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  1. PAIRIN
  2. My Journey
  3. Professionals/Alongsiders

Professionals/Alongsiders

  • Creating Groups and Sending Messages
  • Inviting Individuals to the Participant Portal
  • Completing the Needs Inventory
  • Receiving, Viewing, and Updating Referrals
  • Agreement options
  • Using the attendance feature
  • User Types
  • Understand the Services Received and Progress Form
  • Finding or adding a participant
  • Adding an announcement
  • External referrals
  • Adding a certificate to a resource
  • Using ad-hoc reports
  • Using the activity timeline
  • Quick Reference Guides
  • Transition Specialist workflow
  • Adding referral resources to the Community Catalog
  • Adding referral categories to the Community Catalog
  • Adding referral types to the Community Catalog
  • Sending a referral
  • Finding a resource for a student (assessment, class, orientation, program, workshop or service)
  • Setting up the Community Catalog
  • Setting up email and text notifications
  • Performing a Quick Intake on a Client, Customer or Student
  • Bulk Editing Incoming Referrals
  • Adding personal goals for a participant
  • Adding an assessment
  • Admin alongsider features and functionality
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