Osprey Academy - Customer Support & Training

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Case Management Supervisor Advanced: Questionnaires & Views Only

Recommended for Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

What are Questionnaires?

  • What are Custom Questionnaires?
  • What are New Client Enquiries?
  • What are Work Web Questionnaires?

Creating Questionnaires

  • Creating a View
  • Linking & Arranging Fields
  • Filtering Options
  • Design the Client View

Working with Questionnaires

  • Linking your Questionnaire to a Workflow
  • Questionnaire Administrators