Using Prime

This chapter provides an overview of Prime, its functions, and how they work. Once you understand the basic operation, you can expand your knowledge to take advantage of Prime’s many special features.

The main features in Prime are divided based on the function you desire. For example, you may want to Add a record or Search for existing records. Functions such as these are grouped by similarity and placed in appropriately named tabs in the menu bar. Those functions/tabs are:

View - basic view settings

Add - add new items to the system

Search - search for existing items in the system

Reports - reports for funders or internal use

Admin - setup of the system, adding users, adding options, online intake

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