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