Getting Started – Client and Service Management
Client and Service Management
1 Getting Started
If you will be logging in for the first time, please refer to the User Setup for Accessing Business Suite page first.
1.1 Logging In
1. Direct your browser to http://<companyname>.fdatasoft.net/csm/
NOTE: Your Fdata contact will notify you what string to use in place of <companyname>.
2. Press the ‘here’ link in ‘Click here to access’ to access the application. This will download csm.jnlp and start the application on your machine and you will use the csm.jnlp to start the application anytime after it has been downloaded. If you should lose the file it may be redownloaded at the address in step 1.
Figure 1. Client and Service Management front page
If you are not able to download or start the application you may have to download the latest version of Java. There is a link to do this on the same page to download the application.
3. A screen will appear where you may enter your login information. You will need to have both a username and password to login into the application. Until you have your own username and password using one of the following:
Figure 2. Logon window
a. Username: settlement Password: password
b. Username: volunteer Password: password
c. Username: langbank Password: password
1.2 Creating/Updating Information
By now you should have downloaded and started the application. If not refer to section 1 in this document for instructions on how to start the application. If the links to videos do not correctly work from this document, a list can be found at http://<companyname>.fdatasoft.net/csm/training/index.html.
1. Log in. If you have forgotten your username or password, please contact your administrator/support and he or she will be able to help you.
(From here on in there will be references to the training videos provided with your application)
2. Once logged in you will be displayed the application’s desktop and the Task Inquiry screen. The Task Inquiry screen will show you all the tasks that are associated to you by default. If you uncheck My Tasks Only you can then see every task or search to see tasks for a specific user.
Figure 3. Task Inquiry Screen
3. Note at the top of your screen there are drop down Menus each with individual Menu Items. If you click on a Menu you can then see the Menu Items and choose one that you would like to work on. (Some Menus are hidden for specific users)
4. We will now begin adding Programs, Services, and Workshops. Please watch the Program training video which will walk you through creating a Program and Service. All fields that are yellow are mandatory and must be filled in prior to creating a record otherwise an error will be displayed referring to the field(s) that has/have been missed.
5. Once a Program and Service has been created you may Associate a Client to the Program depending on your security permissions. If you press the Associate button at the bottom of the Program screen it will bring up a dialog box with all of the clients in the system. From there you may go through the list and add any number of clients to the Program.
Figure 4. Program Maintenance Screen
6. Now that a Program and Service have been created please watch the Workshop training video.
7. If you feel comfortable with creating/editing information please continue if not please go back to Step 4 and repeat each step until you do so.
8. Click on the “Clients” menu and choose the “Client” Menu Item. To help create a Client you may watch the Client training video.
9. You have successfully created a Client. Once your client has been created you may now edit any of the information for that Client. Depending on your security permissions you may be able to add different items to a Client such as a Relative, Referrals or one of the other options at the bottom of the Client screen.
Figure 5. Client Maintenance screen
10. To help create a Relative or Referral you may watch the Relative or Referral training videos.
11. You should now have a good understanding of how our application works. You can now go try doing some of the many other things our application does. For instance, creating a Volunteer (PlaceHolder), Contacts, running Reports or filling out Evaluations/Questionnaires that Clients will complete for the Services you provide.
2 Managing the Application
2.1 Creating new Users
In order to create a new application user, there must be a labourer to attach the user to. For CIAS labourers are Volunteers, Employees or Contractors.
Search for the labourer associated with the new user. If they do not currently exist then create a new labourer based upon their business role within the organization.
After finding or creating the labourer goes to the Employment tab and click on the new button beside the User reference field. This will bring up the new User screen. Enter the following fields:
• Username – should be the same as their windows login username to speed up access to the application
• Password – this can be changed by the user once they log in
• Description – this should be the full name of the user
The user can not log in until they have access to roles associated with them.
2.2 Adding Access Roles
Select the user to add new access roles to and press Update. Go to the Roles tab and press Associate.
Click on the Associate button at the bottom of the screen. This will bring up all the roles available in the application. Click on the Role that the user required. This will add it to the Roles list. Continue until all the required Roles have been added.
The user should at least have the USER role so they can log into the application.
Figure 6. User Maintenance screen
Thank you for going through this walkthrough. Should any questions/errors arise, please contact your Fdata customer support representative.