Applications
How to configure and use the inbuilt Core+ applications
By Asa and 1 other2 authors24 articles
Report Manager and Running Reports
Everything you need to know about Report Manager
- Add access to the Report Manager applicationThis article explains how to gain access to the Report Manager application.
- Opening ReportsThis article contains information on how to open reports and how to find the queue.
- Report ScheduleThis article explains how reports can be added to a schedule to be run at certain times.
Erase Delete
Everything you need to know about Erase Delete
- Delete pre-set deletion criteria in Erase DeleteHow to delete previously created pre-set deletion criteria in the Erase Delete app.
- About the Erase Delete toolFind out what the Erase Delete tool does and which processes are available to administrators.
- Records to process in Erase DeleteChoose a process and load Young Person records for deletion, restoration, or erasure using the Erase Delete tool.
- Selection criteria in the Erase Delete toolChoose the top-level and module records to process, and save or load selection criteria in the Erase Delete tool.
- Run a process in the Erase Delete toolRun your selected process against the records loaded in the Erase Delete tool, including deletion, erasure, and data retention processing.
- Erase Delete logsOpen and review the logs for every process run in the Erase Delete tool, including the date, reason, and audit trail.
- 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.
- Erase delete tool not workingThis article explains what to do when the Erase delete tool is not working correctly.
Data Management
Everything you need to know about Data Management
- Add access to Data Management ToolThis article will explain how you can add access to the Data Management Tool.
- About the Data Management toolFind out what the Data Management tool does and what you need before importing Young Person records.
- Data Management: file importUpload your import file and check its data at the start of the import wizard.
- Data Management: Young Person import managementStart a new import, resume an incomplete one, and view your import history and files in the Data Management tool.
- Data Management: import summaryStart your import once matching and mapping are complete in the Data Management tool.
- Data Management: field mappingMap the fields in your import file to Core+ database fields, then validate them before continuing the import.
Query Tool
Everything you need to know about Query Tool
DB View
Everything you need to know about DB View
- DBView tool overviewWhat DBView is, what you can do with it, and how to give a role access to it.
- Export DBView data to XLSX or CSVHow to export all or selected DBView results from a table or query to a file, and where to find it afterwards.
- Open DBView and view the database tablesHow to open DBView and move between the database tables and their links.
- How to run SQL queries within DBViewHow to run SELECT queries against the database and work with your results and query history.
- View a table's structure in DBViewHow to view a table's columns, constraints, indexes, and referencing constraints, and how to order the data.
- View and filter table data in DBViewHow to view the records in a table, filter them, and save results to a bookmark.