Bulk Entry Tool
This tool will allow Community Coordinators/Data Admins to add registered athletes/volunteers in other sports without sending emails to the members by selecting Status “Active”.
More features are:
Where to Find Bulk Entry Tool?
In Community Coordinator/Data Admin Role – in RHS Menu Bar
Workflow to Update/Add multiple Enrollments to existing Athlete/Volunteer
Select existing Athlete form Participant List
Click Next Step – Validate Member
You will be at the following Window with all info for the athlete and ability to add enrollments
It has 3 buttons”
Previous Step – if you selected wrong member, so back and select correct member
Save – after update and adding one enrollment, click save, all info will be saved and you will be in same athlete’s profile. Add more enrollments and Save.
Save & New – If you are done with this athlete click Save & New to start with new athlete
Following are series of screen shots which will show you what you can view/update form this one screen
The following section will allow you to add new Enrollment/ Program to existing athlete.
Related Chapter, Region & community fields will be auto populated and list of registered clubs will be provided ate the bottom of screen according to your access.
Change Enrollment Status
From member profile on same screen, navigate to Member Enrollment small Window
Find the Club name you added
For Existing Volunteer Follow the same procedure as mentioned above, only difference is in Enrollment window where you have to select appropriate role by changing Category and Organization Role. Below is brief work flow for volunteer enrollment.
Select existing volunteer, make sure Volunteer is Selected in Participant/Volunteer option. Click Next Step – Validate Member
Search for club or Select appropriate club from the clubs list, Click Save
Open the Newly added Enrollment from Member Enrollments small window
Select Category, after category selection, Organization Role field will be enabled
Select appropriate Role, change Start Date, change appropriate Status (select Active if you don’t want to send email) and click Submit to save these updates
To Add another enrollment for selected member, select appropriate Program, click on Create Enrollment button, page will refresh and new enrollment will be created.
Open the new enrollment to update Role, Start Date and Status as mentioned above.
If accidentally you selected the club in which this athlete/volunteer is already registered, you will get the following message on saving the record
If you have finished all updates with selected member click Save & New, you will be on the following Screen to start with another athlete/volunteer . Repeat all steps as given above.