Embedded Files
ODS Overview
ODS Overview
ODS Order Diagram.pdfODS Navigation
INTAKE
INTAKE
1010_PHX Minimum Info for IntakeMinimum Information for Intake User Guide
1010_PHX Minimum Information Intake - Base.mp4Minimum Information for Intake Video - Base
1010_PHX Minimum Information Intake - Home.mp4Minimum Information for Intake Video - Home
1010_PHX Minimum Information Intake - School.mp4Minimum Information for Intake Video - School
1010_PHX Minimum Information Intake - Other.mp4Minimum Information for Intake Video - Other
1010_PHX Edit or Delete an Intake RecordEdit or Delete an Intake User Guide
1010_PHX Edit or Delete an Intake Record.mp4Edit or Delete an Intake Video
CASES
CASES
1010_PHX Find and Update a CaseFind and Update a Case User Guide
1010_PHX Find and Update Case.mp4Find and Update a Case Video
1010_PHX Parent CasesParent Cases User Guide
1010_PHX Parent Cases.mp4Parent Cases Video
1010_PHX Flagging a Beneficiary StoryASSESSMENT
ASSESSMENT
1010_PHX Scheduling an AssessmentSchedule an Assessment User Guide
1010_PHX Scheduling an Assessment.mp4Schedule an Assessment Video
1010_PHX Cancel or Reschedule an AssessmentCancel or Reschedule an Assessment User Guide
1010_PHX Cancel or Reschedule and Assessment.mp4Cancel or Reschedule an Assessment Video
1010_PHX Entering an AssessmentEntering an Assessment User Guide
1010_PHX Entering an Assessment.mp4Entering an Assessment Video
1010_PHX Cases, Structures, and Work that Need AssessmentCases, Structures, and Work that Need Assessment User Guide
1010_PHX Cases, Structures, and Works that Need Assessment.mp4Cases, Structures, and Work that Need Assessment Video
STRUCTURES
STRUCTURES
1010_PHX Add or Update a StructureAdd or Update a Structure User Guide
1010_PHX Find and Update a Structure.mp4Add or Update a Structure Video
WORK TYPES
WORK TYPES
1010_PHX Adding or Updating Work for a CaseAdding or Updating Work User Guide
1010_PHX Adding or Updating Work for a Case.mp4Adding or Updating Work Video
1010_PHX Redoing WorkRedoing Work User Guide
1010_PHX Redoing Work.mp4Redoing Work Video
1010_PHX Work QueueWork Queue User Guide
1010_PHX Work Queue.mp4Work Queue Video
WORK BOARDS & WORK LOGS
WORK BOARDS & WORK LOGS
GRANTS
GRANTS
1010_PHX Creating a Grant Record and setting Grant Eligibility InformationCreating a Grant Record User Guide
1010_PHX Creating a Grant record and setting criteria.mp4Creating a Grant Record Video
1010_PHX Using Grant Criteria to connect Work and GrantLinking Work Records to Grants User Guide
1010_PHX Connecting work to grant using grant criteria.mp4Linking Work Records to Grants Video
ACCOUNTS & CONTACTS
ACCOUNTS & CONTACTS
1010_PHX Creating and Editing an Account RecordCreating and Editing an Account Record User Guide
1010_PHX Creating and Editing an Account Record.mp4Creating and Editing an Account Record Video
1010_PHX Account Hierarchy & Related Account RecordsAccount Hierarchy and Related Account Records User Guide
1010_PHX Account Hierarchy & Related Account Records.mp4Account Hierarchy and Related Account Records Video
1010_PHX Creating and Editing a ContactCreating and Editing a Contact User Guide
1010_PHX Creating and Editing a Contact.mp4Creating and Editing a Contact Video
1010_PHX Affiliating Contacts with AccountsAffiliating Contacts with Organizational Accounts User Guide
ODS QUALITY ASSURANCE PROCESS
ODS QUALITY ASSURANCE PROCESS
ODS QA ProcessODS QA Process Guide
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