Members - Qualification

Owned by Melanie Bujold
Last updated: Dec 28, 2023
4 min read

 

 

In this tab, you can view the qualifications and clinics your members have registered for (players, coaches, and officials).

 

 

 

Clinics tab

This section displays registrations made for a course by members and for which the course has not yet been completed. The following information will be displayed in the course list.

  • Registration information

    • Season

    • Category

    • Qualification

      • The link to the clinic is displayed in blue

    • Level

    • Status

 

The following information will be displayed in the side panel:

  • Transaction information

  • Email address used by member to register

  • Season

  • Qualification with link to clinic content

  • Information about the supplier will be displayed for a clinic with an external provider.

  • By clicking on the Action button or the icon to the right of the provider's name, you can return the clinic information email, including a link to the external provider, if applicable.

 

Qualification tabs

This section displays the following information:

  • Season

  • Category

  • Qualification

  • Level

  • Status

The following information will be displayed in the side panel:

  • Status

  • Season

  • Validation date

  • Expiration date (if applicable)

  • Certification number (if applicable)

  • Clinic information

    • Location

    • City

    • Province

    • Clinic

      • If it is a clinic with a link to the course, this will be displayed under the clinic name.

    • Memo

  • Invoice information

  • Information on the account that registered for this clinic

  • Information about the clinic, including a link to access it directly

  • In the case of an external provider, the system displays the provider's name and an action button to send the link to the content by email.

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Qualifications - Action button

Depending on your roles and permissions, the Action button on the right-hand panel lets you certify a member's qualification, transfer/Share, or delete a qualification.

 

 

Certify

Depending on the participant's qualification, it is possible to certify it from the member's qualification tab. Simply click on the Action button and then on Certify.

The system will then ask you for the certification date and click Save.

The certification date will then be added to the member's side panel.

 

Transfer/Share a qualification

You can transfer a qualification from one member's profile to another or share a member's qualification across multiple profiles. Click the Action button and then click Transfer/Share.

The member must have completed the clinic and received their qualification to transfer a qualification.

The system will ask you to enter the member's first name, last name, and date of birth or participant number. Once the information is entered, click Search.

 

 

Once you have found the member, click on Select.

 

You will then be asked to transfer or share the qualification.

To transfer the qualification to a new member's profile, click Transfer and then Confirm. A message confirming that the qualification has been successfully transferred will be displayed.

 

To share the qualification with other members, click Share and then Confirm. A message confirming that the qualification has been successfully shared will be displayed.

Delete a qualification

If you wish to delete a qualification, click the Action button and select Delete.

When attempting to delete a qualification, a message will inform the user that deleting the qualification won't update the clinic attendee record. To delete the qualification and reset the presence to No, the user must return to the Clinic module and manually change the attendee's status.