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InSite Provider Application - dyzz9obi78pm5.cloudfront.net · InSite Provider Application User...

Date post: 04-Jan-2019
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1 | Page InSite Provider Application User Guide Simplify your center management with Cirrus Group LLC’s InSite Provider edition for iPad. This app is designed for a streamlined, quick and easy way for your administrators and staff to access the important features of the Provider Editions of DayCare Works, SchoolCare Works and RecCare Works at your points of service, or wherever you need. Information is automatically linked to your Cirrus Group LLC hosted applications with real-time information updates and reporting capabilities Logging In To Login to the application enter the username and password used to sign in to DayCare, SchoolCare or RecCare works then select Login. Using the Application Home/Summary The Home/Summary page displays several important metrics, staff will be able to see any daily tasks that must be completed, see live rations for children to staff and will have access to various charts. View only view of current classroom ratios: Red- Not enough Teachers White- In Balance Green- Surplus of Teachers Menu Bar Driven by checklists made available to staff The charts area visually displays data for the day including: Sched/Here-view number of students scheduled vs. present Daily To-Do- view changes/registrations that need to be processed for the day Birthdays Meals- Number of meals
Transcript

1 | P a g e

InSite Provider Application User Guide

Simplify your center management with Cirrus Group LLC’s InSite Provider edition for iPad. This app is

designed for a streamlined, quick and easy way for your administrators and staff to access the important

features of the Provider Editions of DayCare Works, SchoolCare Works and RecCare Works at your

points of service, or wherever you need. Information is automatically linked to your Cirrus Group LLC

hosted applications with real-time information updates and reporting capabilities

Logging In To Login to the application enter the username and password used to sign in to DayCare, SchoolCare or

RecCare works then select Login.

Using the Application

Home/Summary The Home/Summary page displays several important metrics, staff will be able to see any daily tasks

that must be completed, see live rations for children to staff and will have access to various charts.

View only view of current

classroom ratios:

Red- Not enough

Teachers

White- In Balance

Green- Surplus of

Teachers

Menu Bar

Driven by checklists made

available to staff

The charts area visually displays

data for the day including:

Sched/Here-view number of

students scheduled vs.

present

Daily To-Do- view

changes/registrations that

need to be processed for the

day

Birthdays

Meals- Number of meals

served

2 | P a g e

Click on the Menu bar to navigate to the Attendance, Meals, Directory or Daily InSite screens.

Attendance To navigate to the attendance screen from the home screen select the menu bar located on the top left

side of the application.

Once the toolbar has expanded, select the Attendance option.

3 | P a g e

On the Attendance screen the user will select the room attendance will be taken for.

After the room has been selected the user can Check In students or staff.

4 | P a g e

Select each student’s name from the Not Here section (this can be done individually or as a group) then

select Check IN:

Select the Check IN time then select Submit:

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The Feedback Information box will open and display the status of each child’s Check IN. Select OK to

continue.

The child has been Checked IN-

When a bell is present over a child’s icon, the child needs to be marked as present. The default setting

for visual checks throughout the day is every 30 minutes.

To mark the child as present select the child’s name and then select the Present button. This can be

done individually or as a group. Once the Present box opens either select Yes, mark Present or No, Stop.

If completed a Success box will open showing the process has been completed.

6 | P a g e

To Check In staff select the Staff icon on the top right of the screen, the process for checking staff into

the classroom will be the same as checking in students. Staff will not need to be marked present.

To move students or staff between rooms select the name of the students or staff that need to be

moved, then select Move.

7 | P a g e

To toggle between classrooms, select the name of the classroom located on the top left of the screen.

The room box will open, to scroll through the names of the classroom swipe up or down in the box.

Select the name of the next classroom attendance will be taken for.

8 | P a g e

Meals To navigate to the Meals screen select the menu bar located on the top left side of the application.

Once the toolbar has expanded, select the Meal option.

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The first step will be to select the name of the room meals will be served in.

Next, select the meal that will be served.

The names of the children currently checked into the selected classroom will appear on the page.

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Tap on the names of the children that will be receiving or not receiving a meal, then select Serve,

NotServe or Remove.

A green thumbs up will appear next to children who have been served, a red thumbs down will appear

next to children who have been Not Served.

To toggle between rooms or meals select the name of the room or meal, a box will appear for selection

of a new room or meal.

11 | P a g e

Directory To navigate to the Directory screen select the menu bar located on the top left side of the application.

Once the toolbar has expanded, select the Directory option.

12 | P a g e

Select a Room from the Rooms screen.

The names of the children associated with the room will appear, click on the name of a child to view

their directory information.

13 | P a g e

On this screen the Daily InSites, Guardian and Contact information can be viewed.

14 | P a g e

Select View Daily InSite button to see the related detail for a child, the information available is tied to

setup completed on the desktop site during configuration.

To toggle between categories select the top left square, swipe up and down to view all category options.

When finished viewing Daily InSites, select the Back option located in the top left corner.

15 | P a g e

Daily InSite To navigate to the Daily Insite screen select the menu bar located on the top left side of the application.

Once the toolbar has expanded, select the Daily Insite option.

Select the room InSites will be recorded for.

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Next to the room option will be the category of InSite, to toggle between options select the dropdown

arrow.

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InSites can be recorded for individual or groups of children, select the names of each of the children

then select Add Attribute.

Enter a description of the attribute, when finished select Add.

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Continue to add Attributes, or add photos. To add a Photo select the Photos area

Select Use Camera to take a new photo or Photo Library to select a photo from the camera roll. Once

added select Upload.

When finished updating the InSite select Submit. A confirmation box will open, select Continue. Then

press OK.

The application will automatically bring up the option to select a new room to continue adding InSites.


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