Click on any entry to view and edit its details. The entry detail panel has multiple tabs for different types of information.
Opening Entry Details
- Go to Waitlist
- Click on any entry row
- The detail panel opens on the right
EJ
Emma Johnson
Position #1 · Toddlers
Profile Tab
View and edit the entry’s basic information:
Contact Information
- Name (first and last)
- Email address
- Phone number
- Emergency contact
Entry Details
- Date of birth / Age
- Gender
- Location and Group
- Current status
- Tags
- Custom field values
Making Changes
- Edit any field
- Click Save to apply changes
- Changes are logged in the Activity tab
Notes Tab
Internal notes that aren’t visible to the family:
Adding a Note
- Go to the Notes tab
- Type your note in the text area
- Click Add Note
Note Features
- Notes are timestamped
- Shows who added each note
- Notes appear in reverse chronological order
- Notes are searchable
Tip: Entries with notes display a small indicator icon in the waitlist table so you know there's additional context.
Documents Tab
Manage required and uploaded documents:
Document Statuses
- Not Uploaded — Document hasn’t been submitted yet
- Pending Review — Uploaded and awaiting your review
- Approved — You’ve approved the document
- Rejected — Document was rejected (can be re-uploaded)
Reviewing Documents
- Click on a pending document to preview
- Click Approve or Reject
- If rejecting, add a reason (optional)
Uploading Documents (Staff)
Staff can also upload documents on behalf of entries:
- Click the document type
- Select a file to upload
- The document is marked as pending or auto-approved based on your settings
Activity Tab
A complete audit trail of changes to this entry:
What’s Logged
- Status changes
- Position changes
- Document uploads and reviews
Activity Details
Each log entry shows:
- What changed
- Who made the change
- When it happened
Quick Actions
From the entry detail panel, you can:
- Send Notification — Email the family with updates
- Archive — Hide from active view (if completed/removed status)
- Delete — Permanently remove the entry
Warning: Deleting an entry is permanent and cannot be undone. Consider archiving instead.
Related Articles: