Self Help Articles

Provides help for completing specific tasks in Ivo

Using the calendar time scale setting
The calendar uses the Time Scale setting to determine the time increments to display in the calendar - anything from 1 minute to 2 hours. The Time Sc...
Fri, 7 Feb, 2020 at 2:42 PM
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 top-left of the ...
Fri, 7 Feb, 2020 at 2:57 PM
"Could Not Update" Error
We have only seen this error occur for clients where Ivo is being accessed remotely, and in those cases, it has been related to staff not ending their remot...
Tue, 11 Feb, 2020 at 9:38 AM
How to locate the Entity/Activity ID Number
Each Entity and Activity in Ivo is associated with an ID.  You can use this ID to track down a specific record of a client.  To find out the Entity and/or A...
Thu, 13 Feb, 2020 at 11:18 AM
'Cannot Find Input Table' error
Close Ivo and re-open it, then see if the problem re-occurs If it does, have all staff close Ivo and then try again. If it still occurs after th...
Tue, 11 Feb, 2020 at 10:23 AM
How to create a 'File Note' in the Ivo Calendar by typing the file note "subject"
If you're working in the Calendar screen in Ivo, there is an easy way to create file notes for tasks that you are doing in the Calendar instead of movi...
Tue, 11 Feb, 2020 at 12:31 PM
How to create a file note in the Ivo calendar immediately after selecting time period
From the Calendar screen; 1. Using the mouse, click and drag to select the day, time and duration of the file note. 2. Release the mouse...
Tue, 11 Feb, 2020 at 12:47 PM
Changing settings that control how new file notes are created from the Ivo Calendar
Ivo users have the ability to change the Calendar's settings to control how new file notes are created from the Calendar screen. Click the Help an...
Tue, 11 Feb, 2020 at 1:13 PM
How to create a file note from the Ivo calendar using the "context menu"
Applies to v3.8.14+ Click and drag the mouse to select the desired day, time and duration - Release the mouse button Right-click the m...
Mon, 14 Sep, 2015 at 1:03 PM
Settings for creating file notes from the Ivo calendar (v3.8.14+)
Ivo v3.8.14 introduced new methods for creating a file note from the Ivo calendar.  The options now available are - Using the calendar context men...
Mon, 14 Sep, 2015 at 1:05 PM