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Wed, Oct 23



Setting Up Your Optima Training Database

Session 6 of Optima Training for CASA Staff

Setting Up Your Optima Training Database
Setting Up Your Optima Training Database

Time & Location

Oct 23, 2024, 10:00 AM – 11:00 AM


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.

Setting Up Your Optima Training Database

What you will learn:

  • Accessing your Optima Training Database
  • How to prepare for a successful training,
  • Review lookup tables,
  • Programmatic considerations about advocates’ role.

Who should attend?

  • Program staff assigned to cases, who will supervise, support, manage and maintain advocates.

Session 5 Duration:

  • 1 hour

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