Self Help Articles

Provides help for completing specific tasks in Ivo

Ivo Reporting - Overview
Ivo provides three different tools for extracting data.  It is important to note that these functions can all be added to and customised, in some manner...
Thu, 13 Feb, 2020 at 2:20 PM
"Disk or network error"
This error can occur where Ivo is being accessed remotely, and is related to staff not ending their remote sessions - they 'disconnect', instead o...
Tue, 18 Aug, 2020 at 12:55 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...
Wed, 22 Jan, 2020 at 9:46 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: Click on the “Gea...
Fri, 7 Feb, 2020 at 12:44 PM
Using the Forums
The 1024 Helpdesk has a section for Forums.   There are two forums available - Announcements - Important news relating to 1024 and Ivo, such as new...
Fri, 7 Feb, 2020 at 11:54 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...
Fri, 7 Feb, 2020 at 12:59 PM
How to record a client as deceased
The simplest way to record a client as deceased is to; Open the client's record from the Manage Clients screen and select the clients name from th...
Fri, 7 Feb, 2020 at 1:48 PM
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 n...
Fri, 7 Feb, 2020 at 2:12 PM
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 me...
Thu, 13 Feb, 2020 at 12:49 PM
Setting whether the 'Region' field is required
You must be logged in as an Ivo Administrator to complete this task.  Click the Ivo Administration icon at the top-left of the Ivo window  Click on...
Fri, 7 Feb, 2020 at 2:29 PM