Clients are your students and learners.
The Case Notes feature in xenDirect enables users to record and manage an unlimited number of notes for individual clients. Many system features automatically generate case notes during their processe...
The Checklist feature enables users to record and manage groups of checklist items or individual items for individual clients. These checklists are designed to track program requirements, such as appl...
This article explains the purpose and functionality of the Classification feature in the system. Users will learn how to record and manage client-specific data using classifications and explore relate...
This guide provides an overview of the Coursework feature, detailing its functionality and step-by-step instructions for managing coursework entries. By following this document, users will learn how t...
This guide outlines how to manage client documents in XenDirect, including uploading, classifying, describing, and storing MS Word or PDF files. It also explains key fields, navigation, and considerat...
This document provides detailed instructions for recording and managing both pre-employment and post-employment records for clients. By following this guide, you will understand how to navigate the re...
This guide explains how to record and manage family member information in the Client module, including emergency contacts and other important details. Users will learn how to navigate to the Family se...
This guide explains how to link clients to one or more Fee Groups. Fee Groups determine which fees are attributed to the client during registration and for balance due calculations. Additionally, Fee ...
This article explains how to record funding sources for a client in the system. Users will also learn how to track the amount and balance available for each funding source. By the end of this guide, y...
This article explains how to record and manage an unlimited number of goals and achievements for a client. By the end of this guide, you will understand how to navigate the Goals/Achievements section ...