Surf Life Saving Australia
Surfguard — 1
1
Table of Contents
Surf Life Saving Australia
Surfguard — 1
Surfguard — 1
Introduction
1. User Access
1.1 Two Factor Authentication
1.2 Update Password Every 60 days
1.3 Logging In
1.4 Locked Out & Inactive Surfguard User Accounts
1.5 Surfguard Dashboard
1.6 Logging Out
1.7 User Report
2. Summary
2.1 Assessment Request
2.2 Awards (by Current Membership Location)
2.3 Awards Originating from this Club
2.4 Patrol Hours – Organisations
2.5 Patrol Hours – Top Members
2.6 Patrol Stats
2.7 Proficiencies
2.8 Sub Membership Categories
2.9 Transfers
3. Members
3.1 Find Member
3.1.1 Duplicate Member Records
3.1.2 Find Member – View
3.1.3 Find Member – Edit
3.1.3.1 General Details
3.1.3.2 Address, Phone, Email Details
3.1.3.3 Clothing Sizes and other details
3.1.3.4 Membership Details
3.1.3.5 Guardian, Declaration and Member Verification
3.1.3.6 Member Protection – Working With Children
3.1.3.7 Medical and Emergency Details
3.1.3.8 Internal Membership/Mailing Groups, Member Links & Member Area Details
3.1.4 Find Member – Awards
3.1.5 Find Member – Transactions
3.1.6 Find Member – Patrols
3.1.7 Find Member – Notes
3.1.8 Find Member – Documents
3.2 Add Member
3.3 List Members
3.4 Manage Family Groups
3.5 Creating a Family Group
3.5.1 Deleting a Family Group
3.5.3 Editing Family Groups
3.6 Bulk Processing
3.7 Pending Member Requests
3.8 Transfers
4. Education
4.1 Assessment Request List
4.2 New Assessment Requests
4.3 Assessment Candidate Qualifications Check
5. Organisational Management
5.1 Organisational Details
5.1.1 Bank Account Details
5.2 Service Profiles
5.3 Committees
5.4 Internal Memberships
5.4.1 Adding Internal Memberships
5.4.2 Bulk Processing Internal Memberships
5.5 Officers
5.5.1 Setup New Officer Position
5.5.2 Adding and Editing an Officer Position
5.5.3 Officer Position Synonym
5.6 Gear and Equipment
5.6.1 Manage Gear & Equipment
5.7 Registration Season End Settings
5.8 Price List
5.8.1 Price List Frequently Asked Questions
5.9 Mailing Groups
5.9.1 New Mailing Group
5.9.2 Mailing Group Types
6. Patrols
6.1 Manage Patrol Teams
6.1.1 Adding Patrol Teams
6.1.2 Adding A Patrol Roster to a Patrol Team
6.1.3 Editing An Existing Patrol Team
6.1.4 Substitute Management
6.2 Patrol Logs
6.2.1 Adding a Visitor
6.2.2 Request to Reopen a Closed Patrol Log
6.2.3 Not Able to Remove a Substitute From a Patrol Log
6.3 Unpatrolled Stats
6.5 Past Patrol Hours
6.6 Patrolling Membership Categories
6.7 Patrol Position Abbreviations
6.8 Managing Patrols Webinar
6.9 Other Service Logs
7. Messages
7.1 Messages
7.2 Email/SMS
7.2.1 Sending an Email or SMS Message
8. Maintenance
8.1 Background Reports/Messages
8.2 Email/SMS Notification Settings
8.3 Enrolment Source Companies
8.4 Transactions Maintenance
8.5 Substitution Maintenance
8.6 Templates
8.7 Payment Methods
9. Reports
9.1 General Reports
9.2 Custom Reports
9.3 Gear and Equipment Custom Reports
9.4 Report Examples
9.4.1 Member Reports – examples
9.4.2 Assessment/Award Reports – examples
9.4.3 Patrol Reports – examples
9.4.4 Messaging Reports – examples
9.4.5 Reporting Webinar
9.4.6 Reporting – Officers With Additional Admin Function
10. Branch/State Additional Functions
10.1 Members
10.1.1 Membership at Multiple Organisations Display
10.1.2 Viewing Multiple Memberships
10.1.3 State/Branch Transfer Approval and Bulk Transfers
10.2 Education
10.3 Patrols
10.3.1
10.3.2 Other Service Hours
10.3.3 Set Up Patrol Positions
10.3.4 Patrolling Sub-Membership Categories
10.4 Maintenance
10.5 Reports
10.5.2 – Summary – Blackspot Reports
10.6 Branch and State Officers – ability to submit Forms
11. National Users
11.1 SurfGuard User Administration
11.2 Organisational Management
11.3 Maintenance
11.3.1 Award Allocations
11.3.2 Award Maintenance
11.3.3 Assessment Maintenance
11.3.4 Member Maintenance
11.3.5 Season Maintenance
11.3.6 Transaction Maintenance
11.3.7 Transfer Maintenance
12. IRD
12.1 Accessing Incident Database
12.2 Incident Reports
12.3 Add Incident
12.4 Find Incident
12.5 Browse Incident
13. ABSAMP
13.1 Accessing ABSAMP
13.2 Data Integrity
13.3 Data Access Policy
13.4 Maintenance
13.5 Attribute Values
13.6 Attribute Listing
13.7 Beach Barrier
13.8 Beach Drainage
13.9 Import Maps
13.10 Adding and Deleting Photos
13.11 Beach Summaries
13.12 Beach Description
13.13 Beaches
13.14 Exports
13.15 Reports
13.16 Adding a beach
Download as PDF
9. Reports
8.7 Payment Methods
9.1 General Reports
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