DAD 3.0 Administration Manual

Released: February 2026 (v 1.0)

Next: Overview →

Home / Overview

DAD 3.0 Administration Manual Overview

The Disability Advocacy Database (DAD) is a fully accessible, web-based data collection and management system developed by the Protection and Advocacy Network specifically for P&A/CAP programs. What started as a unified way to collect Program Performance Report (PPR) data across funding sources has now evolved into an office wide tool that includes timekeeping features and fund allocation capabilities to meet the unique needs of the P&A/CAP programs.

DAD has also stayed true to its original intent for creation of assisting P&A/CAP programs with completing PPRs for federal grants and contracts. Data collection fields and settings are adjusted as needed to accommodate changes to federal data collection requirements, and report templates updated by NDRN annually for use in completing PPRs.

This manual is intended for DAD Administrators. Non-admin users should refer to the DAD 3.0 User Support site.

← Previous: DAD 3.0 Administration | Next: New Features of DAD 3.0 Administration →

Home / Overview / New Features of DAD 3.0 Administration

New Features of DAD 3.0 Administration

New Form Experience

In DAD 3.0 Administration settings, associations between different types of fields are integrated directly into the New/Edit forms for each item. Each associated field is displayed as an additional form tab.

Admin Settings Export

Settings pages that contain lists of items can now be exported to Excel. You must view the list in Grid format to display the “Export to Excel” button.

Field Display Editor

The Field Display Editor is an Administration Tool that allows agencies to fully customize the layout of display order and layout of fields for Clients, Service Requests and Projects to align with their workflow and use of DAD.

← Previous: Overview | Next: New Form Experience →

Home / Overview / New Features of DAD 3.0 Administration / New Form Experience

New Form Experience

In DAD 3.0 Administration settings, associations between different types of fields are integrated directly into the New/Edit forms for each item. Each associated field is displayed as an additional form tab.

This new interface allows users to create and update new items in a single form, and significantly improves ease of use and efficiency in database administration functions compared to DAD 2.0**.**

← Previous: New Features of DAD 3.0 Administration | Next: Settings Export →

Home / Overview / New Features of DAD 3.0 Administration / Settings Export

Admin Settings Export

Settings pages that contain lists of items can now be exported to Excel. You must view the list in Grid format to display the “Export to Excel” button.

Click the “Export to Excel” button to download an XLSX format spreadsheet to your browser.

← Previous: New Form Experience | Next: Field Display Editor →

Home / Overview / New Features of DAD 3.0 Administration / Field Display Editor / New Form Experience

Field Display Editor

The Field Display Editor is an Administration Tool that allows agencies to fully customize the layout of display order and layout of fields for Clients, Service Requests and Projects to align with their workflow and use of DAD.

This powerful feature can be used to increase the efficiency, quality and completeness of data collection and data entry, and improve the user experience across agency roles.

By optimizing the layout and flow of each form and view, agencies can give their staff more resources to focus on advocacy efforts by reducing time and effort they must spend on database tasks.

For assistance with the Field Display Editor, please contact dadsupport@ndrn.org.

← Previous: Settings Export | Next: Configuration Reference →

Home / Configuration Reference

Configuration Reference by Section

← Previous: Field Display Editor / New Form Experience | Next: Section: General →

Home / Configuration Reference / Section: General

Section: General

← Previous: Configuration Reference | Next: Advocacy Group Options →

Home / Configuration Reference / Section: General / Advocacy Group Options

Advocacy Group Options

Page Type: Settings Form (URL: https://dad3.ndrn.org/admin/adminadvocacygroupoptionsedit)

The options on this page control basic functions related to rules, record review, passwords, display and attachments.

SR Priority/Objective Check Date

Dropdown selection options:

• Reference Date: The Priority/Objective selections for Service Requests will be those that are active on the Reference Date of the Service Request. (Note: Reference Date is equal to Open Date by default, but can be changed to accommodate changes to Priorities and Objectives for previously opened cases.)
• Open Date: The Priority/Objective selections for Service Requests will be those that are active on the Open Date of the Service Request.

Project Priority/Objective Check Date

Dropdown selection options:

• Reference Date: The Priority/Objective selections for Service Requests will be those that are active on the Reference Date of the Service Request. (Note: Reference Date is equal to Open Date by default, but can be changed to accommodate changes to Priorities and Objectives for previously opened cases.)
• Open Date: The Priority/Objective selections for Service Requests will be those that are active on the Open Date of the Service Request.

Project Fund Split Options

Fund Splits are used to control time allocations for Advocacy Groups using the DAD Timekeeper.

Dropdown selection options:

• Allow only a Single Fund Split**: **Adding a new Fund Split will automatically inactivate the prior fund split.
• Allow Multiple Fund Splits**:** Multiple Fund Splits can be active for a single Project. When this option is selected, both a Master Fund Split and Alternative Fund Split(s) can be selected for Project time.

Allow Multiple Primary Assigned Users For SRs

When checked, multiple users can be assigned as “Primary” to a single Service Request. If unchecked, there can be exactly one Primary User assigned to each Service Request.

Allow Multiple Primary Assigned Users For Projects

When checked, multiple users can be assigned as “Primary” to a single Project. If unchecked, there can be exactly one Primary User assigned to each Project.

Allow Multiple SR Reviewing Supervisors

When checked, multiple users can be assigned as “Reviewing Supervisor” to a single Service Request. If unchecked, there can be only one “Reviewing Supervisor”

Allow Multiple Project Reviewing Supervisors

When checked, multiple users can be assigned as “Reviewing Supervisor” to a single Project. If unchecked, there can be only one “Reviewing Supervisor”

Allow Users To Change Their Own Passwords

When checked, users can change their own password in the “Manage Account” section of their User Profile menu. If unchecked, only DAD Administrators can assign and change passwords.

Password Expiration in Days (0 = No Expiration)

To force users to apply regular password changes, set this to a value greater than 0.

Number of Passwords to Remember

To prevent users from using the same password more than once, DAD can remember a set number of prior passwords by setting this to a value greater than 0.

Closure Lockout Date

Service Requests and Projects cannot be closed with a Close Date prior to the Closure Lockout Date. This can be used to prevent backdating record closures after reporting data is finalized.

If left blank, there will be no date restriction when closing Service Requests and Projects.

Linked Group Short Description

For use by Agencies with multiple linked advocacy groups for labeling purposes. Left blank by default. 25-character maximum length.

Group Abbreviation

This text will replace instead of “DAD” for the homepage link on the Main Menu. Left blank by default. This field is used primarily by Agencies with multiple advocacy groups. 10-character maximum length.

Max File Size For Attachments (in MB)

This setting limits users from uploading extremely large file attachments. This value is set to 500 MB by default.

← Previous: Section: General | Next: Advocacy Locations →

Home / Configuration Reference / Section: General / Advocacy Locations

Advocacy Locations

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvocacylocations)

Active Advocacy Locations will appear as selections on the User form Advocacy Location dropdown field.

Advocacy Location records contain the following fields:

• Name
• Description
• Address 1
• Address 2
• City
• State
• Zip
• URL
• Email
• Phone
• Fax
• Area Code
• Time Zone (dropdown selection)
• Is the Main Office (checkbox)
• Active Date
• Inactive Date

To remove an existing Advocacy Location from the Active list, edit the record and enter an Inactive Date.

Advocacy Locations Form

← Previous: Advocacy Group Options | Next: Field Display Editor →

Home / Configuration Reference / Section: General / Field Display Editor

Field Display Editor

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/fielddisplay)

The Field Display Editor is a utility used to configure the layout of record display pages and data entry forms. Fields are organized into categories that represent sections of the display layout and pages of data entry (create and edit) forms. Clients, Service Requests, and Projects each have configurable layouts for a Detail View, a Summary View, an Insert form (i.e. Create new), and an Edit form.

For detailed information on the Field Display Editor, email dadsupport@ndrn.org.

← Previous: Advocacy Locations | Next: Email Notifications →

Home / Configuration Reference / Section: General / Email Notifications

Email Notifications

Page Type: Settings Form (URL: https://dad3.ndrn.org/admin/adminemailnotificationsedit)

Note: Use this section to specify recipients of automatic emails triggered by various events. These emails offer a way to track certain types of events and changes systemwide.

The email notifications in this section are distinct from emails generated through the supervisor review, timesheet approval, and automated appointment functions. [insert links for other types]

When entering multiple email addresses for a single item, separate each address with a semicolon. The following events can trigger email notifications:

When a record is deleted

IMPORTANT: Email Notifications are sent for DAD 2 deletions only! DAD 3 record deletions are recorded in the Deleted Entities Log.

• Email for Client Deletion Notifications
• Email for SR Deletion Notifications
• Email for Project Deletion Notifications

When a funding source is changed

• Email for SR Funding Source Change Notifications
• Email for Project Funding Source Change Notifications

When an SR Type or Project Type is changed

• Email for SR Type Change Notifications
• Email for Project Type Change Notifications

When a User Assignment is changed

• Email for SR Assigned Employee Change Notifications
• Email for Project Assigned Employee Change Notifications

When a Service Request or Project is closed

• Email for SR Closing Notifications
• Email for Project Closing Notifications

← Previous: Field Display Editor | Next: Deleted Entities Log →

Home / Configuration Reference / Section: General / Deleted Entities Log

Deleted Entities Log

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaydeletedentities)

When a record (Client, Service Request or Project), is deleted in DAD 3.0, the contents of the deleted record is added to this log (in Json format – expand the table entry to view this content), along with Date Deleted and Deleted by User fields for audit purposes.

Note: Prior to DAD 3.0, deleted record information and contents were contained in the body of an Email Notification (to recipients specified in Administration > General > Email Notifications).

← Previous: Email Notifications | Next: Warnings →

Home / Configuration Reference / Section: General / Warnings

Warnings

Page Type: Table (URL: https://dad3.ndrn.org/admin/adminmain)

A warning appears on this table whenever a federal mapping option exists that does not have a corresponding option mapped to it in the Administration setup. Not all warnings necessarily indicate a setup issue, as some federal mappings have become unnecessary in current federal reporting but must remain in the system to accommodate variations in setup.

You can hide irrelevant warnings by clicking the “Ignore Warning” button next to the entry.

If you determine that a warning is relevant, click the “Fix Warning” button to be taken to the Administration settings page where the item needs to be added and/or mapped.

← Previous: Deleted Entities Log | Next: Section: Users →

Home / Configuration Reference / Section: Users

Section: Users

← Previous: Warnings | Next: User Maintenance →

Home / Configuration Reference / Section: Users / User Maintenance

User Maintenance

Page Type: Table/Utility (URL: https://dad3.ndrn.org/admin/admindisplayusers)

Associated Record Types

• Disabilities (Funds section)
• Security Groups
• Teams
• Regions (Service Requests section)

Operations

Add New User

To add a new user to the system, click the Add User button at the top of the page. The Add New User form will appear.

• At a minimum, First Name, Last Name, User Name, and Password must be entered in Tab 1: Basic Info. The Active Date should be set to the first day that the new user should be able to log in to DAD, and it can be set to a future date if desired.
• To complete a new User setup successfully, Security Groups must be assigned to the new user (Tab 4: Security Groups).
• Agencies using Timekeeping functions must configure the new user’s settings in Tab 2: Timekeeping.
• Agencies using Regions and/or Teams should configure these settings in Tab 5: Teams and Tab 6: Regions.
• Agencies using DAD to track employee demographic information can optionally enter this information in Tab 1: Basic Info and Tab 3: Disabilities.

Edit User

To edit an existing User record, select the Edit User button (displayed as a pencil and paper icon in the Edit column of the Users grid). The Edit User form will appear. The layout is almost identical to the Add New User form, but:

• It does not have a Password field (changing a user password is a separate action instead).
• There are additional fields related to account activity.

Delete User

To delete an existing User record, select the Delete User button (displayed as a trashcan icon in the Edit column of the Users grid). Agency policies should define when to deactivate versus delete a user account. In most cases, a user account cannot be deleted because it is referenced by other records in the database.

Change Password

To change an existing User's password, select the Change Password button (displayed as a key icon in the Edit column of the Users grid).

Unlock Account

To unlock a user’s account after too many failed login attempts, select the Unlock Account button (displayed as an unlocked padlock icon in the Edit column of the Users grid).

Reset 2FA

Use this operation to reset a user’s two-factor authentication (2FA) configuration so they can re-enroll their device.

User Form Layout and Contents

User Form Tab 1: Basic Info

• First Name (Short Text - required) Enter the user's first name as it should display in DAD records. If a user has a different name for timesheet/payroll purposes, you can specify this in Tab: 2 Timekeeping, Time Sheet First Name.

• Last Name (Short Text - required) Enter the user's last name as it should display in DAD records. If a user has a different name for timesheet/payroll purposes, you can specify this in Tab: 2 Timekeeping, Time Sheet Last Name.

• User Number (Short Text - optional/agency defined)

  Agencies can use this field to align Employee records with their other systems if desired.

• Advocacy Location (Dropdown selection)

  This dropdown is populated with active Advocacy Locations (see Administration > General > Advocacy Locations).

• Position (Dropdown selection)

  This dropdown is populated with active Positions (see Administration > Users > Positions).

• Home Phone, Work Phone, and Alternate Phone (Short Text - optional)

• Email

  It is highly recommended to enter the user’s valid email address in this field. Without an email address, it is not possible for a user to recover their account with Forgot my Password or receive notifications related to Timesheets and Supervisor Closure Reviews. (Short text - optional; but required for notifications and Forgot Password functionality)

• Username

  This is the name the user will enter to log in to DAD. (Short Text - required)

• Password

  In DAD 2, passwords were restricted to 8–14 characters and required at least 1 uppercase, 1 lowercase, 1 number, and 1 special character. In DAD 3, password length can be longer than 14 characters. (Short Text - required)

• Generate Random Password button

  Clicking this button automatically generates a random password in the Password field.

• Gender (Dropdown selection)

• Ethnicity (Dropdown selection)

• Race (Dropdown selection)

• Active Date

  An account is considered Active if the current date is on or after the Active Date, and the Inactive Date is either empty or set to a date after the current date. A user cannot log in to an account unless it is active. (Date - required)

• Inactive Date

  An account is no longer active when the current date is after the Inactive Date. Important: An account remains active through the Inactive Date and becomes inactive the day after the Inactive Date. (Date - optional)

• Force Password Change on Next Login

  Administrators can check this box when creating or editing an account to force a user to set a new password the next time they log in. The box is unchecked automatically after the password has been changed. (Checkbox)

• Notes

  This field is for agency use. It is commonly used to document any changes to a user’s account settings. (Long Text - optional)

User Form Tab 2: Timekeeping

• Paid Hourly Rate (Number (up to 2 decimal places) - optional) This field is used primarily by agencies who do timekeeping calculations that reference employee pay rates in the DAD Report Generator. Important: Any user who has Report Generator access technically has access to this information.

• Billable Hourly Rate (Number (up to 2 decimal places) - optional)

• Full Time Equivalent (Number (up to 2 decimal places) - optional)

• Is Exempt (Checkbox)

  Users marked "Exempt" will not be subject to recording Clock In/Clock Out times that align with their total recorded non-leave time.

• Can Approve Timesheets as a Supervisor (Checkbox)

  Check this box to allow a user to appear on the dropdown list for the Time Sheet Supervisor field in the User form. Note: A user must also have proper permissions granted to approve timesheets. See Timekeeping Settings.

• Can Process Timesheets as an Accountant (Checkbox)

  Check this box to allow a user to appear on the dropdown list for the Time Sheet Accountant field in the User form. Note: A user must also have proper permissions granted to process timesheets.

• Time Security Level (Dropdown selection)

• Time Lock Date (Date - optional)

• Time Sheet Supervisor (Dropdown selection)

      Submitted timesheets for this user will appear on Time Sheet Supervisor's approval queue.
  

• Time Sheet Accountant (Dropdown selection)

      Approved timesheets for this user will appear on Time Sheet Accountant's processing queue.
  

• Time Sheet First Name (Short Text - optional)

  If a user uses a different name for timesheet/payroll purposes, you can specify it here. Otherwise, leave this field blank.

• Time Sheet Last Name (Short Text - optional)

  If a user uses a different name for timesheet/payroll purposes, you can specify it here. Otherwise, leave this field blank.

User Form Tab 3: Disabilities

This tab contains a multiselect checklist of active Disabilities (options are defined in Administration > Funds > Disabilities) with a text-field filter. If your agency tracks disability information for staff in DAD, you can select any disabilities that apply. Otherwise, leave this section blank.

User Form Tab 4: Security Groups

This tab contains a multiselect checklist of active Security Groups (options are defined in Administration > Users > Security Groups) with a text-field filter. Selecting a Security Group will grant the user all of its permissions. Note: It is essential that all DAD users are added to the All Users Security Group.

User Form Tab 5: Teams

Multiselect checklist of Teams (options are defined in Administration > Users > Teams) with a Status Filter dropdown and a Filter Teams text field to narrow down selections to items containing the text entered. If your agency assigns users to Teams in DAD, select them here. Otherwise, leave this section blank.

User Form Tab 6: Regions

Multiselect checklist of Regions (options are defined in Administration > Users > Regions) with a Status Filter dropdown and a Filter Regions text field to narrow down selections to items containing the text entered. If your agency assigns users to Regions in DAD, select them here. Otherwise, leave this section blank.

← Previous: Section: Users | Next: Security Groups →

Home / Configuration Reference / Section: Users / Security Groups

Security Groups

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaysecuritygroups)

Associated Record Type: Users

See Appendix A: Permissions Reference for a complete list of DAD permissions.

Security groups are used to manage user access by grouping permissions together. Each security group is configured with a specific set of permissions that define what actions members of that group are allowed to perform. Instead of assigning permissions individually to each user, administrators add users to one or more security groups, and the users automatically inherit the permissions associated with those groups.

One Security Group should be mapped to Administrators, and one Security Group should be mapped to All Users. All other Security Groups should be mapped to the General Mapped Security Group.

Security Groups Form

Basic Info Tab

Enter the name, description and mapping of the Security Group.

Users Tab

Select the users in this Security Group.

Permissions Tab

Select the permissions to grant users in this Security Group.

See Appendix A: Permissions Reference for a complete list of DAD permissions.

← Previous: User Maintenance | Next: User Assignment Types →

Home / Configuration Reference / Section: Users / User Assignment Types

User Assignment Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvassignmenttypes)

A User Assignment Type is selected when assigning a user to a Service Request or Project. Agencies can create custom User Assignment Types or edit the name of exisitng selections if desired.

When a User Assignment Type that is mapped to Primary or Associated is selected for a record, the user can make use of the Assigned Dashboard views (e.g. Assigned Service Requests), filtering by Assignment type.

The Supervisor User Assignment option appears only for records requiring supervisor review, and is used to designate the supervisor responsible for reviewing records for closure (so they will appear in their Supervisor Approval Queue and Supervisor Closures list for that record type).

User Assignment Types Admin Page

As with most DAD Administration settings pages of this type, operations include: Add User Assignment Type button to add a new entry, Edit and Delete buttons for exisiting entries, and Export to Excel button to export the settings to a file.

User Assignment Types Form

• Name Display name of the User Assignment Type (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Assignment Type Selections: Primary, Associated, Supervisor, Locally Defined Option (Dropdown selection)

• Send Email to Assignee If this box is checked, users who are assigned to a record as this User Assignment Type will automatically receive an email notification. (Checkbox)

• Is the Default Option If this box is checked, this User Assignment Type will be selected by default for new User Assigments. (Checkbox)

• Active Date The User Assignment Type will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The User Assignment Type will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

← Previous: Security Groups | Next: Positions →

Home / Configuration Reference / Section: Users / Positions

Positions

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvpositions)

Positions are agency-defined options for User records. Position information for a User can be accessed with the Report Generator, making it a useful field for organizing and managing an agency's users.

As with most DAD Administration settings pages of this type, operations include: Add Position button to add a new entry, Edit and Delete buttons for exisiting entries, and Export to Excel button to export the settings to a file.

This screenshot contains examples of position names agencies might use:

Positions Form

• Name Display name of the Position (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Is the Default Option If this box is checked, this Position will be selected by default for new Users. (Checkbox)

• Active Date The Position will appear as an option between the Active Date and Inactive Date. (Required)

• Inactive Date The Position will appear as an option between the Active Date and Inactive Date. (Optional)

← Previous: User Assignment Types | Next: Teams →

Home / Configuration Reference / Section: Users / Teams

Teams

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayteams)

Associated Record Type: Users

Teams are agency-defined selections. Each project and service request must be assigned to one or more Teams. Each User can be assigned to (associated with) one or more Teams, either in the User Maintenence form or in the Teams form below.

Teams are used in various lists/views of Service Requests and Projects. Users can view records that are assigned to their Team. Additionally, Service Request and Project View (Own) and Edit (Own) permissions are also granted for all records assigned to the User's Team, not just the individual User. For this reason, assigning Users to Teams can be used as a way to manage record permissions.

Operations available on this page include: Add Team button to add a new entry, Edit and Delete buttons for exisiting entries, Expand All and Collapse All buttons to show or hide Associated Users, and an Export to Excel button to export the settings to a file.

This screenshot contains some examples of Teams:

Teams Form

Basic Info Tab

• Name Display name of the Team (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Is the Default Option If this box is checked, this Team will be selected by default for new records. (Checkbox)

• Assignable to Service Requests If this box is checked, this Team will appear as an option in Service Request records.

• Assignable to Projects If this box is checked, this Team will appear as an option in Project records.

• Active Date The Team will appear as an option between the Active Date and Inactive Date. (Required)

• Inactive Date The Team will appear as an option between the Active Date and Inactive Date. (Optional)

Users Tab

This tab contains a list of Users (filtered by Active Users by default). The "Filter Users" text box can be used to narrow down the list (start typing the user name). Check all Users assigned to the Team, and check Is Team Leader for any user needing to utilize a permission involving "Team Leader Access"..

← Previous: Positions | Next: Substitute Time Sheet Supervisors →

Home / Configuration Reference / Section: Users / Substitute Time Sheet Supervisors

Substitute Time Sheet Supervisors

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaysubsupervisors)

This is an administrative utility that allows a DAD Administrator to specify a Substitute Time Sheet Supervisor for another user. While Time Sheet Supervisors can specify their own substitute time sheet supervisor from their account, in some cases it may be necessary to apply a substitution in DAD Administration.

Add Substitution Form

• Supervisor User who needs a substitution (Dropdown - required)

• Substitute Supervisor User who will be acting as substitute timesheet supervisor (Dropdown - required)

• Start Date Date when the substitution will begin (Required)

• End Date Date when the substitution will end (Required)

← Previous: Teams | Next: Section: Funds →

Home / Configuration Reference / Section: Funds

Section: Funds

The tables in this section define the options for fields that are necessary to collect and report required information in Program Performance Reports (PPRs). Individual options are associated to the funding source(s) to which they apply.

← Previous: Substitute Time Sheet Supervisors | Next: Funding Sources →

Home / Configuration Reference / Section: Funds / Funding Sources

Funding Sources

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvfunds)

Associated Field Types

• Collaborations
• Disabilities
• Ethnicities
• Intervention Strategies
• Living Arrangements
• Problems/Subproblems
• Races
• Reasons for Closing
• Priorities / Objectives
• Performance Measures
• Local Data Fields
• AT Device Types (funds mapped to PAAT only)

About Funding Sources

In DAD 3, the configuration settings for a funding source can be viewed and edited in a single form. Each form tab contains associations for each record type.

By default, only active associations/options are displayed in the Funding Sources table. The section of Filters above the table can be modified to show Inactive or All options for each assocatied field. To hide (collapse) the Filters section from your display, click the "Filters" heading.

The basic settings for each funding source are displayed by default in the Funding Sources table. An expanded entry (viewed by clicking the "+" icon next to an entry or clicking "Expand All") reveals cards that list the options for each associated field.

Funding Sources Form

The form use to create and edit Funding Sources. The form is divided into several tabs, one for Basic Info and one for each Associated field type.

Associations between a funding source and an associated field option can be edited from this form or from the settings form for the associated field.

Basic Info Tab

Options: Is the Default Option, Use with Service Requests, Use with Projects, Include in Timekeeping Calculations

Collaborations Tab

Disabilities Tab

Ethnicities Tab

Intervention Strategies Tab

Living Arrangements Tab

Problems & Subproblems Tab

Races Tab

Reasons for Closing Tab

Priorities & Objectives Tab

Performance Measures Tab

Local Data Fields Tab

← Previous: Section: Funds | Next: AT Device Types →

Home / Configuration Reference / Section: Funds / AT Device Types

AT Device Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvatdevicetypes)

Has Field Mapping / Associated Record Types: Funding Sources

AT Device Types are options used to track AT devices and services received as a result of PAAT-funded services, for reporting purposes. Mapped AT Device Type selections reflect the federally reportable options. Agencies may modify the AT Device Types that end users see and add additional types if desired. For accurate reporting, each mapped AT Device Type must have at least one active selection mapped to it.

AT Device Types can only be associated with funding sources that are mapped to PAAT. For most agencies, this means that PAAT will be the only Funding Source displayed on the Funds tab.

AT Device Types Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped AT Device Type Selections are based on PAAT PPR

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Funds Tab

Unless you have multiple funding sources mapped to PAAT, you will only see one fund selection on this tab.

← Previous: Funding Sources | Next: Collaborators →

Home / Configuration Reference / Section: Funds / Collaborators

Collaborators

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvcollaborators)

Has Field Mapping / Associated Record Types: Collaborations

Collaborators and Collaborations are used in DAD to track activities involving collaboration with other agencies and entities. The OnePPR requires reporting on these collaborations, including details on collaboration with certain types of entities (reflected in the Mapped Collaborators selections). Project records can have one or more Collaborations selected. Each Collaboration can consist of one or more Collaborators.

Collaborators and Collaborations can be entered and maintained by a DAD Administrator or by a User with the Edit: Collaborations permission granted.

Collaborators are entered on this page, and can be associated with exisitng Collaborations. To create a new Collaboration, go to the Collaborations page.

Operations available on this page include:

• Add Collaborator button to add a new entry
• Edit and Delete buttons for exisiting entries
• Expand All and Collapse All buttons to show or hide Associated Collaborations, and
• Export to Excel button to export these settings to a file

This screenshot contains some example Collaborators:

Collaborators Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Collaborator Selections are based on OnePPR. Use "Local Collaborating Agency" for any collaborators that do not fall under one of the other categories.

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Collaborations Tab

This tab list exisiting Collaborations. Check a Collaboration to associate it with your Collaborator.

← Previous: AT Device Types | Next: Collaborations →

Home / Configuration Reference / Section: Funds / Collaborations

Collaborations

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaycollaborations)

Collaborators and Collaborations are used in DAD to track activities involving collaboration with other agencies and entities. The OnePPR requires reporting on these collaborations, including details on collaboration with certain types of entities (reflected in the Mapped Collaborators selections). Project records can have one or more Collaborations selected - options are determined based on Funding Source. Each Collaboration can consist of one or more Collaborators.

Collaborators and Collaborations can be entered and maintained by a DAD Administrator or by a User with the Edit: Collaborations permission granted.

Collaborations are entered on this page, and can be associated with exisitng Collaborations and existing Funding Sources.

Operations available on this page include:

• Add Collaboration button to add a new entry
• Edit and Delete buttons for exisiting entries
• Expand All and Collapse All buttons to show or hide Associated Collaborators and Funding Sources, and
• Export to Excel button to export these settings to a file

Associated Record Types: Collaborators, Funding Sources

Collaborations Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description of Collaboration This field corresponds to information that must be provided for each Collaboration in the OnePPR. (Long Text - required)

• Role of P&A in Collaboration This field corresponds to information that must be provided for each Collaboration in the OnePPR. (Long Text - required)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Collaborators Tab

Select one or more Collaborators for this Collaboration.

Funds Tab

Select one or more Funding Sources for this Collaboration.

← Previous: Collaborators | Next: Disabilities →

Home / Configuration Reference / Section: Funds / Disabilities

Disabilities

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvdisabilities)

Has Field Mapping / Associated Record Types: Funding Sources

Disabilities are options used to track a Client Disabilities for eligibility determination and reporting purposes. Mapped Disability selections reflect the federally reportable options for all funding sources. Agencies may modify Disability selections that end users see and add additional Disabilities if desired. For accurate reporting, each mapped Disability must have at least one active selection mapped to it.

In the Client Record, multiple Disabilities can be selected from a checklist. In a Service Request Record, only Disabilities that were selected for the Client are are associated with the funding source for a Service Request will be available for selection as the "Primary Disability" for that record.

Disabilities Form

Basic Info Tab

Options: Requires Further Description, Can Be Copied Back To The Client When Selected As Primary, Is the Default Option, Local Labels

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Disability Selections are based on PPR categories.

• Requires Further Description This box should be checked to require additional text description when selected. (Checkbox)

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

• Local Label 1 and Local Label 2 Local Labels can be used to define categories and/or alternate terms for each option. Local Labels can then be accessed using the Report Generator.

Funds Tab

Select one or more Funding Sources for this Disability.

← Previous: Collaborations | Next: Ethnicities →

Home / Configuration Reference / Section: Funds / Ethnicities

Ethnicities

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvethnicities)

Has Field Mapping / Associated Record Types: Funding Sources

Ethnicities are options used to record a Client's Ethnicity for reporting purposes. Mapped Ethnicity selections reflect the federally reportable options for all funding sources. For accurate reporting, each mapped Ethnicity must have at least one active selection mapped to it.

Ethnicities Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Ethnicity Selections are based on PPR categories.

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Use with Clients This box should be checked unless the option should not appear for Clients (Checkbox)

• Use with Projects This box should be checked unless the option should not appear for Projects (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Funds Tab

Select Funding Sources for this Ethnicity option. For Projects, only Ethnicity options associated with a selected Funding Source will appear. Ethnicity options for Client records are not determined base don funding source.

← Previous: Disabilities | Next: Intervention Strategies →

Home / Configuration Reference / Section: Funds / Intervention Strategies

Intervention Strategies

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvinterventionstrategies)

Has Field Mapping / Associated Record Types: Funding Sources, Service Request Types (Service Requests)

Intervention Strategies are options used to track the type of intervention used when closing a Service Request, for reporting purposes. Mapped Intervention Strategy selections reflect the federally reportable options for all funding sources. Agencies may modify Intervention Strategy selections that end users see if desired. For accurate reporting, each mapped Intervention Strategy must have at least one active selection mapped to it for each applicable Funding Source.

Options: Is the Default Option, Requires an Explanation

Intervention Strategies Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Intervention Strategy Selections are based on PPR categories.

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Requires an Description This box should be checked to require additional text description when selected. (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Funds Tab

Select one or more Funding Sources for this Intervention Strategy.

Service Request Types Tab

Select one or more Service Request Types for this Intervention Strategy.

← Previous: Ethnicities | Next: Living Arrangements →

Home / Configuration Reference / Section: Funds / Living Arrangements

Living Arrangements

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvlivingarrangements)

Has Field Mapping / Associated Record Types: Funding Sources

Living Arrangements are options used to track a Client's living arrangement and reporting purposes. Mapped Living Arrangement selections reflect the federally reportable options for all funding sources. For accurate reporting, each mapped Living Arrangement must have at least one active selection mapped to it, and all Living Arrangaments must be associated with the proper funding sources based on reporting requirements.

In the Client Record, a Living Arrangement can be selected from the list of all active Living Arrangaments. When a Service Request is created for the client, the Client's Living Arranagement will be auitomatically copies to the Service Request Living Arrnagement if that Living Arranagement is associated with the Service Request's funding source. A Service Request Living Arrangement may differ from the Client Living Arrangement in cases where the client is residing in multiple sor temporary settings, or if the Client Living Arrnagement is not an option for the Service Request's funding source.

Options: Is the Default Option, Is a Facility, Use with Clients and Service Requests, Use with Projects

Living Arrangements Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Living Arrangement Selections are based on PPR categories.

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Is a Facility This box should be checked for Living Arrangements that are facilities. (Checkbox)

• Use with Clients and Service Requests This box should be checked for Living Arranagements that are reportable for individual cases. (Checkbox)

• Use with Projects This box should be checked for Living Arranagements that are reportable for projects (e.g. OnePPR-funded projects). (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Funds

Select one or more Funding Sources for this Living Arrangement.

← Previous: Intervention Strategies | Next: Outcome Statements →

Home / Configuration Reference / Section: Funds / Outcome Statements

Outcome Statements

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvoutcomes)

Has Field Mapping / Associated Record Types: Funding Sources, Problems

Outcome Statements are options used to track case outcome information when closing a Service Request with a PABSS, PAIMI or CAP funding source, for reporting purposes. Mapped Outcome Statement selections reflect the federally reportable options for these funding sources. Agencies may modify Outcome Statement selections that end users see if desired. For accurate reporting, each mapped Outcome Statement must have at least one active selection mapped to it for each applicable Funding Source.

Outcome Statements Form

Basic Info Tab

Options: Is the Default Option, Requires an Explanation

Funds Tab

Select one or more Funding Sources for this Outcome Statement.

Problems Tab

← Previous: Living Arrangements | Next: Problems →

Home / Configuration Reference / Section: Funds / Problems

Problems

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvproblems)

Has Field Mapping / Associated Record Types: Subproblems, Outcome Statements

Problems are used in conjunction with Subproblems to categorize both cases and projects, for federal reporting purposes. Mapped Problem selections reflect the federally reportable options for all P&A funding sources. Agencies may modify the text of the Problem selections that end users see if desired.

Problems are not associated directly with Funding Sources. They are associated with one or more Subproblems, and each Problem/Subproblem pair is then associated with Funding Sources.

Problems Form

Basic Info Tab

Options: Is the Default Option, Use with Service Requests, Use with Projects, Local Labels

Local Label 1 and Local Label 2 can be used to apply alternative names to Problems for use with the Report Generator.

Subproblems Tab

Under some funding sources (e.g. PAIR, CAP), subproblems are not reported. In those cases, the Problem is associated with a single Subproblem for that Funding Source (usually with the same label as the Problem, though agency setups vary).

When a Problem has multiple Suproblem selections for a Funding Source, the Problem should be associated with the default Subproblem (e.g. Not Selected), and that "Problem/Not Selected" pair should then be associated with that Funding Source. This allows the Subproblem dropdown selection to function correctly.

Outcome Statements Tab

Historically, reportable Outcomes Statements differed depending on the case Problem Area. Because federal reporting reqirements have since changed, it is no longer necessary to restrict selections based on Problem. Simply Select All when associating Problems with Outcome Statements.

← Previous: Outcome Statements | Next: Subproblems →

Home / Configuration Reference / Section: Funds / Subproblems

Subproblems

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvsubproblems)

Subproblems are used in conjunction with Problems to categorize cases and projects, for federal reporting purposes. Mapped Subproblem selections reflect the federally reportable options for all P&A funding sources. Agencies may modify the text of the Subproblem selections that end users see if desired.

Subproblems are not associated directly with Funding Sources. They are associated with one or more Problems, and each Problem/Subproblem pair is then associated with Funding Sources.

Has Field Mapping / Associated Record Type: Problems

Subproblems Form

Basic Info Tab

Options: Is the Default Option, Use with Service Requests, Use with Projects, Local Labels

Problems Tab

← Previous: Problems | Next: Problems / Subproblems →

Home / Configuration Reference / Section: Funds / Problems / Subproblems

Problems / Subproblems

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvproblemsubproblems)

Has Field Mapping / Associated Record Types: Funding Sources, Local Data Fields (Local Data)

Problems are used in conjunction with Subproblems to categorize both cases and projects, for federal reporting purposes.

Problems are not associated directly with Funding Sources. They are associated with one or more Subproblems, and each Problem/Subproblem pair is then associated with Funding Sources. This settings page defines the Funding Source associations, as well as any custom Local Data field associations.

Problems & Subproblems Form

Basic Info Tab

This tab defines the Associated Problem / Subproblem pair.

Funds Tab

Under some funding sources (e.g. PAIR, CAP), subproblems are not reported. In those cases, the Problem is associated with a single Subproblem for that Funding Source (usually with the same label as the Problem, though agency setups vary).

When a Problem has multiple Suproblem selections for a Funding Source, the Problem should be associated with the default Subproblem (e.g. Not Selected), and that "Problem/Not Selected" pair should then be associated with that Funding Source. This allows the service request Subproblem dropdown selection to function correctly.

Local Data Fields Tab

← Previous: Subproblems | Next: Races →

Home / Configuration Reference / Section: Funds / Races

Races

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvraces)

Has Field Mapping / Associated Record Types: Funding Sources

Races Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Race Selections are based on PPR categories.

• Use with Clients This box should be checked unless the option should not appear for Clients (Checkbox)

• Use with Project Race This box should be checked unless the option should not appear for Projects (Checkbox)

• Use with Project Primary Ethnic Groups (legacy) Agencies using Primary Ethnic Groups in Projects should check this box unless the option should not appear for Project Primary Ethnic Groups (Checkbox) (Checkbox)

• Is the Default Option This box should be checked for the "Not Selected" option. (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

Funds Tab

In most setups, all Funding Sources should be selected for each Race.

← Previous: Problems / Subproblems | Next: Reasons For Closing →

Home / Configuration Reference / Section: Funds / Reasons For Closing

Reasons For Closing

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvreasonsforclosing)

Has Field Mapping / Associated Record Types: Funding Sources, Service Request Types (Service Requests)

Reasons for Closing are options used when closing a Service Request or Project, for reporting purposes. Mapped Reason for Closing selections reflect the federally reportable options for all funding sources. For accurate reporting, each mapped Reason for Closing must have at least one active selection mapped to it for each applicable Funding Source.

Unlike Intervention Strategy and Outcome Statement, Reason for Closing is used for reporting on all Service Request Types, not just Case Services.

Reasons For Closing Form

Basic Info Tab

• Name Display name of the option (Short Text - required)

• Description This field is for agency use. (Long Text - optional)

• Mapped Reason for Closing Selections are based on PPR categories.

• Is the Default Option This box should be checked for the "Not Selected" option.

• Requires an Explanation This box should be checked for "Other" options that require further detail. (Checkbox)

• Use with Service Requests This box should be checked if the option should be used with Service Requests (Checkbox)

• Use with Projects This box should be checked if the option should be used with Projects (Checkbox)

• Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

• Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

• Local Label 1 and Local Label 2 can be used to apply alternative names to Reasons for Closing for use with the Report Generator.

Funds Tab

Select one or more Funding Sources for this Reason for Closing.

Service Request Types Tab

Select one or more Service Request Types for this Reason for Closing.

← Previous: Races | Next: Section: Priorities & Objectives →

Home / Configuration Reference / Section: Priorities & Objectives

Section: Priorities & Objectives

Priorities and Objectives are agency-defined options used to catgerorize service requests and projects for federal reporting purposes. Most of the federal funding sources require agencies to set Priorities and Objectives (called "Goals and Priorities" in the OnePPR). When agencies change their Priorities and Objectives, these changes in DAD are made effective as of October 1 of the new fiscal year.

Each Priority (Goal in the OnePPR) can have one of more Objectives (Priorities in the OnePPR) associated with it (similar to Problem/Subproblem pairs). Each Priority/Objective pair is associated with Funding Sources, Service Request Types, Project Types, and Actions (used in Timekeeping).

When a Priority has multiple Objectives, it should also be associated with the default Objective (e.g. Not Selected). This allows the Objective dropdown selection to function correctly.

← Previous: Reasons For Closing | Next: Priorities →

Home / Configuration Reference / Section: Priorities & Objectives

Priorities

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaypriorities)

Associated Record Types: Objectives

Each Priority (Goal in the OnePPR) can have one of more Objectives (Priorities in the OnePPR) associated with it (similar to Problem/Subproblem pairs). Each Priority/Objective pair is associated with Funding Sources, Service Request Types, Project Types, and Actions (used in Timekeeping).

Priorities Form

Basic Info Tab

Options: Priority Code, Link to Service Requests, Link to Projects, Is the Default Option

Priority Code can be used to apply alternative short names to Priorities for use with the Report Generator.

Objectives Tab

Associate each priority with one or more Objectives.

← Previous: Section: Priorities & Objectives | Next: Objectives →

Home / Configuration Reference / Section: Priorities & Objectives

Objectives

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayobjectives)

Associated Record Types: Priorities

Each Priority (Goal in the OnePPR) can have one of more Objectives (Priorities in the OnePPR) associated with it (similar to Problem/Subproblem pairs). Each Priority/Objective pair is associated with Funding Sources, Service Request Types, Project Types, and Actions (used in Timekeeping).

Objectives Form

Basic Info Tab

Options: Objective Code, Link to Service Requests, Link to Projects, Is the Default Option

Priority Code can be used to apply alternative short names to Priorities for use with the Report Generator.

Priorities Tab

Associate each Objective with one or more Priorities.

← Previous: Priorities | Next: Priorities / Objectives →

Home / Configuration Reference / Section: Priorities & Objectives / Priorities / Objectives

Priorities / Objectives

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaypriorityobjectives)

Associated Record Types: Funding Sources (Funds), Actions, Service Request Types (Service Requests), Project Types (Projects)

Priorities and Objectives are agency-defined options used to catgerorize service requests and projects for federal reporting purposes. Most of the federal funding sources require agencies to set Priorities and Objectives (called "Goals and Priorities" in the OnePPR). When agencies change their Priorities and Objectives, these changes in DAD are made effective as of October 1 of the new fiscal year.

Each Priority (Goal in the OnePPR) can have one of more Objectives (Priorities in the OnePPR) associated with it (similar to Problem/Subproblem pairs). Each Priority/Objective pair is associated with Funding Sources, Service Request Types, Project Types, and Actions (used in Timekeeping).

When a Priority has multiple Objectives, it should also be associated with the default Objective (e.g. Not Selected). This allows the Objective dropdown selection to function correctly.

Priorities / Objectives Form

Basic Info Tab

Funds Tab

Select Funding Sources for the Priority/Objective pair.

Actions Tab

Select Actions for the Priority/Objective pair. Assocaited Actions will be available in the Timemekeeping Record Time formr for records using this Priority/Objective.

Service Request Types Tab

Select Service Request Types for the Priority/Objective pair.

Project Types Tab

Select Project Types for the Priority/Objective pair.

← Previous: Objectives | Next: Actions →

Home / Configuration Reference / Section: Priorities & Objectives / Actions

Actions

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayactions)

Actions are agency-defined options used when recording time spent on service requests and projects. Action options are determined by the Priority/Objective(s) selected for the record.

Associated Record Types: Priorities / Objectives

Select Actions for the Priority/Objective pair. Associated Actions will be available in the Timemekeeping Record Time form for records using a Priority/Objective that is associated with it.

Actions Form

Basic Info Tab

Options: Link to Service Requests, Link to Projects, Is the Default Option

Priorities & Objectives Tab

Select all Priority/Objective pairs associated with this Action.

← Previous: Priorities / Objectives | Next: Section: Performance Measures →

Home / Configuration Reference / Section: Performance Measures

Section: Performance Measures

Page Type: Table

Has Field Mapping / Associated Record Types: Funding Sources (Funds), Service Request Types (Service Requests), Project Types (Projects)

Performance Measures were iniitally added to DAD to facilate PPR data collection for the OnePPR funding sources (PADD, PAAT, PATBI, PAVA). They have since been expanded for use with PAIMI PPR data collection, and they can optionally be configured for use with other funding sources if agencies wish to track similar measures agency-wide.

Performance Measures are displayed when a case or project is Prepared for Closing. At leaset one Performance Measure must be selected to close a record with a OnePPR funding source. Most Performance Measures describe a measurable quantity and require a numerical value to be entered if selected.

Performance Measures Form

Basic Info Tab

Options: Is the Default Option, Requires a Numeric Value, Use with Service Requests, Use With Projects

Funds Tab

Select Funding Sources for this Performance Measure.

Service Request Types Tab

Select Service Request Types for this Performance Measure.

Project Types Tab

Select Project Types for this Performance Measure.

← Previous: Priorities & Objectives / Actions | Next: Section: Contacts →

Home / Configuration Reference / Section: Contacts

Section: Contacts

Contacts are records of individuals and other entities (agencies, organizations, etc.) that are associated with one or more records (Clients, Service Requests or Projects). Users can add one or more contacts when creating a new record, or they can be added to existing records.

Agencies can add and modify the options for Contact Type, Guardian Type (for Contact Type(s) mapped to Guardian), Organization Type (for Organizational Contacts), and Relationships dropdowns.

The Zip Codes settings page is also located in the Contacts section. These settings are used with the "Lookup Zip" function to auto-populate City, State, County and Location information in Client and Contact records.

← Previous: Section: Performance Measures | Next: Contact Types →

Home / Configuration Reference / Section: Contacts / Contact Types

Contact Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvcontacttypes)

Contact Types define several categories of contacts (individuals or organizations) that may be tracked for Clients, Service Requests or Projects. By default, the following Contact Types exist:

• Adversary - the adversary or opposing party for a service request or case
• Caller - the individual calling the P&A for assistance (used in DAD 2.0 in creation of Quick I&Rs)
• Guardian - the legal guardian for a client
• Primary Contact - the primary contact for a client
• Referrer - the organization or individual who referred the caller or client to the P&A/CAP
• General Contact - a catch all catgeory for all other contacts

Agencies can create additional Contact Types if desired. Each Contact Type can be associated with Clients, Service Requests, and/or Projects. Agency configurations and conventions used vary, but a typical configuration could be as follows:

Contact Types Form

Options: Is the Default Option, Associated with Clients, Client Display Order, Associated with SRs, SR Display Order, Associated with Projects, Project Display Order

← Previous: Section: Contacts | Next: Guardian Types →

Home / Configuration Reference / Section: Contacts / Guardian Types

Guardian Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvguardiantypes)

Guardian Types populate an additional dropdown for Contact Type(s) mapped to Guardian. Agencies may customize this list to reflect the terminology in use in their state.

Guardian Types Form

Options: Is the Default Option

← Previous: Contact Types | Next: Organization Types →

Home / Configuration Reference / Section: Contacts / Organization Types

Organization Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvorganizationtypes)

Organization Types populate an additional dropdown for Organizational Client and Contact records where the Is Organization checkbox is selected. Agencies may customize this list as desired.

Organization Types Form

Options: Is the Default Option

← Previous: Guardian Types | Next: Relationships →

Home / Configuration Reference / Section: Contacts / Relationships

Relationships

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvrelationships)

Relationships populate a dropdown that provides further information about a Contact, and is displayed (in addition to Contact Type) in the Contact list/grid display in Clients, Service Requests and Projects, as well as in Connections that can be displayed for the results of Contact Searches. Agencies are encouraged to populate this list with options that are meaningful in the context of intake, conflict checking and case handling.

Relationships Form

Options: Is the Default Option

← Previous: Organization Types | Next: Zip Codes →

Home / Configuration Reference / Section: Contacts / Zip Codes

Zip Codes

Page Type: Table with Import option (URL: https://dad3.ndrn.org/admin/admindisplayzipcodes)

Zip Code settings are used with the Lookup City/State function to auto-populate City, State, County and Location information in Client and Contact records. Agencies can import multiple entries into this table using the Import Zip Codes function.

Zip Codes Form

Fields: Zip, City, State, County (dropdown), Location (dropdown)

Zip Codes Import Form

← Previous: Relationships | Next: Section: Clients →

Home / Configuration Reference / Section: Clients

Section: Clients

The Client Section contains tables and utilities for Client records. Tables contain the options for dropdown fields used in Client records.

← Previous: Zip Codes | Next: Accommodations →

Home / Configuration Reference / Section: Clients / Accommodations

Accommodations

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvaccommodations)

Accommodations options are displayed in a multi-select checklist in the Client record, to track Client accommodation needs. This field is not used for reporting purposes.

While mappings are present for the default set of Accommodations, agencies are encouraged to add, inactive, and modify the options in this list as needed.

Accommodations Form

Options: Is the Default Option

← Previous: Section: Clients | Next: Can Survey Options →

Home / Configuration Reference / Section: Clients / Can Survey Options

Can Survey Options

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvcansurveyoptions)

Can Survey options are displayed in a dropdown in the Client record, to indicate whether the Client can receive agency surveys. This field is not used for reporting purposes.

Can Survey Options Form

Options: Is the Default Option

← Previous: Accommodations | Next: Counties →

Home / Configuration Reference / Section: Clients / Counties

Counties

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayCounties)

Associated Record Types: Regions

Counties contain the list of counties served by your Advocacy Group. County is tracked in both Client and Service Request records. Optionally, counties can be associated with Regions.

Counties Form

Basic Info Tab

Options: Is Urban, Is the Default Option

Regions Tab

Select the Region(s) associated with this County.

← Previous: Can Survey Options | Next: Education Levels →

Home / Configuration Reference / Section: Clients / Education Levels

Education Levels

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadveducationlevels)

Education Level options are displayed in a dropdown in the Client record, to track a Client's education level. This field is not used for reporting purposes.

While mappings are present for the default set of Education Levels, agencies are encouraged to add, inactive, and modify the options in this list as needed.

Education Levels Form

Options: Is the Default Option

← Previous: Counties | Next: Genders →

Home / Configuration Reference / Section: Clients / Genders

Genders

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvgenders)

Genders are options used to record a Client's Gender for reporting purposes. Mapped Gender selections reflect the federally reportable options.

Genders Form

Options: Requires an Explanation, Is the Default Option

← Previous: Education Levels | Next: Gender Identities →

Home / Configuration Reference / Section: Clients / Gender Identities

Gender Identities

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvgenderidentities)

Gender Identity options are displayed in a dropdown in the Client record, to record a client's gender identity when it differs from their gender. This field is not used for reporting purposes.

Gender Identities Form

Options: Is the Default Option

← Previous: Genders | Next: Pronouns →

Home / Configuration Reference / Section: Clients / Pronouns

Pronouns

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvpronouns)

Pronouns options are displayed in a dropdown in the Client record, to record a client's preferred pronouns. This field is not used for reporting purposes.

Pronouns Form

Options: Requires an Explanation, Is the Default Option

← Previous: Gender Identities | Next: Sexual Orientation →

Home / Configuration Reference / Section: Clients / Sexual Orientation

Sexual Orientation

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvsexualorientations)

Sexual Orientation options are used to record a Client's Sexual Orientation for reporting purposes. Mapped Sexual Orientation selections reflect the federally reportable options.

Sexual Orientation Form

Options: Requires an Explanation, Is the Default Option

← Previous: Pronouns | Next: Is Registered Voter Options →

Home / Configuration Reference / Section: Clients / Is Registered Voter Options

Is Registered Voter Options

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvisvoteroptions)

Is Registered Voter options are displayed in a dropdown in the Client record, for agencies that wish to track Client voter registration status. This field is not used for reporting purposes.

Is Registered Voter Options Form

Options: Is the Default Option

← Previous: Sexual Orientation | Next: Languages →

Home / Configuration Reference / Section: Clients / Languages

Languages

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvlanguages)

Languages are dropdown options used to record both the language use by Clients and in Publications. For a language to appear for Client records, the Include for Clients option must be selected. This field is not used for reporting purposes.

Languages Form

Options: Include for Clients, Is the Default Option

← Previous: Is Registered Voter Options | Next: On Mailing List Options →

Home / Configuration Reference / Section: Clients / On Mailing List Options

On Mailing List Options

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvonmailinglistoptions)

On Mailing List options are displayed in a dropdown in the Client record, to indicate whether the Client can by included in agancy mailing lists. This field is not used for reporting purposes.

On Mailing List Options Form

Options: Is the Default Option

← Previous: Languages | Next: Change Client Reference Dates →

Home / Configuration Reference / Section: Clients / Change Client Reference Dates

Change Client Reference Dates

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminclientreferencedates)

This utility changes the Reference Date on multiple Client records in a single action. Client records are specified by a comma-separated list of Client IDs.

← Previous: On Mailing List Options | Next: Add Multiple Client Notes →

Home / Configuration Reference / Section: Clients / Add Multiple Client Notes

Add Multiple Client Notes

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminbatchclientnotes)

This utility adds an identical Client Note to multiple Client records in a single action. Client records are specified by a comma-separated list of Client IDs.

← Previous: Change Client Reference Dates | Next: Section: Service Requests →

Home / Configuration Reference / Section: Service Requests

Section: Service Requests

The Service Request Section contains utilities and tables of options for fields used primarily in Service Request records. This section also includes settings for Facilities, Publications, Notes, Attachments, and Appointments.

← Previous: Add Multiple Client Notes | Next: Regions →

Home / Configuration Reference / Section: Service Requests / Regions

Regions

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayregions)

Associated Record Types: Counties (Clients), Users (Users)

Regions can be used to create geographical groups of counties and/or to associate staff with one or more geographical areas. Region information can then be pulled using the Report Generator.

Regions Form

Basic Info Tab

Options: Is the Default Option

Counties Tab

Select the Counties for this Region.

Users Tab

Select the users who are associated with this Region.

← Previous: Section: Service Requests | Next: Eligibility →

Home / Configuration Reference / Section: Service Requests / Eligibility

Eligibility

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadveligibilities)

Eligibility options are displayed in a checklist for Service Requests. One or more Eligibilies can be selected. Typically, this list is populated with Agency funding sources. Agencies can use this field to track cases that meet eigibility requirements for more than one funding source.

Eligibility Form

Options: Is the Default Option

← Previous: Regions | Next: Facilities →

Home / Configuration Reference / Section: Service Requests / Facilities

Facilities

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayfacilities)

Associated Record Types: Facility Types

A Facility can be selected, when applicable, in both Service Request and Project Records. When a user selects a Facility Type, the dropdown list of Facilities is populated based on that selection.

Facility information is used in PPR reporting relating to Facility monitoring. Agencies may also use these fields to track other types of facilites and institutions that are the subject of service requests and/or projects.

Facilities Form

Basic Info Tab

Options: Is Default

Optionally, agencies can track the address, contact and capacity information for each facility. Information entered here can be retreived using the Report Generator.

Facility Types Tab

Select The Facility Type(s) for this Facility.

← Previous: Eligibility | Next: Facility Types →

Home / Configuration Reference / Section: Service Requests / Facility Types

Facility Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvfacilitytypes)

Associated Record Types: Facilities

A Facility can be selected, when applicable, in both Service Request and Project Records. When a user selects a Facility Type, the dropdown list of Facilities is populated based on that selection.

Facility information is used in PPR reporting relating to Facility monitoring. Agencies may also use these fields to track other types of facilites and institutions that are the subject of service requests and/or projects.

Facility Types Form

Basic Info Tab

Options: Is the Default Option

Facilities Tab

Select all facilities associated with this Facility Type.

← Previous: Facilities | Next: Publication Categories →

Home / Configuration Reference / Section: Service Requests / Publication Categories

Publication Categories

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaypublicationcategories)

Publications are records that can optionally be added to Service Request and Project records to track the dissemination of publications by the agency. If using this feature, Publication Types and Publications are configured here. If many publications are being tracked, agencies may more than one Publication Type to organize the possible selections.

Associated Record Types: Publications

Options: Is the Default Option

← Previous: Facility Types | Next: Publications →

Home / Configuration Reference / Section: Service Requests / Publications

Publications

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaypublications)

Publications are records that can optionally be added to Service Request and Project records to track the dissemination of publications by the agency. If using this feature, Publication Types and Publications are configured here. If many publications are being tracked, agencies may more than one Publication Type to organize the possible selections.

Associated Record Types: Publication Categories

Publications Form

Basic Info Tab

Publication records contain the following fields:

• Name
• Description
• Publication Number (internal ID)
• Number Created (total number produced)
• Local Label 1, Local Label 2 (alternate labels for internal use)
• Publication Type (dropdown selection)
• Language (dropdown selection)
• Active Date
• Inactive Date

Publication Categories Tab

Select the Publication Categories for this publication.

← Previous: Publication Categories | Next: Service Request Types →

Home / Configuration Reference / Section: Service Requests / Service Request Types

Service Request Types

Page Type: Table with Collapsible Filters section (URL: https://dad3.ndrn.org/admin/admindisplayadvservicereqtypes)

Service Request Types are used to specify the type of service being provided to an individual. The federal mappings for this field are used in PPR reports as follows:

Refer to instuctions for indivdual PPRs for definitions of each service type.

Service Request Types Form

Basic Info Tab

Options: Closure of SRs With This Type Requires Supervisor Review, Is the Default Option, Labal Labels

Intervention Strategies Tab

Select the Intervention Stratgies for this SR Type.

Reasons for Closing

Select the Reasons for Closing for this SR Type.

Priorities & Objectives

Select the Priorities and Objectives for this SR Type.

Performance Measures

Select the Performance Measures for this SR Type.

Local Data Fields

Select the Local Data Fields for this SR Type.

← Previous: Publications | Next: Note Categories →

Home / Configuration Reference / Section: Service Requests / Note Categories

Note Categories

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplaynotecategories)

Note Categories can optionally be configured to categorize each note that is added to a record. When entering a note, the Note Categories for the associated record will display in the Note Categories dropwdown.

Note Categories Form

Options: Link to Client, Link to Service Request, Link to Project, Is the Default Option

← Previous: Service Request Types | Next: Attachment Categories →

Home / Configuration Reference / Section: Service Requests / Attachment Categories

Attachment Categories

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayattachmentcategories)

When in use, Attachments can be added directly to Client, Service Request, and Project records. They can also be added to individual Notes, and to Time entries.

Attachment Categories can be configured to categorize each attachment that is added to a record. When adding an attchment, the Attachment Category dropwdown will contain all options linked to the type of record to whcih the attachment is being added.

Attachment Categories Form

Options: Link to Client, Link to Service Request, Link to Project, Link to Client Note, Link to Service Reqeust Note, Link to Project Note, Link to Service Request Time, Link to Project Time, Link to Leave Time, Is the Default Option

← Previous: Note Categories | Next: Appointment Categories →

Home / Configuration Reference / Section: Service Requests / Appointment Categories

Appointment Categories

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayappointmentcategories)

When in use, Appointments can be added directly to Client, Service Request, and Project records. Appointment categories can be used to specify the type of appointment being scheduled.

Appointment Categories Form

Options: Link to Client, Link to Service Request, Link to Project, Is the Default Option

← Previous: Attachment Categories | Next: Change Service Request Reference Dates →

Home / Configuration Reference / Section: Service Requests / Change Service Request Reference Dates

Change Service Request Reference Dates

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminservicerequestreferencedates)

This utility changes the Reference Date on multiple Service Request records in a single action. Service Request records are specified by a comma-separated list of Service Request IDs.

← Previous: Appointment Categories | Next: Add Multiple Service Request Notes →

Home / Configuration Reference / Section: Service Requests / Add Multiple Service Request Notes

Add Multiple Service Request Notes

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminbatchservicerequestnotes)

This utility adds an identical Service Request Note to multiple Service Requests in a single action. Service Requests are specified by a comma-separated list of Service Request IDs.

← Previous: Change Service Request Reference Dates | Next: Section: Projects →

Home / Configuration Reference / Section: Projects

Section: Projects

The Project Section contains utilities and field option tables for Projects.

← Previous: Add Multiple Service Request Notes | Next: Dissemination Of Information →

Home / Configuration Reference / Section: Projects / Dissemination Of Information

Dissemination Of Information

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/admindisplayadvdisseminationofinformation)

Dissemination of Information options populate the Dissemination Activities multi-select field in Projects (all Project Types). This field can be used to flag projects that involve the various types of dissemination activities, for federal reporting purposes.

Dissemination Of Information Form

Options: Is the Default Option

← Previous: Section: Projects | Next: Issues and Barriers →

Home / Configuration Reference / Section: Projects / Issues and Barriers

Issues and Barriers

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/admindisplayadvissues)

Issues and Barriers options populate the Issues and Barriers multi-select field in Projects (all Project Types). This field can be used to track issues and barriers specific to the advocacy group, for federal reporting purposes and internal tracking purposes.

Issues and Barriers Form

Options: Requires and Explanation, Is the Default Option

← Previous: Dissemination Of Information | Next: Project Types →

Home / Configuration Reference / Section: Projects / Project Types

Project Types

Page Type: Table with collapsible filters section (URL: https://dad3.ndrn.org/admin/admindisplayadvprojecttypes)

Project Types are used to specify the type of project/activity/work being recorded. The federal mappings for this field are used in PPR reports as follows:

*Monitoring and Investigation activity types are not separately reported under PAIR but can be included in overall narrative reporting on systems activities.

Project Types Form

Basic Info Tab

Options: Timekeeper Type, Closure of Projects with this Type Requires Supervisor Review, Is the Default Option, Local Labels

Priorities & Objectives Tab

Select the Priority/Objective pairs associated with this Project Type.

Performance Measures Tab

Select the Performance Measures associated with this Project Type.

Local Data Fields Tab

Select the Local Data Fields associated with this Project Type.

← Previous: Issues and Barriers | Next: Target Populations →

Home / Configuration Reference / Section: Projects / Target Populations

Target Populations

Target Populations is a multi-select checkbox field that is used to track targeted population(s) for Project activities, for use in PPR narratives. It is required for Education/Training, Outreach, and Other Systemic Advocacy Project Types. It is optional for other Project Types. Agencies can make changes and additions to the Target Populations that are tracked with this field.

Target Populations Form

Options: Requires Explanation, Is the Deffault Option

← Previous: Project Types | Next: Training Methods →

Home / Configuration Reference / Section: Projects / Training Methods

Training Methods

Training Methods is a multi-select checkbox field used to track the method(s) of training used in Education/Training and Outreach/PR projects that are PAIR-funded. Training Method is reported in the PAIR PPR training narrative.

Training Methods Form

Options: Is the Default Option

← Previous: Target Populations | Next: Change Project Reference Dates →

Home / Configuration Reference / Section: Projects / Change Project Reference Dates

Change Project Reference Dates

This utility changes the Reference Date on multiple Project records in a single action. Projects are specified by a comma-separated list of Project IDs.

← Previous: Training Methods | Next: Add Multiple Project Notes →

Home / Configuration Reference / Section: Projects / Add Multiple Project Notes

Add Multiple Project Notes

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminbatchprojectnotes)

This utility adds an identical Project Note to multiple Projects in a single action. Projects are specified by a comma-separated list of Project IDs.

← Previous: Change Project Reference Dates | Next: Section: Local Data →

Home / Configuration Reference / Section: Local Data

Section: Local Data

Local Data Fields are custom fields that agencies can create to track additional information that is not built in to DAD. Local Data fields can be created for Client, Service Request, and Project records. This is a powerful feature that can be used to adapt DAD for non P&A/CAP funding sources and to collect additional information of interest to your advvocacy group.

For example, an Advocacy group that wants to track how many veterans it serves could add a local data field labeled Is a Veteran to their Client records.

Local Data Fields are associated with several other fields (Funds, SR Types, Project Types, Problem/Subproblem). Each association can be "Not Specific" (meaning the Local Data Field will be displayed for records of all Funds/SR Types, etc.), or a selection items.

← Previous: Add Multiple Project Notes | Next: Local Data Fields →

Home / Configuration Reference / Section: Local Data / Local Data Fields

Local Data Fields

Page Type: Table with Collapsible Filters section (URL: https://dad3.ndrn.org/admin/admindisplayuserdefinedfields)

Associated Record Types: Funding Sources, Service Request Types (Service Requests), Project Types, Problem/Subproblem

Local Data Fields Form

Basic Info Tab

• Name (Short Text - required) Name of the Local Data Field (as seen in the Report Generator)

• Label Text (Short Text - required) Name of the Local Data Field (as seen in records / by end users)

• Help Text (Long Text - optional)

  Agencies can add Help text to this field that displays as a tip when hovering over or navigating to the Local Data Field.

• Field Type (Dropdown selection) Checkbox List Date Dropdown Dropdown List Numeric Box Text Box - Multi-Line Text Box - Single-Line Yes/No Radio Buttons

• Display Type (Dropdown selection)

  • Opening: Field displays at all times
  • Closing*: Field displays only on Prepare for Closing

• Client Association (Dropdown selection)

  • On Creation: Field displays on the New Client Creation form; optional to answer
  • On Creation - Required at SR Closing: Field displays on the New Client Creation form; Service Requests for the Client cannot be closed until it is completed (similar to reportable Client fields like Gender, Race and Ethnicity)
  • On Edit: Field does not display on New Client Creation form, but appears on edit.
  • On Edit - Required at SR Closing: Field does not display on New Client Creation form, but appears on edit. Service Requests for the Client cannot be closed until it is completed.

• SR Association (Dropdown selection)

  • Required: Field is required to close the service request
  • Optional - On Creation: Field is optional and displays on the New Service Request form
  • Optional - On Edit: Field is optional and does not display on New Service Request form, but appears on edit.
  • Optional with Warnings - On Creation: Field is optional and displays on the New Service Request form; Validation Warning displays on record if unanswered.
  • Optional with Warnings - On Edit: Field is optional and does not display on New Service Request form, but appears on edit; Validation Warning displays on record if unanswered.

• Project Association (Dropdown selection)

  • Required: Field is required to close the project
  • Optional - On Creation: Field is optional and displays on the New Project form
  • Optional - On Edit: Field is optional and does not display on New Project form, but appears on edit.
  • Optional with Warnings - On Creation: Field is optional and displays on the New Project form; Validation Warning displays on record if unanswered.
  • Optional with Warnings - On Edit: Field is optional and does not display on New Project form, but appears on edit; Validation Warning displays on record if unanswered.

• Active Date and Inactive Date: Field will display in records with a Reference Date greater than or equal to the Active Date, and less than the Inactive Date (if entered).

Options Tab

This tab appears if Field Type is Checkbox list or Dropdown list. Each option appears based on Active and Inactive dates. Options are Requires Further Explanation and Is the Default Option.

Funds Tab

Select the Funding Sources for which this field should display. To display for all funding sources, use Not Funding Specific option.

Service Request Types Tab

If associated with Service Requests, select the SR Types for which this field should display. To display for all SR Types, use Not Service Request Type Specific option.

Project Types Tab

If associated with Projects, select the Project Types for which this field should display. To display for all Project Types, use Not Project Type Specific option.

Problems / Subproblems Tab

If desired, select Problem/Subproblem combinations: the field will only display if Problem and Subproblem for the record match. To display for all Problem/Subproblem selections, use Not Problem / Subproblem Specific option.

← Previous: Section: Local Data | Next: Out of Date Client Local Data Fields →

Home / Configuration Reference / Section: Local Data / Out of Date Client Local Data Fields

Out of Date Client Local Data Fields

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/admindisplayinactiveclientuserdefinedfields)

This utility can be used to clear local data field answers in bulk from records where the field is inactive. This can be achived for individual records using the Clear Inactive Fields option that displays when viewing an affected record.

← Previous: Local Data Fields | Next: Out of Date SR Local Data Fields →

Home / Configuration Reference / Section: Local Data / Out of Date SR Local Data Fields

Out of Date SR Local Data Fields

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/admindisplayinactiveservicerequestuserdefinedfields)

This utility can be used to clear local data field answers in bulk from records where the field is inactive. This can be achived for individual records using the Clear Inactive Fields option that displays when viewing an affected record.

← Previous: Out of Date Client Local Data Fields | Next: Out of Date Project Local Data Fields →

Home / Configuration Reference / Section: Local Data / Out of Date Project Local Data Fields

Out of Date Project Local Data Fields

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/admindisplayinactiveprojectuserdefinedfields)

This utility can be used to clear local data field answers in bulk from records where the field is inactive. This can be achived for individual records using the Clear Inactive Fields option that displays when viewing an affected record.

← Previous: Out of Date SR Local Data Fields | Next: Section: Time →

Home / Configuration Reference / Section: Time

Section: Time

For agencies using Timekeeping, the settings in this section are used to configure timekeeping and timesheet display options, specify dropdown options for fields in the Record Time form, and customize the labels for Time Security Levels.

← Previous: Out of Date Project Local Data Fields | Next: Time Security Levels →

Home / Configuration Reference / Section: Time / Time Security Levels

Time Security Levels

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvtimesecuritylevels)

In most cases, the default options in this section can be left as-is. If an agency wishes to limit the number of Time Security Levels or rename them, items can be edited or deleted (if not in use).

Time Security Levels Form

Options: Is the Default Option

← Previous: Section: Time | Next: Timekeeper Types →

Home / Configuration Reference / Section: Time / Timekeeper Types

Timekeeper Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvtimekeepertypes)

Timekeeper Type is the top field on the Record Time form. Several fields on this form are conditionally displayed based on the type selected. In most cases, agancies will have options for Service Request, Project and Leave Timekeeper Types.

Timekeeper Types Form

Options: Is the Default Option, Include Last 25 Projects in Project Types

← Previous: Time Security Levels | Next: Leave Types →

Home / Configuration Reference / Section: Time / Leave Types

Leave Types

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvleavetypes)

Leave Types are categories used to group Leave options. A typical use is to categorize leave into Paid and Unpaid types. The Leave Type dropdown is displayed on the Record Time form when the Leave Timekeeper Type is selected. The dropdown options for Leave are those with the selected Leave Type.

Leave Types Form

Options: Is the Default Option

← Previous: Timekeeper Types | Next: Leave →

Home / Configuration Reference / Section: Time / Leave

Leave

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayleave)

Agencies specify the types of Leave that users can record. A Leave Type is selected for each Leave entry. Each Leave selection specified here will have its own column in the Labor Distribution Report that is commonly used for accounting/finance purposes.

Leave Form

Options: Leave Type, Is the Default Option

← Previous: Leave Types | Next: Timekeeper Options →

Home / Configuration Reference / Section: Time / Timekeeper Options

Timekeeper Options

Page Type: Settings Form (URL: https://dad3.ndrn.org/admin/admintimekeeperedit)

These settings are used to configure timekeeping functions and customize the the messages and labels on timesheets. All text settings are optional.

Timekeeper Options Form

• Timekeeper Time Units (Dropdown):

  • Minutes
  • Quarters of an hour
  • Tenths of an hour

• Time Sheet Exempt Label (Long Text): Optional label to designate Exempt employee timesheet (replaces default "Exempt"). See #2 in Sample Timesheet.

• Time Sheet Non-Exempt Label (Long Text): Optional label to designate Non-Exempt employee timesheet (replaces default "Non-Exempt"). See #2 in Sample Timesheet.

• Time Sheet Message Exempt (Long Text - optional): Optional custom message that displays above Notes section Exempt employee timesheets. See #6 in Sample Timesheet.

• Time Sheet Exempt Validation Message (Long Text - optional): Optional Validation Message text to display to Exempt Employees on Timesheet submission form.

• Time Sheet Exempt Certification Statement (Long Text - optional): Optional Certification Message text to display for Exempt Employees on Timesheet submission form and PDF Timesheet. See #3 in Sample Timesheet.

  Example: "I certify that these hours are a true and accurate record of all time worked during the pay period."

• Time Sheet Message Non-Exempt (Long Text - optional): Optional custom message that displays above Notes section Non-Exempt employee timesheets. See #6 in Sample Timesheet.

• Time Sheet Non-Exempt Validation Message (Long Text - optional): Optional Validation Message text to display to Non-Exempt Employees on Timesheet submission form.

• Time Sheet Non-Exempt Certification Statement (Long Text - optional): Optional Certification Message text to display for Non-Exempt Employees on Timesheet submission form and PDF Timesheet. See #3 in Sample Timesheet.

  Example: "I certify that these hours are a true and accurate record of all time worked during the pay period."

• Time Sheet Supervisor Validation Message (Long Text - optional): Optional Validation Message text to display to Supervisor on Timesheet Review form.

• Time Sheet Supervisor Certification Statement (Long Text - optional): Optional Certification Message text to display to Supervisor for Non-Exempt Employees on Timesheet review form and PDF Timesheet. See #4 in Sample Timesheet.

• Time Sheet Accounting Validation Message (Long Text - optional): Optional Validation Message text to display to Accountant on Timesheet Processing form.

• Time Sheet Accounting Certification Statement (Long Text - optional): Optional Certification Message text to display to Accountant for Non-Exempt Employees on Timesheet Processing form and PDF Timesheet. See #5 in Sample Timesheet.

• Time Sheet Lock Out Period (Whole Number): Time window (in days) before which Time records can't be added, edited, or deleted. Example: If Time Sheet Lock Out Period is set to 30, users will be unable to add/modify/delete time entries with a Time Entry Date older than 30 days.

• Allow SR Time Entries Outside of Open and Close Dates (Checkbox): If checked, users will be able to enter time for Service Requests with a date outside the Open and Close dates (i.e. when the SR was not open). If unchecked, users will get an error.

• Allow Project Time Entries Outside of Open and Close Dates (Checkbox): If checked, users will be able to enter time for Projects with a date outside the Open and Close dates (i.e. when the Project was not open). If unchecked, users will get an error.

• Include Employee Time Report On Archived (PDF) Timesheet (Checkbox): If checked, the final Archived PDF timesheet will contain the Time Report (list of individual time entries) following the timesheet.

• Non-Exempt Work Day Hours (Decimal Number): This number defines a full time work day and is used in conjunction with the FTE (full time equivalent) setting for the employee (in their User record) to calculate the total numnber of work hours in the pay period. For agencies with a 40 hour workweek, this should be set to 8.

• Timekeeper Start Of Week (Dropdown): Select the first day of the week for timesheet display. Typically set to Sunday or Monday.

• Exempt Time Sheet Period Type (Dropdown): This setting controls the Start Date and End Date that an Exempt user will see when creating a new timesheet.

  • Weekly
  • Bi-Weekly
  • Semi-Monthly
  • Monthly
  • Manual

• Exempt Pay Period 1 Start Day (Whole Number): Displays for Semi-Monthly Period Type only; Calender start date for the first pay period in a month. This setting controls the Start Date that an Exempt user will see when creating a new Semi-monthly timesheet. This is typically set to 1.

• Exempt Pay Period 2 Start Day (Whole Number): Displays for Semi-Monthly Period Type only; Calender start date for the second pay period in a month. This setting controls the Start Date that an Exempt user will see when creating a new Semi-monthly timesheet. This is commonly set to 15 or 16, to align with internal accounting requirements.

• Non-Exempt Time Sheet Period Type: This setting controls the Start Date and End Date that a Non-Exempt user will see when creating a new timesheet.

  • Weekly
  • Bi-Weekly
  • Semi-Monthly
  • Monthly
  • Manual

• Non-Exempt Pay Period 1 Start Day (Whole Number): Displays for Semi-Monthly Period Type only; Calender start date for the first pay period in a month. This setting controls the Start Date that an Exempt user will see when creating a new Semi-monthly timesheet. This is typically set to 1.

• Non-Exempt Pay Period 2 Start Day (Whole Number): Displays for Semi-Monthly Period Type only; Calender start date for the second pay period in a month. This setting controls the Start Date that an Exempt user will see when creating a new Semi-monthly timesheet. This is commonly set to 15 or 16, to align with internal accounting requirements.

• Timekeeper Advocacy Group Description (Short Text - optional): Optional label for timesheet (replaces default Advocacy Group name). See #1 in Sample Timesheet.

Sample Timesheet

This sample timesheet shows how the text settings above appear in an individual timesheet.

← Previous: Leave | Next: Holidays →

Home / Configuration Reference / Section: Time / Holidays

Holidays

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayholidays)

Holiday entries are used to calculate the Total holidays this period in the Baseline Statsitcs displayed on a timesheet. Commonly used holidays can be imported for a year by selecting that year from the Year filter, and clicking the Import Holidays button. From there, entries can be added, edited, and deleted to align with agency Holidays.

Holiday Form

Enter or edit Holiday Name and a date.

← Previous: Timekeeper Options | Next: Appendix →

Home / Appendix

Appendices

Appendix A: Permissions Reference

← Previous: Holidays | Next: Appendix A: Permissions →

Home / Appendix / Appendix A: Permissions Reference

Appendix A: Permissions Reference

In Security Groups administration, all permissions are listed alphabetically. You can type into the search filter to narrow the list to permissions of a certain type (for example, appointment, attachment, or time).

The tables below group permissions by record type or function and explain what granting each permission allows a user to do.

Permissions Categories

• All Users
• Appointments
• Attachments
• Time
• Admin Timekeeper
• Clients / Service Requests
• Projects
• Fund Splits
• Administration
• Report Generator

All Users

Appointments

(search term: appointment)

Attachments

(search term: attachment)

Time

(search term: labor, time, clock)

Admin Timekeeper

Clients/Service Requests

Projects

Fund Splits

Administration

Report Generator