Training Hub
Training Hub
Child Care Trainings

Child Care Trainings

Child Care Staff Trainings

Home Page

When we first login to the Community Platform, this is where we will land. Through the home page, we are able to look up a constituent by entering their Constituent ID, which is the same as their Core Membership ID. We can also look up a constituent by their first and/or last name.

Constituent Page

The Constituent page is where we can view important information for a member, which is pulled from Core. The constituent page is composed of three content blocks. The first block contains a constituents personal and contact information. This is also where we set goals. The second content block contains various tabs that we will cover individually in this module. The third content block contains pieces that are program specific.

Notes

This is the first tab in the main content block. When we leave a note on a constituents profile, it will create a time stamp, showing us when the note was created, as well as who it was created by. We also have the option to delete notes that were created by mistake, or are no longer relevant.

Tasks

The ‘Tasks' tab in the main content block is where we can create a new task for a constituent, as well as view tasks for this constituent created by other Community Platform users. When creating a task, we will have to select who to report to for the task, and who the assignee is. To see all tasks that are assigned to us, select the ‘Tasks’ button on the Side Bar.

Relationships

The last portion of the main content block we will cover in this module is the ‘Relationships’ tab. This tab shows three different types of relationships: Work Relationships, Familial Relationships, and Other Relationships. We are able to view their constituent pages through here as well.