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: income level ranges, marketing, marital status, parent volunteers, bus runs, programs, activities, field trips, allergies, developmental milestones, ethnicity, completion of paperwork or permission slips, etc.

Videos:

Tracking Categories

Tracking Marketing Source

Bus Runs

See Also: Set Up Tracking

Before You Begin

Start by creating tracking categories and the items with each category you wish to track. See: Set Up Tracking

Getting There

Look Up a Family/Child, employee or vendor.

Assign Tracking to a Child or Account

Click the Tracking icon (looks like a list) on the toolbar of the account, child, employee or vendor.

Check off the items that apply to this person or account.
Click Save > Exit.

Report on Tracking

There are several ways to generate reports based on tracking:

Standard tracking reports such as those found under Reports > Standard Reports > Family Data > Tracking.
Using the Filter on other reports (like Rollcall Sheets) to include only persons assigned a particular tracking item or items.
Create your own list using Data Viewer. Start with a typical view like "Child Information (Tracking)".

tags: child tracking, account tracking, family tracking, employee tracking, staff tracking, vendor tracking

Article ID: KB0092 (frmAssignTracking)

Created On: 8/19/2009 11:54:37 AM