This library of on-demand training video series is designed to help you get the most out of Collaborate. A list of training topics is found below, and additional on-demand videos are being added over time.


Also, be sure to check the Training Schedule for weekly live training opportunities, and for personalized live trainings for your organization or network, please contact us at [email protected].


TABLE OF CONTENTS


Activities

This on-demand series covers all topics from setting up, managing & using the Activity Module. If you would like to utilize this feature please reach out to us to discuss turning it on for your application.


Activity Module - 6 On-Demand Videos - Total Length: 5min 30sec

Site Admin Setup & Management - 5 On-Demand Videos - Total Length: 6min 53sec

Network Admin Setup & Management - 5 On-Demand Videos - Total Length: 6min 49sec


Additional help on Activities is available via Support Center articles.


Case Review

This on-demand series covers the entire Case Review module, from initial requests to conducting a Staffing.


Case Review - 14 On-Demand Videos - Total Length: 18min


More Case Review help and info is available via:


Contact and Organization Management

This on-demand series covers both how to create and manage Contacts and Organizations, how to re-send expired activation links, and how to create a new User.


Contact and Organization Management - 9 On-Demand Videos - Total Length: 11min 11sec


Additional help on Contacts and Organizations is available via Support Center articles.


Custom and External Forms

This on-demand series covers how to create, edit, and delete custom forms, as well as a demonstration of how to use External forms.


Custom and External Forms - 3 On-Demand Videos - Total Length: 4min 22sec


Additional help on Custom and External Forms is available via Support Center articles.


Document Queue

This on-demand video series covers everything about the Document Queue optional module. If your Collaborate application doesn't have this feature enabled, and you're interested in using it, please submit a support request to set up a live demo.


Document Queue - 8 On-Demand Videos - Total Length: 8min 13sec


Additional help on the Document Queue is available via Support Center articles.


Goal Plans

This series will discuss how to make use of the Goal Plan feature, like adding Goal Plans to a case, managing Goal Plans, and performing Goal Plan Reviews.


Goal Plans - 7 On-Demand Videos  Total Length: 8min 41sec


Additional help with Goal Plans is available via Support Center articles.


Goal Plan - Administration

This series will discuss the administrative functions of the Goal Plan feature, like creating and editing Goal Plan templates, setting up Goal Plan categories, and adding Goal Plan steps.


Goal Plan Administration - 5 On-Demand Videos  Total Length: 6min 50sec


Additional help with Goal Plan Administration is available via Support Center articles.


Network Administration

This series will cover all network & application administration topics such as application configs, security monitoring & management, application catalog, roles & permissions and much more.


Network Administration Training - 12 On-Demand Videos - Total Length: 25min 55sec


Additional Network Administrator help is available via Support Center articles.


Be sure to register for our live Admin trainings in the meantime!


New User Training Series

This New User Training series will teach you all of the basics of using Collaborate, so you can hit the ground running and start entering data into Collaborate.


New User Training Series - 25 On-Demand Videos - Total Length: 39min 12sec


Additional help is available via Support Center articles.


Be sure to register for our live New User Training.


Notifications

This on-demand video covers sending Notifications (email and SMS messages) out for Assignments and Tasks. We recently made big updates to how Notifications work and where they can be sent from, and we plan to extend this functionality to more places in the future, so if you have places you'd like to send Notifications out from, please submit a support request.


Notifications - 10 On-Demand Videos - Total Length: 20min 36sec


Additional help on Activities is available via Support Center articles.


Organization Locations Functionality

This series will discuss the Organization Location functionality, how to configure it, and how to utilize it within your organization’s workflow.


Organization Locations - 7 On-Demand Videos - Total Length: 7min 27sec


Additional help on Organization Locations is available via Support Center articles.


Referral Module

This on-demand series covers how to create various referrals in Collaborate via the Referral Module.


Referral Module - Creating Referrals - 8 On-Demand Videos - Total Length: 26min 35sec


Additional help on the Referral Module is available via Support Center articles.


Reports

This comprehensive Beginner Reports Training will teach you all you need to know to get started with running existing reports, and the basics of creating dynamic reports in Collaborate.


Collaborate - Beginner Reports Training - 1 On-Demand Video - Total Length: 1hour 


 You can also:


Additional Reports help is available via Support Center articles.


Roles and Permissions Configuration

This series will go over the process of configuring Role Permissions.


Roles and Permissions Configuration - 9 On-Demand Videos - Total Length: 18min 36sec


Additional help on Roles and Permissions Configuration is available via Support Center articles.


Sign-offs Feature

Collaborate’s Sign-Off Feature allows Sites to implement a supervisory sign-off process for Cases and/or Services.


Sign-Offs Feature - 6 On-Demand Videos - Total Length: 12min 50sec


Additional help on the Sign-offs Feature is available via Support Center Articles.


Site Administration

This series covers the most popular topics for Site Administrators, including how to manage Contacts, Users, Organizations and high-level Case management.


Site Administration - 14 On-Demand Videos - Total Length: 17min 30sec


Additional Site Administrator help is available via Support Center articles.