- Security Level Requirements and Access
- System Settings
- Data Backup
- Enterprise Reporting with Zoho
- Foster Care System Link
- Custom Side Menu
- Revision Tracking
This article is meant to provide you with details on the General Tab in System Configuration.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Hover over System Settings and click on “System Configuration”.
Image: System Configuration
To get started, click on the Edit button at the top of the screen and make sure you have the General tab selected.
Image: System Configuration-General Tab: System Settings
Below are descriptions of the available settings:
The data backup section allows you to backup all of the extendedReach data to your computer, at any time. To backup the data, click on the "Email Download Link" when not in edit mode. Click here for more information on the data backup.
Image: System Configuration-General Tab: Data Backup
Enterprise Reporting with Zoho
Zoho Analytics (Reports) is an enterprise feature that is optional for your agency. It allows you to create custom reports, graphs, and dashboards using extendedReach data. This section is where you can manually sync data to Zoho, and view the information that links the two systems together.
Image: System Configuration-General Tab: Zoho Reports
|Name of the database that will display in Zoho Reports
|Db Owner (Email)
|Email address of the database owner
|Username email address used to login to Zoho
|Password used to login to Zoho
|Create Custom Columns to use in Zoho
|Date and time the last sync to Zoho started
|Date and time the last sync to Zoho finished
Foster Care System Link
If your agency has a Foster Care module in extendedReach as well, the two will be linked together in this section. This enables caseworkers to work in both modules and transfer cases. extendedReach staff will link the modules together – the information in these fields do not need to be modified by anyone at the agency. Please contact support@extendedReach.com if you would like the systems linked.
Custom Side Menu
Use the Custom Side Menu field to add links to the side menu on the main workspace screen under Custom. Use the format “title | URL” to add links.
Image: System Configuration-General Tab: Custom Side Menu
Revision tracking allows users to track specific changes made to a case via the Case File. This could be client name changes, address change, caseworker change, rate change, etc. Use the format “group-title | field-title | field-name | prompt for date”. For the Prompt for Date field, enter in a 1 if you want to track the date the change was made; if you do not want to track the date of the change, enter in a 0.
Please contact email@example.com for assistance in finding the field name.
Image: System Configuration-General Tab: Revision Tracking