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Wed, Aug 21

|

Zoom

Look-Up Tables, User Administration and Volunteer Records

Session 1 of Optima Training for CASA Staff

Look-Up Tables, User Administration and Volunteer Records
Look-Up Tables, User Administration and Volunteer Records

Time & Location

Aug 21, 2024, 10:00 AM – 11:00 AM

Zoom

About the event

Optima Training Series

Join us for an essential virtual training series designed to enhance your proficiency with Optima, the cornerstone platform for managing volunteer records and case files within CASA programs. Across nine modules, you'll delve into critical aspects of Optima usage, from setting up user permissions and managing volunteer records to initiating and closing cases seamlessly. Ideal for program personnel involved in user administration, case management, volunteer recruitment, and reporting, each one-hour session offers practical insights and hands-on guidance. Equip yourself with the skills needed to optimize Optima's functionalities and streamline your CASA program operations effectively. Secure your spot today through our training calendar links provided for each module.

Look-Up Tables, User Administration and Volunteer Records

What you will learn:

  • Deciding what will populate the dropdown menus on everyscreen,
  • Deciding who in the program will manage the tables,
  • How to set up users, what information each user will be able to access, and how to disable users.
  • An introduction to your volunteers’ records, and the information contained therein.

Who should attend?

  • Program personnel who will be setting up new users, managing tables, and needing to know information about volunteers.

Session 1 Duration:

  • 1 hour

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