Recent submissions will appear here once data is available.
Recent Activity
π± Dashboard Logins (search everyone who's logged in)
| Name | OL | Cohort | First Login | Last Login | Logins |
|---|---|---|---|---|---|
| Loading⦠| |||||
π¨ Communications Center (0)
| Source | Type | From | Contact | Message | Submitted | Status | Action |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
βΈπ’ Dashboard Green Lights (0) β tap to expand
π― Placement Command Center
Job Applications (0)
| App ID | Name | Age | Choice 1 | Choice 2 | Choice 3 | Status | Reporting? | Submitted | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||||
Orientation Confirmations (0)
| OL Number | Name | Age | Cohort | School | Orientation Date | Acknowledgments | Confirmed |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
Employer Orientation Confirmations (0)
| Worksite | Worksite ID | Representative | Contact | Orientation Date | Acknowledgments | Confirmed |
|---|---|---|---|---|---|---|
| Loading⦠| ||||||
Job Listings (0)
The Master Roster CSV writes worksite_profiles AND jobs in one upload, preserves your cohort/visibility/reverify overrides, and is the workflow going forward. The legacy jobs-only upload below is kept as a safety net for mid-program corrections.
βοΈ Legacy β jobs-only upload (use Master Roster Importer instead)
title, employer, location, borough, category, type, positions, ageReq, interviewRequired, schedule, description, worksiteId.
Required:
title, employer. Existing jobs will be replaced. Does NOT honor visibilityOverride flags.
π€ Click to upload CSV (or drag and drop)
Will replace all existing jobs in Firestore
| Title | Employer | Borough | Type | Positions | Age | Interview? | Worksite ID |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
Worksite Instructions (0 submitted)
| Business | Address | Worksite ID | Start Time | Supervisor | Last Updated |
|---|---|---|---|---|---|
| Loading⦠| |||||
π°οΈ Partner Mission Control β worksite dashboard access & first-day readiness at a glance
Employer Partner Readiness (0 worksites)
| Worksite | ID | Site Rep | Cohort | Dashboard | Clearance | Pre-Assess | Assurance | Commitment | Jobs | Req. | First-Day | Instr. | Visible | Interview |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No employer partner data yet β upload above. | ||||||||||||||
βοΈ Legacy β worksite-profiles-only upload (use Master Roster Importer above)
Upload worksite_profiles_import.csv β the reconciled output of the 3 reports
(WORKSITE-MASTER + YEPS Jobs Report + pre-assessment). Each row upserts into
worksite_profiles keyed by Worksite ID. Existing docs are overwritten
field-by-field (merge); nothing else is touched. Safe to re-run any time you
re-export the reports.
Returning-site history β upload
worksite_history_2025_import.csv or
worksite_history_2026_import.csv (the merged main+jobs-report
output). Each row upserts into worksite_history_{year} keyed by
normalized company name, so the Re-Verification form shows returning sites
everything we have β contact, site rep, schedule, duties. The form already
prefers 2026 over 2025 by name, so upload both: 2026 sites see their 2026
record, everyone else falls back to 2025. Safe to re-run.
π₯ Master Roster Importer (primary)
One upload β both collections. Drop the master roster CSV from Claude (or generate locally with reconcile.py) and this writes to worksite_profiles and jobs in a single batched pass. Existing manual overrides (cohort, visibility, reverify stamps) are preserved.
Two modes. Full master (default): profiles are merge-upserted, and the jobs collection is rebuilt to match the CSV β jobs at sites not in the CSV are removed (partner quick-add jobs survive). β Add-on / partial (tick the box): upload a CSV with only new or changed sites β profiles are merge-upserted the same way, but jobs are replaced only for the sites in this CSV; every other site's jobs are left completely untouched. Use Add-on to introduce new sites without re-uploading the whole master.
β‘ Quick Status Update (Status + Worksite ID or Site Name)
Fast status flip β no full roster needed. Drop a CSV with a Status column plus a Worksite ID and/or Worksite Name column, and this updates each matching site's commitmentStatus on worksite_profiles. That status is what the worksite dashboard shows partners (Committed / Approved-Inactive β Approved, Rejected β Not approved, anything else β Not committed). Nothing else is touched β assurance, pre-assessment, jobs, and cohort are all left exactly as they are.
Accepted Status values: Committed, Approved-Active, Approved-Inactive, Not Committed, Rejected, Unapproved. (Approved-Active is treated as Committed β the active, approved state partners see as Approved.) Matching: Worksite ID wins when present; a row with no usable ID falls back to its Worksite Name (exact match first, then a fuzzy pass ignoring Inc/LLC & punctuation). A name that matches 2+ roster sites is flagged ambiguous and skipped β never guessed. Sites already reactivated by staff (committedViaReactivation) are protected β they won't be downgraded. Rows with no roster match are reported and skipped (use the Master Roster Importer to add new sites).
π Site Status β same live rundown as Command Center β π Site Status, right here so you can see a status update land Β· grouped by status
π Pre-Assessment Status Update (Worksite Monitor Notes report)
Fast pre-assessment flip from the monitor report. Drop the βWorksite Monitor Notes By Worksiteβ export (the one with the Pre-Program column) and this updates each matching site's preAssessmentComplete on worksite_profiles. Pre-Program 1 β Complete, 0 β Pending. It also recomputes firstDayReady. Nothing else is touched β commitment, assurance, jobs, and cohort are all left exactly as they are.
The report has no Worksite ID, so sites are matched by business name (with a fuzzy fallback for Inc/LLC & punctuation differences). Dry run is on by default and shows the full parsed table so you can check every match first. A 0 will not pull an existing Complete back to Pending unless you tick Allow downgrades (protects manual staff stamps). Any roster site that does not appear in the report is listed below the table so you can see what's missing from the list.
π Job-Selection Manual Override (verified complete)
Use this only after you've manually verified a youth actually completed Hats & Ladders and/or SHPT β for example, you checked their uploaded certificate. It unlocks job selection for that one youth and is logged with your name and reason. It does not waive the requirement; it records that you confirmed it's met. The youth still needs every other requirement done to get into the picker.
Finds manual H&L / SHPT overrides a prior build wrote to the wrong (stale / phantom) compliance doc β so the youth is still locked out of the job / Google Classroom picker even though staff verified them. The scan is read-only; nothing is written until you review the list and confirm. Migrating copies each override onto the youth's real record, leaves a self-healing breadcrumb, and tombstones the old doc.
π₯ Master Participant Roster Importer (primary)
One upload β four collections. Drop the MASTER-ENROLLMENT export from YEPS and this writes participants_roster, oy_requirements, direct_deposit, and compliance_tracking in a single batched pass. Existing manual work in the compliance tracker (H&L marks, SHPT, outreach notes) is preserved.
π Backfill Home Addresses β compliance tracker case cards
Fills each youth's case card Home Address (compliance_tracking.homeAddress) β the field the compliance tracker cards, the case map, and the participant dashboard's "address on file" all read. Fill-blank-only: any address a youth or staffer already entered is preserved and never overwritten. Pick a source, then run Scan (a dry run) β it shows exactly how many cards would be filled and how many have no address to pull from before anything is written.
applications source below only covers youth who went through the job-selection picker (~a third of the roster). Use the CSV to reach everyone.
π Age on First Day β coverage & backfill
Checks every compliance tracker case card for an age on the first day of program and fills compliance_tracking.ageOnStartDate from any age already in applications or participants_roster. Fill-blank-only: a card that already has an age is never touched. Run Scan first (read-only) β it shows coverage, how many are backfillable now, and segments the still-missing youth by cohort and contract so you can see exactly which group (e.g. a Career-Ready contract) is short.
Participants Roster (0 participants)
It writes 4 collections in one upload and preserves all compliance tracker manual work. The basic identity-only upload below is kept as a fallback safety net.
βοΈ Legacy β identity-only upload (use Master Participant Roster Importer above)
Required columns (any of these formats):
Application ID, First Name, Last Name. Optional: Zip Code, Email, Second Email.
You can drop the raw Application Report Writer export from DYCD as-is β extra columns like
Program Type, Service Option, SB School Name, or DOE School are ignored. The OL- prefix on Application IDs is fine. Camel-case headers (applicationId, firstName, etc.) also work.
π€ Click to upload participants CSV (or drag and drop)
Will replace all existing participants in Firestore
| OL Number | Name | Zip | Second Email | Compliance | |
|---|---|---|---|---|---|
| No participants loaded yet. Upload a CSV above. | |||||
π YY Attendance Results
| Date | Youth | OL | Site | Status | Method | Checked in by | Time |
|---|---|---|---|---|---|---|---|
| β | |||||||
π YY In-Person Site Assignments (0 YY participants)
yy_site_designations, an audit entry is added to yy_site_designation_history, and the youth will see the new site (plus a one-time banner) the next time they open the Participant Dashboard. Use UNASSIGNED if a kid needs to be re-evaluated.
| OL Number | Name | Current site | Last reassignment | Action |
|---|---|---|---|---|
| Loading YY participants⦠| ||||
π Recent reassignments (0)
| When | Youth | From β To | Reason | Staff |
|---|---|---|---|---|
| Loading history⦠| ||||
π₯οΈ YY Online Classrooms
yy_scheduling (set by the participant
dashboard) and slots them into the first classroom matching their time slot. IAM bucket youth
are excluded β they don't do online sessions. YY who picked "in-person only" still
get a safety-net classroom but appear flagged as declined.
π©Ί Google Classroom coverage audit (read-only β finds every YY missing a classroom and says why)
π Summer-school list reconciliation (paste your tracked OLs β see who is / isn't survey-flagged, then tag the missing so the lane routing catches them)
Instructors (0)
Classrooms
All assignments
| OL | Name | In-person site | Online pref | Classroom | Source | Status | Action |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
π΅ Direct Deposit Status
Application ID, Last Name, First Name, Payment Method. Embedded tab characters in the headers are handled automatically. Direct Deposit β enrolled; anything else (Payroll Card / blank) β not enrolled. Re-run anytime with a fresher report β it upserts by Application ID (last run wins) and never deletes anyone. Writes the direct_deposit collection the Participant Dashboard reads.
π€ Click to upload Direct Deposit CSV (or drag and drop)
Upserts each participant's status β safe to re-run
π YY In-Person Site Designations
- Single consolidated file (recommended) β one CSV with an
in_person_designationcolumn containing the bucket code per row (e.g.,YY_Master_with_Designations_*.csv). Each row carries its own designation; filename can be anything. - Six separate bucket files β drop all six (or any subset) and the filename is auto-mapped to its program:
Bucket_1_CB_BrooklynβBK_CB,Bucket_2_PortRichmond_and_CB_StatenIslandβSI_CSI,Bucket_3_TottenvilleβTOTT,Bucket_4_IAM_HSβIAM,Bucket_5_Lehman_and_CB_BronxβLEHMAN,Bucket_6_UncategorizedβUNASSIGNED.
yy_site_designations collection the Participant Dashboard reads to show each YY their in-person day & site. Safe to re-run; never deletes anyone.
π€ Click to upload YY designation file(s) β or drag & drop
One consolidated CSV (with in_person_designation column) OR the six Bucket_*.csv files
πͺͺ OY Working Papers & Selective Service
βοΈ Legacy β OY-only gender/age upload (use Master Participant Roster Importer instead)
Application ID, Last Name, First Name, Gender/Sex at Birth, Age on Start Date (embedded tab characters in headers handled automatically). Only two derived booleans are stored β needsWorkingPapers (age < 18) and needsSelectiveService (Male & age β₯ 18). Raw sex and age are never written to Firestore. Writes the oy_requirements collection the Participant Dashboard reads to show OY their reminders. Safe to re-run; never deletes anyone.
π€ Click to upload the OY roster CSV (or drag and drop)
Derives the two booleans on import β raw sex/age discarded, not stored
β Add a partner site to the roster (0 pending)
Inbound signups from partner-with-nycid.html (π Inquiry) and the full partner-onboarding.html form (π Full Profile) both land here, newest first. Once a site is approved in YEPS its Worksite ID is in hand β complete the few fields the form didn't capture and add the site to the roster in one click. Use βΉ βΊ to step through submissions β no scrolling.
Partner Inquiries (0)
partner-with-nycid.html. Forward these to Shantell Walker (swalker@nycid.org) for follow-up. Click any row to expand details.
| Status | Company | Contact | Phone / Best Time | Interns | Profile | Submitted | Actions | |
|---|---|---|---|---|---|---|---|---|
| Loading⦠| ||||||||
Submitted Re-Verifications (0)
worksite-reverify.html. Returning worksites confirming or updating their info for the new program year. Forwards to Shantell Walker (swalker@nycid.org). The "Changes" column shows fields that differ from the original profile β open Details for the full diff.
| Type | Company | Supervisor | Changes | Submitted | Actions | |
|---|---|---|---|---|---|---|
| Loading⦠| ||||||
Profiles Not Yet Re-Verified (0)
| Company | Contact Email | Supervisor | Original Profile Date | Actions |
|---|---|---|---|---|
| Loading⦠| ||||
Interview Requests (0)
request-interview.html. Each row is one submission. Marking "Processed" stamps status, processedAt, and processedBy on the doc. Important: processing does NOT auto-update jobs.interviewRequired or partner_profiles.wantsInterviews β do those in their respective tabs so the change is reviewed before youth see the orange "Interview Required" badge in the job picker.
| Status | Business | Wsid | Wants? | Format | Weeks | Submitted by | Submitted | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading⦠| ||||||||
More Participants Requests (0)
status, processedAt, and processedBy on the doc. Important: processing does NOT auto-update worksite_profiles.requestedParticipants β re-upload the worksite profiles CSV with the new total, or edit the field directly, when you're ready to grant more.
| Status | Business | Wsid | Current | More | Total | Reason | Submitted by | Submitted | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||||
π¬ Multi-Site Expansions (0)
worksite-location-expansion.html form, each submission lands here. Every card shows what they originally had on file plus the extra locations they gave us (address, on-site supervisor, intern count). Marking Processed stamps status, processedAt, and processedBy. This does not auto-create worksites in YEPS β use it as your worklist for setting up the extra sites.
π― Youth Picks (0)
worksite-youth-picker.html link. Each card is one worksite's current selection list (re-submitting on their end updates the same card). These are requests/preferences β placement is still yours to confirm. Marking Processed stamps status on the doc.
Worksite Assurance Forms (0)
| Status | Business | Wsid | Address | Signed by | Title | Signed at | Actions |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
π Travel Reimbursements
Approve staff travel claims on the official NYCID form, then send to Cathy Lynch (clynch@nycid.org) for processing. Save your signature once; "β Sign" approves a claim, then "π§ Send to Cathy" emails the signed official form + route map in one click. Claims arrive here when staff submit them from the Travel Reimbursement tool.
π¨ Needs Attention
Section
Preview
mail send-queue total needs a read rule (see the π tile), and outbound texts sent from Google Voice aren't stored in Firestore, so only the texts the team logs are counted here. The π¨ Historical email baseline is a static figure for direct Gmail traffic on syep@nycid.org (mailbox in/out + voicemail notices) that never touches the app β set once in the code from an authoritative Workspace export and stamped "as of"; it is added into the hero total when present.
π Quick Job Description Viewer
Search the live job catalog and see exactly what youth see in the picker.Search above, then pick a job to preview the youth-facing description.
βΆ π¬ Pre-Launch Validation Checks
βΆ π Reactivate Approved-Inactive Sites
β sites Β· 0 selectedβΆ π’ Worksite Impersonator
βΌ π Participant Impersonator
Open participants.html with any youth's OL pre-loaded. Start with the built-in demo accounts (no real Firestore data touched) to test happy paths, then move to real participants.
Built-in demo accounts:
Real participants (from participants_roster):
| Application ID | Name | Cohort | ZIP | Action | |
|---|---|---|---|---|---|
| Loading⦠| |||||
π Day 1 Readiness (officially placed OY)
π Audit Paperwork Progress
3 signed forms make a youth audit-ready: Worksite Referral (signed before Day 1), Week 3 Evaluation, Week 6 Evaluation. Each form needs all 3 signatures (Participant, Worksite, NYCID Monitor).
β οΈ Worksite Issue Reports (0)
Submissions from employers via "Report an Issue" on the Worksite Roster app. Click any row for details and to update status.
| Reported | Worksite | Youth | Issue Type | Status | Replacement? | Details | |
|---|---|---|---|---|---|---|---|
| Loading⦠| |||||||
π₯ Youth Needing Attention
Officially-placed youth filtered by first-day acknowledgement status. "Worksite Says" cross-references the issue reports from this worksite about this youth β a π« means the worksite reported them as a no-show.
| Application ID | Youth | Worksite | Their Status | Youth's Note | Said When | Worksite Says |
|---|---|---|---|---|---|---|
| β | ||||||
📇 Contact Info Reconciliation
Every contact-info change made in our system — by a youth in the app or by staff in the compliance panel — is logged here so it can be re-entered in YEPS. Our system is the working copy; YEPS is the record of truth.
π Audit Portal β SYEP 2026
Every signed document filed for the City audit lives here. Each row is one youth's audit folder (Worksite Referral + Week 3 + Week 6 Evaluation). Bulk download generates one master ZIP β one folder per youth β for the September audit binder. Week 3 + Week 6 are generated as templates today; once Phase 2 wires eval signing, they'll include the filled ratings + signatures.
| OL | Participant | Worksite | Signed | Status | Last update | Audit folder |
|---|---|---|---|---|---|---|
| Loading signed paperwork⦠| ||||||
π Offline Document Repository β SYEP & AGVEP
Scanned or photographed paper records that live outside the app β pay card sign-in sheets, paper timesheets, attendance sheets, permission slips β filed under SYEP or AGVEP so they're in the binder with everything else. Photos (any format, incl. iPhone HEIC) and PDFs. Files are stored originals-untouched; HEIC photos can't preview in the browser but open/download fine.
π€ Participant Offline Documents β into the audit folder
Paper documents that belong to one youth β scanned working papers, consent forms, paper evaluations or referrals, IDs. File them by OL and they ride inside that youth's audit folder download automatically (the single β¬ Audit folder AND the master ZIP), under Offline_Documents/. Photos (any format, incl. iPhone HEIC) and PDFs. Program-wide paper records (pay-card sign-in sheets, site timesheets) belong in the π repository above instead.
π§Ύ Worksite Assessments β Director sign-off
Weekly SYEP/WLG Worksite Assessment Reports submitted by the field monitors. The monitor and supervisor sign on site; the assessment then waits here for your Director signature β exactly what the monitor app's "the director signs this on the admin dashboard" note promises. Sign one batch below; each signed assessment renders your signature on the official DYCD form when the monitor app exports its PDF.
| Worksite | Visit | Assessment date | Monitor | Signed | Status | Open |
|---|---|---|---|---|---|---|
| Loading worksite assessments⦠| ||||||
π§Ύ Staff Evaluations β SYEP 2026
| Staff | Site | Ratings | Comments | Status | Actions |
|---|
πͺͺ CSI / Liberty Partnership consents
Every Staten Island CSI-campus youth (SI_CSI + SI_LPP) who read and digitally signed the parent-permission form on the participant app appears here. Each row produces a filled copy of the actual consent document Liberty provided β both pages (the CSI Liberty Partnerships Parent Permission Form and the NYC DOE A-820 records-release page) β with the captured values stamped onto the real blanks and a "digitally signed on the NYCID SYEP 2026 application" seal under the signature on each page. Fields the app never captured (date of birth, NYC student ID, district, borough) stay blank, as on the source form. Download one, or build a single ZIP of every signed consent to hand to the CSI Liberty Partnerships Program partner.
| OL | Student | School | Program | Signed | Consent PDF |
|---|---|---|---|---|---|
| Loading signed CSI / Liberty consents⦠| |||||
π YEPS Entry β type the site evaluations into YEPS
| # | Site | Status |
|---|---|---|
| Open this tab to load the queue⦠| ||
π Worksite Folders β SYEP 2026
π Organization Site Evaluations β DYCD Audit
ποΈ OY Audit Closeout β the audit sheet, live
This is the 2026 OY Participants audit sheet β same rows, same columns, same tick boxes β with each youth's personal upload link at the end. Ticks save instantly and the whole team shares them (who + when on hover) β work it here instead of the workbook; β¬οΈ Sheet CSV exports the current state in the exact workbook column order whenever you want it back in Excel. π Check live app data is the overlay for later: it reads signed_documents + the youth's uploads and puts a beside a box the app says is done but isn't ticked, and a beside a tick the app can't confirm β it never ticks anything for you.
π£ Audit outreach β email + text every youth with something open
π AGVEP Youth Audit Closeout β 10 youth on the DYCD 09-15 list, live
This is the AGVEP Summer 2026 participant audit β DYCD's 10 sampled youth, the same document set as the OY sheet, every box starting β β with each youth's personal upload link at the end. Ticks save instantly and the whole team shares them (who + when on hover) β work it here instead of the workbook; β¬οΈ Sheet CSV exports the current state in the exact workbook column order whenever you want it back in Excel. π Check live app data is the overlay for later: it reads signed_documents + the youth's uploads and puts a beside a box the app says is done but isn't ticked, and a beside a tick the app can't confirm β it never ticks anything for you.
π£ Audit outreach β email + text every youth with something open
π§ Child Care Completion Center β DOH reference letter + questionnaire
Every OY youth placed at a childcare worksite (worksite profile has childcareSite set) needs
the DOH pair on file: the Reference Letter (signed Shantell Walker, dated from the placement record β never today)
and the Child Care Experience Questionnaire. π€ Send emails + texts the checked youth their personal link
(from Shantell); the youth completes the questionnaire on their dashboard. When a row reads Submitted,
π File pair generates both PDFs (provider block: Excellent Γ4, referred to their worksite) and files them into
that youth's folder only (participant_audit/{OL}/), and ticks the youth's CC box on the ποΈ OY Audit Closeout sheet. Nothing is ever overwritten; unchecked rows are never touched.
Source switches between the live placement pull and the OY audit sheet (every audit youth whose Childcare column isn't N/A) so the audit set is worked in bulk, never one search at a time.
| Youth | OL | Childcare worksite | Letter date | Phone | Status | Actions |
|---|
πͺͺ OY Documents Audit β Working Papers + Selective Service
For every OY flagged as needing Working Papers or Selective Service, this view shows whether they've interacted with the reupload prompt on their participant dashboard. Click any row to open the youth's attachment (if any). CSV export is audit-binder ready.
| OL | Participant | Doc | Status | Last interaction | Attachment | Staff review |
|---|---|---|---|---|---|---|
| Loading OY requirements + uploads⦠| ||||||
π Worksite PIN Manager
Generate, reset, and audit 4-digit PINs for worksite dashboard logins. You don't need to email reset PINs by hand. When a worksite requests a reset, the system generates and emails the new PIN to them automatically β the auto-reset function handles it, and a one-click reset above does the same. The list below is just a record of PINs generated on this device, and each row shows whether it was already auto-emailed. The Constant Contact CSV is a fallback only β use it for a row that couldn't be auto-emailed (no address on file) or for PINs you bulk-generate for brand-new sites. The PIN is hashed in Firestore the instant it's generated, so this list is the only place the plaintext lives; clear it once you're done.
π’ Worksite Groups β Multi-Location Partners
Link a partner's separate sites under one group. A grouped partner gets one PIN that works on any of their Worksite IDs β when you set the group PIN it is written onto every member site's login, and any old per-site PINs are replaced. Single-site partners are untouched. The PIN is staged into the Worksite PINs outreach queue for the Constant Contact export.
Login info & PIN
Reports & Exports
All exports include current data from Firestore.
πͺ Standby Applicant Pool (load once)
This is the bench, not the roster. Drop the Applicants-Only.csv here one time to seed the standby pool you'll pull from when swapping out disenrolled participants. Re-uploading is safe (merge by Application ID) but normally unnecessary β once an applicant is enrolled they come in through the Master Participant Roster importer, not here.
π« Disenrolled β Open Slots (live from the Compliance Tracker)
This list comes straight from the Compliance Tracker. Every participant staff mark as disenrolled there shows up here automatically as an open slot β no separate entry. Work the tracker, refresh, and fill each open slot with a standby applicant.
| Participant | Cohort | School | Disenroll reason | By / When | Replacement |
|---|---|---|---|---|---|
| Open this tab to load disenrollments⦠| |||||
π Build a Swap
Choose a disenrolled participant going OUT (from the tracker list above) and the standby applicant coming IN. Saving locks the incoming applicant so they can't be double-picked, and drops the pair into the swap log below.
π Swap Log
| Status | OUT (disenroll) | IN (replacement) | Reason | By / When | Actions |
|---|---|---|---|---|---|
| Open this tab to load swaps⦠| |||||
π Correspondence β every record for one participant
Search by OL, name, or email to pull every touch we have on one youth into a single timeline β π compliance case notes, π¨ comms messages & staff replies, π§ emails they sent the SYEP inbox, and πΌ placement history. Read-only. This tab loads nothing until you search, so it never slows the dashboard.
β Help & How-To
Step-by-step guides for staff. Click a card for the walkthrough β text steps, screenshots, and a short video.