Download SurfGuard User Guide

SurfGuard Users — Clubs
8.
Email Details
9.
Licence Details
10.
Clothing sizes
11.
Does member want to receive email/SMS?
12.
Organisation specific information
13.
Working with children (Child protection) information
14.
Medical details
15.
Emergency contact information
16.
Members background
17.
Qualifications and Employment information
Members
Figure 3.4.b. List Members Screen
When editing a member; mandatory fields are marked with a red asterisk. When
archiving a member (or setting their status to deceased or suspended), you may
specify to remove them from patrol teams, mailing groups and/or internal
memberships. A number of options will be displayed when the archive, suspended or
deceased statuses are selected.
Note: When you are viewing a member's record, you can email the member direct from
this screen. To email a member from their member record, click the 'Email Member'
link below their email address.
3.5.
Bulk Processing
You can easily process a number of club members at once by using the ‘Bulk
Processing’ sub-menu. This will allow you to carry out a number of administrative
processes: activate members, archive members, register members for the current
season or previous season and a number of other options. More functions will be
added to this feature over time.
Once you have selected a processing type from the drop-down option list, you need
to select the relevant State, Branch and Club if need be. Then you can highlight
members by clicking their name and using the arrow to transfer members from the
Available Members list to the Selected Members list.
The quickest way to add names to the Selected Members list is by holding the Control
button down on you keyboard (it is marked with the letters “Ctrl”) and clicking a
number of names. This will highlight a number of members at once
You will be prompted before being allowing to process any member records. Click
‘OK’ to continue or ‘Cancel’ if you want to review or change your selection. You can
SurfGuard User Guide, v3
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