SCW/DCW

  • Contact Us
  • Home
  • Glossary
  • Back to School Training Series
  • New Feature and Enhancements Process
  • Home Screen Overview
  • Basic Navigation/Searching Tips
  • DCW/SCW COVID-19 Best Practices
  • Release Notes
    • Release Notes REL_JUN_30_2022 New
    • Release Notes REL_MAY_26_2022
    • Release Notes REL_APR_28_2022
    • Tuition Express Release Notes: April 20 2022
    • Release Notes REL_MAR_31_2022
    • Release Notes REL_FEB_24_2022
    • Release Notes REL_JAN_27_2022
    • Release Notes 2021
      • Release Notes REL_JAN_14_2021
      • Release Notes REL_FEB_25_2021
      • Release Notes REL_MAR_25_2021
      • Release Notes REL_APR_29_2021
      • Release Notes REL_MAY_27_2021
      • Release Notes REL_JUN_30_2021
      • Release Notes REL_JULY_29_2021
      • Release Notes REL_AUG_26_2021
      • Release Notes REL_SEP_30_2021
      • Release Notes REL_OCT_28_2021
      • Release Notes REL_DEC_9_2021
    • Release Notes 2020
      • Release Notes REL_NOV_24_2020
      • Release Notes REL_OCT_29_2020
      • Release Notes REL_SEPT_24_2020
      • Release Notes REL_SEPT_3_2020
      • Release Notes REL_JULY_30_2020
      • Release Notes REL_JUN_25_2020
      • Release Notes REL_JUN_4_2020
      • Release Notes REL_APR_30_2020
      • Release Notes REL_Mar_26_2020
      • Release Notes REL_Feb_27_2020
      • Release Notes REL_Feb_13_2020
      • Release Notes REL_Jan_30_2020
    • Release Notes 2019
      • Release Notes QA 19.10.23
      • Release Notes QA 19.8.6
      • Release Notes QA 19.7.2
      • Release Notes QA 19.6.4
      • Release Notes QA 19.5.14
      • Release Notes QA 19.4.2
  • System Walk-Through
    • Reviewing the Family Record
      • Family Record, Summary Tab
      • Family Record, Family Tab
      • Family Record, Child Tab
        • Family Record, Child Tab - Add Sibling
        • Family Record, Child Tab- Admission/Personal
        • Family Record, Child Tab- Doctor/Health
        • Family Record, Child Tab- Program/Room Assignment
        • Family Record, Child Tab- Program/Room Assignment, Assignment Actions
        • Family Record, Child Tab- Calendar View
        • Family Record, Child Tab- More, Additional Information
        • Family Record, Child Tab- More, Health
        • Family Record, Child Tab- More, Incidents
        • Family Record, Child Tab- More, Contacts
        • Family Record, Child Tab- More, Sponsors
        • Family Record, Child Tab- More, Information Record- PDF
        • Family Record, Child Tab- More, Daily Sheets
        • Family Record, Child Tab- More, Daily Log
        • Family Record, Child Tab- More, Attendance
        • Family Record, Child Tab- More, Manage Program Templates
        • Family Record, Child Tab- More, Documents/Checklist
        • Family Record, Child Tab - More, CACFP
        • Family Record, Child Tab- More, Registration-Excel
        • Family Record, Child Tab- More, Parent Managed Calendar
        • Family Record, Child Tab- More, Download Transportation Profile
      • Family Record, Parents Tab
      • Family Record, Parents Tab - Connect Password Reset
      • Family Record, Third Party Tab
      • Family Record, Auto-Pay Tab
      • Family Record, Vacation Tab
      • Family Record- Financial Tab
        • Family Record, Financials Tab
        • Family Record, Financials Tab - Adjustments/Add Fee
        • Family Record, Financials Tab - Charge/Reduce Revenue
        • Family Record, Financials Tab - Make Payment
        • Family Record, Financials Tab - Deposit Correction
        • Family Record, Financials Tab - Coupons
        • Family Record, Financials Tab - Pickup Fee
        • Family Record, Financials Tab - PrePay Deposit
        • Family Record, Financials Tab - Transfer Balance
        • Family Record, Financials Tab - Recreate Current Statement
        • How to take a credit card or ACH payment
        • Processing a refund
      • Family Record, Receipts Tab
      • Family Record, Merge Tab
      • Family Record - Active/Inactive Families
    • Star- Quick Links & Favorites
      • Quick Links- Things to Do
      • Quick Links- Add A New Child
      • Quick Links- Submit Payments
      • Quick Links- Take Attendance
      • Quick Links- View Outstanding Payments
      • Quick Links- View Payment Report
      • Quick Links - Batch and Report
      • Favorites
    • Home Tab
      • Home > Information
      • Home > Information, Tiles
      • Home > Checklist
      • Home > Dashboard
      • Home > General
      • Home > Hours
      • Home > Validation
      • Home > Alerts
      • Home > End of Day
      • Home > Files
    • Family Tab
      • Family > Campaigns
      • Family > Batch Enroll/Edit
      • Family > Lead Management
        • Family > Lead Management
        • Family > Lead Management, Add New Lead
        • Family > Lead Management, Adding Activity/Calendar Events
      • Family > Grade Change
    • Payments Tab
      • Payments > Journal
      • Payments > Deposit
      • Payments > Third Party Journal
      • Payments > Add/Edit Third Party Refund
      • Payments > Third Party Refund Allocation
      • Payments > Payments/Adjustments, Payments Tab
      • Payments > Payments/Adjustments, Adjustments Tab
      • Payments > Mass Change
      • Payments > Outstanding
      • Payments > Autopay Batch
      • Payments > Online/POS Payments
      • Payments > Family Payment
      • Third Party Payments
      • Third Party Payment Allocations Import
    • Attendance Tab
      • Attendance > Entry
      • Attendance > Attendance Journal
      • Attendance > Program Calendar
      • Attendance > Reconcile
      • Attendance > Live View
      • Attendance > Timeline
      • Taking Attendance - Best Practices
    • Lessons Tab
    • Meals Tab
      • Meals > Entry
      • Meals > Meal Count
      • Meals > Summary
      • Meals > Rates
      • Meals > Times
      • Meals > Eligibility Report
      • CACFP - General Information
    • Connect Tab
      • Connect > Communication
      • Communication Setup and Functionality
      • Connect > Announcements
      • Connect > Social
      • Connect > Calendars
      • Connect > Documents
      • Connect > Links
      • Connect > Daily Sheets
      • Connect > Daily InSite Timeline
    • Approvals Tab
      • Approvals > Child
      • Approvals > Vacation
      • Approvals > Registrations
      • Approvals > Wait List
      • Approvals > Program Change
    • Reports Tab
      • Reports to Get You Started
      • Reports > Program
      • Reports > Payment
      • Reports > Child
      • Reports > Misc
      • Reports > Misc - Creating a Child Directory
      • Reports > Batch Job Audit
      • Reports > Room/Program
        • Attendance Reports
          • Attendance- Absent Days Taken- Excel (Activity ID 966)
          • Attendance- Absent Roster - PDF (Activity ID 1031)
          • Attendance- Active Not Attending - PDF (Activity ID 632)
          • Attendance- Actual Attendance AM/PM - Excel (Activity ID 1216)
          • Attendance- Agency Attendance Detail - Excel (Activity ID 587)
          • Attendance - AM-PM Month Counts - Excel (Activity ID 1217)
          • Attendance- Arizona DES SignIn/SignOut Report - PDF (Activity ID 1630)
          • Attendance- Attendance Audit - Excel (Activity ID 1516)
          • Attendance - Attendance Log - PDF (Activity ID 601)
          • Attendance - Attendance Statistics Summary - Excel (Activity ID 543)
          • Attendance- Attendance Termination - Excel (Activity ID 967)
          • Attendance- Attendance/Term Exception - Excel (Activity ID 516)
          • Attendance - Audit Trail - Excel (Activity ID 1092)
          • Attendance- Center Attendance Summary - Excel (Activity ID 403)
          • Attendance- Child Attendance (Actual Agency) - PDF (Activity ID 559)
          • Attendance- Child Attendance Detail (Version 2) - Excel (Activity ID 969)
          • Attendance- Child Attendance Detail - Excel (Activity ID 541)
          • Attendance- Child Attendance Reconcile Summary - Excel (Actvity ID 522)
          • Attendance- Child Withdrawal Detail - Excel (Activity ID 589)
          • Attendance - Class Count (Version 2) - PDF (Activity ID 725)
          • Attendance - Class Count - PDF (Activity ID 723)
          • Attendance- Classroom Assignments- Excel (Activity ID 815)
          • Attendance- Classroom Assignments - PDF (Activity ID 1587)
          • Attendance- Discharge Report - Excel (Activity ID 406)
          • Attendance - Enrolled and active Children with no schedules (Activity ID 1563)
          • Attendance - Food Attendance - Excel (Activity ID 711)
          • Attendance- Head Count - PDF (Activity ID 563)
          • Attendance - Head Count Center - PDF (Activity ID 905)
          • Attendance- SSH - Student Schedule Summary
          • Attendance - Weekly AM/PM Attendance - Excel
          • Attendance- Weekly Schedule By Name - PDF (Activity ID 561)
          • Attendance - Child Care Aware of America Attendance Sheet - PDF
          • Attendance - Attendance with Check-In Questions
        • Child/Family Reports
          • Child/Family - Arrival/Departure - Excel
          • Child/Family- Child Birthday Information - Excel
          • Child/Family- Child Directory Detail - Excel
          • Child/Family - Child Supervision Record - Excel
          • Child/Family- Third Party Children - Excel
          • Child/Family - Transition Report
        • Collection Reports
          • Collection - Center Copay Collection Summary - Excel
          • Collection- Center Copay Discount - Excel
          • Collection- Missing Invoice Report - Excel
        • Enrollment
          • Enrollment - Bi Weekly Schedule - Excel
          • Enrollment - Capacity Enrollment Remaining - PDF
          • Enrollment - Center Weekly Change - Excel
          • Enrollment - Contracted Hours - Excel
          • Enrollment - Days Enrolled - Excel
        • General
          • General - Online
          • General - As PDF - Future
          • Online View with Multiple Semesters Report
          • General - Room Report - As Excel - No Total
          • General - Room Report - As PDF
          • General - Room Report - As PDF (with x)- No Total
          • General - Room Report - As PDF - No Total
          • General - Tournament/Room Report - PDF/Excel
          • Types of Merged Documents
        • Health
          • Health - Allergy & Special Care List - PDF
          • Health - Allergy And Emergency Contacts - PDF
          • Health - Allergy/Alert - Excel/PDF
          • Health - Allergy/Alert - PDF - Full List
          • Health - Child Health Care Addendum - PDF
          • Health - Full Health/Allergy Details For Center - PDF
          • Health- Health Concerns - Excel
          • Health- Health/Allergy - Full List - PDF
          • Health - Immunization (Version 1) - Excel/PDF
          • Health - Immunization - Excel/PDF
          • Health- Immunization - PDF
          • Health - Immunization Missing Report - PDF
          • Health - Immunization Summary - PDF
          • Health - Allergy and Special Care List Without Contact Details
        • Meals
          • Meals - CACFP Eligibility Renewal - Excel
          • Meals - CACFP Enrollment Summary - Excel
          • Meals - CACFP Individual Infant Meal Record - PDF
          • Meals - CACFP Meal Service Action - Excel
          • Meals - CACFP Meal Service No Selections - Excel
          • Meals - CACFP Meals Outside Scheduled Time - Excel
          • Meals - CACFP Milk Usage Calculator - Excel
          • Meals - CACFP Participants Roster - PDF/Excel
          • Meals - Food Production - Excel
          • Meals - Food Program Weekly Tally Sheet
          • Meals - Meal Attendance Record - All Versions
          • Meals - Meal Count and Attendance Sheet with Summary Tabs
          • Meals - Meal Served By Day - PDF
          • Meals - Monthly Food Spreadsheet - Excel
          • Meals - Time Meal Served - Excel
        • Misc
        • Pick Up
          • Pick Up- Restricted Pickup List - PDF
          • Pick Up- Restricted Pickup List - PDF - Full List
        • Roster Reports
          • Roster - Activity Roster (Version 2) - Excel/PDF
          • Roster - Session Roster - Excel
        • Sign-In Reports
          • Sign In - Attendance with Symptoms Record - Excel
          • Sign In - Bi Weekly Sign In - PDF
          • Sign In - Center Sign In - Excel
          • Sign In - Center Sign In For Week - PDF
          • Sign In - Center Sign In Ver 2 - PDF
          • Sign In - Center Signin - PDF
          • Sign In - Daily Alt Sign In - PDF
          • Sign In - Daily Alt Sign In - PDF - By Grade
          • Sign In - Daily Group Sign In (Compressed) - PDF
          • Sign In - Daily Sign In - Excel - By Grade
          • Sign In - Daily Sign In - Excel/PDF - By Name
          • Sign In - Daily Sign In - PDF
          • Sign In - Daily Sign In/Out by Age - Excel/PDF
          • Sign In- Daily Signin For Week - PDF
          • Sign In- Daily Signin For Week - PDF Version 2
          • Sign In - Kiosk Sign In/Out Sheet - Excel/PDF
          • Sign In - Sign In/Out Sheet (Version 3) - PDF
          • Sign In - Weekly Sign In (Version 2) - Excel/PDF
          • Sign In - Weekly Sign In (Version 3) - Excel/PDF
          • Sign In- Weekly Sign In (Version 5) - Excel****
          • Sign In - Weekly Sign In/Out W/AM-PM Verification - Excel/PDF
          • Sign In - Weekly Sign In/Out - Ontario - Excel/PDF
          • Sign In - Weekly Sign In/Out - Period - PDF
        • Staff Reports
          • Staff- CACFP Weekly Time Sheet
          • Staff- Teacher Attendance Detail - Excel
          • Staff- Teacher Attendance Detail - PDF
          • Staff- Weekly Payroll - Excel
        • Third Party Agency
          • Third Party Agency- CCIS Pelican - XML
      • Reports > Financial
        • Adjustments Reports
        • Aging Reports
          • Aging - Family Aging Report - Excel/PDF
          • Aging - Family Aging Report - Excel One Tab
        • Balance and Collection Reports
          • Balance and Collection- Accounts Receivable Report - Excel
          • Balance and Collection- Accounts Receivable Report - PDF
          • Balance and Collection - Balance Due Report
        • CCRL Reports
        • Deposit Reports
          • Deposit - Deposit By Type Report
        • Detail Reports
        • Export/Upload Reports
          • Export/Upload- Quick Books General Journal Export
        • Misc Reports
          • Misc - Charges and Credits by Family Center - PDF
          • Misc - Weekly Indicators Report - Excel
        • Payments Reports
          • Payments - Unallocated Third Party Payment Report - Excel/PDF
        • Payroll Reports
        • Revenue
        • Roll Forward Reports
    • Staff Tab
      • Staff > Staff List
        • Staff > Staff List
        • Staff > Staff List, Adding/Editing Staff Records
        • Staff > Staff List, Adding/Editing Staff Records - Attendance
      • Staff > Staff Availability
      • Staff > Create Schedule
      • Staff > Preview Schedule
      • Staff > Print Schedule
      • Staff > Payroll Period
    • Setup Tab
      • Setup > Semester
        • Semester Summary
        • Cloning a Semester
        • Setup > Semester
        • Setup > Semester, Room/Program
        • Setup > Semester, Semester Participant
        • Setup > Semester, Semester Family
        • Setup > Semester, Semester Family & Room/Program
        • Semester Down Payment Information
      • Setup > Classroom
        • Setup > Classroom
        • Creating Rooms
          • Changing Program Capacity
          • Creating a Reoccurring Billing Classroom
          • Creating an Event
          • Creating a Wait List Room
          • Creating Parent Managed Registration & Calendar Rooms
          • Parent Managed Room Availability
          • Creating Camp Rooms
          • How to Clone a Room/Program
          • Registration Fee Examples
          • Setup > Classroom, Room Types
          • Setup Room Times
          • Removing a Program from Displaying
        • Creating or Editing a Category
        • Creating a Category Group
        • Setting Up Attendance Groups
        • Setup > Room, Category- Upload a Category Picture
        • Setup > Room, Category - Registration Setup
        • Setup > Room, Category- Registration Confirmation Questions
        • Setup > Room, Room/Program- (View Semester)
          • Setup > Room, Room/Program (View Semester)
          • Room/Program - (View Semester), Availability/Camp Days
          • Room/Program- (View Semester), Registration Setup
          • Room/Program- (View Semester), Registration Exceptions
          • Room/Program - (View Semester), Plan Options
        • Setup > Room, Room/Program - Upload a Classroom Picture
        • Setup > Room, Room/Program- Extra Program Registration Info
        • Setup > Room, Room/Program- Extra Fee Setup
      • Setup > Classroom Summary
      • Setup > Rates
        • Setup > Rates
        • Setup Scholarships
        • Setup Rate Category
        • Setup Rate Offset
        • Setup Discounts
        • Setup > Coupons
        • Setup > Rates, Update Rate
        • Setup > Rates, Setup Pre-bill
        • Company Rate Export Sheet
        • Rate Sheet Import
        • Dynamic/Sibling Rates
      • Setup > Fees
        • Setup > Fees, Returned Payment Fee
        • Setup > Fee, Late Pickup Fee
        • Setup > Fees, Late Payment Fee
        • Setup > Fees, Registration Fees
      • Setup > Vacation
      • Setup > Third Party
      • Setup > Schedule
      • Setup > Bus
      • Setup > Health
      • Setup > Checklist
      • Setup > Daily InSite, Add New Daily InSite
      • Setup > Daily InSite, Add Check-In Questions
      • Setup > Admins
        • Setup > Admin
        • Admins > Add New Administrator
        • Admins > Setup Roles
          • Setting Up or Editing Roles
          • Admin Activities (Permissions)
        • Admins, Setup Groups
      • Setup > System Config
        • System Config > General Config, Statement
        • System Config > General Config, Daycare Works Family
        • System Config > General Config, Integration/Gateway OCN
        • System Config > General Config, Miscellaneous
        • System Config > General Config, Registration
        • System Config > Extended
        • Setup > System Config, API
        • Setup > System Config, Authorization
        • Setup > System Config, CACFP
        • Setup > System Config, Credit Cards
        • System Config > Data Fields
        • System Config > Door Controller
        • Setup > System Config, Email
          • System Config > Email
          • Creating/Editing Email Templates
          • Sample Email Templates
        • System Config > Text Message
        • System Config > Notification
        • System Config > FTE
        • System Config > GL Builder
        • System Config > Registration
        • System Config > Registration, Reconfirmation Text
        • System Config > Payments
        • System Config > Auto-Pay
        • System Config > Report
        • System Config > Reporting Groups
        • System Config > Social
        • System Config > Statement
        • System Config > Storage
        • System Config > Tax
        • System Config > Training
        • System Config > Incident Fields
        • System Config > Child Docs
        • System Config > Mobile Apps
        • System Config > Connect Portal
        • System Config > Connect Portal, Create Connect Portal User Names
        • System Config > Valid Values
        • System Config > Valid Value, Adding Role Limits for Valid Values
        • System Config > Valid Values, Type - Fee Setup
    • How to Setup and Use Single Sign-On
  • Setup Shortcuts
    • Registration Setup
      • Registration Setup Checklist
      • Room- How to change a registration fee
      •  Registration Page Overview
      •  Basic New Registration Process
    • Adding Families to the System
      • How to add a new family from the admin side
    • Initial Kickoff Activities
      • Kickoff Checklist
      • Post-Kickoff Activities
      • Training Checklist
    • Setting Up a New Center
    • Go-Live User Checklist
    • How To Setup Brands, Divisions, and Districts
  • InSite Applications
    • InSite Classroom Application
      • InSite Classroom Overview
      • InSite Classroom - General Navigation
      • InSite Classroom - Menu Options, Live View
      • InSite Classroom - Menu Options, Today's Daily InSites
      • InSite Classroom - Menu Options, Main Attendance
      • InSite screenshot - Take Attendance Overview
      • InSite Classroom - Take Attendance, Check In/Out
      • InSite Classroom - Take Attendance, Delete Attendance
      • InSite Classroom - Take Attendance, Move
      • InSite Classroom - Take Attendance, Present
      • InSite Classroom - Serve Meals
      • InSite Classroom - Record an InSite
      • InSite Classroom - Add a Note
    • InSite Check-In Application
      • InSite Check-In Overview
      • InSite Check-In - Parent Options
      • InSite Check-In - Parent Options, QR Code Check In
      • InSite Check-In - Staff Options
      • InSite Check-In - Application Check-in Logic
    • InSite Parent Application
      • InSite Parent User Guide
      • InSite Parent - Pay Now
      • InSite Parent - Profile
      • InSite Parent - QR Code
      • InSite Parent - Registration
      • InSite Parent - Check In/Out
      • InSite Parent - Settings
  • Parent Portal
    • How to setup the Parent Portal Role
    • Parent Portal Overview
    • Parent Portal - Announcement
      • Parent Portal - Announcements
    • Parent Portal - Make Payment
      • Parent Portal - One Time Payments
      • Parent Portal - Make Payment - Outstanding Balance
    • Parent Portal - Statements
      • Parent Portal - Statements
      • Parent Portal Statements - Printing Statements
    • Parent Portal - Attendance/Schedule
      • Parent Portal - Attendance
      • Parent Portal - Room Change or Cancellation Request
      • Parent Portal - Selecting Days from a Parent Managed Calendar
      • Parent Portal - Requesting Vacation Days
    • Parent Portal - Personal
      • Parent Portal - Personal
      • Parent Portal - Adding Immunization Detail
    • Parent Portal - Registration
      • Parent Portal - Registration
      • Registration - Reconfirmation Text
    • Parent Portal - Store
    • Parent Portal - Volunteer
    • Parent Portal - Calendar
      • Parent Portal - Calendar
    • Parent Portal - Camps
    • Parent Portal - Communication
      • Parent Portal - Communication
    • Parent Portal - Auto-Pay
      • Parent Portal - Auto-Pay
    • Parent Portal - Daily InSite
      • Parent Portal - Daily InSite
    • Parent Portal - Account
      • Parent Portal - Password Reminder
      • Parent Portal - Account Screen
      • Parent Portal - Preferred Language
    • Parent Portal - Parent Managed Tip Sheet
  • Teacher/Staff Portal
    • Teacher/Staff Portal - Setup
    • How to authorize staff to see students in the Teacher/Staff portal
    • Teacher/Staff Portal Overview
    • Teacher/Staff Portal - Announcement
    • Teacher/Staff Portal - Classroom List
    • Teacher/Staff Portal - Semester
    • Teacher/Staff Portal - Programs
    • Teacher/Staff Portal - Directory
    • Teacher/Staff Portal - Schedule
    • Teacher/Staff Portal - At a Glance
    • Teacher/Staff Portal - Staff Schedule
  • Registration Information
    • Registration/Enrollment Errors
    • Setting up E-Signatures for Registration
    • Enabling Document Upload During Registration
    • Room Not Displaying on Registration
  • How To's
    • Billing
      • How to Reconcile With Tuition Express
      • Billing- Transactional versus Defined
      • Billing - How to run defined billing
      • Billing - How to run transactional billing
    • Family
      • Creating Mailing Labels
      • Family- How to add a day for a child from a parent managed calendar
      • Family- How to add a contact as a payer
      • Family- How to delete a family
      • Family- How to withdraw a child
      • Family- How to add a contact from the admin side
      • Family- How to handle a family that opts out of receiving emails
      • Family - Child Attendance Codes
    • Financial
      • Financial- How to pull a payment report for a day, month, quarter
      • Financials- How to send invoices
      • Financial- How to add a late fee to multiple family accounts
      • Financial- How to create a PDF copy of statements for families
      • Financial- How to process a refund
      • Financial- How to setup a convenience/service fee for electronic payments
      • Financial- How to add a coupon for a specific program/room assignment
      • Financial- How to add an additional discount to a child
      • Financial- How to run an aging report
      • Financial- How to write off bad debt
      • Financial- How to add or update a check unlock code
      • Financial- How to add or update a discount associated to a child
      • Financial- How to record a credit card or ACH payment for a family in the system
      •  Financial- General Ledger Account Example
      • Financial- How to mark a payment as returned
      • Rates- How to reactivate a rate
      • Financial- The family does not see a credit card or ACH refund to their account.
      • Financial- How to collect a payment for a prepay deposit (security deposit)
      • Year End Tax Statements
        • Year End Tax Statements - Review Payment Valid Value Setup
        • Year End Tax Statements - Sending Tax Statements By Email
        • Year End Tax Statements - Printing Tax Statements
        • Year End Tax Statements - Self Serve Statements, Parent Portal
      • Financial- How to add a fee/adjustment to multiple families within a room
      • Financial- How to change a room's default revenue type
      • Financial- How to charge for unscheduled attendance
      • Financial - How to upload payments
      • Financial- Receipting Prepay Deposits from the Make Payment Screen
      • Financial- How to record a prepay (security) deposit payment
      • Financial- How to limit rates that display on the admin side when adding programs for children
  • Integrations
    • Texting Integration Information
    • One Call Now Integration
    • Missouri Attendance Integration
  • Import Detail
    • Family Import Sheet
    • Rate Import Sheet
    • Semester Import
  • Batch Jobs
    • CardConnect Returned Payments Batch Job
  • Video Demos
    • InSite Application Videos
      • InSite Classroom
        • InSite Classroom - Add a Note Video
        • InSite Classroom - Serve Meals Video
        • InSite Classroom - Take Attendance Video
    • Provider Admin Site
      • Third Party Payment Video
  • Full PDF Download
  • Home
  • System Walk-Through
  • Setup Tab

Setup > System Config

System config allows admins to set system wide settings. These settings should typically only be adjusted at the business level.

System Config > General Config, Statement

System Config > General Config, Daycare Works Family

System Config > General Config, Integration/Gateway OCN

System Config > General Config, Miscellaneous

System Config > General Config, Registration

System Config > Extended

Setup > System Config, API

Setup > System Config, Authorization

Setup > System Config, CACFP

Setup > System Config, Credit Cards

System Config > Data Fields

System Config > Door Controller

Setup > System Config, Email (3)

  • System Config > Email ()

  • Creating/Editing Email Templates ()

  • Sample Email Templates ()

System Config > Text Message

System Config > Notification

System Config > FTE

System Config > GL Builder

System Config > Registration

System Config > Registration, Reconfirmation Text

System Config > Payments

System Config > Auto-Pay

System Config > Report

System Config > Reporting Groups

System Config > Social

System Config > Statement

System Config > Storage

System Config > Tax

System Config > Training

System Config > Incident Fields

System Config > Child Docs

System Config > Mobile Apps

System Config > Connect Portal

System Config > Connect Portal, Create Connect Portal User Names

System Config > Valid Values

System Config > Valid Value, Adding Role Limits for Valid Values

System Config > Valid Values, Type - Fee Setup

About this Article
  • Created: 07/02/2022 10:08 pm EDT
  • Last updated: 07/02/2022 10:08 pm EDT
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