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JotForm Integration: Allow for more than 1 active form

(for the customer-funded team)Kama'aina currently utilizes the JotForm integration.Right now the integration allows for one active form at a time.Before too long they would like to add at least a 2nd active form.This way they can have at least 2 r...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 Future consideration

All payment declines should show on the Ledger - Desktop

Currently, not all payments show in Desktop.This can be due to a POS Transaction being run and being automatically declined, a parent payment being declined due to insufficient funds, etc. This leads to confusion between parents and staff and also...
Beth Carlin over 2 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

User/School Permission for Show/Hide Charge Descriptions

Customer has schools on shared IKNThey want to allow users access to Charge / Credit Descriptions, but they want users to only be able to access and edit/hide for their own locations. If they have access to schools A and B, they can edit and hider...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 1 In Review

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean databa...
Chanel Carrigan over 2 years ago in Procare Desktop / Internal Facing 3 Already exists

Attendance report grouping

Spoke with Ted from 27111297, he was trying to pull a Monthly Attendance Report for March of last year for licensing purposes and grouped it by "Primary Classroom." However, this grouping will put children in classrooms they are in now, rather tha...
Red Lake over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Add multiple tables to Data Viewer (Account and Child)

Customer currently can only run data viewer reports by pulling account level info OR Child info. Customers want more flexibility with creating reports that have all the information for both Account lever items (Tracking, Uder defined, etc) and chi...
Elliott Tarrant over 2 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Auto update Classroom based on Enrollment Status

The customer would like Procare to automatically assign the Classroom alongside the child's schedule. This way, when the new schedule shows a child is scheduled for a new classroom on a new date, the system sees the new schedule and automatically ...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 3 Will Not Implement

Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 1 In Review

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 1 Will Not Implement