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Online Ideas Workspace

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Map Lead Fields to Existing Items

When customers create a custom field as part of their registration form, they cannot map it to an existing Procare Field.
Zachary Keith over 4 years ago in Online Ideas Workspace / OL - Leads 2 Shipped

Remove sample lesson plans on Parent Engagement accounts

When an PE account is created a sample lesson plan is added. If this is not removed by implementation, the sample lesson plan will send to the parents that are synced.
Chasity Dorsey over 4 years ago in Online Ideas Workspace / Other 3 Shipped

Reporting for Lead Profile Fields

Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
Kelly Kohlhagen 12 months ago in Online Ideas Workspace / OL - Reports 2 Shipped

In Center App-Change the name 'Parent Kiosk' to 'Check-In Kiosk' since it's used for children AND staff

Center's get confused about how to have staff check in/out because it says Parent Kiosk.
Guest over 4 years ago in Online Ideas Workspace / OL - Staff Check In & Timecard 1 Shipped

Send incident report directly

Thought the e-docs would allow you to send the incident report to parents for them to sign. Not download, save, upload, and then send. Can we streamline that at all?
Guest over 4 years ago in Online Ideas Workspace / OL - Daily Activities 2 Shipped

Limit/Restrict Staff Access to Classrooms

Many centers would like to be able to limit what their staff can see and do in the app for other classrooms. They want their staff to only engage with certain students or rooms. BAM 15186000 is one example, coming from Brightwheel, and she says th...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Permissions 1 Shipped

Profile Field Mapping

The new mapping of Lead Profile Fields to Active Student Profile Fields does not create the profile as a Student Profile Field, which has some downstream issues. Lead profile fields that are mapped to student profiles are not reportable with the C...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Student Data 1 Shipped

Adding a Report that shows the students in their rooms and notes the days they are expected to attend.

Each classroom has their own page, and this can be given to each classrooms teacher to easily view who is expected to attend each day. This was previously available on CCM. Similar to roll call but the entire week is listed and shows expected atte...
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 1 Shipped

Arizona DES Report - Show si/so from morning & afternoon on the same line

Client in AZ emailed in asking why students who sign in AM and back in PM have two separate lines of attendance data for the same day and if they could be one line. in the AZ DES report. "If students sign in and out for morning hours and in and ou...
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 0 Shipped

Sort / Change order of Templates

Client notes that they create a large number of templates and would like to be able to sort them Alphabetically or by the Headers: PLAN NAME PLAN PERIOD INVOICE DUE AMOUNT
Jessica Furey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Shipped