Ability to track staff phsysical, first aid training, and CPR training dates against employee profile and generate a report on this to identify those needing to update. See sample from CCM for all key dates which includes DOB.
Ability to review and save submitted form details and documents to family portfolios or request updates to correct certain details before resubmitting.
Ability to manage withdrawal reason options from the corporate portal
1.When a lead status is changed to 'Lost', the user is required to choose a reason from a corporate managed drop-down list 2. If a 'withdrawal date' is added to a student profile, the use is required to choose a reason from a corporate managed dro...
Ability to designate if a custom field created within the corporate portal should be a mandatory field within the schools
As Primrose corporate, I need to make sure that our schools are tracking the necessary data for Leads, Students, Parents, and Staff. Priority is mandatory fields in Lead Profile.
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Planned