Organization management

Organizations serve as the core owners of locations, services, and triage rules. Legal aid members are associated with an organization.

Contents:

• Adding/editing organizations
  • Adding an organization
  • Editing an organization
• Organization “group” roles
  • Organization manager
  • OAS manager
  • Fast entry user
• Locations & Services
  • Managing Locations
  • Managing Location Services
  • Add existing versus add new content
• Triage Rules Content
• Triage rule webforms
  • Granting Access
  • Building a webform
  • Webform endpoints
• Intake settings
  • Adding an existing intake setting to an organization
  • Add a new intake setting to an organization
  • Translate an intake setting
• Organization Reports
• Fast Entry Form
  • Fast entry permissions
  • Related Intake Settings
  • Related Triage Rule
  • Fast entry form
  • Confirmation
  • Data capture & reporting