CBISA Software Training

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The following are the different types of CBISA users and will help decide what online training courses should be attended

Coordinator

• Add/Edit/Delete all Defaults
• Edit Reporting Unit information from Organization Defaults
• Add/Edit/Delete Needs (CBISA Plus™ only), Partnerships, Programs, Occurrences, Financial Services, Narratives, Outcomes
• Copy/Move certain records
• Approve pending Programs, Occurrences, Narratives, and Outcomes from a Reporter
• Access record filters
• View, print and export all reports for a single reporting unit
• Create user accounts for Coordinators, Reporters, Finance and Senior Manager
• User Provisioning may be turned on/off for this permission level (see Advanced User Options below)

Finance

• Add/Edit/Delete Fringe Benefit %, Average Salary Rate (Reporting Unit and Group rates), Operating Expenses, Direct/Indirect Costs (Financial tab, Reporting Unit Screen)
• Add/Edit/Delete average hourly pay rates for Departments (Defaults)
• Add/Edit/Delete all records in the Financial Services Module
• Add/Edit/Delete/Copy/Move Occurrences
• Access record filters
• View, print and export all reports for a single reporting unit

Reporter

• Add/Edit/Delete pending Programs, Occurrences, Narratives and Outcomes records
• Copy Occurrence records
• May or may not add Programs (see Advanced User Options below)
• View, print and export available reports