Open caseload
67
across 9 case workers, 7 per worker
Events this week
41
sessions, calls and visits logged by staff
Checkpoints due
6
follow-ups falling due in the next 7 days
Staff active today
12
signed in and recording
People
142
Active Cases
67
Events
218
Intakes
14
Referrals
9
Surveys
36
Clients by Service Area
Caseload by Caseworker
Active Cases by Program
Family Support
Shelter & Housing
Youth Services
Counselling
Employment
Outreach
Early Learning
Wellness & Prevention
High Priority
Funder Report Deadline
Q3 funder reports are due October 1, 2026. All program leads must submit final data via the Report Generator by September 28. Contact Finance if you need budget actuals.
Medium Priority
New Intake Protocol
Updated intake assessment forms are now available in the Artifact Library. All staff must review the changes and begin using the new forms for intakes starting October 1.
Medium Priority
Staff Training — New Modules
Training sessions on Shelter Operations & Wellness Tracker modules on September 22, 2026 at 10:00 AM. Register via Appointments. Topics: bed management, wellness scoring, shift logging.
Low Priority
New Referral Partnerships
New referral pathways established with three community partners: Maplewood Family Services, SafePath Housing, and Youth Futures Network. All pathways are now live in Referrals.
Person Registry
Person List
| Last Name | First Name | Date of Birth | Phone | Address | Role | Indigenous Identity | Age Group |
|---|
Family
Family Records
| Family Name | Family Members | Children in Family | Family Active? | Number of Children |
|---|---|---|---|---|
| Turner Family | James Turner (02/05/2025), Feclia Turner (02/05/2014), Sarah Turner (05/12/1988) | James, Feclia | Active | 2 |
| Redbird Family | Michael Redbird (06/22/2017), Emma Redbird (11/03/2020), Sarah Redbird (08/15/1990) | Michael, Emma | Active | 2 |
| Chen Family | David Chen (03/10/1983), Lily Chen (09/28/2011) | Lily | Active | 1 |
| Williams Family | Jessica Williams (07/14/1997), Noah Williams (12/01/2022) | Noah | Active | 1 |
| Johnson Family | Marcus Johnson (05/20/1987), Ava Johnson (08/30/2015) | Ava | Active | 1 |
| Duck Family | Dewey Duck (02/22/1956), Lily Duck (06/15/2010) | Lily | Active | 1 |
Relationship
Person - Person Relationships
| Relationship Category | Person | Relationship Type | Related Person | Family |
|---|---|---|---|---|
| Parent/Child | Sarah Redbird | Parent of | Michael Redbird | Redbird Family |
| Parent/Child | Sarah Redbird | Parent of | Emma Redbird | Redbird Family |
| Parent/Child | David Chen | Parent of | Lily Chen | Chen Family |
| Parent/Child | Jessica Williams | Parent of | Noah Williams | Williams Family |
| Spouse/Partner | Marcus Johnson | Partner of | Lisa Johnson | Johnson Family |
| Parent/Child | Dewey Duck | Parent of | Lily Duck | Duck Family |
Intake
Closed, no further action
5
In Process Intakes
4
Referral sources, this year
Track and manage all active intakes from start to finish. Use the Add button to create a new intake, update the intake status as work progresses, and close it once it is moved to a case or no further action is required.
Intake Records
| Person | Status | Worker | Started | Referral Source |
|---|---|---|---|---|
| Thomas, Alexis | In-Process | Marcus Webb | 05/12/2026 | Self-Referral |
| Patel, Priya | New | Sarah Kim | 08/28/2026 | Community Agency |
| Brown, Jack | In-Process | Marcus Webb | 07/03/2026 | School Referral |
| Garcia, Maria | New | Sarah Kim | 09/10/2026 | Self-Referral |
Intake Waitlist
Current Waitlist Intakes
9
Waitlist Records
| Person | Program | Priority | Date Added | Status |
|---|---|---|---|---|
| Garcia, Maria | Family Support | High | 09/10/2026 | Waiting |
| Patel, Priya | Counselling | Medium | 08/28/2026 | Waiting |
| Brown, Jack | Early Learning | High | 07/05/2026 | Waiting |
| Mitchell, Sarah | Youth Services | Low | 08/15/2026 | Waiting |
| Chen, Lily | Counselling | Medium | 07/20/2026 | Waiting |
| Johnson, Ava | Family Support | Low | 08/01/2026 | Waiting |
| Mouse, Minerva | Early Learning | High | 06/28/2026 | Scheduled |
| Redbird, Emma | Family Support | Medium | 07/12/2026 | Waiting |
| Williams, Noah | Early Learning | Low | 08/20/2026 | Waiting |
Case
Caseload by Case Worker
Needs Attention!
Cases pending >7 days
2
Closed This Month
5
Open Cases
Thomas, A - 00008
Family Support
Johnson, M - 00042
Intake
Patel, P - 00043
Family Support
Bearspaw, K - 00045
Family Support
Pending Cases
Duck, L - 00007
Family Support
Feclia, T - 00053
Youth Services
On Hold Cases
Williams, J - 00054
Counselling
Transferred Cases
Duck, D - 00040
Family Support
Johnson, A - 00055
Youth Services
Closed Cases
Redbird, S - 00051
Employment
Duck, L - 00008
Early Learning
Mouse, M - 00030
Youth Services
Chen, L - 00052
Counselling
James, T - 00017
Family Support
Event Log
All events minus crisis intervention
Event Records
| Person | Event Type | Date | Duration | Worker |
|---|
Report Generator
Generate Custom Reports
Select parameters to build a custom report from your data.
Reporting
Intake Referral Source
Intake Dates
| Intake Started On | Intake Completed On | Created at |
|---|---|---|
| Tuesday, September 15, 2026 at 8:57 PM | ||
| Tuesday, September 15, 2026 at 8:41 PM | ||
| Monday, September 14, 2026 at 10:09 AM | ||
| 5/28/26 | 5/28/26 | Thursday, May 28, 2026 at 11:00 PM |
| 5/27/26 | 5/28/26 | Thursday, May 28, 2026 at 10:59 PM |
| 5/27/26 | 5/28/26 | Thursday, May 28, 2026 at 10:56 PM |
| 5/27/26 | 5/28/26 | Thursday, May 28, 2026 at 10:54 PM |
| 5/27/26 | 5/28/26 | Thursday, May 28, 2026 at 10:52 PM |
1 - 20 of 36 records« ‹ Previous Next ›
Intake Indigenous Identity
Intake Status
Family Preservation Case Outcomes
Foster Family Support Case Outcomes
Parent-Teen Mediation Case Outcomes
Intake Case Outcomes
Finance Case Outcomes
Strategic Insights Report
Strategic Reports - Feb 26
Child & Family Services · Case Management Platform
Strategic Insights Report
Demo Environment · Aug 2025 – Feb 2026 · 33 People · 22 Cases · 86 Events
Last updated
February 26, 2026
Overview
Intake Pipeline
Case Management
Activity & Events
Safety & Risk
Strategic Actions
33
Total People
7-month period
22
Total Cases
10 currently active
86
Events Logged
5.7 per case avg
67
Direct Service Hours
78% of total hours
1
High Risk Cases
Domestic violence
Intake Volume Over Time
January peak with 7 new intakes; monitor whether this reflects seasonal patterns or a reporting change.
Case Status Distribution
67% of cases remain open, indicating active caseload with limited closures. Review case planning timelines.
Risk Level Distribution
Risk Factors Identified
71% low risk is encouraging, but the single high-risk case requires dedicated safety planning and monitoring.
Indigenous Identity in Intake
38% of intakes identify as Indigenous, critical for culturally responsive service design and CFCSA compliance. 13% are unspecified; improving data capture will strengthen equity reporting.
Hours Allocation: Direct vs. Indirect
78% direct service hours reflects strong client-facing engagement. Monitor indirect hours as caseload grows to ensure documentation and coordination don't lag.
Appointment
Total Appointments
9
Upcoming
4
Completed
5
Upcoming Appointments
| Client name | Appointment Date | Appointment Status |
|---|---|---|
| James, Turner | May 30, 2026 | Confirmed |
| Mouse, Minerva | Feb 26, 2026 | |
| James, Turner | Feb 27, 2026 | Scheduled |
| Williams, Jessica | Feb 26, 2026 | Confirmed |
| Mouse, Minerva | Feb 26, 2026 | No Show |
| Mouse, Minerva | Feb 4, 2026 | Rescheduled |
| Thomas, Alexis | Sep 17, 2026 | Scheduled |
| Patel, Priya | Sep 18, 2026 | Confirmed |
| Bearspaw, Karen | Sep 19, 2026 | Scheduled |
Your Calendar
Programs
Caseload by Program
Case Status by Program
Programs
| Program | Open cases | Case workers | Events this month | Referrals, 30 days | Status |
|---|---|---|---|---|---|
| Family Support | 5 | 3 | 38 | 4 | Accepting |
| Youth Services | 3 | 2 | 21 | 2 | Accepting |
| Counselling | 2 | 2 | 17 | 1 | Waitlist |
| Employment | 2 | 1 | 9 | 1 | Accepting |
| Early Learning | 2 | 1 | 12 | 1 | Accepting |
Family Support
Program Cases
5
Program Events
12
Case by Status
Cases by Caseworker
My Active Cases
| Case Title | Case Status | Case Start Date | Primary Case Worker | Case Supervisor |
|---|---|---|---|---|
| Thomas, Alexis - Family Reunification | Open | 05/12/2026 | Marcus Webb | Janet Moore |
| Patel, Priya - Parenting Support | Open | 08/28/2026 | Sarah Kim | Janet Moore |
| Bearspaw, Karen - In-Home Support | Open | 06/15/2026 | Marcus Webb | Janet Moore |
| Duck, Lily - Family Preservation | Pending | 07/20/2026 | Alex Torres | Janet Moore |
Youth Services
Program Cases
3
Program Events
8
Case by Status
Cases by Caseworker
My Active Cases
| Case Title | Case Status | Case Start Date | Primary Case Worker | Case Supervisor |
|---|---|---|---|---|
| Turner, Feclia - Youth Mentorship | Pending | 08/01/2026 | Marcus Webb | Janet Moore |
| Mouse, Minerva - Life Skills Program | Closed | 03/10/2026 | Sarah Kim | Janet Moore |
Counselling
Program Cases
2
Program Events
6
Case by Status
Cases by Caseworker
My Active Cases
| Case Title | Case Status | Case Start Date | Primary Case Worker | Case Supervisor |
|---|---|---|---|---|
| Williams, Jessica - Individual Therapy | On Hold | 06/10/2026 | Sarah Kim | Janet Moore |
| Chen, Lily - Grief Counselling | Closed | 02/15/2026 | Marcus Webb | Janet Moore |
Employment
Program Cases
1
Program Events
3
Case by Status
Cases by Caseworker
My Active Cases
| Case Title | Case Status | Case Start Date | Primary Case Worker | Case Supervisor |
|---|---|---|---|---|
| Redbird, Sarah - Job Readiness | Closed | 01/20/2026 | Alex Torres | Janet Moore |
Early Learning
Program Cases
1
Program Events
4
Case by Status
Cases by Caseworker
My Active Cases
| Case Title | Case Status | Case Start Date | Primary Case Worker | Case Supervisor |
|---|---|---|---|---|
| Duck, Lily - Early Literacy | Closed | 02/05/2026 | Marcus Webb | Janet Moore |
Referrals
Event Type: Allocation, Sub Event: Community Resource Referral / Internal Program Referral / External Agency Referral → captures referral type, referral status, receiving worker, and receiving program.
Referral Records
| Person | Referral Type | Status | Referring Worker | Current Program | Receiving Program / Agency | Date |
|---|---|---|---|---|---|---|
| Turner, James | Internal Program | Pending | Marcus Webb | Family Preservation | Parent-Teen Mediation | Sep 14, 2026 |
| Patel, Priya | External Agency | Pending | Sarah Kim | Counselling | Maplewood Counselling Centre | Sep 12, 2026 |
| Garcia, Maria | Internal Program | Pending | Sarah Kim | Intake | Employment Services | Sep 11, 2026 |
| Bearspaw, Karen | Community Resource | Pending | Nicole Croft | Family Support | Indigenous Family Resource Centre | Sep 10, 2026 |
| Rivera, Juan | External Agency | Pending | Alex Torres | Shelter & Housing | National Housing Authority Housing First Program | Sep 9, 2026 |
1 - 5 of 5 records
Calendar
Consent Expiry
Agreement Review Date
September 2026
Shelter & Housing Operations
Occupancy Rate
78%
Available Beds
11
Occupied Beds
39
Avg Stay (Days)
12
Shelter Operations Log
| Date | Event Type | Staff | Status | Duration | Notes |
|---|---|---|---|---|---|
| Sep 16, 2026 | Bed Check | Marcus Webb | Completed | 25 min | All clients present, wellness checks OK |
| Sep 16, 2026 | Room Check | Sarah Kim | Completed | 40 min | Room score 92% — 1 issue flagged |
| Sep 15, 2026 | Shift Log | Alex Torres | Completed | 8 hr | Quiet night, no incidents |
| Sep 15, 2026 | Intake | Nicole Croft | Completed | 45 min | New client, assigned Room 204 |
| Sep 14, 2026 | Incident Report | Marcus Webb | Under Review | 30 min | Verbal altercation between clients |
| Sep 14, 2026 | Shift Log | Sarah Kim | Completed | 8 hr | 3 new intakes processed |
| Sep 14, 2026 | Bed Check | Alex Torres | Completed | 35 min | All beds accounted for |
| Sep 13, 2026 | Safety Drill | Nicole Croft | Completed | 20 min | Full evacuation in 4 min 12 sec |
| Sep 13, 2026 | Wellness Check | Marcus Webb | Completed | 50 min | 6 priority clients checked, 1 referral made |
| Sep 12, 2026 | Room Check | Sarah Kim | Completed | 30 min | Room score 88% — 2 issues flagged |
1 - 10 of 10 records
Resources and Beds
Units, beds, supplies, funds and other things that can run out.
Vacant
Occupied
Maintenance
Reserved
All Units
Import
| Resource Name | Unit Number | Floor | Occupancy Status | Current Occupant | Condition | Resource Type | Last Inspection |
|---|
1 - 10 of 26 records
Incident Reports
Total Incidents (MTD)
9
Open Investigations
2
Resolved
7
All Incidents
| ID | Date | Type | Severity | Location | Reporting Staff | Status |
|---|---|---|---|---|---|---|
| IR-2026-047 | Sep 14, 2026 | Verbal Altercation | High | Common Area | Marcus Webb | Under Review |
| IR-2026-046 | Sep 12, 2026 | Property Damage | Medium | Room 203 | Sarah Kim | Under Review |
| IR-2026-045 | Sep 11, 2026 | Medical Emergency | High | Room 101 | Alex Torres | Resolved |
| IR-2026-044 | Sep 9, 2026 | Unauthorized Entry | Medium | Main Entrance | Nicole Croft | Resolved |
| IR-2026-043 | Sep 7, 2026 | Noise Complaint | Low | Unit B | Marcus Webb | Resolved |
| IR-2026-042 | Sep 5, 2026 | Substance Use Violation | High | Room 105 | Sarah Kim | Resolved |
| IR-2026-041 | Sep 3, 2026 | Slip and Fall | Medium | Hallway B | Alex Torres | Resolved |
1 - 7 of 7 records
Outreach
Events (MTD)
24
People Reached
187
Items Distributed
450
Referrals Made
18
Outreach Events
| Date | Location | Team Lead | Participants | Items Distributed | Referrals | Weather |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Downtown Core | Marcus Webb | 14 | 28 | 3 | Sunny, 18°C |
| Sep 15, 2026 | River Valley | Alex Torres | 8 | 42 | 2 | Cloudy, 14°C |
| Sep 14, 2026 | Central Transit Hub | Sarah Kim | 22 | 35 | 4 | Rain, 11°C |
| Sep 12, 2026 | Eastside Community Centre | Nicole Croft | 31 | 60 | 1 | Sunny, 20°C |
| Sep 11, 2026 | North Park Encampment | Marcus Webb | 9 | 25 | 2 | Cloudy, 15°C |
| Sep 10, 2026 | Beltline District | Alex Torres | 17 | 50 | 1 | Sunny, 22°C |
1 - 6 of 24 records Per page
Daily Log
Daily Logs
| Date & Time | Staff | Log Type | Title | Unit/Room |
|---|---|---|---|---|
| Sep 16, 2026 6:00 PM | Marcus Webb | Shift Handover | Evening shift handover notes | All Units |
| Sep 16, 2026 2:30 PM | Sarah Kim | Client Update | New client settling in, orientation complete | Room 204 |
| Sep 16, 2026 10:15 AM | Alex Torres | Maintenance | Broken window latch, Room 205 | Room 205 |
| Sep 15, 2026 7:00 AM | Nicole Croft | Overnight Summary | Quiet night, all clients accounted for | All Units |
| Sep 15, 2026 3:00 PM | Sarah Kim | Program Note | Life skills workshop — 8 participants | Common Area |
| Sep 14, 2026 1:00 PM | Marcus Webb | Visitor Log | 3 visitors processed, all cleared | Main Entrance |
| Sep 14, 2026 8:00 AM | Alex Torres | Medical | Morning medication dispensing — 12 clients | Nurse Station |
1 - 7 of 7 records
Attendance
Attendance Records
| Date | Program | Session | Facilitator | Present | Absent | Completion Rate |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Family Support | Family Support Circle | Sarah Kim | 8 | 2 | 80% |
| Sep 16, 2026 | Youth Services | Youth Drop-In | Alex Torres | 12 | 3 | 80% |
| Sep 15, 2026 | Employment | Resume Writing Workshop | Nicole Croft | 6 | 1 | 86% |
| Sep 15, 2026 | Wellness Programs | Mindfulness & Meditation | Marcus Webb | 10 | 2 | 83% |
| Sep 14, 2026 | Family Support | Parenting Skills Workshop | Sarah Kim | 7 | 1 | 88% |
| Sep 14, 2026 | Employment | Job Search Clinic | Nicole Croft | 9 | 3 | 75% |
| Sep 13, 2026 | Youth Services | Art Therapy Group | Alex Torres | 5 | 0 | 100% |
| Sep 13, 2026 | Wellness Programs | Life Skills Workshop | Marcus Webb | 11 | 4 | 73% |
1 - 8 of 8 records
Wellness Tracker
Average Wellness Score Trend (Last 6 Months)
Client Wellness Assessments
| Client | Assessment Date | Overall Score | Physical | Mental | Social | Trend |
|---|---|---|---|---|---|---|
| Thomas, Alexis | Sep 15, 2026 | 82 | 78 | 85 | 83 | ▲ +8 |
| Rivera, Juan | Sep 14, 2026 | 58 | 62 | 50 | 62 | ▲ +5 |
| Bearspaw, Karen | Sep 14, 2026 | 71 | 75 | 68 | 70 | ▲ +12 |
| Williams, Jessica | Sep 13, 2026 | 45 | 55 | 35 | 45 | ▼ -3 |
| Mitchell, Sarah | Sep 12, 2026 | 76 | 80 | 72 | 76 | ▲ +4 |
| Garcia, Maria | Sep 12, 2026 | 32 | 40 | 25 | 31 | ▬ 0 |
| Patel, Priya | Sep 11, 2026 | 63 | 70 | 55 | 64 | ▲ +7 |
1 - 7 of 7 records
Finance
Total Budget (FY 2026)
$2.4M
Across 6 programs
YTD Expenditure
$1.6M
67% of budget used
Remaining
$800K
On track
Pending Invoices
14
$42,300 total
Budget vs. Actual by Program
| Program | Budget | Actual (YTD) | Variance | % Used | Status |
|---|---|---|---|---|---|
| Family Support | $520,000 | $348,000 | +$172,000 | 67% | On Track |
| Shelter & Housing | $680,000 | $472,000 | +$208,000 | 69% | On Track |
| Youth Services | $380,000 | $285,000 | +$95,000 | 75% | Watch |
| Counselling | $290,000 | $180,000 | +$110,000 | 62% | On Track |
| Employment Services | $310,000 | $198,000 | +$112,000 | 64% | On Track |
| Outreach | $220,000 | $172,000 | +$48,000 | 78% | Watch |
Expense Breakdown
Total
$1.6M
Funder Contracts
Active Contracts
| Funder | Contract Name | Amount | Start Date | End Date | Reporting Freq. | Status |
|---|---|---|---|---|---|---|
| Province of Greenfield | Community Services Grant | $850,000 | Apr 1, 2026 | Mar 31, 2027 | Quarterly | Active |
| Lakeview Community Foundation | Shelter Operations Fund | $420,000 | Jan 1, 2026 | Dec 31, 2026 | Quarterly | Active |
| City of Maplewood | Youth Programming Grant | $280,000 | Jul 1, 2026 | Jun 30, 2027 | Semi-Annual | Active |
| National Housing Authority | Housing First Initiative | $350,000 | Apr 1, 2026 | Mar 31, 2028 | Quarterly | Active |
| Riverside Charitable Trust | Mental Health & Wellness | $150,000 | Sep 1, 2026 | Aug 31, 2027 | Annual | Active |
| Maplewood Family Services | Prevention Programs | $180,000 | Jan 1, 2026 | Dec 31, 2026 | Quarterly | Report Due |
1 - 6 of 6 records
Timesheets
Staff Hours
| Staff Member | Role | Regular Hours | Overtime | Total Hours | Status |
|---|---|---|---|---|---|
| Marcus Webb | Case Worker | 75.0 | 4.5 | 79.5 | Approved |
| Sarah Kim | Case Worker | 72.0 | 0.0 | 72.0 | Approved |
| Alex Torres | Outreach Worker | 75.0 | 8.0 | 83.0 | Pending |
| Nicole Croft | Program Coordinator | 75.0 | 2.0 | 77.0 | Approved |
| Dr. R. Sinclair | Clinical Psychologist | 40.0 | 0.0 | 40.0 | Approved |
| Dr. M. Chen | Therapist | 36.0 | 0.0 | 36.0 | Pending |
| Carmen Reyes | Finance Manager | 75.0 | 1.0 | 76.0 | Approved |
| Mike Sullivan | Shelter Supervisor | 75.0 | 6.5 | 81.5 | Pending |
1 - 8 of 8 records
Staff Leave
On Leave Today
2
Pending Requests
3
Approved (This Month)
7
Leave Requests
| Staff Member | Leave Type | Start Date | End Date | Days | Status |
|---|---|---|---|---|---|
| Nicole Croft | Vacation | Sep 22, 2026 | Sep 26, 2026 | 5 | Approved |
| Marcus Webb | Sick Leave | Sep 16, 2026 | Sep 17, 2026 | 2 | Approved |
| Alex Torres | Personal | Sep 19, 2026 | Sep 19, 2026 | 1 | Pending |
| Dr. M. Chen | Professional Dev. | Sep 25, 2026 | Sep 27, 2026 | 3 | Pending |
| Sarah Kim | Family Leave | Oct 1, 2026 | Oct 3, 2026 | 3 | Pending |
| Carmen Reyes | Vacation | Sep 8, 2026 | Sep 12, 2026 | 5 | Approved |
| Mike Sullivan | Sick Leave | Sep 3, 2026 | Sep 3, 2026 | 1 | Approved |
1 - 7 of 7 records
User Access Management
System Users
| Name | Role | Last Active | Status | |
|---|---|---|---|---|
| Marcus Webb | d.maze@agency.org | Case Worker | Sep 16, 2026 4:32 PM | Active |
| Sarah Kim | s.kim@agency.org | Case Worker | Sep 16, 2026 3:15 PM | Active |
| Alex Torres | a.torres@agency.org | Outreach Worker | Sep 16, 2026 5:01 PM | Active |
| Nicole Croft | n.croft@agency.org | Program Coordinator | Sep 15, 2026 6:00 PM | Active |
| Dr. R. Sinclair | r.sinclair@agency.org | Clinician | Sep 16, 2026 2:45 PM | Active |
| Carmen Reyes | c.reyes@agency.org | Finance Manager | Sep 16, 2026 1:00 PM | Active |
| Mike Sullivan | m.sullivan@agency.org | Shelter Supervisor | Sep 16, 2026 5:30 PM | Active |
| System Admin | admin@agency.org | Administrator | Sep 16, 2026 6:00 PM | Active |
Role Permissions Matrix
Permission
Admin
Coordinator
Case Worker
Outreach
Clinician
Finance
View All Records
✓
✓
✓
✓
✓
✕
Create/Edit Records
✓
✓
✓
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✓
✕
Delete Records
✓
✓
✕
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✕
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Clinical Notes
✓
✕
✕
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✓
✕
Finance & Budgets
✓
✓
✕
✕
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✓
Manage Users
✓
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Run Reports
✓
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Approve Timesheets
✓
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System Settings
✓
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Survey Dashboard
Active Surveys
4
Total Responses
312
Avg Completion
78%
NPS Score
+42
Active Surveys
| Survey Name | Type | Responses | Completion Rate | Created | Status |
|---|---|---|---|---|---|
| Client Satisfaction Q3 2026 | Client Feedback | 124 | 82% | Jul 1, 2026 | Active |
| Housing Needs Assessment | Needs Assessment | 87 | 71% | Aug 15, 2026 | Active |
| Staff Wellness Check-In | Staff Survey | 18 | 90% | Sep 1, 2026 | Active |
| Program Effectiveness — Youth | Program Evaluation | 83 | 68% | Jun 15, 2026 | Active |
New Assessment
Recorded values — counts, scores, amounts — with a date.
NAS
Needs Assessment
SLC
Stability Check
ENG
Engagement Index
TRD
Transition Decision
Client
Program enrollment
Date of assessment
Context
Needs Assessment Screen
Binary scoring. One point per indicator present. Determines support intensity.
Chronic housing instability
6+ months without stable housing or repeated episodes
Untreated mental health condition
Diagnosed condition not currently stabilized
Active substance use concerns
Substance use impacting daily functioning
Unmanaged physical health condition
Chronic conditions requiring ongoing care
Recent safety concerns or victimization
Within past 12 months
Active legal involvement
Court orders, probation, or pending proceedings
Lacks valid identification
Missing required documentation for services
Stability and Daily Living Skills
Hard gates must pass before transition. Domains scored 0–2 (lower is more stable).
Hard gates
Valid ID or documented path to obtain it
Yes
No
Income or confirmed income pathway
Yes
No
Safe medication plan if required
Yes
No
No unresolved safety risk in past 30 days
Yes
No
Stability domains
Budgeting and financial management
0
Stable
1
Inconsistent
2
Unstable
Personal hygiene
0
Stable
1
Inconsistent
2
Unstable
Unit care and housekeeping
0
Stable
1
Inconsistent
2
Unstable
Time management
0
Stable
1
Inconsistent
2
Unstable
Appointment attendance
0
Stable
1
Inconsistent
2
Unstable
Daily meals and nutrition
0
Stable
1
Inconsistent
2
Unstable
Engagement Index
Measures participation and reliability. Required for transition decisions.
Appointment attendance
0
Consistent
1
Some missed
2
Most missed
Task follow-through
0
Reliable
1
Partial
2
Rare
Communication
0
Proactive
1
Reactive
2
Avoidant
Program routines
0
Consistent
1
Inconsistent
2
Non-participation
Responsiveness to guidance
0
Receptive
1
Mixed
2
Resistant
Transition Readiness Decision
Required before any program transition. Every decision is documented and auditable.
NAS needs
0/7
SLC stability
0/12
ENG engagement
0/10
From program
To program
Eligibility criteria
Needs level appropriate for target program
Yes
No
All SLC hard gates passed (ID, income, medication, safety)
Yes
No
Stability score within program range
Yes
No
Engagement score 6 or below
Yes
No
Client self-rated readiness 7 or above
Yes
No
Client self-rating (1–10)
5
Decision
Ready
Not ready
Reports and Analytics
Findings drawn from the data, written for decision-makers.
Live Report Studio
Interactive report studio — any organization, any program, any period, live data under your sign-in.
All Organizations — organization-wide report
2026 · generated 2026-09-24 · live data under your own sign-in · Report Studio
Open files in 2026
147
open at any point in the period ▲ +12 vs prior ▲ +23 vs last yr
Files opened
38
new in 2026 ▲ +5 vs prior ▲ +11 vs last yr
Files closed
22
closed in 2026 ● +2 vs prior
People on record
412
87 added in 2026
Files opened by month — 2026
Live data
Case start dates, live.
Open files by program
Live data
2026 · respects your access
Cases by Status
Live data
Events by Type
Live data
Average Length of Stay (days)
Live data
64days avg across all closed cases
Shortest: 12 days
Longest: 186 days
Median: 48 days
Data Exports
Mareto Help Center
Welcome to Mareto
A two-minute orientation for your first day at Greenfield Family Centre. These are the handful of places you'll live in, and a first path to try before you serve a real family.
The key areas you'll use most
Almost everything you do happens in one of these.
Person Registry
The record for everyone you serve — demographics, characteristics, and who needs support.
Intake
The intake form a person submits to request assistance, linked to a program and their needs.
Case Management
Active case files for each person. Track goals, notes, referrals, and case status.
Programs
Family Support, Youth Services, Counselling, Employment, Early Learning — all your programs.
Reports
Funder reports, strategic insights, real-time analytics — your impact, ready to share.
Shelter & Housing
Bed management, incident reports, resources — everything for shelter operations.
Try this first-day path
Walk it once with a practice family and the real thing will feel easy.
1
Open Person Registry and create a practice New Family with a few household members.
2
Go to Intake, choose New Assessment, select your family, and pick a program.
3
Open a Case — add a goal or two, write an initial case note.
4
Open Reports and check the Report Generator to see how data flows through.
5
Visit the Event Log and log a quick interaction note.
You're ready. That's the whole loop in miniature. When you're set for the details, the Staff Handbook walks a real family end to end, and Feedback lets you tell us what's working.
Staff Handbook
Staff Handbook
The working guide to Mareto at Greenfield Family Centre. It follows the day as it actually runs: a person arrives, an intake is completed, a case is opened, services are delivered.
Getting Started
Everything hangs off the left-hand menu.
Dashboard
Today at a glance — counts, the calendar, recent activity, low stock.
Intake
Every request for help, in two lists: Waitlist and New Assessment.
Person Registry
People and caregivers. Search by last name, first name, or phone. Children live inside their family, not in this list.
Event Log
What happened and when: each interaction, visit, its notes, and linked records.
Referrals
Inbound and outbound referrals — track partner agencies and outcomes.
Reports
End-of-day, funder reports, invoices, stock check, and board reporting.
The dashboard tiles show counts; to open the matching list, use the links beneath them — Intake, Person Registry, Event Log, Referrals. Every list can be filtered by its Status column, so one season's work can be viewed on its own.
Signing in & sessions: For privacy, a session that sits idle logs out after a period and shows a countdown first. This is a safeguard on client information, not a fault — just sign back in to pick up where you left off.
Feedback
Submit Feedback
Report a problem, request a change, share an idea, or ask a question.
Show the screen
Attach a screenshot or short recording.
List the steps
Tell us what you clicked or entered.
Explain the gap
What did you expect, and what happened?
Please remove client names and other personal information from descriptions, screenshots, recordings, and files.
Your feedback
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Feedback
Share what is working
Problem
Something is broken
Suggestion
Propose an improvement
Question
Ask how something works
Low
Medium
High
Blocking my work
Drag files here or click to browse