Overview
If your organisation will have specific reasons why members can be approved and denied for clearances, you can set these up as options so that they can be selected when approving and denying clearances. For example, specific Associations may have reasons that aren't generally followed sport-wide, such as:
- Player is cleared has moved interstate
- Clearance is denied because a player has outstanding fees needing to be paid first
- Player is cleared due to personal/family changes
- Clearance is denied because there are too many players in their age group
Note: Only associations can set up approval/denial reasons
Step-by-Step
Step 1: Open the Settings page
From an Association level database, select the Settings Cog from the top right hand corner, then click SETTINGS
Step 2: Open the Lookup Information options
Under the Configure Database Fields heading, select MANAGE LOOKUP INFORMATION
Step 3: Find the Clearance options
Scroll towards the bottom of the list and find REASON FOR CLEARANCE (clearance approval reasons) and REASON FOR DENIAL.
Step 4: Set your options
Click on the name of the field to open the list of field options, then click ADD NEW OPTION to add a new custom option
Enter your options, then click UPDATE
Step 5: Repeat
Repeat this process for any other reasons. These will appear in a list and you can drag and drop the reasons depending on where you want them in this list
The reasons for clearance will appear on the Request a Clearance screen, and the reasons for denial will appear on the Approve/ Deny a Clearance screen.
Watch
