Add or Update a Child's Program Preferences

To allocate a child to a program, they must first hold a preference for that program. 


Usually a child's program preferences are set when the family completes a program preference form you've sent them. Sometimes, though, you'll want to add or update preferences on a family's behalf — for example, a group change or a mid-year enrolment. 


To do this:

  1. On the child record, open the quick action buttons and select TY - SUBMIT PROGRAM PREFERENCE or NY - SUBMIT PROGRAM PREFERENCE.
    Selecting the Submit Program Preference quick action button on a child record
  2. A pre-populated form opens in a new tab. Enter the updated program preferences and click Submit.
  3. Back on the child record, you'll see the Program Preference record added or updated with the new preference.


Now that the child holds a program preference, you can allocate them using the allocation engine.

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