Care Profiles
Colour Guide: Medical Condition Risk Level (Group Edition)
For Group Edition Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) can indicate the risk level of their child's medical condition. Depending on the risk, Administrators and Staff Carers can easily identify if ...
How does an administrator change the name of a member with an existing profile? (Community Edition)
Community Edition If a member's name in their shared profile is changed by a parent, the name shown at the school may still show the old name. To fix this, the school administrator can click on "Edit Student" and change the name manually. The name ...
How to change parent IDs
For Group Editions Administrators can modify existing parent IDs by using a spreadsheet import. The Parent ID is the Operoo ID for the parent. It is not the integration ID for the parent. 1. Open "Change parent IDs" window Click "Add" in the Student ...
How to bulk set "Managed Locally" for a group of students or staff (Group Edition)
Group Edition Managed Locally in Operoo allows a record to be excluded from the normal communication channels and the details are manais managed by the Organisation. You may elect to use this option if there are complex access restrictions or if the ...
How does an Administrator view the Duplicates Report and delete the Duplicate Profiles? (Group Edition)
For Group Edition Occasionally you may find a duplicate profile within Operoo - most commonly due to duplicate entry when adding / importing profiles in bulk via a CSV file, or double handing when adding new records. Operoo has reporting and ...
How does an Administrator do the Roll-Over Process for Schools without Integration? (Group Edition)
For Group Edition This guide will show how the School's Administrators prepare for a new school year by importing the new list of students and archiving the old information. Process Overview A typical roll-over for a new year involves two basic steps ...
How to change staff IDs
For Community and Group Editions Within Operoo the Staff ID is generally the Staff Number associated with the Staff member in the School's Student Management database. For those organisations that are not schools, the Staff Number should be a unique ...
How to change student IDs
For Community and Group Editions Within Operoo the Student ID is generally the Student Number (VSN, NESA, UniSQ, USI, etc) associated with the Student in the School's Student Management database. For those organisations that are not schools, the ...
How to add/edit medical conditions
For Group Edition Medical conditions can be edited by Administrators, as well as student contacts providing the section "Medical Conditions and Safety Alerts" under Settings>Configurations is set to 'View and Edit'. To add/edit a student's medical ...
Guide to Operoo Colours and Indicators (Group Edition)
For Group Edition Profiles When the Administrator logs into Operoo, you will be shown a list of Profile pictures with either: Blue, Yellow, Red or White indicator. 'Managed locally' means the Profile Owner (eg. parent) will not be using Operoo and ...
How to import student medical conditions (Group Edition)
For Group Edition Follow the instructions below to import medical conditions in Operoo. 1. Export any existing medical conditions as a backup and to use as a reference of existing student medical conditions. Follow these instructions to Export ...
How To Import Student Contacts From a Spreadsheet? (Group Edition)
For Group Edition Administrators can import Students to Operoo by uploading a spreadsheet. 1. Click "Add" in the Student Section. Choose "Import student contacts (or modify existing)". 2. Required and optional fields for the spreadsheet will be ...
How To Import Students From a Spreadsheet? (Group Edition)
For Group Edition Administrators can import Students to Operoo by uploading a spreadsheet. 1. Click "Add" in the Student Section. Choose "Import students (or modify existing)". 2. Required and optional fields for the spreadsheet will be shown. ...
How to Verify/Update a Student Record?(Group Edition)
For Group Edition Student contacts can expect to receive a request to verify or update the student record - Immediately after student contacts are added to Operoo with read/write privileges By default Operoo will request verification every 6 months ...
How to import Staff? (Group Edition)
For Group Edition We can add multiple Staff Members by importing a CSV (Comma-separated values) file. Please refer to these steps: 1. Prepare a CSV (Comma-separated values) file containing the following details: id - This is the field which will be ...
How does an Administrator view an action plan?(Group Edition)
For Group Edition 1. Click the hamburger icon (3 horizontal lines) on the student’s profile. 2. Select Student Record at the left-hand side menu and you will be redirected to the details of the Student Record. 3. Go to the Safety Alerts section and ...
How does an Administrator upload an action plan?(Group Edition)
For Group Edition Operoo Group Edition allows an Administrator to add a Students Medical Condition Action Plan. This provides for those occasions where a Parent or Guardian has requested a change and is unable to make the change themselves. When ...
How does an Administrator edit the Emergency Information section?(Group Edition)
For Group Edition Operoo Group Edition allows an Administrator to alter a Students Emergency Information. This provides for those occasions where a Parent or Guardian has requested a change and is unable to make the change themselves. 1. Click on the ...
How does an Administrator add or delete a medical condition in a Student Record?(Group Edition)
For Group Edition Adding Medical Condition Operoo Group Edition allows an Administrator to alter a Students Medical Condition. This provides for those occasions where a Parent or Guardian has requested a change and is unable to make the change ...
How does an Administrator delete an Other Emergency Contact?(Group Edition)
For Group Edition 1. Click the hamburger icon (3 horizontal lines) on the student’s profile. 2. Select Student Record at the left-hand side menu and you will be redirected to the details of the Student Record. 3. Go to the Other Emergency Contacts ...
How does an Administrator add Other Emergency Contacts?(Group Edition)
For Group Edition 1. Click the hamburger icon (3 horizontal lines) on the student’s profile. 2. Select Student Record at the left-hand side menu and you will be redirected to the details of the Student Record. 3. Click the Add button on the Other ...
How does an Administrator edit the student’s records?(Group Edition)
For Group Edition 1. Click the hamburger icon (3 horizontal lines) on the student’s profile. 2. Select Student Record at the left-hand side menu and you will be redirected to the details of the Student Record. 3. Each section that you can edit will ...
How does an Administrator add a new contact on a student’s record?(Group Edition)
For Group Edition 1. Click on the three horizontal lines icon on the student Profile 2. Click the Add Contact button found on the Contact Permissions for Medical and eForm Access section. 3. Enter the first name and last name of the new contact ...
How does an Administrator restore a profile managed locally? (Group Edition)
For Group Edition Managed Locally in Operoo allows a record to be excluded from the normal communication channels and the details are managed by the Organisation. You may elect to use this option if there are complex access restrictions or if the ...
How does an Administrator manage a profile locally? (Group Edition)
For Group Edition Managed Locally in Operoo allows a record to be excluded from the normal communication channels and the details are manais managed by the Organisation. You may elect to use this option if there are complex access restrictions or if ...
How to change the permission of a contact on a student record?(Group Edition)
For Group Edition A student record can be viewed and updated by more than one contact. The Administrator can set the appropriate permission of each contact. When viewing the Record Details 1. Click the hamburger icon (3 horizontal lines) on the ...
How to override an email and contact number?(Group Edition)
For Group Edition 1. Click on the three horizontal lines icon on a Profile 2. Look for the contact that you would like to update under the Contact Permissions for Medical and eForm Access section. 3. Click the Edit icon (pencil) next to the contact’s ...
How does an Administrator check the Staff Carers who viewed a Care Profile?
For Community and Group Editions Operoo automatically tracks when and which Staff Carer viewed a Care Profile. Please follow these steps to see the list. 1. Click on the three horizontal lines icon on a Profile. 2. Click on Audit Trail. 3. Scroll ...
How does an Administrator add a Single Staff Carer? (Community Edition)
For Community Edition Staff Carers (i.e., teachers, team coaches, trainers, supervisors) can create a Operoo account so they can access the care profiles. Only an administrator can invite Staff Carers. To do this, please follow these steps: 1. Click ...
How does an Organisation keep track of who is looking at the profiles?
For Community and Group Editions The Operoo system audits all users of the system of a schools or clubs or businesses. It automatically tracks every occasion a Care Profile is viewed and by which user and when. In case you'll need to, you may ask the ...
What does the "Not Shared with Anyone" mean? (Community Edition)
For Community Edition A profile can be shared with different Organisations (schools, clubs, businesses etc.) and individuals (secondary parent, brother, aunt, etc.). If you see a profile with no Organisations or Individuals listed under Sharing ...
How does a User add and edit Medical Conditions? (Community Edition)
For Community Edition The following steps will allow you to add or edit medical conditions. Adding Medical Conditions 1. Log in through the Operoo App or a web browser, and click on the name or photo of the Profile. 2. Select MEDICAL CONDITIONS from ...
How does a User add a Note to a Profile? (Community Edition)
For Community Edition The penultimate section in the Care Profile creation process is the Notes section, where you can add multiple notes and attachments that give details about anything not already covered in the rest of the profile. Here are some ...
How does a User add Emergency Contacts? (Community Edition)
For Community Edition Here are the steps on how you can add emergency contacts on a profile: 1. Click the name of the profile. 2. Click Edit on the Emergency Contacts section. 3. Click Add contact. Click Add on the existing emergency contact or Click ...
How does a User add Other Conditions/Disabilities? (Community Edition)
For Community Edition When a medical condition is not listed in the standard medical profile, users can add non-listed medical conditions and disabilities in the 'Other Conditions/Disabilities' section. To do this, please follow the steps below: 1. ...
How does a User complete a Profile? (Community Edition)
For Community Edition There are two ways of getting to the section of a Profile that needs updating. 1. Clicking on Update Required or Update Profile: This will take Profile Owners (i.e., parents, adult club members, adult participants, employees, ...
How does a User correct and change the name on the profile? (Community Edition)
For Community Edition When Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) receive a Profile Request from an Organisation, sometimes, the name in the Profile Request is incorrect. This could be due to a data ...
How does a User create a Care Profile? (With an existing account) (Community Edition)
For Community Edition There are two ways Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) can create a Care Profile: Creating a profile by using the invitation sent by the Organisation Creating a profile ...
How does an Administrator view the Care Profile changes?
For Community Edition There are three ways to view the most recent changes in a Care Profile so you can update an existing member management system (such as Synergetic/SAS2000 for schools). A. View Member Changes - This option would give you the ...
How does an Administrator add Private Notes?
For Community and Group Editions Private Notes are notes that are shared with Administrators and Staff Carers (i.e., teachers, club coaches, team managers, supervisors, etc.) via the Operoo system. Care Profile Owners (i.e., parents, adult club ...
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