DOCUMENTATION

CLIENTS

• Add a new client
• View and update Clients
• Dietary Requirements
• Client Suspensions
• Deactivate a client
• Reactivate a client
• Search for Clients
• Client notes

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

MEAL ADMIN

• Create Meals
• View & Update Meals
• Delete Meals
• View Meals History
• Meal Categories
• Meal Ingredients
• Meal Properties

MEAL RUNS

• View Meal Runs
• Create & Update Meal Runs
• Add clients to meal runs
• View Meal deliveries

RUN ROSTER

• View the Run Roster
• Print the Run Roster
• Assign Volunteers & Update Assignments
• Volunteer Roles

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

STOCK CONTROL

• Add Stock Shipments
• View Stock Shipments
• Edit Stock Shipments
• View Stock Levels
• View Stock History

PACKAGE PROVIDERS

• Create Package Providers
• Add Clients to Providers
• Provider Invoices
• Provider Accounts History

CLIENT ACCOUNTS

• View Client Account Balances
• View Client Account History
• Add Credits
• Bulk Payments
• Create Invoices
• View Invoices
• Print Invoices
• Pay Invoices

INTERACTIVE PRICE TIERS

• Set Up Price Tiers
• Meal & Services Price Set Up
• Price Tiers Set Up
• View a Client Price Tier Information

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 

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

ADDITIONAL TUTORIALS

• Address Labels Tutorial
• Meal Labels Tutorial
• Emailing Invoices Setup

TWO-FACTOR AUTHENTICATION

• In the Polixen System
• In the Mobile Worker App
• Video Tutorials

FEEDBACK & COMPLAINTS

• Feedback
• Complaints

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