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Stefanie Zasyatkina

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Latest activity by Stefanie Zasyatkina
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    Stefanie Zasyatkina created an article,

    A family' case process in SAM

    SAM allows your team to create quite specific workflows and processes to carry out your services. The videos linked below will walk you through a simple Adoptive or Foster Family process in SAM. 

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    Stefanie Zasyatkina created an article,

    5) Let's make some changes

    Now that you know what you want to create, we can talk about how to do it in SAM!  Teams working most effectively in SAM are constantly doing so. They are planning for and making changes regularly,...

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    Stefanie Zasyatkina created an article,

    4) Systems Thinking

    When hitting the brakes on a car, several tools are used to make it so. You decide to brake, your hands must stay on the wheel, your foot depresses the brake pedal which puts friction on the wheels...

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    Stefanie Zasyatkina created an article,

    3) Define your process

    Once you've chosen what program or part of a program to focus on, articulating the process is the next step. Essentially, what we're doing here is breaking down the tasks that SAM and your team wil...

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    Stefanie Zasyatkina created an article,

    2) Focus your priorities

    Prioritize your goals and where your team will focus.  SAM is an enterprise system that can: -track client demographic data -the client's case and processes for your programs -automate those proces...

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    Stefanie Zasyatkina created an article,

    1) Ready to get started? Let's talk about data.

    Now that you've chosen your SAM Admins and they've gone through a tour of SAM, we're ready to talk about the decisions your team needs to make to really get started.  Deep breath... here we go!  1)...

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    Stefanie Zasyatkina created an article,

    Document Backups

    Direct Client Access to Document Backups Clients can access backups to documents stored in SAM directly by setting up an AWS Account and  allowing InReach Solutions' team access to move documents d...

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    Stefanie Zasyatkina created an article,

    Team email notifications from SAM

    There are two primary ways for your team to get email notifications from SAM.  1) When a public form is submitted  To set this up, open the public form > Advanced Options > Email Notification Setti...

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    Stefanie Zasyatkina created an article,

    Email Notification Settings

    On submission of forms, SAM can send emails to specific people to notify them the form is complete. This option is best for sending to staff. If you want to send an email to the client or others li...

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    Stefanie Zasyatkina created an article,

    Advanced Options

    Form Customizer is a powerful tool! There are basic options and then more advanced options for setting up the right configuration for your forms. This guide will provide an overview of the links fo...