Audit Checklist Webinar

The Audit Checklist is a double-check system to ensure all necessary data is filled out within YouthCenter. This system will either prevent you from leaving a form before completing certain fields and/or not allowing you to change a client’s status to close without completing certain steps.

The above video covers:

🗂️ Introduction & Overview  #

• Intro – 0:05
• Viewing the Audit Checklist – 1:22
• Why use the Audit Checklist – 2:26
• Audit Checklist settings in Form Admin – 2:57
• Audit Checklist settings in Form Admin – 2:57

📊 Using Demographics #

• Demographics Fields for Audit Checklist – 3:38
• Detention-specific fields – 6:13
• Viewing Client Demographics – 6:39
• Viewing the Audit Checklist with Demographic items – 7:48
• Closing a client with incomplete Audit Checklist – 8:16
• Closing a client with complete Audit Checklist – 8:54

👥 Managing Program Placements in the Audit Checklist #

• Adding Program Placements as items – 12:40
• Adding Outcome and Intake/Release notes within Programs – 13:36
• Adding entries in Program Placements Notes – 16:25

⚙️ Customizing your list  #

• Using the Show Field checkbox – 4:23
• Items that can be added from Built-In Forms – 18:26
• Creating an item from Picklist Admin – 19:10
• Adding Court Case Occurrences and other system-based items – 22:10
• Other fields such as Client Team – 9:53 or Physical Placements – 10:53
• Adding Intake and Release Dates as an item – 11:19
• Adding Intake and Release Notes as an item – 12:05

📝 Using a Completed Checklist #

• Viewing an Audit Checklist with many items – 14:12
• Audit Checklist links to other site areas – 15:17