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Jessica Daniels

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Latest activity by Jessica Daniels
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    Jessica Daniels created an article,

    Background Checks

    Intro to Background Checks, Setup, and Checklists: Oct 2020  

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    Jessica Daniels created an article,

    Email Setup: App Passwords for Google & Office 365

    Google and Office 365 have been working to improve their security by doing away with the "enable less secure apps" feature and instead having users get app passwords to use in their software (such ...

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    Jessica Daniels created an article,

    Editing a field title across SAM: family case record

    A quick video to show you how to edit the name of a field in a family case record.   

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    Jessica Daniels created an article,

    Auto Actions: Before You Start, Do This

    It's helpful to have a few things organized before you create a new Auto Action in SAM. 1) Write out what the Auto Action is supposed to do List what you'd like the Auto Action to do (be specific)....

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    Jessica Daniels created an article,

    Reports Webinars

    Report Basics  In today’s webinar, we talked about the basics of building reports. There were 4 main topics: 1. Discussion of tables and fields, 2. How-to steps to building a report , 3. Using Fil...

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    Jessica Daniels created an article,

    Templates Webinars

    Introduction to Templates Covers the basics of template creation, including template reports and multi-record templates. Let’s talk about ways to use SAM to communicate with clients and staff!   ...

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    Jessica Daniels created an article,

    Auto Actions Webinars

    Auto Actions Basics     This webinar is meant for SAM users new to auto actions and covers creating basic actions triggered by field updates.   Why, when and how to setup basic Auto Actions. We...

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    Jessica Daniels created an article,

    Family Portal & Public/Online Forms

    Family Portals & Public Forms We showcase SAM's Family Portal - a website that clients can use to complete checklists and forms online. Share licensing and home study checklists, adoption/placement...

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    Jessica Daniels created an article,

    Checklist Webinars

            Checklist Automation   Multi-Record Checklists   In this video, we cover how to create a new multi-record checklist section with several items. 

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    Jessica Daniels created an article,

    User & Admin Basics Webinars

    User Basics  We quickly touch base on terms, settings and reports for new users to get acquainted with SAM.   In this webinar, we’ll bring users up to speed on SAM Terms, Settings, Forms & Docs, ...