1. User Tips & Tricks for easier & faster data entry Adsystech

2. Where to Search For a NEW Client - Intake page in Central Intake validates 3 times: Head of Household, Social Security Number, First Name, Last Name & Date or Birth

3. Where to Search When working on your Caseload - Search on all Program Library pages

4. Searching tips Use TAB key and ENTER key Blank/no entry displays everyone in database Fuzzy searches help to find unusual names or misspellings % is a WILDCARD – At beginning of name: %son will show all names ending in son In between letters P%son will show all names starting with P and ending in son Number above Grid shows total matches and active record

5. More Searching tips Search Sets become available when large amount of matches occur Select a set in the dropdown to see that set of data Right click FIND allows searches using other items Right click QUERY allows searches with multiple items To remove item from search field, click CLEAR or use DELETE key Funnel symbol allows filtering

6. Grid tips Click Column Heading to sort by that item Click second time to sort in reverse order Click right edge of Column Heading and drag to widen or to narrow column or double click Click on Column Heading and drag to other spot in Grid to rearrange column order Select record by clicking to the left of record Select multiple records by pressing CTRL key and clicking each record Select a range of records by pressing SHIFT key and clicking each record OR click and drag

7. Active Clients Clients on Listing page will be active in Customer dropdown on other program Library pages

8. Active Clients part 2 Customer dropdown on program Library pages will show Clients from Listing page search Or use blue arrow button in toolbar

9. Active Clients part 3 SHRINK buttons filter Customer dropdown to Clients in Household Caseworker Clients

10. Working with Active Clients Active Client will be active on all other pages in the same Library If a page is clicked in a different Library, your active Client may not appear To take the Central Intake Client to program pages, use the GO TO ENTRY button To take the Program Client to Central Intake pages, use the GO TO DEMOGRAPHICS button

11. Navigation tips Use TAB to move from field to field or use mouse to click in each field TAB key positions your cursor for number entry Question sets – press ENTER key after answer Use fuzzy logic when entering answers and when entering data into most fields Mouse over field or grid to see entire entry Mouse over picture icon buttons to see Tool Tip

12. Keyboard shortcuts HOME key takes you to start of field END key takes you to end of line/field To Copy & Paste – CTRL + C = copy CTRL + V = paste CTRL + X = cut Calendar & Dates Can type in date (2 digits for month and date) Use dropdown to use Calendar Change month with arrows or click on Month name Change year with up and down arrows

13. Application Tips If using Operation Year – change it on Entry page or on Listing page Navigate between Program Applications with VIEW PROGRAMS CLIENT IS ENROLLED IN button Filter by Program – displays all applications to specific Program Show Active – displays only active Programs Locate – displays information for selected Program Refresh – shows all Program Applications again

14. Recording Activities Move Activity to different Milestone if needed Delete Activity when created by mistake Activities can be deleted only on the page where they were created Program Components can be deleted only when no Activities are present

15. Login Tips Make the current Application what appears when you log in to Enginuity

16. More Login Tips Use TAB and ENTER keys to move between fields and START button Right click on login window to change: Background image Colors of background, foreground, fields, buttons Reset to default