LegalServer offers a suite of tools to maintain your site, and ensure it continues to meet your evolving needs. We cover these tools in our dedicated admin training, and ask that you put your skills to work on your demo site during onboarding.  

The page starts off with guidelines on what your admins should be able to do at what point during the onboarding. Below the guidelines are the various topics we cover in the admin training, broken out into component videos. This is meant to supplement, rather than replace, the New Admin Training.  

Guidelines

Often we are asked whether a person's admin skills are where they should be as part of the onboarding process.  We've created this handy set of guidelines to help you determine where you are in the process. 

Just started the process

We aren't as concerned about doing anything fancy- the most important thing at this point is feeling comfortable enough to get into your site and play around, and leave us feedback going forward.  You should be able to... 

• • Create a user

  • Reset a user's password

  • Navigate to the admin side of a form

  • Add an instruction to a form

Half way through onboarding

You are still really new at this, but knowing how to change what is on the page will be first and foremost in your toolkit. By this point, you should be ready to...

• • Edit a form

  • Edit and merge lookups

  • Explain (to your staff) the difference between a field and a block

  • Explain (to your staff) the difference between a form and a process

Preparing for GoLive

With go live right around the corner, your admin skills will be more important than ever.  While LegalServer staff is on deck to help, feeling confident in what you know will help make this process as smooth as possible.  In addition to the skills listed above, you should be able to...

• • Edit a profile

  • Edit your Actions Menu

  • Edit branch logic

  • Create a new lookup and field

  • Create a ticket in the system

After GoLive

Well, now you are really in it, and should be feeling comfortable with your administration skills.  If you don't- feel free to re-watch or attend another admin training. At this point, you should be able to...

• • Create a new form and process

  • Sync Poverty Scales

  • Create branch logic

  • Test changes on your demo site

If any of these seems out of reach to you, or you just need more help to get you where you want to be, please reach out to your onboarding specialist, and we'll help get you where you need to go! 

Introduction for New Site Administrators

Helpful Tip: Lookups go into fields > Fields go into forms > Forms go into Processes > Processes go into Menu Boxes. 

Lookups and Fields

Lookups refer to the values in the various drop down/picklists on your site. No information is stored in the lookup lists, just the choices themselves.  The actual data itself is stored in fields that are placed onto forms by your admin in the system.

Helpful Links

• Lookups

• Fields

Homework

• Create a site specific lookup

• Create a a site specific field with that lookup