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Getting Started

A walkthrough for a new staff member at any organization using CommonGage — from your first sign-in to pulling an end-of-year report. If you're evaluating CommonGage rather than using it day to day, the Module Catalog is the better starting point.

Read it in order the first time:

  1. Orientation — what things are called, who sees what
  2. Signing In
  3. The Daily and Weekly Rhythm — the habits that build the record
  4. The Monthly and Quarterly Rhythm — obligations and expenses
  5. The Modules — a tour of what your organization has licensed
  6. People, Intake, and Flags
  7. Find — ask a question in your own words, get the records back
  8. Pulling the Report — the payoff
  9. Tips

After that, come back to any page as a reference — or to the Module Catalog for the full detail on any one module.

Download the printable guide (PDF) — the same walkthrough, laid out for printing or sharing offline.