This module lists all the settings you have can access to based on your current role and permissions. You will find titles and descriptions with a search bar so you can to find the settings you need more easily.
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Documents
This is where you manage the documents required for member registration, clinics, and insurance claims.
Depending on your user role, in the Settings tab, you will find the documents selected when registering a member in your organization or when applying for a travel permit. You can click on Edit to select new documents or remove documents.
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In the tab Documents types, by clicking on Add you will be able to add new documents that are not in the list already present. You only have to fill in the following fields:
Name of the document
Description of the document
Status (Active or Inactive)
Then click on Add so that your new document type is added to the list.
Background checks
Depending on your user role, you are required to configure background checks for your child organizations.
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Note: Only branches will have access to create or modify Background checks. |
In the Settings tab click on Edit. Then click on the button to Enable background checks and click on Add.
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Complete the required fields:
Validation type (select the type of validation desired)
Member type (player, coach, official, volunteer, and bench staff) Note: Rules can now be set up differently for each member type.
Duration (1 year, 2 years, or 3 years)
Expiration method
Fixed period: The background check will expire after the combined date and duration. If the total duration exceeds the year duration, the system will cut off 1 year
Fixed date: The background check will expire after a duration of the background check from the date the background check was created
Compliance due date (optional)
This is the latest date when the background check, needs to be completed. After this date, the member will be flagged as deficient.
Minimum age (optional)
If no minimum age is entered, a background check will be required for all members of that type.
Supporting document required
You can check the box to make a supporting document mandatory
Once the fields are completed, click on Save.
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You can delete a setting by clicking on the red trash on the right and you can duplicate a setting by clicking on the small square on the right.
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Note: You must complete settings for all types of members needed within your organization. |
In the background Check Types tab, all backgrounds can’t change or delete fees when submitting a permit application.
When this option is enabled, all team officials who have been added to a team book can submit and print a travel permit.
You can consult the My Account - Members - Travel Permits documentation for more information.
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The management of travel permits will be done by the Spordle ID user in the Tasks menu, under Travel Permits. The system will display all available travel permits for the organization and sub-organizations. The user also has the option to create new travel permits directly in this section. For more information on managing travel permits for an HCR user, please refer to the Tasks - Travel Permits documentation.
Transfer
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Note: Only branches have access to the Transfer menu in Organization. |
It is now possible to add a default expiration date for all shares in all your organizations. When a transfer request is made the date can be added or changed, but if no is added, the default date configured by the branch will be displayed. The default date setting can be done only by the branches.
To set up a default share expiry, go to Settings / Organization Settings / Transfer Settings. Click Edit then add the desired default expiration date and click on Confirm.
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Phone types
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Note: Only branches have access to the Phone Types menu in Organization. |
In this menu, you can add, remove or change the name or status (Active or Inactive) of the phone types.
To add a phone type, click on Add and complete the required fields.
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To delete, change the name or change the status of a phone type, click on the line of the phone type you want to modify, and a side panel will open on the right, you can make modifications by clicking on the blue pencil or delete by clicking on the Action and Delete button.
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Contact types
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Note: Only branches have access to the Contact Types menu in Organization. |
In this menu, you can change the name or status (Active or Inactive) of the contact types.
To change the name or status (Active or Inactive) of the contact types, click on the line of the contact type to be changed, and a side panel will open on the right, you can make changes by clicking on the blue pencil.
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