Training Checklist
Last Modified on 02/18/2021 10:03 am EST
Training Checklist
Below are the topics that will be covered during setup and training. To get a head start begin walking through the linked pages and engage in some self-discovery.
Make sure to keep track of questions or issues you come across as you are exploring.
Training Type
| Training Time (est)
| Training Activities
|
System Overview & Basic Functions
| 1-1.5 Hours
| - Adding families to the system
- Adding siblings
- Adding parent information
- Accessing the parent portal
- Adding contacts to children
- Setting up an initial program/room assignment
- Basic Reporting
- Reports > Room/Program- student schedule summary- excel
- Reports > Room/Program - child attendance detail- excel
- Reports > Room/Program- Health/Allergy- Full List- PDF
- Reports > Room/Program- Health/Allergy Report for Center- PDF
- Reports > Room/Program- Weekly Roster Summary- PDF
- Reports > Room/Program- Weekly Schedule Roster- PDF
- Reports > Room/Program- As PDF
- Reports > Room/Program- Weekly AM/PM Sign In- PDF
- Reports > Room/Program- Extended Registration Questions- Excel
- Reports > Room/Program- Extended Registration- Excel
|
Room, Semester & Rate Setup | 1-1.5 Hours
| - Setting up categories, rooms & semesters
- Semesters
- Categories
- Rooms
- Recurring Billing Rooms
- Events
- Semester-Room Associations
- Maintenance/Editing Options
- Cloning a classroom or event
- Cloning a semester
- Rates
- Adding/Editing Rates
- Adding/Editing Discounts
- Adding Scholarship Codes
|
Registration Setup & Approval
| 30 minutes-1 Hour
| Settings up required questions Setting up extra program questions Setting up terms and conditions Adding in extra verbiage Registration Start Text At the business level At the category level
Descriptions At the business level At the category level At the room level
Finishing Text At the business level At the category level At the room level
Approving Registrations Registration Reporting - Reports > Room/Program- Extended Registration Questions- Excel
- Reports > Room/Program- Extended Registration- Excel
|
Communications Setup
| 30 minutes-1 Hour
| Setting up email Server Options System Templates Custom Templates
Portal Communications
|
Staff Setup & Scheduling
| 30 minutes-1 Hour
| - Adding admins to the system
- Adding staff to the system
- Setting up User IDs
- Setting up PIN numbers
- Setting up Schedules
- Editing Staff Security
- Adding/Editing Staff Attendance
- Staff Reporting
- Reports > Room/Program, Staff Hours
- Reports > Room/Program, Staff Data
|
Financial Review
| 1-1.5 Hours
| |
Role Setup & Application
| 30 minutes-1 Hour
| Setting up admin roles - Applying roles to admin/staff
|
InSite Applications
*InSite Classroom
*InSite Check-In
*InSite Parent
| 30 minutes-1 Hour
| |