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155 articles in this collection
Written by
Liz Marshall
and
Training Team
VIDEOS | Software Updates
VIDEO | Enable Document Folder Enhancements
This Video reviews how Admin can enable new Document Folder Enhancements in Apricot Settings.
Written by
Training Team
Updated over a week ago
VIDEO | Document Folder Enhancements
This video reviews updates that may need to be enabled in Apricot. Please view the "Enable Document Folder Enhancements" Video to opt-in.
Written by
Training Team
Updated over a week ago
VIDEO | Apricot 7.0 - New User Interface
This video provides an overview of the new User Interface (UI) which was deployed in early 2019.
Written by
Training Team
Updated over a week ago
VIDEO | Multifactor Authentication
This video reviews Multifactor Authentication (MFA) for Users logging into Apricot.
Written by
Training Team
Updated over a week ago
VIDEOS | Form Design
VIDEO | Intro to Forms
This video provides an overview of the Form Library and Form Design tools within Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Viewing Your Forms
This video reviews how to view your existing Forms and their Published State in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Editing Forms
This video provides an overview of editing Forms in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Intro to Building Forms
This video provides an overview of the Form Builder tool, including details on the Field Choices, Requirements, and Form Actions palettes.
Written by
Training Team
Updated over a week ago
VIDEO | Standard Forms Library
Overview of the Standard Forms Library in Apricot, including details on accessing and reordering Tier 1 and Tier 2 forms.
Written by
Liz Marshall
Updated over a week ago
VIDEO | Building Forms: Sections
This video reviews Sections within Forms, including details on adding Sections and adjusting Section Properties.
Written by
Training Team
Updated over a week ago
VIDEO | Building Forms: Fields
This video reviews Fields within Forms, including details on adding Fields to a Form.
Written by
Training Team
Updated over a week ago
VIDEO | Building Forms: Form and Field Properties
This video reviews Form and Field Properties within the Apricot Form Designer.
Written by
Training Team
Updated over a week ago
VIDEO | Required Fields
This video reviews Required Fields in Forms.
Written by
Training Team
Updated over a week ago
VIDEO | Duplicate Check
This video reviews Duplicate Check Fields in Forms.
Written by
Training Team
Updated over a week ago
VIDEO | Option Lists
This video reviews Option-type Fields, such as Drop Down and Radio Buttons, with details adding choices or answer values.
Written by
Training Team
Updated over a week ago
VIDEO | Saving Forms
This video reviews how to Save Forms in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Publish Requirements
This video reviews Publish Requirements for Forms in Apricot, including the Record Name field.
Written by
Training Team
Updated over a week ago
VIDEO | Publishing Forms
This video reviews how to Publish Forms in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Tier 1 Forms
This video reviews how to create Tier 1 Forms from scratch.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Tier 2 Forms
This video reviews how to create Tier 2 Forms from scratch.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Forms from Templates
This video reviews Creating Forms from Templates in Apricot.
Written by
Training Team
Updated over a week ago
VIDEOS | Automating Your Forms
VIDEO | Masked Values & Weighted Answers
This video reviews Masked Value field types, with details on how a masked numeric or text value is created.
Written by
Training Team
Updated over a week ago
VIDEO | Number Calculations
This video reviews Numeric Calculation field types, with details on how properties for those fields can be adjusted.
Written by
Training Team
Updated over a week ago
VIDEO | Date Calculations
This video reviews Date Calculation field types, with details on how properties for those fields can be adjusted.
Written by
Training Team
Updated over a week ago
VIDEO | Email Triggers
This video reviews the Email Trigger field type, with instruction on creating an email trigger within the Form Designer.
Written by
Training Team
Updated over a week ago
VIDEO | Record Lock
This video reviews the Record Lock functionality, with instruction on adding Record Lock to an existing form.
Written by
Training Team
Updated over a week ago
VIDEOS | Sharing Data Across Forms
VIDEO | Intro to Linking
This video provides an overview of Linking Fields. These are fields that give you the ability to connect records of one form to another.
Written by
Training Team
Updated over a week ago
VIDEO | Same Folder Linking
This video reviews Same Folder Linking, which allows a Tier 2 record to connect to another Tier 2 record.
Written by
Training Team
Updated over a week ago
VIDEO | Linking: Simple
This video reviews Simple Linking Fields; including details on field configuration, properties, and description options.
Written by
Training Team
Updated over a week ago
VIDEO | Linking: Wizard
This video reviews Wizard Linking Fields, which can improve user workflow by displaying the linked form in a pop-up window.
Written by
Training Team
Updated over a week ago
VIDEO | Linking: Auto Populate
This video reviews how to Auto Populate data from one form to a linked form, including Auto Population requirements and field properties.
Written by
Training Team
Updated over a week ago
VIDEOS | Form Logic
VIDEO | Intro to Form Logic
This video provides an introduction to Form Logic, where you can conditionally show and/or require fields based on data entered on the form.
Written by
Training Team
Updated over a week ago
VIDEO | How to Enable Form Logic
This video will review how to "turn on" or enable Form Logic for forms in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Form Rule Components
This video reviews the 2 components of Form Rules; Conditions and Actions.
Written by
Training Team
Updated over a week ago
VIDEO | Form Logic Actions
This video reviews the types of Actions available based on Form Rules. Actions can impact individual Fields or an entire Section on a Form.
Written by
Training Team
Updated over a week ago
VIDEO | Designing Forms with Form Logic
This video reviews how to design a Form for use with Form Logic. For example, hide fields and sections and set Form Logic Action to unhide.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Form Logic Rules
This video reviews how to create New Rules using Form Logic in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Condition Logic
This video reviews how to create a Form Rule based on multiple Conditions. More than 1 Condition needs to be added to view Condition Logic.
Written by
Training Team
Updated over a week ago
VIDEOS | Building Reports
VIDEO | Intro to Reports and Report Categories
This video provides an overview of Reports and Report Categories in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Data Archives
This video reviews how to backup data and use Apricot's Data Archive Tool.
Written by
Training Team
Updated over a week ago
VIDEO | Creating a New Report
This video reviews how to create a brand new Report in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Building Reports
This video reviews building out a new Report, including how to adjust Report Properties, add Sections, and add Fields or Columns.
Written by
Training Team
Updated over a week ago
VIDEO | Copying a Report
This video reviews how to copy an existing Report.
Written by
Training Team
Updated over a week ago
VIDEO | Adding Data Columns
This video reviews how to add fields to a Report, including details on adding multiple fields at once via the Multiple Columns tool.
Written by
Training Team
Updated over a week ago
VIDEO | Column Properties
This video provides an overview of Column Properties and configuration options for Report Columns.
Written by
Training Team
Updated over a week ago
VIDEO | Data Types and Styles
This video provides an overview of Column Data Style choices, including details on how Data Styles change based on the column's Field Type.
Written by
Training Team
Updated over a week ago
VIDEO | Column Summaries
This video provides an overview of Column Summary choices, including details on how Summaries change based on the column's Field Type.
Written by
Training Team
Updated over a week ago
VIDEO | Grouping Data
This video provides an overview of Column Grouping, including details on Drill-Down Grouping, or Grouping by multiple columns.
Written by
Training Team
Updated over a week ago
VIDEO | Adding Tier 2 Data
This video reviews adding fields from a Tier 2 form to a Report.
Written by
Training Team
Updated over a week ago
VIDEO | Exporting Reports
This video reviews how to export a Report in Run Mode and also includes details on printing Reports.
Written by
Training Team
Updated over a week ago
VIDEO | Special Columns - Calculations
This video reviews Special Columns and the Calculation Field Choices in the Report Builder.
Written by
Training Team
Updated over a week ago
VIDEO | Special Columns - Section Summaries
This video reviews Special Columns and the Section Summary Field Choices in the Report Builder.
Written by
Training Team
Updated over a week ago
VIDEO | Root & Connecting Forms
This video reviews how to identify the Root and Connecting Forms in a Report and how to apply requirements and limits.
Written by
Training Team
Updated over a week ago
VIDEO | Limit Sections
This video reviews Limit Sections, as well as how to show and unhide so that these sections are visible in Run Mode.
Written by
Training Team
Updated over a week ago
VIDEOS | Adding Filters to Reports
VIDEO | Report Filters
This video reviews applying a Filter to a Report Section.
Written by
Training Team
Updated over a week ago
VIDEO | Filter Logic
This video reviews Filter Logic applied to a Report Section when more than one Filter is applied.
Written by
Training Team
Updated over a week ago
VIDEO | Run Time Filters
This video reviews Run Time Filters, or unlocked filters, in Report Sections.
Written by
Training Team
Updated over a week ago
VIDEO | Global Filters
This video reviews Global Filters and provides instruction to assign Global Values referenced in multiple sections throughout a report.
Written by
Training Team
Updated over a week ago
VIDEOS | Creating Graphs
VIDEO | Intro to Creating Graphs
This video provides an overview for Creating Graphs in Apricot's Report Builder.
Written by
Training Team
Updated over a week ago
VIDEO | Graph Properties
This video reviews Graph Properties and Options in the Report Builder.
Written by
Training Team
Updated over a week ago
VIDEO | Graph Data Sources
This video reviews Graph Data Sources including Group Counts and Summaries.
Written by
Training Team
Updated over a week ago
VIDEO | Stacked Bar Graphs
This video reviews Stacked Bar Graphs in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Targetlines
This video reviews adding Targetlines to Graphs in Reports.
Written by
Training Team
Updated over a week ago
VIDEOS | Apricot 360 Dashboards
VIDEO | Census Data Dashboard
This video provides an overview of the Census Data Dashboard in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Census Data In Document Folder
This video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.
Written by
Training Team
Updated over a week ago
VIDEO | Attendance Dashboard
This video provides an overview of the Attendance Dashboard (Formerly Apricot Insights Dashboard).
Written by
Training Team
Updated over a week ago
VIDEOS | Sites, Programs, & Security
VIDEO | Intro to Site & Program Structure
This video provides an overview of Site and Program Structure in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Sites
This video reviews how to create a new Site in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Managing Sites
This video reviews how to manage and rename Sites in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Programs
This video reviews Programs in Apricot, including details on creating new Programs in your database.
Written by
Training Team
Updated over a week ago
VIDEO | Managing Programs
This video reviews how to rename and manage Programs in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Program Based Permission Sets
This video reviews Program Based Permission Sets in Apricot. *If you are on Role Based Permissions, please refer to those videos instead.
Written by
Training Team
Updated over a week ago
VIDEO | Password Requirements for Users
This video reviews changing password requirements for your Users when they login to Apricot.
Written by
Training Team
Updated over a week ago
VIDEOS | Enrollments
VIDEO | Introduction to Apricot Enrollments
Written by
Training Team
Updated over a week ago
VIDEO | Enrolling Individual Participants
Written by
Training Team
Updated over a week ago
VIDEO | Enrolling Multiple Participants
Written by
Training Team
Updated over a week ago
VIDEO | Attaching Enrollment Records to Tier 2 Records
Written by
Training Team
Updated over a week ago
VIDEO | Updating Enrollments
Written by
Training Team
Updated over a week ago
VIDEO | Terminating Individual Participant Enrollments
Written by
Training Team
Updated over a week ago
VIDEO | Terminating Multiple Participants Enrollments
Written by
Training Team
Updated over a week ago
VIDEO | Reporting on Enrollments
Written by
Training Team
Updated over a week ago
VIDEOS | User Accounts
VIDEO | Intro to Users
This video provides an overview of User Accounts in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating New Users
This video reviews how to create New Users in Apricot, including details on assigning Roles and Permission Sets.
Written by
Training Team
Updated over a week ago
VIDEO | User Types
This video reviews User Types in Apricot, including details on access levels for different User Types.
Written by
Training Team
Updated over a week ago
VIDEO | Edit User Details
This video reviews how to make changes to an existing User in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Updated User Details Page
This video reviews the Updated User Details Page.
Written by
Training Team
Updated over a week ago
VIDEO | Record Level Access for Users
Record Level Access (RLA) is a restriction that can be applied to a Permission Set to limit record visibility.
Written by
Training Team
Updated over a week ago
VIDEO | Assigned Roles: Form Design
This video reviews the Assigned Role of Form Designer, a permission that allows a Standard User the ability to access the Form Design tool.
Written by
Training Team
Updated over a week ago
VIDEO | Assigned Roles: Report Design
This video reviews the Assigned Role of Report Design, a permission that allows a Standard User to access the Report Builder tool.
Written by
Training Team
Updated over a week ago
VIDEO | Secure Web Form
This video reviews the Secure Web Form tool, which allows a Tier 1 form to be publicly accessed via a unique URL.
Written by
Training Team
Updated over a week ago
VIDEOS | Viewing a Record's History
VIDEO | Record History (from Record)
This video reviews Record History from an existing record, including details on restoring previously saved versions of the record.
Written by
Training Team
Updated over a week ago
VIDEO | View Archived Records
This video reviews the Archived Records tool, including instruction on how to access, restore, and delete Archived Records.
Written by
Training Team
Updated over a week ago
VIDEO | Record Audits (Record History tool)
This video views the Record Audits tool, including details on filtering records.
Written by
Training Team
Updated over a week ago
VIDEOS | Bulletins
VIDEO | Creating Bulletins
This video reviews how to create standard HTML Bulletins.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Report Bulletins
This video reviews how to create Report Bulletins in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Manage Shared Files
This video reviews Shared Files, including Shared Files Categories, uploading new Shared Files, and removing existing Shared Files.
Written by
Training Team
Updated over a week ago
VIDEO | Apricot Settings
This video provides an overview of Apricot Settings, including User Licenses, Passwords, A La Carte Features, and General Configuration.
Written by
Training Team
Updated over a week ago
VIDEOS | Referrals
VIDEO | Program to Program Internal Referrals
This video reviews Internal Referrals or Program to Program Referrals in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Accepting & Rejecting Internal Referrals
This video reviews accepting and rejecting referrals in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Editing Internal Referrals
This video reviews how to Edit an Existing Referral in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Internal Referral History
This video reviews Referral History in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Bulk Update to Internal Referrals
This video reviews how to make changes to multiple Referrals at one time.
Written by
Training Team
Updated over a week ago
VIDEOS | Workflows
VIDEO | Accessing Workflows
This video reviews how to access Workflows in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Workflow Tasks
This video reviews Workflow Tasks within Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Completing Workflows
This video reviews how to complete Workflows in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Workflow History
This video reviews Workflow History in Apricot.
Written by
Training Team
Updated over a week ago
VIDEOS | Importing Data
VIDEO | Intro to Importing Data
This video provides an overview of the Import Tool, including details on Import History, Import Actions, and available Filters.
Written by
Training Team
Updated over a week ago
VIDEO | Preparing to Import Data
This video reviews how to prepare existing data for Import using the Apricot Data Import tool.
Written by
Training Team
Updated over a week ago
VIDEO | Uploading Data
This video reviews uploading a configured Import File, including details on the Import Actions and steps required to complete the import.
Written by
Training Team
Updated over a week ago
VIDEOS | Connect & Intake
VIDEO | Intro to Intake
This video introduces the Intake feature, which allows new participants (individuals seeking services) to enter their own data into Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Create an Intake Form
This video reviews how to create a new Intake Form in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Attach Tier 2 Forms to Intake
This video reviews how to attach Tier 2 Forms to Intake. This allows additional data to be captured for the new participant.
Written by
Training Team
Updated over a week ago
VIDEO | Publish Intake Forms
This video reviews how to publish and share your Intake Forms.
Written by
Training Team
Updated over a week ago
VIDEO | Manage Intake Forms
This video reviews how to modify, retract, or delete Intake Forms in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Setting Up Connect
This video reviews how to setup Connect for Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Registering Participants in Connect
This video reviews how to register participants in Connect.
Written by
Training Team
Updated over a week ago
VIDEO | Logging in to Connect
This video reviews how to login to Connect and provides an example of what your participants will see when they login.
Written by
Training Team
Updated over a week ago
VIDEO | Direct Messages
This video reviews sending Direct Messages, both via email and text, in Connect.
Written by
Training Team
Updated over a week ago
VIDEOS | Role Based Permissions
VIDEO | Intro to Role Based Permissions
This video provides an overview of Role Based Permissions. For Apricot Sites on Program Based Permissions, please refer to those articles.
Written by
Training Team
Updated over a week ago
VIDEO | Role Migration Tool for switching to Role Based Permissions
This video covers the Role Migration Tool for switching from Program Based Permissions to Role Based Permissions in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Managing Roles
This video reviews managing individual roles in Apricot Sites with Role Based Permissions.
Written by
Training Team
Updated over a week ago
VIDEO | Editing Default Roles
This video covers how to edit the default roles provided for Apricot Sites with Role Based Permissions.
Written by
Training Team
Updated over a week ago
VIDEO | Creating New Roles
This video covers how to create a new role in Apricot Sites with Role Based Permissions.
Written by
Training Team
Updated over a week ago
VIDEO | Assigning Roles to Users
This video reivews assigning roles to existing Users, for Apricot Sites with Role Based Permissions.
Written by
Training Team
Updated over a week ago
VIDEO | Advanced Access for Users
This video reviews advanced access for Standard Users, for Apricot Sites with Role Based Permissions.
Written by
Training Team
Updated over a week ago
VIDEOS | Caseloads
VIDEO | Intro to Caseloads
This video provides an introduction to Caseloads in Apricot*.
Written by
Training Team
Updated over a week ago
VIDEO | Enable Caseloads
This video reviews how to enabled Caseloads in your Apricot*.
Written by
Training Team
Updated over a week ago
VIDEO | Manage Caseloads
This video reviews how to share participant records and caseloads between different staff at your organization*.
Written by
Training Team
Updated over a week ago
VIDEO | View My Caseloads
This video reviews viewing Caseloads from a Standard User View in Apricot, for those that have the Caseloads feature available.
Written by
Training Team
Updated over a week ago
VIDEOS | Rules & Alerts
VIDEO | Intro to Rules & Alerts
This video provides a brief introduction to our Rules & Alerts capability for Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Rules & Alerts - 2022 Updates
This video provides an overview of Rules & Alerts, as well as updates for 2022 including drop down options and email notifications.
Written by
Training Team
Updated over a week ago
VIDEO | Enable Rules & Alerts
This video provides instruction on how to enable Rules and Alerts in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Creating Rules & Alerts
This video reviews how to create new rules and alerts in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Managing Rules & Alerts
This video reviews how to manage existing rules and alerts in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Viewing Alerts
The video shows what alerts look like and how to respond to alerts.
Written by
Training Team
Updated over a week ago
VIDEOS | Schedule
VIDEO | Intro to Apricot Schedule
This video provides a brief introduction to our Schedule capability for Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Apricot Schedule
This video provides instruction on how to configure fields used for Apricot Schedule.
Written by
Training Team
Updated over a week ago
VIDEO | Syncing Calendar Accounts
This video provides instruction on how to sync an External Calendar Account with Apricot Schedule.
Written by
Training Team
Updated over a week ago
VIDEO | Link Video Conferencing
This video provides instruction on linking Video Conferencing Accounts to Apricot Schedule so you can add these links to Appointments.
Written by
Training Team
Updated over a week ago
VIDEO | Manage Calendar Availability
This video provides instruction on how to set and manage your availability for your Calendar in Apricot Schedule.
Written by
Training Team
Updated over a week ago
VIDEO | Viewing Existing Appointments
This video reviews how to view existing Appointments on Calendars in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Adding Appointments
This video reviews how to add new Appointments to a Calendar in Apricot Schedule.
Written by
Training Team
Updated over a week ago
VIDEO | Viewing Participant Appointments
This video demonstrates how to view Participant Appointments from their Document Folder.
Written by
Training Team
Updated over a week ago
VIDEOS | Attendance Tracker
VIDEO | Intro to Class Attendance
This video provides an overview of Class Attendance using our Attendance Tracker capability in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Classes And Terms
This video will give an overview of how to setup Classes and Terms for our Apricot Attendance Tracker capability.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Classes
This video will cover setting up Classes for the Attendance Tracker capability in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Terms
This video will cover setting up Terms for the Attendance Tracker in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Sessions
This video will cover setting up Sessions for the Attendance Tracker in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Configuring Attendance Note Settings
This video reviews how to adjust Note Settings in Apricot's Attendance Tracker.
Written by
Training Team
Updated over a week ago
VIDEO | Creating a Class Roster
This video reviews how to add Participants to a Class by creating a Class Roster when using Attendance Tracker in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Tracking Attendance
This video will review how to record attendance using the Attendance Tracker capability in Apricot.
Written by
Training Team
Updated over a week ago
VIDEO | Reporting Class Attendance
This videos reviews reporting on Class Attendance in the native Apricot Report Builder.
Written by
Training Team
Updated over a week ago
VIDEOS | AHS & AVS
VIDEO | HMIS Blueprints & AHS Template Upgrade
This Video reviews the Apricot AHS Option to Upgrade to New Form Templates ("Blueprints").
Written by
Training Team
Updated over a week ago
VIDEOS | Single Sign On (SSO)
Video | Single Sign On Apricot Configuration
This video reviews how to configure SSO in Apricot.
Written by
Training Team
Updated over a week ago
Video | Single Sign On Azure Configuration
This video reviews the Azure Configuration Steps for Apricot SSO.
Written by
Training Team
Updated over a week ago