Create/Edit/Delete a Waiver

Waivers can be created and assigned to facilities and sessions to capture signed agreements from users regarding safety rules, photo/video use, equipment, or other policies. 

Important Note

• Recreation Management stores the most recently signed version of each waiver. Previous versions are overwritten when a new waiver is signed and cannot be retrieved. To store the files indefinitely, you will need to create a new waiver with a unique name for each program/year. 

Create a Waiver Instructions

1. Navigate to the Configuration tab, Select Checkout Settings, and then Waivers
   
   
2. Select Create Waiver
   
   
3. Fill in fields
   
   
   • Name: Add a name for the waiver
   • Text: Enter waiver content
   • Agreed To: Choose if the waiver must be agreed to Once, Quarterly, Annually, or on Each Registration
     • Once: The user will only need to sign the waiver once
     • Quarterly: The user will need to re-sign the waiver every quarter of the year
     • Annually: The user will have to re-sign the waiver each calendar year
     • Each Registration: The user will need to re-sign the waiver for each individual registration
4. Navigate to the Facilities tab and select the appropriate facilities
   
5. Navigate to the Sessions tab and select appropriate sessions
   
   
6. Select Save New Waiver
   
   

Edit a Waiver Instructions

Important Notes

• CivicRec stores the most recently signed version of each waiver. Previous versions are overwritten when a new waiver is signed and cannot be retrieved. In order to store the files indefinitely, you will need to create a new waiver with a unique name for each program/year.
• Any edits made to a waiver will not be sent to participants on an active roster. The updated waiver will only be sent to new participants

1. Navigate to the Configuration tab, select Checkout Settings, and then Waivers
   
   
2. Click the Edit tool (pencil icon) next to the waiver you want to modify
   
3. Make changes to Waiver Settings
   
   
   • Name: Name of waiver
   • Text: Enter waiver content
   • Agreed To: Select how often the waiver must be agreed to (Once, Quarterly, Annually, or Each Registration)
     • Once: The user will only need to sign the waiver once
     • Quarterly: The user will need to re-sign the waiver 3 months from the date of the last signature
     • Annually: The user will have to re-sign the waiver on the year-to-date of when it was originally signed
     • Each Registration: The user will need to re-sign the waiver for each individual registration
4. Select different Facilities, if applicable
   
5. Select different Sessions, if applicable
   
6. Select Save Waiver
   

Delete a Waiver Instructions

1. Navigate to the Configuration tab, then select Checkout Settings, and then Waivers
   
   
2. Click the X next to the waiver you would like to delete
   
3. Reply OK to the pop-up that asks Delete this Waiver?
   

Resources

• View a User's Signed Waivers and Attachments
• Assign Waivers, Attachments, Prompts, and Tags to a Session
• Edit a Waiver