Set Up Agency

Purpose & Outcomes

The empowOR setup involves entering basic agency details, including:

• Agency name, contact information, work hours, holiday schedule, and logo.
• Local data elements for reporting (e.g., Age of Majority, Age of Senior).
• Multiple agency locations, including available resources like classrooms, beds, or equipment, to facilitate scheduling.

Prerequisites

• Gather necessary agency information beforehand using empowOR worksheets:
  • Planning Your Launch – Agency Information
  • Planning Your Launch – Agency Locations

Permissions & Staff Roles

• Administrator permissions are required to access the Admin area.
• User roles will be assigned at launch, with selective access to the Admin menu.

Setup Steps

1. Agency Setup

Navigation:
ADMIN → AGENCY INFO & CLIENT INQUIRY → AGENCY INFO

• Enter required agency information, including:
  • Contact Info: Email, EIN/DUN number, phone, address, time zone.
  • State/Local Standards: Age of Majority, Age of Senior, Age of Working, inactivity threshold.
  • Hours/Holidays: Regular agency hours and holiday schedule.

2. Manage Agency Locations

Navigation:
ADMIN → AGENCY INFO & CLIENT INQUIRY → LOCATIONS & CLIENT INQUIRY

• Use the SEARCH feature to find/edit existing locations.
• To add a new location, click ADD NEW LOCATION, enter required details, and click SAVE.
  • Location Info: Name, address, contact details, type, Site ID.
  • Hours/Holidays: Location-specific hours if different from agency-wide settings.

3. Adding Location Resources

Navigation:
Once a location is saved, go to the RESOURCES tab.

• Use the SEARCH feature to find/edit existing resources.
• To add a resource, click ADD NEW RESOURCE, enter required details, and click SAVE.
  • Basic Info: Resource name, type.
  • Occupancy: Target audience, maximum capacity.
  • Availability: Seasonal or year-round use, available hours.