To archive a family account, children in the family must be removed or dropped from all classes they are enrolled in. Dropping a child from a class can be done in a few ways:
- Drop a child directly on the Enrollment page (Openings Over Time).
- Drop a child from the Enrollments tab on a child's details page.
- Drop a child from a Class from the Programs & Classes > Enrollment tab.
Both an Owner and Administrator automatically have the permissions to drop children from classes, archive, and reinstate a Family Account.
Archive a Family
After all children in a family are dropped from classes, follow these steps to archive the family.
- Go to the Left Menu > Family Accounts or use Search at the top of the page to locate a family.
Note: Be sure you have the right site selected at the top of the page.
- Click the View All xx Family Accounts link on the Profiles card to open the Family Accounts page.
- Locate and click the family to archive. The family will be listed as Inactive because no children are enrolled in classes.
- Click the Actions Menu
> Archive from any tab in the Family Account.
- Type ARCHIVE in the field and click the Archive button. The family will be moved to the Archive file.
> Archive from any tab in the Family Account.
Reinstate a Family Account
There may be instances when a Family Account was archived, and you would like to reinstate the account.
- Go to the Left Menu > Settings.
Note: Be sure you have the right site selected at the top of the page. - Click the View Details link located on the Site Settings card to open the Site Details page.
- Click the Actions Menu> Archived family accounts. This will open a page with all of the Archived Family Accounts for the site.
- Select the card for the family you want to reinstate to open the Family Account page.
- Click the Actions Menu> Reinstate.
- You will see a confirmation message in the upper right letting you know the account has been reinstated.
- The family's account is immediately moved to Family Accounts (left menu) > Profiles card > View all xx Family Accounts link > Family Account page.
- The family will be listed as Inactive because the child in the account is not enrolled in any classes.
Help is just a few clicks away! Go to Jackrabbit Care Support - Resource Center to select the help option that works best for you.
