|
|
| Line 1: |
Line 1: |
| − | [[File:helpheader_small.png|right]] | + | REDIRECT# [[Clubs,_Clinics_%26_Groups#Member_Details_tab]] |
| − | | |
| − | ''Location in standard build:'' '''''[[Client Details Screen]] > click on "Club and Clinic Membership" > Click on "Update" or "Add"'''''
| |
| − | | |
| − | ''Also located:'' '''''[[Club_and_Clinic_Details_-_Member_Details_tab|Clubs & Clinics "Member Details" tab]] > click on any membership card icon'''''
| |
| − | | |
| − | The Membership Details page shows options relating to membership of a club or clinic. There is a different Membership Details page for every client/club combination - that is, if client A is a member of Club 1 and Club 2, there will be two Membership Details pages, one relating to Club 1 and one relating to Club 2. There is no way to set options for ''all memberships'' for a client - the options need to be set for every club/clinic individually.
| |
| − | | |
| − | | |
| − | [[File:MD_1.png|border]]
| |
| − | | |
| − | | |
| − | The fields available are:
| |
| − | | |
| − | * '''Referral Date''' - this is displayed on some reports. If this person was added to membership using the Record a Contact screen, their membership is linked to a referral, and the Referral Date for that referral will be automatically copied to here.
| |
| − | * '''Referral Id''' - the ID number of the linked referral (if there is a link).
| |
| − | * '''Date Membership Started''' - automatically fills out with the date that the relevant membership started. This field can be manually changed.
| |
| − | * '''Date Membership Ended''' - will automatically fill out (when the page is saved) if the "Current Member" field is changed to "No".
| |
| − | * '''Membership Status?''' - options of:
| |
| − | ** Member - current member, will appear on the "Member Details" tab of the relevant club/clinic
| |
| − | ** Waiting List - currently on the waiting list, will appear on the "Waiting List" tab of the relevant club/clinic
| |
| − | ** Not Member or Waiting List - neither of the above. Usually means that this person was a member, but is no longer. Select this option to end someone's membership.
| |
| − | * '''Membership Criteria Met?''' - "Yes" or "No" options - automatically set to "Yes" when someone is made a member.
| |
| − | * '''Date Put On Waiting List''' - this field automatically fills out when someone is put on the waiting list, but can be manually changed if required.
| |
| − | * '''Date Removed From Waiting List''' - this field automatically fills out when someone is taken off the waiting list, but can be manually changed if required.
| |
| − | * '''Organisation Referred By''' - if the Record a Contact screen was used to add this person to membership, the Referrer for the associated Referral will be copied to this field.
| |
| − | * '''Person Who Referred''' - this looks at the list of Staff and Professionals for its source. This field is only ever filled in manually; it is not automatically filled like the field above.
| |
| − | * '''On Waiting List To Become a Member?''' - If the client is put on the waiting list this will display Yes; otherwise No. Note that someone cannot be on the waiting list and a current member at the same time, and if you change this field to "Yes", the "Current Member?" field below will change to "No".
| |
| − | * '''Last Attendance Date, Next Attendance Due''' - these automatically display
| |
| − | * '''Missed Last Attendance?''' - automatically displays
| |
| − | * '''Total Missed''' - automatically displays
| |
| − | * '''Usual Transport Method''' - the [[Transport Methods|Transport Method]] this person uses for this club/clinic. Used to create [[Transport Sheets]].
| |
| − | * '''Member's Membership Notes'''
| |
| − | | |
| − | | |
| − | ----
| |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:10, 5 September 2016 (BST)
| |
| − | [[File:helpheader_small.png|right]]
| |
