Icons & Definitions

Note: Please see the “Quick Tip: Icons and Definitions: documentation for images of the icons described below.

Add New – Create a new record (e.g., enrollment, service record, income source, case note).
Edit – Modify an existing record (e.g., address, participant info, service).
Case Notes – Search, view, and report case notes.
History – View historical records (e.g., address, household composition).
Child – Identifies participants as children based on DOB.
Delete – Permanently remove an item.
Copy – Duplicate an existing record (must update date/assessment name).
Primary – Marks the head of household as the primary participant.
Primary/Non-Primary Record – Designates records as primary (green tag) or non-primary (gray tag).
Enrollment Linked Info – Link/view linked info within an enrollment.
Enrollment Assignments – Manage staff assigned to an enrollment.
Enrollment Outcomes – Add/edit outcomes related to an enrollment.
Archive – Archives a record (similar to deletion).

Assessment – A set of questions to track participant conditions over time.
Custom Forms – Track additional participant, enrollment, or program-related data.
Enrollment Form Types – Options for enrolling participants:
- General – Standard enrollment.
- Scheduled – Includes a custom schedule.
- Project – Designed for community/business participants.
- Custom – Requires a predefined custom enrollment form.
Funding Source – The specific source of funding (e.g., HUD, United Way).
Funding Allotment – A specific grant assigned to programs over a time period.

Group Functions – Apply actions (e.g., enrollments, services, outcomes) to multiple participants at once.
History – View historical participant/household data.
Household (HH) – A core record linking participants under the same household.
Non-Program Service – A service provided without requiring an enrollment (e.g., outreach).
Other Organizations – Records details about external organizations that the agency interacts with.

Outcome – The result of an enrollment or service (e.g., improved skills after a workshop).
Plans Form – Used to set participant goals and action items, linked to assessments/outcomes.
Service Group – A collection of related services (e.g., HUD Housing Counseling).
Service Item – A specific service provided (e.g., financial counseling).
Service Template – Forms used to record different service types (e.g., financial transactions, counseling).

Plugin – Ensures required data is captured for specific programs (e.g., HUD Housing Counseling).
Program & Program Instances – Defines service interventions and their timeframes.
Program Type – A category of programs sharing similar service/outcome structures.
Supplemental Forms – Collects additional participant/household info (e.g., income, utilities).
Work Template – Controls staff access to forms and programs in the participant system.