Setup a Profile Event

Overview 

Events of this type are those that are tracked for profiles.  Profiles in myEvolv that use Profile Events represent:

• Resource Families
  • Foster/Adoptive Homes
  • Family Day Care
  • Applicant to be a resource family
• Family

Create a Profile Event

1. Navigate to the following path: Agency Setup > Event Setup > Profiles (i.e. Foster Home) > Events Setup.
2. In the toolbar, click Event Category and select a category. 
3. In the toolbar, click New > Event Definition user Profile. 
4. In the Event Definition User - Profile dialog, complete the following fields as appropriate:

• Event Name - Enter the name of the event; this is how it will be listed to the user when adding for a client and making an entry as well as how it appears on reports.
• Event Code - Enter an optional code that can be used for reporting purposes.
• Default Event? - DO NOT USE
• Is Active - Enables an you to deactivate the use of an event from a point forward.
• Has Multiple Notes - Events that have this option marked will include Staff (Progress) Notes sub-forms on the event’s data entry form. Note: Elsewhere in the system, administrators can go further and specify events that can be submitted to supervisors for approval and even set them up so that progress notes are required for submittal.
• Has Single Note - Same as Has Multiple Notes, however a single narrative box will appear on the form allowing only a single note entry.
• Has Participants - Ability to enter others as being present or receiving the service on behalf of the client.
• Require Participants? - Select if you want to force the user to enter at least one participant.
• Can Be Scheduled - Events that have this option marked can be scheduled as part of a staff task list.  Essentially, this means that staff will have the ability to schedule events for themselves or for others.  Note this selection is required if an event is going to be in of a workflow. 
• Show Task Subform - Allows the user to view the information regarding how this event was scheduled (for example, through the workflow or manually).
• Netsmart Supplied - This check box denotes whether this event was initially supplied by Netsmart.
• Is Date Required - Check this box indicates an actual date is required for the event required to save.
• Is Multi-day Event - Most events will have just an actual date of when it was done and this will indicate it is completed. Others will take several days and require a start and end date and the end date will indicate it has been completed.
• Is Initial Event - Select this option if used in Workflow setups where this event will be initially scheduled.
• Shared among related group profiles - Select this option to allow a completed event to be carried over from one profile to another. For example, for an applicant family, there may have been a fire safety inspection for the home. When the family became an active foster home, you may want the record of the fire safety profile event to come over to the foster home record. Note: The event must be in both appropriate event groups in order to appear in both applicant and foster home locations.
• Data Entry Form (for New/Edit) - List forms contained in the Event Categories Form Families. When the user edits this event in the system, the form associated here will be available. Thus, an event can have a different form than that of when it’s newly entered. This allows for the two functions to behave differently such as triggers, allowed field edits, and so on.
• Enlighten Activity Class - This will be setup during implementation of Enlighten Analytics.

5. Click Save.