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Quick Start Guide: Refugee Resettlement Program Setup

[PROGRAM SETUP]

Written by asmith

Updated at April 2nd, 2025

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Table of Contents

Overview Step-by-Step Guide

Overview

Setting up programs in the Refugee baseline solution requires careful designation of the correct Program Type to ensure full functionality. Programs must be categorized as one of two available Refugee program types. Without proper designation, programs will not appear in dropdown lists for enrollments and assessments, and certain ClientTrack reports for ORR purposes may not recognize the related data.

Step-by-Step Guide
 

  1. Access Program Setup
    Navigate to: Home > Global Administration > Setup Data Management > Programs
    This pathway opens the Program Setup search form, displaying all system programs.
     
  2. Add or Edit Programs
     

Add a New Program

Edit an Existing Program

click button to add
click icon to edit
  1. Configure a New Program
    Select Add New button from the Program Setup search form.

Complete the required fields in the Program Setup form:

  • Program Name 
  • Program Start Date: Ensure the start date is on or before the first enrollment date.
  • Clients Can Enroll: Choose ‘Yes’ to allow client enrollment via the Enrollments screen.

If you wish to apply a configured Eligibility Rule, click Define Eligibility and select the desired rule to apply. 

  1. Grant Access to Organizations
    At the bottom of the screen, select the organizations permitted to create enrollments in this program under Accessing Organizations.

Choose All Organizations if you want all organizations to have enrollment capabilities. 

  1. Select Program Type
    In the Report Mappings section, choose the appropriate Program Type from the dropdown: Refugee* and Refugee Cash Assistance (RCA)

 

* For ClientTrack purposes, all ORR-funded programs that are NOT Refugee Cash Assistance (RCA) should be designated as Refugee program types. 

Once all necessary program information is entered, click Finish to add the program. You will be redirected to the Programs screen, where the new program will be listed. 

program setup refugee setup data rca

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Related Articles

  • Navigating the Refugee Workspace
  • Auto-Posting Services for a Program
  • ClientTrack User Guide: Introduction
  • Adding a New Refugee Record
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