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      Pony Club - PTSO Membership Validation Process Setup (INTERPODIA ADMIN ONLY)

      1- Setup Tracking Attributes

      • PTSO Membership Number (short text, or existing generated number if PTSO used us/are using us)
      • PTSO Membership - Expiry Date (DateTime)
      • PTSO Membership Card (Upload - if applicable)

      IMPORTANT NOTES:

      • For PTSOs you've used us in the past, you would likely want to reuse the existing 'Membership Number' attribute. (Eg: HCBC, AEF, SHF)
      • For PTSOs currently using us, you would likely want to setup REQUIRED GROUP rules (eg: OE, CQ, HCI)
      • Side note: Don't forget to link your emergency questions, and Equestrian Canada Number questions to the existing attributes :)

      2- Setup 'PTSO Membership Information Validation' survey & link to attributes

      2024 placeholder dashboard

      Create questions that align with the required attributes and link these questions accordingly:

      3- Setup NodeType

      • Name: PTSO Membership validation
      • Description (example): 

      The Canadian Pony Club requires all its members to maintain current membership with their PTSO.

      • If your HorseReg profile is not current before you register for your Pony Club membership, please be aware that during the membership registration process, you will be prompted to upload a copy of your NSEF card.
      • If you are already a registered Pony Club member for the season but your membership is in a 'pending requirement' status due to missing proof of NSEF membership, kindly access your membership details HERE and update the information in the 'NSEF Membership information' section with proof of your most recent NSEF membership.

      For any inquiries or assistance, please reach out to your Pony Club Representative.

      • CTA URL & Name: Link to a guide on how to resubmit proof of membership
      • Cta visibility: My Pages & Dashboard Only

      Eg: https://horsereg.com/eventsquare/admin/panel/membership_app/nodetype/301/change/?_changelist_filters=q%3DNSEF

      4- DateTime Requirement

      • Name: PTSO  Membership validation tracking
      • Identity attribute: PTSO Membership - Expiry Date
      • Datetime eligibility logic: Future date

      5- Add NodeType to Parent Membership Node

      6- ON MORG > Membership initial status: Requires Admin Attention

      (if in need of manual review)

      Eg: https://horsereg.com/eventsquare/admin/panel/membership_app/organization/298/change/

      7- Review process for Pony Club Admin

      • Open 2024 dashboard: https://horsereg.com/management/tools/#!/dashboard/298/morg/home
      • Click on number of 'requires admin attention' membership (those have an entered expiry date in the future, but have not been manually checked yet)

      • Open each membership details pending review
      • Review information in the 'attributes & records section'

      NOTE > We need to make a card to make file attribute into an hyperlink to OPEN the associated file, it's currently missing!! 

      • If provided info are correct, and waiver are signed, edit status to ISSUED

      8- Member no longer meet PTSO requirement

      If at any point the member no longer have an expiry date in the future, the membership will go back to 'pending requirement automatically', and they will get notified: 

      • Member will access membership details, and follow steps HERE to upload a new card
      • Membership will go back to 'requires admin review' and back to step 7

      Note: you can consider creating reminder email based out of the PTSO expiry date to prompt members to update their information ahead of time, though that would skip the 2nd review step