The New User Resources are designed for new users, new district or organization staff or anyone who needs a refresher. These 30-minute webinar sessions (plus additional resources) focus on the following areas of the system:
- System Basics
- Child Care & Attendance app
Learn how to access the system, navigate the dashboard and work with users and relationships.
Learn how to work with child care contracts and accounts. This session introduces approving contracts, modifying contracts and discusses the difference between withdrawing and removing a contract. Working with Accounts and options for invoicing are also covered during this session.
This session is ideal for child care site staff who are responsible for reviewing daily counts and rosters and attendance. Reviewing details within the child care dashboard including Site Show Pages, Daily Counts, Attendance Tabs and Attendance Reports. A brief tour of the public side is also included in this session.
Child Care Attendance App
This session will review the Child Care Attendance App dashboard, marking attendances and absences, reviewing contract details such as emergency contacts and how to update contract sorting preferences.
Catalogs & Course Set-Up
Learn the basics for setting up a course catalog and individual courses. This session will demonstrate how to create new budget codes & discounts and how to build courses, including attaching instructor contracts.
Reporting & Rosters
This session takes a closer look at the administrative dashboard, reviewing how to add and modify course enrollments. This session also demonstrates how to run system reports and use filtered list views to pull data from the system.
Learn the basics of running financial reports including transaction and deposit reports, budget codes allocation and bank reconciliation.