Setting up ChildPlus

 

You can use the Personnel module to add and maintain information about your staff members. Regardless of whether your agency uses ChildPlus to track employee information, completing some basic information in the Personnel module is necessary in order to use the system. Why is this?Because ChildPlus populates various drop-down lists in the system with the names of your staff members (for example, the Case Worker list in Family Services). If you do not complete this information in Personnel, then you will not be able to select a staff member from the list in Family Services.

 

To learn how to add staff members to the Personnel module, see Adding Staff Members to Personnel.

 

Many of the fields in the Personnel module contain sensitive and confidential information. Therefore, for initial set up purposes, ChildPlus Software recommends that you initially only complete the information on the General tab. You should also select the position that the employee holds from the Position list on the Employment tab.   Once proper user security settings are in place, you can return to this module to add information that is considered sensitive or confidential.

 

Funding sources are an important part of running your PIR because they link funding for programs to funding for individuals, staff members, and in-kind transactions. In order to effectively use ChildPlus, you should go ahead and set up each of your agency's funding source(s).

 

To learn how to set up funding sources for your agency, see Adding a New Funding Source.

 

Before you can start using ChildPlus, you will need to add information about your agency. To do this, go to Setup > Agency Configuration > Agency Info. On this screen, you will need to complete the following Steps:

 

1. Complete the Agency Information tab by providing basic information about your agency

 

Before you can assign participants to programs in ChildPlus, you will need to set up each program that your agency offers. To do this, go to Setup > Agency Configuration > Program Info.  Once you have opened Program Information, see Setting up Program Information for more information on adding your programs.

 

You will also need to associate the proper funding source(s) with each of your agency’s programs, see Associating Funding Sources with Programs.

 

In order to use the Health and Education modules, you will need to set up each of the health events that are associated with your program(s).

 

To learn how to set up health events, see Setting up Health and Education Events.

 

You will need to set up Health and Education requirements so that you can compare a participant's health events against the actual requirements for a program. Once you have set up your health requirements, return to the Program Info screen and specify the health requirement set you want to associate with each program term.

 

To learn how to set up health requirements, see Setting up Health and Education Requirements.

 

Setting up your immunizations schedule in ChildPlus so the system can automatically calculate when each participant's next immunization is due. It also lets you control the order in which immunizations display on the screen.

 

To learn how to set up an immunizations schedule, see Step 7 - Setting up an Immunization Schedule.

 

Configure your ChildPlus Disability module by configuring how you track Concerns, IEPs and IFSPs.

 

To learn how to set up the Disability module, see Disability Setup.

 

Configure your eligibility sets so ChildPlus can automatically calculate each participant's eligibility points when they apply to a program.

 

To learn how to set up an immunizations schedule, see Eligibility Criteria

 

Through Security Settings you can manage security settings for different modules and features in ChildPlus. You can also use it to manage password enforcement options for users.

 

To learn how to set up security settings for ChildPlus, see Security Settings.

 

Through User Security GroupsGroups are used in ChildPlus in order to organize individuals in your system into distinguishable groups or affiliations. you can create groups that allow you to assign full, view, or no security rights to different modules and screens throughout ChildPlus.

 

To learn how to set up user security groups for ChildPlus, see User Security Groups.

 

You can set up each of your ChildPlus users on the User Security Setup screen. You will need to create a user name and password for each user. In addition, you can specify their site and classroom level security access and/or associate them with a specific User Security Group.

 

To learn how to set up users in ChildPlus, see User Security Setup.

The following list reviews the additional setup Steps that you should complete at some point, depending on your needs. Unlike the rest of the configuration steps, these do not have to be completed in any specific order and you can do so at your discretion.

 

Agency-Specific Customizable Fields

 

To learn how to set up Agency-Specific fields in ChildPlus, see Setting up Agency-Specific Customizable Fields.

 

Customize Dropdown Choices

 

To learn how to customize Dropdown Choices in ChildPlus, Customize Dropdown Choices .

 

Data Entry Defaults

 

To learn how to set up Data Entry Defaults in ChildPlus, see Data Entry Defaults.

 

Family Services Events

 

To learn how to set up Family Services event in ChildPlus, see Configuring Family Service Events.

 

Family Outcome Instruments

 

To learn how to set up Family Outcome Instruments in ChildPlus, see Setting up Family Outcomes in ChildPlus.

 

Region Information

 

To learn how to set up Region Information in ChildPlus, see Adding Regions.

 

System Preferences

 

To learn how to set up System Preferences in ChildPlus, see System Preferences Setup.

 

ZIP Code Defaults

 

To learn how to set up ZIP Codes in ChildPlus, see ZIP Code Lookup.

 

Online Application

 

To learn how to set up Online Applications in ChildPlus, see Online Application Setup.