Download PBPS - KIT Solutions Support Site

Table of Contents
Getting Started............................................................................................. 5
Introduction ............................................................................................ 5
PBPS Basics ............................................................................................ 5
Access to the PBPS................................................................................... 5
Recommended Computer Settings .............................................................. 6
Navigating in PBPS ................................................................................... 6
Basic Layout............................................................................................ 6
Some Task Pane Options ....................................................................... 6
Data Fields & Buttons ............................................................................... 7
Three Levels of Organization Accounts ........................................................ 7
Connecting to the System ......................................................................... 8
Changing Your Password ........................................................................... 9
Managing User Accounts .............................................................................. 9
Creating New User Accounts ...................................................................... 9
Editing User Accounts ..............................................................................10
Permissions............................................................................................11
Changing Staff Permissions by Changing Title (Job Classification)...............11
Custom Staff Permissions by Modifying from Title ....................................13
Subcontractors .......................................................................................13
Managing Organization IDs - County & Tribe ............................................. 14
To View the Organization Information ........................................................14
To Edit the Organization Information..........................................................14
Planning ..................................................................................................... 15
Factor Planning .......................................................................................15
Adding Risk & Protective Factors (R/P) ...................................................15
Goals/Objectives .....................................................................................16
Planning Objectives With The Objective Writer ............................................16
Adding Objectives ...............................................................................16
Editing Objectives ...............................................................................18
Objective Notes ......................................................................................19
Adding Objective Notes ........................................................................19
Editing Objective Notes ........................................................................20
Removing Objective Notes....................................................................21
Programs ................................................................................................... 22
Adding Innovative/Other Programs ............................................................22
Adding Best/Promising Practice Programs ...................................................25
Adding Environmental Based Programs ......................................................29
Creating a Group and Adding it to a Program ..............................................32
Editing Group Already Added to a Program .................................................35
Services ..................................................................................................... 36
Register Participants................................................................................36
Editing Participants..................................................................................37
Deleting Participants................................................................................38
Encrypting Participants’ Names .................................................................38
Adding a New Single Service.....................................................................39
Single Service Staff Service Time Reporting ................................................40
Single Service Demographics Time Reporting ..............................................41
Using the Copy Service Button ..............................................................42
Deleting a Single Service......................................................................42
Creating a Group and Adding it to a Program ..............................................43
Adding a New Recurring Service Series ......................................................45
Recurring Service Staff Service Time Reporting .......................................47
Recurring Service Attendance Reporting .................................................48
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