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List Tool: Create and Manage Custom Lists V2

The Listing Tool is a customizable form that helps you create child-specific reports, making it easy to organize and highlight important details such as personal information, dietary needs, and contacts..

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Written by Rawan Mhanna
Updated this week

List Tool: Create and Manage Custom Lists

Looking for a smarter way to organize and report on child-specific details? The Listing Tool is your go-to solution! This customizable form allows you to design reports tailored exclusively to children's profiles, focusing on critical information like personal details, dietary needs, contacts, and more. While it doesn’t track attendance or activities, it provides a streamlined way to manage profiling information that matters most. Say goodbye to generic solutions and hello to a tool designed with precision and purpose! 💡✨

While the Listing Tool is available on both the portal and the app, creation and editing are limited to the portal. On the app, users have read-only access with the ability to view and download lists that have been created and saved on the portal.

Therefore, throughout this guide, whenever aspects related to navigation and downloading are discussed, we will highlight the differences between the app and the portal. However, the portal will serve as the primary platform for this guide, as it offers a more comprehensive set of features. Let's get started!

🏡 How to Access the List Tool

Follow these easy steps to access the List Tool and manage your lists effectively:

📱 How to Access the List Tool on the Portal

  1. Go to the Reporting and analytics

    • Locate the menu on the far-left side of the screen and click to open it.

  2. Select "Smart lists"

    • From the menu options, click on "Operation Hub" to navigate to the tools section.

  3. Scroll to the Reporting Section

    • Inside the tools, scroll down until you find the Reporting section.

  4. Select "List"

    • Click on "List" to open and access the List Tool.

General List View

Once you've accessed the List Tool, you'll be taken to the General List View:

  • This is where all created lists and important predefined lists are displayed.

  • Dynamic Updates: These lists are dynamic and automatically update with the latest information to ensure accuracy and relevance.

⭐ Pro Tip

Use the General List View to quickly access and manage your most essential data.

  • You can click on any list to view or edit its contents.

  • Update existing details, adjust predefined lists, or create new lists with ease.

How to Manage Saved Predefined Lists

Managing saved predefined lists is simple and efficient with the General List View. Below, we break down the essential actions you can take:

✏️ Edit a Predefined List (On Portal)

  1. Locate the Saved List

    • Go to the General List View and find the list you want to edit.

  2. Click the Three Dots

    • On the right-hand side of the list, click the three dots menu (options menu).

  3. Select "Edit"

    • From the dropdown menu, choose "Edit".

  4. Adjust the List Information

    • Make the necessary changes to the list contents.

📌 Note: We’ll explore comprehensive editing options later in greater detail.

  • 🌐 On the Portal: Print or Download Your List
    ​    🗂️ Step 1: Locate Your List

    • Head to the General List View and find the list you need.
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      ​

  • 🔧 Step 2: Open the Options Menu

    • Click the three dots menu (⋮) on the right side of the list.
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      ​

  • 🖨️ Step 3: Print the List

    • Select "Print", and the list will open as a PDF in a new window.

    • In the top-right corner of the PDF, click the print icon 🖨️ to get your hard copy.
      ​
      ​

  • 🔧 Don’t Forget to Configure Printing Settings

    • Printer Settings: Make sure your printer is ready to go.

    • Page Layout: Choose Portrait or Landscape.

    • Paper Size: Select the correct size (e.g., A4 or Letter).

    • Preview: Double-check the print preview for perfection


    ​
    ⬇️ Step 4: Download the List

    • Prefer a digital copy? Click the download icon ⬇️ next to the print button.

    • Save the list as a PDF to keep it handy.
      ​
      ​

📱 On the App: Download or Share Your List

To Download the List

  1. Open the App

    • Launch the Parent™ app and tap the Tools tab in the footer.

  2. Locate the List

    • Scroll to Lists and find the one you’re looking for.

  3. Access the Options Menu

    • Tap the three dots (⋮) next to the list.

  4. Download the List

    • Choose "Download" to save the list as a PDF or CSV file.

    • Pro Tip: To view without downloading, select "View as PDF."

To Share the List

  1. Open the Options Menu

    • Tap the three dots (⋮) next to the list.

  2. Select "Share"

    • Choose "Share" from the menu.

  3. Pick a Platform

    • Share the list directly via WhatsApp, Google Drive, Messages, or any available app on your device.

🎉 Bonus Tip: Sharing is perfect for keeping everyone on the same page—whether it’s a parent, colleague, or team member.

🔧 What Needs to Be Configured Before Printing

  • Printer Settings: Ensure your printer is connected and ready.

  • Page Layout: Select appropriate margins and layout (e.g., portrait or landscape).

  • Paper Size: Confirm the correct paper size (e.g., A4 or Letter).

  • Preview: Review the print preview to ensure everything looks correct.

🗑️ Delete a Predefined List (On the Portal)

  1. Click the Three Dots

    • Find the list in the General List View and open the options menu by clicking the three dots.

  2. Select "Delete"

    • From the menu, choose "Delete".

  3. Confirm Deletion

    • A confirmation popup will appear. Click "Confirm" to permanently delete the list.

  4. Done!

    • The list will be removed from the General List View.
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      ​

⬇️ What’s Next?

In the sections below, we’ll delve into:

  1. How to Update or Adjust Lists

  2. Creating a New List

  3. Tips for Managing Lists Effectively

🆕 Create a New List: Your Step-by-Step Guide

Creating a custom list is a breeze! Follow these steps to design and personalize your list effortlessly:

🌐 On the Portal: Access the List Tool

  1. Head to the List Tool

    • Navigate to the General List View in the portal.

  2. Click "Create List"

    • Look for the "Create List" button and click it to start designing your new list.
      ​

✍️ Step 1: Name Your List

  • Begin by giving your list a unique and meaningful name.

  • Important: You must name your list before you can save it!

    • Example: "Authorized Pick-Up Contacts" or "Emergency Numbers"

Step 2: Explore Filtering Options

Before adding data, take a moment to understand the filtering options located in the left column of the screen. These filters help you refine and structure your list for easy access and accuracy.

Child Statuses

The Child Statuses filter is a powerful tool to categorize and refine your lists based on a child's enrollment status.

Steps to select a status

Steps to Select a Status Filter

  1. Under the Status section, you’ll see the following options:

    • 🟢 Current

    • 🟡 Upcoming

    • 🔴 Withdrawn

  2. Select one or more statuses based on your requirements:

    • Single Selection: Choose only Current, Upcoming, or Withdrawn.

    • Multiple Selection: Select two or more statuses to include children across multiple categories.

    • Select All: Highlight all three options to view children from all statuses.

Here’s a breakdown of each status, its meaning, and examples of how you can use it:

1. 🟢Select Current

Definition:

Children who are actively enrolled and regularly attending your institution.

Example of a List Using This Filter:

  • Name: "🛡️ Current Emergency Contacts"

  • Purpose: A quick reference for emergency contact information of actively enrolled children.
    ​
    ​

2. 🔴 Select Withdrawn

Definition:

Children who were previously enrolled but have since left the institution.

Example of a List Using This Filter:

  • Name: "📜 Withdrawn Children - Contact Records"

  • Purpose: Maintains historical records for compliance or alumni tracking.

3. 🟡 Select Upcoming

Definition:

Children who are not yet enrolled but are scheduled to start in the future.

Example of a List Using This Filter:

  • Name: "✨ Upcoming Enrollments - Welcome Contacts"

  • Purpose: Prepares staff with a list of children joining soon for onboarding communication.

⚠️ Note : Keep None Selected (Default)

  • If no status is selected, the system will automatically include all children across all enrollment statuses.

🧒 Select the Children to Include in Your List

The Children Filter field is helpful when you want to create a list for a specific group of children. Follow these simple steps to customize your list:

Steps to Select Children

  1. Search for Specific Children

    • In the Children Filter field, type the name of a child you want to include.

    • A dropdown will appear with matching results.

    • Check the box next to the child’s name to include them in your list.

  2. Use the Dropdown List

    • Open the dropdown menu in the Children Filter field to view all available children.

    • Scroll through the list and select the names of the children you want to include.

  3. Select All Children

    • If you want to create a list for all children, simply click "Select All" at the top of the dropdown.
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Examples: Combining Child Status and a Select Group of Children

Scenario 1: Allergy-Sensitive Children - Current Students Only

📌 Objective: Create a list of current students with specific allergies to assist in meal planning and ensure their safety.

Scenario 2: Upcoming Students for Orientation

📌 Objective: Generate a list of all students who are about to join and will attend the orientation event and group activities.

Scenario 3: Withdrawn Students Requiring Follow-Up

📌 Objective: Maintain a list of students who have withdrawn from a certain classroom or program and need follow-up communication for feedback or surveys.

✨ Pro Tip

This type of combined filtering is perfect for creating lists such as:

  • Birthday Party Guests: Upcoming enrollees who RSVP’d.

  • Special Needs Meeting: Withdrawn students requiring follow-up.

  • Parent Communication: Current students selected for a targeted message.

📝 Note on Available Children in the Filter

The names of children available in the Children Filter depend on whether you’ve narrowed your search by specific Child Statuses.

How It Works

  • If you’ve applied a Child Status Filter, only children matching the selected status (e.g., Current, Upcoming, or Withdrawn) will appear in the Children Filter dropdown.

  • If no status filter is applied, the list will include all children across all statuses by default.
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    ​

    • Example Scenarios

      1. With a Status Filter Applied:

        • Status Selected: 🟢 Current

        • Children in Filter: Only children currently enrolled will appear in the dropdown, such as:

          • Sophia Johnson

          • Ethan Davis

      2. No Status Filter Applied:

        • If you haven’t selected a status, the dropdown will show all children across all statuses:

          • 🟢 Sophia Johnson (Current)

          • 🔴 Liam Carter (Withdrawn)

          • 🟡 Ella Martinez (Upcoming)
            ​
            ​

🏫 Choose Groups or Classrooms Filters : Definition, Purpose, and Best Practices

Definition

The Rooms or Classrooms filter lets you include all children associated with a specific room or group in your list. This is perfect for generating lists based on predefined categories, such as classrooms, activity groups, or designated locations.

Purpose

The purpose of this filter is to streamline list creation by pulling all children associated with a particular room or activity. This eliminates the need to manually select individual children and ensures group consistency.

Clarifying Filter Interactions: How Selection Works

When you apply multiple filters like Room, Group, and Specific Children, the result is not an accumulation of all selected children. Instead, the list narrows the results to include only those children who satisfy all the selected criteria at the same time.

How Filtering Works

  • Room Filter: Selects all children assigned to a specific room or classroom.

  • Group Filter: Selects all children participating in a specific group or activity.

  • Children Filter: Refines the list further to include only specific children you manually selected.

When these filters are used together, the system generates a list of children who:

  • Belong to the selected room.

  • Are part of the selected group.

  • Are included in the specific children filter.

Key Takeaways

  • The list includes only children who meet all selected filters simultaneously.

  • Example Logic:

    • If a child is in the selected room but not the selected group or manually chosen, they won’t appear in the result.

Best Practices

  • Avoid Overlapping Filters: When using Rooms/Classrooms and Groups filters simultaneously, understand that they may intersect.

    • Children can belong to both a classroom and a group (e.g., extracurricular activity).

    • Selecting both filters does not accumulate all children from both groups. Instead, it narrows the list to include only children who are part of both the selected group and the selected classroom.

    • This ensures that the system always prioritizes the narrower unique choice to refine the list as much as possible.

✨ Pro Tip

  • Use Rooms/Classrooms for broad groupings (e.g., daily classroom rosters).

  • Combine these filters only when you need highly specific lists, such as children in a specific room participating in a specific activity and part of a manually selected group.

  • Double-check your selections if you don’t see all the expected names; it’s likely the system is narrowing based on intersecting filters.

Example Use Case 1: Classroom and Group Intersection

Scenario: Selecting Classroom and Group

  1. Classroom Selected: Sunshine Room (30 children)

    • Children in the Sunshine Room:

      • Sophia Johnson, Ethan Davis, Mia Thompson, Liam Carter, and 26 others.

  2. Group Selected: Art Club (15 children)

    • Children in the Art Club:

      • Sophia Johnson, Ethan Davis, Ella Martinez, Noah Green, and 11 others.

  3. Resulting List:

    • The system narrows the selection to children who are shared between the Sunshine Room and the Art Club:

      • Sophia Johnson

      • Ethan Davis

Why This Happens

This logical narrowing ensures the list only includes children who meet both criteria (classroom and group membership). It avoids duplication or over-inclusion and maintains precision in your filtering.

Example Scenario 2 : Classroom, specific Children and Group Intersection

Step 1: Select a Room

  • Selected Room: Sunshine Room (20 children):

    • Sophia Johnson, Ethan Davis, Mia Thompson, Liam Carter, and 16 others.

Step 2: Select a Group

  • Selected Group: Art Club (15 children):

    • Sophia Johnson, Ethan Davis, Ella Martinez, Noah Green, and 11 others.

Step 3: Select Specific Children

  • Selected Children: Sophia Johnson, Ella Martinez, and Mia Thompson.

Resulting List

  • The system narrows the results to children who satisfy all three filters:

    • Sophia Johnson (belongs to the Sunshine Room, is in Art Club, and was manually selected).

Use the Enrollment Filter

The Enrollment Filter is a tool for refining lists based on children’s enrollment periods and statuses. It allows you to determine which children had an active or upcoming enrollment during a specific time frame while automatically excluding those who do not meet\

Comparison of Date Range Setups in the Enrollment Filter

Filter Type

Definition

Key Focus

Example Use Case

🕒 All Time

Includes children enrolled at any time, regardless of when enrollment started or ended.

Comprehensive records of all children.

A complete list of all children ever enrolled for full reporting or historical analysis.

📅 For Past

Focuses on children enrolled during specific past periods (days, weeks, months).

Historical enrollment periods.

A list of children enrolled in the past 2 months to review recent trends.

📆 Date Range

Includes children whose enrollment started and/or ended within a custom date range.

Custom enrollment periods.

A list of children enrolled between January 1, 2025, and June 30, 2025, for a mid-year performance review.

Core Logic of the Enrollment Feature

  1. Inclusion Criteria:

    • A child is included in the list if their enrollment status was active or upcoming at any point during the specified time frame.

  2. Exclusion Criteria:

    • Children are excluded if their enrollment:

      • Ended before the time frame (withdrawn prior).

      • Begins after the time frame (upcoming enrollment outside the period).
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        ​

Key Functional Highlights

  1. Active Enrollment:

    • Children whose registration was active at any time during the selected period are included, even if their enrollment ends partway through the period.

  2. Upcoming Enrollment:

    • Children with scheduled start dates that overlap with the specified time frame are included.

  3. Withdrawn Enrollment:

    • Children who were withdrawn during the time frame but had active registration prior to withdrawal are included.

✨ Key Takeaways

  1. The current status filter determines which profiles are included in the list (e.g., Current, Withdrawn, or Upcoming).

  2. The Enrollment Filter ensures the selected children’s enrollment overlaps with the specified time frame.

  3. Intersection of Filters: The system narrows the results to children who satisfy both their current status and the enrollment criteria.

How It Interacts with Other Filters

The Enrollment Feature becomes even more powerful when combined with additional filters like Child Status, Room/Classroom, or Groups:

  • Child Status ensures you refine the list to include only Current, Withdrawn, or Upcoming children.

  • Room/Classroom narrows the list to children assigned to specific rooms.

  • Groups adds another layer of precision by including children who participate in particular activities.

For example, selecting:

  • Enrollment Filter: January 1, 2025 – January 31, 2025.

  • Child Status: Withdrawn.

  • Room: Sunshine Room.

Results in a list of withdrawn children from the Sunshine Room who were enrolled during January 2025.

Examples of Use

Active Children Profiles

Scenario: Identify children who are currently active (status: Current) and had enrollments during January 2025.

  • Time Frame: January 1, 2025 – January 31, 2025.

Logic:

  • The list includes children who are currently active and had an active enrollment that overlapped with the specified period.

  • The current status is used to filter the list but does not reflect their enrollment status during the specified time frame.

Example:

  • Included:

    • Sophia Johnson (Current Status: Current)

      • Enrolled from September 1, 2024, to June 30, 2025. She was active during January 2025.

  • Excluded:

    • Mia Thompson (Current Status: Withdrawn)

      • Withdrawn on January 15, 2025. Despite being enrolled during January 2025, she is excluded because her current status is not Current.

Withdrawn Children Profiles

Scenario: Identify children who are currently withdrawn (status: Withdrawn) but had enrollments during January 2025.

  • Time Frame: January 1, 2025 – January 31, 2025.

Logic:

  • The list includes children who are currently withdrawn but had an active enrollment that overlapped with the specified period.

  • Their current status as withdrawn is used for filtering, regardless of their status during the enrollment period.

Example:

  • Included:

    • Mia Thompson (Current Status: Withdrawn)

      • Enrolled from August 1, 2024, to January 15, 2025. Her enrollment overlapped with the time frame, so she is included.

  • Excluded:

    • Liam Carter (Current Status: Withdrawn)

      • Withdrawn on December 15, 2024. Since his enrollment ended before January 2025, he is excluded.

Upcoming Children Profiles

Scenario: Identify children who are currently upcoming (status: Upcoming) and are scheduled to start enrollment during February 2025.

  • Time Frame: February 1, 2025 – February 28, 2025.

Logic:

  • The list includes children who are currently upcoming and have an enrollment start date that overlaps with the specified period.

  • Their current status as upcoming is used for filtering, not their future status during the time frame.

Example:

  • Included:

    • Ella Martinez (Current Status: Upcoming)

      • Scheduled to start on February 15, 2025. Her enrollment falls within the time frame.

  • Excluded:

    • Noah Green (Current Status: Upcoming)

      • Scheduled to start on March 1, 2025. Since his enrollment begins after February 2025, he is excluded.
        ​


        ​Age Group Filter: Refine Your List by Age
        ​        The Age Group Filter helps you refine your list to include children within a specific age range. This filter works by allowing you to set age limits, either older than or younger than a certain number of years and months.
        ​
        ​ How It Works

        1. Older Than

          • Use this option to include children who are older than a specified age.

          • Example: Selecting "3 years and 2 months" will include children who are at least 3 years and 2 months old or older.

        2. Younger Than

          • Use this option to include children who are younger than a specified age.

          • Example: Selecting "5 years and 6 months" will include children who are less than 5 years and 6 months old.

        3. Combining Older and Younger Filters

          • You can combine both filters to target children within a specific age range.

          • Example:

            • Older Than: 3 years and 0 months.

            • Younger Than: 5 years and 6 months.

            • Result: Children who are between 3 years and 0 months and 5 years and 6 months.

  • Important Notes

    1. Logical Selections: Ensure your filter makes logical sense. For example:

      • Correct Selection: Children older than 3 years but younger than 5 years.

      • Incorrect Selection: Children older than 3 years but younger than 2 years (this would yield no results).

    2. Age Calculation:

      • The app calculates age using the exact number of years and months based on the child’s date of birth.


  • ​Specify the Gender of Children in the List
    ​    The Gender Filter allows you to refine your list based on the gender of the children. This is a straightforward feature with easy-to-use options:
    ​
    ​ How It Works

    1. All Genders

      • Includes all children in the list, regardless of gender.

      • Use Case: When gender is not a factor in the list you’re creating.

    2. Male

      • Filters the list to include only boys.

      • Use Case: Creating a list for activities or events specific to male children.

    3. Female

      • Filters the list to include only girls.

      • Use Case: Creating a list for activities or events specific to female children.


  • ​✨ Pro Tip

    1. Combine the Gender Filter with other filters like Age Group, Child Status, or Room for highly targeted lists.

      • Example: Female children aged 4 to 6 years in the Sunshine Room.


  • ​📌 Adding a Contact Information Filter – How It Works
    ​    The Contact Information Filter allows users to refine lists based on the availability of specific contact details for children. This helps quickly identify records with missing or available contact fields such as email, phone, mobile, address, or relationship type.
    ​


    ​🔍 Understanding the Filter Logic
    ​    The Contact Information Filter operates using an "OR" logic, not "AND."

    1. "Yes" → The field must contain information.

    2. "No" → The field must be empty (no data recorded).

    3. "Empty" → The field is ignored, meaning any status is accepted.

  • This flexibility allows users to refine searches based on specific needs while ensuring that results meet the set criteria.
    ​


    ​📌 Contact Information Fields Available for Filtering
    ​    ✅ Email – Filters based on whether an email is listed in the child's contacts.
    ✅ Phone – Checks if a landline number is provided.
    ✅ Mobile – Filters based on the presence of a mobile number.
    ✅ Address – Identifies records with or without an address.
    ✅ Relationship – Unlike the others, this is a dropdown selection where users choose a specific relationship type (e.g., Mother, Father, Sister, etc.).
    ​


    ​🔎 Real-Life Examples of Using the Filters
    📍 Example 1: Finding Children Who Have No Contact Information Except for a Mobile Number
    ​    Filters Applied:

    1. Email: No

    2. Phone: No

    3. Mobile: Yes

    4. Address: No

  • Result:
    This will return a list of children whose contacts only have a mobile number recorded but are missing an email, landline phone, and address.
    When to Use:
    ✔️ Ensuring all required contact fields are complete before an emergency.
    ✔️ Sending SMS notifications to guardians without other contact details.
    ​


    ​📍 Example 2: Identifying Children Who Have at Least One Email or Phone Number Registered
    ​    Filters Applied:

    1. Email: Yes

    2. Phone: Yes

    3. Mobile: Empty

    4. Address: Empty

  • Result:
    The list will show children who have at least an email and a landline phone number recorded, but their mobile and address information is ignored.
    When to Use:
    ✔️ Sending email or phone-based communication without worrying about mobile numbers.
    ✔️ Ensuring that every guardian has at least one main form of contact on file.
    ​


    ​📍 Example 3: Finding Children Who Have "Mother" as a Contact But No Phone Number Recorded
    ​    Filters Applied:

    1. Email: Empty

    2. Phone: No

    3. Mobile: No

    4. Address: Empty

    5. Relationship: Mother

  • Result:
    The filter will show a list of children who have a mother listed as a contact but do not have a phone or mobile number recorded.
    When to Use:
    ✔️ Verifying that emergency contacts (like a mother) have valid phone numbers.
    ✔️ Identifying missing key contact information that needs to be updated.
    ​


    ​📍 Example 4: Finding Children with Any Contact Information Available
    ​    Filters Applied:

    1. Email: Yes

    2. Phone: Yes

    3. Mobile: Yes

    4. Address: Yes

  • Result:
    This will only show children whose contact details are fully complete, meaning they have an email, phone, mobile number, and address recorded.
    When to Use:
    ✔️ Creating a complete list of children whose contacts are fully updated.
    ✔️ Ensuring no missing contact details before sending out important communication.
    ​


    ​📌 Why This Feature is Powerful:
    ​    ✔️ Flexible filtering allows users to refine searches based on what is needed or missing.
    ✔️ "OR" logic ensures broader results, capturing more relevant data.
    ✔️ Helps maintain accurate and updated contact records for parents, guardians, and emergency contacts.
    ​


    ​📌 Contact Relationship Filter – How It Works
    ​    The Contact Relationship Filter helps refine lists based on specific relationship details in a child’s profile. It works similarly to the Contact Information Filter but focuses on custody and emergency contact details.
    This filter operates with two main fields, each offering Yes, No, or Empty (Null) selection options to refine results based on relationship data.
    ​


    ​📂 Fields in the Contact Relationship Filter
    ​    1️⃣ Has Custody Information

    1. Purpose: Filters children based on whether their profile includes custody details ( legal guardianship name).

  • 2️⃣ Is Emergency Contact

    1. Purpose: Filters children based on whether their profile includes information about who they live with (e.g., primary guardian, emergency contact).


  • ​🛠️ Selection Options & Their Meaning
    ​    ✅ Yes

    1. Includes children whose profiles contain the specified relationship information.

    2. 📌 Example: Selecting "Yes" for "Has Custody Information" will return only children with custody details recorded in their profile.

  • ❌ No

    1. Includes children whose profiles do not contain the specified relationship information.

    2. 📌 Example: Selecting "No" for "Is Emergency Contact" will return only children without emergency contact details listed in their profile.

  • ⚪ Empty (Null)

    1. Ignores this field entirely in the filtering process.

    2. 📌 Example: If you don’t want the custody information field to affect your results, selecting "Empty (Null)" ensures the filter does not apply this condition.


  • ​📌 Real-Life Use Cases for the Contact Relationship Filter
    ​    📍 Example 1: Creating a List of Children With Custody Agreements on File

    1. Filter Used: Has Custody Information = Yes

    2. Result: A list of only children whose profiles contain name of legal guardian

  • 📍 Example 2: Identifying Children Without Recorded Household Information

    1. Filter Used: Lives With = No

    2. Result: Generates a list of children whose profiles do not include details about their living arrangements, allowing administrators to update and complete missing records

  • 📍 Example 3: Sending Notices to All Children, Regardless of Custody or Emergency Contact Information

    1. Filter Used: Both fields set to Empty (Null)

    2. Result: Generates a complete list of all children, ignoring custody and emergency contact details in the filtering process.


  • ​Health Information Filter Logic
    ​    The Health Information Filter works similarly to the Contact Information Filter, enabling you to refine lists based on specific health-related details in children’s profiles. Each field operates using the Yes, No, or Empty (Null) logic to provide precise filtering options.
    ​
    ​ Fields in the Health Information Filter

    1. Tolerates Penicillin

      • Definition: Indicates whether the child can tolerate penicillin or has a known allergy to it.

    2. Allergies

      • Definition: Indicates whether the child has any recorded allergies.

    3. Special Dietary Needs

      • Definition: Indicates if the child requires specific dietary accommodations, such as gluten-free or vegetarian options.

    4. Doctor Information

      • Definition: Indicates whether the child’s profile includes a doctor’s name and contact details.

    5. Vaccines

      • Definition: Indicates if the child’s vaccination records are complete or up to date.

  • Selection Options

    1. Yes

      • Meaning: Includes children whose profiles contain the specified health information.

      • Example: Selecting "Yes" for Allergies will include children with documented allergies.

    2. No

      • Meaning: Includes children whose profiles lack the specified health information.

      • Example: Selecting "No" for Vaccines will include children whose vaccination records are missing or incomplete.

    3. Empty (Null)

      • Meaning: Ignores the field entirely in the filtering process.

      • Example: Leaving the Doctor Information field empty means the list will include all children, regardless of whether doctor details are available.

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