Program Recommendation Summary (PRS)

Overview

A Program Recommendation Summary (PRS) is a short, printable, curated list of programs that will be generated for people after they submit an Assessment, based on the needs they identified.

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The list can be printed or saved. Additionally, you can refer directly from the PRS.

 

Setting up a PRS

  • Customers will first have to set up a set of Favorites folders that ultimately map to the Assessment responses that generate the PRS.
  • These folders must have link-sharing turned on so users can access the programs inside. 
  • These folders optionally can be shared with a group if the entire group wants to assist in editing and updating the program list.
  • These links will need to be sent to a Customer's Customer Success Manager and they will need to know which Assessment questions should trigger each folder's contents to be added to the PRS.
  • These Favorites folders will need to maintained over time.
  • It is important to have at least one program in every area where a person looking for services (Seeker) would be screened for a need.

 

Accessing a PRS

After an Assessment has been completed, a Helper can view the PRS directly from the Seeker Profile under the Forms Section

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