This reference guide provides definitions for terms and acronyms discussed within the ClientTrack platform. 

Users:  Any Staff or volunteers with login credentials and access to ClientTrack.

Client:  Any person whose data is being captured or could potentially be captured by ClientTrack. Other family and non-family members and information can be collected but each non-Client added must have a Relationship with a Client in ClientTrack.

Workgroups:  When Users log into ClientTrack, their Workspaces and the functionalities found in the Workspaces are determined by the assigned Workgroup. Some Users, such as Administrators, may have access to all Workgroups, while many front-end users will have a single Workgroup that they always use and may not even need to understand the larger Workgroups concept.

Organizations:  Agencies (single or multiple) that use the same instance of ClientTrack. Also refers to a fundamental security design component affecting multiple areas of a ClientTrack implementation.

***Organizations and Workgroups help determine the Security Model in ClientTrack. ***

Workspaces & the Workspace Menu Bar:  Users can switch between workspaces on the Workspace Menu Bar. In each workspace, the menu options will focus on working with that kind of data.

Menu Groups & Menu Options:  ClientTrack organizes what users see in their Menu Panel in their workspaces. A User’s workgroup and organization access will determine what Groups and Options a user will see in their workspaces.

Action Button:  A clickable icon usually appears left of a display of information in ClientTrack. The icon allows the user to select it and drop down a list of options for that display.

Enrollments:  The essential enrollment components include program name, begin date, and end date. Enrollment can be associated with assessments for reporting purposes.

Workflow:  A Workflow is a series of forms, assessments, and rules which represent a process and are tied together in a sequence. The forms can be of various types from different application areas.

Forms:  Refers to a screen in ClientTrack used to display or collect assessment data.

Assessments:  Snapshots of a client’s situation, including education, financial, health, and employment issues and barriers to client success. Unlike basic client information, such as name, address, and family information, assessments track client data that varies over time.

When adding an Enrollment, a Workflow begins, and a series of Forms generates Assessments that contain the Client level data staff is trying to collect/complete.