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Wally

Wally Lugo

wlugo@eccovia.com

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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

1644 Views 2 min

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

304 Views 2 min

Report Scheduler

Published December 27th, 2023 by Wally Lugo

Introduction The Report Scheduler controls the file type output and frequency of scheduled reports. There are four (4) key areas: Report Name, Report Recipient, Export Format and Run Frequency Report Name This is the name that will be used in the Asynchronous Task and Scheduled Reports forms. The name should be something descriptive and recognizable

552 Views 1 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

1048 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

869 Views 1 min
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Wally follows these articles

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