What is the MyWebCATS page?

MyWebCATS is a pop-up window that displays a listing of timely events affecting your user account. It's available by selecting View|MyWebCATS from the navigation menu or, depending on your settings, it may automatically open upon login to WebCATS.

MyWebCATS features up to five types of events:

Client follow-ups that recently came due or will come due shortly
Clients that haven't been counseled for a significant period of time
Conferences that are scheduled to begin shortly or that are currently in progress
Counseling requests, conference requests, and survey completions that were recently submitted through eCenter Direct, an optional component of WebCATS
Records that were recently edited, added, or deleted

By default, MyWebCATS has system-defined filters in place for each event type to make them more relevant to your user account. For example, when viewing client follow-ups, you'll initially only see those clients whose primary counselor is the counselor that matches the default counselor associated with your user account. You can modify the default filter settings for each event type, either temporarily or permanently, in the same manner as you would modify the filter settings for a summary of client activity records.

Note: As with other record listings, you can click on any blue hyperlink that displays in the MyWebCATS window to open its related record or to generate an e-mail message.

For more information on MyWebCATS, view our other popular resources on this topic:

FAQ: I’d prefer that the MyWebCATS screen not automatically open when I log in. How do I disable it?
Flash Tutorial: General WebCATS Overview

Want more? Browse our extensive list of WebCATS FAQs.