Download Integrated Tracking System User Manual

6.6 Close Out the Fiscal Year ......................................................................................40
6.7 Return to Main Switchboard..................................................................................40
7. Setup & Utilities ............................................................................................................................... 41
7.1 Client Services Setup .............................................................................................43
7.2 Program Information Setup....................................................................................41
7.3 Volunteer Services Setup …………………………………………………….44
7.4 Funding & Custom Field Setup .............................................................................45
7.5 Print Intake Forms .................................................................................................45
7.6 Send Data to Central Agency.................................................................................45
7.7 User and Security Setup.........................................................................................46
7.7.1 User Setup ………………………………………………………………..46
7.7.2 Security Setup ……………………………………………………………47
7.7.3 Delete Clients ……………………………………………………………47
7.7.4 Merge Clients …………………………………………………………….47
7.7.5 Return to Setup Switchboard …………………………………………..47
7.8 Return to Main Switchboard..................................................................................45
1. Overview of the Application
The Integrated Tracking System (ITS) is a database application designed to track and report client activities related to Family Violence or Sexual Assault services. The primary function of this system is to
provide an automated method of calculating and producing required reports for either of two funding
sources, Texas Department of Human Services Family Violence or Office of the Attorney General Sexual Assault Programs.
The ITS Main Switchboard Menu has six categories. There are four modules into which data must be
entered in order for the ITS to produce the necessary reports. These modules are as follows:
•
•
•
•
Clients
Hotline Calls and Other Services
Education Programs
Volunteer Management
One of the modules is for performing end of month/year close and producing final reports
•
Reports
The remaining module is the ITS management function for setting up your program information and users and sending data to the central agency.
•
Page 3
Setup & Utilities
ITS User’s Manual