Service Insights Initiative Toolkit

Service Insights Initiative Toolkit

Participant Forms
Client Intake
Additional Resources
How-To Videos

Participant Forms

Application

Agreement

Technology Request and Agreement

 

Client Intake and Recording Services

Printable Paper Intake Form

Paper Intake Form

Additional Household Members

Additional Household Members’ Income

Fillable PDF Intake Form

Fillable Intake Form

Fillable Intake Form with TEFAP

Fillable Additional Household Members

Fillable Additional Household Members’ Income

Additional Guides and Resources

Creating and Editing Users in Link2Feed

Learn how to create Link2Feed users for your staff/volunteers and edit their permissions.

 

Intake Cover Letter Template

 

Patron Data Rights

A flyer explaining the Service Insights Initiative to your patrons.

Arabic

English

French

Lingala

Portuguese

Russian

Somali

How-To Videos

Intaking New Clients

Learn how to intake new clients and review the eight tabs of their profile.

 

Recording Services

Learn the three different ways to record services.