Add a Prerequisite Activity to an Activity

This article will show you how to add a Prerequisite Activity to a new activity. This may be useful if you want participants to pay an Annual Fee and/or Annual Insurance, to force a participant to complete a prior activity session in a step-based activity progression, or if activity participation requires a membership. Unless a user has registered (either currently or in the past) for the prerequisite activities, they will be blocked from enrolling in this new session.

Important Notes:

• The prerequisite activity must already exist in CivicPlus' Recreation Management solution.

• Existing Memberships that are imported into the Recreation Management solution during implementation through the Membership Import cannot be used as valid prerequisites.

Instructions

1. Sign in to your solution

2. Navigate Activities, and then to the Activity List:

   

3. Click the Create Activity button:

4. Enter the Activity Name:

   Note: This is a required field, indicated by a red asterisk (*).

5. Select an Activity Type from the :

   Note: This is a required field, indicated by a red asterisk (*).

6. Select a Prerequisite Behavior:

   • If adding multiple prerequisites, choose whether to Require All or Require One prerequisite.

     • Require All: The customer needs to complete all of the activity's prerequisites before they can attend the activity.

     • Require One: The customer needs to complete 1 of the activity's prerequisites before they can attend the activity.

7. Next to Prerequisite Sessions, click the Add Item button:

8. Search for and select items to add as prerequisites:

9. Configure the Prerequisite Options:

   • Any Account Member: This will allow any individual account member within the entire account to register for a session as long as one account is registered for the prerequisite

   • Allow Expired: This will allow an expired prerequisite to be used during registration (for example, if an Annual Membership expired on February 1st but registration occurs on February 5th, the Annual Membership will still be recognized as meeting the prerequisite)

10. Configure the rest of the Activity's Settings:

    • Code: The code assigned to the activity

    • Category: The group to which the activity belongs, such as Donation or Aquatics

      Note: The Create New Category (+) button can be used to create new categories if there are no categories that fit the activity.

    • Image: Upload an image for the activity from your computer

    • Max Registrations Per User: The number of times a single user can register for the Activity

      Note: This only applies within the current program period.

    • Default GL Code: The code assigned to the Activity for financial purposes

      Note: The GL Code chosen here will be used to auto-populate a GL entry for new sessions. It will not impact existing sessions with no GL Code.

    • Document Types: Sets the types of documents registrants need to upload for the Activity, such as a Medical Form

      Note: Adding a Document Type here will allow registrants to upload documents associated with this activity.

    • Tax Deductible: Enables the Activity to be eligible as a tax-deductible

      Note: New sessions will default to the setting at the Activity Level; existing sessions will not be updated.

    • Full Description: The formatted description to be shown in the online catalog

11. Click the Save New Activity button: