RE: The Help Guide
We highly recommend that you read this Help Guide from beginning to end. This is not a time to take a short-cut.
The Help Guide is only 4 pages and will take just a few minutes of your time to read. The Help Guide will give you a great perspective on how your Custody Junction Account can benefit you and your child(ren).
If you need to contact our Support Staff, you can do so by sending us an e-mail or by calling 1-800-680-9052.
B. Scheduling Calendar
C. The Tracking Center
D. Reporting Center
The Features and Capabilities of Custody Junction:
There are three main areas of your account. These areas consist of the Scheduling Center, Tracking Center, and Reporting Center. Each distinct area has a unique purpose, but each compliments the other to offer the most robust custody and support management tool available today.
Your account settings are initially established at the time of creating your account. These setting can be managed at any time. The only account setting that cannot be changed is your "username". This is a unique identifier for the system that must remain constant.
You have options to add guest access and open (with or without restricted) access for the Other Parent. You can also select automated e-mail notifications for the Other Parent and /or guest account and these notification settings can also be controlled in the Scheduling Center on an Event-by-Event basis.
Your child(ren)'s information (names and birth dates) and payment information can also be changed or updated at anytime
Here are the 5 possible account status conditions:
Paid (Standard) - Account has been paid and the renewal date is in the future.
Free Trial - Account is in 10 day trial period.
Inactive Free Trial - The trial period has ended. The customer gets an additional 10 days to pay for the account. During this time, no changes can be made and no data can be viewed. At the end of this extra 10 day period, if payment is not received, the account will be Disabled.
Inactive Standard - The renewal date has passed for a customer who has paid before. The customer has 10 days to renew while the account is inactive. During this time, no changes can be made and no data can be viewed.
Disabled - After an account is Inactive for 10 days, the status is changed to Disabled. The user cannot log in. This allows the customer to pay and not lose any data.
In the upper right area of each page within your account, you will see a "Help" link. This link provides access to e-mail and toll free phone support. Most customers find the answers they need inside this Help Guide, but we are always available to offer our assistance.
B. Scheduling Calendar
This Scheduling Center manages your possession, parenting, and support payment Events through a calendar interface. If you desire, your Scheduling Calendar can be shared with the Other Parent either online or offline by printing it. The Scheduling Center appeals to all types of custody arrangements (sole, joint, shared, split, friendly, non-friendly etc.).
Scheduling Center Functions:
- Add your Child-Exchange "Events".
- Add your Parenting "Events".
- Add your Holiday/Special "Events".
- Add your Support Payment "Events".
- Add your Phone-Time "Events".
- Add or delete "Events" at anytime.
- "Events" can include children individually or collectively.
- "Events" can be tagged as reoccurring or repeating.
- All "Events" are color coded by parent for easy viewing.
- Special notes may be added for each "Event".
- "Events" can be specified as court ordered.
- Ability to send e-mail notification and dual reminder alerts.
- Schedule can be established up to two years in advance.
- Three different viewing options (daily, weekly, monthly).
- Printer friendly options.
Setting Up Your Scheduling Center Calendar:
Setting up your Scheduling Calendar is the first step to begin using your Account. Without a schedule there is nothing to track or report.
In your Account Settings you are able to give access to the Scheduling Calendar to the Other Parent with a unique username and password. This option will allow him or her to view and/or make additions or changes to the Calendar (additions and changes may be restricted if desired). Giving access to the Other Parent or a Third Party is always optional and access can be opened or closed at any time through the "Account Settings" area.
Step 1 - Adding the Other Parent's Child Exchange Events:
Begin by adding the Child Exchange Events that specify when the Other Parent will have the child(ren). This is typically done by referencing a visitation or parenting time schedule that has been agreed upon by you and the Other Parent or one that has been ordered by the court.
In the upper right corner of the Calendar you will see the "Add Event" function. In the pull down menu there are 7 event types to choose from. Initially you want to focus on your Child Exchange Events, so select this Event type to be advanced to the Child Exchange Intake Form. This form will allow you to add your first Event.
The reason you are adding the Other Parent's Events before yours is because all the days in the Scheduling Calendar default to your color code blue (if your are the Father) or pink (if you are the Mother). For this reason it is recommended to first add the Child Exchange Events for the Other Parent.
When completing your Child Exchange Events for the Other Parent you will have the option to designate whether or not they will be repeating. This option will allow you to add Events in the future without having to enter every single Event over and over. You are able to designate an Event as repeating up to 2 years into the future. For example, if the Other Parent is supposed to have the child(ren) every other Saturday from 9 am to Sunday at 5 pm, you can create one single Event and have it repeating.
Keep in mind that all Events can be edited or deleted at any time, so if you make a mistake it can easily be fixed. Also, as you begin to use your Scheduling Calendar you will find that you will make adjustments to Scheduled Events as you and the Other Parent need to deviate from your existing "Visitation/Parenting-Time" arrangement.
It is understood that there will be some flexibility in the Scheduling Calendar and the system will permit and expect editing as circumstances will and always do change. The goal of the initial set-up of the Scheduling Calendar is to establish a base.
Step 2 - Adding Your Child Exchange Time Events:
You have the option of adding your own Child-Exchange Events. We suggest doing so, but it is not required.
You should be aware that any non-scheduled time in your Scheduling Center will be automatically assigned to you in your account. In many cases this would be fine, but be advised that any unscheduled time within the Scheduling Calendar will be assigned to you in the Reporting Center and could distort the amount of possession time or overnights you actually have.
Editing an Event:
In the Scheduling Calendar, you will see a "checkmark" button that is associated with each Event. Click on the "checkmark" button and you will be advanced to the Edit Event Form. If you are changing a one-time or repeating Event make sure you select the correct option: change only this event, change this and future events, or change ALL events. Also, if it is a Repeated Event make sure you have the correct Repeat Start Date selected or you may have unexpected duplicate Events within your Calendar.
If you want to "edit" an Event that has a past-date and/or time you will get an "Alert Message" prior to being advanced to the Edit Form.
Deleting an Event:
In the Scheduling Calendar Interface, you will see a "X" button that is associated with each Event. Click on the "X" button and you will be advanced to the Delete Event page. If the Event is recurring, you will be prompted to delete just this single Event, all future Events, or all past and future Events that are in the Scheduling Calendar.
If an Event has a past-date and/or time you will get an "Alert Message" prior to being advanced to the Edit Form.
Event Types and Descriptions:
Child Exchange - used for scheduling your "Visitation/Parenting Time" arrangement. This Event type will specify who has the child(ren) and when according to an agreed upon arrangement or one that is ordered by the court.
Parenting - used for scheduling Events in which the children are involved. For example, pick-up from school, sports, doctors visits, church, choir, tutoring, and child care.
Holiday/Special - used for scheduling holidays, birthday, and special Events each parent will have possession of the child(ren).
Vacation - used for scheduling the vacation Events each parent will have with the child(ren).
Support Payments - used for scheduling child or spousal support payment Event.
Phone Time - used for scheduling the time the other parent will make phone calls to talk to the child(ren).
Miscellaneous - used for scheduling all other Events that you desire to be scheduled or shared through the Scheduling Calendar. Often times this event type is used to add special notes.
Calendar Viewing Options:
Your "Viewing Options" are located in the lower left corner of your Calendar. Please keep in mind that your viewing option "sticks" throughout each page of your Scheduling Calendar until a different viewing option is selected. It is suggested to leave your Scheduling Calendar in the "Month" view when creating or updating your Scheduling Calendar. We have also found that most users prefer the "Month" viewing option at all times.
Calendar Icon Legend:
The "Legend" will appear in the lower right corner of your Calendar after your first Event has been added. The "Legend" is for reference purposes only. It is intended to display what the icons represent throughout the Scheduling Calendar. As you continue to use your account, you will become very familiar with these icons and what they represent.
C. The Tracking Center
The Tracking Center allows you to provide detailed records of all of your "Events".
Your Tracking Center will prompt you to track all Events that have occurred which are part of your Scheduling Calendar and it will also allow you to track any Events that occurred that were not added to your Scheduling Calendar. Tracking Events that were never added or unexpected is done by using the "Add Fast Track Event" feature.
Your Tracking Center alerts you of each "Event" that requires your attention, so you can "Track" if desired. Tracking an "Event" allows you to provide the valuable documentation and detail that is needed to monitor your parenting arrangements. Any Events that went as planned and do not need any further documentation should always be "Cleared".
Keep in mind that the Reporting Center uses the information that is added in your Scheduling Center and Tracking Center to generate your reports.
Tracking Center Functions:
- Time-stamped (for legitimacy).
- Specify the children present.
- Make comments and tag them by subject matter.
- Scheduled Start & End Times vs. Actual Times.
- Specify other people present.
- Specify multiple expenses.
- Specify personality or moods.
Tracking Scheduled Events from Your Scheduling Center:
All post-dated Events from your Scheduling Center will appear in your Tracking Center. The goal is to provide tracking information for all Scheduled Events that require it. Also, you will see a "Fast Track" section within the Tracking Center which will allow you to track events that are not part of your Scheduling Calendar. The "Add Fast Track Event" option is used to track Events that were never added to your Scheduling Calendar.
The "Clear" Button:
You will have the option to "Clear" each Event. This should only be done when "Tracking" the Event is not needed or required. This would mean the Event went as planned and no part of the Event needs further documentation. Please be advised that once the "Clear" button is clicked and confirmed, the corresponding Scheduled Event will be removed from your "Tracking Center". Once it has been "cleared", the only way to track a "Cleared Event" is to click the "Show Cleared Events" button. This button only becomes available in the upper right corner of your Tracking center once an Event has been "cleared".
The "Track" Button:
This will advance you to a Tracking Event Form that will allow you to enter information pertaining to that specific Event. Once you Track an Event, it will appear in the Tracking Center with the options to Edit/View Details/Print & Delete the Tracking Event. Keep in mind that each Tracking Event records two dates and times (the initial tracking date and the last updated date) and they are displayed within the Tracking Event Detail in the lower right corner. The reason for the two dates is to provide validity.
To use your account to its fullest potential, you should Track as many Events as possible. The information provided in the Tracking Center is what can build a solid case and provide proof in court. This is also the information that the "Reporting Center" uses (along with the information in the Scheduling Center) to provide statistical reports to analyze your historical parenting situation.
The "Edit" Button (Only Available for Tracked Events):
This will allow you to view your current Tracking Event information within the Tracking Form, so you can easily make any additions or changes. Keep in mind that your account will keep record of the most recent date and time the Tracking Event has been updated for validity purposes. You should limit your editing of Tracking Events, but if you need to, you should add to the comment section exactly why you made an additional update.
The "Details" Button (Only Available for Tracked Events):
This will allow you to view your Tracking Event details in a stand-alone view (on a page by itself). This function provides easy reference.
The "Print" Button (Only Available for Tracked Events):
This will allow you to view your Tracking Event details in a printer friendly format. The printer friendly format opens in a new browser window for easy reference and printing. We recommend printing all of your Tracking Events and keeping them in a three-ring binder for back-up and off-line reference purposes.
The "Delete" Button:
The Delete Button will only appear once an Event has been tracked. This gives you the ability to delete a Tracking Event. This Delete Button will not remove a Scheduled Event from the Tracking Center, but rather return in to the status of being able to "Clear" or "Track" the Scheduled Event.
The "All Tracked Events Details" Button:
This button will advance you to a display page to view all of your Tracking Events for the selected month. On this page you will see the option to edit and/or print your Tracking Events. It is recommended that you print each "Tracking Event" for your off-line records and store them in a 3-ring binder for easy reference.
The "Show Cleared Events" Button:
This button will show all "Cleared" event for the selected time period. This button only appears in the Tracking Center if there actually is a "Cleared" Event. This is the only way to actually view all "Cleared" Events for the time period as well as being able to Track them after they have already been "Cleared".
Fast Track Events:
This area of the Tracking Center will allow you to Track Events that are not part of your Scheduling Calendar and is also best used if you have neglected to keep your Scheduling Calendar current. The "Add Fast Track Event" feature will allow you to add "Actual" Event Details for recording purposes, which will also be included in any reporting done in the "Reporting Center".
D. Reporting Center
The Reporting Center gives you the power to drill through all of your Scheduling Center and Tracking Center data to produce statistical reports based on selected characteristics and date parameters. These custom generated reports allow you to analyze your parenting situation and provide reports to the other parent, an attorney, and/or the court if necessary. You can also view and print the details of each Event included in any given report.
The Reporting Center is one of the most powerful parts of your account because it allows you to organize and make sense of everything you have entered in the Scheduling Center and Tracking Center. Keep in mind that the more you schedule and the more you Track, the more comprehensive and effective your reports will be. This is why keeping up with your Scheduling Center and Tracking Center is so important.
Initially, The Reporting Center often goes unrecognized as the most valuable part of your account. After using your account for a few months or even weeks, you will be able to start generating reports.
Your Standard Report will compare Scheduled vs. Actual Possession Time and the number of Scheduled vs. Actual Overnights for a selected date range. It is important that you Track all of your Scheduled Events in your Tracking Center for your selected date range because this is the data that is used to calculate the "Actual" amounts. If you have not completed all of the tracking of your Scheduled Events, you will get an alert message in red prompting you to do so. This will appear in red at the top of your Report.
Towards the upper right of the Reporting Center you will see an "Advanced Reports" Button. This area will give you the opportunity to enhance your Reporting capabilities along with being able to include the Scheduled and Actual Event Details within the Report for easy reference and printing.