Pathfinder - Admin Tools

This content is geared to agencies onboarding with LegalServer. While most of this content is timeless, relevant, and all around useful, not all of it will be applicable if you are currently live with LegalServer.

LegalServer offers a suite of tools to maintain your site, and ensure it continues to meet your evolving needs. We cover these tools in our dedicated admin training, and ask that you put your skills to work on your demo site during onboarding.  

The page starts off with guidelines on what your admins should be able to do at what point during the onboarding. Below the guidelines are the various topics we cover in the admin training, broken out into component videos. This is meant to supplement, rather than replace, the New Admin Training.  

Concepts

Lookups and Fields

Lookups refer to the values in the various drop down/picklists on your site. No information is stored in the lookup lists, just the choices themselves.  The actual data itself is stored in fields that are placed onto forms by your admin in the system.

Homework

• Create a site specific lookup
• Create a a site specific field with that lookup

Forms

Forms hold fields where the information on your site is entered. When you are looking to remove or add a field, make a field required, or change the placement of a field, you can do so on the form. Forms, in turn are placed into processes. 

Where to Start 

• Edit an existing form, moving a field up or down on the form
• Add an instruction to the existing form
• Create a Sandbox form(s)
• Add the field you created to the form

Processes

Processes hold forms, either a single form or multiple forms that appear as steps. When you are looking to change the order of forms or restrict access to specific forms based on user role, you'll want to take a look at the process. 

Where to Start

• Create a Sandbox process
• Put your Sandbox form into the process

Profiles

While Forms and Processes are used to enter or change information, profiles are designed to view record information. Most profiles on LegalServer are editable, allowing you to customize what information your users see.  

Where to Start

• Edit your case profile- add your newly create field to one of the tab blocks
• Make the field editable on your profile
• Allow a user to launch your Sandbox form when editing the field on your profile. 

Branch Logic

Branch Logic is a tools in LegalServer that allows you to display subforms based on existing data or a user's selection. For example, if Homeless = "Yes", then display 4 additional fields.

Where to Start

• Create branch logic and add it to the sandbox form

Guidelines

Often we are asked whether a person's admin skills are where they should be as part of the onboarding process.  We've created this handy set of guidelines to help you determine where you are in the process. 

Just started the process

We aren't as concerned about doing anything fancy- the most important thing at this point is feeling comfortable enough to get into your site and play around, and leave us feedback going forward.  You should be able to... 

• Create a User
• Reset a user's password
• Navigate to the admin side of a form
• Add an instruction to a form

Half way through onboarding

You are still really new at this, but knowing how to change what is on the page will be first and foremost in your toolkit. By this point, you should be ready to...

• Edit a form
• Edit and merge lookups
• Explain (to your staff) the difference between a field and a block
• Explain (to your staff) the difference between a form and a process

Preparing for GoLive

With go live right around the corner, your admin skills will be more important than ever.  While LegalServer staff is on deck to help, feeling confident in what you know will help make this process as smooth as possible.  In addition to the skills listed above, you should be able to...

• Edit a profile
• Edit your Actions Menu
• Edit branch logic
• Create a new lookup and field
• Create a ticket in the system

After GoLive

Well, now you are really in it, and should be feeling comfortable with your administration skills.  If you don't- feel free to re-watch or attend another admin training. At this point, you should be able to...

• Create a new form and process
• Sync Poverty Scales
• Create branch logic
• Test changes on your demo site

If any of these seems out of reach to you, or you just need more help to get you where you want to be, please reach out to your onboarding specialist, and we'll help get you where you need to go!