AESuniversityAESuniversityUser Tips & TricksUser Tips & Tricks

Where to Search – NEW client1. Quickest search for

New Client is Demographics page in HOH Check field

2. Or enter Social Security Number and it will find matches

3. Or enter First Name, Last Name, Date of Birth and it will find matches

4. Any match will cause popup window to appear

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Where to search – Caseload 1. Search for Client on

any page in Services section

2. Enter Client name and click SEARCH

Client will stay active on other pages in the same Library

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Searching in Central IntakeIf you search and find a

Client, but all fields are grayed out, that means the Client was created at another Agency!

1. Click ADD to give permission for your Agency to use Client

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Searching Tips

• Use keyboard TAB and ENTER keys• Blank/no entry at Search displays everyone

in database• Fuzzy searches can help find unusual

names or misspellings• % is a wildcard - %on finds all entries with

ON in their name

Searching in Grids

• Number listed above grid shows number of returned matches

• Search sets become available when large amount of matches return

• Funnel symbol allows filtering• Remove item from search field using CLEAR

button or DELETE key• Some Listing pages have right click FIND

and QUERY

Using Grids

• Click Column heading to sort by that item– Click second time to sort in reverse order

• Double click right edge of heading to resize or click and drag

• Click and drag heading to other location to temporarily rearrange column order

• Select Record by clicking to the left of record• Select Multiple records by pressing keyboard

CTRL key and clicking records– SHIFT selects a range of records

Keyboard Shortcuts• HOME key takes you to start of field• END key takes you to end of line or field• To Copy & Paste:

– CTRL + C = Copy

– CTRL + V = paste

– CTRL + X = Cut

• Entering Dates– Type in dates (use 2 digits for month and day)

– OR use dropdown to access calendar

– Click on Date to use

– Use arrows to change months

– Click on Month or Year to change it

Snapshot

• All Client information – demographics, income, household members MUST be collected BEFORE entering into Program

• Reports use the information that is current at the time of Entry

• It is collected in the “Income Snapshot”• If there was a mistake, the information can be

corrected easily• Do not change a Snapshot except to make a

correction

Correcting the Snapshot – take 11. Click EDIT INCOME to

open Snapshot

2. Select Client in Grid

3. Make corrections to income and SAVE

4. DEMOGRAPHICS opens window with all demographic information– Make changes if needed

– Click SAVE

5. Change Date if needed, then click SAVE DATE

This does NOT change information in Central Intake

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Correcting the Snapshot – take 21. Click JUMP TO

DEMOGRAPHICS• On the Household

page, make the corrections as needed

• Click GOTO ENTRY button

2. Click EDIT INCOME

3. Click RESET

4. Change Date if needed, then click SAVE DATE

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Navigating between Libraries

• Clients will not follow you when switching Libraries unless you use the buttons to switch pages!

• Going from Central Intake to Program/Services pages:

Use GO TO ENTRY button– One of these buttons is on all Central Intake pages

– Both will open Program Entry page with this Client active

• Going from Program/Services to Household page:Use JUMP TO DEMOGRAPHICS button – Button is on all Services pages in top right area

– Opens Household page in Central Intake with this Client active

Searching for Active Clients1. Search for Client(s)

on Listing page by– Status– Program– Name/Identifier– Staff

2. These Clients will then be active on all Service pages in customer dropdown

• Find your entire caseload by using Program and Staff

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Searching – take 21. Active Clients from

Listing page appear in Customer dropdown

2. Or use Blue arrows to move to next Client record– Arrows become blue

when records are available

3. SHRINK buttons cause Household members or Caseworker Clients to appear in dropdown

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Switching to other Program1. Click VIEW ALL

PROGRAMS button

2. All Programs are displayed in popup– Active status– Entry date– Exit date

3. Select Program and click LOCATE to view that Program

4. Current Programs will also be displayed in Customer dropdown

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Switching to other Application/Module1. Dropdown at top of

page lists all available Roles

User must have Permission assigned to the Role in Security Manager first

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Services page1. Services created on

other pages appear here, but grayed out, so they cannot be edited here

2. Sessions activities will show any notes created there in the Comments field

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Editing Activities• Activities can be deleted if needed, and multiple

records can be deleted all at one time– They can be deleted only on the page where they were

created

• Activities can be moved to a different Milestone by using the Move to Milestone dropdown directly beneath the Activity grid– Case Note Milestones can be changed on that page

• Program Components can be deleted only when no Activities exist

Printing Case Notes• Case Notes report available from Case Notes page

and from Listing page

• If printing ALL Case Notes for a Client, use the Listing page Case Notes report– Select the Client(s) on the Listing page

– Right click and select Preview or Print Report

– Select Case Notes report

– ALL Case Notes for Client will be displayed

• If printing specific Case Notes for a Client, use the report directly from the Case Notes page– Select the Case Note(s) you want to print

– Right Click and select Preview or Print report

– Only the selected Case Notes will be displayed

Printing Application Reports• Several Reports are available from Listing page• Application Report will show all demographic

information for Client and household members and Program Entry questions

• Select multiple Clients on Listing page to view reports for each Client– Use CTRL + click on each row to select multiple records

Change Head of Household1. Select person to be

new HOH in Grid

2. Click HEAD OF HH

3. Click OK in message

4. Change Relation Status– HOH = Self– Check other members– The last HOH will be

blank

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Change Address1. For entire household,

edit on demographics page– Make changes– Click SAVE

2. For one member of Household, use household page– Select client in Grid– Click EDIT ADDRESS– Make changes– Click SAVE

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This changes only the Central Intake information

Change Address in Snapshot1. Click

DEMOGRAPHICS

2. Click PREV ADDRESS button– Active status– Entry date– Exit date

3. Select correct address in Grid

4. Click SELECT button

5. Click CLOSE button

6. Click CLOSE button

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Move to new Household1. Select Client(s) in

Grid

2. Click NEW HOUSEHOLD

3. Select Client Name– This person will be

new HOH

4. Click MOVE• Remember to change

their address after the move

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You cannot move a HOH to a new HOH, unless they are the only HH member

Move to an Existing Household1. Select Client(s) in

Grid

2. Click NEW HOUSEHOLD

3. Select Search for … and enter Name for existing HOH

4. Click SEARCH

5. Select Household in returned matches

6. Click MOVE

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Change Family1. Select Client(s) to be

moved

2. Select Family to move Client TO

3. Click CHANGE FAMILY

• This keeps Client in same Household, but moves them to different Family in that Household

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Change starting Application1. Select Options menu,

Application Settings, Set as Default Application

The next time you log in, the system will start with this Application

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