This tab is only visible if there is a role with a Type of Leader. It tracks the details of a leader's service and training, as well as listing clubbers assigned to the leader.
At the top are check boxes to indicate: the Training has been completed and the leader has been Approved for Leadership.
Service History records are created automatically as leader records are created and roles are assigned.
Icon |
Action |
Description |
Open Service Record |
Opens the selected service record in the Service dialog. (Pressing the Enter key with a row selected or double clicking the row also opens the service record.) |
|
New Service Record |
Opens the Service dialog with blank/default values to create a new service record. |
|
Delete Service Record |
Removes the selected service record. |
|
Grid Tools |
Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data. |
Credit for service (for year counts) are triggered based on the attendance requirement set under Admin > Systems Settings > Awards > Leadership Service Awards. |
The Windows App can automatically create user-defined Training records when adding a new leader based on settings for "Leadership Training" under Admin > System Settings > Generic Lookups.
Icon |
Action |
Description |
Open Training Record |
Opens the selected training record in the Training dialog. (Pressing the Enter key with a row selected or double clicking the row also opens the training record.) |
|
New Training Record |
Opens the Training dialog with blank/default values to create a new training record. |
|
Delete Training Record |
Removes the selected training record. |
|
Grid Tools |
Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data. |
If clubbers have been assigned to a leader, either from the Clubbers Module Action menu or the Member's Role record, all of the assigned clubbers are listed in this grid.