Welcome
Parent to Parent
Table of Contents
Login
3
Data Entry
4
New Pre-Record
4
New Record
8
Data Entry
20
New Supporter
20
New Outreach Event
32
Queues 33
Web & Errors
33
Pre-Record Queue
36
Supporter Updates Queues
39
Pending Connections
41
Search 44
Resource Groups
46
Outreach Search
48
Login
http://db.parenttoparent.org
Data Entry
New Pre-Record
To begin click on the “New Pre-Record” link located in the upper left hand corner.
Step 1:
Complete the Pre-Record Form. All fields marked with an asterisk (*) are required.
Step 2:
Click the “Submit” button in the lower right hand corner.
Step 3:
Click on “Open Activity Log” [opens in a new tab or window] to log today’s activity
with this parent.
Step 5:
Note the success message in green, on the top of your screen. Please con-firm that the record is now on the list.
To begin, click “Add Activity” in the lower right hand corner.
Step 6:
Click “Add Activity” once you complete the form.
Step 8:
Fill out the form based on your conversation with the parent. Since this is a pre-record, the first activity type should be inquiry.
Note the confirmation message in green at the top of your screen and confirm that the activity is now on the list.
Step 9:
Once you have finished entering activity, close out of this window.
Click on “New Record” located on the up-per left hand corner.
Step 1:
New Record
Full intakes for which all information, both parent and child, can be completed.
Complete the New Record Form. All fields marked with an asterisk (*) are required. This is an extensive form. Be sure to scroll down through the form.
Click the “Submit” button located in the low-er right hand cornlow-er.
Step 3:
Note the success message in green, on the top of your screen. This page is the Parent Profile Page.
Step 4:
If the information is incorrect click on “Edit Par-ent” button to edit the record. After updating the
information click on the Update Parent button.
Step 5:
To add a child click on “Add a Child” but-ton at the botbut-ton of your screen to add
an-other child.
Click on the name of the dependent to view profile. Scroll to the bottom of the page to view the dependents information.
Step 8:
Scroll to the bottom of the form and complete the child information and click the “Submit” button.
Begin by confirming the child’s information, located on the left side is correct. If not click “Edit Child”. Followed by “Update Child”.
Step 9:
Click on “Edit Demographics” located on the right side of your screen.
Step 10:
Complete the Demographic form. Click “Update Demographic” when complete. Please note the “Demographics Updated” confirmation in green.
Click on “Conditions and Needs” button to update conditions and needs.
Step 12:
To add a condition, select a category and then a condition. Then click “Add condition.”
Step 13:
To add a need, select a category and then a need. Then click “Add need.”
Step 14:
To remove a condition or a need, click on “Delete” next to the appropriate condition or need.
Click on the “Function” button to edit the child’s function levels.
Step 16:
Select the Function Level from the drop down menu for each category. Click the “Add Func-tion Level” button for each individual category.
Step 17:
Note the levels selected in step 17 have been added to the “Identified Child Function Levels” list. To delete any of
the function levels click on “Delete”.
Step 18:
Step 19:
Fill out the Match search form with any criteria you wish to search by. Click the “Find Par-ents” button when complete.
Step 20:
Scroll to the bottom of the page to review the search results.
Step 21:
To view more information on a certain family click on the “View Profile” button. This profile
will open in a new window.
If you wish to connect with this fam-ily click the “Connect” button.
Step 23:
Scroll up to the “Identified Connections to Peer Supporters” to ensure a successful connec-tion.
Step 24:
Click on “Match Activities” button to record or review activities between the Peer Supporter and the family. This will
open in a new window.
Step 25:
Click on the “Add Activity” button to submit and new activity.
Complete the form, if you wish to add a Survey check the “Attached a Survey” box and click “Add Activity”. (If you did not check “Attached a Survey” please go down to step 29 ).
Step 27:
Step 28:
Complete the Survrey form and click “Add Survey”. After clicking “Add Survery” please wait for the window to redirect you to the Match Log screen. You may close the window after you
Step 29:
Click on “Resources”.
Step 30:
Fill in the search criteria to find resources match. After completing the form click on “Find Resources Groups” to find matching resources groups.
Step 31:
To view more information on the organi-zation click on the “View Profile” button.
This profile will open in a new window.
Step 33:
If you wish to connect with this organiza-tion click the “Connect” button.
Step 34:
Scroll up to the “Identified Connections to Resource” to ensure a successful connection.
Step 35:
Click on “Resource Activities” button to record or review activities between the organization and the family. This will open in a new window.
Step 36:
Scroll to the bottom of the page to review the search results.
Click on the “Add Activity” button to submit and new activity.
Step 37:
Complete the form click “Add Activity”.
Step 38:
Note the confirmation message in green on the top of your screen. You may now close this window.
Data Entry
New Supporter
To begin click on the “New Supporter” link located in the upper left hand corner.
Step 1:
Complete the Peer Supporter Record Form. All fields marked with an asterisk (*) are required.
Step 2:
Data Entry (cont.)
Click the “Submit” button in the lower right hand corner.
Step 3:
Note the success message in green, on the top of your screen. Please con-firm that the record is now added.
Step 4:
If the information is incorrect click on “Edit Sup-porter” button to edit the record. After updating the information click on the Submit button. To
up-date the information.
Click on the name of the dependent to view profile. Scroll to the bottom of the page to view the dependents information.
Step 8:
Scroll to the bottom of the form and complete the child information and click the “Submit” button.
Step 7:
Begin by confirming the child’s information, located on the left side is correct. If not click “Edit Child”. Followed by “Update Child”.
Click on “Edit Demographics” located on the right side of your screen.
Step 10:
Complete the Demographic form. Click “Update Demographic” when complete. Please note the “Demographics Updated” confirmation in green.
Click on “Conditions and Needs” button to update conditions and needs.
Step 12:
To add a condition, select a category and then a condition. Then click “Add condition.”
Step 13:
To add a need, select a category and then a need. Then click “Add need.”
Step 14:
To remove a condition or a need, click on “Delete” next to the appropriate condition or need under the Identified Conditions or Identified Needs.
Click on the “Function” button to edit the child’s function levels.
Step 16:
Select the Function Level from the drop down menu for each category. Click the “Add Func-tion Level” button for each individual category.
Step 17:
Note the levels selected in step 17 have been added to the “Identified Child Function Levels” list. To delete any of
the function levels click on “Delete”. A color indication means it is an
ab-normal function.
Step 18:
Step 19:
Fill out the Match search form with any criteria you wish to search by. Click the “Find Par-ents” button when complete.
Step 20:
Scroll to the bottom of the page to review the search results.
Step 21:
To view more information on a certain family click on the “View Profile” button. This profile
will open in a new window.
If you wish to connect with this fam-ily click the “Connect” button.
Step 23:
Scroll up to the “Identified Connections to Peer Supporters” to ensure a successful connec-tion.
Step 24:
Click on “Match Activities” button to record or review activities between the Peer Supporter and the family. This will
open in a new window.
Step 25:
Click on the “Add Activity” button to submit and new activity.
Complete the form, if you wish to add a Survey check the “Attached a Survey” box and click “Add Activity”. (If you did not check “Attached a Survey” please go down to step 29 ).
Step 27:
Complete the Survrey form and click “Add Survey”. After clicking “Add Survery” please wait for the window to redirect you to the Match Log screen. You may close the window after you
see the Match Log screen.
Note the confirmation message in green on the top of your screen. When you are finished with your Match Log page, you may close the window.
Step 29:
Click on “Resources”.
Step 30:
Fill in the search criteria to find resources match. After completing the form click on “Find Resources Groups” to find matching resources groups.
To view more information on the organi-zation click on the “View Profile” button.
This profile will open in a new window.
Step 33:
If you wish to connect with this organiza-tion click the “Connect” button.
Step 34:
Scroll up to the “Identified Connections to Resource” to ensure a successful connection.
Step 35:
Click on “Resource Activities” button to record or review activities between the organization and the family. This will open in a new window.
Step 36:
Scroll to the bottom of the page to review the search results.
Click on the “Add Activity” button to submit and new activity.
Step 37:
Complete the form click “Add Activity”.
Step 38:
Note the confirmation message in green on the top of your screen. You may now close this window.
New Outreach Event
Outreach Event intake.Click on “New Outreach Event” on the upper left hand corner.
Step 1:
Fill out the form. Click on “Submit” at the bottom of the screen once completed. After you click “Submit”, the window will get redirected to the Add Outreach Event form.
Queues
Web & Errors
Will give you the record status
Click on “Urgent->Web”
Step 2:
Note the people listed.
Step 3:
Click on “Web & Error” button lo-cated on the left side of your screen
under Queues.
Click on “Open Acitivty Log” to see the Activity Log for the appropriate person. Or click on “Open Record” to
view and edit Record.
Step 4:
Click on “Waiting -> Web” to re-view web intakes.
Step 5:
Note the people listed.
Step 6:
Click on “Open Acitivty Log” to see the Activity Log for the appropriate
Click on “Parent -> Errors” to fix a parent or supporter profile that has
an error.
Step 8:
Note the people listed.
Step 9:
Click on “Open Acitivty Log” to see the Activity Log for the appropriate person. Or click on “Open Record” to
view and edit Record.
Step 10:
Step 11:
Pre-Record Queue
Queue for displaying pre-record that you have entered or have been assigned to you for completion.
Click on “Pre-Records” button lo-cated on the left side of your screen
under Queues.
Step 1:
Review all pre-records.
Step 2:
Click on “Open Activiy Log” to view pervious entries or add new
To add a new Activity, click “Add Activity” in the lower right hand corner.
Step 4:
Click “Add Activity” once you complete the form.
Step 6:
Fill out the form based on your conversation with the parent. Since this is a pre-record, the first activity type should be inquiry.
Click on “Open as New Record” if pre-record is a parent.
Step 7:
Click on “Open as Supporter if pre-record is a supporter.
Step 8:
Click on “Close Record” if criteria has been meet to close it.
Supporter Updates Queues
Supporter records that are due for update. Click on “Supporter Updates”
but-ton located on the left side of your screen under Queues.
Step 1:
Review all Peer Supporter Updates
Click on “View Profile” next to the corresponding record to update the supporter. A new window will
open.
Step 3:
Make the appropiate updates to the Peer Supporter.
Pending Connections
Parent record that started a connection to a supporter, which have not yet reached a successful or unsuccesful status. Click on “Pending Connections”
button located on the left side of your screen under Queues.
Step 1:
Review all Pending Connections.
Step 2:
Click on “View Activities” to see the Parent Activity log and the
Match Activity Log.
Step 3:
Click on “Add Activiy” to add a new activity.
Complete the form, if you wish to add a Survey check the “Attached a Survey” box and click “Add Activity”. (If you did not check “Attached a Survey” please go down to step 29 ).
Step 5:
Step 6:
Complete the Survrey form and click “Add Survey”. After clicking “Add Survery” please wait for the window to redirect you to the Match Log screen. You may close the window after you
Step 7:
Search
Parents
To begin click on “Parents” link located in the left hand corner of your screen under
Search.
Step 1:
Used to search for a parent or a supporter using one or multiple search filters.
Enter relevant information and select filters to narrow your search results.
Step 2:
Click on “Find Parent” to show the
Review all the search results.
Step 4:
Click on “View Profile” to see detail information about the Parent, which will help you determine whether they are the best match based on your
search filters.
Resource Groups
Used to search for resource groups in the system using one or mul-tiple search filters.
To begin click on “Resource Groups” link located in the left hand corner of your
screen under Search.
Step 1:
Enter relevant information and select filters to narrow your search results.
Step 2:
Click on “Find Resource Group” to show the search results based on your
selection in Step 2.
Review all the search results.
Step 4:
Click on “View Profile” to see de-tail information about the Recource Groups, which will help you deter-mine whether they are the best match
based on your search filters.
Outreach Search
Used to search for an outreach event using one or multiple search filters.
To begin click on “Outreach Search” link lo-cated in the left hand corner of your screen
under Search.
Step 1:
Enter relevant information and select filters to narrow your search results.
Step 2:
Click on “Find Outreach Events” to show the search results based on your
selection in Step 2.
Review all the search results.
Step 4:
Click on “View” to see detail informa-tion about the Outreach Event, which will help you determine whether they are the best match based on your
search filters.
Parent Mailing List
Used to build a mailing list for parents or supporters using search filters. Results are provided in Excel format.
To begin click on “Parent Mailing List” link located in the left hand corner of your
screen under Search.
Step 1:
Enter relevant information and select filters to narrow your search results.
Step 2:
Click on “Export to Excel” to down-load the Excel file with the search re-sults based on your selection in Step
2.
