Establishing & Editing Community Details

Establishing & Editing Community Details

System Managers have the ability to edit a community's Service Areas, Organization Details, and Referral Questions. To access these features, start by selecting My Community from the Navigation Menu. A vertical navigation menu with options ‘My Organization,’ ‘My Community,’ and ‘Community Documents.’ The ‘My Community’ option is highlighted in purple, indicating it’s selected.

To update your community information use the tabs located at the top of the My Community page. A navigation bar with tabs labeled ‘Details,’ ‘Service Areas,’ ‘Organization Questions,’ and ‘Referral Questions.’ The ‘Details’ tab is selected.

Editing Details

  1. To edit your community name click on the details tab.
  2. Change your name using the text field. A form with tabs at the top and a ‘Name’ input field filled with ‘Healthy Community.’ A purple ‘Update Community’ button appears below the field.
  3. To save your changes, click Update Community.

Establishing Service Areas

Service Areas are the bank of service categories offered by partner organizations in an IRIS community. Partners select each of the services that they provide from a list. On the Partner Selection screen, users may filter by Service Area when making a referral. NOTE: To add a new Service Area, contact your Administrator.

  1. To select which Service Areas are available for your community partners to choose from, check the box for each Service Area you would like to include. A list of service area checkboxes. Selected options include ‘Ages 0-3,’ ‘Ages 4-5,’ ‘Home Visiting,’ ‘Coordinated Intake,’ and ‘Services for Spanish-speaking families.’ The ‘Grades K-12’ checkbox is not selected.
  2. To save your changes, click Update Community.

Establishing/Editing Organization Details Questions

Organization Details questions provide additional details for partners in an IRIS community. On the Partner Selection screen, users may view this information by clicking +See Details. NOTE: To add a new Organization Detail question, please contact your Administrator.

  1. To select which questions are included in your community's Organization Details screen, click the 'Select a question...' dropdown menu. A dropdown menu labeled ‘Select a question...’ next to a purple ‘Add’ button.
  2. Select the question you would like to include from the dropdown list.
  3. Click Add.
  4. To arrange the order of the questions, click and drag the = icon. A row in a form labeled ‘Preferred language of communication’ with an equals sign and a small blue ‘x’ on the right side to remove the row.
  5. To delete a question, click the X icon.
  6. To save your changes, click Update Community.

Establishing/Editing Referral Questions

Referral Questions make up the information that users communicate within the referral process. System Managers have the ability to choose which questions are available and the order in which they appear to the user. NOTE: To add a new Referral Question, please contact your Administrator.

  1. To select which questions are included on your community's Referral Information screen, click Select a question... dropdown menu. A dropdown menu labeled ‘Select a question...’ next to a purple ‘Add’ button.
  2. Select the question you would like to include from the dropdown list.
  3. Click Add.
  4. To arrange the order of the questions, click and drag the = icon. Preferred language of communication
  5. To delete a question, click the X icon.
  6. To save your changes, click Update Community.