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3 août 2018   Training videos now linked on Neoserra!

I have created links in Neoserra to the training workshops I conducted back in March and April of this year. You can find them by clicking Help in the navigation bar.

Help4



18 juil. 2018   Merging Clients

PLEASE DO NOT MERGE CLIENT RECORDS IN WHICH BOTH HAVE A COUNSELING HISTORY!!

This will lead to many EDMIS errors and is a headache to clean up. If you have duplicate accounts each with a counseling history, please contact me. There are alternate ways of handling duplicates.


Thank you!

Carrie Lopez



28 sept. 2017   Printing PDFs from Neoserra with Chrome
Google Chrome users - Printing a PDF in Chrome is tricky depending on which PDF viewer you use. If you are unable to download or print directly from the browser, follow the below instructions:
After pulling up the PDF report, right click and choose “Print.” Instead of sending to a printer, choose “Save as a PDF” and save it to your hard drive. Then open that PDF and print.

28 févr. 2017   ATTRIBUTION OF CLIENT ECONOMIC IMPACTS

As of January 1, 2017 the Norcal SBDC Region will require attribution in preparation for our accreditation scheduled in 2018.

There are multiple ways to secure attribution:

  • During an in-person session with a client, ask the client to sign off on a statement of attribution.
  • During a call with a client, ask the client to email you a statement of attribution.
  • Send a client an email that they can respond to that denotes the attribution for an economic impact.
  • Send out a survey about economic impact that includes wording about attribution.  If the client replies, it is adequate documentation.

In all circumstances, the attribution should be either cut and paste into the session notes for a client -OR- secured as an attachment to that client’s file.
 
Preferred wording for attribution:

“Responding to this survey (or email) means that you have received benefit from working with the SBDC and we have contributed towards your successes listed below.”


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