Take and release held documents
Record physical custody, return to the owner and verify the last-party exit.
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Before you begin
A shop custody policy, responsible staff and an open session.
Where to go
POS → Board games → Games and documents / Admin session details
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Record only an actual handover. Choose the session/document type and enter only necessary holder details. Document number is optional, not required to open a table.
- Match HELD records to physical documents and store them in controlled custody. Do not photograph documents or put full numbers in session notes.
- If revealing a stored number is necessary, an authorized back-office user selects Reveal. Access is audited and displayed temporarily. POS exposes limited information; do not share a manager PIN to bypass this.
- Physically return the document, then release the hold. RETURNED clears stored holder name/number immediately while retaining return attribution. Returned holds are not a customer directory.
- Game return does not release documents. An early group may settle while others play, but the last group/session cancellation requires every document returned. If one is missing, stop and escalate; do not falsely release it to pass the gate.
How to verify success
Physical custody matches open holds, documents reach their owners and no HELD record remains at session exit.
Limits & things to check
Document custody is a shop-policy choice, not a membership requirement. Do not retain separate copies to bypass release-time erasure.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.