Knowledgebase
OCMS Support > OCMS Support > Knowledgebase

Search help:


» Category: Customizing OCMS Content  (Go back)

» Articles in this category:

 
Roles in OCMS Article not rated yet
There are three levels of users in OCMS   Regular Users also are known as Program Worker: Can ONLY see all forms and sessions in their Program (meaning they can only see their own services). Managers of the Programs also are known as Program Manager: Can ONLY see all forms an...
Manage Agency Programs - adding programs Article rated 3.5/5.0
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...
Manage Agency Programs - adding/removing staff Article not rated yet
Adding/Removing Staff in an Agency Program Every staff member needs to be attached to at least one Agency Program.  Therefore, you will need to create at least one Agency Program. It can cover your whole Agency or be specific to a team, location, funding stream, etc. The concept is flexible but the ...
Manage Agency Questions - Editing Questions Article rated 5.0/5.0
Adding or Removing Mandatory setting from Agency questions Click on the “Manage Agency Questions” link in the My Tasks menu section. The page that loads have all of your Questions in the top table and the forms they are assigned to in the bottom table. To change the mandatory settings for an agency ...
Manage Agency Questions - Adding Questions Article not rated yet
OCMS allows customization of questions giving you a greater flexibility for reporting in all of the forms that are offered including the client profile.   To begin using Custom Questions on your Service Forms and Client Profile you have to create the questions first and then assign them to the Forms...
Manage Agency Questions - Removing Questions Article not rated yet
Removing Agency questions Click on the “Manage Agency Questions” link in the My Tasks menu section. The page that loads have all of your Questions in the top table (Add/Modify or Delete Agency Specific Questions) and the forms they are assigned to in the bottom table (Configure Question Assignment t...
Manage Agency Teachers Article not rated yet
Learn about managing your centralized list of teacher names for Language Training Sessions. Start Here Click on the Manage Agency Teachers link in the My Tasks menu located in the sidebar. Please note: only Administrative staff (coordinators, managers) have access to this link. Instructions and ...
Manage Agency Partners Article not rated yet
Learn about managing your centralized referral list of external partners/referrals. Start Here Manage Agency Partners link in the My Tasks menu located in the sidebar. You have to have the right permissions to see this link. To edit an internal referral/Program review the Manage Agency Programs p...
Employer Directory Article not rated yet
Learn about managing your centralized list of employers. Start Here Employer Directory link in the Job Development menu located in the sidebar. If you have access to the Job Development module you will see these menu items. You have to have the right permissions to see these links. Instructions...
Manage Tutors Article not rated yet
Learn about managing your centralized list of tutors. Start Here Manage Tutors link in the Job Development menu located in the sidebar. If you have access to the Job Development module you will see these menu items. You have to have the right permissions to see these links. Instructions and Def...
Manage Mentors Article not rated yet
Learn about managing your centralized list of mentors. Start Here Manage Mentors link in the Job Development menu located in the sidebar. If you have access to the Job Development module you will see these menu items. You have to have the right permissions to see these links. Instructions and D...
 

 
Powered by Help Desk Software HESK, in partnership with SysAid Technologies