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Wally

Wally Lugo

wlugo@eccovia.com

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Project Enrollment Auto-Exit

Published October 3rd, 2023 by Wally Lugo

Introduction The Enrollment Auto-Exit feature is a process that automatically exits an enrollment if the client has not received services within a specified date range. The Auto-Exit feature is an asynchronous task that runs overnight on a nightly basis. There are two different methods for determining which services the Auto-Exit process considers a

684 Views 2 min

Viewing System Updates and Environment Synchronizations

Published January 9th, 2025 by Wally Lugo

Introduction ClientTrack administrators are able to verify when a System Update or Environment Synchronization (sync) was completed in their ClientTrack implementation by checking the System Update form. Only users with access to Global Administration are able to access this form in baseline implementations. Navigation Home > Global Administratio

284 Views 1 min

Comparing Baseline and Configured Workgroup, Form, and Workflow Assignments

Published August 28th, 2023 by Wally Lugo

Introduction It is beneficial to be aware of which forms and workflows are set as overrides from baseline in configured workgroups within ClientTrack. Updates in data collection or reporting, including HUD Data Standard Updates, may require new baseline forms and workflows be created. Those new items will need to be reviewed and updated appropriatel

2015 Views 2 min

Exporting and Importing Queries

Published August 23rd, 2023 by Wally Lugo

Introduction ClientTrack allows users to export and import queries within Query Designer. There are many reasons why users would want to import a query. It could be a query shared by another ClientTrack community, the original query was created in a different instance of their implementation or it is a query shared by Eccovia. Note : User must have

1489 Views 1 min

Adding a Sign Out Button

Published July 19th, 2023 by Wally Lugo

 Adding Sign Out Button 1. Navigate to “System Properties” Home > Global Administration > System Administration > System Properties 2. Scroll down to “System” section 3. Check the box for “Show Sign Out Button” Tip: Pressing Ctrl+F in most browsers will allow you to search for the words “sign out” within the page     4. Click “Save” 5. Relo

1191 Views 1 min
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