Clearing Waivers

 

Setting Expiration Times for Facility Waivers 

If you want to ensure customers sign new waivers periodically, you can have the system make waivers expire after a certain amount of time. This will then prompt staff to obtain a new waiver for the customer the next time they check in.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Waivers/Custom tab.
  3. Under Facility Waivers check Expire facility waivers after X months.  Enter the number of months in the field. Enter 0 to have waivers never expire.
  4. Click Close to finish.

Setting Facility Waivers to Clear at Certain Age 

If you have different waivers for youth and adult members, you can have the system automatically clear the youth waiver when the customer hits a certain age. This will require the customer to sign a new waiver the next time they check in after their birthday.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Waivers/Custom tab.
  3. Under Facility Waivers check Automatically clear facility waiver when customer becomes X years old. Enter the age you would like the customer to be when the system clears the waiver (the default is 18).
  4. Click Close to finish.

Manually Clearing All Waivers

You can clear all facility waivers from the system in settings. This will require all customers to fill out a new waiver the next time they check in. If you are using the digital waiver system, the digital waiver will remain attached to the customer record. Only the check from the Facility Waiver Checkbox is removed which will alert during check in that a new waiver is needed.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Waivers/Custom tab.
  3. Under Facility Waivers click the Clear All Facility Waivers button.
  4. Click Yes on the pop-up window, and then Yes again to confirm. The waivers will now be cleared.
  5. Click Close to finish.

 

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