Getting Started: Organization Management
Objective: Learn how to set up default organization-specific information.
Default information for various fields is provided in Probatum. However, each agency will need to customize the information for their needs. For example, when adding a new "Custody" record, a case manager will select the date of incarceration, as well as the incarceration facility (as seen below). Since local incarceration facilities will vary from agency to agency, your agency administrator* will need to provide this information in Organization Management.
*Only users with administrator user privileges can access the Organization Management portion of Probatum.
Click the Apps menu (found on the toolbar at the top of the Home screen).
Select Organization Management.
You will notice that the setup menu is divided into the following groups: Documents, Assessments, Case, Client, Court, Log, Plan and Staff. This should help you to locate a specific setup item.
Click the link for the setup information you would like to edit (ex. Incarceration Facilities).
Once the list of items appears, click Add New to add a new record OR click any existing record on the list to edit.
Once the dialogue window opens, add the Name and Description (if applicable) for record.
Check the box labeled Active if you wish for the record to appear as an option for form fields within the application (as shown in the Custody record example).
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
Please note that you cannot delete organization management records. If you do not wish for them to appear as an option in form fields, simply uncheck the Active box and save the record.