Project Tracking

Open

Tip: This screen can be viewed at any time by clicking Programs in the upper right corner of the screen or by clicking the program on the left navigation.

Tip: Items requiring action are displayed with an  Icon listing the # of items for each Tracking Item and the Take Action button is displayed.

Data Uploads:

 From the Home screen:

1.  Click Take Action.

2. Click the File Type drop-down and click file type.

3. Click Browse and find the file on your PC.

4. Click Submit File.

5. Records accepted/unaccepted is displayed below.

6. Click the Errors (if indicated) to see any errored records.

7. Make the necessary corrections to the records and re-submit the file.

Attendance Updates:

 Tip: Attendance Updates should be completed on a regular basis by Providers to ensure that reschedules and no-shows can be recorded and reported for the Treat First program.

From the Home screen:

1.  Click Take Action under Attendance Update.

2. Individuals requiring an attendance update will be displayed.

3. Open

   

   Click the Status Update drop-down and click status.

4. Click Update for the client.

Individuals with No Visits:

From the Home screen:

1.  Click Take Action under Individuals with No Visits.

2. Individuals registered but with no visits will be displayed.

3. Click a Client ID.

4. Client Dashboard is displayed

Reports:

 From the Home screen:

1. Click the Run Report drop-down and click report.

2. Click/Select Report Criteria.

3. Click Run Report.

4. Report details are displayed.