Features & Benefits | Application Areas | Technical Features

Application Areas

Participant Management

• Create Participant
• Change Participant Data
• Track Participant Progress

Account Management

• Create Account
  (Individual Training or Support Account)
• Create, Print & Track Vouchers
  (Scholarship, Purchase Order, & Check Request)
• Create Expenses
• Annotate Account
• Close Account
  (returns unspent budget allocation)
• Change Account Training Outcome
• Change Account Fund Source
• Change Account Case Manager
• Issue Budget Worksheet Reports

Case Manager Tools

• Dashboard (Case Manager, Program, Provider and Participant performance)
• Home Page
  • Alert System
  • Training Account Case Load
  • Support Account Case Load

Search

• Participant search
• Voucher search
• Account search

Reports

• Training Matrix
• Budget Worksheet
• Program/Provider Statistics

Administrator Tools

• Organization Dashboard
  • Fund Source Status
  • Voucher Status
• Financial Reports
• Hold Accounts
• Adjust Account Budgets
• Void Vouchers

Application Management

• Manage Chart of Accounts & line-item category settings
• Manage Organization Data
• Manage Users & Security Roles
• Manage Vendors & Training Providers
• Manage One Stops
• Manage Units
• Execute Batch Processes