To set up a program in empowOR, follow these steps:
Define Service Group & Services
- Navigate: Admin → Program Info → Services
- Create a Service Group: Click "Add New Service Group" → Name the Service Group → Choose Service Group Type “Regular” → SAVE.
- Add Service Items:
- Click "Add New Item" → Name it→ SAVE.
- Continuing adding new service items until you’ve defined all the Program’s services.
Define Outcomes
- Navigate: Admin → Program Info → Outcomes
- Add Outcomes:
- Click "Add New Outcome" → Name the Outcome (or, if using CSBG Outcomes, select the appropriate one)→ Select “Check All” for Service Template Types → SAVE & CLOSE.
- Continue adding Outcomes items until you’ve defined all the Program’s Outcomes.
Set Up Program Type & Program
- Navigate: Admin → Program Info
- Create Program Type: Click "Add New Program Type" → Name the Program Type→ Select Enrollment Form Type: General → SAVE.
- Assign Service Templates:
- Under Service Templates, select the appropriate template → Add Service Group.
- Choose the service group you created earlier → Click Select All under Existing Service Items → SAVE & CLOSE.
- Assign Outcomes:
- Under Outcomes → Click the box under “Select Outcomes” to see the list → Select the appropriate outcomes → SAVE & CLOSE.
- Create the Program:
- Navigate to Programs → Click "Add New Program"
- Name the new program
- Select Location → Choose from the list
- Select the appropriate Program Duration→ SAVE & CLOSE.
Set Up Work Template
- Navigate: Admin → Work Templates
- Create Work Template: Click "Add New Work Template" → Name the new work template→ SAVE.
- Assign Program Type:
- Navigate to Program Info → Add Program Type → Select the program you set up earlier→ SAVE & CLOSE.
- Add Program Instance:
- Click Show Programs/Instances → Add New Program.
- Select the program you set up earlier → Choose Existing Instance (e.g., 100 Center Street) → SAVE & CLOSE.
- If this program takes place at a location that is not yet listed as an Instance in empowOR, you will need to create a new Program Instance.
Configure Participant Info & Forms
- Participant Basic Info:
- Standard Fields: Check “Required on Form” to make fields mandatory for intake.
- Custom Fields: Select desired fields from the dropdown (Admin → Manage Custom Fields).
- Add Forms:
- Navigate to Forms → Add Form.
- From the Add Form dropdown, select the forms you’d like to add→ SAVE.
Non-Program Service Forms (If Needed)
- Navigate: Admin → Non-Program Service Form
- Click "Add New Non-Program Service Form" → Select relevant forms from the Select Service Forms list → SAVE.
(Example: Tracking external services like a Farmers Market.)
Assign Staff
- Navigate: Staff Assignments → Click "Add New Staff Member".
Search for names (or Search for All) → Check boxes beside names → SAVE & CLOSE.