KCL Software Solutions

CIOC Data Management

how do I add checklist items to suggest an update form

Hi Kate In the last new features/enhancements webinar you talked about the feature allowing update sources to select items from the same checklist in the update form that we see in our data management view. D...

1 Agent Answer

new ONT owner code, new rec. no. prefix in import

Hi Kate, we imported a new batch of items from The Healthline in London & the records came in with new owner code, & new rec. no. prefix both ONT. I trust this is OK but wanted to be sure you knew si...

1 Agent Answer

Sorting records

Good morning, Searching for "out of the cold" as agency name and sorting by Org Name gives an odd intermixing of items starting Out vs items starting Beach Interfaith. Switching to sort by Rec no. w...

1 Agent Answer

Pub Code subheadings

Hi Kate, We use the sub headings / general headings with a few of our pub codes. Is there any way to make the system recognize that "10" should come after "2", ect... Looks like it just v...

1 Agent Answer

updating multiple sites and services

I want to know how other folks are updating site and service records? We're finding that many agencies are overwhelmed, as they may be receiving multiple update requests, one for each site and / or service...

1 Agent Answer

Public view and new interface

Just wanted a refresher on how to turn on our new CIOC interface in our public view? I thought we had done that but it still has the old interface..... Thanks

2 Agent Answers

shared records - error viewing

We have 2 shared records from peel, but when i press on them to view I just get a blank page with "Internal Server Error".... any idea what the issue is. The records are MAL0125 and ROP0083

2 Agent Answers

Sort As field and Sharing

Hi, Just wondering if we can take out the Sort As field from all of our sharing, and if that would negatively affect anything? We're finding that other databases are using it differently and it is messi...

1 Agent Answer

211OOC pub code

Hi Kate, Just wondering if this is a new code? And if all partners are supposed to be using it? We're currently using the 211NOTSHARED code for our out of catchment records... let me know if we should c...

1 Agent Answer

Update email and HTML

Is there a way to format the update email so that the text we have in the Message Body doesn't all go into one big clump when it's emailed out? I've tried formatting it with HTML but with no succ...

1 Agent Answer