*: A data entry field marked with an asterisk (*) indicates that the field is required and must be filled out before the record can be

Seeing a "?" next to a field name on a record indicates that an Administrator has added a "tooltip" to the
field to provide extra information about what a user is expected to enter.

Add Search Field:
On any Apricot record search page, a user can add a search field to narrow down the visible results.

Adjust Access:
An Apricot Administrator has the ability to restrict which records can be accessed within the database by different users.

Administrator (Tab):
The tabs across the top of your Apricot allow you to access different parts of the software, from data entry for users to design
elements for Administrators.

Administrator (User):
An Administrator has access to the entire Apricot database - to all of the records and to all of the features on the left hand menu
under the Administrator tab. An Administrator's access cannot be changed or limited.

Announcements on the dashboard or main Apricot landing page can be made by adding Bulletins.

Apricot Icon:
The apricot icon that appears on a form or record indicates a field that has been marked as "Duplicate Check."

Audit Logs:
See Record History.

Auto Search:
A feature that allows the search screen to respond to as little as one letter, number or character in a search field.

Batch Record Tool:
The Batch Record Tool in Apricot is designed to allow users to create Tier 2 Records for more than one Tier 1 Record at one

Browse All on Record Search:
When searching for records, users have the options to add a search field or to browse all records in the system.

Bulk Entry:
When creating or editing a lookup list, the Bulk Entry button allows you to paste in data or a list of options to be used in a lookup

Bulletins (Definition):
Bulletins serve as announcements and can be added to the main Apricot dashboard or landing page.

Calendars (Definition):
Users with a Gmail account can load their Gmail calendar into the Apricot database.

You can chat with the Social Solutions Customer Care team by accessing the Help Center customer portal and clicking the
"Chat with Us" button.

Checkbox Field:
A field for collecting data that can be added to a form. A checkbox allows an Administrator to set more than one option or choice
and it allows a user to select one or more options each time they fill out a record.

Clear Search History:
When searching for records, a user has the option of adding one or several search fields to narrow down the search results. Byclicking the "Clear Search History" button, these search fields will be reset and hidden, resetting the search results toshow all records.

Clear on Copy:
"Clear on Copy" is a special field property that can be set in Form Designer.

Connected Form (Reports):
"Connected Form" is the term used for a form that has been pulled into a Report after the Root Form has been

Copy a Record:
Any kind of record can be copied in Apricot. When Tier 2 records are copied, the new copies will exist under the same Tier 1
record as the original.

Create Record (form access, form permissions):
When you give a user the access to "create records," the user will be to see or view previously created records and
create new records of a particular form.

CSV File:
CSV stands for "comma separated value." This is a type of spreadsheet that can be read by many programs,
including Microsoft Excel.

The main landing page in Apricot. The dashboard provides access to all tabs, user information, all Tier 1 forms and records, and
My Apricot Tools.

Data Styles (Reports):
Data Styles adjust the way data appears in a report.

Apricot is a database, meaning that is it a place to collect data with forms and a place to extract data with reports.

Default Value:
Default Value is a special property that can be set for some of the fields in Form Designer.

Display Styles:
When building reports, you can specify a display style: hidden, graph only, totals, rows, or vertical.

Document Folder:
When searching for information, you can find all the Tier 2 records associated with each Tier 1 record in a document folder.

Download Data:
Data that has been collected in Apricot can be downloaded or exported from the database

Drag and Drop:
The act of clicking on an object and moving it across the page to the desired location.

A field that can be added to a form. Users can select one option.

Duplicate Check:
Duplicate check is a field property that can be added to most fields after they have been added to a Tier 1 form.

Edit (Form Design):
Apricot forms can be edited by an Administrator at any time.

Edit (Report Builder):
Apricot reports can be edited by Administrators to modify data, structure, and formatting.

Edit Record (Form Access, Form Permissions):
When you give a user the access to "edit records," the user will be to see and edit previously created records.

Favorites Details:
When a favorites list has been selected on a record search page, a Favorites Details menu becomes available.

Field is the name given to items on a form that can be filled out by users.

Field Choices Palette:
In Form Designer, the Field Choices Palette holds all the available types of fields that can be added to a form.

Field Label:
The field label records what type of field it is, like a name field or a zip code field, for example.

Field Properties:
Optional properties can be set for each field on a form.

Field Type:
Fields govern how data is collected and reported on in Apricot.

Field Width:
Field Width is a property available for most data fields that have been added to a form that determines how much space it will take up on a form, measured in pixels.

Filter Logic (Reporting):
When more than one filter has been added to a report section, you will have the option to modify how and when those filters are run.

Filters (Reports):
Filters can be used to narrow or focus your results, personalize your reports, and clarify findings.

Forgot Password:
If you have forgotten your password, you can have a new one emailed to you at the same email address as your username.

Forms collect data in your Apricot database.

Gear Box:
Access advanced features of the Form Designer or the Report Builder with a green gear in the upper right hand corner.

Global Values (Reports):
A Global Value is a filter that can be applied to the entire page of a report.

Goals (Reports):
Goals can be described when using the Outcomes tool in the Apricot Report Builder.

Guest User:
A Guest User has access to a very small part of the Apricot database and only for data entry - usually access only to records they have created themselves in the system.

Imports Tool:
The Apricot Imports Tool is a premium feature that allows data from an Excel spreadsheet in .csv format to be inserted into the database.

In-Form Calculation:
Calculation fields can be added to any form.

Inactive (User):
An Inactive user can no longer access the Apricot database themselves, although data about which records they created or edited will remain in the system.

Landing Page:
Also called the "dashboard," the landing page is what a user sees after logging in to Apricot.

Likert Scale:
This field allows for collection of Likert items and other ranged responses with defined front-end (visible to users) and back-end (hidden from users) values.

Link Field:
When added to a form in the Form Designer, a link field allows a user to create a connection between two records that would be otherwise unrelated in the database.

Linking (Definition):
Linking is a way to connect two forms, two records, or two data points in Apricot that would otherwise not be connected.

Locked Fields:
Locked Fields are "read only" fields. They can be viewed by the user, but they cannot be changed.

To login to an Apricot database, you need a username and a password.

Ends your session with the database.

Mac Compatibility:
Apricot can be accessed on a Mac computer and on devices such as an iPad or an iPhone. Apricot is compatible with the Safari
internet browser.

Multi-Select Field:
Please see Checkbox-Field.

My Apricot:
The My Apricot tab allows access to the data entry side of Apricot.

Next 20:
Selecting "Next 20" at the bottom of a record search page will display the next twenty records of a particular form in the database.

Outcomes (Definition):
Outcomes can be shown on a report by using the Outcomes feature in the Report Builder.

Apricot palettes contain useful information and actions. The content of these palettes changes depending on which part of an Apricot database you are accessing - records, search, reports, etc.

Percent Symbol (Definition):
When a % symbol is typed into a search field or a report filter, it acts as a wildcard value

Records and reports can be printed by selecting the Print button on the right hand palette when looking at either a record or a report (report must be in "run mode").

Print Mode:
Records and reports that have been created in Apricot can be printed by accessing the Print Mode button on the right hand menu.

Clicking the green gear box on fields or form sections, on report columns or report sections allows an Administrator to access design properties that can change the way information in collected or displayed.

Published Form:
Users can access any published form for data entry purposes.

Queries are used by dynamic fields (such as dynamic dropdown, dynamic checkbox, dynamic number and dynamic text) to pull
specific information from one record to another.

To make a field on a form or record read-only, that field needs to be "locked."

A copy of a form that contains data entered by a user.

Record Save Checklist:
Before a record can be saved, the data entered into it must meet requirements as set up by an Administrator.

A way to view or extract specific kinds of data that has been entered into the Apricot database.

Report Center:
The section of the Administrator tab devoted to data archives and building and editing reports.

Report Properties (Definition):
Properties can be adjusted in reports at three distinct levels - properties that apply to the entire report, properties that apply to one section in a report, and properties that apply to one column in a report.

Revert Report:
Removes any changes that have been made to a report since the last time it was published.

Root Form:
The root form of a report is the first form added to a section of a report.

Rule (Reports):
A report filter rule has three parts, which are indicated by three separate drop down menus: the column, the determining factor like "is greater than," and the value.

Selecting a form from the left hand menu under the My Apricot tab opens a record search page.

Section Properties in Forms:
Form section properties govern the display style and the tab order for each section of a form.

Section Properties in Records (Definition):
Report section properties govern the display style, the count, graphing, and outcomes for each section of a report.

Select List:
Please see dropdown menu.

Sort Results:
Results provided through a record search page or a report can be sorted by clicking the gray arrows at the top of any column of data.

Standard (User):
A Standard user has access to the data entry side of the Apricot database, mainly access to view, create or edit records.

Tabs (Definition):
Tabs are located at the top of any Apricot page and provide access to different parts of the database.

Templates can be accessed and copied for use in any Apricot site by selecting the Administrator tab.

Tier 1 Form:
Tier 1 forms are "first level" or "parent" forms that are often used to collect information on individual clients or participants.

Tier 2 Form:
Tier 2 forms are "second level" or "child" forms that are often used to collect information on services or programs that each client might access.

Unrestrict or Gain Access to a Restricted Field or Report:
Restricted fields have features that can only be adjusted or edited by Social Solutions employees, not an Apricot Administrator or user.

People who can or who could, at one time, access your Apricot database.

View (Form Access Form/Permissions):
When View access has been granted to a user for a particular record or form, the user can search existing records and see the data that has been entered into them. Without this permission, records may not be visible to a user or appear on a record search page.

View Folder:
Available in the Record Options palette when a user is filling out a record. Clicking View Folder will take the user to the Document Folder that contains the record they are currently looking at.

Widening Fields:
Set parameters around how narrow or wide a field appears on a form by accessing the Field Width property in the Form

Wildcard Value:
Definition. When a % symbol is typed into a search field or a report filter, it acts as a wildcard value. If you are not entirely sure
what you need to search or filter for, using the % symbol can return a wider range of results.

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