Managers and Coordinators

Add a funding group
Funding groups exist to segment clients for reporting. If your service has more than one funding contract, and each contract serves specific clients, Fundin...
Fri, 8 May, 2020 at 11:33 AM
Add a new staff member
Today you have a flash new staff member coming to work with you. You need to create a profile for that staff member to access Client Voices.   Today we’re...
Fri, 8 May, 2020 at 11:35 AM
Deactivate a staff member
You need Manager permissions to deactivate a staff member.   When a staff member leaves your service, you’ll need to revoke their access to Client Voices....
Fri, 8 May, 2020 at 11:51 AM
Edit a staff record
You must have Manager permissions to make changes to a staff record.   The first thing you need to do is find them in the Staff list. Click the Staff list...
Fri, 8 May, 2020 at 11:54 AM
Find a staff record
The first thing you need to do is find them in the Staff list. Click the Staff list at the top of the screen.         This will take you to the Staff...
Fri, 8 May, 2020 at 11:55 AM
Migration: Login information
The login requirements for CV1 are different from CV2.   Your CV1 credentials will need to be used to gain access CV2 the first time. But CV2 will ask you...
Thu, 11 Jun, 2020 at 3:47 PM
Migration: Staff records
CV2 does not require you to record so much information about your staff members.    The following table    CV1 (Staff member) CV2 (Staff) First n...
Thu, 11 Jun, 2020 at 3:49 PM
Migration: Client records
Client records now require less information, so some of the client data in CV1 has no home in CV2.   The ethnicity list in CV2 is much simpler than in CV1...
Thu, 11 Jun, 2020 at 3:50 PM
Migration: Client cases
The table below includes data in your client case form, and client case closure form.   Dept resolved has been simplified, and we no longer ask for the pr...
Thu, 11 Jun, 2020 at 3:51 PM
Migration: Budgeting information
The most important difference between CV1 and CV2 is the architecture of the budgeting tools. CV2 was built to break up the budgeting space into Sessions.  ...
Thu, 11 Jun, 2020 at 3:53 PM