Program Placements (webinar)

Program Placements can log Supervision Statuses, Transactions, and Services that your organization renders to youth. See the video to review Programs and use the timestamps below to jump to topics in the video.

🗂️ What can you Track with Programs? #

• Introduction – 00:00
• Supervision Status (Consent, Diversion, etc.) – 00:38
• Services (such as Therapy) – 01:15
• Transactions (classes, dollars, hours) – 01:43

📚 Program Placements Overview #

• Available Fields in a Placement – 02:22
• Adding a Basic Program Placement (Supervision) – 04:02
• The Program Timeline – 05:44
• Editing an Existing Program – 06:11
• Adding an Extension to a Program – 06:30
• Tracking Referral Information – 08:22
• Adding an Attachment to a Program – 18:30

↔️ Program Placements with Transactions #

• Adding Transactions (Community Service Hours) – 13:30
• Creating a Dashboard for Transactions – 14:42
• Dashboard Widget Settings for Transactions – 15:25
• Using the Dashboard to Update Transactions – 17:20
• Adding a Program with Points (Detention/BMS) – 19:27
• Points Transaction – 20:42
• Transaction Approval – 21:35

⌛ Closing Out and Reporting on Programs #

• Closing Out a Program – 22:58
• Reporting with Program Placements – 25:10
• Report Options – 25:10
• See our Reports 2.0 Webinar for more details

🧮 Administration Setup Items #

• Admin Functions – Picklist Admin Items – 27:38
• Admin Functions – Creating a New Program Item – 28:36

⚙️ Picklist Admin Item – Program #

• Daily Point Adjust – 29:33
• Track Rate Schedules – 30:19
• Outcome Types – 30:41
• Transactions (Multiple Options) – 31:34
• Sign Off/Approval – 32:33
• Displaying Totals, Allow in App, Active – 32:46

🛠️ Other Settings #

• Program Placement Outcome Types – 33:44
• Program Transaction Preset Settings – 35:35

🧹 Managing Fields for Program Placements #

• Hiding Fields for Placements – 37:32
• Viewing Placement with Edited Fields – 39:49