Records

Adoption & Foster Care

• Background Checks
• Adoptions in SAM
• Foster Care in SAM: An Overview
• Home Studies
• Matches & Adoption Referrals
• Post Adoption Reports (PAR) Overview

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Cases

• What Are Cases?
• Managing Cases: Add, Remove, Change #, Move subrecords to another Case
• Case Program or Case Type

Child / Youth Records

• Connect a Child to Birth Parent(s)
• Child Siblings
• Child Location Timeline 
• Child Current Location
• Child Original Location

Family Records

• Family Records
• Persons in Home

Birth Parents

• Pregnancy Events
• Birth Parent Medical Information
• Birth Parent Counseling

Persons & Organizations

• Organization Records
• Person Records
• Connecting Persons to Organizations

Other Main Entities

• Donors
• Volunteers
• Therapy Clients

Record Maintenance

• Set Record as another Record Type - Convert Entity
• Alerts
• Common Fields Setup
• Merging Records
• Duplicate Alerts
• Modification History

See all 7 articles