Master Roll Walk Through

Room Summaries The Master Roll includes a Room Summary section, displaying attended bookings in each room at your service. You can take a look at your occupancy broken down by room and day. If you click on a room, the Master Roll will filter the view down to that room only for attendances. If you click on the day, you will be shown a breakdown of the sign in/outs for that day, bookings and capacity information. Follow these steps to see your room summaries:

1. Navigate to the Master Roll
2. Look for the white toggle button on the top-right the master roll container
3. Click to show the room summary pop-down.
4. Click on a room name (highlighted in yellow) to filter the master roll by that room.

Settings The Settings menu in Master Roll will show you 3 different menus with different functions to assist you; Audit Log, Tools and Settings. To view the centre's Master Roll settings, navigate to the green gear icon in the top right hand corner. Audit Log The colour on the left hand side of each log aligns to the colour coding below: Navigate through the pages or use the search bar to look up a specific name, date or process. Tools This menu item can be used to refresh child accounts, and can be helpful when adding or removing bookings, recalculating CCS estimates or applying discounts. Any changes picked up by this action will apply to parent accounts. You can update the child accounts by:

1. Select the Child/children
2. Press the green gear button
3. Navigate to Tools
4. Select Update Accounts

Settings This menu allows you to make changes to your view of the Master Roll, with these settings locked to the user and not the centre, so each administrator can set up to their preference. General Settings

• Turn on a 7 day Calendar View
• Auto Expand Sessions
• Display Room Summary and select to view through Occupancy or Bookings
• Turn on the floating search bar

Child Profile

• Show Picture
• Show Child Age
• Show Primary Carer

Master Roll Filters Master Roll allows users to reduce the list of bookings down to the criteria specified. The list of filtering options are:

• Child Name
• Booking
• Age
• Rooms
• Dietary Requirements
• Allergies
• Medical
• Grade
• School
• Class

To filter, use the frequently used filters on the master roll screen or to further filter:

1. Select All Filters
2. Apply the filters relevant to your search
3. Select Show Results
4. Done

To reset your page and remove all current filters:

1. Select All Filters
2. Select Reset Filters
3. Done

Note: To view historic log of filters, press the clock face button to the right of the search bar to view.

You can use these arrows to navigate through historical data and future bookings on the Master Roll

You can click the current week and use the calendar to navigate into future or past weeks

Sorting the Master Roll Sorting Master Roll In Master Roll, users can sort the list of children with ease. The order selected by an administrator will be the default sort order each time the Master Roll is accessed. The list of sorting options are:

• First Name (A-Z or Z-A)
• Last Name (A-Z or Z-A)
• Age (Ascending or Descending Order)
• Birthday (Soonest to Latest/ Latest to Soonest)

To sort the order children appear, select the criteria by which to filter using the drop down at the top of the Master Roll.

Bookings on the Master Roll Attended: Child attended the booking/session Planned Absence: Child will not be attending this Booking/Session Standard: Child did not attend the booking/session Holiday: Family is absent and on Holiday Casual: Child did not have a booking but was signed in creating a casual booking, or assigned a fee flagged as 'casual' App: Child has been booked in via the Mobile Bookings QKFS: This booking meets the requirements for a QKFS program and/or discount

This coloured pill indicates the type of booking. You might see Casual, QKFS or App appear here with different coloured labels

This coloured bar indicates the attendance information attached to the session. To learn more about digital attendances in Office, click here.