Family Record, Child Tab- More, Documents/Checklist

The Documents/Checklist screen from the Children tab allows users to upload student-specific documents into the system. Administrators can create a list of required documents for students meeting certain criteria, such as the center they attend, age or grade of the student, etc.

For document setup instructions, click here

Viewing Required/Uploaded Documents Per Student

To view documents previously uploaded or uploads required for a student, follow the steps below:

1. Navigate to a family’s record and click the Children tab
2. Click the More tab
   
3. Select Documents/Checklist from the drop-down menu
   
4. The Document List section will show required and previously uploaded documents for the selected student
   
   • Document Type – the type of document selected from a drop-down list
   • Received
     
5. Description – the description field is a free text field to enter the name or a description of the document
6. File Name – the file name is the name of the document uploaded. The system will automatically place the student’s ID and a document ID in front of the document name. In the below example, the student’s ID is 950106, the document ID is 49500, and the file name uploaded was “Misc. Document”
   
7. Display on Connect
   • Yes - the document should be available for parents to view via the Connect (Parent) Portal
   • No – the document should not be viewable from Connect
8. Create Date – the date and time the document was uploaded
9. Expiration Date – if the document expires, the expiration date will be in this field
10. Upload Required
    • Yes - a document is required to be uploaded
    • No – no upload is required

Uploading a Document to a Student’s Record

To upload a document to a student's record, follow the steps below:

1. To upload a new document, navigate to the family’s record and select the Children Tab
   
2. Click the More tab and select Documents/Checklist from the drop-down menu
   
3. Complete the Add Document section
4. Document Type – choose from the drop-down menu
5. Description – enter a description or name of the document
6. Document to Upload – click into the Browse File field to search and select the document to upload from the computer
7. Allow View on Connect Portal
   • No – Do no show on Connect – parents are unable to see the uploaded document on the Parent Portal
   • Yes – Display on Connect – this option will allow parents to see the uploaded document on the Parent Portal
     
8. Expiration Date – if the document expires or needs to be updated annually, semi-annually, etc., select the date from the calendar
   
9. Click Save
10. A confirmation popup will appear, click OK