How do the features in the "Action' tab work/what do they do?

The Actions TAB in the Athlete Registration / Profile in our software provides a range of functions to help you efficiently manage your athletes. In this article, we'll walk you through each of these functions and explain how to access them.

1. Mark as Incomplete

   • Function: This option allows you to send a note back to the athlete, notifying them that their registration is incomplete. It will also clear all their approvals, giving them the opportunity to adjust their responses and resubmit.
   • How to Find: Locate the athlete's registration in the Action Tab, and look for the "Mark as Incomplete" option. Click on it to initiate the process.

2. Flag as Pending

   • Function: Use this function to flag an athlete's registration as pending. It notifies the athlete that a staff member will be following up with them. You can filter by "pending" on the roster page for quick reference to athletes requiring follow-up.
   • How to Find: In the Action Tab, select the athlete's registration and click on the "Flag as Pending" option.

3. Delete Registration

   • Function: This option allows you to permanently delete the athlete's registration from the system and remove them from the associated sport. A generic notification will be sent to the athlete.
   • How to Find: Find the athlete's registration in the Action Tab, and choose the "Delete Registration" function.

4. Set as Active/Inactive

   • Function: Mark an athlete as active or inactive within their sport. This distinction helps when generating reports for eligibility certificates and more.
   • How to Find: Locate the athlete's registration in the Action Tab, and select the "Set as Active/Inactive" option.

5. Record Team Fee Payment

   • Function: You can use this function to record a team fee payment on an athlete's record, helping you keep track of payments.
   • How to Find: Find the athlete's registration in the Action Tab, and click on the "Record Team Fee Payment" option.

6. Move to a Different Roster

   • Function: Move an athlete's profile to a different roster within the same season.
   • How to Find: In the Action Tab, choose the drop down box and select the the roster you'd like to move the athlete too.  Once clicked it will move them to this roster..

7. Print Registration

   • Function: This function allows you to print the entire registration (excluding medical information) for your records or sharing purposes.
   • How to Find: Locate the athlete's registration in the Athlete Action Tab and click on the "Print Registration" option.

By utilizing these functions in the Athlete Action Tab, you can efficiently manage athlete registrations, streamline communication, and maintain accurate records for your organization.