Getting Started in Ivo

Logging-in to Ivo for the first time
If you are using Ivo for the first time, there will be no password set for you.  Simply select your name from the drop down list, and then click the OK butt...
Mon, 4 May, 2020 at 1:30 PM
Adding a New Activity
An "Activity" in Ivo refers to the types of activities your organisation performs, such as Client Advocacy, Inquiries, Education/Group Sessions, S...
Fri, 19 Jun, 2020 at 12:16 PM
Adding a File Note from the Manage Clients screen
There are multiple ways to add a file note to an activity.  The most basic, is from the Manage Clients screen - In the navigation panel on the ...
Fri, 19 Jun, 2020 at 12:18 PM
Date shortcuts
When entering dates in Ivo there are a variety of shortcuts you can use. Basic shortcuts Shortcut Description t Today's date t +/- number To...
Thu, 14 May, 2020 at 1:43 PM
How to exit from Ivo correctly
When finished using Ivo, it is important to correctly log out using the exit button at the top left corner of the screen, otherwise users may encounter a...
Thu, 20 Aug, 2020 at 10:37 AM
Ivo User Manual
To read the online version of the Ivo User Manual, click here.
Fri, 20 Nov, 2020 at 1:56 PM