Outcome Tracker IDA Basic

Overview

Single-site IDA providers can implement Outcome Tracker IDA Basic. IDA Basic provides an out-of-the-box IDA solution that includes:

• IDA Funders, Projects, and Accounts
• IDA application
• IDA outcomes tracking
• Multiple account types
• Account deposits, interest/fees, withdrawals, matches
• Calculation and adjustments of matches
• Upload of bank statements
• Track IDA General Financial Training
• Track IDA Asset-specific Training
• IDA standard reports, including AFI and ORR

Customization

IDA Basic provides limited customization options, including:

• Change dropdown list values
• 10 user-defined fields on the application
• Create unlimited activities, such as training

Users and Permissions

IDA Basic includes three (3) users per customer and provides standard security groups for permissions. Each security group grants permission to all clients.

Data Conversion

Optionally include services to convert data from AFI2 or MIS IDA into Outcome Tracker.

Implementation Training

The upgrade price includes one hour of individualized training. Computer-based training is available to teach an AFI2 user or MIS IDA user how to manage IDA accounts in Outcome Tracker. Additional individualized training is available and encouraged but is not required.