Home Login Overview Pricing Support Contact Us

Sign-up your organization!

The modest monthly membership investment needed to install JC Online enables an organization to save time, reduce costs and maximize effectiveness.
Get Started Today...

SEARCH:


Organizational Setup

Pulldowns

Pull Down Setup: When you grant "Administrator QA" security rights to a staff member or volunteer, you're giving them the power to setup the default "pull down" choices for your organization's JC Online screens. Your pull down choices have a direct impact on which choice selections are available to your volunteers when posting their case and client information, and how your grant reporting will summarize your case and client reports.

Volunteer Security Setup: In addition to pull down setup, "Administrator QA" security rights enable a user to edit your organization's overall profile, setup any level of volunteer security, and flag which volunteers to automatically to include in the organization contact directory visible on every volunteer's JC Online home page.

Administrator QA: Also, Administrators "supervise" the new and modified records of other users using the secured "QA" features of JC Online.

Pull down Setup:

The following is a list of the pull down choices to be setup by your administrators:

Setup Admin Home

A staff member or volunteer with "Administrator QA" security rights will see a "Setup" main menu button that gives them the power to manage the "customizable" default pull down choices used throughout JC Online. Volunteers with a lower level of security will not see the Setup menu choice.

Case Isue Types

The Case Issues pull down choices are a required choice on the Case Action screens to identify the general nature of the service being provided to a client on an single case action. The case issues are used to summarize your some of your grant reports.

Case Action Types

The Case Actions pull down choices are a required choice on the Case Action screens to identify the type of action taken by a volunteer on behalf of a client on an single case action. The case action types are used to summarize some of your grant reports.

Case Action Status

The Case Action Status pull down choices are a required choice on the Case Action screens to identify the most recent status of the action taken by a volunteer on behalf of a client on an single case action. The case action status choices help organize the list of open case actions for follow-up.

Counties (Jurisdiction)

Counties are added (by State) in both the client and case screens. In client screens, the county identifies which county the client lives in. On the Case Summary screens, the county represents the court jurisdiction that has authority over the specific case. You can enter your list of counties one at a time in the setup screen, or provide a complete county by state list in Excel to the JC Online team and we will quickly upload them for you as a complete list.

Languages

Language is a required choice on the client profile screen as part of their "demographic profile". Knowing a client's primary language can alert a volunteer when interpreter services may be needed. Also, some grant and IRS reporting requirements want summary reports based on client language and nationality.

Races

Race is a required choice on the client profile screen as part of their "demographic profile". Some grant and IRS reporting requirements want summary reports based on client race.

Referred By

The "Referred By" is a required choice on the client profile screen as part of their "demographic profile". Understanding "what situation" brought your client to your organization can help you gauge your organization's effectiveness at informing the communities about your services. Also, some IRS grant reporting requirements want summary reports based on how a client was referred to your organization.

Service Locations

Location of service is a required field in the case action and volunteer scheduling screens. In case action screens, the location field identifies which physical location the service action was performed. Identifying the location of service provided can help us report of the effectiveness of our services in our remote locations. On the Volunteer Scheduling screens, the location is required to inform the volunteer the name and address of the location where volunteer services are needed.

Service Roles

The Service Roles are one of the most significant pull down setups since they identify the type of role a volunteer was playing when servicing a client. For instance, if a volunteer was providing legal services, you may want them to choose "Attorney" as their service role. This will help you easily identify which actions are being done by that type of volunteer, and also enable you to drill up and down your grant reports and detail reports by the types of volunteers providing service. Time Sheets require a Service Role to identify the primary "role" the volunteer was playing when service time was recorded. Also, Case Actions require a Service Role to identify the primary "role" the volunteer was playing when an action was taken on a case. Lastly, Service Role is required when setting up a volunteer schedule date to communicate to the volunteers what type of role they will need to play during their volunteer activity.

Tax Type Pull downs

The "Tax Type" pull down is a field on the Case Action screen to identify which IRS Low Income Tax Clinic (LITC) tax service category to apply to an LITC Case Action. Tax Type is used by the time and activity summary grant reports and is required by the IRS for LITC reporting.

Security Setup:

The following are the security settings that Administrators can grant to JC Online users in their organizations:

Security

"LIMITED" Security (My Cases & Contacts Only)

"Limited" security gives a volunteer or staff member the right to add new clients, create cases, apply case actions, manage their volunteer time and schedule, and view their own activity reports. In addition, volunteers with Limited security can search, edit and sometimes delete client and case information if the case or client was added or edited by them, if the case action was taken by them, if the case action was referred to them, or if the client or case record is about them (their own personal profile or case records). Limited users search case and client information using the "MY CASES & CONTACTS" menu.

"FULL" Security (All Cases & Contacts)

"Full" security gives a volunteer or staff member all of the rights of the "Limited" user. In addition, a Full security user can search and edit all client and case information using the ALL CASES & CONTACTS menu. Also, Full security users can create and edit new activity schedules, read detail and summary reports using the "ALL ACCOUNTS" menu, and assist with mass mail and email communication screens.

"ADMINISTRATOR QA " Security (All Power)

"Administrator QA" security gives a volunteer or staff member all of the rights of the "Limited" and "Full" user. In addition, an Administrator can setup security rights for any JC Online user. Also, Administrators can add or edit any of the default pull downs choices being used by the JC Online screens. Lastly, the Administrators are responsible for quality checking (QA) all new and modified case, client and time activity posting records as a way of "supervising" the activities of the volunteers and staff.

Administrator QA ("Quality Assurance"):


QA Supervisor:

One or more of your "Administrator QA" security users are responsible for quality checking (QA) all new and modified case, client and time activity posting records as a way of "supervising" the activities of the volunteers and staff.

For instance, when a new case action is added to a client case, the case action appears in the Administrator's "Case Action QA Needed" list located under the blue Case button in the ALL ACCOUNTS screens in JC Online. The administrator is able to view, edit or delete the case action information as a way of "supervising" the activity of the volunteer providing the case action service.

This "supervisory" role give the administrator a "2nd pair of eyes" on all of the critical data entry activities of all of the volunteers in your organization. Better data integrity, more consistent data clean-up, and obvious "supervisory" follow-up of all new and modified activities help ensure a streamlined and effective managing of client, case and volunteer responsibilities.

Back to top