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Getting Started
What is OCMS?
Technical Requirements
Logging In and Logging Out
How to Clear Your Browser's Cache
Demo Site - Logins
Demo Site - Test Case #1 - Direct Service
Demo Site - Test Case #2 - Group Service
Wrong and Forgotten Passwords
Your User Profile
OCMS Homepage - Recent Activity and Incomplete Sessions
Placing a ticket on OCMS
Why Place a Ticket on the Online Support Ticket System?
OCMS Virtual Assistant
New and Returning Clients
Find a Client
Find Clients with "Quick Client"
Register a New Client
Register an Anonymous Client
Family Code
Client Dashboard (Review Client History)
How to Remove a Duplicate or Unwanted Client Profile
Creating an Excel Spreadsheet for Named Clients or Group Activities
New and Returning Clients
Types of Sessions
Create a Session
Start a Direct Service Session
Find a Session
Adding Clients to a Session
Adding Service Forms to a Session
Starting a Session with a Named Client
Copy a Session
Three ways to Create a Direct Service Session
Delete a Session
Direct Services
Types of Sessions and Service Forms
Needs Assessment Service Form
Information & Orientation Service Form
Employment Service Form
Community Connections Form (New)
Community Connections Form (Interim)
Language Assessment Form (Interim)
Non-Specified Direct Service Form
Refugee Form
Tasks / Referrals and Building a Settlement/Action Plan
Client Support Services
Attaching Supporting Documents to a Form
Copy a Service Form
Direct Services (Job Development)
Job Development Needs Assessment Form
Job Development Update/Progress Form
Job Placement Form
Mentor/Tutor Match Form
Mentor/Tutor Update Form
Direct Services (Finance)
Financial Services and Outcomes Form
Group Activities
Creating & Deactivating a Group Activity Name/Master List
Find an Existing Group Activity Name
Group Activity Sessions for Named or Anonymous Clients
Adding a Group Activity Name to a Session
Adding Clients to a Group Activity
Information & Orientation (I/O) Group Activity Service Form - Named Clients
Community Connections (C/C) Group Activity Service Form - Named Clients
Employment Group Activity Service Form - Named Clients
I/O and C/C Group Activity Attendee Form - Named Clients
Employment Group Activity Attendee Form - Named Clients
I/O, C/C and Employment Group Activity Service Form - Anonymous Clients
Copy Attendee form to all attendees
All Attendee Settings
Language Training
Language Training Session Overview
Language Training Open Form
Language Training Enrollment Form
Language Training Attendance Form
Language Training Exit Form
Creating Reports
Reports Available to All Staff
My Briefcase - Execute Report in Background
Report Filter Fields
Overview Reports
All Services Totals Report
All Clients Totals Report Based on Client Profile
All Client Totals Based on Client Profile (Training based on Enrollment)
Custom Agency Questions by Form Type Report
All Services Totals By Staff Involved
Direct Service Reports
All Direct Services Report
Refugee Service Form Overview
Needs Assessment Service Form Overview Report
Information & Orientation Service Form Overview Report
Employment Service Form Overview Report
Tasks and Referrals
Job Development Needs Assessment Service Form Overview Report
Community Connections Form Overview report
Group Activity Reports
Group Activities Report
All Group Activity Attendees Report
Anonymous Group Report
Group Session Participants (with Unique Identifiers) Report
Miscellaneous Reports
Client Registrations by Worker
New/Returning Clients Report
Client Contact List
Settlement Plans / Tasks and Referrals
Services Totals By Location
Support Services Report
Missing Client Data Report
Client Emergency Contacts Report
User Report
Visits Report
Finance Reports
Finance Reports
Session Reports
Clients with No Visits Since Date
Client Profile Reports
How to access the Client Profile Reports
Settlement Program Registration Report
Client History Report
OCMS Client Card
Client Mentor / Tutor History
iCARE Bulk Uploads - Steps 1, 2, 3
Client Identifiers Required by iCARE
Step 1 - Requirements / What to Upload
Step 2 - Filter Fields
Step 3 - Running and Reading the Report / File
ICARE Bulk Upload Error Checking - Step 4
NO DATA on your iCARE report
Client Information Errors
Information and Orientation Errors
Needs Assessment Errors
Community Connections Errors
Employment Bulk Upload Errors
Language Errors
OCMS Upload to iCARE - Step 5
How to Upload OCMS Files to iCARE
Customizing OCMS Content
Roles in OCMS
Manage Agency Programs - adding programs
Manage Agency Programs - adding/removing staff
Manage Agency Questions - Editing Questions
Manage Agency Questions - Adding Questions
Manage Agency Questions - Removing Questions
Manage Agency Teachers
Manage Agency Partners
Employer Directory
Manage Tutors
Manage Mentors
Glossary and Reference Materials
NOC (National Occupational Classification) Codes
List of Regulated Professions in Canada
Red Seal Trades
Security and Agency Programs
Agency Program FAQ
Frequently Asked Questions
Service Form Questions
Reporting and Client Counts
Test cases for the Demo site

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