SLSA Family Groups – Existing Member's User Guide v1
Contents
1. SLSA Family Groups Existing Member s User Guide v1 19 August 2015 Contents Terminology 3 Overview 3 TEIN ANT OUI O a gs batts Seances sn occ eo tacts a be aeccerns Sateen ces E A E ae sannae ceauuateaeees 3 RSS UI SA Nagra nent E cry von E ce ene tpn ne see vpn A ce othe wate E aa vane EA Sac neva A as satorwt A E 4 Existing Members How to Create a Family Group 4 Problem The Members Name is Not Appearing in the Available Members List cccccceseccceeseceeceeceeeeeeceeeeeceseeeeeeseenecs 5 Managing your Family Group as a Primary Member 5 How to Promote or Add a New Primary Contact to a Family Group cccccccsssseeccceesseecccceeseceeseeesccessuaeeeceeseaaseeeesaeaeeeesseges 6 How to Demote Yourself as a Primary Member Of the Group cccccccssssscecccseessececcaeeeceecaeseeceeseeessececssuaaeceesauaeceeseeaneeseeeas 6 Standard Member Functions in Family Groups ccccccsssssccccceesseccccseeseccccaeesecescaessseccessuaeceesaeasecesssauaececessseaecessuaaeeeeseuaasses 7 Managing Family Data 7 How Do Renew My Family Group Membership cccccccsssseccceceessececceesececseesseceesauaeseceesseaseeeeseeasecesssuaaseceessuaneeeessuaaeeeeeas 7 How Do Edit Update Details for all Members of the Family Group at ONCE cc ceeessseeeesesseeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 8 How Do Request a Transfer of my family to another Club cc eeecccccsssecececceessececcaese2. e All users of the Member portal automatically agree to abide by all SLSA and State Branch and Club Terms of Use Privacy and other Policies Regulations and guidelines e The use of family groups Lifesaving Online Member Portal are not compulsory SLSA Family Groups Existing Member s User Guide v1 Page 3 of 8 Getting Started To use Family Group member functions in LSO via the Members Portal 1 All family group members need to be in Surfguard and members of the same club as the Primary member 2 Only the Primary member s of the Family Group needs to have a Members Portal Account to create an account go to portal sls com au 3 The Club must approve the Family Group BEFORE the Primary member s can manage the group via LSO in the Members Portal Existing Members How to Create a Family Group R Members can create a family Group by clicking Lifesaving Online gt My Family 1 Click Create Family Group Home My Drafts Search Centre My Details Change Password Other SLSA Websites Member Store Personal Details My Family Memberships Awards Patrols Courses Requests Online Payments Update My Details My Family Family Group Details Create Family Group Family Group Name Number of Members Organisation Primary Contact Status Action test4 4 TEST NSW Club Gary Daly Approved View Renew Memberships Make Payment Test 6 3 TEST NSW Club test female Approved Leave Ftest2 4 TEST NSW Club Felcitity Test1 Gary Appr
3. Family Group Name Cocks Family Family Group Organisation Clovelly SLSC Season 2015 2016 Y Family Group Details Member ID 4564123 4235719 4625252 Once submitted you will be given the option to Pay Online First Name Damien Patrick Rebecca Last Name Cocks Cocks Cocks SLSA Family Groups Existing Member s User Guide v1 DOB 1961 02 18 1999 08 12 1965 10 05 Submit Membership Status Active Active Active Cancel Membership Category Active 18yrs and over Active 15 18 yrs Active 18yrs and over Season 2014 2014 2014 Page 7 of 8 Success Membership renewal for Cocks Family group request has been successfully raised for Click here Is You wish to pay ONIINE This link will take you to a payment website operated by a third party on behalf of SLSA To view your pending requests click here NOTE you can pay for the whole family in one payment The payment will be recorded against the primary member who was logged in in Surfguard How Do Edit Update Details for all Members of the Family Group at Once The Primary member needs to login to the Members Portal gt LSO gt Personal Details and update My Details and edit their details E g Change of address and new home phone number Scroll down to the bottom of the screen and tick the authorisation box A pop up will display on the screen Option 1 Update Your Details Only Action Click Cance
4. From this screen the Primary member s will be able to e Add a New Member and or New Primary Contact e Dissovle the Family Group e Promote a Stanard member to a Primary member e Remove Members e Edit Members SLSA Family Groups Existing Member s User Guide v1 Page 5 of 8 Family Group Details Cocks Family Member Listing No of Members 3 Add New Member Group Status Approved Add New Primary Contact Organisation Clovelly SLSC Dissolve Family Group Member ID Member Name Membership Season Membership Primary Status Action Status Category 4564123 Damien Cocks Active 2014 Active 18yrs and No Approved Remove Promote as Primary Contact Edit over 4235719 Patrick Cocks Active 2014 Active 15 18 yrs No Approved Edit 4625252 Rebecca Cocks Active 2014 Active 18yrsand Yes Approved over How to Promote or Add a New Primary Contact to a Family Group At any time one primary person in a group can add or promote another standard member of their group to be a Primary Contact Family Group Details The process to add is the same as adding a Cocks Family Member Listing member The search criteria also checks the member is bandni 1 18 years and older 2 Has an email address in the member profile Group Status Approved Add New Primary Contact AddNew Member lt Organisation Clovelly SLSC Dissolve Family Group Member ID Member Name Membership Season Membership Primary
5. Status Action Status Category 4564123 Damien Cocks Active 2014 Active 18yrsand No Approved Remove Promote as Primary Contact Edit over 4235719 Patrick Cocks Active 2014 Active 15 18 yrs Approved Edit Click here to l l promote existing 4625252 Rebecca Cocks Active 2014 at 18yrs and Approved member How to Demote Yourself as a Primary Member of the Group At any time a primary member can demote themselves back to a standard member of the group They cannot demote other Primary members Other members can demote themselves or you can contact your club to perform this function A notifcation will be sent once approved Family Group Details Cocks Family Member Listing No of Members 3 Click here to Add New Member Group Status Approved demote yourself Add New Primary Contact as a Primary Organisation Clovelly SLSC Contact Demote as Primary Contact Dissolve Family Group SLSA Family Groups Existing Member s User Guide v1 Page 6 of 8 Standard Member Functions in Family Groups A standard member of a family group can login to their Members Portal accounts gt Lifesavng Online gt My Family view the and do the following e Create a Family Group follow procedure previously listed e Leave a Family Group needs to be approved by a club Family Group Details _ _ gt Create Family Group Primary Contact Status Action Family Group Name Number of Organisation Member
6. group a a Edit personal details for an individual in the group or in bulk NOTE All activities performed in the Family Group area in LSO are sent to the club as PENDING requests in Surfguard The group request is not confirmed until it is approved by the club Other information e A Family Group is simply an artificial grouping of people in one club for the purposes of data management where it is assumed the primary member s in control of the group have some sort of legal standing to manage the Family Group e Family Groups consist of Primary member s who can manage the group and standard members who can be managed in the group e Standard members of a group must be under 18 years of age e A Family Group can only exist where there is at least one Primary and one Standard member e A standard member will be automatically removed from a group when they turn 18 years of age e A Primary member must be over 18 years old e Notifications will be sent when a person is demoted or removed from a group e Clubs must approve all requests initiated from the Family Groups area e Club Officers can manage the groups and perform all other family group functions from within Surfguard e You can be a member of more than one family group in one club and or a member of a family group in more than one club e Any disputes or issues around the creation data management or dissolution of a group should be raised with your Club in the first instance
7. Last Name amp DOB are checked against the data stored in Surfguard The most common problem is caused by incorrect First Name e g Patrick in the database and you type Paddy 2 The member has been Archived in Surfguard Any member with an Archived status will not display 3 Move the member from the Available Members across to the Selected Members on the right hand side Repeat this process for each member you want to add to the group Once you have added all the members scroll down and click the SUBMIT button at the bottom 4 Once submitted successfully the following will display Success The Family Group creation request has been successfully submitted for approval 5 Your club will need to approve the Family group You will not be able to manage the group until the club has done the approval however you CAN perform the RENEW MEMBERSHIP and MAKE PAYMENT Managing your Family Group as a Primary Member Once the Family Group has been approved the Primary member s can then mange the Family Group Login to the Members Portal gt Lifesaving Online gt My Family Family Group Details Create Family Group Family Group Name Number of Organisation Primary Contact Status Action Members test4 4 TEST NSW Club Gary Approved View Renew Memberships Make Payment Daly Rebecca Cocks Cocks Family Clovelly SLSC Rebecca Cocks Approved Renew Memberships Make Payment A listing of all members of the Family Group will display
8. ececseessececsaeaasecessseaueceesseaueceeseaegaeeeeeas 8 What if want to join up a NEW member of my family to this club cc eeecccccsssseccecceesseceeeeeeeceeseueseceesesaeueeeessuaaeceeesaansees 8 SLSA Family Groups Existing Member s User Guide v1 Page 2 of 8 Terminology Lifesaving Online LSO Lifesaving Online is accessed via the Members Portal and enables members to update or renew their membership transfer to another organisation view their Membership History view and print a transcript of their Awards check their patrol roster and all hours patrolled request a substitution for a patrol access eLearning and crate a Family group Members Portal all current members of the organisation can create a Members Portal account LSO is accessed via the Members Portal Surfguard Is SLSA s National Membership database Only approved club officers administrators have access to Surfguard Certain data in Surfguard can be viewed by members in LSO Overview Family Groups are a mechanism to Group members who are in one club to allow for bulk management of data Family Group Creation allows for the following tasks to be performed in Lifesaving Online LSO in the Members Portal 1 Apply to create a family group consisting of members in a club Display Groups you might be a member of in each club Promote a family group member to primary member to manage the group Renew the membership all members of the
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10. l The page at https lsotestsls com au says Option 2 Update All Family Group Members Action Click OK Do you want to update Family group member s data with the recent changes from your profile You will be asked what data to share copy with your family members Tick the boxes for the data you want to have updated in other members profiles and click save A request to Update Personal Details will be sent to the club as a Pending Request for approval Share data with Family Groups Family Group Name Cocks Family Family Group Organisation Clovelly SLSC First Name Last Name DOB Membership Membership Season Update Update Update Email Update Status Category Address Phone Emergency Fields Details with your profile values Patrick Cocks 12 08 1999 Active Active 15 18 2015 yrs Damien Cocks 18 02 1961 Active Active 18yrs 2015 and over Save Cancel How Do I Request a Transfer of my family to another Club This function is currently unavailable in Lifesaving Online Each member person will need to be individually transferred using their OWN Lifesaving Online account or arranged manually by the Winning or the Losing Club What if want to join up a NEW member of my family to this club You will need to go to sls com au join and enter and submit an application You can add that person to your family group once their membership is accepted by the club SLSA Family Groups Existing Member s User Guide v1 Pa
11. oved View Renew Memberships Make Payment Daly 2 The Create a Family Group screen will display Complete all compulsory Fields including the Family Group Name and the Names of each member you want to add to the family group NOTE You need to match exactly the details of your family members If the members details have been entered correctly they will appear in the Available Members list on the left hand side Create a Family Group Family Group Details Family Group Name Cocks Family Organisation Clovelly Select Members in Family Group First Name Patrick Last Name Cocks Date of Birth 12 08 i TE daimmyyyy Search Note for Privacy reasons you will need to match exactly each person searched to be able to add them to your Family group If you are having difficulty finding your members of family contact your club who can assist Available Members Selected Members Patrick Cocks SLSA Family Groups Existing Member s User Guide v1 Page 4 of 8 Problem The Members Name is Not Appearing in the Available Members List There are 2 main reasons why the member will not appear 1 You need to match exactly the details of your family members As stated on the screen for Privacy reasons you will need to match exactly each person searched to be able to add them to your Family group If you are having difficulty finding your family members contact your club who can assist The First Name
12. s Cocks Family 3 Clovelly SLSC Rebecca Cocks Damien Approved Cocks Managing Family Data erm www w nnn nnn nnn nnn nnn nme nnn nnn www nnn nnn nnn www nnn nnn www nnn ewe wwe ween wenn nnn www www www nnn nnn nnn nnn nnn nnn nnn nnn nn nnn nnn nnn nnn nnn nnn nnn nnn n none nnn n nnn nnn n nnn nnn nnn nnn nnn nnn nnn nnn nnn nnn nn nnn nnn n neon nnn n nnn n nnn nnn nnn nnn nnn enone nnn nnn enon nnn nnn nnn e nnn n nen ns How Do Renew My Family Group Membership To renew all or some of your family members select the Renew Memberships Family Group Details Create Family Group Number of Members Family Group Name Organisation Primary Contact Status Action test4 4 TEST NSW Club Gary Approved View Daly Rebecca Cocks Renew Memberships Make Payment Cocks Family Clovelly SLSC Damien Approved Cocks Rebecca Cocks Renew Memberships Make Payment The screen below will display The Primary member will be able to select the members they want to renew for the upcoming season Once members are selected for renwal click Submit NOTE e Check box will not appear against members who are alerady registered for the selected season or they have already applied for the selected registration season e The member list will include all members in the family group including Primary contacts and will exclude members whose membership for the organisaton is already pending for renewal Family Group Membership Renewal
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