CAISI Administration Guide

The CAISI Administration Guide's audience is comprised of CAISI administrators. This guide describes how to add staff and programs to the CAISI system, set login information for staff, define the functions associated with different roles, and assign access levels to staff members.

1. CAISI Product Overview
   1. CAISI Product Overview
2. Logging On and Navigation in CAISI
   1. Logging On To the OSCAR-CAISI System
   2. Navigating in CAISI
3. Managing Providers in CAISI
   1. Overview
   2. Searching for existing providers
   3. Adding a provider to CAISI
   4. Assigning a role to a provider
   5. Managing Login Records and Access
      1. Adding Login Records for Providers
      2. Resetting Login Passwords
      3. Disabling Providers' Login Access
4. Managing Programs in the CAISI System
   1. Adding a new program to CAISI
   2. Adding staff to CAISI programs
   3. Assigning functions to CAISI program roles
5. Merging Records in CAISI
   1. Preparing the system to merge records
   2. Merging records
6. Appendix A: Security Protocols
7. Intake Editor
   1. Creating a Registration Intake & General Forms

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