UpBup's PLACED BY HUB Dashboard allows center administrators to manage New and Existing child records for one or more Providers within the Hub.
You must first have an UpBup invitation from your Hub to activate your account. Please contact your Hub if you need an invitation to UpBup.
TABLE OF CONTENTS
- 1. View children placed by the program
- 2. Filter and find children
- 3. EDIT child's status
- 4. Sending EMAIL
- 5. Create spreadsheet of placed children.
- 6. Add Children to update records.
- 7. Multi-Site Access
1. View children placed by the program
The LEFT side of the record viewer shows Child Name, Date of Birth, the Program Name and Year(s) and the Enrollment Status.
The RIGHT side of the record viewer includes the Parent Contact information for that child. (Scroll right/left to view additional fields.)
2. Filter and find children
Enter the first letter(s) of child first or last name to quickly search for a short list of matching records.
Use the 'Year filter' dropdown menu to show records for specific placement years.
Use the 'Program Status filter' dropdown menu to show child records with specific Enrollment status. By default all placed children will have the Enrolling status.
3. EDIT child's status
As a provider you will see two types of status for the children in your program. "Child Hub Status" and "Child Status".
Child Hub Status
When a child's enrollment status changes within your program you will update this status in UpBup for the Hub administrators to be able to see this new status.
See the definitions for these statuses below:
Enrolling: Child has been placed in your center and needs to complete their enrollment forms
Active: Child has completed enrollment process and is currently attending your center
Declined: Child was placed into your center, but never completed enrollment process or attended your center
Disenrolled: Child was placed, attended your center, and left the program before graduating
Graduated: Child aged out of your program
Child Status
This is a label internal to your center, the hub can not see when you change this status. This is meant to keep track of your roster for ALL children, those placed by the hub and any other children in your program.
These statuses are:
Enrolling: Child is in the process of completing their forms
Active: Child has completed all forms and is attending the center
Applied: Child has applied, you may or may not have requested forms yet
Waitlisted: Child is waiting for a spot to open, you may or may not have requested forms yet
Inactive: Child is no longer attending the program. If inactive, a child can not submit new forms or edit their current forms
3.1 To edit the child's status navigate to the EDIT button next to the child's name
3.2 Select the new statuses from each dropdown
3.3 Select UPDATE
4. Sending EMAIL
Use the EMAIL button for quick access to compose and send email to Parents.
The EMAIL button uses the default email app configured on the computer or tablet. On Mac,for example, you can choose which app opens when you click a link for a website or email address by opening the Mail application and selecting 'Mail', 'Preferences', and 'Default email reader'
5. Create spreadsheet of placed children.
Use 'EXPORT TO EXCEL' to export all child records from the selected Provider to an excel file saved to the default folder.
6. Add Children to update records.
Add Children that did not use UpBup to be placed. Use the '+ADD CHILD' button to create new child records for the current childcare center. This is particularly useful for adding records for children which are already attending the childcare center, but their enrollment eligibility and placement was previously established prior to the UpBup implementation.
When the Add New Child window appears, begin filling out the fields.
If a required field is not filled, UpBup will highlight those fields before the New Child Can be saved.
Date fields such as Date Of Birth (DOB) can be entered by selecting UpBup's 'Date Picker' tool.
7. Multi-Site Access
When available multi-site Provider Administrators can use the dropdown menu in the upper right corner to select between different Providers