DCONNECT Training Guide

Table of Contents

• Ankota vs. CILS - what's the difference?

• Ankota Basics

  • Logging in for the First Time

  • Profile Access

  • Resetting Password - ADMIN ONLY

• Consumers

  • Add new consumer

  • Convert I&R consumer to Intake

  • Search/edit Consumer History

  • Can't reach the consumer anymore?

• I&R Service Notes

  • Processing a call

• Service Notes

  • Document + Connect to Goal

• Jot Forms

• Goals

  • Add/Complete a Goal

  • Edit Drop Down Categories - ADMIN ONLY

• Center Activity/Community Events

  • Document from Asana

  • P2P Project

  • Add New Event

• Resources

• Asana

• DCONNECT ADMIN ONLY