Canadian Fencing: manage membership requirements for coaches and officials

As a provincial or territorial sport organization (PTSO) admin, manage the membership requirements on Canadian Fencing coach and official memberships: check what’s missing and complete each requirement once the member has met it.

1. Open the member’s membership

   On the Admin Dashboard, select Memberships → Individual Memberships, search for the member and open their Membership Details.

2. Check the requirements

   Under Membership Requirements, see which requirements are complete and which are still missing.

3. Find how the requirement completes

   Look up the requirement in the sections below. Some complete automatically; others need a date, a value or a document from you.

4. Review the member’s proof

   For a first aid certificate or a screening disclosure, review what the member submitted before you change anything.

5. Update the attribute

   Under Attributes & Records, select Edit on the attribute linked to the requirement, enter the date or value and select Next.

6. Check the status

   The requirement switches to complete once the date or value is valid. When every requirement is complete, the membership is issued.

Which requirement applies to whom

• CAC Safe Sport: coaches, officials and High Performance Program (HPP) athletes.
• Criminal Background Check: coaches and officials.
• First Aid Certificate: coaches.
• Screening Disclosure: coaches and officials.
• GDPR Document: members with an International Fencing Federation (FIE) membership. Managed by Canadian Fencing only.

CAC Safe Sport

The Coaching Association of Canada (CAC) Safe Sport training is checked automatically through the Locker. The requirement is complete when the member’s training was completed within the last three years.

If the member has completed another approved Safe Sport training, you can complete the requirement yourself:

1. Open the attribute

   Under Attributes & Records, select Edit on SafeSport other approved training - Last completion date (updated by admin).

   

2. Enter the date

   Enter the date the training was completed and select Next. If the date is no older than three years, the requirement switches to complete.

   

Criminal Background Check

The background check runs through Sterling. The fee is added to the member’s cart automatically, and after paying, the member gets an email explaining how to complete the check. Sterling sends the result back to Uplifter, and the requirement completes if the result is clear. A check counts for three years from its completion date.

A member who already has a valid background check can remove the Sterling check from their cart before paying and give your organization proof of their own check. To record it:

1. Open the requirement

   Under Membership Requirements, select How to Complete on the background check requirement.

   

2. Upload the check

   Select Upload Manual Background Check. Add the proof of the check and its verification date, then save. If the check is no older than three years, the requirement switches to complete.

   

You can see any background check uploaded for the member on their Membership Details.

First Aid Certificate

A PTSO admin approves this requirement by hand. Coaches submit their certificate through Canadian Fencing’s first aid certificate form, and you’re notified when a certificate comes in.

1. Review the certificate

   On the coach’s Membership Details, open the submitted certificate from its link and check the last completion date.

   

2. Record the date

   If you approve it, select Edit on the first aid attribute under Attributes & Records, enter the completion date and select Next. If the certificate is no older than three years, the requirement switches to complete.

   

Screening Disclosure

During registration, coaches and officials answer three mandatory screening questions. If they answer "no" to all three, the requirement is complete. A "yes" opens follow-up questions for details, leaves the matching requirement incomplete and notifies you so you can review the answers.

Each question has its own attribute:

• Screening Disclosure Question #1: have you been convicted of a crime?
• Screening Disclosure Question #2: have you ever been disciplined or sanctioned by a sport governing body or an independent body, or dismissed from a coaching or volunteer position?
• Screening Disclosure Question #3: are criminal charges or any other sanctions currently pending or threatened against you?

If, after reviewing the details, you decide the requirement can be completed, select Edit on the matching attribute under Attributes & Records, change it to No and select Next. The requirement switches to complete.

GDPR Document

The General Data Protection Regulation (GDPR) document applies to FIE memberships and is approved by a Canadian Fencing admin only. Members submit it through Canadian Fencing’s GDPR form. If you’re a provincial admin with a question about it, contact Canadian Fencing.

Canadian Fencing admins are notified when a form comes in. To approve it, open the form from its link on the member’s Membership Details and review it. Then select Edit on the GDPR attribute under Attributes & Records, choose YES - Form completed and select Next.

If a requirement still shows incomplete after you save a date, check that the date is within the last three years. For anything else, contact Uplifter Support.

Related: Manage background checks · Background screening with Sterling · Use a custom profile attribute to drive membership logic · Canadian Fencing: register for a fencing membership