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CMS TRAINING PLAYLIST
View Select Topics
Administrator
Administrator Tasks
Adding Vendors to Drop-Down Menu
Adding Volunteer Hours & Mileage
Other Tasks
Conducting Searches
Managing Vendor Lists
Case Management
Case intake "New"
Case Intake "Returning Individual"
Entering Assistance
for Neighbor in Need
Treasurer
Approving Pledges &
Check Requests
Closing Month & Reports
Adding Credits & Debits
Pantry Closeout training
Pantry Closeout for
Existing Clients
Entering Casework Info
Converting Pledge
to Check Request
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