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
Name: Name of the site
License Type
Phone, Address, Zip code, City, State
FIPS
Tax ID
QRIS
Accreditation Status
Default Account: determines billing account associated with the site
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
1.1 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
1.2 Classrooms
Allows administrative users to add and modify classrooms within the site.
To add a new classroom:
Select New
Fill out form:
Name: name of classroom.
Mental Health Consultation Services: toggle to allow MHCS.
License List: will default to care type of site but can be changed per classroom.
Capacity: set child capacity.
Schedule Template: select default schedule template when enrolled in this classroom.
Staff Capacity.
Description.
Select Save when complete.
To modify a classroom, select the name then Edit. Save when completed. To delete a classroom, select Delete.
1.3 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.
1.4 Data Integration
Applicable to agencies that are linked to other agencies using CC3.
1.5 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.