Training librarySTAFF REFERENCE · REVIEWED 22 SEPTEMBER 2026
Use these references during daily work alongside your role training. App access does not replace business approval. Current order records, settings and approved procedures determine what you can do.
Read the role column for the action you need. Section Lead order scope covers the assigned section group, including its gender variants. Missing assignment or group coverage can mean no visible orders.
On a narrow screen, scroll the table sideways. “Available” means the app exposes a control; use it only within your assigned work and approval process.
Partial.ly plans remain provider-managed. General cash access is separate from plan cash controls. Materials access does not grant new purchasing approval. Finish Staff Access and Role Boundaries for guided practice.
Start with the observed problem. Verify an uncertain outcome before retrying an action that could create a duplicate payment, order or message.
Check: Use the staff email provisioned by an Admin and the intended staff sign-in page. Check junk/spam for the link. A Section Lead should land on Orders; missing assignment or section-group coverage can leave their view empty.
Pause: Do not borrow a login, forward a working sign-in link, or request Admin access simply to reveal a screen.
Next: Ask the staff-access Admin to check the account status, role and section assignment.
Related training →Check: Confirm the customer-facing reference, purchaser and masquerader. Clear search and status filters, including Outstanding, and check the season and your permitted scope. Identify native versus legacy origin.
Pause: Do not create a replacement order before verifying that the original is absent.
Next: Escalate with the reference, search/filter details and the customer’s reported purchase time.
Related training →Check: Compare order currency, payment history, provider reference and timestamp. A redirect, screenshot or email is not a substitute for confirmed payment evidence.
Pause: Do not log an online payment as cash or immediately request a second payment.
Next: Send the discrepancy to the authorized payment reviewer. Keep the case open until the source outcome is confirmed.
Related training →Check: Inspect Payment history, the refreshed balance and, where applicable, the plan ledger. Match the amount, collector and time to the actual cash received.
Pause: Do not start a fresh payment for the same cash while the first outcome is uncertain.
Next: Keep custody of the actual cash under the shift procedure; ask the cash-review Admin to verify the recorded outcome.
Related training →Check: Verify the intended address, current order state and notification delivery evidence. Ask the customer to check junk/spam. An email marked sending has an uncertain outcome.
Pause: Do not resend to everyone, change payment records to trigger a message, or promise collection from an email alone.
Next: An authorized Admin investigates delivery and retries only after checking the provider result and recipient.
Related training →Check: Open the correct registration and inspect pending/previous requests. Captured sizes remain unchanged until approval. Review the Admin decision and manufacturing confirmation.
Pause: Do not duplicate a pending request or promise that an unapproved size is being manufactured.
Next: Refer to the sizing-review Admin, who obtains confirmation from authorized manufacturing staff.
Related training →Check: Review the selected variant, linked pool, reservations and current stock settings with the stock owner. Shadow mode records potential problems; it does not block all sales.
Pause: Do not switch off enforcement, force a manual order or promise stock solely because payment arrived.
Next: The stock Admin resolves counts, mapping or reservation exceptions before a retry.
Related training →Check: Identify the original payment channel and reference. Read the supported route and status. Some exception-order and refund labels still contain legacy Ecwid wording.
Pause: Do not send a native refund through an unrelated provider or mark a refund complete without evidence.
Next: Refer to the authorized refund reviewer with the exact message and payment reference.
Related training →Check: Refresh readiness and check full payment, cancellation/refund holds, recipient, supplier mapping and shipping details. Reopen the review when the packet changes.
Pause: Do not dispatch an earlier PDF or mark sent merely because a file downloaded or an email draft opened.
Next: Refer payment issues to finance review and assignment/shipping issues to the Employee Store Admin.
Related training →These are operational meanings, not interchangeable labels. A payment status, a reservation, a production status and a delivery status describe different parts of the work.
Means: The order was created.
Does not confirm: Payment, deposit security, stock commitment or readiness.
Next check: Check payment history, currency and the stored deadline.
Means: The applicable deposit/payment condition is met in the current order record.
Does not confirm: Paid in full or ready to collect.
Next check: Read the remaining balance and any stock or order exceptions.
Means: Some money is recorded and an outstanding amount remains.
Does not confirm: The next instalment is fully covered.
Next check: Check the plan ledger and remaining amount, not just total paid.
Means: The recorded order balance is settled.
Does not confirm: Physical completion, delivery, bank settlement or a completed refund.
Next check: Apply the separate stock, readiness and handover checks.
Means: An instalment’s timing relative to its saved schedule.
Does not confirm: An automatic cancellation or permission to change the amount.
Next check: Read current dates, remaining amount and the plan’s stored terms.
Means: The plan reached the configured hold condition.
Does not confirm: The order has been cancelled.
Next check: Inspect history and refer for the approved next step.
Means: A human cancellation was recorded with its consequences.
Does not confirm: An automatic refund or automatic reopening on a later payment.
Next check: Review the cancellation reason, engine outcome and any separate refund.
Means: An eligible unpaid order passed its stored deposit deadline and was released.
Does not confirm: The same event as a human cancellation, or a guarantee that later payment restores stock.
Next check: Verify the current order, payment evidence and reservation exceptions.
Means: Different reservation stages: held supply, committed supply or fulfilled allocation.
Does not confirm: The same as customer payment status or a production QC result.
Next check: Read the pool and reservation details; escalate mismatches.
Means: The applicable readiness conditions are satisfied in the collection workflow.
Does not confirm: The package has already been handed over.
Next check: Verify the customer, payment gate, physical packages and release permissions.
Means: A collection handover was recorded.
Does not confirm: Every separate box, perk or delivery task was completed.
Next check: Check the actual scope of the recorded handover and outstanding items.
Means: A notification’s recorded delivery attempt state.
Does not confirm: That the customer read it; sending does not prove failure.
Next check: Inspect provider evidence before retrying an uncertain send.
Means: A separate refund workflow and its recorded outcome.
Does not confirm: That cancellation itself returned money or recalculated the plan balance.
Next check: Check the original payment, route, remaining refundable amount and completion evidence.
Means: Distinct supplier fulfilment milestones.
Does not confirm: A PDF download is sent, or a shipping label is delivered.
Next check: Advance only with actual dispatch, shipment or delivery evidence.
This guide identifies responsibilities. Named contacts, private numbers and response-time commitments have not been confirmed here. Use the current internal roster; if the owner is unknown or unavailable, ask your shift supervisor to assign one.
Route to: Staff-access Admin
Include: Staff email, intended role, expected section group, exact error and time. Never include a sign-in link or code.
Route to: Authorized payment reviewer / cash-review Admin
Include: Order and payment references, displayed currency, amount, time, channel, exact error and checks already made.
Route to: Shift supervisor and independent cash-review Admin
Include: Shift/site reference, counted amount, expected amount, custody evidence and unresolved difference.
Route to: Sizing-review Admin / authorized manufacturing staff
Include: Registration reference, captured versus requested values, reason, pending request and manufacturing confirmation status.
Route to: Stock & Capacity Admin
Include: Order, variant/pool reference, quantity, reservation state and exact refusal.
Route to: Authorized Admin / business approver
Include: Original payment and order, requested outcome, reason, prior actions and current provider status.
Route to: Assigned collection desk / authorized production staff
Include: Registration, physical package/box references, release-block message and verified payment/readiness facts.
Route to: Employee Store Admin / fulfilment coordinator
Include: Supplier-order reference, readiness, packet differences, mapping, carrier/tracking and confirmed dispatch evidence.
Route to: Integration-review Admin
Include: Notification/order reference, intended recipient, event time, recorded state and provider outcome if known.
“Order SC-TRAIN01 · 22 September, 10:15 AM Trinidad time · Customer reports an online payment of TT$800, reference TRAIN-PAY. Payment history has no matching entry after refresh. No cash entry or second payment requested. Payment reviewer to verify the provider outcome; desk staff to give the next confirmed update.”
This is fictional. In real work, use the approved internal channel and the minimum necessary customer details. Never put passwords, card details, sign-in codes or working payment links in an escalation note. Record who owns the next action and the agreed follow-up; do not invent a resolution time.
Print or save this reference as a PDF using your browser. These reminders do not record completion or replace the app’s required evidence.
22 SEPTEMBER 2026 · STAFF REFERENCE
All roles: use the permissions matrix, troubleshooting guide, glossary and escalation guide. Cashiers, reviewers, collection and fulfilment staff: review the checklists relevant to your shift. No new app permissions are granted by this documentation.
22 SEPTEMBER 2026 · TRAINING REFRESH
Revised lessons use fresh browser-local progress records. The library now contains 24 modules. Completion requires supervised practice and does not authorize independent work.
Payment methods, stock enforcement and campaign launch settings can change. Holiday Rush is not live simply because a code exists. The latest reviewed Link-Up cancellation-count change was not confirmed applied; do not promise its behaviour from these release notes. Use current approved procedures and escalate discrepancies.