Roster Management
WHAT IS IT?
Roster Management allows Swim Directors to ensure organization of swimmers and classes through unique tools that keep rosters up to date with the most current registrants.
I WOULD LIKE TO...
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SWIMMER LOOKUP
1. To use the swimmer lookup tool, select any program or association from the dropdown
2. Click the Swimmer Lookup tile
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3. Enter the search information in the fields
Note: You only need to search a minimum of one field. For example, you can search James in the first name field and return results for all players and parents named James
4. Search the program you have selected or Search All Programs in your association
5. Search Active Programs in your association or a Historical Lookup
6. Click the Search button
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7. In the search results, click the master or sub-account you wish to view
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8. The Program History tab shows all of the programs that the member is a part of
9. Click the Export Schedule button to export their schedule for that program
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10. The Family Units tab shows the sub-accounts that are associated with the master
Note: To view information on the another member of the family unit, click the unit's tile
11. Click the Notes tab to view and record notes for this account
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12. Click the Manage Account tab to view and edit basic profile information
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13. Add phone numbers to the TEXT MESSAGE Carbon Copy List if you would like additional people to receive text message notifications
14. Add email addresses to the EMAIL Carbon Copy List if you would like additional people to receive email notifications
Note: Phone numbers and email addresses can only be added to carbon copy lists under Master Accounts
15. When you have finished making your changes, click the Update Master Account button
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16. Click the Form/Waiver History tab to view completed forms and waivers for this user
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VIEW AND RESTORE DROPPED SWIMMERS
1. Go to your program page
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2. Click the navigation icon in the top left corner
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3. Click Previously Dropped Swimmers
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4. Select the check box next to the swimmer(s) that you would like to restore to the program
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5. Click the Restore Checked Swimmers button
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INTEGRATION CANCELLATIONS
1. Go to your program page
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2. Click the navigation icon in the top left corner
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3. Click Integration Cancellations
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4. Select the check box next to the swimmer(s) to process the changes in SwimWins
Note: Swimmers will show up here if they have switched to a different class or if they dropped from a class completely.
This action will make it so changes made in your MMS are reflected in SwimWins.
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5. Click the Submit button
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Thank you for your feedback!