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

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Register a New Client 3002

Manage Agency Programs - adding programs 2735

Create a Session 2580

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

OCMS Virtual Assistant 2019-09-12 12:47:54

Manage Agency Programs - adding/removing staff 2018-08-21 17:30:53

 
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