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Managed Items on Admin Menu

 

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