General
Behavior Tracking
How do I use SETWorks to track behaviors? Administrators, Managers You can use the Behavior Tracking module in SETWorks to track individual's behaviors. Configuration Activate the following permission for any user role that needs to be able to access ...
Managing Intakes and Referrals in SETWorks
How can I utilize SETWorks to manage our intake and/or referral process? Administrators, Department Leads The process of providing a person your services always starts with a referral and intake. Your organization might receive a referral via paper ...
ISP Annual Review Tracking
What is the recommended way to track ISP Annual Review Dates in SETWorks? Administrators, Directors, Managers ISP tracking in SETWorks is simple using an Annual Review field on the Consumer profile and the Annual Review Report. Terminology can be ...
Removing a Duplicate Consumer Record
How do I mark one of my Consumers as Inactive? Everyone, All Users To remove a duplicate profile, or to mark a consumer as discharged, simply edit the consumer record and mark the record as inactive. Terminology can be modified within SETWorks to ...
Updating/Editing Consumer Details
How do I modify the Information on My Clients? Everyone, All Users To modify the information that appears on the consumer profile page, select the edit button. After making the necessary changes, select update. Terminology can be modified within ...
Create a New Consumer
Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
View Consumer Information
Viewing Consumer Information Administrator, Manager This article will explain how to view Consumer information in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
Assigning Consumers to Departments
How do I assign my Consumer to a Department? All Users, Everyone There are privileges surrounding visibility and ability to assign consumers to departments. Terminology can be modified within SETWorks to better fit the needs of your organization. If ...
Discharging/Inactivating a Consumer Record
My client moved away. How do I remove a Consumer from SETWorks? Everyone, All Users To mark a consumer as having moved or been discharged, simply edit the consumer record and mark the record as inactive. Records are never deleted in SETWorks. It is ...