Bed Management: Manage Attendance

Record Client Attendance

1. Go to Bed Management > Attendance.
   
   
    
2. Select the Location(s) you will mark attendance for.
3. Select the Date for which you are taking attendance.
   • Attendance can be taken for the present date or a historical date.
4. Click Filter to use the Filter Options to further narrow your view if needed.
5. Open up the view so that beds are visible.
6. For each assigned bed, on the right, use the drop-down menu to select an Attendance Status.
   • The drop-down menu will say Attendance in gray, meaning that no Attendance Status has been selected. 
     
     
     
      
7. Once an Attendance Status is selected, it can be removed by clicking on the X next to the Attendance Status.  
   • Click Yes, Remove Attendance when prompted.
     
     
      
   • The drop-down menu will now reset to say Attendance in gray.
8. Once an Attendance Status is selected, it can be changed by clicking the arrow to open the drop-down menu.
   
   

View Client Attendance

1. Go to Bed Management > Attendance.
2. Set any of the following filters before searching:
   • Location dropdown menu
   • Filter icon to open the filter panel containing the following options:
     • Bed Status
     • Occupancy Status
     • Reservation Status
     • Active Status
     • Program
     • Bed Type
     • Length of Stay - only numeric entries allowed.
     • Tags - start typing a tag and a list of options will generate. Will allow multiple entries.
     • Assigned Staff - at least three characters need to be entered to generate options. Will allow multiple entries.
     • Click Apply after any Filter Options are selected.
   • Date field
3. In the search field, enter one of the following:
   • The name or partial name of an individual; client or dependent.
   • The client number.
   • Once at least three characters are entered, results will automatically begin to show below.