Navigate to Left Menu > List View > Children > Add New icon
Child Details:
All fields with an Asterisk mark (*) needs to be filled in:
- Child Status:
- Enrolled – Select this if you are enrolling the child
- Waiting – Select this when you don’t have full information and would like to come back to this record later.
- Application date
- Proof of Identity – If you don’t receive the proof at the time of enrolment then the field can be added as Unsighted and it can be updated later.
- Enrolment Start date
- DOB, Gender, Ethnicity code, Language 1 fields need to be filled.
- The Address field is integrated with New Zealand post address finder, so when any address is added in the field, the list of matching names will be shown and you can select from the list to have the selected address added for you automatically.
- Child Picture can also be uploaded at the right side.
- Once the Details tab has all the info filled out, click on NSI Search button to add the NSN for the child record.
Once this is done successfully, proceed to adding more info on the child enrolment – Contacts, Booking, Accounts & Fees, Health and other info.
Contacts Tab:
To add contacts to a child record (Parent/Caregivers/Guardians, Emergency contacts, Additional contacts),
- Click the + icon at the right. Add New Contact > Enter all the details.
- All the mandatory fields are marked with an asterisk.
- If the contact is a Payee, make sure to tick the Payee box to assign the contact.
- Click Save after adding all the details.
Sibling Contacts – https://helpguide.juniorlogs.co.nz/knowledgebase/adding-contacts-to-a-child/
Booking Tab:
Add Booking schedule on this tab.
Click the Add New Booking button, select days and times as required
Once booking is created, the attestation form will get downloaded automatically to your computer and you can get it attested/signed by a parent.
Add booking will pop-up; fill out all required details > Save
- More information on how to work with bookings on this link: New Booking Changes
Updating a certain week or adding temporary booking
The Booking view displays all the enrolments of child, and the Weekly view displays the breakdown of weeks (preview of 11 weeks). With this, you can update a certain week for a temporary booking easily.
Access the Weekly view, and double click on the certain week. Update the changes and click Save. Make sure to download the change of booking form as well.
Accounts and Fees Tab:
Set up the account with WINZ and fee schedule info.
- WINZ subsidy: Click the Add new WINZ button and add the WINZ details as shown on the screenshot below
- Click the + button to Add New Fees
- Select the fee name then the amount gets auto populated.
- Add Effective Start date
- Select WINZ checkbox if there is a WINZ payment; you will see the Note field with the relevant info.
- Select Recurrence pattern to Weekly
- Save and Continue
- Adding Fixed fees
- Adding Hourly fees
Health Tab:
- Add Immunization and other health related information here
Notes and Permissions Tab:
- Select + to Add New Notes. Select the note type and add details as appropriate.
- Permissions: Select permissions as appropriate. You can click on (i) icon to know more details about the permission.
- Activities: If your centre provides Bus/ Van transportation, select the checkbox if the child uses this facility.
Documents Tab:
This is your document management system which allows you to store all your uploaded documents in the cloud for quick access in the future.
- Select + to Add and upload new document and file in the child record.
- Select the document type and add details as appropriate.
Preview of Child records and Print Enrolment:
Once all the details are entered in the form, all the information will be displayed on the Preview box found at the right side of page and is accessible on all of the tabs. Here you can also access and click the Print Enrolment button to print/download the enrolment form and have it signed by the parents. 