Changes from prior releases (2025)

How do I save MT to a specific directory?

When clicking <Download> on an MT form, you are presented with a screen that allows options to select a location to save the MT.

You can choose an appropriate directory, and as needed, also change the default name assigned to your MT.

The default MT name is assigned as per the settings designed by your agency.

How do I add a customer to a session?

If your company has subscribed to the Scheduler, it is on the left main menu bar.

You can also check your daily schedule .. for more details

To add a client (or another employee), click on the session (or event) from the scheduler.

Once the 'Assign Employees and Customers' control is available, you can select one or more clients and save the session when completed.

How do I create a payroll report including the travel and expenses?

For a service provider (or a case management) company, if your agency has adopted the T&E form, a Time & Expense report is now available under company reports, on the Reports page.

Make sure that your agency uses ECF-TME form available as a public form.

Can I dictate punctuation marks while speaking for creating my notes?

Yes.

You can indicate a punctuation mark by simply saying it. While the AI is not perfect, it works most of the time, as expected. However, FW always suggests reviewing oral notes translated by an AI and editing as needed.

How can I record the attendance of a customer in a session?

If your company has subscribed to the Scheduler, you will find it on the left main menu bar.

You can access the attendance screen for a scheduled session from the top right corner of the session entry.

All customers assigned to the session will be displayed .. for you to select and mark the attendance by checking the box against each customer name.

When I create a form in the Fieldworker, can I use it in the mobile app?

The Forms functionality in the Fieldworker is continuously being expanded. You can access a form in the Fieldworker (designed by your company or sourced from the community), both using the web app as well as the Fieldworker mobile apps.

The forms on the mobile app are continuously evolving.

When designing a new form, always check which form features will correctly display on the mobile app.

When trying to display a form, not designed for the mobile app, the fields currently not supported will be skipped.

What are the steps for implementing the session and scheduler?

If your agency has subscribed for the 'Scheduler' functionality, you can access your sessions/events and your calendar from the left menu.

Implementing or maintaining sessions does not require any other specific steps in the Fieldworker platform.

To create a new session (or event), use the CTA on the top right to provide minimal information to schedule a new session.

To create a session, you assign a resource, date, and time, and the maximum number of participants that can be added to a session. Each session will have at least one associated employee, but may have more than one employee allocated as well.

Once a session is scheduled, the clients may be added to the session by simply clicking on it from any scheduler view.

What steps are needed for implementing custom forms in the Fieldworker?

If your agency has subscribed to the 'Form' functionality, you can access your forms from the left menu.

To create a custom form, use CTA 'Form Builder' from the left menu.

You can drag and drop any required fields to construct a custom form.

You can set information about each field to control the display, layout, and validation requirements etc.

The left side displays the selected attributes, and the right side provides a preview of the layout and view of the field.

Once all the fields are added and the form is complete, it can be saved with a unique name to be used.

Can I add a photograph for my customers in the Fieldworker?

Yes, the Fieldworker platform now allows an agency to capture and display the client's picture for easier and more accurate verification. The new customer page now displays the photo of the customer when available.

You can add (or replace) the image of the customer by uploading the customer photo from the middle icon on the top-right corner of the customer detail section.

Does the Fieldworker allow you to capture customer goals?

Yes.

The Fieldworker platform allows you to define and capture individual goals for any customer. For an SC agency, this could be established as part of the review process or can be captured from an ISP. A service agency may capture the same from their copies of the ISP.

The goals can be captured using the Goals tab on the Customer screen.

A new goal can be added by clicking <New Goal> on the top-left corner of the control.

The new goal is saved after clicking the <Save> CTA.

You can also associate the services that may be performed to help achieve the goal in the current plan period. This can be done by opening up the screen by pressing the <New Permitted Task Type> CTA.

Is there an accounts receivable report in the Fieldworker?

The Fieldworker platform now supports and generates up-to-date accounts receivable for your support coordination agency in New Jersey. You can access the Accounts Receivable (AR) report from the Billing page if your agency has subscribed to the 'Finance' or Billing feature.

This is a detailed report for each entry that has been added as a billable. A summary statement is always available on the main billing page.

Can I import my own note templates or create custom forms in Fieldworker?

Yes, you can create your template or form using our form builder.

Please see What steps are needed for implementing custom forms in the Fieldworker?

Does Fieldworker allow defining sessions in a series? Or set recurrence?

Yes, you can create a series of recurring sessions. You schedule a session as usual by selecting the relevant icon from the top right.

Once a session has been created, you can set the recurrence from the session listing on the schedule.

After clicking the 'Recurring' icon, one can define the frequency and number of recurrence, etc.

Is there a new company type for day care centers?

Yes, when onboarding a company, or any time, an admin user can go to the Settings screen, select the 'Subscriptions' tab, and pick the appropriate company type.

Is there a way to find out all the customers in the center at a given time?

Yes .. if your agency has subscribed to the Scheduler functionality, all customers that have been marked as present in any active session are always listed in the rightmost panel of the home page of an admin.

Does Fieldworker check for overlap when a customer (or an employee) is added to a session?

Yes .. when a customer is added to a session, the Fieldworker checks if there is an overlap and the customer is already checked in to an overlapped session. The system highlights the overlap and prevents overbooking a customer to parallel sessions, at the same time.

Can I present a form's data in a report? Is there a report builder form form data?

Yes, the Fieldworker platform has a generic report builder that can pull in data from a set of forms. The report data can be filtered using dates or time range, type of tasks, or by clients/customers.

Does Fieldworker allow sharing of reports design for common forms?

Yes .. the Fieldworker platform allows and encourages agencies to share the common forms as community forms. As a user, you have access to all forms that may have been created by other agencies and submitted for community use.

Does Fieldworker support XXXX (use your favorite form i.e. BIRP, GARP etc.) form?,

The Fieldworker team is continuously adding the commonly used forms to its library. Other agencies are also encouraged to contribute their forms for community usage.

Even if you cannot locate a specific form for your use or situation, the platform allows you to design a form for your agency's use.