AW Cloud Database - Windows App version 5.5

The Registration Window Dialog

The Registration Window Dialog

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The Registration Window Dialog

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205-OpenRegistration The Registration Window provides a single point of access for the multiple tasks related to registration. Review and edit household and individual member information, select members to register, assign books and uniforms, review fees, post payments, and print registration related reports.

Step 1: Review Household and Member Info

Divided into three sections: Household, Contact Info, and the Individual Member section.

RegistrationWindow1

Household - current household information is shown and can be edited directly.
Contact Info - current contact information is shown. To add/edit/delete contacts, double click a row to open the E-Contacts dialog.
Individual Members - separate tabs for Clubbers and Leaders. Each tab has two read-only grids. To make changes, open the Member Window by double clicking on a row or using the Open Member button on the toolbar. Update information, then Save and Close the member record to return to the Registration Window.

Icon

Action

Description

 

Reg. Date

The date defaults to the current club date but can be changed.

002-memberOpen

Open Member

Opens the selected member in the Member Window. (Pressing the Enter key with a row selected or double clicking the row also opens the member record.)

174-newInHousehold

New Clubber (in this Household)

Opens a new member form pre-filled with the selected household's information.

079-handbookNew

Assign Handbook

Opens the Assign Handbook dialog to assign a new handbook to the selected member.

204-uniformNew

Assign Uniform

Opens the Assign Uniform dialog to assign a new uniform to the selected member.

031-gridOptions

Grid Tools

Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data.

Register - checking the box sets Registration is Current and Registered date; sets the Permissions-related fields and Status to "Active"; and creates the Annual Dues fee (if applicable).

Icon-Tip

Review the Current Book and Uniform. Use the buttons above the grid to assign new items.

Step 2: Review Fees and Post Payments

Shows the Household Ledger. See the Household Ledger section for additional information.

RegistrationWindow2

Icon-Tip

Review automatically created fees. Use the New Fee button to add additional items. Post payments, then print a Household Account Statement or a Household Registration Form. The registration form includes an option to "Display a summary of Fees and Payments in the Office Use area" to use as a receipt of payment or a bill.

Icon

Action

Description

091-saveAndClose

Save and Close

Saves the changes and then closes the Registration window.

121-reportAccountStatement

Print the Household Account Statement

Opens the Household Account Statement report dialog for the selected household.

142-reportRegForm

Print the Household Registration Form

Opens the Registration Form report dialog for the selected household.

195-Refresh

Refresh

Refreshes the data in the grid. If there is a concern about viewing the latest data, simply click this button.

153-stayOnTopOn

Stay on Top

Toggles whether or not the window stays on top of the main window.