Stages represent the individual approval points for a reservation.
Each stage has a particular user assigned to approve the request prior to moving forward towards an approval with the reservation.
Stages are grouped together into stage sequences which define the order of the stages. Stage sequences are attached to standard charges.
For individual steps, forms or waivers that need to be completed, a checklist item can be attached directly to the event type.
Prior to creating stages, the following data points must be created:
Administration > Facility Settings > Stages
To add
From the Stage List page, clicking Add New brings you to the Change Stage page, allowing you to create a new record.
To modify
From the Stage List page, clicking an underlined stage Description displays the Change Stage page, allowing you to make any necessary changes.
On the Change Stage page, you will find the following fields, with the option to Save or Delete the record at the bottom of the page:
You can attach files already uploaded to ACTIVE Net to the different stages as follows:
From the Stage List page, click an underlined Stage Description to display the Change Stage page.
In the Attached File section, click the Add New button to display the Change Attached File page.
From the Change Attached File page, enter a description or a name of the file in the Description field.
Select a file from the Upload Attached File dropdown list.
Note: You can also click the Upload a new file link to upload files to the dropdown list.
Click Save.
The detailed information for the attached files including Description, Attached File and Size is displayed in the Attached File section. You can:
Click the underlined description name to modify the file.
Click the underlined attached file name link to view the file.
To delete the file, go to the Change Attached File page then click Delete.
You can upload new files as follows:
From the Change Attached File page, click the underlined Upload a new file link to display the Upload a New File pop-up window.
In the Upload a New File window, complete the Display Name and Display Description fields. (Required)
From the Local File to Upload option, click Browse to select a file on your computer. (Required)
Click Upload.