Viewing or modifying checklist transactions

You can view all the obligatory waivers and transaction checklist items that have been provided to, signed, or completed by customers. In the Transaction Checklist section, you can view all checklist transactions that have occurred for an activity, membership package, and daycare program. 

 

    1. Choose one of the following:

      1. Go to Administration > Registration Settings > Activities > search for and select an activity > Manage Checklist Transactions.

      2. Go to Administration > Daycare Settings > Programs > search for and select a program > Checklist Transactions.

      3. Go to Administration > Membership Settings > Packages > search for and select a package> Checklist Transactions.

      4. Go to Administration > Population Settings > Customers > search for and select a customer > List Checklist Transactions.

      5. Go to Front Desk > Population > Customers > search for and select a customer > List Checklist Transactions.

    2. Click the Description of the transaction that you want to modify, if applicable.

    3. Click the checkbox for a checklist item to change whether or not it has been completed.

    4. Click Save.

Related topics

Modifying checklist transactions for a permit

Viewing customer transactions

Creating a special handling alert for a customer

Looking up a receipt

 

Return to Registration Settings

Return to Daycare Settings

Return to Membership Settings

Return to Population Settings

Return to Customers