Tutorial: View or Update Child Details

Use this tutorial to view or update data on the child's details, primary contact member, milestones, meetings, and transition information displayed in the Detail section of the Child Detail page.

Complete the following steps to perform this tutorial:

  1. Display the Child Detail page.

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NOTE:  This page contains collapsible data.  Sections can be collapsed by clicking the [-] beside the section heading.  Click the [+] to expand the section.

Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

  1. View or update the child detail information in the Detail section as necessary.

The Detail section displays the child's demographic data, which can be updated as follows:

  1. View the child's primary contact person.

The Primary Contact section displays the name of the child's primary contact person, and includes the following details:

The data in this section of the page is read-only.

  1. View the child's milestones.

The Milestones section displays the following recorded dates:

The data in this section of the page is read-only.

  1. View the child's meetings.

The Meetings section displays the due dates for the following meetings:

The data in this section of the page is read-only.

  1. View or update the information in the Transition section as necessary.

The Transition section displays the child's transition information, which can be updated as follows:

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NOTE:  Asterisks (*) indicate which fields are required on the page.  If required information is missing, an error message displays at the top of the page after saving the data.

  1. Click the Save button.  The page refreshes and displays the updated information.