I'm new to Binti!

Topics

• I'm brand new to Binti and need help learning about it.
• Logging into Binti
• Your dashboard at a glance.
• How to search using filters.
• How can I locate an application I am having trouble finding?
• What browser am I using?
• What can I do if I have questions that weren't addressed in this help article?

I'm brand new to Binti and need help learning about it.

• This Help Center is available at all times.  When logged into Binti, you will find the link in the footer at the bottom of every page.  The Help Center link is also available when clicking into the Chat feature (bottom right hand corner of your page).
• There are full length video trainings currently available linked below:
  • Approvals Module:  https://vimeo.com/367319706/06c781edf5 
  • Renewal: https://vimeo.com/380343372/dc4234fb66
  • Sign-up for applicants: https://vimeo.com/383327841/30a3fbeef1
  • Placements Module: https://vimeo.com/456281681
    Making a Placement: https://vimeo.com/500597004 

 

Logging into Binti

Go to https://family.binti.com and enter your email and password.

If you do not already have an account, please let your manager know; they can create an account for you.
Or, you can email us at [e-mail] and request an account; please cc your manager.

 

Your dashboard at a glance.

Your dashboard view will be different depending on the role assigned to you in Binti. Please click your role below to see your dashboard.

• Approvals Team Dashboard
• Placements Team Dashboard

Approvals Team Dashboard

When you log into Binti as an Approvals worker, this snapshot will be the first thing you see. The numbers indicated in the picture are explained below it.

1. Initials Case Load
   • Click into your assigned families in the Initial Application by clicking the blue hyperlinks
2. Renewals Case Load
   • Click into your assigned families in Renewal Process by clicking the blue hyperlinks.
   • View Overdue Renewals and Expired Documents of cases assigned to you.
3. Universal Search

   • Use the universal search function to find a family who is applying with your agency or county, but may not be assigned to you. If you only remember the first few letters of the family’s name, you may enter them in and it will pull up all applicants with the letters entered.

4. Applications:
   • Drop down menu to select Application types (Applications, Conversion, Referred Out of County/ICPC) See next image for the Application's Dashboard.

This is the Application Dashboard. The numbers indicated in the picture are explained below it.

1. Status tabs
   • Navigate through applications with different statuses by changing tabs.
2. Add Filters
   • Toggle between All Cases in the agency/county, and your own cases
   • Filter by name of Applicant or Other Adult
   • Worker Assigned, Supervisor, and Manager of Supervisor
   • Family ID / RFA# / License #
   • Select "More Filters" to see more options to filter applications for a specific search.
3. Actions
   • Applicant Data: Applicant Info, Application History, Application Summary
   • Edit Application: Edit Applicant information, add adults, children, change status, etc.
   • Edit References: Add or remove applicant references
   • Agency Forms: Forms that are to be completed by the case worker
   • Case Notes: Log pertinent information for the case
   • Documents: All Applicant Forms, Supporting Documents, Agency Forms, etc.
4. Download CSV
   • Download a spreadsheet report of the cases represented in the tab you are currently in.

Placements Team Dashboard

When you log into Binti as a Placements worker, you are taken straight to the Placements Dashboard, which isn't necessarily what you may be looking for. You can use the blue ribbon at the top to navigate to what you may be looking for. Each button's is explained briefly below, and is explained in more detail in the Placements article. Click directly into that article here.

1. Users: Dashboard of all Agency Workers
2. Children/Youth: Dashboard of all Children/Youth entered into Binti.
3. Intake Child: Add children into Binti by completing this form.
4. Placement Searches: Open, close, edit placement searches and filter for families who would be a good match for children/sibling pairs.
5. Placements: View, edit, update current placements.
6. View training requirements that families have and have not completed.
7. View and generate reports associated with the Placements module.

For more information on how to navigate through the Placements module, please click here.

 

How to search using filters.

Go to the application dashboard.

On the far right, you’ll see a tab labeled “Add Filters.” Select this to populate the filter toolbar.

• Assigned to: Toggle between "All Cases" and "My Cases"
• Applicant or Other Adult name
• Worker Assigned, Supervisor, or Manager of Supervisors
• Family ID / RFA # / License #
• More filters: additional filters that you can utilize appear when you click "More filters"

After selecting your desired filters, click “Filter” at the bottom of the drop down menu.

*Note: you can adjust your view by selecting the number of results per page. You may also use filters to search 

 

How can I locate an application I am having trouble finding?

You can search for an application using a few different methods introduced in the Approvals Team Dashboard section above. Click here to go to the Approvals Team Dashboard.

If you’ve tried all of the above and are still not locating the application, it’s possible that you’re not assigned to the application and do not have the correct permissions to view an application that you’re not assigned to. It’s also possible that the applicant may be under a slight variation of their name, or that they're not yet entered in our system.

If you’re not finding an application and you need to view it, please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail].

We can help by doing an additional search through our system for the applicant to make sure they're in Binti.

If you’re not assigned to the application but you need to view it, you’ll need to request to be assigned as a worker on the application. Please ask your Supervisor or other team members that can assign applications for assistance, or email [e-mail] with your supervisor CC'd.

If you’re not assigned and you do not want to be assigned but you need to view it, you can also talk to your Supervisor about requesting an update to your permissions so that you can view all applications. They’ll need to reach out to our Support team to update this.

Please have them contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail].

 

What browser am I using?

You should always be using the most current version of your browser when accessing Binti. This will assure less interruption in service while browsing Binti.

If you're not sure what browser you're using or what version you're using, please click the link below where you can check that your web browser and version are up to date.

WhatIsMyBrowser.com

 

What can I do if I have questions that weren't addressed in this help article?

If you have any other questions, please feel free to email us at [e-mail], send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.

Follow the link below to schedule a training webinar for a specific module:

Monthly Training Webinars