Module by Module

Twelve modules. One coherent product.

Each module below is a full operating area — not a checkbox. Click a module in the sidebar to jump straight to its features.

Module 01 · Members

Enrollment & Member Management

The starting point for every child in the system. When a family enrolls, staff either walk through an 8-step guided wizard or snap a photo of the paper application and let Claude Vision extract every field automatically.

What's included

  • Member Registration Wizard — 8 steps · localStorage draft recovery · real API submission
  • Member Profile — 11 live tabs with personal / guardian / health / documents / demographics
  • Guardian Management — relationship, contact preferences, military status
  • Emergency Contacts — priority-ordered list with pickup authorization and unauthorized-person flags
  • Medical Records — allergies (with severity), medications, physician, insurance, accommodations
  • Document Management — upload birth certificate, immunizations, etc. with verification workflow
  • QR Badge Generation — scannable badges for touchless kiosk check-in
  • Quick Scan (AI) — photograph paper enrollment form → extracted structured data with confidence scores
  • Demographics Tracking — age, gender, ethnicity, household, IEP/504 — for equity and funder reporting
  • Enrollment History — membership periods, tuition, fee waivers, payment methods, 6-rule prerequisite validation
  • Enrollment Application PDF — branded 6-page PDF via QuestPDF
AI Quick-Scan 11-tab profile Guardian-safe COPPA QR badges
Module 02 · Attendance

Daily Attendance & Ratio Monitoring

Real-time tracking of who's in the building, when they arrived, when they left, and which room they're in. Safety-critical — DELACARE requires knowing where every child is at all times. Ratios are live, not end-of-day.

What's included

  • QR Kiosk Check-In — full-screen tablet PWA · works offline · auto-sync via IndexedDB queue
  • Manual Check-In / Out — staff can record by name or badge
  • Room Assignment — every member in the building has a known room
  • Live Ratio Monitor — computed per room using Room.MaxRatio — banner alert on violation
  • Room Occupancy Dashboard — capacity utilization per room and per site
  • Parent Notifications — arrival/departure alerts via Parent Portal & push channels
  • Offline Sync — 100-entry queue · deduplication · exponential backoff retry
  • Attendance Analytics — streaks, heatmaps, expected vs actual, 30-day rolling average
  • Session Management — open/close attendance sessions with staff fallback and RBAC
QR kiosk Offline PWA Live ratios Parent alerts
Module 03 · Incidents

Incident Management & OCCL Reporting

When something goes wrong — injury, behavior, medical, elopement, safety concern — staff walk a 5-step wizard with AI assistance. Mandatory OCCL and BGCA notifications are tracked with deadlines. Branded PDF export is one click.

What's included

  • 5-Step Guided Wizard — type/severity → people → location → narrative → resolution
  • AI Wizard Panel — real-time analysis while you type (keyword & pattern)
  • AI Classification — severity level (1–5) + OCCL / BGCA flag assessment
  • Structured Report — AI formats narrative into a formal markdown report
  • OCCL Notification Tracking — deadline countdown visible on the record until submitted
  • BGCA Reporting — mandatory national reporting pipeline
  • Parent Communication Log — who was notified, when, via which channel
  • Follow-Up Actions — owners & due dates, blocking for closure
  • Pattern Analysis — AI finds recurring locations / times / types
  • PDF Export — branded, multi-tenant safe
  • Incident Detail View — timeline, health fields, parent log, related incidents
  • Incident Audit Trail — real API-backed, not mocked
5-step wizard AI severity OCCL deadline Branded PDF
Module 04 · Staff

Staff & Credential Management

Manage the people who run the programs — their certifications, background checks, training, schedules, and compliance with Delaware childcare regulations. A 24-state machine walks every §309 background check to clearance.

What's included

  • Staff Directory — searchable by role, status, location, credential
  • Credential Management — CPR, First Aid, Medication Administration — with expiry tracking and RBAC-protected updates
  • Background Check Lifecycle (24-state) — fingerprint → SBI → FBI → Child Protection → Sex Offender → CHU decision → Rap-Back (HB 47)
  • Training Compliance — catalog, completion tracking, org-wide scoring
  • Scheduling — shift creation, coverage gap detection, cross-site conflict checking
  • Float Pool — cross-location staff availability management
  • Onboarding Workflow — multi-step paperwork / orientation / training / clearance
  • Audit Readiness — personnel file completeness scoring
  • Historical Ratio Snapshots — trends + real-time SignalR
  • Automated Expiry Alerts — email at 60/30/14 days to staff + director
24-state BG check Rap-Back 60/30/14 alerts Float pool
Module 05 · CACFP

CACFP — Federal Meal Program

The USDA Child and Adult Care Food Program reimburses meals served to eligible children. Every step — eligibility, menu planning, meal service, production records, temperature logs, monthly claim — is structured data, validated against 7 CFR 226.20.

What's included

  • Daily Meal Logging — by meal type, age group, menu items
  • Point-of-Service (POS) Entry — meal counts at time of service
  • Allergy Alerts — cross-reference served meals with member allergy records
  • Menu Planning — food catalog, meal pattern rules, cycle menus, visual editor
  • Enrollment & Eligibility — participant enrollment per 7 CFR 226.15(e) · database-driven FPL thresholds · area eligibility
  • Monthly Claim Generation — tier × rate × count · validation · approval workflow · submission tracking
  • Production Records — quantities prepared vs served · waste documentation
  • Temperature Logs — hot/cold holding records
  • Inventory — single-site and consolidated multi-site
  • Procurement — vendor management, purchase orders, Buy-American tracking
  • Special Dietary — substitutions with physician documentation
  • Civil Rights Compliance — non-discrimination documentation
  • Self-Audit & Review Readiness — pre-review checklists
  • DENARS Package — export for Delaware's state submission system
USDA 7 CFR 226.20 DENARS export Buy American Civil rights
Module 06 · Compliance

Compliance & OCCL Inspection Readiness

Delaware's OCCL can close a facility that fails inspection. PTRS runs a background job every 5 minutes to recalculate the compliance score across 7 categories — so "are we ready?" is never a guess.

What's included

  • Compliance Dashboard — live category scores with RBAC and SignalR updates
  • Automated Scoring — Hangfire job every 5 min · weights centralized in ComplianceOptions
  • Alert System — real-time SignalR alerts on score drops, wired to frontend query invalidation
  • Inspection Simulator — preview OCCL results today · works in demo & production modes
  • Compliance PDF Export — summary with sanitized filenames
  • Historical Trends — score-over-time with tenant validation
  • Credential Expiry Tracker — who / what / when with urgency grouping
Live score 7 categories OCCL sim
Module 07 · AI Assistant

AI Assistant — Ask Your Data

A conversational interface where staff ask questions in plain English, search regulations, generate reports, and translate content — with a mandatory two-layer PII protection pipeline so children's data never leaves the organization.

What's included

  • Chat Interface — multi-turn conversation · API-driven sidebar suggestions · WCAG accessibility · 24 rich-response visualizations
  • Streaming Responses — token-by-token via SSE with timeout detection and per-user rate limiting
  • Conversation History — 10-turn / 7,200-char window with token budget
  • NL-to-SQL — English question → safe SELECT query against a 32-table whitelist
  • Regulation RAG — retrieval-augmented answers on indexed regulatory documents (pgvector)
  • PII Tokenizer & Leak Scanner — two-layer defense for COPPA / FERPA
  • Multi-Provider Routing — Ollama (local, default) · Claude (cloud, optional)
  • Regulation Indexing — upload and index regulatory documents
  • Program AI Brainstorming — ideas, curricula, goals, assessments
  • Translation — EN ↔ ES ↔ HT for parent-facing text
  • 23 AI Task types — fast 8B model for routine tasks, complex 70B model for reports / NL-SQL / Q&A
PII-safe Local LLM RAG Streaming
Module 08 · Parent Portal

Parent Portal — Multi-language Family Engagement

A secure portal in English, Spanish, and Haitian Creole where parents see what's happening with their child — no phone calls to the front desk required.

What's included

  • Dashboard — at-a-glance child status and alerts
  • Attendance History — check-in/out records with timestamps
  • Incident Visibility — parent-relevant incidents with resolution
  • Authorization Forms — e-sign permission slips / field-trip forms with typed signature and audit trail
  • Secure Messaging — bi-directional with program staff
  • Health Records Access — medications, medication log, emergency plans, illness records
  • Emergency Alerts — receive and acknowledge emergency-action-plan activations
  • Settings — language, notification channel, quiet hours
  • i18n — en / es / ht via next-intl
EN/ES/HT E-signature Messaging Quiet hours
Module 09 · Programs

Programs — Lifecycle, Curriculum & Outcomes

Structured activity offerings — STEM, arts, leadership, sports — with a full lifecycle from Draft to Archived, plus curriculum, budgets, KPIs, assessments, surveys, partnerships, and charter workflow.

What's included

  • Program Directory — browse, search, filter
  • Program Detail — enrollment · schedule · tags
  • Lifecycle Management — Draft → InReview → Approved → Active → Completed → Archived
  • Enrollment & Waitlist — capacity, bulk enroll, waitlist promote
  • Scheduling — weekly schedules, session occurrences, facility bookings, exceptions
  • Program Cloning — duplicate with all settings
  • Curriculum Builder — units, sessions, activities, materials, assessments (drag-drop)
  • Goals & KPIs — objectives, measurements, dashboard aggregation
  • Assessments — design and administer · pre/post comparison
  • Surveys — pre/post with SurveyBuilder component
  • Budget — line items · expense recording · drill-down
  • Partnerships — partner orgs · agreements · contributions
  • Charter & Approval — formal program charter with admin-gated review
  • Consent Forms — per-program guardian consent with pending tracking
  • AI Brainstorming — idea, curriculum, goal, assessment generation
Lifecycle Curriculum Budgets AI ideas
Module 10 · Analytics

Analytics & Reporting

Dashboards and report generation for operational visibility and funder accountability. Because all the data is already there, every report is one click — not a week of CSV wrangling.

What's included

  • KPI Dashboard — cross-system headline metrics with date / location filters
  • Attendance Trends — area charts with range + location filtering
  • Demographics Charts — age, gender, county breakdowns
  • Attendance Heatmap — location × day heatmap, OrgId-scoped
  • Incident Trends — 3-panel (weekly / by type / day×hour heatmap)
  • Funder Reports — per-funder cards · status filter · history · PDF download
  • Funder CRM — directory · contacts · grant periods · notes
  • MSR Export — Monthly Site Report in CSV / Excel / PDF
  • Operational Reports — standard catalog with CSV export
  • Custom Date Range — calendar-based range picker wired to all trend endpoints
PDF + Excel Heatmaps Funder reports
Module 11 · Centers

Center Management & Site Licensing

The physical club sites — their licensing, inspections, capacity, and operational status. One map view, all the sites, status-coded.

What's included

  • Site Directory — pagination · filters · status / capacity columns
  • Map View — geographic markers with popup details (react-leaflet)
  • Site Dashboard — cross-site operational overview
  • OCCL Licensing — CRUD · expiry tracking · status & date validation
  • Inspection Records — outcomes · violations · corrective actions
  • Automated License Alerts — 60/30/14-day windows · Hangfire-driven email to site director
Map view OCCL license Auto-alerts
Module 12 · Health & Safety

Health, Medications & Emergency Readiness

Every child's medical needs, every staff certification, every emergency action plan — in one 11-tab dashboard with search, pagination, and RBAC.

What's included

  • Health Dashboard — 11 tabs: meds, illness, EAPs, certs, care plans, site health, member health
  • Medication Management — register / edit / return · admin log · expiry alerts · OCCL cert check
  • Emergency Action Plans — create / activate / deactivate · signature validation
  • Staff Certifications — CPR / AED / First Aid / OCCL certs · per-site coverage
  • Enrollment Readiness — health documentation completeness per member / location
  • Care Plans — individual plans · activate / archive · RBAC
  • Illness Tracking — create records · parent notification · pickup · 24-hour rule
  • Site Health Profile — medication policy, safety equipment, nearest hospital
  • Member Health Data — chronic conditions, medications, limitations, immunizations, docs
Meds EAP Immunizations 24-hr rule
Plus · Cross-Cutting

The things that make the rest possible.

Every module above depends on a shared set of cross-cutting capabilities. Each is production-ready.

🔐 Auth & Authorization

  • Keycloak 26 OIDC · NextAuth
  • 8 roles · 20+ policies
  • Frontend route protection
  • Tenant isolation (OrgId filter)
  • Kiosk device grant flow

📦 Data Import

  • 6-step import wizard
  • Auto-field fuzzy mapping
  • Import rollback
  • CSV templates per entity

🔔 Notifications

  • In-app · Email (SMTP) · SMS · Push
  • Retry service (10 min, 3 attempts)
  • Multi-channel dispatcher
  • Quiet hours · language preferences

🧾 Notes

  • CRUD · pin / unpin · filter
  • Ownership-scoped edit/delete
  • Category + entity association

📊 Dashboard

  • 20 live widgets
  • SignalR real-time updates
  • Ratio-violation banner
  • Activity feed with live events

🔍 Audit Trail

  • SHA-256 hash-chained log
  • Tamper verification endpoint
  • Viewer with RBAC & pagination
  • Activity feed

👥 User & Permissions

  • Invite / deactivate / reactivate
  • Role assign with escalation prevention
  • Assignable-roles query (hierarchy)
  • User activity log

⚡ Real-time (SignalR)

  • 4 hubs: Attendance / Dashboard / Compliance / Parent
  • WebSocket with LongPolling fallback
  • Auto-reconnect on clients

All twelve, working as one.

A check-in flows into a ratio check into a compliance score into a funder report — no module is an island.

See the flow diagram See the financials