Site and Program Management
36 articles
What are dashboards in Apricot?This article provides a general overview on the Dashboards feature in Apricot.
How do I use the Attendance Dashboard?This document covers the Attendance Dashboard (formerly Apricot Insights Dashboard).
What is the School Performance tab?Apricot 360 organizations working in the youth development vertical now have visibility into student data with the School Performance Tab.
Video: Inventory Management Overview
Video: Census Data DashboardThis video provides an overview of the Census Data Dashboard in Apricot.
Video: Census Data In Document FoldersThis video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.
What are program enrollments in Apricot?
How do I configure Programs for Enrollments?
How do I enroll participants in a program?
How do I exit multiple participants from a program at once?
How do I attach program enrollments to a Tier 2 record?
How do I report on Tier 2 data attached to Program Enrollments?
How do I view program enrollment audit information?
How do I report on participants' Assigned Staff in Program Enrollments?
How do I record a Service Activity under a Program Enrollment? (Beta)
Video: Configuring Time-Based Alerts
How do I add an image to a bulletin?
How do I create a report bulletin?
FAQs: Bulletin Best Practices
How do I create an HTML bulletin?
How do I set up internal referrals in Apricot?
How do I create an external referral?
How do I create a new internal referral?
How do I accept or reject an internal referral?
Understanding Site and Program Management
How do I export internal referral information?
WorkflowsThis guide will walk you through how to use the Apricot Workflows module.
How do I give users access to a workflow?This article goes over the Permissions needed for Apricot Users to have access to Workflows.
Understanding Program Enrollments
Understanding Bulletins
How do I create a new rule for alerts?This article covers Rules & Alerts, a feature available for Core and 360 sites
Understanding Referrals
Video: Enabling Rules and AlertsThis video provides instruction on how to enable Rules and Alerts in Apricot.
Understanding Workflows
Video: Time-Based Alerts OverviewThis video provides an overview of Time-Based Alerts, available now for Apricot 360 Clients
Understanding Rules and Alerts