Set Up Program (Budget Counseling)

To set up a program in empowOR, follow these steps: 

Define Service Group & Services

• Navigate: Admin → Program Info → Services
• Create a Service Group: Click "Add New Service Group" → Name the Service Group → Choose Service Group Type “Regular” → SAVE.
• Add Service Items:
  • Click "Add New Item" → Name it→ SAVE.
  • Continuing adding new service items until you’ve defined all the Program’s services.

Define Outcomes

• Navigate: Admin → Program Info → Outcomes
• Add Outcomes:
  • Click "Add New Outcome" → Name the Outcome (or, if using CSBG Outcomes, select the appropriate one)→ Select “Check All” for Service Template Types → SAVE & CLOSE.
  • Continue adding Outcomes items until you’ve defined all the Program’s Outcomes. 

Set Up Program Type & Program

• Navigate: Admin → Program Info
• Create Program Type: Click "Add New Program Type" → Name the Program Type→ Select Enrollment Form Type: General → SAVE.
• Assign Service Templates:
  • Under Service Templates, select the appropriate template → Add Service Group.
  • Choose the service group you created earlier → Click Select All under Existing Service Items → SAVE & CLOSE.
• Assign Outcomes:
  • Under Outcomes → Click the box under “Select Outcomes” to see the list → Select the appropriate outcomes → SAVE & CLOSE.
• Create the Program:
  • Navigate to Programs → Click "Add New Program"
  • Name the new program
  • Select Location → Choose from the list
  • Select the appropriate Program Duration→ SAVE & CLOSE.

Set Up Work Template

• Navigate: Admin → Work Templates
• Create Work Template: Click "Add New Work Template" → Name the new work template→ SAVE.
• Assign Program Type:
  • Navigate to Program Info → Add Program Type → Select the program you set up earlier→ SAVE & CLOSE.
• Add Program Instance:
  • Click Show Programs/Instances → Add New Program.
  • Select the program you set up earlier → Choose Existing Instance (e.g., 100 Center Street) → SAVE & CLOSE.
    • If this program takes place at a location that is not yet listed as an Instance in empowOR, you will need to create a new Program Instance.

Configure Participant Info & Forms

• Participant Basic Info:
  • Standard Fields: Check “Required on Form” to make fields mandatory for intake.
  • Custom Fields: Select desired fields from the dropdown (Admin → Manage Custom Fields).
• Add Forms:
  • Navigate to Forms → Add Form.
  • From the Add Form dropdown, select the forms you’d like to add→ SAVE.

Non-Program Service Forms (If Needed)

• Navigate: Admin → Non-Program Service Form
• Click "Add New Non-Program Service Form" → Select relevant forms from the Select Service Forms list → SAVE.
  (Example: Tracking external services like a Farmers Market.)

Assign Staff

• Navigate: Staff Assignments → Click "Add New Staff Member".

Search for names (or Search for All) → Check boxes beside names → SAVE & CLOSE.