Administration
Everything you need for administering Core+
Core+ Performance IssuesIn this article, we shall advise on what information to give when reporting performance issues.
System Is downIn this article, we explain what to do when experiencing issues with Core+ failing to load the page.
Clearing an existing session results in an infinite loop on login attemptsIn this article, it will explain how you can resolve your loop on login issues.
Spell checker functionalityIn this article, we explain what to do if you're unable to correct words withing Core+.
Add and remove a user from the email contact listIn this article, we explain how you can go about adding or removing a user to the email contact list.
Add a new user to Citrix
Create and shield data protection recordsIn this article, we explain how to create and shield data protection records.
Add a new count typeIn this article, we explain what count types are and how to enter a new count type.
Cannot log following an upgradeThis article will explain why you're getting an error when trying to log in during an upgrade.
Add access to the Report Manager applicationThis article explains how to gain access to the Report Manager application.
Menu items not appearingThis article explains how you select the menu items that are not appearing.
Add access to Data Management ToolThis article will explain how you can add access to the Data Management Tool.
AssetPlus Validate Stage button is greyed outThis article explains what you can do when the AssetPlus validate stage button is greyed out.
SMS Message interventions and how they workIn this article, we will explain how SMS (Short Message Service) message interventions work.
Data protection and shielding YP records from usersIn this article, we explain how to shield YP (Young Person) records from as many users as you need.
Marking a XML Submission LiveIn this article, we explain how you can mark your XML Submission as Live.
Set concurrent usersIn this article, we will explain how you can find out how many concurrent users you have and how they can be set.
Object sets and designing screensIn this article, we will explain how to add object sets and how to design screens.
Assigning Permissions to RolesIn this article, we explain how you can assign permissions to roles.
Power BI support with Core+In this article, it will explain the Power BI reporting within Core+.
Configuration: SystemThis article provides instructions on how to modify configuration options to change the default behaviour of Core+.
Error: 'Establishment number does not contain a recognised value'This article explains what you can do if you are getting this error.
Import a custom YPL file for the Erase/Delete ToolThis article explains how you can create a .ypl format to add young people to the Erase/Delete tool.
Allow multiple roles to bypass upgrade modeThis article explains how you can allow multiple roles to bypass the upgrade mode.
Young Person Status IndicatorsThis article contains the information for each YP Status indicator.
Downloads are blocked.In this article, we outline the steps to enable the automatic downloading of multiple files.
Maintain and configure lookup valuesIn this article, we explain how to maintain and configure lookup values within Core+.
Assign widgets to rolesIn this article, we will explain how you can assign widgets to roles.
Adding a new school to Core+In this article, there is a brief explanation on how to add a new school within Core+.
Sybase EBF patch for externally hosted customersThis article contains all the information needed for the Sybase EBF (Electronic Bug Fix) patch for external customers.
Retiring a lookup valueIn this article, we will explain how you can retire a lookup value.
Opening ReportsThis article contains information on how to open reports and how to find the queue.
Configuration Projects & SessionsThis article will contain information on changing configuration settings.
User Menu AdminThis article contains information for the User Menu Admin on how to make changes.
Assign Bookmark Menu Items to RolesThis article explains how you can add bookmark menu items to roles.
Record previous YPIDThis article explains how to record the previous YPID for a new young person using the Foreign System Links.
Configuration Messaging ServerThis article holds information on how to change the messaging server configuration.
Configuration MessagesThis article explains how you can change the message configuration options.
Configuration Young Person
Assign Menus to RolesThis article explains how to assign menus to roles.
Cannot find a record that has been accidentally tildedThis article explains what to do when you cannot find a record that has been accidentally tilded out.
PDAT Labels not showingThis article contains information for PDAT Labels that are not showing.
Change page headingThis article contains very few steps on how to change the page heading.
Erase delete tool not workingThis article explains what to do when the Erase delete tool is not working correctly.
Hide addresses on young persons basic detailsThis article explains how to hide addresses on the YP basic details.
Change an external hyperlink on home pageThis article explains how to change an external hyperlink on the homepage.
Text replies are not summarised on the My Vision pageThis article explains what to do when text replies are not summarised on the My Vision page.
Crystal Assemblies patch for externally hosted customersIn this article, we explain how to patch the Crystal Assemblies for externally hosted customers.
How to add an image to basic details and YOT case detailsThis article contains brief information on how to add images to basic details and the YOT case details.
Query Tool not startingThis article contains information relating to the Query Tool not starting.
Inactivity timeoutThis article displays information on the inactivity timeout.
Grid DesignerThis article contains information for the Grid Designer.
Configuration PersonThis article contains information on how to configure options to modify the default behaviours.
Assigning Users to RolesThis article contains information on how you can assign Users to Roles.
Configuration EntityThis article will contain information on how to configure Entity.
Assign Report Categories to RolesThis article contains information and steps on how to assign report categories to roles.
User Login MessagesThis article explains how you can set up User Login Messages.
Configuration YOTThis article contains information on how to configure the YOT options to modify behaviours within Core+.
Create a Not Known address typeIn this article, it contains a brief step-by-step guidance on how to create a Not Known address type.
Report ScheduleThis article explains how reports can be added to a schedule to be run at certain times.
Examples of Unique LookupsThis article contains all information relating to the Unique Lookups.
Hiding RolesThis article contains information on how you can hide roles.
Configuration ReportingThis article contains information on how you can configure reporting.
Configuration YJS VictimThis article contains information on how to configuration YJS Victims.
Configuration FamilyThis article contains information on how to configure families.
App Page AdminThis article contains information on what App Page Admin does.
Configuration Drop-in ModuleThis article contains information on how you can change Drop-in Module configuration options.
Configuration Query ToolThis article contains information on how you can configure the Query Tool to modify behaviours.
Configuration OpportunitiesThis article contains information on how you can modify the behaviour for configuration opportunities.
Assign Dynamic Widgets to a RoleThis article explains how you can assign dynamic widgets to a role.
Assign Workflows to RolesThis article explains how you can assign workflows to roles within Core+.
Salesforce Administration
Password resets and requests
Accessing the upgrades master caseIn this article, it will guide you how to get to your upgrades master case.
Register to the Customer Success PortalThis article explains how to register a user for the Customer Success Portal and when you need the super user role.
Customer Success Portal Password ResetThis article contains brief information on how to reset your password.
Core+ User Accounts and resets
Core+ Password reset, unlocking accounts and creation
User Account AuthenticationIn this article, we explain what you can do for each User Account Authentication.
Core+ Password resetIn this article, we will explain how you can reset your password withing Core+.
Creating Core+ User AccountsIn this article, it explains all steps on how to create user accounts within Core+.
