The toolbar in the Check-in Module provides functionality that is generally needed during check-in time.
Icon |
Action |
Description |
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Open Member |
Opens the selected member whose individual data is then displayed in the Member Window. (Pressing the Enter key or double clicking the row also opens the member record.) |
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New Member (Ctrl-N) |
Opens the New Member dialog with blank/default values to create a new member. |
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Add a Visitor |
Opens the Add a Visitor dialog to add a visitor brought by the selected member. |
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Perform Search |
Filters the grid to show only those members whose names match the search criteria entered in the text field. (Pressing the Enter key also performs the search/filter.) |
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Speed Check |
This is a toggle button that can be turned on or off. When on, other check boxes are automatically selected when a member's Club Attendance is marked. Set preferences under Admin > System Settings > Options > Check-In. |
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Assign Handbook |
Opens the Assign Handbook dialog to assign a new handbook to the selected member(s). |
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Assign Uniform |
Opens the Assign Uniform dialog to assign a new uniform to the selected member(s). |
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Open Household Ledger |
Opens the Household Ledger for the selected member's family to manage fees and payments. |
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Begin Registration Process |
Opens the Registration Window Dialog for the member's family to manage registration related events. |
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Print Member Profile |
Opens the Member Profile report dialog to print a member profile for the current member. |
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Print Registration Form |
Opens the Registration Form report dialog to print a registration form for the selected member's family. |
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Grid Tools |
Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data. |
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Show/Hide Handbook Sections |
This is a toggle button that can be turned on or off to show the Handbook sections grid next to the Attendance grid. (Re-size the panel by grabbing and dragging the edge.) Note: this is the same grid that is used in the Handbooks tab. |
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Show |
Filters the data in the grid based on Status, Member Type and/or Club Name. Select the boxes in each drop-down list to indicate the status(es), member type(s) and/or club(s) to be displayed in the grid. |
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Theme |
Displays the theme if a particular Theme is set in the club session records for the current club date (under Admin > Club Setup > Club Calendars). |
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Set Flag* |
Sets a colored Flag for the selected member(s). |
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Set Attendance* |
Present - marks the attendance check box for the selected member(s). Not present - clears the attendance check box for the selected member(s).
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Excuse* |
Marks the club and/or church attendance for the selected member, or all members, as excused. If a club night is canceled, the date can be deleted (under Admin > Club Setup > Club Calendars) instead. |
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Clear excused* |
Marks the club and/or church attendance for the selected member, or all members, as unexcused. |
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Clear all Team Colors for this week* |
Clears all the Team Color values in preparation to reassign new ones. When using Team Colors to group clubbers only for games (not handbook time), this helps keep track of who has/has not been re-assigned. |
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Reset all Team Colors for this week* |
Resets all current Team Color values according to each member's base color (from the Member's Role record.) |
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Open Role Record* |
Opens the Roles dialog for the selected role. |
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Set Role Status* |
Sets the role status of the selected member(s) to one of the following: Active, Archived, Inactive, Prospect, Visitor. The weekly records will also be updated for the current club date and all following weeks. |
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Set Role Team Color* |
Sets the Team Color in the Role record for the selected clubber(s). The weekly records will also be updated for the current club date and all following weeks. |
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Set Role Team Name* |
Sets the Team Color in the Role record for the selected clubber(s). The weekly records will also be updated for the current club date and all following weeks. |
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Set Role Leader Assignment* |
Opens a dialog to assign a leader to the selected clubber(s). (The role record will be updated as well as the weekly records for the current club date and future dates.) |
* These items are not available directly from the toolbar, but are available from the right click pop-up menu in the grid.