June Trainings
Lots of interesting trainings still to come this month! To register, please visit the training page at www.icalliances.org/trainings.
ART Trainings
301: ART Basic Training
June 16 @ 9:00 am - 10:00 am
This training provides the basics of “How to” run ART Reports. Topics Covered: Review of Available Reports for Data Clean-Up and Program Grants Question/Answer Session.
303: Data Clean Up Reports (ART)
June 16 @ 1:00 pm - 2:00 pm
This training will provide an overview of reports available to clean up data in WISP.
348: RHY ART Reports
June 30 @ 10:00 am - 11:30 am
This training will cover the ART reports required for RHY funded programs.
All Users
510: Canned Reports- available for all users *NEW*
June 18 @ 10:00 am - 11:00 am
This training is available for all users. Located on the Reports tab there are live-time reports available for a quick information gathering and to check client served. This training will provide an overview of the reports available and how to fill out the prompts.
201: Refresher Course
June 23 @ 1:00 pm - 2:00 pm
Topics Covered: Sub Assessments: Disability, Monthly Income, NonCash Benefits, & Health Insurance Question/Answer Session.
Program Specific
242: Rapid Re-housing Program
June 16 @ 10:30 am - 11:30 am
This webinar will provide the workflow required to correctly document Rapid Re-housing clients in ServicePoint. It includes creating an Entry / Exit, documenting when a client moves into Permanent Housing, and correctly using Interim Reviews.
New User Training Series
New User 101: Welcome to ServicePoint
June 23 @ 10:00 am - 12:00 pm
ServicePoint Homepage Security Training 101 Homework for the User WISP Newsletter Important Documents
New User 102: ClientPoint
June 24 @ 10:00 am - 12:00 pm
Back Date Enter Data As Client Search – Adding New Clients Client Profile Households
New User 103: Entry Exits, Interim Reviews, and Service Transactions
June 25 @ 1:00 pm - 3:00 pm
Add Entry/Exit Add Service Transactions Add Interim Reviews Unmet Needs Multiple Services View Service History Fixing Common Errors
New User 104: ShelterPoint
June 26 @ 10:00 am - 11:00 am
Topics Covered: Check Client In / Out Check in Households Fixing Common Errors
Tips and Tricks
Don't have time to run an ART report? Schedule it!
Here's how:
- Click the magnifying glass next to your desired report.
- Choose to "Schedule Report" in the pop-up box.
- Fill in all appropriate prompts (use the "select" button to choose values from list).
- Click "Next" when all prompts have been completed.
- Choose a name for your report, a report format (PDF or Excel file), and interval (choose to run the report once, daily, weekly, etc.) NOTE: Use default values for user's inbox, start date, and end date for the report. These will send the report to your inbox, and it will run as long as necessary to complete the report.
- Click "Send."
That's it! You can find the report in your "Inbox" ART folder as soon as it's completed. In the meantime, it will appear in the "Scheduled Reports" section.
For more tips and tricks, visit previous newsletters in the WISP News Archive.