PASS

Andrew McBride

A collection of all articles for PASS Roster

PASS Roster Articles & Webinars

Learn how to assign colours to area tags and use them to identify visits by area at a glance on the schedule.

Using area colours on your schedule

Learn how to assign colours to visit and care types so you can identify them at a glance on the schedule.

Colour-coding care types on your schedule

Scheduling 

How to configure invoice-level rounding for funders that calculate totals by summing unrounded visit values and rounding once at the end.

Invoice-level rounding

Release Notes 

openPASS

everyLIFE Technologies

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.