Administration Layout

HIFIS Control Panel with Administration button circled

You can access the Administration Menu by selecting the Administration button from the control panel. The following screen appears:

The HIFIS Administration Menu

The following buttons appear in the Administration Menu:

Users: Create or edit user profiles and assign or remove user rights for each user.

Service Providers: Shows a list of all the service providers in your HIFIS database. In this screen, you can edit the details of the service providers or set up additional service providers.

Rooms & Beds: Add or edit the rooms and beds in each of your shelters. Once set up, you can book clients into beds.

Financials: A menu opens that displays the Programs button and the Projects button.

Use the Programs Screen to provide details about the various programs that fund clients’ shelter stay.

Use the Projects Screen to track activities that require external funding to cover the cost of the activity, for example, a renovation.

Age Brackets: Modify the age ranges used in HIFIS reports. You may create multiple age bracket sets to meet the reporting requirements of different funders.

HIFIS Defaults: Change the way HIFIS handles some key functions to make it work better with your computer system and meet your organizational requirements. For example, you can set what age is considered ‘Youth’ at your service provider organization.

Look-up Tables: Add, edit or deactivate values in the corresponding drop-down lists throughout the software.

Localised Tables: Add, edit or deactivate values in the corresponding specialized drop-down lists throughout the software. For example, you can determine which Cities will appear when you select a Province.

Custom Tables: Create custom tables for information you need to gather and that is not already collected by the HIFIS software.

Mandatory Fields: Certain fields are already mandatory in HIFIS. This screen allows you to select any additional fields that you wish to make Mandatory and those you wish to make read-only.

Merge Clients: Merge data contained in two records for the same client and delete the duplicate Client Record.

Database Maintenance: Perform tasks related to the security and efficiency of your HIFIS system, such as backing up, restoring, packing, re-indexing or re-generating the HIFIS database.

Data Exchange: Export and import Operational data and the Lookups table. This also allows you to receive File Transfer Protocol (FTP) Support and to send/view usage logs.

Data Integrity: Displays tools used to ensure that the data is free of errors, for example, invalid birth dates.

Exit: Exit the Administration menu and return to the control panel.

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