Global versus Local Tracking
Tracking Items are set up and managed the same way whether they are considered “global” or “local”. If you have just a single location the only difference is the order in which they appear. Global
items appear before local
ones when you assign them to a family, child, etc. If you have multiple locations you may “expose” global items to particular locations only while local items are unique to their individual school.
- From the Procare Home screen click Configuration > System.
- Go to Data Management > Tracking Items & User Defined Fields.
- Dbl-click either Global Tracking Items or Local Tracking Items.
First Add a Tracking Group
A Group is the overall category for the thing you want to track. If you were tracking income levels then “Family Income” would be the Group and the various income levels would be Items within the Group.
- Click a tab at the top depending on whether these tracking items will apply to the Account (family as a whole), Child, Employee or Vendor.
- To create a new Tracking Group click the top (blank) line and enter a Tracking Group Name like “Family Income”. Then choose whether the Group Type will be Single Item (you can only select one item in the group) or Multi Item (you can select as many as you want for the same family, child, etc.). Then add Tool Tip Text (optional) if more info is needed to explain when to use this group. Then tap Enter to create a new (blank) line.
- If this is Global Tracking click once on the Group Name to select it then click Expose and choose which locations have access to this Group.
- Use the Up & Down arrows to change the Tracking Group order if needed.
Then Add Tracking Items within the Group
Once you’ve got a Group you’ll want to add Items within the Group. These Items will be the things you may assign to specific families, like a range of income levels.
- Begin at the Global Tracking Items screen (continued from above) with your various Tracking Group Names showing.
- Click the plus sign (+) next to the Group to which you want to add Items. This will expand the Group showing you any Items that have previously been entered.
- To add a new Item click the top (blank) line and enter an Item Name. For income levels your first item might be called “Zero to 12,000”.
- Set a Usage Limit (optional) to be alerted when this item has been assigned to more than a certain number of people. Click once in the Usage Limit box. Remove the check from “Unlimited Use”. Enter the number of times this item may be assigned before being warned.
Note 1: For multiple locations the limit is combined. If the limit were 24 and the item were exposed to 3 locations, then a combined total of 24 people could be assigned from those locations (i.e. 8 from each or any combination that equals 24).
Note 2: The Usage Limit alerts you when a Tracking Item is assigned to more than the specified number of people. You may also choose to be alerted in advance (as you approach the limit. See "Nearing Usage Limit" under Regional & School Options.
- Enter Tool Tip Text (optional) if this item needs further explanation for staff members who will assign it to people.
- Tap Enter (on your keyboard) to create a new blank line. Continue adding new items to this group tapping Enter after each one. Use the Up & Down arrows to change their order.
- Click Save. Repeat steps to add new Groups and Items. Then click Exit.
Next: Assign Tracking Items to a Account, Child, Employee or Vendor.