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Replication

Last Update 2 个月前

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
  • Regular Visitors
  • 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
  1. Select Document Type
  2. Select Centre
  3. Select Centre(s) to replicate for
  4. Select Document(s) from the picklist
  5. Click Replicate Document(s)

Replicate Enrolment Forms

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

Replicate Waitlists

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

Replicate Checklists

  1. Select Centre (replicating from)
  2. Select Centre(s) (replicating to)
  3. Select Checklist(s) from the picklist
  4. Click Replicate Checklists

Replicate Events

  1. Select Centre (replicating from)
  2. Select Centre(s) (replicating to)
  3. Select Event(s) from the picklist
  4. Click Replicate Event(s)

Replicate Menus

  1. Select Centre (replicating from)
  2. Select Centre(s) (replicating to)
  3. Select dates from the picklist
  4. Click Replicate Menu(s)

Replicate Risk Assessments

  1. Select Centre (replicating from)
  2. Select Centre(s) (replicating to)
  3. Select Risk Assessment(s)/dates from the picklist
  4. Click Replicate Risk Assessment(s)

Replicate Tags

  1. Select Tag type
  2. Select Centre (replicating from)
  3. Select Centre(s) (replicating to)
  4. Select Tag(s) from the picklist
  5. Click Replicate Tag(s)

Replicate Custom Forms

  1. Select Centre (replicating from)
  2. Select Centre(s) (replicating to)
  3. Select Form(s)/dates from the picklist
  4. Click Replicate Form(s)

    Replicate Regular Visitors

    This feature is not included in the Replication menu. You can instead:

    1. Select Service
    2. Select Configure
    3. Select Manage Visitors
    4. Click the Actions (...) button for the Regular Visitor you want to replicate
    5. Edit Visitor
    6. Select the Centre(s) you would like to the Visitor to appear in as a Regular Visitor
    7. Click Update

    Manage Transaction Categories

    Add New
    1. Select the services you want to add a category for
    2. Click Get Report
    3. Click the green + button
    4. Select Credit or Debit
    5. Enter the Transaction Category Name
    6. Click Add Category

    Archive (categories cannot be deleted)

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

    Edit/Rename

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

    *Additional service level permissions required

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