4.1.9 Action Required

4.1.9 Action Required


This widget reminds you it’s time to renew your club membership or the membership of someone in your family group.

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Select the hyperlink called “Renew” and you will be navigated to the renewal form for that particular club.


For Admins: See rules below for who can and cannot view the “Action Required” widget (note: if the prerequisites aren’t met then the widget will be hidden)

Scenario

Pre-requisites

Scenario

Pre-requisites

The user is a primary member of a family group and all of the following prerequisites are met for at least one member in their family group (not including themselves):

*otherwise the Family groups renewal reminder will be hidden for this user

  • Family group member has a Membership Status of “Active” or “Archived” and

  • Family group member’s Registered Season is in the past (i.e. not the current season or future season) and

  • Family group member does not have a Change Sub-Membership Category request in SurfGuard with a status of “Pending” and

  • Family group member does not have a Renew Club Membership request in SurfGuard with a status of “Pending” and

  • the current date falls on or between the start and end dates for the club’s Registration Season (configured in SurfGuard)

The user is a standard member of a family group

N/A - Family groups renewal reminder will be hidden for this user

The user is not a member of a family group and all of the following prerequisites are met:

  • User has a Membership Status of “Active” and

  • User’s Registered Season is in the past (i.e. not the current season or future season) and

  • User does not have a Change Sub-Membership Category request in SurfGuard with a status of “Pending” and

  • User does not have a Renew Club Membership request in SurfGuard with a status of “Pending” and

  • the current date falls on or between the start and end dates for the club’s Registration Season (configured in SurfGuard)