Database 101
Helpful Hints
- Changing Your Database Password
- Picking Default Areas
- My Volunteer isn't Showing in Assignment list
- My Volunteer can't Log in
- Where Does My Volunteer Add Their Notes?
- Recommended Browser & Browser Search
Emails We Send
- Thanks for your Safe Families application
- Thank you for signing up for training
- Upcoming Training Reminder
- Thank you for coming to training
- Volunteer Training Update - Training Coordinator Cancellation Email
- Volunteer Training Update - Volunteer Cancellation Email
Menus
User Dashboard
Admin Functions
Giving
Time To Connect / Initial Contacts
Referrals
- Referral Views
- Adding e-Referrals
- Draft e-referrals
- Receiving e-Referrals
- Allocating/Updating a Referrer
- Waiting List
Managing a Referral
- Assignment Digest
- Key Referral Information
- Referral Timeline
- Assigning a Case Manager
- Adding/Updating a Case Summary
- Arranging an Initial Visit
Family Picture
Family Notes
- Managing a Safeguarding Flag
- Add a Family Note
- Attaching a File
- Note Types
- Draft Notes
- Flagged Notes - Safeguarding
Agencies
Assignments
- Overview of Assignments and How they work
- Adding a Family Friend Assignment
- Adding a Host Family Assignment
- Posting an Assignment
- Volunteer Assignment Interest/Responses
- Matching Notes
Resources - Goods & Services
- Adding a Resource
- Editing a Resource
- Closing a Resource
- Matching a Volunteer Without Posting
- Creating a Resource Request Post
- Posting a Resource Request
Resource Inventory
- Resource Inventory
- Adding a New Inventory Item
- Editing an Inventory Item
- Search for an Inventory Item
- Allocating an Inventory Item
- Allocating an Item to a Volunteer
Volunteers
- Receiving an e-Application
- Volunteer Views
- Assigning Volunteers to a Church
- Adding and Updating a Volunteer Check-In
- Supporter Overview
- Updating Volunteer Summary
Volunteer Approval Process
- At a Glance
- References
- e-References
- Approving a Volunteer at Panel
- Recertifying Volunteers
- Enabling Self Serve Recertification Training
Volunteer Portrait
Home Safety Checklists
Training Opportunities
- Module 4 Recertfication training
- Events with minimum capacity
- Additional Training
- Volunteer Feedback on training events
- Training Facilitators
- Viewing Training Opportunities
Church Champions
Churches
- Assigning a Church Manager
- Add Church
- Edit Church
- Adding a Church Champion
- Church Overview
- Adding 4ET Statements
Tasks
- Create a Task
- Viewing My Tasks
- Delaying a Task/Updating Urgency
- Reassigning a Task
- Completing Tasks
- Automated Tasks