How do I enable the Attendance Feature?
To use the Attendance Feature, it must be activated both at the organization level and within individual user profiles.
Enabling the feature for the organization:
- From the left navigation pane, select Administration, then Organizations.
- Click the orange edit icon next to the organization name where you want to enable the Attendance feature.
- Navigate to the C MGMT tab and scroll to the Intake Options section.
- In the far right column, toggle the ON radio button (it will turn blue).
- Scroll to the bottom of the page and click Save Changes.
Enabling the feature for users:
- From the left navigation pane, click Administration, then Users.
- Find the user requiring the Attendance feature, or use the Search field in the top right to locate them.
- Click the edit icon next to the user’s name, then select Case Management Specific from the options at the top right.
- In the Case Management tab, under Additional Permissions, check the Attendance option.
- Scroll to the bottom and save your changes.
How do I create an Attendance Group?
Attendance Groups are created at the agency level. To create a group:
- Log into the agency for which you will be creating the group.
- From the left navigation pane, select Clients, then Attendance.
- Click the + New Attendance Group button at the top right.
Creating the group:
- On the Attendance page, give the group a name.
- Add clients by typing their names into the Search field and pressing Enter when the correct name appears.
- Click the dark blue + icon to move the client into the Clients table.
- Repeat to add more clients to the group. For each client, household details like household size, number of seniors, adults, children (with ages), dietary considerations, and last visit date will appear in the table.
- Once all clients are added, click the blue + Create Group button.
Note: If you add multiple clients from the same household, the system will notify you. You can choose to proceed if that was your intention.
- You will return to the Attendance page, where the new group will be visible under Attendance Client Group.
If a client is already in the group, you’ll receive an orange notification warning. To finalize changes, scroll to the bottom of the table and click Update Group before recording a visit.
If a client is flagged for a forced profile review, they will appear with a red bar but you can still record their visit.
How do I add a visit from an Attendance Group?
To record a visit for an Attendance Group:
- From the left navigation pane, click Clients, then Attendance.
- Find the group in the Attendance Client Group list, or use the Search field at the top right.
- Click the orange edit icon next to the group name.
Recording the visit:
- On the Attendance page, select the visit type from available programs (based on permissions on the client’s usual Services page).
- Check the box next to each client you want to record the visit for, or click Select All to choose the entire group.
- If you make any edits, save changes before recording the visit.
Note: The system will alert you if a visit cannot be added due to reasons like ineligibility, already receiving food, or a required profile review.
- If the agency tracks provisions, select the provisions received during the visit.
- Complete all relevant fields (such as visit/pick-up date, location, status, etc.), then click Save Visit.
Visit Summary:
Once saved, the system generates a Visit Summary with the clients' IDs, names, and visit date.
In the Record Attendance header, you can:
- Copy: Copy the group list to your clipboard.
- CSV: Download the group list as a CSV file.
- PDF: Download the group list as a PDF.
- Print: Generate a printer-friendly version of the report.
Note: Visits for multiple clients can be created at once, but edits or deletions must be done individually.
Additional resources
For more details information regarding the attendance feature, including editing & deleting attendance lists, in addition to program specific attendance lists see the link below: