To help streamline the process for admins when entering program/room assignments for children specific rate categories can be assigned to room categories or specific rates.
To setup rate categories:
Step 1: Setup rate category
Step 2: Add rate(s) to the rate category - create new rate or edit current rate
Once rates have been setup go to Setup > Room
Select a room category name
Then select View/Edit Rate Authorizations
Select the New Authorizations button
Select Authorization criteria, then press Save
- Select either individual rate or rate category
- Select at least one Authorization criteria
- Center
- State - pulls from the Home > General tab
- Brand- pulls from the Home > General tab
- Division- pulls from the Home > General tab
- District- - pulls from the Home > General tab
Example:
On the child tab from the admin side, select the Program/Room Assignment tab-
When a new program/room assignment is going to be added to the child, select the Room, Semester (if applicable), Date Range, Specific Days (optional), Expected Part of Day (optional) and Times the Child is expected (optional).
When the Rate drop down box is selected, only the authorized rates will display-
