Lessons

1. Understanding User Permissions
2. Verifying an Agency's Launchpad Set-up
3. Verifying Launchpad User Profiles

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Lessons

1. Adding & Updating Agency 9902 Profile Information
2. Adding & Updating Counselor 9902 Profiles
3. Adding & Updating Agency Funding Sources

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Lessons

1. Connecting Agencies to HUD/HCS
2. Connecting Agencies to Credit Providers

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Lessons

1. Re-mediating Accounts
2. Re-mediating Contacts
3. Re-assigning Counselors to Client Cases and Counseling Activities
4. Re-Assigning Funding Sources to Client Cases and Counseling Activities

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Lessons

1. Understanding Your User Permission
2. Supported Browsers
3. How to Log In
4. How to Set-up Your User Profile

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Lessons

1. Launchpad Basic Navigation

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Lessons

1. How to Create a Household Account [Rev. 06/2020]
2. How Validate a Household AMI lLevel

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Lessons

1. How to Create an Organization Account

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Lessons

1. How to Create a Head of Household Client Contact [Rev. 06/2020]
2. How to Create and Add Non-Head of Household Member Contacts [Rev. 06/2020]



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Lessons

1. How to Create a Non-Client Contact

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Lessons

1. How to Create a Prospect Client

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1. Creating Financial Snapshots for Client Contacts

1. Adding Co-Borrowers [06/2020]

1. Start Here! [Rev. 06/2020]
2. Individual Credit Reports [Rev. 06/2020]
3. Joint Credit Reports [Rev. 06/2020]

Lessons

1. Types of Client Cases
2. How to Create a Client Case
3. Adding Counseling Activities
4. Adding Funding Sources to Cases and Counseling Activities [Rev. Jan2020]
5. Adding Case Notes and Counseling Activity Narratives [Rev. Jan2020]
6. Adding Case Impacts [Rev. Jan2020]
7. Adding Time logs [Rev. Jan2020]
8. Transferring Client Cases from one Fiscal Year to Another [Added Mar2020]

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Lessons

1. Creating a Financial Snapshot [Rev. Jan2020]
2. Retrieving Credit Reports [Rev. Jan2020]

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Lessons

1. How to Create a Client Action Plan

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Lessons

1. Types of Workshops
2. Creating a Education Workshop [Single]
3. Creating an Outreach Workshop
4. Creating a Workshop Series

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Lessons

1. Adding Attendees to Workshops
2. Managing Attendees/Roster Members
3. Creating and Printing Workshop Rosters

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Lessons

1. Printing Individual Certificates
2. Printing Roster Certificates [All Attendees]

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Lessons

1. How to Qualify 9902 Data
2. How to Validate 9902 Client Case Data [Rev. JAN2020]
3. How to Validate 9902 Workshop Data
4. How to Eliminate Red Case Status Flags [New JAN2020]
5. 9902 Report Link Data Validation review [New JAN2020]
6. How to Aggregate 9902 Data
7. How to Submit a HUD 9902 Report to HUD/HCS
8. How to Create a 9902 Summary Report
9. 9902 Best Practices [New JAN2020]
10. 9902 Error Codes Cheat Sheet [New JAN2020]

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1. App Launcher
2. Report Caveats: Dos and Don'ts
3. Using the Global Search Function
4. Using & Customizing List Views
5. Verifying Your Agency's Launchpad Version (Rev. APR2020)
6. Launchpad 1.7 Upgrade Summary of Changes (Added APR2020)

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