People Page

The People Page

Topics covered in this article:

• People Page - The Basics
  
  • Sub-navigation bar
  • Main Screen
  • Client List

People Page - The Basics

When you first login to your eLogic Genesis account, you will arrive on the People Page. The People Page is the centralized location for all records in eLogic Genesis, whether they are client or navigator records, and is located in the System Navigation Bar.

The People Page has three major areas and each function available within each section is broken down throughout this article:

1. Sub-navigation bar - this is the bar located directly under the System Navigation Bar
2. Main Screen - this section contains additional information and tools to filter records displayed
3. Client List - each record displays additional information

For instructions on People Page's functions please follow this article. To preview different views click here.

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Sub-navigation Bar - People Page

The sub-navigation bar is the bar located directly under the System Navigation Bar.

The People page's Sub-navigation bar tools and features:

• Create New Client
• Print Assessments
• Groups
  • The Groups button will bring you to the Groups feature. Groups are accessible via the People page or client records.
• Grid View
• List View

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Main Screen

The main screen is the area below the sub-navigation bar and above the client list on the People page.

Main Screen features and tools:

• Record Count for currently selected filters ➺
• Groups Filter
• Filters
  • ➺ Important info about filters

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Client List

Client information tiles will always display the same information, regardless of grid or list view.

• Name
• Date of Birth
• Employers (past and present)
• Assigned Navigators
• Warning Indicators (if selected in client intake page)
• If the record belongs to a Client or Employee
• Case number

Click View to open the record to the intake page.

Each information tile has a check-box (used for deleting multiple client records) and a drop-down menu which can be used to open the record to the intake page or jump directly to the record's Assessment History page.

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