The System Navigation Bar is the topmost bar on the eLogic Genesis home screen and is always accessible during a session. When logging into your account, the tabs on the System Navigation Bar change according to your role. If you do not see one or more tabs described below, your agency admins have disabled that tab for your role.
Scroll below to see more information about a tab on the System Navigation Bar.
Dashboard
The Dashboard tab helps keep your caseload organized by displaying client events and due dates in one place.
- For more in-depth information on this tab, click here.
- To watch a video walkthrough of how the Dashboard works, click here.
People
When logging into your account, the People tab will be displayed by default. The People tab stores all personal records in eLogic Genesis, whether client or navigator records.
- For more in-depth information on this tab, click here.
- To watch a video walkthrough of how the Dashboard works, click here.
Places
The Places tab stores all Employers, Referral Agencies, and Educational Institutions that have been created in eLogic Genesis.
- For more in-depth information on this tab, click here.
Classes
Note: A role permission from an Agency Admin is required to view this tab.
The Classes tab makes it possible to record registrants and take attendance for any classes or training your organization offers.
- For more in-depth information on this tab, click here.
- To watch a video walkthrough of how the Dashboard works, click here.
Compliances
The Compliances tab stores data about CSBG and FRC compliances. Note that the Compliances tab is only accessible to admins or users with special permissions.
Permissions for different subtabs can be controlled independently.
Under the CSBG subsection, you’ll see Financials data, Standards data, the Module Two Form, and the Tripartite Board Manager.
- For instructions on completing the Module Two Form, click here.
Under the FRC subsection, you can find data about Event Types, Community Outreach initiatives, Collaboration efforts, Quarterly Reports, and any additional Interesting Information.
Reports
The Reports tab stores organization-level reports such as System Reports, Custom Reports spreadsheets, and statement-based Ad Hoc Reports.
- For more information on this tab, click here.
Waitlists
The Waitlists tab stores your agency's Global Invitation (Client Portal only) and Program Waitlists (as established by an Agency Administrator).
- For more information on this tab, click here.
The Print icon appears to the right of the Waitlists tab. Click on the Print icon to print the current screen.
Help Center
The Help Center icon appears as a question mark to the right of the Print icon. Click on the Help Center icon to visit the Help Center homepage.
From the Help Center homepage, you can search for instructional articles or videos by both keyword and category. You can also submit help tickets for review by eLogic Genesis User Support.
Global Search
The Global Search symbol (magnifying glass) is the third icon on the system navigation bar, and it is used for finding client or navigator records. When you click on the icon, a screen overlay prompts you to enter specific criteria for locating different records.
How to locate a record:
- Click the Global Search icon - a screen overlay will appear.
- Enter any of the search criteria below:
- First name
- Last Name
- Display Name
- Address
- Phone number
- Case Number
- Birth date
- Email address (as it is entered in the record)
- The overlay will display all client and navigator records with matching information below.
- Click View record to open the record.
Click here to watch a video walkthrough of how the Global Search Feature works.
Report Notifications Tray
The Report Tray icon appears as a tray symbol to the right of the Global Search icon. The Report Tray icon will display a notification when it is time to run any Custom or Ad Hoc reports that have had a reminder set.
- Read more about Saved Reports here.
User Menu
The User Menu appears as a user symbol to the right of the Reports Tray icon. Click on the User Menu icon to view any notifications or outstanding referrals. You’ll also see a dropdown menu you can use to change your password, create a personal note, view your calendar or log out of eLogic Genesis.
- Read more about the User Menu feature here.
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