Troubleshooting and FAQ
SETWorks Webinar - January 2024 - Tips and Tricks around SETWorks
Recording On January 17th 2024, SETWorks hosted a live webinar about Tips & Tricks around SETWorks. You can view the recording from the link below: Content Tips and tricks on various topics such as how to navigate and search the activity records ...
Monthly Support Webinar - November 2022 - Troubleshooting
Troubleshooting Webinar On November 30th 2022, SETWorks hosted a live webinar about Troubleshooting. You can view the recording from the link below: https://youtu.be/UavNQ_N1KJA
REPLACED - NEW OOD Form 07 - General Services - How-to
How to complete the NEW OOD Form 07 - General Services Managers, Staff OOD Forms - General Services is comprised of Activities of Daily Living, Career Exploration, Job Seeking Skills Training, Start Up, Travel Training, Vocational Consultation, etc. ...
State EVV Status
State EVV Status The 21st Century Cares ACT established law that requires Electronic Visit Verification (EVV) is required for personal care services and home health services under Medicaid. It is up to each state to develop their own model and ...
How can I Download a File
How to Download a File out of SETWorks Administrator This article will explain how to download a file into SETWorks. This method of downloading files will work in Consumer, Staff, Department, and Provider Files section Terminology can be modified ...
How can I Upload a File
How to Upload a File into SETWorks Administrator This article will explain how to upload a files into SETWorks. This method of uploading will work in Consumer, Staff, Department, and Provider Files section Terminology can be modified within SETWorks ...
Email Verification
When I log in I see a message about email verification. What does that mean? All Users, Administrators Email verification is an optional step where SETWorks confirms your email address. Follow the steps below to complete email verification. The ...
REPLACED OOD Form 07 - Final Employment Verification - Troubleshooting Guide
OOD Form 07 - Final Employment Verification OOD Forms Form 7 has multiple sources of data: Data Extractor (Job Placement Wages & Job Placement Benefits) and the Form. NOTE: Throughout this document, "Merge Report" is used to refer to the Form 7 ...
OOD Form 08 - CBA OTJS JRT WA - Troubleshooting Guide
OOD Form 08 - CBA OTJS JRT WA Form 8 only works for the following services: Community Based Assessment, On the Job Support, Job Readiness Training, Work Adjustment This is the OOD Provider Form titled Form 08 - Monthly Placement Form 8 major sources ...
Unable to Sign Using Sign & Close - Role For Signature Required
I'm Trying to Sign a Billable Group Activity Record Using Sign & Close, But It's Not Working All Users The Sign & Close feature on Group activity records allows managers and administrators to sign as any role that has been configured to sign for that ...
Service Isn't Showing on Authorization
Why isn't my service showing in the Authorization dropdown? Managers, Administrators 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, talk to ...
Unable to Create an Activity Record
Why am I unable to create or save an Activity Record? All Users There are a few reasons why you may not be able to create an Activity Record: There are a several different types of activity record (AR) in SETWorks. Depending on how your SETWorks is ...
Activity Record Visibility
Why can't I see an Activity Record? All Users You may experience occurrences where you are unable to view Activity Records. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
Authorization Isn't Showing on Record
Why isn't my Authorization showing in the Activity Record dropdown? All Users 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, talk to your ...
Intervention/Assessment Keys Aren't Showing in a Record
Why aren't intervention/assessment keys showing in my Activity Records? (for Task Analysis) All users Intervention/Assessment keys (also known as Task Analysis prompts or I/A keys) are used in SETWorks to gather quantitative data on a ...
Can't Edit Activity Record
Why can't I edit this activity record? All users Activity Records may not be editable for several reasons: - The record has a counter-signature (has been signed by a manager) and is now "locked". - The record is "locked" due to billing. - The ...
Unable to Sign an Activity Record
Why can't I sign my activity record? All users 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, talk to your local administrator to assist in ...
Consumer Goals Don't Show in Activity Records
Why Can't I see Consumer Goals when I'm documenting? All users When processing a new Individual Support Plan (ISP), there may be situations in which the new goals impact what staff are seeing when they attempt to document. Terminology can be ...
Service Isn't Showing on Record
Why isn't my service showing in the Activity Record dropdown? All Users 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, talk to your local ...
Locating Consumers In SETWorks
I'm Unable to Locate My Consumer in SETWorks? What Should I Do? All users If you're unable to locate a Consumer in SETWorks, check the filtering options on the Consumer Index. If that doesn't work, have your manager or SETWorks administrator ensure ...
Monitoring SETWorks Messages
How Can I Monitor SETWorks Messages? Administrators Is there a way to tell if people have read the secure messages I sent them? Yes! This is possible with the Notification Report. This report can be filtered by department and staff, and the user may ...
What are Roles and How are They Used?
Roles Administrators If you need to update your role for any reason, please contact your local SETWorks Administrator (for Managers and Staff), or contact support@set-works.com (for Administrators). Terminology can be modified within SETWorks to ...
Resetting Your Password
How do I reset my password? How do I change my password? All users If you've forgotten your password, follow the steps below for self-service password reset. If you'd like to change your password, follow the steps under "I already know my current ...
Unable to Log In to SETWorks
I'm receiving an error message when I try to log in to SETWorks. What should I do? All Users Sometimes you may see an error message when trying to log in to SETWorks. If you're trying to log in and you're receiving the error message "Invalid login ...
Unable to Update a Form
Why Can't I Edit or Sign a Form? All Users There may be several reasons why you aren't able to edit or sign a form. The Form was not created by you In a staff role, only the staff that created the form will be able to edit it. Managers are able to ...