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Find a ParticipantCompliance Tracker
Search 0 tracked cases by name, email, phone, OL, or App ID. Shows compliance + where they're placed.
Participant Roster 0 cases
Filter:
| Name | OL # | School | Cohort | H&L | SHPT | Orient. | Staff | # Contacts | Last Contact | Last Login | |
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Your Caseload
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My Active Cases 0 visible
| Name | OL # | School | H&L | SHPT | Orient. | # Contacts | Last Contact | Last Login |
|---|---|---|---|---|---|---|---|---|
| No cases assigned to you yet. | ||||||||
Build a Contact List
📧 One-Click Requirement Emails (no-reply)
A focused second comms center — just requirements. Everyone below is missing at least one core item (Hats & Ladders, SHPT, or Orientation). Sort any column to triage fast, then hit 📧 Send to email that participant a personalized no-reply note that names exactly what they still owe and includes their login details. Sends are stamped to you and logged on the case timeline.
Tip: type your name in the “You are” box at the top — every send is stamped with your initials. Use 👁 Preview to see the exact email and make minor edits (save them as the default for all sends, or apply to just one). With Confirm each send on, the row asks once before it fires; turn it off for true one-click rapid sends.
Suggested Message Templates
📱 H&L Reminder Text
Hey! 👋 This is NYCID — your Hats & Ladders training isn't done yet. You won't get placed in a job until you finish it. Log in here: [link]. Hit me up if you need help! 🙌
📱 SHPT Reminder Text (OY)
Hey! 👋 NYCID here — you still need to finish your Sexual Harassment Prevention Training before you can start working. It only takes ~30 min. Link: [link]. Reply if you have questions! 💪
📱 Orientation No-Show Text
Hey! 👋 We didn't see you at SYEP orientation. You need to attend one to be placed in a job. Here are the remaining sessions: [dates]. Pick one and confirm with me ASAP! ⏰
Seed from Consolidated Workbook CSV (Recommended)
Use this if you already have the per-school orientation dashboard workbook with H&L / SHPT / Staff / Notes filled in. Upload the single consolidated CSV (built from all 11 per-school tabs of the workbook) and every record lands in one shot — including school, cohort, staff assignments, and the full outreach note history. The CSV must include a School and Cohort column on every row.
📦 Drop the consolidated workbook CSV here, or click to browse
Required columns: Application ID, School, Cohort. Optional: Last Name, First Name, Gender Pronoun, Home Phone, Cell Phone, Emergency Contact - Phone, Email, Second Email, YEPS Orientation Complete (H&L), SHPT, Orientation Attendance, Staff, Note
Seed from Master Enrollment CSV
Use the same Application Report CSV you've been using all along (the one with Application ID, Service Option, SB School Name, DOE School, etc.). The app will detect cohort (YY/OY) from Service Option and pull school from any of the school-name columns. This is non-destructive — existing outreach logs and H&L/SHPT statuses stay intact for any participants already tracked.
📁 Drop the master enrollment CSV here, or click to browse
Looks for: Application ID, Service Option, Last Name, First Name, Email, Second Email, Cell Phone, Home Phone, Emergency Contact, SB School Name, DOE School, Other School
Or upload one workbook tab at a time (e.g., IAM OY)
If your workbook tab is already populated with H&L / SHPT / Staff / Notes, save that tab as CSV and upload here. The app will preserve those values.
Update Hats & Ladders Completion
Upload the latest Hats & Ladders report (the CSV with Application Id, Name, Date, Orientation Completed). For every row marked Yes, the matching participant's H&L status is set to complete and a timeline entry is logged. Rows marked No are skipped — nothing is overwritten or rolled back. Safe to upload as many times as you want.
🎓 Drop the H&L report CSV here, or click to browse
Looks for columns: Application Id, Orientation Completed
🔍
Dry run — here's exactly what will change
Sync & Maintenance
🔄 Sync Orientation Attendance
Re-checks the
attendance collection and updates each participant's "Orientation Attended" flag. Match is by App ID first, then primary email, then secondary email.⬇️ Export Full Roster CSV
Download everything (with H&L, SHPT, OA, staff, last contact) — for your records or to share with the team.
⬇️ Export Filtered Roster CSV
Same columns as Full Roster, but only the rows currently visible after applying the search and filter dropdowns on the participant list. Filename includes the active filters so multiple downloads stay distinct.
🚨 Find & remove duplicates
Scan for participants with the same name & email but multiple records. Backs up the duplicates to a CSV before deletion so nothing is lost.
🔧 Reconcile Compliance Records
Compare every tracked record against the master enrollment roster. Surfaces ID drift (right kid, wrong OL), truly missing records, and enrolled-but-not-tracked youth. Includes the one-click "Fix all ID drift" button.
🩹 Fix Attendance OL Errors (at the source)
Scans the attendance data for confirmation records whose OL isn't on the master roster but whose name uniquely matches an enrolled youth. Lets you rewrite the wrong OL directly on the attendance record so the source is corrected and the error never re-enters on future syncs. Backs up originals to CSV first.
📩 Youth Help Requests
Youth who submitted the "Notify NYCID" form from the Self-Paced Orientation video — they already attended a live orientation, can't log in, or have another issue. Review and follow up. "Already attended live" cases usually need a manual orientation certification.
♻️ Restore Manual Certifications
If any manual orientation certifications were lost in a past merge, this finds them by reading each record's own audit trail and re-applies them — original certifier, date, and proof intact — in one click. (The sync now also does this automatically as its last step, so it stays fixed.)
🎯 Reconcile against enrollment CSV
Upload your current master enrollment CSV. Records in this tracker whose Application ID isn't on that list will be flagged as candidates for removal. All outreach logs, SHPT, H&L, OA, and staff assignments are preserved on matching records — nothing is modified.
⚠️ Danger zone
Wipe all compliance tracking records (does NOT delete attendance data). Use only if you need to start over.
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Outreach today
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Outreach this week
last 7 days
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Staff active today
at least 1 outreach logged
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Per-Staff Activity
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Per-School Progress
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Live Activity Feed
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