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Site and Program Management
25 articles
Understanding Program Enrollments
What are program enrollments in Apricot?Enrollments will enhance the participant enrollment and exit experience through standardized data collection
What is the difference between program assignments and program enrollments?"Programs" in Apricot have a different function than the programs your organization offers.
Understanding Bulletins
How do I create an HTML bulletin?Apricot bulletins allow Administrators to create a message that can be shared on the My Apricot tab landing page.
How do I create a report bulletin?
How do I add an image to a bulletin?
FAQs: Bulletin Best Practices
Understanding Referrals
How do I create a new internal referral?Internal Referrals map a client’s journey through Apricot and allow users to collaborate across service areas.
Understanding Workflows
How do I give users access to a workflow?This article goes over the Permissions needed for Apricot Users to have access to Workflows.
WorkflowsThis guide will walk you through how to use the Apricot Workflows module.
Understanding Rules and Alerts
How do I create a new rule for alerts?This article covers Rules & Alerts, a feature available for Core and 360 sites
Video: Enabling Rules and AlertsThis video provides instruction on how to enable Rules and Alerts in Apricot.
Video: Time-Based Alerts OverviewThis video provides an overview of Time-Based Alerts, available now for Apricot 360 Clients
Video: Configuring Time-Based Alerts
Understanding Site and Program Management
What are dashboards in Apricot?This article provides a general overview on the Dashboards feature in Apricot.
How do I use the Attendance Dashboard?This document covers the Attendance Dashboard (formerly Apricot Insights Dashboard).
What is the School Performance tab?Apricot 360 organizations working in the youth development vertical now have visibility into student data with the School Performance Tab.
Video: Census Data DashboardThis video provides an overview of the Census Data Dashboard in Apricot.
Video: Census Data In Document FoldersThis video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.
Video: Inventory Management Overview