How do I require initials for change requests?

Requiring initials for change requests is a handy tool that allows the admin to keep track of what changes were made by who.

Step 1: General settings

1. Go to settings
2. Under administration, select “General Settings”

Step 2: Providing initials when accepting change requests

1. Scroll down to “Booking Interface” and select yes or no to the following question “Staff must provide initials when accepting a change request” and any other initial related settings

Where can I see the initials for change requests?

You can view who made the changes per order by scrolling to the bottom of the page and clicking “Show log of changes to this order” or “Show log of edits to the booking instructions” depending on what you are looking for.

Additionally, you can also view your “Users” report to view all changes of all staff or filter down to a specific user.