Create a Shared Roster

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You can use the Shared Roster to link multiple sessions and compile them into one roster. When multiple sessions are under a shared roster, a maximum participant count can be set for the Shared Roster. Once you reach that maximum number, the system will not allow any more registrations in either session within the Shared Roster.

Note:

Example: Shared Rosters are often used for summer camps with either a Morning or a Full Day option. The individual sessions would each have a maximum of 40 participants. Under the Shared Roster, both sessions together would have a Max Participant count of 40 as well. With this configuration, when a combined total of 40 campers have enrolled, registration would close on both sessions.

Instructions

  1. Navigate to the Activities tab, and then Shared Rosters:The main navigation area with the Activities menu expanded and the Shared Rosters option highlighted.

  2. Select Create Item:The Shared Rosters screen with the Create Item button highlighted for selection.

  3. Fill in fields:The Shared Roster Settings tab with the Shared Roster Name and Max Participants fields filled and highlighted.

    • Shared Roster Name: A basic label describing this shared roster; visible on various areas of Recreation Management

    • Max Participants: Enter the maximum number of participants that can enroll in all the sessions of the shared roster

  4. Select Save New Item:The Save New Item button on the Shared Roster Settings tab is highlighted for selection.

  5. Navigate to the Sessions tab:The Shared Roster Details page with the Sessions tab highlighted for selection.

  6. Select the Assign Sessions button:The Shared Rosters Detail page on the Sessions tab with the Assign Sessions button highlighted.

  7. Choose the session or sessions to add to your roster:The Assign Sessions pop-up dialog box with checkboxes highlighted. Some checkboxes for sessions are filled.

  8. Click Add Selected Sessions:The Assign Sessions pop-up dialog box with the Add Selected Sessions button highlighted.

  9. Click Save Item:The Shared Roster details page with the Save Item button highlighted for selection.

  10. The shared roster tab will now display on the assigned sessions' rosters:The details screen for an activity with the Example Shared Roster displayed as a clickable link.