New Users: The Essentials - Training Videos

The following videos are intended for users new to HawkSoft, and cover tours of HawkSoft, essential workflows to know, as well as best practices.Total viewing time: approx. 2 hours

Check out the following Essentials courses, broken up into three courses to introduce new users to the basics of using HawkSoft that every agency employee should know. We will cover the most common features that you will use in your daily workflows
Essentials Part I - Navigation and Overview
Essentials Part II - Working Efficiently and Protecting your Agency Essentials
Essentials Part III - Creating and Managing your Daily Tasks

Accessing HawkSoft

Logging Into HawkSoft

Read More

Tour of HawkSoft

Tour of the HawkSoft Start Page

Read More

Client Search

Read More

Tour of the Client View

Tour of the Policy View

Working Efficiently and Documentation

Action Menu

Read More

Log Notes Overview

Read More

Creating a Log Note

Read More

Creating a Basic Log Note

Read More

Activity Tags

Read More

Searching and Viewing Log Notes

Read More

Creating Tasks in the Flow of Work

Read More

Completing Task Details

Read More

Following Up and Rescheduling Tasks

Read More

Working with Tasks in the Task Center

Read More