Configuration and Setup
2023 Year in Review
SETWorks saw quite a few enhancements in 2023 and we've highlighted the biggest in one spot right here. The most-used areas of SETWorks, Activity Records and Forms, received some really great enhancements that help users be more efficient and allow ...
Set Sail with SETWorks - Departments, Funders, Services, Authorizations
Set Sail with SETWorks! Welcome aboard the ship of SETWorks! Let's set sail on the ocean of digital documentation and head towards a new horizon. Our destination: the port of authorizations - where we can create a ticket for each client so that they ...
SETWorks Webinar - January 2023 - Administration
On January 18th 2023, SETWorks hosted a live webinar about Administration in SETWorks. The focus of this webinar is how to configure a new funding source and program which includes an in-depth review of the following utilities: Department Utility ...
Secure Files and Folders
What are Secure Files and Folders in SETWorks? Administrators Secure Files is a feature in SETWorks that allows you to make certain files and folders private or locked, and cannot be opened unless given permission via privilege. Security can apply ...
Monthly Support Webinar - July 2022 - Audits 101: How to Prepare for Easy Auditing
Audits 101: How to Prepare for Easy Auditing Webinar On July 27th 2022, SETWorks hosted a live webinar about how to use SETWorks to make Audits a breeze. You can view the recording below: Useful Links This article reviews how to use the Auditor ...
Pricing for Electronic Visit Verification in SETWorks
2022 Pricing for Electronic Visit Verification (EVV) Services We are updating the pricing for our EVV services, and we want to make sure you know what to expect. Here’s what this change means for you. Historically, SETWorks EVV services have been ...
Monthly Support Webinar - September 2021 - SETWorks Administration for Beginners
SETWorks Administration for Beginners On September 29th 2021, SETWorks hosted a live webinar called SETWorks Administration for Beginners. You can view the recording from the link below: Reports Discussed: Privilege History Notification Report ...
Distribution Lists
A Distribution List is a defined list of users. You can send messages to this list of users through the SETWorks messaging center and even attach a distribution list to a form. Watch the video below to learn how to create a Distribution list in ...
SETWorks Training Guide
This training guide is not meant to be a comprehensive training guide for your organization, rather a starter template for you to customize to meet your training needs. The screenshots and terminology used might not reflect what is configured in your ...
Setting Default Content for an Activity Record
How do I set Default Content for an Activity Record? Administrators SETWorks allows you to set default language for an Activity Record to help your teams understand what documentation to enter into the Activity Record. See the Key - What's What? ...
Auditor or Read-only Users in SETWorks
How Do I Set Up Access for Auditors? Administrators SETWorks can make it easy to provide limited access for a County, State, or CARF Audit. Please reach out to SETWorks Support for guidance. Terminology can be modified within SETWorks to better fit ...
User Maintenance and Status
How Do I Manage Users (Staff) in SETWorks? Administrators SETWorks Administrators are responsible for maintaining the User Maintenance page. User Maintenance contains a list of all registered users that are able to log in to SETWorks. Checking ...
Managing User Department(s)
How Do I Control What Department(s) Staff Belong To? Administrators In SETWorks Departments are used to control access to groups of consumers. Read the article below to learn more. Manage Departments - Control Which Departments a User Has Access To ...
Configuring Mileage Rates
Mileage Rates Administrators Visit the Mileage - The What to learn about mileage privileges and options Configuring the mileage rate is done in several different utilities. These Utilities can be found in the Provider Build section in the Settings. ...