How do I transfer a child from one centre or license to another?
To view a video clip of this procedure, click
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
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
12. Check the seventh
box if you wish to transfer details of holidays taken by this child to the new
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
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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