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Clients

Clients are your students and learners.

  • Introduction to Clients

    Clients are one of the main data content areas in XenDirect. The term Client is used to refer to students, learners, customers, and whatever other terminology may exist to represent those who purchase...

  • Client Profile - Part 1

    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 ...

  • Client Profile - Part 2

    This Client page contains references to various functions related to the Client profile record. AutoAdd When adding a new Client record, you have the ability to automatically add Client Residency and ...

  • Application

    Allows users to record and track Applications for enrollment into a program of study.  Often used by organizations that offer degree or certificate programs and require tracking the application proces...

  • Assessment

    Allows users to record an unlimited number of needs, barriers, and assessments for a Client. Navigation Main Menu > Clients > Assessment Applies To:    Enterprise    Field Details Assessment: A need, ...

  • Assignment - Part 1

    This page is currently being modified. This message will disappear when completed. Used to record registration/enrollments into any service provided including courses, conferences, etc. A Client can o...

  • Attendance

    Used to record daily attendance for every client assigned to a course or for one individual client in one assignment. Navigation Main Menu > Clients > Attendance Applies To:    Enterprise    Details T...

  • Blocks

    Allows users to block certain Client functions from access until the block is released. Navigation:    Main Menu > Clients > Blocks Applies To:    Enterprise    Plus   Basic Important Notes When a Cli...

  • Case Notes

    Allows users to record an unlimited number of case notes for individual clients. Many features in xenDirect automatically add a case note as part of the process. Navigation Main Menu > Clients > Case ...

  • Checklist

    Allows users to record groups of checklist items or individual checklist items for an individual client. Checklists are used to track program requirements such as application, interview, completion, o...