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Assign Tracking to Child, Account, Employee, Vendor

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You may assign Tracking Items to each child, account, employee or vendor. Tracking Items are set up as part of the System Configuration and may be used for things like: bus runs, programs, activities, field trips, allergies, developmental milestones and whether certain forms or permission slips have been received.

Getting There

Look Up a Family/Child, employee or vendor.

Assign Tracking to a Child or Account

  1. Click the Tracking icon (looks like a list) on the toolbar of the account, child, employee or vendor.
  2. Check off the items that apply to this person or account.
  3. Hint: To create new items see Set Up Tracking Categories.

  4. Click Save > Exit.

Article ID: KB0092 (frmAssignTracking) Created On: 8/19/2009 11:54:37 AM
 

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