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SurfGuard Users — Branch/State
Branch/State SurfGuard Users
and ‘Proficiency’ Assessment Type. To archive rejected assessments, select ‘Exam
Rejected’ Status. A button ‘Archive’ will appear. When clicked, it will archive the
currently displayed assessment request.
It should be noted that only States can archive Award assessments, as they need to do
extra processing upon completion (such as printing of certificates).
13.4.
Transfers
The following Transfer rules or definitions apply in SurfGuard.
• Endorsed Transfer: Has been Endorsed and is waiting for Branch or State to
Approve it.
• Approved Transfer: Has been approved by state or branch and is ready for the
winning club to complete it. When the winning club hits the ‘Complete’ link, this
is when the transfer actually occurs and the member gets transferred.
• Rejected: This means that the transfer has been rejected by the branch/state user.
• Not Endorsed: The transfer has not been endorsed by the losing club. However,
the transfer can still be approved by the branch/state.
Important!
If a Branch/State approves a Not Endorsed transfer, they are overriding the decision of
the Club and, in effect, endorsing the transfer on behalf of the Club.
To carry out the wishes of the Club, the Branch/State should reject the transfer.
13.5.
Patrols
A key role of Branches and States is to manage patrols, and there are a number of
options under the ‘Patrols’ menu item that allow you to do this. For States, ‘Set-up
Patrol Positions’ and ‘Add Patrol Positions’ allow you to select or manage the
qualifications profile of those members who form part of a patrol team. When adding
a Patrol Position, you can nominate a number of awards, which are sorted based on
award type, as either mandatory or optional (see Figure 13.5.a. Add Patrol Position
screen).
As patrol positions are different for Clubs/Support Operations and Lifeguards, you
will see an option when adding/editing a patrol position to choose the 'Position
Type'. This will enable states to determine weather the position is specific to
Lifesaving (Clubs and Support Operations) or Lifeguards. For example, in most cases
there would be 3 Lifeguard positions set up for Supervisor, Senior Lifeguard and
Lifeguard that are specific to Lifeguard Beaches and Pools, whereas Clubs and Support
operations would have the standard positions such as Patrol Captain, Vice Captain,
IRB Driver etc.
The ‘Authorise Requests’ option allows you to authorise changes to Patrol Logs made
by Clubs. This screen has a number of options and allows you to sort data by Branch,
Club, Action Types, Request Types and/or Status Types. Authorise Requests by
clicking the ‘Accept’ or ‘Reject’ buttons in the ‘Actions’ column for the relevant Patrol
Log entry. You will be required to notate a reason for rejecting or accepting the
requested action before continuing.
SurfGuard User Guide, v3
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