QUICK TIPS
How to Re-Enroll Members

There may be instances when you want to update the entry/expiration dates or member status/types for a large group of members, and then re-enroll your members for a new program year. NOTE: You can re-enroll members prior to re-classifying them. Here are the steps to accomplish that:

1. Click on the Members button on the Main Menu.

2. Type in the person’s last name in the “Find” box and press enter to locate the member you wish to re-enroll.

3. Click on the View/Update Enrollment History button on the right side of the Members form.

4. Type in the new Entry Date and Expiration Date (Expiration Date may automatically fill in based on the Expiration Date Calculation Method chosen in Unit Information on the Main Menu) on the first empty line

5. Click on the box for Member Type and choose a Type from the dropdown

6. Information in the “New/Renewal” and “Unit Code” fields will update automatically

7. Click on the close button to complete the new enrollment period

8. The Members Status will update automatically to Active once you have given the member a new enrollment period if that feature is turned on – SEE BELOW for Automatically Change Member Status

9. Your member has now been re-enrolled

10.  Make any other changes on the Member’s screen that are applicable from their new membership form such as new school, school grade, phone numbers, contacts, etc.

DO NOT delete previous entries and DO NOT simply change the Expiration Date. 
Each new enrollment year should have its own line on this screen.

AUTOMATICALLY CHANGE MEMBER STATUS:

1. Click on Local/Station Settings section of the program from the Main Menu

2. Click on the Local Settings tab

3. Turn on the checkmark for When a membership expires, change:

4. From Status: Active

5. To status: Non-Active

6. Turn on the checkmark for When a member re-enrolls, change:

7. From Status: Non-Active

8. To status: Active

NOTE: We do not recommend deleting or purging old members. If they are deleted from the system, a report for past date ranges will not be accurate.
 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2011 Vision Computer Programming Services, Inc.