practice cs processing best practices amy mccarty education services
DESCRIPTION
Staff Dashboard Have all portlets you will use on one (2 max) views (tabs) Filter your Tasks portlet to show Ready tasks Filter your Scheduled Items for To-Do Items only Use the field chooser options to display relevant columns Set as your Favorite screen (Setup > User Preferences) Save the layout!TRANSCRIPT
![Page 1: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/1.jpg)
Practice CS Processing Best Practices
Amy McCarty
Education Services
![Page 2: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/2.jpg)
Objectives
• Use your Staff Dashboard to manage your work and To-Do items
• Best practices for entering time and updating your tasks
• Understand the best ways to find and manage client information
![Page 3: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/3.jpg)
Staff Dashboard
• Have all portlets you will use on one (2 max) views (tabs)
• Filter your Tasks portlet to show Ready tasks• Filter your Scheduled Items for To-Do Items only• Use the field chooser options to display relevant
columns• Set as your Favorite screen (Setup > User
Preferences)• Save the layout!
![Page 4: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/4.jpg)
Time Entry and Tasks
• Move Project column to be in front of Engagement
• Setup User Preferences to allow efficient time entry and to easily update Tasks
• Update your Tasks status during Time Entry to simplify the workflow
![Page 5: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/5.jpg)
Client Dashboard
• Have all portlets you will use on one (2 max) views (tabs)
• Have the Projects portlet set to show tasks• Use the field chooser options to display relevant
columns• Link the client folder on your internal server (if
applicable) to the Solutions portlet• Utilize the portlets to manage client information
![Page 6: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/6.jpg)
Client Custom Fields
• Use to track information currently kept outside of the program
• Can easily run reports and filter client lists based on the custom fields
![Page 7: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/7.jpg)
Questions?
![Page 8: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/8.jpg)
Objectives
• Use your Staff Dashboard to manage your work and To-Do items
• Best practices for entering time and updating your tasks
• Understand the best ways to find and manage client information
![Page 9: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/9.jpg)
Resources on ngaf.com
Resources by Product • Practice CS– Practice CS Client Custom Fields List– Practice CS Dashboards
Video Library• Practice CS– Staff Dashboard– Client Dashboard
![Page 10: Practice CS Processing Best Practices Amy McCarty Education Services](https://reader036.vdocuments.mx/reader036/viewer/2022062401/5a4d1af57f8b9ab05998166e/html5/thumbnails/10.jpg)
Thank you for attending!
(email [email protected] for any needed assistance with processing in Practice CS)