Family & Child Data

How do I change information for a parent, child, employee or any other person?

Double-click the person’s name (not Account Key) on most any screen to make changes to their Person Information. For example, to edit the name, address, phone, email, etc. for a parent, just dbl-click their name at the main screen of Family Data or on the Edit Account or Child Relationships screens.

How do I add or delete a classroom, change a classroom name or combine classrooms?

Add a new classroom:
Begin by Creating a Work Area and then choose the new Work Area as a Classroom on the Classroom Setup screen.

Delete a classroom:
If the classroom has ever been used, you’ll get a message saying it is “in use and cannot be deleted”. Instead of deleting the classroom, go to the Work Areas screen and uncheck the Active box.

Change a classroom name:
To change the name of an existing classroom go to the Work Areas screen and type over the name. Be aware this will change the name anywhere that classroom has ever been used, such as on time cards, meal counts, etc.

Combine classrooms:
To combine classrooms with similar names into a single classroom use the Configuration Merge Utility.

Can I change schedules for a group of children?

Yes. There are a couple of options:

• You may make a one time change (override) using the Batch Schedule Overrrides tool. This is great for teacher in-service days, or other school out days that affect many children. For example school age children may come before and after school on a typical day (their normal schedule), but on school out days attend the full day (an exception to their schedule).
• If this is a permanent change that affects each week you could change the Schedule Template assigned to a particular group of children.

Can I change classrooms for all children at once?

Yes. Use the Classroom Graduation Tool to quickly change the Primary Classroom to which children are assigned. You may move a group of children from one class to another and/or make individual changes.

What determines the left to right order in which children are displayed?

The order left to right is determined by the child’s Enrollment Status and then age. Typically, children with a status of “Enrolled” always appear to the left of those with any other status. When two children have the same status, the youngest appears to the left.

Note: The order of the status levels is set up on the Enrollment Status screen; for example, if “Summer Break” were above “Preregistered”, children with a status of “Summer Break” would be to the left of those who were “Preregistered”.

Example:
On an account with four children, two have a status of “Enrolled” and two have “Summer Break”. The two “Enrolled” children display in positions 1 & 2, with the youngest in position 1. The “Summer Break” children display in positions 3 & 4, with the youngest in position 3.

May I import emergency contacts from one child to another?

Yes. On the Child Information & Relationships screen click the tiny down arrow on the Add button and choose to Import From another child in the family who has already been set up.

How do I move a family from one location to another?

Beginning in version 10.2.4801 use the new Copy Accounts utility. If you are on an older version, add the account as a “new” account, but the people (parents, children, etc.) should be added as “existing” people.