Milestone 2: Mastering Staff, Child, Contact Profiles & Printing Enrolment Forms & Attestations

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.

To add any new families you can see here for how to manually add them into Discover OR

have the family use the Digital Enrolment Form.

If you are a new owner, you will need to print out Enrolment Forms and have the families sign them on or before their first day of attendance.

Each time a child changes their Enrolment/Timetable (the days and times they attend) you will need to print out an Attestation form and ensure the parent signs this on or before the day this takes place. 

To print the Child's Individual Enrolment Forms, with 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'.

Parents can then fill out any missing information, and return them signed for you.

For any future Enrolment/Booking/Timetable Changes, you will need to print out Attestations forms and get those signed by the Parents.

Make all the changes required for future bookings, then go to the Reports Screen > Children Reports > Children Attestations > and you can print them all in bulk for in between the dates you select.