Our upcoming Helix Training Schedule is listed below.
Please email Gordon Kilgour if you'd like to attend any of the sessions. The training will be held online using Microsoft Teams.
An introduction to Helix including; Logging in, Helix Modules, Navigation, Alerts, Calendar, and Quick Jump List.
Helix Client Module - Tue 20th Jan 14:45-16:15
The Client Module is where you record activities and outcomes for your caseload clients.
Helix Training Courses Module - Wed 21st Jan 10:00-11:00
The Training Module is where you can create modular training courses for Clients registered on Helix, which may lead to an outcome and/or qualification.
Helix Events Module Module - Wed 21st Jan 14:00-15:00
The Events Module is where you create events and record attendees who are: Clients registered on Helix, Helix Enterprises, members of the public not registered on Helix.
Helix Enterprise Module - Mon 26th Jan 14:00-15:00
The Enterprise Module is where you record support provided to businesses and organisations.
Helix Vacancy Module - Mon 26th Jan 15:15-15:45
The Vacancy Module is where you can find and post job vacancies.
Helix Reporting - Tue 27th Jan 14:00-15:00
For anyone who wishes to know more about creating Reports in Helix.
How to configure Dashboard charts in Helix.
Please download these useful guides using the links below (pdf format). If you have any suggestions for further guides, please email Gordon Kilgour.
A guide to the Helix Client Module, where you can record activities and outcomes for your caseload clients
A guide to checking these important Client Alerts
A guide to changing a Client's start date on an associated Programme
A guide to the completion procedure for Clients
How to request and accept client Referrals.
Sharing Client Records with other organisations who use Helix and processing share requests
A guide to the Helix Enterprise Module, where you record support provided to businesses and organisations
A guide to naming Enterprise records consistently, making employers and training providers easier to find
A guide to help you avoid creating duplicate enterprise records
How to associate an enterprise record with an enterprise programme
A guide to Helix Reporting, including Client Criteria Builder, Web Reports (including Pivot Reports) and Quick Jump List Reports
A guide to creating a Programme Filter for Web Reports which require one
A variety of helpful videos on specific areas of the Helix system, hosted on Vimeo. If you have any suggestions for further Videos, please email Gordon Kilgour.
e. helix@capitalcitypartnership.org
Capital City Partnership is the anchor delivery body for Edinburgh’s employability strategy, working together to tackle inequality and poverty. Capital City Partnership is an Arm’s Length External Organisation of The City of Edinburgh Council and a not-for-profit registered charity (SCO31026).
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