New Features
Creating questions for registrar only
We are releasing a feature that will now allow the registrar to create questions that are only visible by the registrar. This will allow you to record information that you don’t want the parent to see or to be asked when they do the registration process. They will appear on the questionnaire tab and on the reports for registrar use.
In order to set that you have to use the ‘Admin only’ flag for each of the questions.
Organization grouping ( zone ) and League
We are launching today a new module that will allow organization to create zone inside their organization tree where members from multiple MHA can be rostered in a team. The same concept will also be in place for creating leagues where you can create a league that will have teams in multiple organization. The both structure works the same way. The main difference between Zone and Leagues is the fact that Leagues will be exposed to Third Party electronic score sheet system
This concept will work at any level (Province / region / district). The registrar of the organization will be able to go in the Organization tab and create a structure.
When creating a new zone or league, the system will popup a wizard to allow you to create the organization and select the sub organization that are part of that new structure.
The system will create a new organization with the proper type in the organization tree. This will allow you to assign a registrar to manage the zone if needed and also attached a payment processing account to the zone to capture registration if needed.
The next step will be to select the MHA and division that are part of this zone.
The last step is optional and will allow you to assign a registrar to that zone or league.
At the end of the process, the new structure will be created and you will be able to see the organisations that are part of it.
Because the zone or the leagues are created by a top parent organization, when you connect at the zone or at the league level you will be able to see the organization that are part of your structure in read only mode. Any changes needs to be done by the top parent organization.
When you use the zone, you will be able to attach teams to the zone and from there when you are rostering , the system will automatically search in the organizations that are part of the zone and allow you to add those players on the roster without any transfer or share.
Finally, note that those structures will be rolled over from season to season so you won’t have to redo this work next year.
In the future, features will be added to the league section to have more options. Right now we are creating the league structure to be used with 3rd party electronic score sheet.
Note : if you need help creating zones and moving teams around, please create a support ticket from the Help Center so we can help you to structure that properly.
Share a registration store
It is now possible to share a registration store between multiple organization. This works similar to the clinics process. In the registration form, there is a share button.
This will now allow you to pick any other organization that you want to open the registration to.
Once the registration is shared and opened , the system will allow any players from the shared organization to register. At the end of the registration process, the player will be automatically shared in the new organization and the system will set the expiration date of that share based on the default settings for shared expiration.
This will be really useful for organization doing camp or pre-camp and need to open the registration to multiple organization. This process can be done at any level.
Updates and Improvements
Clinics filter
The feature to clear the filter was not functioning properly and some filters were never deleted. Was have applied a fix to correct that.
Insurance search
We have changed the Approved by branch field in the insurance search to add an ALL search option. You can now search by only approved by branch, only not approved by branch or all the claims.
Clinic attendee management
If a questionnaire was attached to a clinic , the questionnaire was not displayed in the clinic attendee management tab, We have now added the questionnaire tab so you can manage the answer of the questionnaire right from the attendee management.
Transaction type
For a credit card transaction, we now have 3 types of invoices :
A regular transaction where at least one payment was processed on the card
A prepared transaction : this is when a registrar create an invoice for a member and send that invoice to the My Account of the member so the member can pay online.
A pre-authorized transaction : this is when you are set to not process the payment on new profiles until you confirm the profile.
We are adding a flag in the transaction side panel to display if this is a prepared transaction or a preauthorized transaction.
Prepared transaction will have this now :
Pre-authorized transaction
Deleting files on transfer request
We are adding the option now to be able to delete a file that was attached to a transfer request.
Note: the file can only be deleted by the user that uploaded the file.
International address management
We have improved the address entry screen to allow entering an address from an other country that don’t have provinces. The display was reformatted so we display the country selection first and then if we are in Canada or USA we ask for province. This will allow the registrar to enter international addresses.
Postal code search in the registration portal
We have improved the search engine in the registration side to make it more accurate.
Note that when an organization use a postal code in the Postal code settings in HCR, they will be the only one appearing with that postal code on the registration site. In a case where the postal code is shared in multiple MHA, each of the MHA needs to set this.
Training Calendar
Check out our training calendar—new sessions are being added all the time—click here for the training calendar.
You can also request a training session—click here to request a training session.
What’s Coming Soon?
Permission and role standardization
Duplicate profile report
New suspension code and update in the suspension module
Improvement in the transaction display