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Client Information and Operations System

Client Information and Operations System

This course covers the reporting processes for managing branch organisational performance reporting.

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Responsible Moses Mahasha
Last Update 02/25/2025
Completion Time 15 minutes
Members 2
  • Introduction
    • Welcome to system
  • Client Management
    • Client Registeration.mov
    • Review Registration
    • Branch Walk In
    • Client Activate Account
    • Manage Client Profile
    • Quiz
      10 xp
  • Business Advisory
    • Create Advisory File
    • Advisory Activities
    • Updating Activities
    • Submit to Manager
    • Operations/Branch Manager Reject Advisory
    • Operations/Branch Manager Aprove Advisory
    • Quiz
      10 xp
  • Assessments
    • Assign to Digital Client
    • Manual (In-Person) Assessment
    • Complete Report
    • Report - Branch Manager Reject
    • Report - Practitioner Resubmit
    • Report - Branch Manager Approve
    • Report - Operational Manager Review
    • Quiz
      10 xp
  • Interventions
    • Create Intervention
    • Manage Intervention
    • Submit Intervention
    • Review - Branch Manager Reject
    • Review - Branch Manager Approve
    • Review - Operations Manager
    • Quiz
      10 xp
  • Events
    • Create Event
    • Invite Attendees
    • Publish Event
    • Event Registration - Digital Client
    • Event Registration - Manual Client
    • Complete Event
    • Branch Manager Review
    • Operations Manager Review
    • Quiz
      10 xp
  • Branch Reporting
    • Mandatory Monthly Reporting
    • Mandatory Monthly Approval
    • Mandatory Quarterly Reporting
    • Mandatory Quarterly Approval
    • Mandatory Annual Reporting
    • Branch Statistics
  • Additional Lessons
    • Login with Microsoft