Set up

New Program Year Set Up!

For many of you, July/August starts a new program year! We are looking forward to the 2021-2022 year and have some exciting new features on the horizon! As you move into the new program year, here are a few reminders of items you may want to take a look at! Exit any Family that is …

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User Management

Main Admin – Did you know that under User Managment, you have the ability to grant additional permissions to Helper Admins and Home Visitors? Home Visitors can be given “Full access – Data entry” which is equivalent to Helper Admin permissions allowing them to enter data on all families and children in the system. NOTE – Home Visitors …

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Set Up Options (Main Admin)

As the main administrator, it is your responsibility to set up your Visit Tracker. Under the Set Up tab, you will find different links on the left. Be sure to explore each link thoroughly. Profile – This is where you will find your program name, program address, and your contact information.  If you need to …

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