Professionals/Alongsiders
- Finding or adding a participant
- External referrals
- Adding a certificate to a resource
- Using ad-hoc reports
- Using the activity timeline
- Quick Reference Guides
- Exporting to TE
- Setting up TopsPro Enterprise Scheduler
- Academic and Career Transition Plan
- Transition Specialist workflow
- Adding referral resources to the Community Catalog
- Adding referral categories to the Community Catalog
- Adding referral types to the Community Catalog
- Referring a client to a resource within the network (internal 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
- Professional alongsider features and functionality
- Admin alongsider features and functionality