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Registration Solution: Members
Modified on 2011/04/28 15:08
by
Charles
Categorized as
Solutions
{toc} [imageright||{UP}/Solutions/RegistrationObjects.png] ===Registration Solution: Members=== The [RegistrationSolution|Registration Solution] is used to track Members. Members include: * Athletes ** Athletes under 18 years of age require parent information in their records * Coaches * Officials * Supporters Members belong to [Registration Clubs|Clubs]. The information collected for each type of member has a significant amount of commonality that is saved in the OawaContact record. This includes: * Name * Addresses * Email Addresses * Phone Numbers * Notes Distinct information for each type of member is saved in [Registration Profiles|Profile] records. ===Member Properties=== Jetfire makes it easy to add properties to a program. The read and write attributes of a property are dependent on what role is accessing the property. e.g. The 'OAWANumber' property can only be written by the Registrar. This section contains the list of properties present in the OAWA Registration application. The names of the properties on this page are used by the Jetfire Administrator in Web Parts for editing, reports and searching. The display of properties may be turned off in the [GUI Workflow Configuration File|Workflow Configuration] file. ====Read-only Properties for all users==== * Subject - composed of the last name and first name. * LastUpdate - the last date/time that the member was changed. * Profiles - a list of profiles that may include Athlete, Coach, Official, Supporter. * Notes - a list of general notes. ====Read/Write Properties for all users==== * HomeAddress1 - Line 1 of the member's address. * HomeAddress2 - Line 2 of the member's address. * HomeCity - city of the member's address. * HomePC - Postal Code of the member's address. * HomeProvince - Province of the member's address. * HomeEmail - home email of the member. * OtherEmail - another email of the member. * ParentEmail - email of the member's parent. This is mandatory for athletes under 18 years old. * HomePhone - home phone number of the member. * BusinessPhone - business phone number of the member. * MobilePhone - cell phone number of the member. * FaxPhone - fax phone number of the member. * ParentPhone - phone number of athlete's parent. * FirstName - member's first name. * LastName - member's last name. * Gender - gender for the member. * DOB - Date of Birth for the member. * Rate - The Division for the member. * HealthCardNumber - Health Card Number for the member. ====Properties are Read-only by Club Administrator, Read/Write by Registrar==== * OawaNumber - OAWA Number for the member. * OawaCardNumber - OAWA Card Number for the member. * MembershipDate - Membership date that the member joined. ====Read/Write Properties by Registrar==== * Payments - a list of payments made by the member. * OnCoachesMailingList - On the coaches' mailing list is used to create a mailing list. [imageright|Overview of Registration States|getthumb.aspx?image=Solutions%2fRegistrationStates-Overview.png&big=1|{UP}Solutions%2fRegistrationStates-Overview.png] ===Member States=== Registration manages both Club and Provincial actions. Each Jetfire User that is logged in has a custom set of actions that are visible. The Jetfire User can only perform the actions that match their Role. States are used to manage transitions that occur in the life of a member. For this registration solution, # A new member is added to a club and starts at 'Request Club Membership'. # The Club Administrator reviews the registration form input for completeness. When satisfied, the member is promoted to 'Registered with Club'. # When Club Dues are paid, the member is promoted to 'Paid Club Fees'. # The Club requests membership in the provincial association (OAWA) by promoting the member to 'Renew OAWA Membership. # The Provincial Registrar reviews the application. The Registrar responsibilties include: ** Check proof of age for athletes ** Police checks for coaches ## Once the member criteria is satified, the member is 'Registered with OAWA' # The final step to be a member in good standing is 'Paid OAWA dues' to become eligible to compete in events. # At the end of the Membership year, all members are reset to 'Renew Club Membership' and the cycle repeats itself. [imageright|Club Administrator View of States|getthumb.aspx?image=Solutions%2fRegistrationStates-ClubView.png&big=1|{UP}Solutions%2fRegistrationStates-ClubView.png] States for Members include: * Inactive: Member is not currently active * Request Club Membership: A person wants to become a member * Renew Club Membership: A member wants to renew their annual membership * Registered with Club: The member is registered with the club * Paid Club Fees: The member paid club fees * Renew OAWA Membership: The member is renewing their provincial membership * Registered with OAWA: The member is registered with the provincial organization * Paid OAWA Fees: The member paid their provincial fees ===Member Methods=== The Jetfire User sees methods as commands, i.e. "I want to do 'this'". Jetfire makes it easy to add methods to a program. Access to a method depends on what role is accessing the method. e.g. The 'AddOfficialProfile' method can only be written by 'Registrar' and 'Officials Admin' Roles. This section contains the list of methods present in the OAWA Registration application. The names of the methods in this section are used by the Jetfire Administrator in Web Parts for editing, reports and searching. The display of methods may be turned off in the [GUI Workflow Configuration File|Workflow Configuration] file. ====Visible Methods to Registrar and Club Admin==== Commands that are visible to the Registrar and the Club Admin include: * AddWrestlerProfile * AddGrapplerProfile * AddCoachProfile * AddStaffProfile * Add SupporterProfile * AddBoardProfile ====Visible Methods to Registrar and Officials Admin==== Commands that are visible to the Registrar and the Officials Admin include: * AddOfficialProfile is used to add an Official Profile to the Member. * AddStaffProfile is used to add a Staff Profile to the Member. * Add SupporterProfile is used to add a Club Supporter Profile to the Member. * AddBoardProfile is used to add a Board Member Profile to the Member. ====Visible Methods to Registrar==== Commands that are visible to the Registrar include: * AddPayment is used by the Registrar to add a payment to the Member records. The Payment records may be reviewed from the Member record.
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