Procare Solutions Internal Ideas Portal
Customer Funded Queue
Customer uses a Tracking Item category to determine the number of days they bill a child for. It is configured to have options for various combinations of weekdays, representing the days.
They are asking for a custom corporate level report that will look at an individual month:
identify the number of distinct days that were attended in each week
Week 1, Week 2, Week 3, Week 4 columns would contain the number of days that were attended by the child.
List the Roster (Tracking item) assigned to each child
Calculate the number of days the Tracking Item represents (T, R = 2 days, M, W, F = 3 days, etc.)
They want the report to list any child record where:
Tracking Item days is less than the number of distinct days attended on any given week.
They need to be able to identify when children are coming in for more days than their Tracking Item indicates, so that they can adjust billing accordingly for those accounts.
| Product Area | Center Management |
| Are customers at risk of leaving Procare without this item? | No |
| Are customers going to competitors for this item? | No |
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How does this impact the customer's business?
Site-level directors are expected to keep the roster up to date, but sometimes forgets to add days when necessary. Customer does not want site level directors to have access to either the schedule or billing box functions for fear of misuse or errors. When a director doesn't update the roster, children aren't being billed for all of the days that they attended. The customer currently creates a spreadsheet to compare attendance with roster days to identify gaps in billing where they need to collect additional tuition from parents. |
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| Requesting Customer | Never Grow Up Inc. - 23061978 |
