Difference between revisions of "Membership Details"

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''Location in standard build:'' '''''[[Client Details Screen]] > click on "Club and Clinic Membership" > Click on "Update" or "Add"'''''
 
''Location in standard build:'' '''''[[Client Details Screen]] > click on "Club and Clinic Membership" > Click on "Update" or "Add"'''''
  
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''Also located:'' '''''[[Club_and_Clinic_Details_-_Member_Details_tab|Clubs & Clinics "Member Details" tab > click on any membership card icon'''''
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''Also located:'' '''''[[Club_and_Clinic_Details_-_Member_Details_tab|Clubs & Clinics "Member Details" tab]] > click on any membership card icon'''''
  
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===Options for a client's membership of a group===
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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.
  
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When you click "add" or "update", you will be shown the options for this person's membership of that particular group.
 
  
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[[File:CCM_2.png|border]]
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[[File:mem_ber.png|900px|alt="a screenshot of the membership card for a client called betty, who's a member of the forum meetings clinic."]]
  
  
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The options available are:
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The fields available are:
  
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* '''Referral Date''' - this is displayed on some reports. If this person was added to membership using the Record a Contact screen, the Referral Date for that referral will be automatically copied to here.
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* '''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.
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* '''Organisation Referred By''' - as above, if the Record a Comtact screen was used to add this person to membership, the Referrer for that referral will be copied to this field.
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* '''Referral Id''' - the ID number of the linked referral (if there is a link).
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* '''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 two above.
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* '''Date Membership Started''' - automatically fills out with the date that the relevant membership started. This field can be manually changed.
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* '''Date Membership Ended''' - will automatically fill out (when the page is saved) if the "Current Member" field is changed to "No".
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* '''Membership Status?''' - options of:
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** Member - current member, will appear on the "Member Details" tab of the relevant club/clinic
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** Waiting List - currently on the waiting list, will appear on the "Waiting List" tab of the relevant club/clinic
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** 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.
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* '''Membership Criteria Met?''' - "Yes" or "No" options - automatically set to "Yes" when someone is made a member.
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* '''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.
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* '''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.
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* '''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.
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* '''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".
 
* '''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".
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* '''Date put on Waiting List''' - this field automatically fills out, but can be manually changed if required.
 
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* '''Current Member?''' - should be "yes" unless the person is on the waiting list (see above). If changed from "no" to "yes", the "On Waiting List" field above will automatically change to "no".
 
 
* '''Last Attendance Date, Next Attendance Due''' - these automatically display
 
* '''Last Attendance Date, Next Attendance Due''' - these automatically display
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* '''Date Membership Ended''' - will automatically fill out (when the page is saved) if the "Current Member" field is changed to "No"
 
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* '''Usual Transport Method''' - the [[Transport Methods|Transport Method]] this person uses for this club/clinic. Used to create [[Transport Lists]].
 
 
* '''Missed Last Attendance?''' - automatically displays
 
* '''Missed Last Attendance?''' - automatically displays
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* '''Total Missed?''' - as above
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* '''Total Missed''' - automatically displays
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* '''Notes'''
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* '''Usual Transport Method''' - the [[Transport Methods|Transport Method]] this person uses for this club/clinic. Used to create [[Transport Sheets]].
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* '''Member's Membership Notes'''
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----
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:10, 5 September 2016 (BST)
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[[File:helpheader_small.png|right]]

Latest revision as of 11:13, 5 March 2024

Helpheader small.png

Location in standard build: Client Details Screen > click on "Club and Clinic Membership" > Click on "Update" or "Add"

Also located: 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.


"a screenshot of the membership card for a client called betty, who's a member of the forum meetings clinic."


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 Method this person uses for this club/clinic. Used to create Transport Sheets.
  • Member's Membership Notes


Rob Kay - manual author (talk) 16:10, 5 September 2016 (BST)

Helpheader small.png
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