Getting Started
If you're a new SAM user or admin, this is the place to start!
A Tour of SAM
- Log in & change your password | Add a Person Record
- 1.) SAM Overview and Terminology
- 2.) Getting Data Into SAM : Records, Cases & Connections
- 3.) Communications, Templates & Email Settings
- 4.) Documents & Checklists
- 5.) Getting Data Out of SAM with Reports
SAM Implementation Success Guides
- Supporting a successful implementation of SAM
- 1) Ready to get started? Let's talk about data.
- 2) Focus your priorities
- 3) Define your process
- A family case process in SAM
- 4) Systems Thinking