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
• 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

IDA Basic includes a standard conversion of data from MIS IDA into Outcome Tracker. The data conversion does not include customized conversion (unless purchased separately).

Implementation Training

The upgrade price includes no individualized training. Computer-based training is available to teach a MIS IDA user how to manage IDA accounts in Outcome Tracker. Individualized training is available and encouraged but is not required.