Content
- Introduction
- Explanation and Purpose of Configurator
- Security Level Requirements and Access
- Navigate the Configurator
- Upload Form Templates
Introduction
This article is meant to assist you with an overview of the Configurator. If you have a question not addressed here, contact support@extendedreach.com.
Explanation and Purpose of the Configurator
The Configurator is a consolidated list of your agency’s configuration of Program and Home Activity Types, Report Types, and Print Templates. The Configurator allows you to see all of these items in one list and sort them in different ways.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Organization Settings” and click on “Configurator”.
Image: “Configurator Access Screen”
Navigate the Configurator
There are many different ways you can sort the items in the Configurator. To view the grouping options, hover over the “Show” button in the action bar, to select how you would like extendedReach to show you your agency’s configuration information.
Image: “Configurator: Show”
Field Name | Description |
---|---|
By Checklist | Sort by compliance checklist categories. |
By Name | Sort by alphabetical order. |
By Trigger | Sort by creation trigger, (i.e. by Admission, by Placement, etc.) |
By Type | Sort by type: Activity, Report, or Print. |
Missing Files | Items that should have a Microsoft Word document or other file attachment but do not. |
Inactive | Items that have been marked as inactive. |
You can add activities, reports, and print templates for homes and cases in the Configurator. Hover over the “Add” button in the action bar, to add a new Program or Home Activity Type, Report Type, or Print Template.
Image: “Configurator: Add”
When adding a New Program Activity Type, Home Activity Type, Program Report Type, or Home Report Type, you can enter a keyword into the Filter settings box to display a list of related settings.
Image: “New Activity Type Filter Settings"
The titles below the action bar across the top of your screen, describe the information you are seeing below each Column Title.
Image: “Configurator: Columns”
The titles below the action bar across the top of your screen, describe the information you are seeing below each Column Title.
Field Name | Description |
---|---|
Total | Total indicates the total number in this line. |
Name | The name of the Program or Home Activity Type, Report Type, or Print Template. |
Optional | This column indicates whether the item is an optional compliance checklist item. |
Type | Indicates whether this is an Activity Type, Report Type, or Print Template. |
Checklist | Indicates whether the item is in the compliance checklist. |
Approval | Indicates whether the item requires supervisory approval. |
Custom Fields | Indicates whether the item has custom fields, and if so, how many. |
Template Type | Describes the type of template (File – Codes, File – No Codes, Text, Text + User Attach, or None). |
Number of Field Codes | Indicates whether the item has field codes, and if so, how many. |
Available To | Indicates if the item is restricted to certain categories of cases or homes. |
Due/Expires | Indicates if the item has due dates or expiration dates. |
Repeat Every | Indicates Template if the item has a repeating due date. |
Upload Form Templates
You can upload your form templates by doing the following:
- Administration->Organization Settings->Configurator
- Click on the “+” to expand the activity/report options for your Homes/FC Clients
- Click on any of the activity/report links
- Click on “Edit”
- Click on the “paperclip” icon in the bottom box (top left corner) to attach the form template.
- If there is no paperclip, make sure that the “Template Type” is “File – Use Field Codes”.