CSBG

How do I make sure a Service is counted for the CSBG FNPIs?

  • Record a client service on the Services page or the Case Notes page, Case Notes tab, or an assessment on the Case Notes page, Case Assessments tab
  • In the Performance Indicator section of the popup window, select the FNPI(s) that relates to the service
  • If the Performance Indicator is achieved, select Term = Achieved

On Section A Report:

  • Checking the FNPI will count Client in # Participants Served column for that FNPI
  • Selecting Achieved will count Client in Actual Results column for that FNPI

As part of the Program setup, the Administrator must:

For the Contract:

  • Link the FNPI to the Contract

In Contract Details:

  • Select a Target amount for the FNPI

In Program setup:

  • Select the Contract to link to program in Contract section

In Domain setup:

  • Select Standard Name to match one of the Domain categories

In Question setup:

  • Make sure Case Plan question set has a question linked to the Domain category used for Standard Name

How do I make sure a Service is counted for the CSBG SRV NPIs?

  • Record a client service on the Services page or the Case Notes page, Case Notes tab, or an assessment on the Case Notes page, Case Assessments tab

There is nothing else to checkoff or record

Section B Report will count each client receiving a Service that is linked to the SRV Performance Indicator

As part of the Service or Assessment setup, the administrator must:

  • Link the Service or Assessment to a Funding Code
  • Link the Funding code to both a Contract and to an SRV Performance Indicator