New Features

Request a change on mandatory information

We are releasing a module this week that will add a workflow of validation when updating mandatory information on a member profile. Every user will now need to do a request to change those mandatory information :

• First name

• Last name

• Date of birth

• Gender

The request will be submitted to the branch or the member partners for approval.

Every changes pushed on those fields from a 3rd party will also follow this process.

Here is how it will work :

If you would like to change the first name, last name, date of birth, or gender identity of any of your members, you must submit a Request Mandatory Changes to your regional organization.

To make a request, click the Action button in a member's profile and select Request Mandatory Changes.

A new window will allow you to make the desired changes, then click Submit.

A notification will then be sent to your regional organization for approval.

The member's profile cannot be edited again until the request is approved.

When a notification request is pending, a red notification will appear under the member's profile picture.

A window will pop up by clicking on the Pending Mandatory Changes Request notification to see by whom the request was created and the changes requested.

You will also have the option to cancel the change request by clicking on Cancel Request.

• If your regional organization approves the change request, the member's profile will be updated with the new data, and you will receive a notification to advise you of the approval. The validity of the passport will not change.

• If your regional organization refuses the change request, the member's profile will not be updated, and you will receive a notification indicating your region's denial. The validity of the passport will not change.

Approve a change on mandatory information

There is now a module where users will be able to manage the request and approve or reject them. Based on the permission, you will see an item called Manage change request.

Please consult the full documentation here.

Note when a 3rd party update mandatory information

In order to improve the tracking we are doing with 3rd party, we have implemented a new feature that will create a note automatically when there is a change on mandatory fields ( first name, last name, date of birth, gender ) by a 3rd party.

Updates and Improvements

Training Calendar

Check our training calendar. New sessions are added frequently.

Click here for the training calendar.

You can also request a training session.

Click here to request a training session.