DOCUMENTATION CLIENTS Add a New Client View and Update Clients Dietary Requirements Client Suspensions Deactivate a Client Reactivate a Client Search for Clients Client Cotes Client Groups STAFF Add New Staff View & Update Staff User Privileges (permissions) User Notifications VOLUNTEERS Add Volunteers View and Update Volunteers Volunteer Files Volunteer Notes & Training Volunteer Job History Volunteer Suspension Volunteer delivery roles SERVICE OUTLETS Adding Information To Organisation Info and Invoice Information Add clients to a service outlet Changing a Clients Service Outlet Updating Bank Account Details For Invoices PACKAGE PROVIDERS Create Package Providers Add Clients to Providers Provider Invoices Provider Accounts History Client Changing Providers Unable to Change Providers Due To Error MEAL RUNS View Meal Runs Create & Update Meal Runs Adding Clients to Meal Runs View Meal Deliveries MEAL ADMIN Create Meals View & Update Meals Delete Meals View Meals History Meal Categories Meal Ingredients Meal Properties Meal Comments MENU ADMIN Create Menus View & Update Menu View Menu Histories Print Menu Menu Changes MEAL PLANS View Meal Plan Add and Remove Add-Hoc Meals Create Recurring Meal Plans Update Recurring Meal Plans Meal Plan Templates Updating Meal Plan Pricing RUN ROSTER View the Run Roster Print the Run Roster Assign Volunteers & Update Assignments Volunteer Roles INTERACTIVE PRICE TIERS/SERVICES Set Up Price Tiers Updating Service Types Meal & Services Price Set Up Price Tiers Set Up View Client Price Tier Information CLIENT ACCOUNTS View Client Account Balances View Client Account History Add Credits Bulk Payments Create Invoices View Invoices Print Invoices Pay Invoices Updating Accounts STOCK CONTROL Add Stock Shipments View Stock Shipments Edit Stock Shipments View Stock Levels View Stock History HCP QUOTES & BUDGETS Create a Quote Convert a Quote into a Budget HCP Statements HCP Statement Reports Manage HCP Package Levels JOB ROSTER View the Job Roster Create New Jobs Edit a Job Job Actions Change an Assigned Worker Add a Cancellation View Client & Volunteer Job Histories Adding Clients as an Once-Off For Recurring Jobs TRANSPORT MODULE Repairs & Maintenance Vehicle Roster Weekly Trip Roster Assign Clients to Trips Assign Workers to Trips Cancel a Trip View Client & Staff Trip Histories TICKET PORTAL How to Access the Ticket Portal Create a New Ticket New Feature/Report Request Tickets Public Feature Request Tickets Monthly Ticket Portal Meetings MOBILE WORKER APP Download the App Login Initial page Job Status View Jobs Notes Check In & Check Out Documents & Files WORKER AVAILABILITIES Creating & Updating Availabilities Creating & Updating Jobs Viewing Jobs TWO-FACTOR AUTHENTICATION In the Polixen System In the Mobile Worker App Video Tutorials FEEDBACK, COMPLAINTS & INCIDENTS Feedback Complaints Incidents FINANCE INTEGRATIONS Xero MYOB TASKS Creating Tasks Assigning Workers Completing Tasks Permissions Alerts DEX REPORT Preparing To Submit Your Report Creating a DEX Report Submitting Your DEX Report Understanding & Fixing Errors OASIS REPORT Preparing To Submit Your Report Creating Your Oasis Report Errors When Uploading To Oasis DONATIONS Donors Donations Campaigns Donation Summary Report TIPS & TRICKS ARCHIVE T&T #5: Accounts Freeze T&T #4: Account Security & Tips & Tricks Archive T&T #3: Daily Meal Deliveries & Balance On Date T&T #2: Online Help Manual T&T #1: Shortcut Buttons, Breadcrumb Links, & Client Name Links ADDITIONAL TUTORIALS Address Labels Tutorial Meal Labels Tutorial Emailing Invoices Setup SUMMARY OF OUR REPORTS Report Summary Need some extra assistance?Get in touch to book a training session with our team! Name E-mail Message I agree that my submitted data is being collected and stored. For further details on handling user data, see our Privacy Policy Send Message
