Customizing HIFIS: Welcome

This module is for HIFIS administrators who:

  • have completed the first steps in configuring HIFIS for their shelter or service provider (as covered in the previous module) and would like to customize the software to make it easier to use. For example, you can make a field mandatory to ensure that information required by a funder is available;
  • have been using HIFIS in their service provider organization and have recently had a change in what they require from HIFIS.

This module contains the following topics. Select a link to access a topic or use the Next button to progress through the topics in order.

How to customize HIFIS to meet your needs and make it easier to use.

Mandatory and Read Only fields
Learn what to consider before setting mandatory and read only fields and then learn how to set them in HIFIS.

Age Brackets
Learn how to set age brackets to generate the reports you need for your funders.

Look-Up Tables
As an administrator, you can change the drop-down lists throughout the software to make HIFIS better reflect your service provider organization by adding, editing or deactivating values.

Localised Tables
Learn how to set up drop-down lists that are specific to your service provider. These tables enable you to enter local cities, funders, First Nation communities, ports of entry and referrers.

New Programs
This topic is about the financial administration of your shelter or service provider. Learn how to set up HIFIS to report on your funded programs.

A quick review of what you have learned.

Helpful Hint
To learn more about these functions, access the Administrator manuals through the HIFIS software. To download the documents, open the Help menu and choose Get HIFIS documents.

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