Background
DAD Reference Guide
1.
Logging into DAD
1.1.
Two-Factor Authentication
1.1.1.
How do I set it up?
1.1.1.1.
Phone Authentication Setup
1.1.1.2.
Browser Authentication Setup
1.1.2.
How does logging in using 2FA work once I have set it up?
1.1.3.
Support
2.
DAD Control Panel
3.
Display/User Preferences
4.
Desktop
4.1.
Desktop Links
4.2.
Desktop Actions
4.2.1.
Views
4.2.2.
Tasks
5.
Desktop Columns
6.
Basic Contact Search Criteria
6.1.
Client Information
7.
Client View
7.1.
Views
7.2.
Tasks
7.3.
Create New Client
7.3.1.
Client Disabilities
7.3.2.
Client Accomodations
7.3.3.
Client Contacts
7.4.
Edit Clients
8.
Attachments
9.
Contacts
10.
Service Request
10.1.
Views
10.2.
Tasks
11.
New Service Request
11.1.
Link Service Request to Projects
11.2.
Close a Service Request
12.
Projects
12.1.
Project Search
12.2.
Project View
12.2.1.
Views
12.2.2.
Tasks
12.3.
New Project
12.4.
Project Detail View
12.5.
Collaborators
12.6.
Close a Project
13.
Notes
13.1.
Edit Notes
Appendix
14.
Appendix B: Time Keeping
14.1.
Displaying/Checking Time
14.2.
Project Time
14.3.
Recording Service Request Time
14.4.
Clocking In and Out for Non-Exempt Employees
14.5.
How to Enter Leave Time
14.6.
Electronic Timesheets
Workflows
15.
Workflows
15.1.
I am a DAD Admin and I want to reset a user's 2FA
15.2.
I want to add a meeting with a client
15.3.
I want to record time and submit the timesheet
15.4.
I want to record time and submit the timesheet
15.5.
I want to log in but it's saying something about 2FA
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Client Accomodations
List of possible accommodations can be updated as necessary.
Sample View
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