How do I move a child from the waiting list to the regular roll?

 

To view a video clip of this procedure click
Pm to am

 

1.      From anywhere in the system, click on the click the blue “Child” puzzle piece at the top left of the screen or from the home screen, click the "Children" icon.

 

2.      Select "Waiting List" from the "Category" drop down box and click the “Search” button.

 

3.      Select the name of the child you wish to move from the waiting list.

 

4.      Click on the “Timetable" button, scroll to the bottom of the screen and click the “Add” button.

 

5.      Follow the steps in “How do I change or modify a child’s enrolled times” module.

 

6.      After you have entered in the child’s timetable and when in the “Child Selection” screen, click the “Modify” button. 

 

7.      Update all of the child’s information including “Birth Date”, “Application Date”, and “Starting Date”

 

The leaving date will automatically be set to the child’s fifth birthday.

 

8.      In the "Attendance" box, change the selection from "Waiting list" to "Regular enrolment".

 

9.      Once you have updated all of the details for the child, click the “Update” button.

 

10.  Click the "Account" button.

 

If the information is not correct, click “Modify” to update the “Invoice Whom” to the billpayers relationship as loaded in the “Contacts”; or click the “Previous” button.

 

11.  Update the child’s contacts information by following the “How do I modify a contact for a child”, and “How do I add a contact for a child” modules.

 


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