Stay organized by marking a family as Active or Inactive during the home study process.
Time to make it easier to organize your dashboard!
- Organize your dashboard so it only includes active families. Mark families who have paused or stopped their home study as inactive to move them off your dashboard. If they return, you can easily mark them as active to bring them back to your main dashboard.
- Your dashboard should represent your current caseload. Using the active/inactive toggle ensures that your dashboard highlights the families that need your attention the most.
Watch the Active/Inactive tutorial:
Have questions? Email us at homebase@pairtreefamily.com.