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Jadu Connect Foundation Training
Course Overview
Aims and Objectives
An introduction to the Jadu Platform
What is Jadu
About Jadu Connect
About Jadu Central Forms
About Jadu Central Content
About the Integrations Hub
Getting Started
Setting up Connect
Homepage overview
Video: Menus and Navigation (2:35)
Managing Users, Roles and Groups
Order of Approach
Video: Users, Roles and Groups (7:33)
User Types, Roles and Groups
Registration
Video: Putting It All Together (6:41)
Creating Workflows
Planning your Workflow
Video: What is a Workflow? (7:39)
The Workflow Menu
Services
Fields
Creating Case Fields
Case Types
Creating case statuses
Creating case transitions
Creating case forms
External Form redirects
Creating case notifications
Creating case rules
Case Dates
Importing & Exporting case types
Video: Creating a Workflow (13:13)
How Do I Use Jadu Connect?
Using Jadu Connect
Searching with Jadu Connect
Search options
Video: Search options (2:08)
Case Lists and Filters
The Home view
Main Dashboard view
Dashboard Columns
Creating a filter
Video: Dashboards and Filters (4:05)
Individual Case Dashboards
Case dashboard view
Video: The Case Dashboard (3:50)
Creating Person Records and Cases
Creating a person record
Person Dashboard
Creating a case using Connect form
Creating a case using an external form
Foundation Assessment Test
Conect Foundation Assessment
Case Dates
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