As we shared last month, extendedReach and KaleidaCare have joined efforts to deliver new functionality, performance, and support for extendedReach customers. The extendedReach platform that you know and love is here to stay, and we are accelerating our investment in the performance, security, and functionality for our users.
Over the coming months, you will see some new names and faces as we continue to integrate our teams to ultimately operate as a unified company supporting both products. We are excited to introduce Katie Cortes, who will serve as CEO of both extendedReach and KaleidaCare. Katie joined KaleidaCare in January 2020 after a decade of leading business and technical teams in the social impact space. She is thrilled to lead this next chapter at the company and help achieve the potential that lies in the years ahead. Adam Fenstermaker and Matt Bidwell, extendedReach co-founders, will continue as business and technology leaders at the company, serving as Chief Revenue Officer and Chief Product Officer respectively.
Thank you for the tremendous support you have shown as a valued extendedReach customer. We are excited about this next phase in our partnership and remain committed to your success.
Print templates will now automatically convert to PDFs when generated.
Having the print templates convert to PDFs upon generation allows for printing without needing to download the document to your computer and does not use pop-up boxes (this makes it Safari friendly)!
When you generate the print template, you will have the ability to either download it as a PDF or download it as a Word document.
Click here for more information on how to create case print templates.
To generate a print template, hover over the Print button then select the item you would like to view.
Once you select the print template, the print template will open in extendedReach in a PDF view. Hover the cursor over the print template to view the print button; you can also click on the plus (+) or minus (-) icon to zoom in or out of the PDF.
You’ll be able to download and print the document as a PDF or Word document.
There are no changes that need to be made in order to use this feature!
On the General tab of the case screen, you may have noticed a little green plus icon next to the race, religion and language drop-downs. When the green plus icon is clicked on, a pop-up window appears which allows workers to enter in values that may not be available in the standard drop-down list.
To prevent workers from adding their own values and to make them choose from the standard selection, go to System Settings > System Configuration > General tab.
To restrict new religion values from being added, enable “Cases: Do not allow new religion keywords to be assigned (advanced)”. To restrict new language values from being added, enable “Cases: Do not allow new language keywords to be assigned (advanced)”. To restrict new race values from being added, enable “Cases: Do not allow new race keywords to be assigned (advanced)”.
Once one or all of the settings are enabled, the associated field will not display the green plus icon, preventing new keywords from being added.
Prevent approved activities from being edited by enabling the setting “System: Only System and Branch Administrators can edit or delete approved activities” under System Settings > System Configuration.
This setting helps prevent any changes from occurring once the supervisor has approved the activity. Only users identified as a Full Administrator or Branch Administrator under their User Ids will be able to edit or delete approved activities.
Sometimes we all need a little guidance… and thankfully, we now have guidelines inside of our Web Documents to assist with casework.
Agency administrators can now alter their report or activity Web Documents to include non-printable guidelines. That’s right, these guidelines will not print or appear on PDF files that are emailed externally. The guidelines will only be seen by those with extendedReach User Ids.
To add guidelines to a Web Document, go to the configuration screen of the Web Document, hover over the Paragraph drop-down and select “Guidelines (non-printable”.
Guideline text will appear in blue on the Web Document. The guidelines will be hidden once printed or emails.