CAP60 Resources

Five County AOG – CAP60 User Agreements (must be signed in order for a user to access the system):

Five County Association of Government – CAP60 Agreement (PDF)

  • Please scan and email to ccottam@fivecounty.utah.gov

 

How to run a monthly demographic report

how-to-pull-monthly-food-pantry-reports.pdf

How to check for service history and duplicate services

CAP60 – Checking Case and Service History

 

The Utah CAP60 UserGuide:

Utah Handbook (WORD Format)

Utah Handbook (PDF Format)

CAP60 YouTube Training Videos:

General Intake – adding a new client, income, case, service

https://youtu.be/_pJhmBOxCJQ

 Adding a case, service, and goal to an existing client

https://youtu.be/0N1O0z24KOM

 Adding Services and Goals to an existing case

https://youtu.be/yPVSxAKMnoQ

 How to search for clients

https://youtu.be/W2R_NAvQ7nM

 Updating family information and Income

https://youtu.be/MZJ-W2QDCNg

Using Auto-Dialer

  • Note: It will look different on the current system, but the instructions are pretty much the same. The biggest difference is that the autodialer is found under the “productivity tools” tab rather than a separate auto-dialer tab.

Autodialer

Videos from Five County AOG Training on 9/29/17:

Adding a New Household / Members:

Enrolling into a Case / Case Management:

Group Activities Module Training:

Case Information (CAP Module) Case Warnings:

Database Overview and Technical Support:

My Account Module:

CAP Module – Part II:

Front Desk Module Training:

Volunteer Module:

Adding Community Resources – For Information and Referral:

Reports Module:

 

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