To begin assigning services click on the Services” at the bottom right of the “Add Services Provided section. The following window will appear. You can search for in two different ways. a keyword in the search term box in the upper right. Explore the taxonomy directly by clicking on the names of the various categories. Click on to the left of the term to read a definition in the box. “View” “Details” Remember that NC 2-1-1 only uses the terms that are shown in bold font. Click on to assign the correct code. “Primary” Don’t forget to click on at the bottom right to save your “Submit” Click the Red Minus icon to delete a service from the provider. Check the check box to mark a service as of Service.” Click Save Status of Service “Out to save the changes. The Maintenance tab provides for three separate functions: Adding a New Agency or Program Copying information from one provider to another Viewing all Agencies and Programs through the Provider Tree Adding a New Agency/Program To add a new Agency or a new Program to an existing agency begin by navigating to the PARENT provider of the agency or program. Clickon the Maintenance Tab. It will open by default to the Provider” tabe which “Add is the first on the left. Click on Subordinate Provider” at the bottom of the page “Add Now enter the name of the new agency or program into the field. “Name” At this time you can also choose sections of the Parent agency profile that you wish to copy to the new Subordinate Agency or Program.
To begin assigning services click on the “Add Services” at the bottom right of the Services Provided section. The following window will appear. You can search for in two different ways. a keyword in the search term box in the upper right. Explore the taxonomy directly by clicking on the names of the various categories. Click on “View” to the left of the term to read a definition in the “Details” box. Remember that NC 2-1-1 only uses the terms that are shown in bold font. Click on “Primary” to assign the correct code. Don’t forget to click on “Submit” at the bottom right to save your Click the Red Minus icon to delete a service from the provider. Check the check box to mark a service as “Out of Service.” Click Save Status of Service to save the changes. The Maintenance tab provides for three separate functions: Adding a New Agency or Program Copying information from one provider to another Viewing all Agencies and Programs through the Provider Tree Adding a New Agency/Program To add a new Agency or a new Program to an existing agency begin by navigating to the PARENT provider of the agency or program. Clickon the Maintenance Tab. It will open by default to the “Add Provider” tabe which is the first on the left. Click on “Add Subordinate Provider” at the bottom of the page Now enter the name of the new agency or program into the “Name” field. At this time you can also choose sections of the Parent agency profile that you wish to copy to the new Subordinate Agency or Program.
Database%20Managers%20Guide%20-%20August%202012_0.docx