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Templates are used as forms for client evaluation with Course Sections. As many templates can be created as desired. However, only one template can be attached per course section. There is no limit o...
Used as the higher level along with Buildings and Locations. Navigation Main Menu > Selects > E-M > Facilities Applies To: Enterprise Plus Basic Field Details Facility: Name field cannot be ...
Used in the Client Family Structure field. Navigation Main Menu > Selects > E-M > Family Structures Applies To: Enterprise Plus Basic Field Details Family Structure: Name of the structure. T...
Fee Groups are used to determine the group a Client is a member of for purposes of determining the fees they will be charged. When adding fees to course sections, fees are set per Fee Group. This allo...
Used in identifying FTE reimbursement in Course Sections. Navigation Main Menu > Selects > E-M > FTE Types Applies To: Enterprise Field Details FTE Type: Name of the FTE type. Required field. ...
Used to track funding in areas including Clients, Courses, Invoices, and Payments. Navigation Main Menu > Selects > E-M > Funding Sources Applies To: Enterprise Plus Field Details Status: Acti...
Used in the Client and Staff Demographics section. In a multi-branch setup, Gender values are the same for all Branches. Modifying the values in one branch changes for all Branches. Navigation Main Me...
Global Fees are used to supplement Course Section Fees using a bulk add process or auto-import into Client Invoices. Global Fees are designed as additions to Course Section Fees but are not attributed...
Used in Client Goals. Navigation Main Menu > Selects > E-M > Goals Applies To: Enterprise Plus Basic Field Details Goal: Name of goal/ Required field. Goal Code: This field is an optional fi...
Used in Course Section Progress settings for grading segments such as attitude, projects, or homework. This feature is retried in Release 3 but remains in Release 2 for historical purposes until relea...