Navigation Bar

To navigate through the app to access different sections and features

Navigation Bar - Left

On the top-left corner, you can find the following options:

• Dashboard - Manage and track your assigned pending & active cases.

• My Drafts - View and manage your drafts i.e. progress notes and forms.

• All Cases - View and manage all cases within your service.

Navigation Bar - Right

On the top-right corner, you can find the following options:

• Search all Clients - Find any clients within Social360.

• Create Case - Initiate a new case for new or existing clients.

• Change Service (if applicable) - Switch between services if you belong to multiple services.

• Settings (if applicable):

  • User Management - Configure user accounts, access levels, and permissions.

  • Manage Referral Reasons - View predefined lists for referral reasons.

  • Manage Referral Sources - View predefined lists for referral sources.

  • Manage Activity Types - View predefined lists for activity types.

  • Manage Forms - Customise forms for client data collection, assessments, or feedback.

  • Reports - Extract data for your service.

  • Agency Configurations - View user accounts and codesets across services within your agency.

• Profile:

  • View Your information - Name, Accreditation Number (Date of Expiry), Agency, Service.

  • User Guide - Access manual and best practices.

  • Get Help - Report issues or request assistance.

  • Logout - Sign out of Social360.

Profile

🔹 If any details are incorrect, please contact your agency’s User Administrator for assistance.