Self Help Articles

Provides help for completing specific tasks in Ivo

Merging Entities
Note - This process can only be completed by an Ivo Administrator, or a staff member who has been given specific access to this function. ...
Wed, 12 Feb, 2020 at 12:59 PM
Auto-search
Ivo uses an auto-search function when creating new records, and on the "Find" and "Delete Records" screens.  This function works by s...
Wed, 12 Feb, 2020 at 1:20 PM
Giving Auditors access to Ivo data
Note - You must be an Ivo Administrator to create an Auditor profile. The Auditor function enables you to give an Auditor access to specific Ivo reco...
Wed, 12 Feb, 2020 at 2:46 PM
Editing 'prompted' stat data
Applies to Ivo - July 2019(k) or later Editing 'prompted' stat data is now simpler and clearer.  Simply double-click the item you wish to e...
Thu, 13 Feb, 2020 at 9:21 AM
Connecting remote support from 1024 website
Go to www.1024.com.au In the session code box at the bottom of the page, type "<the code sent to you>" (without the quotes), then click ...
Thu, 13 Feb, 2020 at 9:26 AM
Actions that can be taken on an Activity record
There are four actions you can take in relation to an Activity record (eg. a client advocacy issue, inquiry, education session etc).  To be able to creat...
Thu, 13 Feb, 2020 at 11:17 AM
Actions that can be taken on an Entity record
There are four actions in total that can be taken in relation to an Entity record. You can access the Entity record via the Manage Clients, Manage Activi...
Thu, 13 Feb, 2020 at 11:16 AM
Changing the layout of the "Calendar"
The Calendar layout in Ivo can be changed to show a single day, a week or even a month.  1. You will need to click on the "Calendar" button on...
Wed, 22 Jan, 2020 at 9:42 AM
Changing Ivo's General Settings
Ivo's layout can be customised for your particular organisational or individual requirements.   1. To change the general settings of Ivo you wil...
Wed, 22 Jan, 2020 at 9:45 AM
Reports - Making the selections to create a report
Ivo's Reports are a highly customised way of presenting information.  In particular they are used for drawing together all the information required by ...
Mon, 17 Feb, 2020 at 2:42 PM