Replicating Records

Replicating Records

Overview

The Replication menu allows HQ users to copy or move records between centres. The following records can be replicated:

Enrolment Forms
Waitlists
Documents
Checklists
Events
Menus
Risk Assessments
Tags
Custom Forms
Transaction Categories (add new)

Permissions

Staff	❌ No
Admin	☑️ With Can Replicate Documents/Forms/Data
Full Admin	✅ Yes

Steps

💡 When selecting multiple options from a picklist, hold Ctrl/Command to select multiple records and Shift to select a range.

Replicate Centre Documents/Staff Documents

Select Document Type
Select Centre
Select Centre(s) to replicate for
Select Document(s) from the picklist
Click Replicate Document(s)

Replicate Enrolment Forms

Select Enrolment form (Centre - Child)
Select a centre (replicating to)
Click Move or Copy

Replicate Waitlists

Select Waitlist Entry (Centre - Child - Date)
Select a centre (replicating to)
Click Move or Copy

Replicate Checklists

Select Centre (replicating from)
Select Centre(s) (replicating to)
Select Checklist(s) from the picklist
Click Replicate Checklists

Replicate Events

Select Centre (replicating from)
Select Centre(s) (replicating to)
Select Event(s) from the picklist
Click Replicate Event(s)

Replicate Menus

Select Centre (replicating from)
Select Centre(s) (replicating to)
Select dates from the picklist
Click Replicate Menu(s)

Replicate Risk Assessments

Select Centre (replicating from)
Select Centre(s) (replicating to)
Select Risk Assessment(s)/dates from the picklist
Click Replicate Risk Assessment(s)

Replicate Tags

Select Tag type
Select Centre (replicating from)
Select Centre(s) (replicating to)
Select Tag(s) from the picklist
Click Replicate Tag(s)

Replicate Custom Forms

Select Centre (replicating from)
Select Centre(s) (replicating to)
Select Form(s)/dates from the picklist
Click Replicate Form(s)

Manage Transaction Categories

Add New

Select the services you want to add a category for
Click Get Report
Click the green + button
Select Credit or Debit
Enter the Transaction Category Name
Click Add Category

Archive (categories cannot be deleted)

Click the three dots (...) next to the category
Select Archive Item

Edit/Rename

Click on the Centre name
Go to Families > Family Transactions*
Click on the Transaction Category quick link
Click Edit Category (blue button)
Change the name in the Description field
Click Update Category
Repeat for each location with the same category

*Additional service level permissions required

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