Review a coach’s uploaded background check and enter its completion date so the coach membership is issued.
- A coach membership stays at Pending Requirements until the background check is approved.
- The membership is issued automatically once the completion date you enter is on or after the cut-off date shown on the upload box.
- The coach gets a confirmation email when the membership is issued.
Review a coach’s uploaded background check and enter its completion date, so the coach membership is issued. You work from the coach’s membership details under Memberships.
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Find the pending coaches
Open Memberships, open the coach membership and filter the list on the Pending Requirements status.
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Open the uploaded check
Open the coach’s membership details and scroll to the Coach - Background Check box at the bottom, which reads “Please upload a background check not older than” followed by the cut-off date. Select the uploaded file to review it.
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Enter the completion date
Under Attributes & Records, select Edit on Background Check - Date Of Completion, enter the date on the check and select Next.
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Check the result
The membership changes to Issued and the coach is emailed.
If the check is older than the cut-off date, the membership stays pending. Ask the coach to upload a newer check, then enter its date.