Operations
Treatment, transfer and accommodation lists
The three operations lists under Lists, their shared status filters (Reserved / Approved / Completed) and report export.
Where to find it
Lists
Under Lists in the left-hand menu sit the operation's three main lists: Treatments, Transfers and Accommodation List. User Commissions lives under the same heading.
The calendar answers "when"; the lists answer "what". They read the same data — you filter and export in the list, and see the day's load on the calendar.
Step by step
- The Treatments list shows planned and completed treatments. Filter with All / Reserved / Approved / Completed at the top.
- The Transfers list shows pickups and drop-offs; for record detail see the transfer guide.
- The Accommodation List adds a Checkin / Checkout split on top of the same status filters, so arrivals and departures are separated.
- Once filtered, export the list as a report; the filename carries the list type and date.
Tips and common mistakes
- Tip The status vocabulary is identical across the three lists and the four calendars. Use those three words — reserved, approved, completed — in operations meetings too, and the teams share one language.
- Careful Lists are filtered by your permissions. That is why "my list shows 12 but the dashboard says 340" happens — see reports and lists.
Frequently asked questions
Can I export a list to Excel?
Yes, the filtered list can be exported as a report.
Why are user commissions in this menu?
Commission arises from completed operations, so earnings sit under Lists alongside them. See user commissions.
Can I edit a record from the list?
You can open and edit a record in the transfer list. Other lists send you to the record's own module.