Important Notes
Do not click “Preview & Send.” Kenya will review and send the newsletter herself.
Always save as a draft and notify Kenya once done.
Make sure you’re using the correct template for the correct month/year.
❶ Step 1 – Request Access to Procare
If you do not already have access to Procare, contact Bobby and ask him to request access for you.
Wait for confirmation that you’ve been granted access before proceeding.
❷ Step 2 – Locate the Newsletter File in OneDrive
Open Kenya’s OneDrive folder.
Look for the folder named “Newsletter.”
Inside the folder, locate both files for the current month and year:
Pre-K Newsletter (e.g., “Pre-K Newsletter – September 2025”)
- Toddlers Newsletter (e.g., “Toddlers Newsletter – September 2025”)
Download or open both files so you can copy the information later.
❸ Step 3 – Log in to Procare
Go to Procare and sign in with your credentials.
On the right-hand side of the dashboard, click on “Parent Connection.”
From the menu that appears, click “Newsletter.”
❹ Step 4 – Start the Pre-K/Toddlers Newsletter
Click on “Create New.”
Select “Drag & Drop Editor.”
At the top where it says “Template Not Selected,” click to open the template menu.
Choose the template for the current month and year for Pre-K/Toddlers.
❺ Step 5 – Add Pre-K/Toddlers Newsletter Content
Using the Pre-K/Toddlers file you downloaded from Kenya’s OneDrive folder, copy all relevant text, images, and sections.
Paste or upload the content into the newsletter template in Procare.
Double-check spelling, dates, and images match the file you’re referencing.
When finished, click “Save as Draft.”
❻ Update Hubtasks/Worklenz Task
Go to Hubtasks/Worklenz and locate the task titled “Newsletters Procare (First Day of Month).”
Change the task status to “Sent to Client for Review.”
This covers both newsletters.
❼ Step 7 – Notify Kenya in Connect
In Connect, send a quick message to Kenya letting her know both newsletters are ready.
Example: “Hi Kenya, the Procare newsletters for [Month] (Pre-K and Toddlers) are now saved as drafts and ready for your review.”
❽ Summary Flow
Ask Bobby for Procare access →
Get two newsletter files from Kenya’s OneDrive (Pre-K and Toddlers) →
Create two separate newsletters in Procare using the drag-and-drop editor →
Save both as drafts →
Update Hubtasks/Worklenz →
Notify Kenya in Connect.