First in a 3-part series about formatting forms in SAM: we’ll discuss sub-forms and interesting format and configuration options that will present new ways of supporting your team’s visibility to the information you are collecting.
User Interface put into plain English: how you and your computer system interact. Toss in the word design and we’re talking adding style to our systems and everything digital we use to make our business go round. SAM makes sorting and making sense of it all so simple. Even better, SAM also makes it possible to add design elements to our forms that will give us all heart eyes.
Goals, plans, strategies all those things help us further our path in that direction. More times than not, reality sets in and deadlines pile up, new projects are acquired, and clients still take priority. Before you know it, you’ve got a forest fire with nothing but a water cooler near your desk. While not all “fires” can be planned for, there are a few things you can do to have your work be a little more “flame retardant”.
During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.
Did you know you can add templates to the tops of forms? Neither did I, until I stumbled on the option. In this blog, I share how to do this as well as why you might want to for internal and external forms.
Tonight, the Debate for Oregon’s Future took place in North Portland. The debate featured Oregon’s gubernatorial candidates in the upcoming election. The debate was unique in that all questions posed were from youth from around the state, ready and anxious to have their voices heard.
A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.
Requiring a field is a great way to ensure you get the information you need. It's also an easy way to annoy the person filling out a form. This is why you should be clear why and when a field is required to move on.
Still asking your families to email (or snail mail??) you documents? With SAM's public checklists, families can log in to their secure checklist and clearly see the tasks they need to complete during each part of a program.