Who initiates the Mutation

The incoming organization must always initiate the mutation request.

When can release/Move requests not be initiated?

A mutation request cannot be initiated for the following reasons:

1. If the member has an outstanding balance, the member cannot be transferred until the outstanding balance has been paid.

2. The member already has a membership type for the current season. If so, please consult the Remove Member Type documentation.

3. Current location, a participant cannot be transferred to the exact location for the same type of transfer.

4. Active Transfer in Progress: A participant cannot be transferred if they have a pending request for a move that needs to be reviewed.

5. The member is registered in a team roster.

From the Action button, the transfer options will be grayed out, and you cannot start a transfer process.

You must confirm, cancel, and restart the process if an error occurs.

Open

Request for a mutation

• To request a mutation, click on the Member menu.

• To do your search select Include members of all organizations.

• You must enter the first and last names or passport numbers to search for a member outside your organization.

Cliquez sur Rechercher.

Open

• Click on the desired member to open the right-side panel, click the Action button, and select Request Movement.

A pop-up window will appear; you must fill in the following fields:

• Movement type: select Mutation

• Reason: select Mutation

• Invoice: leave blank

• Target team: leave blank

• Detail: if necessary, you can add a comment

• Add a document: no need to add a document

Click Submit.

Status of a mutation request

You can check the status of a mutation in the Tasks and Movement menu or the member's profile under the History tab. Click on the movement to open the side panel. You can check the movement process step by step.

Search for a mutation request

Go to the Task and Movement menu to search for your transfer requests.

The list of transfer requests for which an action is required will be displayed by default. If you wish to search for transfers that have already been processed or those for which no action is required for you at this time, please uncheck the Action Required box.

You can filter your search by status:

• Open

• Closed

• Rejected

By direction :

• Outgoing

• Incoming

Mutation management

When a mutation request is created, a workflow is defined for that request, and a notification is sent to the following organization in the list. Workflows are visible by opening the side panel of a mutation request.

At each step of the workflow, the blue bar indicates the status of the mutation process, and a timestamp is added when the step is completed.

Approval of the mutation request

Open the side panel, and in the Action menu, click on Approve Request.

A quick view is available, which allows you to open the member's profile in a pop-up window to see all the information about them.

Click Approve so that the player can be transferred.

If you wish to register the player manually, follow the manual registration instructions.