General
The Home tab is where you start after logging in to the application. You can quickly create new cases and access your tasks and assignments. Sidebar Actio...
Wed, 27 Apr, 2022 at 2:04 PM
The Cases tab displays all cases that are in the system. This is the most commonly used page when you need to access a particular case. Sidebar Actions C...
Wed, 27 Apr, 2022 at 9:58 AM
The Activities tab allows you to keep track of outreach events and indirect services that you conduct. Some examples of the types of activities that can be...
Wed, 27 Apr, 2022 at 9:59 AM
The Calendar tab allows you to view services and events scheduled within Collaborate. You can view the calendar by day, week, month, or list. Services th...
Wed, 27 Apr, 2022 at 10:00 AM
The Case Reviews tab allows you to schedule upcoming Case Review Staffings. Additionally, you can view and conduct Case Review Staffings or view the individ...
Wed, 27 Apr, 2022 at 4:42 PM
The Class Management tab allows you to schedule classes and add clients to a waitlist. You may also view ongoing or completed classes, register clients, and...
Wed, 27 Apr, 2022 at 4:43 PM
The Organizations tab allows you to view and manage partner organizations that you work with. Note: Organizations are shared by all sites in the network. ...
Wed, 27 Apr, 2022 at 4:45 PM
The Signatures tab shows a list of signature requests that have been sent electronically for staff and/or clients to sign via DocuSign. It also shows the st...
Wed, 27 Apr, 2022 at 4:46 PM
The Documents tab allows you to manage your site's document queue and document templates. From this tab, you can route documents from your inbox to a ca...
Wed, 27 Apr, 2022 at 4:47 PM
The Reports tab is where you go if you want to create a new report or run reports that you or other users previously created. From the Sidebar Action...
Thu, 28 Apr, 2022 at 4:06 PM