Surf Life Saving Australia
IT Systems Guide for Season Close & Start of Season Tasks — 1
1
Table of Contents
Surf Life Saving Australia
IT Systems Guide for Season Close & Start of Season Tasks — 1
IT Systems Guide for Season Close & Start of Season Tasks — 1
1. Introduction
2. Season Close Tasks Checklist
3. Season Close Tasks – Detailed Information
1 – Memberships
1.1 Active Members
1.2 Archiving Members
1.3 Pending Member Requests
1.4 Pending Membership Categories
1.5 Transfers
1.6 Submitting and Approving Online Forms in Members Area
2 – Organisational Management
2.1 Organisational Details
2.2 Gear & Equipment
2.3 Bank Account Details
3 – Assessments/Awards
3.1 – Assessment Request List in Surfguard
4 – Patrols
4.1 Patrol Logs
4.2 Incident Reporting Database (IRD)
5 – End of Season Reporting
4. Start of Season Tasks Checklist
5. Start of Season Tasks – Detailed Information
1 – Admin Access to SLS IT Systems
1.1 Surfguard User Account Report
1.2 Surfguard Access & SEMS Access
1.3 Assign Admin Functions via Surfguard
2 – Memberships
2.1 Email Membership Renewal Instructions
2.2 Email a Prefilled Membership Form to Members
2.3 Print & Post Membership Renewal Forms
2.4 New Members
2.5 Processing Pending Member Requests
2.6 Payment of Memberships – Renewals & Joining
3 – Organisational Management
3.1 Officer Positions
3.2 Committees
3.3 Organisational Details
3.4 Organisational Bank Account Details
3.5 Service Profile
4 – Patrolling
4.1 Patrol Teams
4.2 Patrol Rosters
4.3 Substitution Management (Patrol Swaps)
5 – Payment Gateway
5.1 Payments & Reporting
6 – Gear & Equipment
6.1 Update Gear & Equipment
6.2 Gear and Equipment Inspections & Checklists
7 – Members Area
7.1 News & Events
7.2 Document Library
7.3 Nipper Tracker
8 – Additional Activities
8.1 Beachsafe
8.2 Surf Risk Rating (SRR) – Patrol, Water Safety & Sport Events
Download as PDF
2 – Organisational Management
1.6 Submitting and Approving Online Forms in Members Area
2.1 Organisational Details
1.6 Submitting and Approving Online Forms in Members Area
2.1 Organisational Details
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