Please watch this helpful step-by-step demonstration video (~10 minutes): https://vimeo.com/262019054
Printing Client Rosters
Once you've entered all your clients, you can generate a client roster -- An alphabetical list of Cases, that includes a unqiue number called "Case ID", which can be used for reference:
Visit your [My Agency] tab
Click the [Reports] tab
Select "Cases Report" type
On the 1st reporting screen: Select either "Table" or "CSV" format in the top-right corner. Further filtering can be done. Click [Next].
On the 2nd reporting screen: Uncheck everything except the most important Case information to you. Name, Address, Phone, Last Assistance Date, etc. IMPORTANT: Be sure to include *at least* Case ID and Name fields at a minimum.
Add Multiple Assistance Feature
The marked client roster can be referenced when recording assistance within Oasis:
Visit your [My Agency] tab
Click the [Assistance] tab
Click the [Add Multiple Assistance] tool (see screenshot here)
On the screen that appears, be sure the amount, unit and category reflects the correct information on the left (see screenshot here) and then begin entering Case ID #'s on the right from the marked client roster.