UNITY Spotlight

UNITY Enhancements

• Summer 2023 UNITY Enhancement Release Overview
• UNITY June Enhancement Release: Functionality Updates
• UNITY June Enhancement Release: Master Task List Filters
• UNITY June Enhancement Release: Case Documents & Case Communications

General Case Management

• Add a Supporting Document by adding a New Task Line
• Download Case Documents
• How to send case communications
• Open Multiple Juvenile Case Files

TOS Case Management

• Managing Expired "Maximum Probation / Parole Expiration Date" TOS Cases
• TOS Tool Tip: Expand the HE & QPR Report Input Box
• TOS Tool TIP: Collapse Case Sections for Visual Efficiency
• Case Notes: Best Practice
• Home Evaluation "Upload Signed......" Optional Task Lines

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Juvenile Profile Management

• Return to Juvenile Master File From Case

User Profile & Account Management

• Leverage the UNITY User Access Report for Better User Profile Management
• Reset a Password
• Deactivate a User Account
• Reactivate a User Account

Technical How To

• Adobe Acrobat: Combine Documents
• Adobe Acrobat: Separating Documents
• Create a Desktop "UNITY Support Ticket" Shortcut
• Export Active Cases to Excel
• How To Print or Print to PDF From the Case Communication Panel

UNITY Tableau

• Tableau: Download to Excel the "Maximum Probation / Parole Expiration Date" Report
• Tableau: How to use the Date Filter in the Maximum Probation / Parole Report
• Tableau: Schedule your Maximum Monthly Probation / Parole Report
• Tableau Report: Maximum Probation / Parole Date on Active TOS Cases
• Access Tableau Reports - PDF & Video How To

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Talent LMS

• How to Sort the Talent LMS Weekly Course Progress Report