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Approve pickups, emergency contacts, medical records and award letters

  • Director
  • Admin
  • Finance
  • Needs: Approve Communication Items
  • Phone
  • Desktop
  • Draft

School Records lists each child with something waiting, grouped as Emergency Contacts, Approved Pickups, Medical Records and Award Letters.

Steps​

  1. Open Approval Center (Approvals) and tap School Records.
    School Records grouped by type
  2. Tap a child's row.
  3. Decide by type:
    • Emergency contact or pickup: tap the person, then Approve Link for a new person, or Approve / Deny for changed details.
    • Pickup removal: tap the check to Approve Removal (Remove), or the X to Keep Pickup (Keep).
    • Medical record: open it and tap Approve or Deny.
    • Award letter: tap it, then Link to Rate… and pick the scholarship or voucher rate it belongs to, or Deny.
  4. The row clears when nothing is left for that child.

Tips​

  • Award letters are billing documents: Finance and Assistant Directors and above review them.
  • Linked award letters show as "Letter on file" on the child's Recurring Tuition.