Associating Child Profiles with Caregiver Profiles

Choose Primary Caregiver button

To associate a child profile with an existing primary caregiver profile:

1. Click Family Profiles in the left navigation menu.
2. Click Search Child.
3. Locate the child profile to be associated a primary caregiver.
4. Click the pencil icon (edit) under the Action column.
5. Near the bottom of the page, above the Associated Caregiver section and next to the Save button, click the button that says Choose Primary Caregiver.
6. A list of all the existing primary caregivers for this organization will appear.
7. Locate the primary caregiver for this child profile. Click the caregiver ID to create the association.
8. The caregiver now will appear in the Associated Caregiver table at the bottom of the page, along with any associated secondary caregivers.
9. Click Save near the bottom of the page. An alert box will pop up that reads: “Successfully saved child with ID” “Where would you like to go next?”
10. This screen will give you three options to choose from, Family Activities, Search Caregiver Grid, or Search Child Grid. This will allow you to continue your workflow in adding family activity forms, additional caregivers, or children.

Associating child profiles