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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 Sessions 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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Register a New Client 3510

Manage Agency Programs - adding programs 3161

Create a Session 2996

Demo Site - Test Case #2 - Group Service 2020-02-12 17:09:57

Demo Site - Test Case #1 - Direct Service 2020-02-11 18:33:11

Why Place a Ticket on the Online Support Ticket System? 2019-11-04 20:05:03

 
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