Setting up Service Year in Visit Tracker

Each year programs should update their Visit Tracker Profile located in Setup >  Profile.

Current Year Start Date: Should be on or after 9/1

  • Be sure all enrollments and assessments being after Start Date - or are at least dated after.
  • Any families that are currently Active but do not return for the 15-16 year. Be sure to exit them with an Exit Date that equals the end of the 14-15 program year.

Curriculum Packet Timeline

  • Please setup the weeks you will deliver each of the 30 packets.
  • This is based on when you plan to have families begin packet 1. This is a program timeline. Not a timeline for each individual timeline.
  • Packet 1 does not need to equal Current Year Start Date