Shared Favorites: The New "Reference Guide"

In the ever-changing world of social services, resource guides quickly become outdated. Use Aunt Bertha to create a reference guide for your staff that is always up to date!


How to Use Favorites as a Reference Guide

You can share you favorite folders with fellow staff for ongoing collaboration. Once a folder is shared, anyone in your group can add their favorite programs as well. This creates a curated list of your favorite programs across your staff.

  1. Log in
  2. View your Favorite folders by clicking "My Favorites" at the top of the screen
  3. Select your Favorite folder on the left that you want to share
  4. Once you have selected to folder, click the "Share" button on the right hand side of your screen
  5. Select "Share with a Group"
  6. Select the group with which you want to share from the dropdown menu
  7. Click "Send"
  8. This folder will now appear under "Shared Folders" on the left navigation
  9. Once you share this folder, other staff members can add their favorite programs
  10. Use Reviews to leave additional notes and tips about programs to make your work more efficient
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