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Content Management System (CMS)

Customize pages, fields, terminology, and workflows across SETWorks to match how your organization actually operates

Overview

The Content Management System (CMS) lets administrators customize pages, fields, layouts, terminology, and workflows throughout SETWorks instead of forcing staff to adapt to a fixed, one-size-fits-all layout. Provider organizations differ widely in how they're structured, what they call things, and what data they're required to collect, so the CMS gives each implementation room to reflect those real differences on the same underlying platform. For IDD providers, this matters beyond convenience: person-centered documentation, funder-specific terminology, and department-specific workflows all vary, and the CMS lets a system match those requirements without compromising the underlying data model that supports reporting and billing.

What is the CMS?

Administrators

The CMS is the set of design tools built into SETWorks that let administrators reorganize pages, rename fields and labels, and control who can see or edit each customization. It's accessed through Design Mode and applies across areas of the platform such as Individual pages, Authorizations, Goals, and Funding Sources.

ℹ️ Note: Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Benefits of the CMS

  • Flexible Page Design: Add, remove, or rearrange components on a page to create layouts that reflect how your organization actually works.
  • Customized Terminology: Rename fields, sections, and page elements to match the language your staff already uses.
  • Provider-Specific Workflows: Configure pages and required information based on your operational requirements.
  • Granular Security Controls: Control who can view, edit, create, or delete CMS-managed pages and components.
  • Version Management: Track changes and roll back to a previous version when needed.
  • Simplified Onboarding: New providers can design their system structure before importing data, helping ensure data aligns with the desired configuration and workflow.

How to Access the CMS

  1. Open the user menu.
    a. Click the user menu in the upper-right corner of the application.
  2. Enable Design Mode.
    a. Select Design Mode from the user menu. Once it's enabled, CMS controls become available throughout the platform.
  3. Open a CMS-enabled page.
    a. On a page that supports the CMS, additional design options will appear, letting you modify both page-level and section-level configurations.

Page-Level Actions

Select the Actions menu on a CMS-enabled page to manage the entire page. Available options include:

Page Settings Configure general settings for the page.

Version History Review previously published versions of the page and restore an earlier version if necessary. Changes made in the CMS remain in draft status until published.

Manage Access Control which users, roles, or departments can view pages, edit pages, add new content, and delete content. Permissions can be configured at a highly granular level to support different organizational needs.

Manage Help Articles Create and manage help content specific to your customized implementation. These articles can guide users through custom workflows, terminology, and business processes unique to your organization.

Editing Page Components

When Design Mode is enabled, each section of a page can be managed independently. Available actions include:

  • Move components
  • Edit components
  • Clone components
  • Delete components

This lets administrators reorganize pages without affecting the underlying data.

Adding New Components

  1. Click the + icon.
    a. Open the component library from the page.
  2. Select a component.
    a. Choose the desired component from the library.
  3. Configure the component settings.
    a. Set up the component's options for how it should behave and display.
  4. Add the component to the page.
    a. Place the configured component onto the page layout.

Available component categories include: Fields, Grids, Cards, Data Components, Layout Components, Reporting Components, Forms, Workflow Components, Platform Components, and Signatures.

Common examples include: Page Titles, Page Descriptions, Fieldsets, Section Headers, Smart Inbox Components, and CMS Files.

Note: Some advanced components may require additional configuration through related utilities or platform settings.

Building Custom Layouts

The CMS also allows you to create entirely new pages and sections. Administrators can:

  • Create multi-column layouts
  • Add containers and sections
  • Organize fields into logical groupings
  • Configure responsive page structures
  • Design experiences tailored to specific departments or workflows

Publishing Changes

Changes made in the CMS are saved as drafts until published.

  1. Review all modifications.
    a. Confirm the page reflects the layout, fields, and terminology you intended.
  2. Validate permissions.
    a. Check Manage Access to confirm the right users, roles, or departments can view, edit, add, or delete the new content.
  3. Test the user experience.
    a. Walk through the page as an end user would before it goes live.
  4. Publish the new version.
    a. Publish the draft so the changes go into effect.

Note: If a change needs to be reversed, use Version History to restore a previously published version.

Best Practices

  • Make changes in a non-production environment when possible.
  • Publish changes in logical groups rather than one field at a time.
  • Use Version History before making major modifications.
  • Create Help Articles for custom workflows to support end users.
  • Review permissions carefully before publishing changes to production.

Frequently Asked Questions

Q: Will my changes go live as soon as I make them? No. Changes made in the CMS are saved as drafts and stay in draft status until you explicitly Publish them, so you can review and test before anything reaches end users.

Q: Can I undo a change after it's published? Yes. Open Version History from the page's Actions menu to review previously published versions and restore an earlier one if a change needs to be reversed.

Q: Does renaming a field or section change the underlying data? No. CMS changes affect labels, layout, and terminology on the page — moving, editing, cloning, or deleting components reorganizes how a page looks without affecting the underlying data.

Q: Who can make CMS changes? Access to Design Mode and CMS controls is controlled through Manage Access, which lets administrators configure viewing, editing, adding, and deleting permissions by user, role, or department at a granular level.

Q: Can I set up a new provider's pages before any data is imported? Yes. The CMS supports designing your system structure — pages, fields, terminology, workflows — before data import, which helps ensure the imported data aligns with your intended configuration.