Waiting Lists







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The AWARDS Waiting Lists feature enables users to place clients from a source program onto a customized waiting list if they meet a set of agency-specified criteria.  From a waiting list clients can then be placed into destination programs.  These tasks can be performed from a variety of locations in the Intake/Admission and Profile modules.

IMPORTANT! In order to add clients to or place clients out of waiting lists, those waiting lists must first have been configured using the System Setup module's Waiting List Configuration feature.  For more information on that component of the waiting lists functionality and the permissions required to access and use it, click here.

Required Permissions

Permissions required to use the Waiting Lists feature are as follows:

Program Chart Access
Display Any Chart Records Buttons

In addition, you must also have a combination of the following permissions, based on the tasks you will be completing:

Display Chart Records Profile Button (required only if you will be viewing and/or working with waiting lists via the PROFILE module)
Display Chart Records Intake/Admission Button (required only if you will be viewing and/or working with waiting lists via the INTAKE/ADMISSION module)
Referrals Data Entry (required only if you will be viewing and/or working with waiting lists via the INTAKE/ADMISSION module)
Program Admission/Discharge (required only if you will be viewing and/or working with waiting lists via the INTAKE/ADMISSION module)
Waiting Lists - Add Client (required only if you will be adding clients from a source program onto waiting lists)
Waiting Lists - View Waiting List (required only if you will be viewing waiting lists, placing clients from waiting lists, and/or editing client records on waiting lists)
Waiting Lists - Place Client (required only if you will be placing clients from waiting lists into a destination program)
Waiting Lists - Delete/Remove Client (required only if you will be deleting or removing clients from a waiting list)

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

Click-by-Click Instructions

Adding a Client to a Waiting List - Learn how to add a client onto a waiting list from a source program.

Working with Existing Waiting List Records - Learn how to edit, delete and view existing waiting list records for a selected client and source program.

Placing a Client from a Waiting List - Learn how to add a client into a destination program from a waiting list.

Viewing a Waiting List Report - Learn to generate various types of waiting list-related reports, including reports to see who is on any given waiting list.

Frequently Asked Questions

Waiting List Frequently Asked Questions

FootholdConnect Event Recordings

  NOTE:  Films marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Waiting Lists Preview  (51 min) * - September 2016

A guided tour of the new Waiting Lists functionality in AWARDS.

  https://demodb.footholdtechnology.com/help/?12214