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Online Ideas Workspace

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Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Online - Manage Calendar Parent Notifications

Because calendar entries are entered manually, parents with notifications enabled receive an alert for each event. The school enters calendar events for the entire schools year so this is a lot of notifications. Customer would like a way to tempor...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Calendar / OL - Notifications 0 Future consideration

Online Corporate Calendar Entry

Customer currently uses the Corporate school account to create all communication templates, which schools can then pull into their own accounts. This helps avoid duplicating work across accounts. Customer would like a way to do something similar w...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Calendar 0 Future consideration

Online Corporate Report

Customer would like an Online Corporate report created with the below criteriaThe idea would be to run the report for all locations under that Procare Onlnie Corporate Account. Corporate Reports > Data Viewer > Employee Data > Employee Ti...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0

Lesson Plan Formatting and Request for a Lesson Plan Template Feature

Feedback from BAM 60816591: Could we simplify the lesson plan by using a consistent template, such as the 1-2-3…7 format or by category, every week without making changes? The current design presents an issue: if teachers follow your suggested met...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 1

Allow Engage Parents to view Deactivated Students

At this time in the Desktop to Engage platform if an Enrolled student's status is changed to another status, for example Inactive or Graduated, a parent can no longer view the historical information available for the child like Billing and Photos....
Lexi Hueseman almost 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern 10 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Add additional activities o the Activity Dashboard

Customer woudd like additional activities to be added to the activity dashboard.The end goal would be to ensure that their staff are reminded to send x amount of x activity types per day.
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Daily Activities 0 Future consideration

Flu Immunization

Flu Vaccine requirements are typically that the vax is administered in September for that year's coverage. It becomes difficult in Procare Online to configure this, as an example, a vax administered in June will not satisfy the yearly requirement.
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Student Data 2 Already exists