A Work Template in empowOR is a customizable tool that controls staff access to forms and programs based on their role. It ensures staff can only see and complete necessary forms, streamlining the enrollment and service delivery process.
Key Functions of a Work Template
- Defines which forms and programs a staff member can access.
- Organizes program requirements and enrollment forms.
- Helps secure data entry by limiting access based on role.
- Allows staff to switch between assigned Work Templates as needed.
For example, an Energy Assistance worker may only access forms for eligibility and benefits, while a manager may have multiple templates to work across different programs.
Critical Components in empowOR
- Program Structure:
- Program Type → Defines services, outcomes, and enrollment forms.
- Program → Specific programs under a Program Type.
- Program Instance → A specific occurrence of a program (e.g., a school year, a funding cycle).
- Service Groups & Templates:
- Programs may offer multiple services grouped under Service Groups.
- Service Templates determine the format for data entry.
- General: Service Info, Referrals, Funding, Expenditures, Outcomes.
- Counseling: Basic Info, Sessions, Outcomes.
- Financial Services: Basic Info, Transactions, Outcomes.
- Attendance Multi-Service: Simple check-in system for programs like Meals on Wheels.
- Outcomes & Assessments:
- Outcomes are predefined and linked to programs to track progress.
- Assessments measure eligibility and client progress over time.
- Supplemental Forms:
- Collects additional data required by funders (income, housing, education, employment, etc.).
- Funding Sources:
- Tracks money allocated and spent on participant services.
- Generates reports and enables voucher printing.
Steps to Set Up a Work Template
- Set Up Agency Data:
- Create locations, assessments, funding sources, service groups, and outcomes.
- Configure Programs:
- Define Program Types and assign Service Groups & Templates.
- Add Programs and their Instances with eligibility rules and funding.
- Create Work Templates:
- Name and configure dashboards.
- Assign Forms (Supplemental, Assessments, Service Forms).
- Link Program Types, Programs, and Instances.
- Assign Staff to their appropriate Work Templates.