Find families without Policy agreements

Issue/Question


Can I find families that have not agreed to policies?

Resolution


You can access this information from your All Families page.

  1. Go to the Families menu > All Families.
  2. Click the Open filters icon. 
  3. Under the Policies, Agreements, Contracts & Messages filter, set Agreed to all active policies? to No
  4. Click Apply.

⚙️Note: User Permissions may limit access to this feature or functionality.

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