Self Help Articles

Provides help for completing specific tasks in Ivo

"Disk or network error"
This error occur can occur where Ivo is being accessed remotely, and is related to staff not ending their remote sessions - they 'disconnect', ins...
Thu, 15 Feb, 2018 at 5:24 PM
How to set staff as inactive in Ivo
To change staff status from "active" to "inactive" (in order to be able to add new staff, for example), follow these steps: 1.  Cli...
Thu, 19 Apr, 2018 at 6:01 AM
How to delete Entity and Activity records
  To delete a record, first you will need to have administrative access in Ivo. Once logged in, please follow the steps below: ...
Thu, 18 Aug, 2016 at 9:24 AM
How to change your Ivo password
To change the password you use to login to the Ivo program, follow these steps - Click the "Help and Support" tab at the top of the Ivo scre...
Mon, 25 Aug, 2014 at 2:59 PM
How to record a client as deceased
 The simplest way to record a client as deceased is - Open the client's record from the Manage Clients screen Click the client's name to...
Tue, 26 Aug, 2014 at 11:38 AM
Changing who can create Systemic Issues
Permission to create new Systemic Issue records is restricted to Ivo Administrators, and staff who have been given explicit permission. This is to ensure ne...
Mon, 15 Feb, 2016 at 9:13 AM
Acknowledging activities actioned by other staff
 Ivo has a very useful function that notifies you when another staff member adds a file note to one of your records.  When you open Ivo, the following messa...
Thu, 2 Oct, 2014 at 2:44 PM
Setting whether the 'Region' field is required
You must be logged in as an Ivo Administrator to complete this task. Click the small 'cog' icon at the top-left of the Ivo window Change t...
Thu, 2 Oct, 2014 at 2:54 PM
Changing the calendar time scale setting permanently
 On the Calendar (or 'Journal' as it was originally called), you can change the time scale by clicking the 'Time Scale' button in the to...
Wed, 22 Oct, 2014 at 10:29 AM
How to change the Ivo password of another staff member
 If you are an Ivo administrator, you are able to change their password by following these steps - Click the 'Administer Ivo' icon at the ...
Thu, 13 Nov, 2014 at 3:42 PM