Member Add

Facilitates the addition or updating of a Person’s membership for a particular MembershipPeriod.

Normal flow

Select Organisation

The screen will first prompt the user to select the required Organisation. If the user is only linked to a single Organisation this control is hidden.

Select MembershipType and MembershipPeriod

Next the MembershipType and MembershipPeriod must be selected. If there is only one MembershipType registered for the selected Organisation then this value is hidden. If there is only a single period, then this field is hidden. The first active MembershipPeriod is pre-selected. The drop-down will list the periods in order of the start date of the period.

Select person

Next the identifying personal details have to be supplied. This will allow the system to locate one or more matching Person for the next step.

The following values can be searched for;

  • Firstname

  • Lastname

  • Date of birth

  • Identity number

  • Membership Number

A multi-select list will be provided to provide a visual clue which field will be searched for. The following boxes will be selected based on front-end rules;

  • Firstname - When the search includes alpha characters, disabled for numbers

  • Lastname - When the search includes alpha characters, disabled for numbers

  • Date of birth - When at least 6 numbers are supplied (ignoring / and - and .), where the number is a valid date. 19 and 20 are optional prefixes.

  • Identity number - When at least 6 numbers but no more than 13 are supplied, forming a valid SA ID number

  • Membership Number - When a numeric value is supplied

Once completed and Enter is pressed, or the Search button is clicked, the backend will be asked to match the records.

The user will select from a list of possible Persons. A new option will be provided too.

Edit person details

Once a valid person is selected, or the New option is used, the Person’s personal details can be supplied. This will include;

  • First name

  • Last name

  • ID number

  • Passport number

  • Nationality

  • Date of birth

  • Gender

It will not be possible to edit Identity Number, Date of Birth or Gender if a valid SA ID number is supplied.

Edit membership details

The following fields can be added;

Order number - This will either create a new order, or lookup an existing order Order date - Readonly when an existing order is found Product - Selection of the product sold Amount - Optional Order Total - Previous total plus the current amount