Site and Classroom Configurations

The Sites tab allows an administrative user to add and modify site and classroom profiles. Existing sites can be searched by name and status. To create a new site:

Start by opening to Admin Module → Sites
Select New
Fill out fields
1. Name: Name of the site
2. License Type
3. Phone, Address, Zip code, City, State
4. FIPS
5. Tax ID
6. QRIS
7. Accreditation Status
8. Default Account: determines billing account associated with the site
9. Time Zone
Select Save when completed

Once a site is set up, select the site to open the site’s profile to update or add more details.

There are 5 sub tabs in each site’s detail: Profile, Classrooms, Users, Data Integration, and License

1 Profile

Allows administrative users to modify site details including the ability to set status to active/inactive. Select Edit to make changes.

Select Save when complete

2 Classrooms

Allows administrative users to add and modify classrooms within the site.

To add a new classroom:

Select New
Fill out form:
1. Name: name of classroom.
2. Mental Health Consultation Services: toggle to allow MHCS.
3. License List: will default to care type of site but can be changed per classroom.
4. Capacity: set child capacity.
5. Schedule Template: select default schedule template when enrolled in this classroom.
6. Staff Capacity.
7. Description.
Select Save when complete.
To modify a classroom, select the name then Edit. Save when completed. To delete a classroom, select Delete.

3 Users

Allows administrative users to link existing users to a site. Select Link to add users. To remove a user, select the trashcan.

Select user(s) to link then select Save.

4 Data Integration

Applicable to agencies that are linked to other agencies using CC3.

5 License

Allows administrative users to add license(s).

Select + to add additional age group

To modify a license, select the name and Edit then select Save when complete. To delete a license, select Delete.