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Help Articles

Find step-by-step guides, troubleshooting tips, and how-to articles.

Record a case history summaryIn this article, we explain how to record a case history summary.
Timeout period for case notesIn this article, we explain which property controls the timeout period for case notes.
Delete a Carer period of unavailability from a carer recordIn this article, we explain how to delete a Carer period of unavailability from a carer record.
Record a placement order alongside a care orderIn this article, we will explain how to record multiple looked after legal statuses.
Upgrade RequestsIn this article, we explain how to request an upgrade if you have a Hosted or Managed Service arrangement for Mosaic.
Check for changes to systems functionIn this article, we show where to check changes to system functions.
Change the value of a reports switchIn this article, we explain how Reports switches guide the Reports Populate Job in locating.
Reports population script: workflow and incremental processingIn this article, we explain how the Reports Population Script works and whether it processes data incrementally.
Number of active people on MosaicIn this article, we explain how to find out how many 'people' are recorded in Mosaic.
Identify the reporting table for group start and end datesIn this article, we identify the reporting table where group start and end dates are stored.
Record a social worker registration number in MosaicIn this article, we show where to record a social worker’s registration number on the worker summary screen in Mosaic.
Schedule delays for the next actionIn this article, we explain how the scheduled delay for the next action works.
Steps to raise project casesIn this article, we explain how to raise a project case.
Bulk loading Social Worker Registration Number dataIn this article we show how to bulk load and update Social Worker England registration numbers using a migration script.
Linking a step-in organisation to a service user's workflowIn this article, we will explain if it's possible to link a step-in organisation to a service user's workflow.
Orion EIV integration stopped workingIn this article, we look at why the Orion EIV integration may stop working.
Supported Excel versionsIn this article we explain which versions of Excel are supported for Mosaic and Mosaic Reports to ensure compatibility.
Usage of mobile devicesIn this article, we explain if you can use Mosaic on a Mobile or a Tablet.
Export a Person Summary to Word from MosaicIn this article, we explore how to output a person summary in Word format from Mosaic.
Guide to configuring templates for Word document exportIn this article, we explain how to set up templates for exporting documents to Word."
Export a document to Word from MosaicIn this article, we look at how to output a document to Word from Mosaic.
Make the View Map link display the correct address on the Person Summary screenIn this article, we explain why the View Map link may show your location instead of the person’s address, and how to fix it.
Add additional information on the Worker Summary screenIn this article, we explain how to add additional information on Worker Summary screen.
Customer Success Portal - Become a supervisorIn this article, we explain how to become a supervisor on the support portal, enabling you to view all company cases.
Customer Success Portal - Create authorised contacts when on a Success PlanIn this article, we explain how to become an authorised contact so you can raise cases with the Access Group if you’re on a Success Plan.
Browser autofill issue with MosaicThis article is to make customers aware that we have received reports that browser autofill functionality can affect fields within Mosaic.