4. Start of Season Tasks Checklist
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ACTIVITY DESCRIPTION | TASK COMPLETED |
1 | Admin Access to SLS IT Systems |
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1.1 | Surfguard User Account Report | Check who has an Active Surfguard User account at your club |
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1.2 | Surfguard Access & SEMS Access | Submit a Form 49 for new club officers/administrators who require access to Surfguard and for Surfguard Users who need to be deactivated. |
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1.3 | Assign Admin Functions | Clubs can assign members admin functions for News, Events & Library in the Members Area and the ability to purchase patrol uniforms and equipment on behalf of the club. |
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2 | Memberships |
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2.1 | Online Membership Renewal | Provide existing members with Online Renewal information. |
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2.2 | Emailing a Prefilled Membership Form to Members | Prefilled form can be emailed to all Members |
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2.3 | Printing/Mailing Membership Form | Print Membership forms & create mailing labels |
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2.4 | New Members | Follow your clubs new Member Application Process |
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2.5 | Processing Pending Member Requests | Accept or Reject your Pending Requests |
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2.6 | Payment of Memberships – Renewals & Joining | How to access User Guide for integrated Price List – Surfguard/ Members Area/Join |
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3 | Organisational Management |
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3.1 | Officer Positions | Add / Update Officer Positions |
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3.2 | Committees | Update and/or add Committees |
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3.3 | Organisational Details | Check that Organisational Details are current |
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3.4 | Organisational Bank Account Details | Check that Organisational Details are current |
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3.5 | Service Profile | Update your clubs patrol and other service details for the coming season based on your Patrol Service Agreement |
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4 | Patrolling |
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4.1 | Patrol Teams | Update/create Patrol Teams |
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4.2 | Patrol Rosters | Update/create Patrol Rosters |
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4.3 | Substitution Management | Update default settings aas required |
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5 | Payment Gateway |
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5.1 | Payments & Reporting | Check Officer Positions & Admin Functions Are Up-To-Date |
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6 | Gear & Equipment |
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6.1 | Update Gear & Equipment | Add/remove equipment in preparation for Gear Inspections |
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6.2 | Gear and Equipment Inspections & Checklists | Print out checklists |
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7 | Members Area |
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7.1 | News & Events | Create & Approve News & Events |
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7.2 | Document Library | Using the Members Area Library for your Club Documents |
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7.3 | Nipper Tracker | How to Get Access & Functions |
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8 | Additional Activities |
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8.1 | Beachsafe | Ensure your club and beach details are correct https://beachsafe.org.au |
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8.2 | Patrol, Water Safety & Sport Event Risk Assessments | All Risk Assessments are now done in the Operations App > Risk Rating |
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