Status Manager

'Registration' menu dropdown > 'Status Manager'

Nomination transactions are now managed alongside regular family registrations in Status Manager. Nomination transactions have the “Nom MeetName” type, and can easily be filtered using the Search and Filter feature. Both the host and invited centres can view, and perform certain actions on the nominations. The host can see nominations from any invited centres, the invited centre can only see nominations that their associated families have completed.

Search and Filter

The search functionality has been extended to filter out Nominations and/or Registrations, depending on what your focus is. Nominations can be further filtered to the meet that they are assigned to, using the drop down that will appear upon selecting the option. The search term will look for Guardian surnames, as well as members' first and surnames.

Mark Cash Received

Nomination and registration transactions can be marked as “Cash Received” to start the batching process in order to be finalised. This can either be done in bulk, by selecting each transaction and clicking Mark Cash Received, or by clicking the Pencil icon, and marking cash received. Items that have been marked as Cash Received, and are awaiting final processing, will be available through the shopping cart icon. From here, the Cash Received totals are separated into:

• a batch for all registration transactions
• a batch for all nomination transactions per meet, per Centre in which the transactions were nominated from (i.e. where multiple Centres are participating in one meet, each participating Centre’s Cash Received nomination transactions would be batched separately)

These batches can be paid online, which will process all included items immediately, or be marked as Pending, where the Centre has chosen EFT/Cheque as the payment method (further instructions on how to process via EFT/Cheque are provided).

Note: Once items have been moved into this batching process, they cannot be removed.

Sending Payment Request Emails

Cash type payments can be finalised by the family using an online payment method by sending a Payment Request. Cash type payments would include and Pre-selection, Eligible member nominations, or just simply if a family selected Cash/EFT during a nomination or registration. This payment request can be performed on bulk, or on a case by case basis by selecting the transactions in the Unpaid tab, and clicking Send Payment Request. The family will receive an email, with a link to the payment screen in the registration process. Payment can only be made if the page is loaded from the email. Requests for both nomination and registration payment can be performed at the same time.

Find out more about sending Payment Request Emails to Families here.

Unactionable items

For a multi-centre nomination where the invited centre has visibility of nominations, some transactions are unactionable as they are either ‘owned’ by the host centre, or a process, such as marking a transaction ‘Cash Received’, was initiated by another centre. Unactionable items are highlighted with a grey background, except those in the Unpaid tab. In this case, an explanation will be visible on-screen.

If either centre accepts cash from a family, and marks the nominations as Cash Received, they assume full responsibility for progressing the transaction to batches and the other centre will not be able to perform any action on those items. The other centre will be able to view the batch, but not progress the batch in any way.

Notes on nominations can only be added and updated by the host.

The invited centre can not move unpaid nominations to Void, nor can they delete incomplete nominations performed by their families to the host centre.