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Question: How do I create a note?
Answer:
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To create a note in Infocare, select the
Purple piece of puzzle at the top right of your screen (Notes).
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This will open the notes facility screen.
Notes can be general in nature or they can be associated with specific
children or employees. To create a general note, ensure that the
'General Notes" radio button is selected. To create or work with notes
associated with specific children or employees, select the "Child Notes"
or the 'Staff Notes" radio buttons. |
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If you have selected "Child Notes" or
"Staff Notes", select the name of the child or employee that you wish to
create a note for., Click the "Add" button. |
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Enter the subject for this note in the
subject field. |
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If you want to associate this note with a
specific topic, select the topic from the drop down list. Assigning
topics makes it easier to search for and find notes by topics later on. |
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There are some "system defined" topics
already, however, you can specify your own topics if you want. To
specify your own topic, enter the topic you want in the "User Defined
Topic" field. Once you have updated this note, that topic will then be
available for selection in the Topic drop down box just the same as the
system defined topics. |
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Enter the text you require for the
message on this note. |
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You are able to attach multiple files to
each note. For example you may wish to attach a word document or a
picture to this note. To attach a file, click the "Attach File" button,
"browse" for the required file on your computer and then click the
continue button to upload the file. |
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You are also able to set a "Reminder" for
this note. To set a reminder, click the "Reminder" Button, select the
date that you want to be reminded of this note, and then select the
users who you want to be reminded. To select multiple users, hold the
"Ctrl" key at the same time as clicking the users name. To save the
reminders, click the "continue" button. |
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To save the note, click the "Update" update
button and return to the previous screen. |
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Scroll down to the "Miscellaneous Options"
section and tick the "Offering 20 free hours" check box. Scroll to he
bottom of the screen and click the "Update" button. |
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You will now need to add a new timetable
for each child who is having "Free" at your centre and to specify the
number of hours "Free" that they will have. |
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From the home menu, click the
"Children" icon, or from anywhere in the system, click the blue piece of
puzzle at the top left of the screen that is labelled "Child". |
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Select the name of the child you wish to
allocate free hours to from the list of children's names. |
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Click on the Timetable" button. |
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Click "Add" to enter new timetable details
for this child. |
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Enter the date on which you wish this
timetable to be effective. For "free' This date has to be set to a
Monday. If you are adding a timetable for the start of Free in July
2007, set the effective date to 2 July 2007. You can
enter dates as far in advance as you like. |
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Ensure that the correct "Fee Structure" has
been selected for this timetable and that the "Fee Structure" is based
on an hourly rate.. |
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If this child is entitled to a fixed value
discount (for any time they attend your centre that is not covered by
free), then enter the amount of the discount in the "Discount Amount"
field. |
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If this child is entitled to a percentage
discount (for any time they attend your centre that is not covered by
free), then enter the discount percentage amount in the "Discount
Percentage" field. |
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Enter the times that this child will attend
your centre on each day of the week. Enter the attendance times for this
child in the top set of "From and to" times. Only use the bottom set of
times if this child is attending two separate sessions on the same day
with a break in between. If you have pre-defined session times, you will
be able to select the session name from the "Session" drop down box for
each day of the week. |

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If the child attends every day of the week
at the same time, enter the times for Monday and then click the "As for
Monday" button to copy the times to every other day of the week. |
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If you wish to clear all the times and
start entering them again, click the "Clear Fields" button. |
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Enter the number of "Free Hours" that this
child will have on each day at your centre. If the child is having all
of their free hours at your centre, you simply tick the 'Max" check box
and the system will allocate the maximum hours of free possible to this
child. |
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Once you are happy with the times you have
entered, click the "Update" button to save this timetable and return to
the previous screen. |
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Click Here to
return to the previous screen |
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