by Gina James | Nov 14, 2023 | CM In App Announcements, Data Management, General Info, Grants, System Administration, Tips & Tricks
STAFF ONLY TRAINING ON THE VOLUNTEER PORTAL *(SEE BELOW FOR INFO ON THE VOLUNTEER-SPECIFIC TRAINING): I have received quite a few requests from staff to train on the volunteer portal. A few weeks ago, I scheduled the training and sent out the registration link....
by Gina James | Oct 24, 2023 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
I have gotten a number of requests from individual agencies to do another training on the volunteer portal for staff only. Since this training is repetitive from beginning to end for all agencies, I have scheduled an all agency training on the volunteer portal for...
by Gina James | Aug 28, 2023 | CM In App Announcements, Data Management, General Info, Reporting, System Administration, Tips & Tricks
I have noticed that many users across our user base are not aware of some very important and time-saving workflows in CasaManager so you reach out to us (as you should) for help with simple tasks. Much of this is due to staff turnover and incoming staff not being sent...
by Gina James | Jun 16, 2023 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, VM In App Announcements
Many of you have heard of the Annie E. Casey Foundation. If you haven’t, The Foundation is a philanthropic organization whose interests lies in the improvement of the health, safety, and well-being of youth, either before they become involved in the juvenile justice...
by Gina James | Mar 22, 2023 | CM In App Announcements, Data Management, General Info, Grants, System Administration, Tips & Tricks
I have learned of quite a few new staff changes across many agencies and that most of them have not participated in new user training. Lack of training creates an atmosphere ripe for data entry errors as well as lack of confidence and skill set building in...
by Gina James | Mar 15, 2023 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, VM In App Announcements
It is March and I think some people have forgotten to do two things in the new year. Change your fiscal year dates in Agency Info to reflect your current fiscal year. Those dates impact all reports which run on the fiscal year date range. To advance those dates,...