Build a strong system foundation with this hands-on System Administration workshop. Learn how to configure key settings, customize milestones, manage funding sources, and connect FEOs and assessments to your projects so your GoEngage environment is clean, aligned, and ready for everyday use. 

Learn how to build strong project structures that drive accurate reporting and efficient workflows. This workshop covers project setup, NPI mapping, referral templates, and tools for tracking attendance, notes, and service checks. 

Master the ROMA Work Plan tools in GoEngage — learn how to create work plans, configure workflows, link to projects and partners, and monitor progress with confidence.

Get a clear understanding of CSBG and NPI reporting in GoEngage. Learn how to configure reporting settings, create and manage NPI structures, map services, and link CAP and HS services for complete SRV reporting. 

Learn how to manage the full application and intake workflow in GoEngage. This workshop covers system setup, application entry, duplication checks, income collection, intake packages, milestones, pre-applications, and Quick App tools.

Strengthen your case management skills with tools that help track client needs, services, and progress. Learn how to configure settings, navigate client profiles, enter service notes, tie outcomes to NPIs, and manage ongoing casework. 

Learn how to manage client services and referrals from start to finish — including family and group service events — and discover how the Client Portal increases collaboration and communication. 

Discover how CAP and Head Start programs can collaborate more effectively in GoEngage. Learn how to align income rules, map staff, manage internal referrals, and set up approval and data-sharing processes. 

Learn how to navigate dashboards, export cross-program data, and use GoEngage’s reporting modules for CSBG, NPI, milestones, referrals, and more. 

Take your reporting skills to the next level with advanced tools for designing custom reports, leveraging Quick Forms, improving data quality, and using insights for planning and performance improvement.