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Bulk Download Data

With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Student Data 4 Future consideration

Observation dates added to Portfolios

A longstanding complaint is that student portfolios do not actually include the dates for individual Observations. The date range for portfolios is not sufficient in the customer's opinion to provide the information they want to show parents. Cust...
Jesse Hartman 27 days ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Add Staff Signature Option When SISO/Transfer Students

A center was recently cited by their state for R9-5-306 #1 which states that the attendance form is signed with at least a first initial of an individual 's first name and the individual's last name by each enrolled child's parent or individual de...
Taylor Swaney 9 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0 Future consideration

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Notification email upon creation of lead from registration

Customer reported that when a new lead is created from a registration form, a notification email is not sent out. The lead status has to be manually changed to a different status, and then changed back to trigger the notification email being sent....
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Notifications 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 12 months ago in Online Ideas Workspace / Other 0

Added features to Procare Engage Staff clock-in to allow staff to select specific funding sources for their shift to be costed to.

We would love to be able to use the Procare Engage staff clock-in through the Engage app, but we can not because the staff can only choose their classroom when clocking in through Procare Engage. In Procare Check-in we are able to set up grant and...
Guest 9 months ago in Online Ideas Workspace 0

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson over 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection / OL - Student Data 0 Future consideration

The Ability to add Staff members in a bulk upload.

I've had several centers with over 20 staff members. Giving them the option to add their staff members to a spreadsheet and bulk upload them to their account, would be nice and helpful too for multiple locations.
Esmeralda Serrano over 1 year ago in Online Ideas Workspace / OL - Staff Data 1 Future consideration

Emergency Slider for Carer Records at Engagement Schools

The Emergency slider on parent records for Engagement schools is not able to be turned on or off, and that designation is not synced from Desktop. It would be helpful to either enable the sync for this status from Information in Relationships in D...
Shannon Nowak about 1 year ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review