¶ Registrations
¶ Course Requirements
Course requirements are mandatory courses that a member must successfully complete within a prescribed timeframe, failure of which may result in the suspension of their subscription.
Some course requirements can be added automatically when certain conditions are met, such as a new applicant filling out an application for membership. Others can be added manually by staff as needed. Any course managed in Tangilla can theoretically be added as a course requirement.
If there are active course requirements on a person's account, these can be viewed under the Course Requirement section of the Registrations tab. Current class and event registrations can also be seen on this tab.
¶ Course Requirements That Can Appear On The Membership Application and Applied to New Members/Subscribers
The following Course Requirements can be automatically added upon application and available courses can be displayed in the application.
- Association
-- New Member Orientation (COEN)
-- Code Of Ethics (COEC) - however, if you separate COEC from COEN, only the COEN will be monitored automatically by Tangilla. The COEC would need to be monitored manually.
-- Fair Housing (FAIR) - Multiple Listing Service
-- MLS Orientation
¶ Adding Course Requirement
Clicking on the Plus - - icon in the upper right hand corner of the dashboard will cause the Create Course Requirement window to slide out from the right side of the dashboard.
Select the Course that will be required, the date the course must be cleated by, and the realted product that will be suspended if the course requirement is not met. The list of courses will match the courses your Association currently has active.
Adding a course requirement will not automatically send an email, but a reminder will be sent as the deadline approaches.
¶ Edit a Course Requirement
You will not be able to edit the course or the subscription it is related to after a course requirement has been added. Clicking on the Edit - - icon will allow you to edit the deadline for the course requirement.
Clicking on the Check Mark - - icon will allow you to mark the course requirement as completed. This will remove it from the list of course requirements.
¶ Course Requirement Reminders
Course Requirement Reminders are send for outstanding course requirements 30, 14 & 7 days prior to the requirement date. You can view these reminders (once sent) under the Communications tab for a Person.
¶ Registrations
A person's class and event registrations can be viewed under the Registrations section of the Registrations tab. Ste status will show as Attended, No Show, Cancelled, or Pending.
Clicking on the Book - - icon will let you view the booking information, such as the email used and other RSVPs under this booking.
Clicking on the Comment - - icon lets you view and add notes about this registration.
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¶ Notes About New Member Orientation Courses (COEN)
New Member Orientation Courses (type COEN) are treated speacially in the Tangilla system. Classes for this course are automatically included in the New Member Application for selection and a Course Requirement is also added automatically.
Only one COEN Course can be used at one time. Tangilla does not support the use of muiltiple COEN courses for New Member Orientation in Membership Applications.
The number of days allowed for the COEN Course Requirement is set by organisation. Contact the Helpddesk if you would like to dicsuss updating this settting.
¶ Incidents Triggered by a Course Requirement
If the deadline arrives and the individual has not yet finished the course, an incident will be triggered with the description 'Course Requirement Not Met', leading to the suspension of the associated subscription. Course requirements are unique, in that they must be resolved by marking the course complete on the course requirement itself.
Resolving the incident caused by an unmet course requirement or extending its deadline will not initiate a second incident when the new deadline is reached. If you wish to extend the deadline on a course requirment that has already passed and an incident has already been created, the current requirement incident should be marked as completed on the Registrations tab, and a new course requirement should be added with the new deadline.
¶ Frequently Asked Questions
| # | Question | Answer |
|---|---|---|
| 1 | What happens if a course requirement is not completed on time? | Failure to complete a course requirement by the deadline may result in the suspension of the member's subscription. |
| 2 | Can course requirements be added automatically? | Yes, course requirements can be added automatically when certain conditions are met, such as a new membership application. |
| 3 | Where can you view a person’s active course requirements? | Active course requirements can be viewed under the Course Requirement section of the Registrations tab. |
| 4 | How do you add a new course requirement? | Click the Plus icon in the top right corner of the dashboard, then select the course, deadline, and related product for suspension. |
| 5 | Can course requirements be edited after they are added? | Only the deadline can be edited after a course requirement is added. The course and related subscription cannot be changed. |
| 6 | How are course requirement reminders sent? | Reminders are sent 30, 14, and 7 days before the requirement date and can be viewed under the Communications tab for a person. |
| 7 | What registration details are shown under the Registrations tab? | Class and event registrations, including statuses like Attended, No Show, Cancelled, or Pending, are shown under the Registrations tab. |
| 8 | What is special about New Member Orientation Courses (COEN)? | COEN courses are automatically added to new member applications and as course requirements; only one COEN course can be used at a time. |
| 9 | What happens if a COEN deadline is missed? | An incident labeled ‘Course Requirement Not Met’ is triggered, and the associated subscription is suspended. |
| 10 | Can a course requirement be extended without triggering another incident? | Yes, extending a deadline after the incident will not cause a new one. The course must be marked complete, and a new requirement must be added for further tracking. |
| 11 | How do I remove the COE requirement from someone's account? | To remove the COE requirement, mark it complete using the check mark associated with the course requirement you wish to remove. |