Managed Items are customizable field choices that appear in drop-down menus across empowOR. Local administrators can adjust these fields to match agency-specific locations, programs, and policies. These settings are accessible via the Admin menu.
Please see the Appendix in the “Managed Items on Admin Menu” documentation for a full listing Managed List Items.
Manage Visual Flags for Follow-Up
- Purpose: empowOR has ten visual flags to indicate when follow-up is needed, displayed next to Participant names on the Household Basic Information page.
- Setup: Go to the Manage Visual Flags for Follow-Up page to configure:
- Whether a flag is used
- Number of days until the next follow-up
- Display conditions for three specific flags (if information is missing)
- Flag color
Managed Lists Items
- Purpose: Allows administrators to edit or add dropdown field options within empowOR (e.g., languages in Basic Participant Information).
- Adding New Items
- Editing & Removing Items
Note: Service Descriptions in Service Templates are managed under Program Info Screens.
Assets and Liabilities
- Purpose: Configures options for the Assets and Liabilities supplemental form, primarily used for financial planning and budgeting.
- Adding New Items
- Managing Item Order
- Newly added items appear at the bottom. Drag and reposition them as needed.
- Editing & Removing Items
Staff Assignment Types
- Purpose: Allows administrators to create and manage additional staff roles beyond the two default types:
- Intake/Case Worker (assigned to the staff entering the household’s enrollment)
- Staff Providing Service (assigned to the staff entering the service record)
- Adding New Assignment Types
- Editing & Removing Assignment Types
- Usage
- New assignment types appear on the Assignments supplemental form, enabling staff or managers to assign themselves or others to participants/households.
- Assignments can be used for filtering participants via Advanced Participant Search and are displayed on the staff’s Home Dashboard.
Budget Items
- Purpose: Configures options for the Budget supplemental form, allowing items to be arranged in any order.
- Adding New Budget Items
- Editing & Removing Items
- Reordering Items
- Click and hold the reposition icon, then drag the item to the desired position. If difficult, zoom in for better control.
- Usage
- Budget items appear in the order arranged when a new Budget Snapshot is created.
Income Sources
- Purpose: Defines income sources for the Income supplemental form, ensuring consistency with agency and funder requirements.
- Adding New Income Sources
- Editing & Removing Items
- Usage
- When a new Income Snapshot is created, staff can assign an income source to a participant via the Manage Participant Income Info page.
Benefit Types
- Purpose: Defines non-cash benefits for the Benefits supplemental form, which can be used alongside the Income supplemental form. Examples include WIC, TANF, SNAP, Housing Voucher.
- Adding New Benefit Items
- Editing & Removing Items
- Reordering Items
- Click and hold the reposition icon, then drag the item to the desired location.
- Usage
- Benefit types are used in the Benefits supplemental form when creating or editing a Benefits Snapshot.
Financial Transaction Types
- Purpose: Expands financial transaction categories beyond standard “deposit” and “withdrawal” in financial programs (e.g., IDA accounts, rental properties). Examples: “Withdrawal for home purchase” or “Late fee”.
- Adding New Transaction Types
- Editing & Removing Items
- Usage
- Transaction types are applied in the Financial Service Template when recording client payments or withdrawals.
Manage Content (Emails)
- Purpose: Allows administrators to edit email notification text triggered by activities and processes.
- Editing Content
- Click EDIT to open and modify the text.
- NOTE: Please see the full documentation for a list of Managed Content options that may be edited.
ECD/Head Start Set Up
- Purpose: Configures settings for Early Childhood Development (ECD) and Head Start programs.
- Configurable Settings
- Setting Health & Education Event Criteria
Manage Domain Tags
- Purpose: Links related information across multiple programs for combined reporting.
- Adding a New Domain Tag
- Editing & Removing Domain Tags
- Attaching Entities to Domain Tags
- Editing & Removing Entities