Milestone 1.1: Set up Discover for Success

As you can see, in Discover you can customise the software for how you want to run your service. 

As you are coming from another software provider, please understand that we import Centrebased, Homebased, and many other types of licenses into Discover. You will see that Centre & Service are used interchangeably throughout these articles, as it depends on your license as to what will show in Discover.

Below is a run down of all the Settings, and how to get your service set up for success. 

Please check to make sure this is all correct. This would have been entered by your Onboarding Specialist. 

Background Image (OPTIONAL) is an image that will upload onto the Background of the Tablet if you are choosing to use digital sign in.

Centre/Service Logo (OPTIONAL) will also load onto the Discover Tablet, and to other areas in Discover. To Upload > Click on Choose Background / Logo Image > Select the picture from your computer > Click on Open > Scroll to the Bottom of the Screen & Save 

Centre/Service Profile (OPTIONAL) You can add information here if you wish, however this does not sync anywhere to display. 

Roster Settings > (MANDATORY for Centrebased ONLY) 

Roster Granularity: Changes the time intervals on the Roster Sheet and Scheduler.* 

Lunch Interval: Presets the Lunch Task to a specific duration. 

Break Interval: Presets the Break Task to a specific duration. 

ECE 50% Ratio Warning: Changes the ratio warnings on the Roster Sheet and Scheduler. 

Roster Locking Grace Period: Discover will automatically lock the Roster after the number of business days selected here. 

Send Automated Roster Emails: If ticked, Discover will send automated shift emails to staff, nightly. 

Include URL: for staff to confirm/modify their hours: If ticked, Roster emails will include a link for staff to confirm or modify their hours. 

Shared Capacity on by default: If ticked, the Roster will automatically apply regulation 44a, allowing spare Teaching capacity for under 2's to be shared over total capacity. 

Stop Updates Last Task Only: If ticked, when 'Stopping' a task/shift on the Tablet, only the last task started will be stopped. 

*15 minutes is recommended. 

Waitlist Settings (OPTIONAL) 

If using digital Enquiries & Waitlists you can edit how often Emails  re sent by changing the Waitlist Confirmation Weeks field. 

When the parent clicks to confirm they want to stay, Discover adds the most recent date when the reminder was sent. It will show in the Waitlist Confirmation Date field.  

If the parent selects to be removed, they will be removed immediately and the center will be notified via email. The child will be returned to an Enquiry status with a sub-status of Not Interested, so they will not appear in searches but will still be recorded in your enquiry statistics.

Tablet Settings (OPTIONAL)  

You can select what parts of the Tablet you will be using here – we will also visit this in Milestone 3 – Family Experience 

Transition Settings (OPTIONAL) 

Here you can decide what settings you would like on the Transition Screen.  Show Transition's fields on Child > When ticked on shows on the Child Profile 

Show Transition on Menu > When ticked on you will have access to the Transition Screen > When ticked off the Menu Disappears 

Transition Period > This will select how many months of data is shown on the transition screen by default 

Show Child Image on Transition > Allows the Childs Profile Photo (if uploaded) to be displayed on the Transition Screen

Enrolment Settings (bookings/timetables) (OPTIONAL)

In general we leave this as default, however if you would like to change the settings, hover over the (i) for more information on each setting

 

Invoice Settings

Feel free to get to know Invoice Settings, However we will revisit this in Milestone 5 Invoice Week 

Early & Late Fee Settings (OPTIONAL)

This screen will not be in your menu, until you add data in below. Hover over the (i)’s for further information

Payments – Xero Integration (OPTIONAL) 

For detailed instructions on how to set this up for your service, please click here

Winz Settings (OPTIONAL) 

Hover over the (i) for each setting. Keep in mind, this records what the child is entitled to, not what is actually paid to your service. You can edit this once you receive your Winz Statement. 

SMS Settings (OPTIONAL) 

Click on Twilio Sign up Help > This will allow you to sign up for Twilio if you would like to use SMS in Discover.

Send Emails from the following Accounts (OPTIONAL) 

These can be all set up as the same person, or different people. Hover over the (i) for further information

Email Notifications: (OPTIONAL) 

Hover over the (i) for further information

Website Widget Settings (OPTIONAL)

Hover over the (i) for further information for further information

Ministry of Education

Hover over the (i) for further information for further information 

Report Options

Hover over the (i) for further information for further information

Once you have completed your Settings, you can now move onto Setting up your Centre Tabs