This article is for NSOs who want to create a booking checklist.
Included in this article:
- Who can create a checklist
- What does the checklist do
- How to create a checklist
- Watch-outs
- Amend/delete a checklist
Who can create a checklist
Checklists can only be created by an NSO.
What does the checklist do
Provides, as it says, a checklist against a booking. This is for an admin to:
- ensure they have completed all the required jobs to organise a booking
- make comments in the checklist to keep track of progress
Use of the checklist is optional.
Importantly, checklists are created at the package level, this means checklists can be tailored to different booking types, eg Teacher vs Coach delivered
How to create a checklist
- Go to OfficialsHQ https://home.officialshq.com/
- Go to Configuration -> School bookings -> Packages
- Click on a package you want to set the checklist for
- Select the tick icon
- Select the plus button
- Enter the checklist information
| Field name | Purpose/info |
| Sequence number |
This is the order the checklist item will show in the checklist screen and against the booking. Make the sequence number for your first task = 1 and increment upwards |
| Name | Name of the checklist item |
| Name English | Name of the checklist item |
| Number of days before courses |
This is the count of days the task needs to be completed before the booking starts. This will show the deadline date to complete the checklist item
eg if the booking start date = 20th April checklist number of days before = 15 the checklist date in the booking = 5th April |
- Show number checkbox (this function is under development
- Select the Save button
Watch-outs
Multi-user usage
As an NSO you may not be directly involved in the organisation of a booking, you may delegate this to an SSO or a Provider.
The SSO or Provider will see, and may want to use, the checklist function.
In this instance, please ensure the checklist is generic enough for the users who are administering a booking.
Amend/delete a checklist
Amend
- Go to OfficialsHQ https://home.officialshq.com/
- Go to Configuration -> School bookings -> Packages
- Click on a package you want to set the checklist for
- Select the tick icon
- You should now see a list of checklists
- Click on the checklist you want to amend
- Select the pen icon
- Make your required adjustments
- Select the save button
Delete
- Go to OfficialsHQ https://home.officialshq.com/
- Go to Configuration -> School bookings -> Packages
- Click on a package you want to set the checklist for
- Select the tick icon
- You should now see a list of checklists
- Click on the checklist you want to delete
- Select the bin icon