Salesforce Archives - WILS

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10

WILS Objectives and Strategy
WILS Documents
WILS Employee Photo Directory
WILS Organizational Chart
704 Reference
CDS
VDC
Show Me Home
CILs/Independent Living
Home & Community Based Service Programs

Technology

7

IT Resources
Transportation
Zoom
KnowBe4 Optional Security Training
When to email IT or HelpDesk
Suspected Phishing Emails
iPad Training Materials

Salesforce

8

Salesforce Resources
Updated Case Plan View
Program Engagement Stages
Mailing Address & Physical Address Adjustment
Service Delivery View Update
Leading/Ending Zeros for Phone Number & Medicaid ID fields
Adjusting Filters for My Case Load List
CDS Unused Units Reason List

Outlook Email

6

Outlook Signatures
Outlook Email Resources
“Review These Messages” Email
Sending Encrypted Email
Tools for Scheduling Meetings
Outlook Busy Search & Scheduling Etiquette

Ascend

6

Ascend Resources
Phone number updates in Ascend
Ascend Registration Issues – Names with Suffixes
Ascend – Lifeline Support for Phone/Internet Access
Name, Address and Phone Number Changes
Can consumers and attendants both have Ascend EVV on their phones?

PerfectForms/Document Locator

5

PerfectForms / Document Locator Resources
Snipping Tool & DL
Checking Out Documents in DL
How do I update the Intake Spreadsheet and other documents in Document Locator?
DL and Word 365

Staff HR/Payroll

2

Tools for Scheduling Meetings
Staff HR/Payroll Resources

CDS Payroll

2

CDS Payroll FAQ
CDS Payroll Training Videos

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Salesforce Resources
Updated Case Plan View
Program Engagement Stages
Mailing Address & Physical Address Adjustment
Service Delivery View Update
Leading/Ending Zeros for Phone Number & Medicaid ID fields
Adjusting Filters for My Case Load List
CDS Unused Units Reason List

WILS – Home Office
612 N. Ridgeview Drive
Warrensburg, MO 64093
Phone: 660-422-7883

Toll Free: 855-945-7929
TTY: 660-422-7894
Email: info@w-ils.org
Title VI Notice

WILS – Sedalia Branch Office
1800 W. Main Street
Sedalia, MO 65301
Phone: 660-829-1980

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