Home > General

In the General screen displays center information, location, license, CACFP detail, and more,

1. From the navigator bar, click Home and then select General
   
2. Listing Information
   • Center ID - this ID is auto generated by the system and will not be displayed anywhere else
   • Center Name - enter the name of the center or site. Please Note: This name will appear on statements sent to families
3. Internal Center Information
   • Internal Center ID - the identification used internally by the center
   • GL Accounting Code - enter the general ledger accounting code. This field can be used when setting up the general ledger codes
   • Payroll Center Code -enter the payroll code associated with a payroll center, if applicable
   • Cost Center Type GL - enter the cost center general ledger code if the center, if applicable
   • Rate Level - if the center is associated to a rate level, click on the blue i icon. The Rate Level section will not be displayed unless a rate level is setup in the Rates section
   • Subsidiary/Brand/Division/District - select the subsidiary associated to the center, if applicable. The Subsidiary drop down list will not be displayed unless a Subsidiary is setup in the Valid Value section
   • GL Department - if applicable, select the GL Department from the drop-down list. The GL Department drop down list will not be displayed unless a GL Department is setup in the Valid Value section
4. Location information - enter the address of the center
5. License Information
   • License Number - enter the license information for the center. If multiple licenses are needed, use license 2-3 also
   • License 2 number
   • License 3 number
   • Agency Account Number - enter the agency account number for the center
6. CACFP Information
   • CACFP Enrolled Important: This option must be set to Yes to track meals on the Meals > Entry screen and the InSite Classroom Serve Meals screen. 
     • Yes - the center is a member of the Child and Adult Care Food Program
     • No - the center is not a member of the Child and Adult Care Food Program
   • CACFP Account Number - enter the account number of the CACFP account
   • CACFP Sponsor Name - enter the name of the sponsor associated to the CACFP account
   • CACFP Sponsor Number - sponsors phone number
7. Contact Information
   • Center Email (appears with listing) - enter the contact email address for the center
   • Phone Number - enter the phone number for the center
   • Fax - enter the fax number for the center, if applicable
   • Contact Name - enter the name of the contact at the center
   • Contact Email - enter the contact's email address. This is the email that will be sent the student information changes and automated emails to administrators in the system
   • Director Name - enter the name of the director of the center
   • Assistant Director Name - enter the name of the assistant director, if applicable
   • Office Coordinator Name - enter the name of the office coordinator, if applicable
   • Area Manager Name - enter the name of the area manager, if applicable
   • A/R Collector - enter the name of the A/R collector, if applicable
   • A/R Collector Email - enter the email address if the A/R collector, if applicable
   • A/R Specialist - enter the name of the A/R specialist, if applicable
   • A/R Specialist Email - enter the email address if the A/R collector, if applicable
   • A/R Inbox Email - enter the A/R inbox email address, if applicable
8. General Information
   • Center URL - enter the website address for the center. This is the website parents will be redirected to after clicking the Logout link from the Connect Portal
   • Operating hours - enter the hours for the center
   • Licensed Capacity - enter the capacity the center is licensed for
   • Available Capacity - enter the total capacity available
   • Age Range - enter the age range of students that can attend
   • Center Type - select the type of facility the center is
     • Corporate Center
     • Employer Sponsor
     • Franchise Center
     • Developer Center
     • Corporate Owned/Contract Based
     • Home Based
   • OP Code - enter the operation code, if applicable
   • Profile - enter any profile information for the center
9. Click Save

Actions Menu

There are several items in the Action menu, including:

• Export Facility Information - all business and center level details from the Home > General screen are exported into an Excel file
• View Center Documents - displays all documents that have been uploaded
• View/Add Licenses - allows users to view uploaded documents and license information
• Upload a Company Logo - allows users to upload a logo for a specific site/center
• Setup License - allows users to add license information
• License Tracking - view licenses within the center