Client Alerts

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The AWARDS Client Alerts feature is an optional database enhancement that enables users in specified user groups to record and maintain client alerts information, which can then be viewed by all staff from within Client Search results.  Upon request a client alerts flag can also be added to the face sheet, with a corresponding Demographics ReportBuilder data variable.  

Required Permissions

Because the Client Alerts feature is optional, it is not automatically available in all databases.  When requested, it is turned on behind-the-scenes in AWARDS by Foothold Technology for individual programs and user groups.  (Contact the Help Desk to make this functionality available in your AWARDS database.)  Staff in programs and user groups for which the Client Alerts feature has been turned on must have the following permissions in order to enter, update, or remove alerts:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

There are no restrictions on viewing alerts information.  Once entered it can be viewed by all staff with access to Client Search.   (Staff without access to Client Search may still see client alerts if a request has been made to add alert flags to agency face sheets.)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Maintaining Client Alerts Information - Learn to enter, update, and remove alerts information.

Viewing Client Alerts - Learn how to view alerts within Client Search results.