Optima Training Module #2: Case Initiation and Record Maintenance

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.

Case Initiation and Record Maintenance

What you will learn:

• How to open and enter a new case into Optima,
• The different types of data: Required, Critical, Important and “Nice to Know” and
• examples of each,
• How to upload documents to a case file
• How to add new hearings and result out hearings that have been completed.

Who should attend?

• Program personnel who will be entering case information, managing the “case files” for the program.

Session 2 Duration:

• 1 hour