CNCT Administration

This article covers the following topics: 

• Users
  • How do I give a User access to CNCT Enrollment Tool features?
  • How do I download a User list?
• Fields
  • How do I manage my CNCT Fields?
  • Hiding Consent to Contact in CNCT
• Settings
  • How do I manage my Link2Feed ID Settings?
  • How do I manage my CNCT Question Phrasing?
  • How do I manage my CNCT Greetings and Disclaimers?
  • How do I manage my CNCT Error Messages?
  • How do I manage my Appointment Settings?
  • How do I upload a Logo to my CNCT Site?
  • How do I update my CNCT site's URL?
• Tasks
  • How do I manage my Client List?
  • Where can I find my CNCT Stats?
  • How do I manually reset a CNCT client's Password?

CNCT is a premium feature included with Case Management that provides an online tool for clients to create and manage their profiles. It offers the option for clients to pre-book appointments for delivery or pick-up online.

Once you are in the CNCT application, you can access the CNCT administrative settings by clicking the Administration heading in the left navigation pane.

Users

How do I give a user access to CNCT Enrollment Tool features?

To give a user access to CNCT:

• In the left navigation pane click on the Administration heading and then click on Users, this directs you to the Worker/User table.
• To find the user for whom you wish to enable CNCT scroll through the users in the table or type their name into the Search field.
• When you have located the user that needs to be edited, click on the orange edit icon in the far right column of the table.
• Check off CNCT under the Applications section.
• Scroll to the bottom of the page to Save your changes.

How do I download a User list?

To download a User list:

• In the left navigation pane click on the Administration heading and then click on Users, this directs you to the Worker/User table.
• Click on the grey Export button in the top right-hand corner.

The table will generate a CSV file that can be downloaded to Excel with the following column headers:

• First Name
• Last Name
• Email Address
• Owning Organization
• Assigned Organization(s)
• Roles
• Status
• Last Login Date

Fields

When enabled for the network a CNCT option will appear on your Accounts Dashboard, click the CNCT app and you will be directed to the CNCT Dashboard, from here you can access your CNCT settings from the left navigation pane.

If you are already logged into the system through one of the other Link2Feed apps, such as Case Management, you can access CNCT by:

• Click on the Administration heading in the left navigation pane.
• Next click on Organizations.
• Now click on the Dashboard heading at the top of the left navigation pane and you will land on the Accounts page where you will click on the CNCT app.

How do I manage my CNCT fields?

To access the CNCT fields:

• From within the CNCT application click on the Administration heading.
• Next click on Fields.
• This will direct you to the Settings page. 
• Click on the + icon at the end of the header row Hide Fields in Self Enrollment - Hidden fields will be mapped to undisclosed to open up the section.
  • This is the first section under Administration and is where you will select which Fields you wish to appear within the CNCT application. 
  • By default, all fields tracked in Link2Feed will also appear on the client enrollment site. Network Administrators can enable or disable fields specifically for the enrollment site. For example, the display and required status of address fields (Address Line 1, Line 2, City, County/Ward, State/Province, Zip/Postal Code) in CNCT follows the network-level settings from Case Management. If a field is turned off, it will not appear in CNCT. If it is marked as required, it must be completed when visible. Optional fields remain optional.
    
    • Placing a checkmark in the box beside a field will indicate that you DO NOT want to track that particular field.
    • Leaving the box beside a field unchecked indicates that this is a field being tracked.
  • If a field is required by the network and hidden from the fields in self-enrollment, the client will be in a forced profile review.
  • After making changes to your Fields scroll to the bottom of the page and click on Save to save your changes.

 

Hiding Consent to Contact in CNCT 

Network admins have been granted the ability to turn off Consent to Contact in CNCT.

Turning on the consent settings in CNCT will force your clients to share their consent status while registering. This setting is turned on by default. 

In order to hide Consent to Contact from your clients in CNCT follow these steps: 

1. Navigate to CNCT. 
2. Select Administration. 
3. Select Fields. 
4. Check which consent fields to hide within the Hide Fields from Self Enrollment section.

Settings

How do I manage my Link2Feed ID settings?

To manage your Link2Feed ID settings:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page. 
• If you choose to enable the ID settings place a checkmark in each box and scroll to the bottom of the page to Save your changes.

Enable CNCT Version 2.11.0 (Enabling Link2Feed ID): This setting will change the initial CNCT Login Page view so that existing CNCT users will simply be able to enter their username and password to log into their account, bypassing the identifiable information section only necessary for new Clients.  

• CNCT login page with setting Disabled

• CNCT login page with setting Enabled

• Existing Link2Feed clients who are new to CNCT will be required to enter their existing Link2Feed ID (Client ID) when creating a new CNCT account.
  • If the client cannot remember their existing Link2Feed ID they are instructed to call the organization to retrieve it.
• Clients new to Link2Feed who do not have an existing Client ID can bypass the ID field to create a new account by clicking the I Don't Have This button. A Client ID will be assigned to them upon completing their client profile.

Require New Users that match Existing Users to provide a Link2Feed ID: This setting will only appear after the first setting is enabled. With this setting enabled:

• If the system detects a new user who already exists in Link2Feed, the user will be prompted to contact the organization to retrieve their existing Link2Feed ID before creating a CNCT profile.

For optimum data integrity, and to eliminate instances of CNCT-related client duplicates, we strongly recommend that your organization enable both new Link2Feed ID settings.

How do I manage my CNCT Question Phrasing?

This section under Administration contains fields that are found across all client profile tabs and allows you to re-phrase the questions asked of clients during the intake process.

To manage your CNCT question phrasing:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page. 
• Scroll down to the Question Phrasing section and click on the + icon at the end of the header row.

• Each field can be edited by using the following tools:
  • Style: This allows you to select a specific size for the text.
  • Bold: This allows you to put specific text in bold font.
  • Italic: This allows you to italicize specific text.
  • Underline: This allows you to underline specific text.
  • Remove Font Style: This clears any formatting done using any of the tools above.
  • Code View: This allows you to see the code view of how the text is formatted.
  • Undo: This allows you to undo your most recent change.
  • Redo: This allows you to redo your most recent change.
  • Help: This provides keyboard shortcuts to other formatting options.
• After making changes to your Question Phrasing scroll to the bottom of the page and click on Save to save your changes.

If the two fields above the Hidden Fields in Self Enrollment section are checked off additional fields will appear in the Question Phrasing section, those being:

• Do You Have An Id Title: This field is the title on the Client ID page.
• Do You Have An Id Text: This field is designed to give further instruction regarding the client entering their Client ID and what do to if they do not have one.
• Do You Have An Id Prompt: This is the text above the field in which the client will enter their Client ID.
• Unclear Matches Text: This is the message the client will see if the system believes they may be an existing client to prevent a duplicate. Use this section to provide clear instructions to the client regarding contacting the organization to retrieve their existing Client ID.
• Create Account Page 1: This is the first page of personal information specific to the primary client’s personal information.
• Create Account Page 2: This is the second page of information where the client inputs their household information.

How do I manage my CNCT Greetings and Disclaimers?

To manage your CNCT Greetings and Disclaimers:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page. 
• Scroll down to the Greetings and Disclaimers section and click on the + icon at the end of the header row.

Each section within Greetings and Disclaimers has the ability to be edited by using the following tools:

• Style: This allows you to select a specific size for the text.
• Bold: This allows you to put specific text in bold font.
• Italic: This allows you to italicize specific text.
• Underline: This allows you to underline specific text.
• Remove Font Style: This clears any formatting done using any of the tools above.
• Strikethrough: This allows you to put a line through specific text.
• Superscript: This allows you to superscript specific text.
• Subscript: This allows you to subscript specific text.
• Unordered List: This allows you to format a list with bullet points.
• Ordered List: This allows you to format a list with numbered points.
• Paragraph: This allows you to align or indent your text.
• Picture: This allows you to insert a picture saved on your device within the text.
• Link: This allows you to embed a link (URL) within the text.
• Table: This allows you to add a table within the text.
• Code View: This allows you to see the code view of how the text is formatted.
• Undo: This allows you to undo your most recent change.
• Redo: This allows you to redo your most recent change.
• Help: This provides keyboard shortcuts to other formatting options.

Landing Page Message

This is the first section, here is where you will create the Welcome Message you would like new self-enrollment clients to see.

Consent to Contact Disclaimer

This is the next section, this text appears on the Create a New Account page of the client enrollment tool. It is used to get permission from the client to contact them by phone or email about food bank services. 

What about client consent?
It is pulled directly from the network’s consent disclaimer. Network consent will need to be set up for the food bank in order to use this consent in CNCT. It will not work with agency disclaimers. 

Household Details Message

In this third section the text will appear on the self-enrollment page Please enter the following household details to continue, and will be where you describe how to complete the questions about the client’s household and household members.

Thank You Message

In this last section, the text will appear on the last page after the client’s account has been created. It confirms their Link2Feed login ID and client ID number.

Once you have completed your Greetings and Disclaimer fields scroll to the bottom of the page and Save your changes.

How do I manage my CNCT Error Messages?

To manage your CNCT Error Messages: 

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page. 
• Scroll down to the Error Messages section and click on the + icon at the end of the header row.

There are several predefined error messages that you can add or customize for your CNCT application. These include:

• Not Found (an email, Client ID, or other resources were not found)

• Unknown Error (a server error occurred that isn't covered by other known error types)

• Appointment: No Appointment Slots Available

• Appointment: No Upcoming Appointments

• Appointment: Visit Restriction

• Appointment: Appointment Not Found

• Appointment: Zip Code Restriction

• Appointment: City Restriction

• Appointment: County Restriction

• Appointment: Invalid Status for Modification

• Appointment: Invalid Status for Cancellation

• Appointment: Invalid Appointment Date
  

• Appointment: Cannot Modify or Cancel

These fields allow you to enter custom error messages in open text fields. To learn more about a specific field, simply hover over the question mark icons for additional information.

Once you have completed the Error Message fields, scroll to the bottom of the page and click Save to save your changes.

How do I manage my Appointment settings?

The system will only include an agency’s appointment program if the organization only has one active appointment program that is using the caseload feature unless Enable Multiple Programs is selected.

• If the agency has two appointment programs, it will not show up as an option unless you have selected Enable Multiple Programs in your CNCT settings.
• If agency A has one appointment program that's just a date and time or shared caseload, it will not show up as an option.
• If the agency has a standard pantry visit program, it will not show up as an option.

To manage your Appointment settings:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Features.
• This will direct you to the Features page where you can: 
  

  Enable Provisions and Notes on Appointments

  This option gives clients the ability to select the provision they wish to receive during the appointed visit.

  • When selected, clients will see all provisions listed within the program.
  • When not selected, clients will simply be able to schedule an appointment without visibility of provisions.

  Enable Appointment Agency Filter

  When unchecked, the system will automatically include all organizations listed.

  Place a checkmark in the box beside any agencies where you do not wish to enable booking appointments through CNCT.

  Enable Delivery and Pick Up

  Place a checkmark in the box if you wish to enable delivery and pick up.

  Enable Multiple Programs

  When this box is checked, multiple appointment programs using the caseload feature can be shown at each location.

  When utilizing this feature, ensure that any caseload-based appointment program that should not be displayed in CNCT is turned off in each agency’s program settings.

  Appointment Activity Options

  CNCT allows you to control whether clients can book, modify, or cancel appointments. Four configuration options are available in the Features section:

  Enable Appointment Booking

  • When turned ON (default), the Book Services button will appear in CNCT for clients.

  • When turned OFF, the Book Services button will not appear.

  Enable Appointment Modification

  • When turned ON (default), the Modify button will appear on future visits under View Upcoming Services.

  • When turned OFF, the Modify button will not appear.
    
    Modification can only be made within the cutoff window you configure (default is 48 hours). Setting the cutoff to 0 allows modifications up until the appointment start time.

  Enable Appointment Cancellation

  • When turned ON (default), the Cancel button will appear on future visits under View Upcoming Services.

  • When turned OFF, the Cancel button will not appear.
    
    Cancellation can only be made within the cutoff window you configure (default is 48 hours). Setting the cutoff to 0 allows cancellations up until the appointment start time.

  Cutoff Window

  • Administrators can configure the cutoff window (in hours) for when bookings, modifications or cancellations are allowed.

  • Default setting is 48 hours.

  • Setting the cutoff to 0 removes the restriction, allowing last-minute changes.
    
    If you update the cutoff window, be sure to also update the wording in the error message “Appointment: Cannot Modify or Cancel”. For more information, see CNCT Error Messages.

  

• Once you have enabled your Appointment settings scroll to the bottom of the page and Save your changes.

How to enable Multiple Programs in CNCT - Network Level - Walkthrough:

Disabling CNCT Multiple Programs at Agency Level for a single program - Walkthrough:

How do I upload a Logo to my CNCT site?

At the top of the Settings page is the Logo Upload field for you to upload an image for your organization. This logo will appear at the top of every page of the client enrollment tool. To upload a logo:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page. 
• Click the blue Choose button on the far right in the Logo Upload field and select an image stored on your device.
• Once your image has been uploaded scroll to the bottom of the page and Save your changes.

Logo size: the logo can be up to 540 pixels in width with no limit on height, however, if the logo happens to be outside of the size parameters the system will shrink it to fit.

How do I update my CNCT site's URL?

To update the URL for your CNCT site:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Fields.
• This will direct you to the Settings page.
• At the top of the page is an option to enter a custom URL before .link2feed.com. Type in your preferred URL in all lowercase letters.
• Be sure to scroll to the bottom of the page to Save your changes.

You’ll need to make sure that your URL is unique to your food bank.
For example, if your food bank’s name starts with Second Harvest, you’ll want to make sure the URL is specific enough across the country for your food bank and not be mistaken for another with the same name.

Tasks

How do I manage my Client List?

This list is a list of all clients who have created their profiles using the CNCT tool. To access it:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Clients.
• This will direct you to the CNCT Clients page.

You’ll see a list of clients who have created their profiles through the CNCT tool.

• First Name: The first name of the client.
• Last Name: The last name of the client.
• Username: The email or phone number used to create the client’s account.
• L2F ID#: client’s Link2Feed intake client number
• Last Visit Date: last visit date recorded in the system for the client’s household
  • This does not include pending appointments.
• Actions
  • Password reset: click on the light blue magic wand icon to manually reset a client's password.
  • Edit: click on the orange edit icon to be taken to the client’s profile.
    • You will need to have access to the CNCT agency in order to be successfully redirected to the client’s profile.

Where can I find my CNCT stats?

CNCT stats are found on the CNCT Dashboard, to view these stats:

• Log into Link2Feed and click the CNCT app on the Accounts page, this directs you to the CNCT Dashboard.
• If already within the CNCT application click on the Dashboard heading in the left navigation pane, this will direct you to the CNCT Dashboard.
• Here you’ll see up-to-date stats of CNCT usage from the Last 7 Days and over All Time.
  • Unique Individuals Created: The number of individuals created using CNCT self-enrollment.
  • Unique Households Created: The number of households created using CNCT self-enrollment.
  • Visits from CNCT Individuals: The visits in your system that were recorded for clients whose profiles were created using CNCT.
  • Unique Agencies Visited: The number of agencies visited by CNCT clients.
  • CNCT Individuals Flagged as Duplicates: Individuals whose profiles were created using CNCT who were later found to already have a profile in the client intake system

Visits from CNCT Individuals

• Include anyone who was created in CNCT and all of their visits recorded in Case Management.
• DO NOT include future pending appointments.
• Include previous visits of a client who was already in the Case Management system, created a CNCT profile, and had their existing profile merged into their CNCT profile.

How do I manually reset a CNCT client's Password?

To reset a CNCT client's password:

• From within the CNCT application click on the Administration heading in the left navigation pane.
• Next click on Clients.
• This will direct you to the CNCT Clients page.
• Click on the light blue magic wand icon in the Actions column of the client’s name whose password you want to reset.
• Enter a new password and then enter it again, scroll to the bottom of the page, and Save your changes.
  • The password must be at least 8 characters long.
  • The password must include both upper and lower case letters.
  • The password must include at least one number.
  • The password must contain at least one special character.