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Knowledgebase : Clients
NAVIGATION:  MAIN MENU > CLIENTS > ATTENDANCE   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allows user to enter attendance for every client assigned to a course or for one individual client in one assignment. * The Attendance...
Allows user to block certain Client functions from access until the block is released. ------------------------- NAVIGATION:    Release 3:  Main Menu > Clients > Blocks Release 2:  Main Menu > Clients > Blocks Applies To:    Enterprise    Plus   Bas...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» CLIENT INFO (VIEW + CASE NOTES)   APPLIES TO:    Enterprise    Plus    Basic ------------------------- OVERVIEW Allows user to record an unlimited number of case notes for individual clients. Note:  Case...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» CLIENT INFO (VIEW + CHECKLIST) APPLIES TO:    Enterprise Plus ------------------------- OVERVIEW Allows users to record groups of checklist items or individual checklist items for an individual client. Check...
In response to recent trends, laws, and regulation changes, including the European Union (EU) 2016 General Data Protection Regulations (GDPR), XenDirect is moving to require client consent before a client profile is created and before marketing options ar...
NAVIGATION:    MAIN MENU »» CLIENTS »» COURSEWORK   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allows user view all coursework entries for all clients and add new coursework entries for an individual client.  Master coursework r...
Client Info records basic pertinent information for one client.  XenDirect uses the term "Client" to identify students, participants, trainees, or whatever definition your organization uses to identify your customers. Release 3: * Delete Client:  A cl...
NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Documents) APPLIES TO:    Enterprise Plus Basic ------------------------- OVERVIEW Allows user to upload, classify, describe, and store MS Word or PDF files for a specific Client. Use of...
NAVIGATION MENU:  MAIN MENU > CLIENTS > CLIENT INFO (VIEW + FAMILY)   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allows user to record an unlimited number of Family members for the Client and gather important information on the f...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» CLIENT INFO (VIEW + MEMBERS) APPLIES TO:    Enterprise Plus Basic ------------------------- OVERVIEW Allows a client to be a primary account holder and manage other clients when logged into the Web Registra...
This section allows user to record Employment records for a Client.  Both pre-employment and post-employment can be recorded. ------------------------- NAVIGATION MENU Release 3: Main Menu > Clients > Client > Outcomes/Employment) Release 2: Main Men...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» Client Info (view + Outcomes > Goals/Achievements)   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allows user to record an unlimited number of Goals and Achievements for a client.    DET...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» Client Info (view + Outcomes > Higher Education) APPLIES TO:    Enterprise ------------------------- OVERVIEW Allows user to record college and higher education details for a Client. DETAILS * Higher ...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» Client Info (view + Outcomes > Referrals) APPLIES TO:    Enterprise ------------------------- OVERVIEW Allows user to record unlimited number of referrals made for the Client to other organizations or other ...
NAVIGATION MENU: MAIN MENU >> CLIENTS >> CLIENT INFO (VIEW + OUTCOMES >> TESTING) APPLIES TO: ENTERPRISE PLUS ------------------------- OVERVIEW This feature allows user to record and track and various tests taken by the client. DETAILS * Tes...
Navigation Menu:  Main Menu > Clients > Client Info (view + Profile > Assessment) Applies To:    XenEnterprise    OverviewAllows user to record an unlimited number needs, barriers, and assessments for a Client that apply. DetailsAssessment: A nee...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» Client Info (view + Profile »» Classification)   APPLIES TO:    Enterprise    Plus ------------------------- OVERVIEW Allows user to enter an unlimited number of classifications as relevant for a Client.   ...
NAVIGATION MENU: MAIN MENU >> CLIENTS >> CLIENT INFO (VIEW + PROFILE >> FEE GROUP) APPLIES TO: Enterprise Plus Basic ------------------------- OVERVIEW This section allows user to link client with one or more Fee Group memberships. Fee Group...
NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Profile > Funding) APPLIES TO:    Enterprise Plus ------------------------- OVERVIEW Allows user to record funding sources for a Client. Can also be used to track the amount and balance a...
NAVIGATION MENU: MAIN MENU CLIENTS Client Info (view + Profile Intake/Exit) APPLIES TO: Enterprise Plus Basic ------------------------- OVERVIEW Allows user to record and track additional client profile data related to Intake and Exit. Note: Thes...
Navigation Menu:  Main Menu > Clients > Client Info (view + Profile > Residency) Applies To:    XenEnterprise    OverviewAllows user to track residency for a client to one or more School Names. DetailsSchool Name: Name of the school where the cli...
NAVIGATION: _MAIN MENU > CLIENTS > PROGRESS/GRADING_ APPLIES TO: Enterprise ------------------------- OVERVIEW Allows user to view, add, edit, and delete client progress reports and report cards. DETAILS * Report Cards and Progress Re...
NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Registration > Application)   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allows user to record and track Application for enrollment into a Program of study.  Often us...
NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Registration »» Assignment) APPLIES TO:    Enterprise    Plus    Basic ------------------------- OVERVIEW Use this location to record assignments for activities of any type including course...
NAVIGATION MENU:  MAIN MENU »» CLIENTS »» CLIENT INFO (VIEW + REGISTRATION >> INVOICES) NAVIGATION MENU:  MAIN MENU »» ACCOUNTING »» INVOICES APPLIES TO:    Enterprise     Plus     Basic ------------------------- OVERVIEW Allows user to record and tr...
NAVIGATION MENU:  MAIN MENU »» CLIENTS >»» > Client Info (view + Registration »» Payments) APPLIES TO:    Enterprise    Plus    Basic ------------------------- OVERVIEW This section is used to record Client Payment transactions for Assignments.  No...
APPLIES TO:    Enterprise ------------------------- OVERVIEW Allows users to track client registration in unpaid job placements such as work experience or internships. If attendance must be tracked for this activity, use Courses and Assignments instea...
APPLIES TO:    Enterprise Plus ------------------------- OVERVIEW Allows users to track client purchases of products. ------------------------- RELATED TOPICS Using Courses and Sections to Set Up Products [http://xenegrade.helpserve.com/Knowledge...
NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Registration »» Program) NAVIGATION MENU:  MAIN MENU »» Clients »» Client Info (view + Registration »» Graduation)   APPLIES TO:    Enterprise    ------------------------- OVERVIEW Allow...
NAVIGATION:    MAIN MENU »» Clients »» Skills Profile APPLIES TO:    Enterprise    ------------------------- OVERVIEW The Skills Profile section allows a user to create a profile of identified skills for a client and rank each of the skills up to fiv...
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