Utilities
September 29, 2023 Plan Question - Changes to Automatically Assign
Please review the following article if you received communication from SETWorks the week of September 11, 2023, regarding important changes to the Auto-Assignment of Plan Questions. The "Automatically Assign" setting is getting an update! Plan ...
Invoice Report Utility
How do I configure invoice templates? Administrators Employment service providers often create and send invoices to funders using SETWorks' Managing Invoices tool. The Invoice Report Utility offers four configurable invoicing templates for each ...
Place of Service
How do I Configure Place of Service? Administrators Accessing Place of Service Configuration The Place of Service field appears as a dropdown in the billable individual and billable group record as well as case management notes. Privileges Settings > ...
Creating an Area Program / LME
How to Create an Area Program / LME (Local Management Entities) Administrator This article will explain to create a Area Program and Local Management Entities with the Area Program / LME Utility to add options to the Drop Down in the Authorization. ...
Creating a Funding Source and Contract
How to Create a Funding Source and Contract Administrator This article will walk through the process of creating a Funding Source and Funding Source Contract. Terminology can be modified within SETWorks to better fit the needs of your organization. ...
How can I Batch Upload a ZIP File
How to Batch Upload a .ZIP File into SETWorks - File Utility Administrator This article will explain how to upload a .ZIP file into SETWorks. These file uploads apply to existing consumers. Terminology can be modified within SETWorks to better fit ...
Adding Funding Source Contact
How to add a Funding Source Contact Administrator This article will explain how to add a Funding Source Contact. After adding a Funding Source Contact you will be able to select them in the drop down. Terminology can be modified within SETWorks to ...
Configuring States and Counties
Enabling States and Counties SETWorks contains a comprehensive list of US states and counties. Most states and counties are disabled by default to reduce the number of unused options in dropdown lists throughout the site. Administrator This article ...
Change Outcome/Milestone Rates
How to Change Outcome/Milestone Rates Administrator This article explains how to change the Rates for Outcomes and Milestones Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
Configuring Departments
Adding a New Department Administrator This article will show you how to make a Department. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, ...
Configuring Signatures for the Billable Group Activity Record
How do I configure Signatures for Billable Group Activity Records? Administrators The Billable Group Signature Utility is used to create & maintain your agencies signature configuration for Billable Group Activity Records. The configured signature ...
User Feature Suspension - The How
How do I use User Feature Suspension? Administrators, Managers User Feature Suspension is used to temporarily allow a user to make modifications to a record that would normally be locked from edits. Terminology can be modified within SETWorks to ...
Address Was Changed
Why did the address change? Administrators Occasionally when entering a street address for a consumer or employer you may notice that the address is different from what you entered. This is because SETWorks verifies all addresses with the United ...
Locked Records - User Feature Suspension
How Do I Edit A Record That Is Locked from Modifications? Administrators, Managers SETWorks administrators have the ability to allow a user to edit records that are past due. This will disable the "due date has passed" message and allow records to ...
Two-Factor Authentication (2FA)
How do I enable Two-Factor Authentication (2FA) for myself? How do I enforce Two-Factor Authentication (2FA) for all Users? Administrators SETWorks offers two-factor authentication (2FA) which can be enabled for users individually or for an entire ...
User Feature Suspension - The What
What is User Feature Suspension and how does it work? Administrators, Managers User Feature Suspension is used to temporarily allow a user to make modifications to a record that would normally be locked from edits. Terminology can be modified within ...
Utility Quick Start Guide - Implementation Utilities
What are the primary SETWorks Utilities I absolutely need to know? Administrators SETWorks can be customized to meet the needs of your organization. This includes customizing the dropdown options to better reflect options your agency might use the ...
How do I Turn on (or off) Mandatory Spell-Checking?
Administrators, Directors, Managers You may only have access to utilities if you are a SET-Works administrator. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the ...
Password Expiration Setup
How Do I Configure Password Expiration Policies? Administrators SETWorks administrators have the ability to control how often users must reset their passwords. You may only have access to the Password Expiration settings if you are a SETWorks ...