System Names
The name of this module has to do with uploading paper items related to an employer or individual.
What is Document Management
This page is where you can modify what order you want your case notes to appear.
What is My Staff Account?
This movable pieces of information appear on the Staff Dashboard
What are widgets?
It's called this because it is on the left
Located at the bottom of the Staff Dashboard, these are tasks you can assign to your staff pertaining to outstanding work that needs to be done on an account
What are work items?
If I want the menu to be permanently displayed this view is called this.
What is Classic?
A great tool that have staff have where they can maintain a group of employers that share similar characteristics
What are Search Lists?
If I want to look up an employer, I will go to this category on my left menu
What is Manage Employers > Assist an Employer
By using this, I can customize the appearance of my menu options
Name of the site where privileges for staff are maintained.
What is the Admin site