How do I transfer a child from one centre or license to another?

 

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Before you transfer a child from one license or centre to another, please ensure that you have completed all invoicing, receipting etc. for this child in the old centre first.

 

 

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 the “Category” that the child is in and click “Search”

 

3.      Select the child's name from the drop down list of children's names and click the “Transfer” button.

 

 

4.      If the child is leaving this centre, enter in their last day otherwise you can remove the “Leaving this centre” date by selecting the blank space at the top of the drop down list.

 

5.      Enter the date when the child will start at the new centre.

 

6.      Check the first box if you wish to leave all financial transaction history for this child in the original centre and only transfer the current account balance to the new centre.

 

7.      Check the second box if you wish to transfer all of the financial transaction history and the account balance to the new centre.

 

8.      Check the third box if you wish to transfer the child's reference number to the new centre. If you do not check this box, the child will be assigned a new reference number in the new centre.

 

9.      Check the forth box if you wish to transfer the child’s bond records to the new centre.

 

10.  Check the fifth box if you wish to transfer WINZ details for this child to the new centre.

 

11.  Check the sixth box if you wish to transfer any auto payment details for this child to the new centre.

 

12.  Check the seventh box if you wish to transfer details of holidays taken by this child to the new centre.

 

13.  Check the eight box if you wish to transfer all of the child’s notes to the new centre.

 

14.  From the drop down list, select the name of the centre which this child will be transferred to.

 

15.   When you have completed the details for the transfer and you are SURE that they are correct, click the "Continue" button to complete the transfer and return to the child selection screen; otherwise click the “Cancel” button.

 


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