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Getting Started - Client

 
The client getting started page provides links to all the pages necessary to create or manage a client within CORE.
 
Links for listing or creating client users, listing or creating facilities, and managing client-level service types are on this page.
 
Getting Started - Client
 
 
1

Create Client Managers

1. Create Client Managers
Follow this link to list or create client managers.
2

Create Client Users

2. Create Client Users
Follow this link to list or create client users.
3

Create Facilities

3. Create Facilities
Follow this link to list or create facilties.
4

Configure Client Service Types

4. Configure Client Service Types
Follow this link to list or create client-level service types.
5

Narrative Reporting

5. Narrative Reporting
This link prepares and downloads a full narrative report for all workpools that have reporting dates that lie between the selected start and end dates. The narrative report is a useful summation of the most important change statistics for audited reports that exist within the selected workpools.

The contents of Getting Started - Client

Client User Index
Facility Index
Client-level Service Type Management
Narrative Report