The Document Status column on the session roster allows staff to view participants who have completed or are missing requested documents. Staff with the appropriate permissions can also upload documents via this screen for users.
Important Note:
Document Management is a paid feature. For more information, please contact Support or your Customer Success Manager.
Instructions
Log in to Recreation Management
Navigate to the Activities tab, then select Activity List
Expand the activity
Click View on the desired session
View the Document Status column of the roster tab
Red Missing Icon: Indicates that not all required documents have been uploaded
Note:
Registered account holders will receive a reminder email to upload required documents 3 days before the Days in Advance setting configured at the Activity level; if Days in Advance is not configured, then the reminder email will be sent 3 days before the session start date
Yellow Missing Icon: Required documents are uploaded, but the optional documents are missing
Green Completed Icon: All required and optional documents are uploaded
Click on a status to see additional details or upload the document
View the Document Status information for the participant
Document Type: This column will list the type of document needed
Security Level: A lock icon will display for secure document types
Status: Missing documents will say File Not Uploaded, uploaded documents will list the date and time of upload along with a link to the file
Actions: Choose to upload or remove a file
Note:
Only staff with the assigned permissions will be able to view or remove secure documents.
Click the Close button to exit
The Document Status column will automatically update with any changes
If needed, you can use the Pin Participant tool to prevent users from being auto-removed if they miss the cut-off date for uploading a document
