Relationship Management

Common Concepts

• Relationships
• Relationships Module Glossary
• Add People or Organization
• Employer and Participant Web Application Overview
• How to Import People or Organizations into Companion
• How to Export People or Organizations from Companion

• Edit a Profile

• Delete a Person or Organization

• Using Statuses

• Scheduling

• Availability

• Referral Sources
• Case Notes
• Utilize the Email Section
• Cloud User Setup

Employer Topics

• Job Detail

• Close a Job Detail

Participant Topics

• Preferred Districts
• Setup the Intake

Office Staff Topics

• Username and Password setup (cloud) 
• Close a terminated Office Staff person
• How do I send event reminders?

Human Resources Topics

• Incidents (Documentation of sensitive events and disciplinary actions)