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The entry status is shown in the header of the customer record and lets the user see if the customer is not allowed in, or if there is something the customer needs to do before being allowed in.
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When there is a comment on a customer’s record, which does not effect impact entry status (no yellow or red notifications), the icon is a blue-gray color with a comment symbol.
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These are created with the comments button in the header, to the right of entry status, and do not effect affect entry. |
Users can add yellow notifications in RMS. If there is a yellow notification, meaning the customer is allowed in, but something needs to be addressed first, the icon is yellow with a bell symbol.
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If the customer has any forms or wavers waivers that need to be signed before entry is allowed, the icon is yellow with a form symbol.
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If there is a red notification, meaning the customer is not allowed in, the customer entry icon is red with a bell.
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When there are multiple different notifications at the same time, an exclamation symbol shows.
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When there is something showing in the entry status icon, the user can click the entry status icon to see any comments, or missing payments/wavers.
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A user must have permission to view the details of a red notification. They will always be able to see that there is one, but users without permission will need to get a supervisor (with permission) to override the red notification and read the details. |
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Notifications can be dismissed and wavers waivers can be signed from here. |
Notice: The color of the notification matches the color of the message in this dialog.
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The user can show/hide the notifications using the button in the top right.
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A user must have permission to view the details of a red notification. They will always be able to see that there is one, but users without permission will need to get a supervisor (with permission) to override the red notification and read the details. |