Purpose
Make accurate, controlled updates in Playground without changing unrelated student, enrollment, billing, or administrative settings.
Frequency: As needed.
Procedure
1. Clarify the request
Review the requested change and identify what must be added, updated, removed, or reviewed. Ask the client for missing information before editing.
2. Open the correct section
Select the applicable Playground area, such as Students, Enrollment, Forms, Billing, Programs, Attendance, Staff, Reports, or Settings. Confirm the correct account, location, and record.
3. Make only the requested change
Enter the client-provided information and follow existing naming conventions. Do not alter unrelated settings or records.
4. Verify and test
Review the updated student, program, amount, date, form, or setting. Confirm the update saved successfully. When applicable, test the form, billing rule, enrollment workflow, notification, or other automation.
5. Document and notify
Record what changed, the completion date, and any pending issue or exception. Notify the client with a short completion note; if blocked, explain the blocker and recommended next step.
Quality Checklist
• Correct account/location and record selected
• Change matches client instructions
• Dates, rates, and fees verified
• No duplicate information or billing created
• Forms/workflows tested when applicable
• Update saved successfully
• Issues documented
• Client notified
This procedure may support student profile updates, enrollment forms, program setup, billing and fee updates, attendance-related updates, staff or parent information, registration settings, waitlist workflows, and reports.