Administration

General Administration:

Address Types:

To add items in the Address Type dropdown:

Select Address Types tab.

Select the Add icon.

Enter Address Type and select Submit.

To edit items in the Address Type dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Address dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Attributes:

To add items to the Attributes checkboxes:

Select Attributes tab.

Select the Add icon.

Enter Attribute, Value & Entity and select Submit.

To edit items in the Attributes checkboxes:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Attributes checkboxes:

Select desired row.

Select the delete icon.

Select Delete.

Contact Types:

To add items to the Contact Types dropdown:

Select Contact Types tab.

Select the Add icon.

Enter Contact Type and select Submit.

To edit items in the Contact Types dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Contact Types dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Districts:

To add items to the Districts dropdown:

Select Districts tab.

Select the Add icon.

Enter District and select Submit.

To edit items in the Districts dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Districts dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Note Status:

To add items to the Note Status dropdown:

Select Note Status tab.

Select the Add icon.

Enter Note Status and select Submit.

To edit items in the Note Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Note Status dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Note Type:

To add items to the Note Type dropdown:

Select Note Type tab.

Select the Add icon.

Enter Note Type and select Submit.

To edit items in the Note Type dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Note Type dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Tribes:

To add items to the Tribes dropdown:

Select Tribes tab.

Select the Add icon.

Enter Tribe and select Submit.

To edit items in the Tribes dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Tribes dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Custom Fields:

The Custom Fields are located within the Attributes tab of Individual, Application & Vendor detail pages.

To add a Custom Field:

Select the Add icon.

Select a Label (Name) for the Custom Field.

Select the Type of Field desired; dropdown, multi-select, date, number checkbox or text.

Select the Entity (Applications, Individuals or Vendors) where Custom Field should appear.

Enter Dropdown options if applicable.

Application Administration:

Application Status:

To add items to the Application Status dropdown:

Select Application Status tab.

Select the Add icon.

Enter Application Status and select Submit.

To edit items in the Application Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Application Status dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Department Administration:

Add a Department:

Select Administration

Select Department

Select Add Department button

Enter Department name and other pertinent information and select Save.

To enter or edit Department Detail:

Double click on desired Department.

Create new Program:

Select Add Program

Enter Program Name and Abbreviation

Check the Active box if Program is currently active.

Click on Roles Tab to select desired Roles.

Click on Service Codes tab to Select desired Service codes.

Select Save.

Add new Users:

Select Users tab.

Select Add User button.

Enter Name and Email of New User.

Select Save. (You may have to refresh page for New User to appear in List)

Click on newly added User.

Check desired roll for this User.

Select the Save User Roles button.

Individual Administration:

Income Qualifications

To add Qualification

Select Add Income Qualification button

Enter Household size, Low Income Range & High Income Range

Select Save

To edit a Qualification

Double click on desired row

Make necessary changes

Select Save

To delete a Qualification

Double click on desired row

Select Delete

Income Types

To add items to the Income Types dropdown:

Select Income Types tab.

Select the Add icon.

Enter Income Types and select Submit.

To edit items in the Application Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Income Types dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Living Status

To add items to the Living Status dropdown:

Select Living Status tab.

Select the Add icon.

Enter Living Status and select Submit.

To edit items in the Living Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Living Status dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Marital Status

To add items to the Marital Status dropdown:

Select Marital Status tab.

Select the Add icon.

Enter Marital Status and select Submit.

To edit items in the Marital Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Marital Status dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Relationship Types

To add items to the Relationship Types dropdown:

Select Relationship Types tab.

Select the Add icon.

Enter Relationship Types and select Submit.

To edit items in the Relationship Types dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Relationship Types dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Laserfiche Administration

If Laserfiche has been purchased by your department, this area will be maintained by Intertribal Software staff or the tribe’s I.T. department.

Letter Templates Administration

To add a Letter Template:

Select Add Template button.

Select the appropriate category in the Applies To dropdown

Enter Letter Name

Browse to find the desired Letter Template

Select Save

Organization Administration

This is where this organization’s information and logo may be entered and edited. This information will appear on reports generated in OneTribe.

Payment Administration

Denial Reasons

To add items to the Denial Reasons dropdown:

Select Denial Reasons tab.

Select the Add icon.

Enter Denial Reasons and select Submit.

To edit items in the Denial Reasons dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Denial Reasons dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Payment Methods

To add items to the Payment Methods dropdown:

Select Payment Methods tab.

Select the Add icon.

Enter Payment Methods and select Submit.

To edit items in the Payment Methods dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Payment Methods dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Payment Status

To add items to the Payment Status dropdown:

Select Payment Status tab.

Select the Add icon.

Enter Payment Status and select Submit.

To edit items in the Payment Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Payment Status dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Service Categories

To add items to the Service Categories dropdown:

Select Service Categories tab.

Select the Add icon.

Enter Service Categories and select Submit.

To edit items in the Application Status dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Service Categories dropdown:

Select desired row.

Select the delete icon.

Select Delete.

Service Codes

To add items to the Service Code dropdown:

Select Service Code tab.

Select the Add icon.

Enter Service Code and select Submit.

To edit items in the Service Code dropdown:

Double click on desired row OR select a row and the edit icon in the lower left corner.

Make desired change and select Submit.

To delete items in the Service Code dropdown:

Select desired row.

Select the delete icon.

Select Delete.