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Office staff at a licensed home child care agency

KeepCount guide for an agency's office staff

The providers of your agency's office and their screening documents: who is invited, how far each one is, the dates, the documents and the reminders.

Your first day and your first week · 14 steps, one screen and one line each

Print or save as PDF · All the steps on one page · All the explanations on one page

Your first day

The providers of your office and their documents: who needs attention, a provider's record, a document waiting to be verified, a new provider, a reminder, a message. The screens are from a demonstration agency; everyone in them is fictional.

  1. Sign inOpen the link in your invitation email and choose a password. After that, sign in with your email and that password.
  2. The dashboardThe dashboard for your office: how many providers, how many have something overdue, Needs you, what is due right now, and recent activity.
  3. ProvidersProviders lists everyone your office has invited, with what needs attention, the office, the status and the progress.
  4. Add a provider"Add provider": the name, the email, the region and the start date. Their invitation goes out when you save.
  5. A provider's recordA provider's record: their progress, then five tabs: Policies & quizzes, Record & screening, Documents, Written answers and Home visits.
  6. The screening datesRecord & screening: the vulnerable sector check, the last offence declaration, the first aid expiry, the licence or placement status and notes.
  7. A document awaiting verificationNeeds attention: "a newer one is waiting to be verified", with Open documents; on the Documents tab the new document has Open and Verify.
  8. Verify it"Verify": the dates and reminders update from the document, and the provider's record shows who verified it and when.
  9. Reminders and the recordOn a record: Send reminder, Print record, Edit details, and under More Change sign-in email and Deactivate.

Your first week

Messages, the calendar, your own training, your account, and Help.

  1. MessagesMessages: write to your office, one of its homes, its providers or named people there; each sees it on their home screen, and replies come back to the office.
  2. The calendarThe calendar, read-only: closures and holidays, events, staff dates, due dates, drills and safety, by month, week or list.
  3. My trainingMy training: your own policies to read and confirm, your quizzes and training, and your screening documents.
  4. My accountMy account: your sign-in email, your password, two-step verification, a passkey for this device, your own documents, and the KeepCount updates switch.
  5. HelpHelp: the guides to the regulation, the glossary, who to ask, and Report a problem.

Sections of O. Reg. 137/15 read on e-Laws October 20, 2026. Screens from KeepCount 0.99.191, captured November 2, 2026 in a demonstration organization.