855-9CASAMGR (855-922-7264) info@CasaManager.com

Free Training!

Whether you add new staff members or you want to simply brush up on your own skills, we all can benefit from live instruction to help us save time and get the most out of CasaManager. We have developed a weekly webinar series to help you and your staff get started with or polish up on your CasaManager skills.

Webinar Recordings

Each of our webinars are recorded. A selection of these recordings are available to be watched after the scheduled event. The featured recordings may be found on our Training Channel.

Training Schedule 2018

Intro to CasaManager 16

1st Tuesday of Each Month (45 Minutes)

Description: This training covers the 101 basics of navigation, data entry, basic reporting, and a brief explanation of some of the features.

Target Audience: New or Existing Staff—All Positions

Key Focus Areas:

  • How CasaManager is Structured
  • Tour of the Modules
  • Basic Navigation
  • Basic Data Entry
  • Basic Reporting
  • Site Map

Click HERE to register.

CasaManager 16 - Child/Case Management

2nd Tuesday of Each Month (45 Minutes)

Description: This training is packed with amazing functionality and goes beyond the basics and dives into the core of child and case management.

Target Audience: Advocate Supervisors/Volunteer Coordinators

Key Focus Areas:

  • Child Detail Workflow
  • Family Detail Workflow
  • Casework Module
  • Case Status
  • Linking Children to Volunteers, Staff, and Professionals
  • Child Picker
  • Grouping Children or Cases
  • Drag and Drop Document Storage
  • The Importance of Accurate Data Entry
  • Major Case Issues
  • Field Searches
  • Miscellaneous Fields
  • Calendar Integration for Hearings and Reminders
  • Volunteer and Child Performance
  • Locking Closed Cases

Click HERE to register.

CasaManager 16 - Reports and Data Mining

2nd Thursday of Each Month (60 Minutes)

Description: The reports wizard has been overhauled to make it simpler to search for, preview, and run reports. Users can also make selected reports individual favorites. The new wizard has optimized functionality that allows users to drill down to quick count data and select alternative date ranges. The new wizard also takes the guess work out of whether or not a report requires a date range.

Target Audience: All Program Staff Responsible for Reports

Key Focus Areas:

  • Quick Count Drill Down
  • Alternative Quick Date Ranges
  • Intuitive Report Criteria
  • Report Sections
  • Individualized Report Favorites
  • Search Feature in Reports
  • Customizing Report Buttons and Descriptions
  • Value Lists
  • VOCA Tracking & Reports
  • National CASA Survey
  • 6-Month Survey
  • Mix & Match

Click HERE to register.

CasaManager 16 - Volunteer Management & Training

3rd Tuesday of Each Month (60 Minutes)

Description: This session covers the key functions of applicant screening, pre-service training, volunteer data management, and volunteer reports.

Target Audience: Advocate Supervisors/Volunteer Coordinators

Key Focus Areas:

  • Volunteer Tracking from Initial Contact to Assignment and Release
  • Details and Availability
  • Volunteer Status and Code Progression (What triggers these)?
  • Applicant Screening
  • Applicant Pre-Service Training *Revised
  • Volunteer Hours, Inservices, and Independent Study
  • Volunteer Case Tracking
  • Volunteer Notes
  • Retraining Function
  • Drag & Drop Document Storage
  • Miscellaneous Fields
  • Anniversary Dates
  • Compliance Report
  • Left Reason Field
  • Volunteer Reports

Click HERE to register.

CasaManager 16 - Open Mic Interactive Session

4th Tuesday of Each Month (30 Minutes)

Description: This is a new training session that allows staff participants to steer the ship. Participants can ask live questions through the chat feature, and may also submit questions in advance so that the facilitator can maximize instructional time.

Target Audience: All Program Staff Positions

Key Focus Areas:

  • Determined by individual participants each session.
Click HERE to register.

Need More Training Options?

Are you looking for customized or online training?

Give us a call or submit a request using the Contact Us button below.

855-9CASAMGR (855-922-7264)