Administration
Everything you need for administering Core+ and internal administration tools
By Asa and 1 other2 authors67 articles
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+.
Applications
How to configure and use the inbuilt Core+ applications
- Report Manager and Running ReportsEverything you need to know about Report Manager3 articles
- Erase DeleteEverything you need to know about Erase Delete3 articles
- Data ManagementEverything you need to know about Data Management1 article
- Query ToolEverything you need to know about Query Tool1 article
- DB ViewEverything you need to know about DB View6 articles
Configuration
Configuration Options for Core+
- Configuration: SystemThis article provides instructions on how to modify configuration options to change the default behaviour of Core+.
- Configuration Projects & SessionsThis article will contain information on changing configuration settings.
- 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 PersonCore+ Configuration: Young Person
- Configuration PersonThis article contains information on how to configure options to modify the default behaviours.
- Configuration EntityThis article will contain information on how to configure Entity.
- Configuration YOTThis article contains information on how to configure the YOT options to modify behaviours within Core+.
- Configuration ReportingThis article contains information on how you can configure reporting.
- Configuration FamilyThis article contains information on how to configure families.
- Configuration YJS VictimThis article contains information on how to configuration YJS Victims.
- 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.
- Email authentication with OAuth2 in Core+What OAuth2 email authentication offers and what to prepare before requesting setup.
- Control allowed file types for multimedia uploadsHow to set which file types users can upload as multimedia attachments in Core+.
Count Types and Lookups
How to configure and maintain Count Types and Lookups
- Add a new lookup valueSteps to add a new lookup value so it becomes selectable in Core+.
- Difference between count types and lookupsHow count types and lookups differ, and how local values map to the required values.
- Edit a lookup valueSteps to edit a lookup value, add a custom description, and change a lookup in a locked table.
- Add a new count typeSteps to enter a new count type in Core+.
- Retiring a lookup valueIn this article, we will explain how you can retire a lookup value.
- Examples of Unique LookupsThis article contains all information relating to the Unique Lookups.
- 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.
- 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.
Configuring the Look and Feel of Core+
How to configure Menus, Page Names and use Screen Designer
- Change page headingThis article contains very few steps on how to change the page heading.
- User Login MessagesThis article explains how you can set up User Login Messages.
- App Page AdminThis article contains information on what App Page Admin does.
- Change an external hyperlink on home pageThis article explains how to change an external hyperlink on the homepage.
- Hide addresses on young persons basic detailsThis article explains how to hide addresses on the YP basic details.
- User Menu AdminThis article contains information for the User Menu Admin on how to make changes.
- Menu items not appearingThis article explains how you select the menu items that are not appearing.
- Young Person Status IndicatorsThis article contains the information for each YP Status indicator.
- Youth Justice and Young Person Activity History screen record typesThis article contains information about the Youth Justice and Young Person Activity History.
Roles and Permissions
How to configure Roles and User Permissions
- Assigning Permissions to RolesIn this article, we explain how you can assign permissions to roles.
- Assign widgets to rolesIn this article, we will explain how you can assign widgets to roles.
- Assign Bookmark Menu Items to RolesThis article explains how you can add bookmark menu items to roles.
- Assign Menus to RolesThis article explains how to assign menus to roles.
- Assigning Users to RolesThis article contains information on how you can assign Users to Roles.
- Assign Report Categories to RolesThis article contains information and steps on how to assign report categories to roles.
- Hiding RolesThis article contains information on how you can hide roles.
- Assign Workflows to RolesThis article explains how you can assign workflows to roles within Core+.
- Assign Dynamic Widgets to a RoleThis article explains how you can assign dynamic widgets to a role.
- 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.
- Create and shield data protection recordsIn this article, we explain how to create and shield data protection records.
- Youth justice and youth activity access listsIn this article, we will explain how you can see the activity access lists.
- Restricting Interventions on specific rolesThis article explains how you can restrict interventions for specific roles.
Troubleshooting
Resolve issues with roles, permissions, configuration, and admin tools in Core+