Table of Contents

Each link will take you to that section of the guidebook and expand the menu to show its sub-sections

 

Getting Started

  • Using this Guide
  • Navigating the Database

Database Features

  • Dashboard
  • Menu Pane
  • Quick Links
  • Profile

Database Setup

  • Setting Up Your Organization
  • Updating Your Profile
  • Adding an Instructor
  • Adding a Facility

Learning Opportunities

  • Learning Opportunities vs Offerings
  • Setting Up a Learning Opportunity

Offerings

  • Offerings vs Learning Opportunities
  • Entering Offerings
  • Class Lists
  • Attendance Sheets
  • Measuring Outcomes
  • Entering Expenses

Registrations

  • Registering a Learner
  • Multiple Registrations
  • Editing Registrations
  • Entering a Learner

Learner Support Services

  • Adding a Learner Support Service Record

Community Supports

  • In-Kind Contributions
  • In-Kind Contribution Tips
  • Community Partners
  • Referring Organizations

Invoices

  • Finding an Invoice
  • Adding a Payment
  • Adding Registrations to an Existing Invoice
  • Refunds
  • Adding Line Items
  • Editing Invoices
  • Adding Tax

Timesheets

  • Entering Instructional Time
  • Entering Prep Time
  • Entering Board Hours
  • Entering Staff Hours

Finding Information

  • Automatic Sort
  • Filtering Data

Year End