Data Review
The frequency in which the data team sends a review of your active cases, cases closed, and cases missing outcomes.
What is monthly?
The way(s) staff can check where their grant request is in the approval process. (Hint: There are 2 correct answers, but you only need to get 1 to get all the points!)
What is the "Approval Status" field on the financial grant record?
OR
What is checking your email inbox (since you receive a notification when the grant moves into a new stage of the approval process)?
This is where "How to" documents, service code guides, and other training materials are stored in Salesforce.
What are the Salesforce Libraries?
The way to submit a referral in Salesforce.
What is the "Submit a Referral" button (located on the client's Contact record)?
The 2 types of dashboards that program staff have to help review work/manage caseload and correct data inaccuracies.
What are Programmatic and Quality Control dashboards?
DAILY DOUBLE: This is how you attach back-up documentation for a client grant request.
What is the Client Grant - Documentation form/Attach Documentation link?
This should happen in Salesforce within 7 days of service provision (although the protocol varies by department).
What is logging services and notes?
A link in the "Helpful Links" section on the Salesforce home page, 2 buttons on a case record, or on a Laptop in the Food Pantry or Butterfly Boutique.
What are the 3 ways to log a Food Pantry or Butterfly Boutique visit?
What is the "Refresh" button?
This is where privileged information related to the grant request should be entered, since the client grant record can be viewed interdepartmentally.
What is a Client Narrative/Other back-up attachment?
This type of contact should be entered in a separate household and linked through a "relationship" in Salesforce.
What is an Opposing Party?
This place in Salesforce is where you can access the information collected during the A&A process in a single, printable PDF.
What is the "Notes and Attachments" section on the client's case record?