Self Help Articles

Provides help for completing specific tasks in Ivo

Controlling the Auto Search of the Find function
When using the Find function, by default, Ivo starts searching while you type. When just searching for an entity for example, this works well because there ...
Wed, 12 Feb, 2020 at 1:13 PM
Using the new Quick Search field on the Manage Clients and New File Note screens
The 'Quick Search' field on the Manage Clients and New File Note screens makes it easy to search for the Entity Name you are looking for. ...
Thu, 13 Feb, 2020 at 1:22 PM
How to access multiple Ivo data files
It is possible to setup Ivo to access more than one Ivo data file (for testing purposes for example). If this has been done in your organisation, it...
Wed, 12 Feb, 2020 at 9:33 AM
Accepting Intake/Waiting List Records without creating a related activity record
Intake/Waiting List records can now be accepted without creating a related activity record such as a Client Advocacy Issue. This is beneficial if you ar...
Tue, 21 Feb, 2017 at 5:45 PM
How to add a 'New Staff Member'
Note, you must be an Ivo Administrator to complete these steps. Follow these steps outlined below the screenshot to add a new staff member to Ivo. ...
Wed, 12 Feb, 2020 at 10:15 AM
Completing DSS DEX data
When Ivo has been configured for DEX data collection, the two main changes are; Additional "DSS" fields on the "Manage Clients" s...
Thu, 13 Feb, 2020 at 1:24 PM
"Unrecognized database format" error
This is a potentially serious error that will prevent staff from logging-in to Ivo. In the vast majority of cases we will simply need to perform a compa...
Wed, 12 Feb, 2020 at 11:19 AM
How to make a staff member an Ivo Administrator
Note: You must be an Ivo Administrator to complete this process. To make a staff member an Ivo Administrator, follow these steps. Click the smal...
Wed, 12 Feb, 2020 at 11:37 AM
NDIS Appeals 30-Apr-2018 Report
A new "Appeal Type" field has been added to client advocacy issues. This field will only be visible if the selected funding source is an NDAP o...
Mon, 23 Apr, 2018 at 1:20 PM
How to convert an Activity from one type to another (eg. an Inquiry into an Advocacy Issue)
To convert an activity from one type of activity to another type such as converting an Inquiry to an Advocacy Issue you will need to be in the Manage Client...
Wed, 26 Feb, 2020 at 2:55 PM