dcms 5.0 product demonstration

DCMS 5.0 Product Demonstration

START OF EXERCISE #1

Click on the Desktop Icon for DCMS Software

Enter the Database Password Provided by OBJ Enterprises LLC (Only Share this password with authorized users of the software. Database Password should only be changed by OBJ Enterprises LLC)

Type in the Administrator User name (Default is Administrator OBJ) – Please do not remove this user account.

Enter the Administrator Password and click the Log In button.

Go to Client Info Tab.

Create a New client. Here you will enter the child or staff member’s information if you are also using the software to keep track of staff member activity. Click on the Add new Client button on the base of the child info screen

At this point you can begin to add information for the new client.

Use the following information to create a new client.

Enrolled: Yes (Click the checkbox to activate the enrolled status)First Name: Adora Last Name: Carewell Date of Birth: 1/1/2010

Category: Toddlers Type: Private School: BlankPassword: daycareNotes: Adora likes to sleep at 1:00 pm for about an hour and is allergic to peanut butter.Parent Name: Daylia Carewell Authorized Pickup: David Carewell Contact Number: (123) 111-2222Work Number: (123) 111-2222 Email: [email protected]

mailto:[email protected]

Save the transaction using the save button at the base of the child info form.

After the file has been saved you may use the photo button to link a picture to the client. After clicking the button select the picture named ‘Adora’ in the pictures section of explorer.

After you have confirmed that Adora’s picture is saved Log off the system and exit DCMS.

After you have confirmed that Adora’s picture is saved, log off the system and exit DCMS..

Exit the DCMS Software

Exit the DCMS Software by answering ‘Yes’ to the question presented.

You have completed the first exercise of our Day Care Management Software Services Preview.

END OF EXERCISE #1


You have completed the first exercise of our Day Care Management Software Services Preview.

Log In As an Administrator

Select Adora Carewell

Select Adora Carewell and then add Start and End Time to Current Date

Save Transaction

View History

View Live Feed.

View Billing.

Enter Transactions for Adora for the Entire Week. (Last 7-10 days)

Print Her Individual Attendance Report for the entire month.

You can print or save a copy of the report for the week as a PDF.

Return to the billing form and pay the entire bill for the amount due

You can print a copy of the bill or save it as a PDF.

Pay the entire bill for the amount due

Notice that the outstanding balance is now $0.00

The Balance due on the Billing statement is now $0.00 .

View Adora’s History then double click on March 31st to edit the history for that day.

Save the transaction and Log Out of the System.

Exit the DCMS Software Application.

END OF EXERCISE #2

You have completed the second exercise of our Day Care Management Software Services Preview.

You have completed the second exercise of our Day Care Management Software Services Preview.

Select Avery Robinson

Add photo for Avery

Click on the Settings Tab

View the DCMS Import File by clicking on the Excel button

View the DCMS Import File

Click on the Import Button and Choose yes to refresh the SSW Data

Choose yes to refresh the SSW Data

Click the 'Process by Date Range' button and enter the start and end dates for March 2013

Enter the start and end dates for March 2013

Avery Robinson should be the social services child that is being processed at this time

View the Card Swipe Alerts Report. Notice there were three occurrences where Avery Robinson was checked in but not out. Print the Card Swipe Alerts Report for reference.

Close the print preview and exit the SSW Processor form.

Go to the settings menu and open the DCMS Import File

Find the Error entries and enter a swipe entry of 4:30 pm for each 'Out Time' that is missing.

Close the DCMS Import File and Click on the Import button in the DCMS Software and refresh the data.

Click the 'Process by Date Range' button and Enter the start and end dates for March 2013

Enter the start and end dates for March 2013

View the Card Swipe Alerts Report. There should be no more errors in the system. Exit the Report and the SSW Processor Form

Select Avery Robinson and Print an individual attendance detailed report for the month of March 2013

Print an individual attendance detailed report for the month of March 2013

Print an individual attendance detailed report for Avery Robinson for the month of March 2013

Close the Report. Log Out of the System and Exit the DCMS Application.

Log Out of the System and Exit the DCMS Application.

Exit the DCMS Application.

You have completed the third exercise of our Day Care Management Software Services Preview.

END OF EXERCISE #3

Delete the out time for March 1st 2013 and save the transaction.

Notice that an adjustment entry appears at the bottom of the screen indicating an incomplete transaction.

Go to the 15th of March and delete the entries for that day.

Go to the Settings Menu and Click on the Registry Button

Notice that Avery Robinson does not appear in any of the forms

Go to March 15th and Choose to Update All Data for the current date

Notice that Avery Robinson does not appear in any of the forms

Go back to the Client Information Form. Select Avery Robinson.

Change Avery's category to Toddler and set her date of birth to 1/1/2010

Save the transaction

Return to the Settings Menu and Click the Registry Button

Update the attendance date of March 15th 2013

Notice that Avery Robinson Now Appears in the Toddlers Section.

Notice that her name appears in green and the system checkbox does not show she checked in

Update both reminders so that Avery checked in at 8:00 am and checked out at 5:00 pm.

Click on the History button for Avery Robinson and note that all her transactions are complete.

After reviewing the information for Avery Robinson Log off and exit the DCMS System.

Log off and exit the DCMS System.

You have completed the fourth exercise of our Day Care Management Software Services Preview.

END OF EXERCISE #4

Select the Client Info. Menu option

Copy Avery Robinson's group number to Benjamin Davis. Assume they have the same parent.

Copy Avery Robinson's group number to Benjamin Davis.

Add the date of birth 1/1/2007 for Benjamin Davis.

Save the Transaction

Return to the Client Info Screen.

Select Avery Robinson and notice that Benjamin Davis now appears there as a family member.

As an Administrator, select the Payment Processor button.

Select the Month of March 2013 and then click on Avery Robinson's record

Click on the Update Current Button at the bottom left corner of the form for Avery and Benjamin.

Click on the Update Current Button at the bottom left corner of the form for Avery Robinson.

Click on the Update Current Button at the bottom left corner of the form for Avery and Benjamin.

Exit the Payment Calculator Form

Add 1 week of current data to each child in the system..

After the Data Entry is complete. Pay the bills for March 11th to March 17th Week for each client.

Run the payment processor report to determine accuracy.

View all of the reports in the system

Log off of the system and Exit the DCMS Software.

Exit the DCMS Software.

END OF EXERCISE #5

You have completed the fifth exercise of our Day Care Management Software Services Preview.

END OF DCMS 5.0 SOFTWARE DEMO. THANK YOU!

dcms 5.0 product demonstration

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