Purpose
The Admin Menu provides comprehensive tools for managing an agency's empowOR site, accessible only to users with Administrator permissions. It provides granular control over every aspect of the empowOR system, allowing agencies to customize, track, and optimize their participant management processes.
Brief Descriptions of Menu Items
Agency Information & Client Inquiry
- Set up agency details like name, logo, contact information
- Define work hours and holiday schedules
- Establish local standards (e.g., age of consent, senior age definition)
- Manage multiple agency locations
- Configure client inquiry portals
- Track location-specific resources (classrooms, beds)
Assessment and Goal Management
- Create detailed assessments to:
- Gather additional participant information
- Evaluate participant progress over time
- Develop standardized goals for tracking family progress
- Link goals to broad dimensions
- Attach goals to assessments and outcomes
Funding and Financial Management
- Track funding sources and allotments
- Monitor fund expenditures
- Maintain running balance of available funds
- Create transaction categories for financial services
- Manage income sources (earned vs. cash benefits)
- Track non-cash benefits (WIC, TANF, SNAP)
Customization and Reporting Tools
- Configure visual flags for participant tracking
- Customize dropdown list items
- Manage:
- Assets and liabilities
- Budget items
- Staff assignment types
- Create domain tags for reporting
- Develop custom forms and fields
- Map agency data to external reporting requirements (HUD, CSBG)
Program Management
- Create program types and specific programs
- Define:
- Enrollment form types
- Service templates
- Outcomes
- Develop work templates to guide staff workflow
- Create service groups with detailed service items
Notification and Communication
- Manage 22 standard notification emails
- Set up alerts for specific modules (e.g., Head Start)
- Configure absenteeism warnings
- Define notification criteria
Special Module Configurations
- Set up non-program service forms
- Configure plugin-specific requirements
- Manage specialized reporting for programs like Head Start, HMIS, Housing Counseling