My homepage

Release note Autumn 2023 (3.81)
New System Admin panel on the homepage

The homepage contains modules to help you manage your caseloads by displaying links to services you can set up and configure locally.

Not all users see the same layout in My Homepage. OneIYSS modules and options depend on your security permissions.

My Homepage has three different views of IYSS data:

Client / General

• User
  This module displays your user name, team, centre and service. If you work for multiple centres or teams, you can click the change team/centre link to select a different team or centre. You can also change your password and your memorable login word by clicking the change passwords link.
• Search My Caseload
  This module enables you to search for clients in your caseload. Enter the search criteria in the search box, e.g. client ID or surname, then click the go button.
• My Caseload & Shared Searches
  This module contains pre-set searches. Click on a search link, e.g. My clients in NEET, to display clients that match the pre-selected search criteria.
  To display notes about a pre-set search, hover your mouse over the search name icons.
• My Client Searches
  This module displays your saved searches. To save time, you can save all your frequently-used searches and access them in the future with one click.

  You can collapse each module using the hide button , or expand using the show button

  To delete a saved search:
  1. Click the configure button in the panel header, to display the Delete My Searches dialog.
     
  2. Select the search you want to delete, then click continue to return to My Homepage.
• Key Clients
  To save time you can assign ‘key’ status to your most frequently used client records. Key clients are displayed in this module and you can access the full client record by clicking the client name. The number of key clients that can be displayed in this module is set by your organisation.
• IYSS Links
  IYSS Links give you quick access to commonly-used data entry screens, for example to add new records, group sessions, run reports etc. The links displayed in this module depend on your OneIYSS permissions.
• Useful Links
  This module contains useful ‘one click’ links to frequently-used online documents or files.
• My eLearning Courses
  E-learning courses on which you are enrolled are displayed here. Click a course name to display the course details.
• Last Clients Viewed
  This module displays a list of the last clients you have viewed. The number of clients that are displayed is set by your organisation. To open the full client record, click the client name.
• Appointments
  • Todays Appointments
    Show any client appointments with today’s date.
  • Future Appointments
    Show any client appointments with a date after today.
  • Missed Appointments
    Show any client appointments with a past date where no outcome has been recorded.
• Future Events/Reminders
  This module displays:
  • Follow-up interactions which you have added
  • Consent review clients that you are the lead for
  • Clients that have been added to your caseload
• Plan Reviews
  This module displays a list of plans that need reviewing.
• Referrals Awaiting an Outcome
  This module displays a list of client referrals for which there is no outcome yet.

Provider / Opportunity

• Key Opportunities
  To save time you can assign ‘key’ status to your most frequently-used opportunity records. Key opportunities are displayed in this module and you can access the full record by clicking the opportunity name. The maximum number of key opportunities that can be displayed in this module is set by your organisation.
• Key Providers
  To save time you can assign ‘key’ status to your most frequently-used provider records. Key providers are displayed in this module and you can access the full record by clicking the provider name. The maximum number of key providers that can be displayed in this module is set by your organisation.
• Last Providers Viewed
  This displays a list of the last providers you viewed – the maximum number displayed is set by your organisation. Click the provider name to display the provider record.
• My Saved Lists
  To save time you can save lists of clients that match a specific opportunity. Click a list name to display the opportunity record.

For more information see: Create a Saved Client List 

Admin / Manager

• IYSS Links
  IYSS Links give you quick access to commonly-used data entry screens, for example to add new records, group sessions, run reports etc. The links displayed in this module depend on your OneIYSS permissions.
• Baselines
  Displays a list of pre-set baseline searches. You can display the search results by clicking the search name. This module is normally restricted to administrators.
• System Admin
  Displays a link to the Client Merge screens. Only available if you have the correct permissions.
• Requests
  This module is only displayed if you have system permission to manage requests. To display a request, click the request name:
  
  When you have completed the request, click the tick icon to remove it from the list.