Lesson 1: Menu & Tool Bar

Use the navigation menu to switch between the different pages. Use the Tool bar for messaging, reporting, page help and more!



Key Takeaways: 

  • The menu navigation is on the left hand side and can be hidden by selecting the “other” option on the tool bar
  • The tool bar is the ribbon on the top of the page which offers more features when you switch between the homepage to another page
  • Use the messaging function to send messages to both caseworkers and clients

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