This article demonstrates how to activate an individual client record. When a client record is first created the status is set to inactive. A record can also be changed to inactive status manually when required. To create an assessment record for a client, the status must be changed to Active….
This article demonstrates how to deactivate an individual client record. Client records cannot be deleted, but the client may no longer be relevant to your agency. In this situation, the client record can be deactivated. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed….
Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Step 2. Click on the Clients link. The Clients list will be displayed Search by Name Step…
This article demonstrates how to edit an individual client record. A client’s details may need editing due to a change of name, postcode or gender, or due to a correction of the original entry. Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions…
Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Step 2. Click on the Clients link. The Clients list will be displayed Step 3. If required,…
If multiple client records saved outside of the Community CI system, you may choose to import them in bulk. Using a client template will ensure the data is in the correct format. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Step…
If you have administrator rights to your Community CI system, you will have access to manage user accounts for your agency. If a user no longer requires access to the system, their account should be deactivated. Instructions Step 1. Log into your Community CI system. For more information, refer to…
If you have administrator rights to your Community CI system, you will have access to create new user accounts for your agency. There are steps in the instructions below for the following Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Create the User…
This article demonstrates how to create an individual client record. Clients are created for an agency to allow the capture of demographics and individual assessments. Instructions Step 1. Log into your Community CI system. The welcome page will be displayed. Step 2. Click on the Clients link. Step…
If you have forgotten your password, you can reset it yourself. Follow these steps: Step 1. Navigate to the login page of your Community CI system. Tip – if you do not know the URL of your system, contact your database administrator Step 2. Click the Reset…