Milestone 2: Discover to Discover Migrations - Mastering Profiles & Printing Attestations

Modified on Wed, 26 Feb at 6:29 PM

TABLE OF CONTENTS


Staff Profiles

When we do a Discover to Discover Migration of Data we only move Active/Current Staff.

For Staff Records - we will move all Current/Active Staff. 
You can advise us if any Current/Active Staff will not be staying on after the Change has taken place, and we will not move them into the new copy of the service. This will need to be provided before the Migration occurs.

To add any one new to your Centre in the Staff/Teacher Screen see here

Child Profiles

When we do a Discover to Discover Migration of Data  we move Active/Current, Future, Waitlist & Enquiry Child Profiles over to the new service.

This includes Current & Future Enrolments/Timetables for all Children.


Print Child's Enrolment Agreement Forms

pre filled data:


  • Go to the Children Menu

  • Click on the Child's Name 

  • Scroll all the way to the bottom

  • Click on Enrolment Agreement Form

  • At the Top of the pop up, Click on Print



Then when the Enrolment Agreement Form pop up appears you can click on Print.



Print a Blank Enrolment Form

  • Go to the Children Menu

  • Click on the Child's Name 

  • Scroll all the way to the bottom

  • Click on Blank Enrolment Form

  • Print


  • OR

    Go to Reports

  • Children Reports
  • Click on Blank Enrolment Form
  • Scroll to the bottom
  • Click on Print


    Print Individual Attestation Forms:
    When you save a change to an enrolment> You will get a pop up asking if you would like to print the Attestation. If you no longer have this pop up enabled
    • Go to Children Menu
    • Click on the Child Name
    • Go to the Enrolment Tab 
    • Click on the Printer Icon


      Print the Attestation Forms in Bulk:
      Make all the changes required for future bookings
      • Go to the Reports Screen

      • Children Reports

      • Children Attestations

      • Select the Dates/3+ only
      • Get Report
      • Select Print / Copy to Clipboard / Export as PDF 


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