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.

I am amazed at all it can do and your webinars have been most helpful.

Julie

Canton, GA

Training Schedule 2019

Intro to CasaManager 16

1st Wednesday 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
  • Dashboard
  • Action Menu
  • User Preferences
  • Tour of the Modules
  • Basic Navigation
  • Basic Data Entry
  • Site Map
  • Web Links

Click HERE to register.

CasaManager 16 - Child/Case Management

2nd Wednesday 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 or other data elements.

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
  • VOCA Tracking & Reports
  • National CASA Survey
  • Custom Reports
  • Reports Archive

Click HERE to register.

CasaManager 16 - Volunteer Management & Training

3rd Wednesday 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, Availability, and Left Reasons
  • Volunteer Status and Code Progression (What triggers these)?
  • Applicant Screening
  • Applicant Pre-Service Training
  • Volunteer Hours *Revised
  • Inservices and Independent Study
  • Volunteer Case Tracking
  • Volunteer Notes
  • Retraining Function
  • Drag & Drop Document Storage
  • Miscellaneous Fields
  • Anniversary Dates
  • Compliance Report
  • Volunteer Reports

Click HERE to register.

CasaManager 16 - Mix & Match

4th Wednesday of Each Month (45 Minutes)

Description: This training guides users through the six Mix & Match functions, including layered requests and omitting certain records from the found set.

Target Audience: Advocate Supervisors/Volunteer Coordinators/Executive Staff

Key Focus Areas:

  • Casework Queries
  • Advocate/Volunteer Queries
  • Court Hearing Queries
  • Hours Queries
  • Services Queries
  • Placement Queries

Click HERE to register.

Special Webinars to be Scheduled

CasaManager 16 - Gooey Stuff in the Middle #1

Scheduled for Tuesday, Mar. 12, 2019 at 9amPST (60 Minutes)

Description: This training uncovers the hidden treasures of functions, short-cuts, and tips and tricks that harmonize your data input with your data output.

Target Audience: All CASA/GAL Staff Positions

Key Focus Areas:

  • Retraining Function for Volunteers
  • Drag & Drop Document Storage
  • Staff Privileges
  • Custom Forms/Letters
  • Child Picker
  • New Request (Layered Searches) and Omit
  • Misc Fields
  • Exporting and Saving Lists and Reports
  • Additional Volunteer Screening
  • New Hours Function
  • Companion Cases (Case Group, Family Group)
  • How to Set Up Email

CasaManager 16 - Gooey Stuff in the Middle #2

Scheduled for Tuesday, Mar. 26, 2019 at 9amPST (60 Minutes)

Description: This training uncovers the hidden treasures of functions, short-cuts, and tips and tricks that harmonize your data input with your data output.

Target Audience: All CASA/GAL Staff Positions

Key Focus Areas:

  • Hearing Notification Date Range
  • Court Report Notification Date Range
  • Bulk Attendee Inservice Workshop Entry
  • Multi-Grant Tracking
  • Multi-Grant Program Tracking
  • New Request (Layered Searches) and Omit
  • Multiple Petition Tracking
  • Quick Field Searches
  • Emailing from CasaManager
  • Tracking Impact of Volunteer Recommendations
  • Troubleshooting Worksheets
  • Custom Change Log

CasaManager 16 - CasaConnect for State Directors

Date TBD (45 Minutes)

Description: This training shows state directors how to pull selected data from local programs within their state. The report robot is a helpful tool for state directors to analyze local programs’ data without needing to contact each of them individually. This is also helpful to state directors when local programs’ data does not seem to be complete or appears to be inaccurate.

Target Audience: State Directors Only

Key Focus Areas:

  • Report Robot by All Agencies
  • Report Robot by Selected Agencies
Registration is not open at this time.

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)