Using the optional Activity Manager you can assign activities like soccer sessions, day camps, after school programs, etc. directly to each child.

Before You Begin

You’ll need to Set Up Activities you wish to assign to children.

Getting There

      1. Look Up the Family and click once on the child’s name to select them.
      2. Click the Activities icon (soccer ball) on the child toolbar.
        toolbar-child-activities.png

Assign Activities to a Child

You may assign multiple activities to a child. The start and end dates (as well as days and times) may overlap.

      1. At the Child Activities screen click New.
        btn-new-activity.png
      2. At the Child Activity Schedule screen select a Category and an Activity. Information about the activity will be displayed.
        child-act-sched.png
      3. When the child has passed this level, check the box to mark the activity as Completed. If this activity is a prerequisite for something else, this indicates they have met the prerequisite.
        child-act-completed.png
        Hint: Mark the Activity Complete for Many Children at Once.
      4. Optional: Add a Comment about this child. This may be helpful at the end of the activity if an evaluation of skills is needed.
      5. Click Save > Exit.
        When you click Save:

        1. Activity Fee: if this activity has a Cost assigned to it, the amount will be automatically posted to the Account Ledger.
          Note: If a child is assigned to more than one account (as with divorced parents), the account you are on at the time you assign the activity is the account that is charged.
        2. Prerequisites: If this activity has a Prerequisite the child has not yet completed, you’ll get a warning indicating so. You may choose to ignore the warning and assign the activity to them anyway.
        3. Class Full: If adding this child to the activity would exceed the Size Limit, you’ll get a message telling you so, although you may choose to add them anyway.
      6. Continue to add new activities as needed. When you’re finished click Exit.
        Hint: Instead of clicking Exit, use the arrow buttons to move to another child. The left/right arrows move between children in this family, while the up/down arrows move to the previous or next family.
        child-act-up-dn-arrows.png

Review Activities for a Child

Use the Review button to see or print a calendar of the child’s activities. See: Activity Review
btn-review-sched.png

Edit / Change Activities or Mark as Complete

      1. At the Child Activities screen dbl-click the activity you wish to edit.
      2. You may mark the activity as Completed. If this activity is a prerequisite for something else, checking the box indicates they have met the prerequisite.
        child-act-completed.png
      3. You may add or edit the Comment. This may be helpful at the end of the activity if an evaluation of skills is needed.
      4. Click Save > Exit.

Delete / Remove Activities from a Child

      1. At the Child Activities screen click once on the name of the activity to select it.
      2. Click Delete.
        btn-delete
      3. Click Exit.

Reports

From the main screen of Family Data & Accounting go to Reports > Standard Reports > Activity Manager. See: Select, Sort and Filter Reports

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