I SHOULD KNOW THIS
NAVIGATION
PROGRAMS
NOTES & TOOLS
WELLIGENT PRO
100

How often are you required to change your Welligent pin number?

What is 90 days?

100

Where can you find your pin expiration date?

Where is My Alerts? 

100

Where can guides for departments or programs be found?

Where is, SharePoint under the IS Department?

100

What is the name of the menu within a note for selecting the template/service?

What is Primary Action?

100

What year did AFK implement Welligent?

When is November 2023?

200

What should you clear if you're locked out of "Welligent" and cannot enter your PIN?

What is Clear your cache?

200

What is the term used to save your favorite reports?

What is Hotlist?

200

What section allows you to view and enroll in a new program?

What is Program History?

200

What is the must‑have fields to save a screening tool?

What is Date and Time? (Tip: Checking the timestamp box auto‑fills current date/time)

200

How do you reset a submitted note to Pending Completion?

What is Delete your signature?

300

What are the three must‑have sections for all AFK programs in demographics?

What are Demographics, Extended Demographics, and Employment/Income?

300

Where in My To Do List can you see pending notes past the day you’re logged in?

Where is Session Notes > Overdue? 

300

When should supervisors request note transfers to another supervisor?

When is As soon as possible — include time frame, temporary supervisor, and which notes/screening tools need rerouting? 

300

What must be removed from a finalized screening tool to edit and resubmit?

What is Your Signature?

300

What was the last program that adopted Welligent?

What is Foster Care and Adoption?

400

What is the name of the checkbox in Client Search?

What is Global Search? 

400

Where do you find returned notes from a supervisor?

Where is My To Do List > Session Notes > Provider Review?

400

What section shows program enrollment, discharge, and pending clients?

What is Program Manager? (found in the Mega Menu)

400

Where do you complete program‑specific screening tools?

Where is Program History > All Forms and Tools? (Tip: NOT in Assessment Tools)

400

What does the blue font in demographics indicate?

What is Required fields for LAC DMH billing?

500

If you're locked out of your computer, which department do you contact?

Who is the IT Department? (IS only handles Welligent pin resets)

500

What is the blue Welligent button called or referred to as? 

What is the MEGA menu?

500

When searching for a client, you see them in another program, should I select it or create a new one?

What is Yes, verify DOB and select. DO NOT CREATE NEW CLIENT with-out verifying? (Tip: The record is shared across AFK; programs enroll independently)

500

When a session note or screening tool is signed, I can still make modifications? 

What is Incorrect? (Tip: Signed notes or screening tools cannot be modified)

500

What is the name of the Amber/White Corgi puppy in Welligent?

Who is Liffy?