Family Policy Agreement (FAM-11)

Available formats: HTML/PDF/XLS/CSV

The Family Policy Agreement Report is a list of families in your database showing the primary guardian, secondary guardian, primary phone number, primary email and a status indicating whether or not they have accepted your Family Policies (and if so, which version).

NOTE: Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report.

Available filters are:

  • STATUS:
    • All – all families, regardless of enrollment status
    • Active – only families with an active enrollment
    • Inactive – only families who do not have an active enrollment
  • PROGRAM: select a Program to limit the report to only families with an active enrollment in a class associated with that program. (Because families are only associated with a Program when an active enrollment is present, this filter will not have any effect on the results if the STATUS filter is set to “All” or “Inactive”.)
  • CLASS: select a Class to limit the report to only families with an active enrollment in the class. (Because families are only associated with a Class when an active enrollment is present, this filter will not have any effect on the results if the STATUS filter is set to “All” or “Inactive”.)
  • KEYWORD: select a Keyword to limit the report to only families who are associated with a particular Keyword.
    • Family Keywords – the family keyword must be assigned to the family
    • Student Keywords – the family must have at least one student with the selected keyword assigned.
    • Class Keywords – the family must have a student with an active enrollment in a class with the selected keyword assigned.
    • Program Keywords – the family must have a student with an active enrollment in a class attached to a Program with the selected keyword assigned.
  • AGREED STATUS: reflects whether or not the family has agreed to your Family Policy
    • All – shows only families who match your chosen filters regardless of their policy acceptance status.
    • Accepted Current – shows only families who match your chosen filters and who have accepted the current version of the Family Policy.
    • Accepted Past – shows only families who match your chosen filters and who have accepted past versions of the Family Policy, but not the current version.
    • Never Accepted – shows only families who match your chosen filters and who have never accepted any version of the Family Policy.
  • LOCATION OPTIONS: If there is more than one active location on the account, results will only reflect the currently selected location if using the “Active” status. (For example, if you select a status of “ACTIVE”, the family must be active in the selected location to be included in the results.)
    • Include All Locations – select this option to have the system consider enrollments in all active locations, not just the selected location.

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