System Config

Adding role limits to valid value type - fees and type - payments allow a center to control access to values based on assigned user role. For example- if a role has the allowed field set to no, users assigned to the role will not be able to see th...

How to Setup a Type - Fee Valid Value : The Type – Fee valid value allows centers to setup fees or charges that will be assigned to a parent's financial ledger. Setting up a Type – Fee valid value is necessary for coupons to be able to determin...

Selecting this option will create user names for guardians that do not currently have one created. The user name is generated based on the User Name Format field. Please Note : User names in the system prior to this batch job will not be updated ...

Use the System Config > Connect Portal screen to choose which options to display or be removed from the Parent Portal (family.daycareworks.com or connect.schoolcareworks.com). Important : Click the Actions Menu to Create Connect Portal User N...

The System Config > Mobiles Apps screen allows admins to change various settings on the InSite applications. InSite Check-In Allow Non-Scheduled Check IN - this determines if children will be able to check in using the Select app when t...

The Documents/Checklist screen from the Children tab allows users to upload student-specific documents into the system. Administrators can create a list of required documents for students meeting certain criteria, such as the center they attend, age...

The Incident fields screen allows for customization of the incident form on the child screen of the family record. From the Setup menu, select the System Config option. Then select the incident fields tile. Most fields can be deleted ...

Training sessions can be setup and tracked within the system. See below to setup the training category and to record a training course. Setup Training Click Setup from the menu, then choose System Config. Select Training Complete the...

Setting up taxes in the system allows centers the ability to charge families taxes on registration and tuition for classrooms and events. These taxes can be associated to specific centers, states, brands, divisions, or districts based on ordinances....

The Setup > System Config > Storage screen allows for integrations with a third party storage site. Options: No external system: locally Microsoft Sky Drive Amazon S3 Google Cloud Storage From the Setup menu, select ...

The System Config > Statement screens allows administrators to change what is displayed on the Family's Financials tab and the billing statement. From the Setup > System Config menu, select Statement For each configuration opti...

From the setup > system config drop down menu, select the Social option. On the Social screen enter a test Tweet. Enter text, then press TWEET- whatever text is typed here will display on the feed of the linked account once authorizat...

Reporting Groups allows for site administrators and staff to group families together that need to be tracked for outstanding balances. Adding a New Reporting Category Click Setup from the menu. Select System Config, then choose Reporting Gro...

The System Config > Report screen allows administrators to choose which reports will be available within the system for all users. Select Setup from the menu, click System Config. Then select the Report option On the Report List, se...

Processing auto payments in the system allows administrators the ability to charge and collect money from parents that have an auto payment setup. Parents can add auto-pay information from the parent portal or admins can add a payment method from th...

Click Setup, then select System Config Select the Payments tile Complete necessary Payment Configuration fields General Allow payment method sharing between parents - allows or disallows sharing of payment methods...

If you want parents to confirm information on their account is up to date prior to registration (or at any point) this can be done by entering a reconfirmation date and text into the system under Setup > System Config, Registration. Then se...

The Setup > System Config, Registration tile allows users to customize the family registration experience. Watch this short video to learn how to setup drop-down registration. Click Setup, then select System Config. Click the Regist...

The general ledger builder allows users to create short codes that attach to valid values. When this is done, the system can pull details for how a revenue or payment type valid value should be classified. From the setup menu, select system...

Setting up FTE in the Platform allows businesses the ability to track full time equivalency credits for children in the Platform. The allows a center to know the relative capacity of a center based on both full and half time children attending progr...

Notifications in the system can come in the format of email communication or eventually texting or phone calls (through additional third party setup). To view the types of emails that are sent out automatically from the system- when, from who, t...

The Text Message screen is where API information can be added for texting integration. To enable text messaging with parents, a third party vendor is needed. For more information on the vendors and required information, click here . Setting Up ...

Email Templates Email templates can be setup by going to setup > system config, once on the system config page select the Email option. Under the Setup Email Templates area select the template type you would like to create from the drop-down ...

Email templates are messages that are created by administrators and have the ability to be sent from the Connect > Communication screen. Click Setup, then select System Config Click the Email tile Click Custom Email Te...

All email messages sent from DayCare Works/SchoolCare Works are sent using 'no-reply1@procaresoftware.com'. If you would like system emails to be sent from a specific email address, you must enter a self-run SMTP server configuration on the System C...

From the Setup menu, select System Config Then select the Door Controller tile- Select the Add New Door Controller Relay link- Enter Door Controller detail, then press Save- To Setup the Door Controller- Connect to the m...

The Data Fields screen assists with customizing the center’s registration screen, this includes setting up an additional language. Parents have the ability to view the Parent Portal and New Family Registration in Spanish or French. Prior to this, ...

The credit card section allows a site to select the type of cards sites/centers are allowed to process. From the Setup menu, select System Config Then click the Credit Cards tile Select each of the card types the center will ...

This article will walk through the different setup screens for CACFP. Click here for general information regarding CACFP. Setup Income Guidelines Each income year must be added with thresholds for income. This allows families to be classified ...

The Authorizations option will be used if a business is going to integrate with an Active Directory. This information will be how users are able to access the site without a separate login to DayCare Works or SchoolCare Works. Note: This feature...

The API section of the setup screen will display all devices that are accessing your center's information via the InSite Check-In or InSite Classroom applications. From the Setup menu, select System Config, then select API Setup API sh...

Valid Values allow users the ability to customize specific drop-down lists in the system. These valid values may be associated to children, businesses, guardians, or financial information. Add/Update Valid Values Click Setup, then select S...

Setup > System Config, General Config allows administrators to set generic settings for the business level or center level. Accessing the Settings From the Setup menu, select System Config Click General Config Select ...

The Extended configuration screen allows a site to set generic settings. This will be the first place to visit upon first login. Navigate to the Extended screen by clicking Setup, then select System Config. Once the Extended tile is selected, th...

Setup > System Config, General Config allows you to set generic settings for your site. This will be the first place you want to visit once you have logged in. From the Setup menu select the System Config option Then select the General ...

Setup > System Config > General Config allows users to set generic settings for their site. This will be the first place to visit once a new center is created. Click Setup, then select System Config Select General Config ...

From the Setup menu, click System Config Then select the General Config tile The Statement tab will display. Complete the options in the Statement/Payment Configuration section Tax ID - enter the business tax identifica...