OCMS Support OCMS Support
Knowledgebase

Knowledgebase

Getting Started
New and Returning Clients
Sessions
Direct Services
Direct Services (Job Development)
Direct Services (Finance)
Group Activities
Language Training
Creating Reports
Overview Reports
Direct Service Reports
Group Activity Reports
Miscellaneous Reports
Finance Reports
Session Reports
Client Profile Reports
iCARE Bulk Uploads - Steps 1, 2, 3
ICARE Bulk Upload Error Checking - Step 4
OCMS Upload to iCARE - Step 5
Customizing OCMS Content
Glossary and Reference Materials
Security and Agency Programs
Frequently Asked Questions
  • Top articles
  • Latest articles
Register a New Client

Category: New and Returning Clients

Learn how to add a new client to the OCMS.  Use the Find Client search page to see if your Client has a Profile on the system before you create a new Client Profile. Start Here From the sidebar, go to the My Tasks menu and click on Register New Client. Instructions and Definitions Client Type Cho...

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Manage Agency Programs - adding programs

Category: Customizing OCMS Content

Learn how to create and add staff to Agency Programs. For more information about Agency Program Security review this article. NOTE: an agency program only needs to be created once, then all staff member will be added to this program Every staff member has to be attached to at least one Agency Prog...

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Create a Session

Category: Sessions

The Session form is the folder that holds all of the client interaction details including logistics and Service forms. Instructions and Definitions You will create a new Session every time you provide one or more Services to a Client (i.e. during a one-to-one meeting, language training activity or...

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Sessions Running Multiple dates

Category: Group Activities

Sessions Running Multiple dates You have two choices for reporting about group activities running multiple dates. 1. You can create one record for series of sessions if the same participants attended all sessions: The start date would be the date of the first session, the end date would be the date ...

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What you as an Admin needs to remember.

Category: Customizing OCMS Content

1. Please open a ticket to add users or put users on hold while on leave. 2. When staff leaves your agency, please open a ticket to have this user de-activated in OCMS.  If the user is not de-activated at our end they will still have access to your client data. If you need to check to see your activ...

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Delete Client UID

Category: Customizing OCMS Content

The Delete ID tool is processed by the agency admins only. This operation is permanent and can’t be undone. This tool will allow you to remove client identifiers from your clients if they are not getting services after the certain date. Please refer to your contribution agreement with IRCC if you ne...

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Employment Group Activity Attendee Form (2020)

Category: Group Activities

Learn how to complete the Employment Attendee Forms for a Group Activity with Named Clients. Start Here Employment Group form and Attendee forms order Due to the complexity of these forms, they must be completed in a specific order to ensure that your reporting will be correct. Group Form - This fo...

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Employment Group Activity Service Form (2020) - Named Clients

Category: Group Activities

Start using this form as of April 2020 for all reports and ICARE bulk uploads Start Here If Employment Group Activity was selected as the Session Type, then an Employment Service Form will be attached to the Group Activity Name.  A Group Activity Name is added after you begin a Group Activity Sessio...

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Employment Service Form (2020)

Category: Direct Services

Learn how to add an Employment Form and the six related intervention types. Start using this form as of April 2020, for all reporting and ICARE bulk uploads. Start Here After you have created a Session form and added a Client you will be able to create an Employment Form. Instructions and Definiti...

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Reports with Extended Parameters for Custom Reporting

Category: Creating Reports

This is a list of all the reports with the option of extended parameters: Overview Reports All Services Totals (New) All Client Totals Based on Client Profile All Client Totals Based on Client Profile (Training based on Enrollment) Custom Agency Questions by Form Type All Services Totals By Staff In...

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Demo Site - Test Case #2 - Group Service

Category: Getting Started

I held a group session and I need to add clients and enter the service. (Information and Orientation Group) Description Find Client/Activity in my Agency check all clients are entered. Then Find Client/Activity group name, start group session   Steps to do this. StepTask1 Click Find Client/Activity ...

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Demo Site - Test Case #1 - Direct Service

Category: Getting Started

I met a brand new client today, who provided me with all necessary client information. I need to open a new profile and add a information & orientation service Description Go To Find Client/Activity, if no client, create a new named client profile and add an Information & Orientation Service...

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Why Place a Ticket on the Online Support Ticket System?

Category: Getting Started

In order to streamline support requests and better serve you, a couple years ago we began to utilize a support ticket system. Every support request is assigned a unique ticket number which you can use to track the progress and responses online. You can check the status of previously opened ticket. W...

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