Surf Life Saving New Zealand Member Portal User Guide. Section 1 General

Transcription

1 Surf Life Saving New Zealand Member Portal User Guide Section 1 General

2 SLSNZ Patrols and Membership Database Overview The Patrols and Membership Database (PAM) is a central database for all Surf Life Saving clubs in New Zealand. It is used to log details of members (contact details, awards, memberships etc) and patrols and incidents. PAM holds this information securely, and the data gives us an understanding of trends across the whole organisation. All clubs must log their members, patrols and incidents onto PAM. In July 2015 Surf Life Saving New Zealand's new PAM database went live, replacing the old system which had been in service for approx. 15 years. The new database consists of 2 systems a CRM and a Portal. CRM stands for Customer Relationship Management. These systems are often used as a business tool for managing customers, products, and sales. Our CRM is an out of the box system that has been tailored to suit Surf Life Saving New Zealand s requirements, i.e. our memberships, awards and patrolling. The CRM has different levels of access club, regional and national just as the old PAM system did. It is a comprehensive databank that takes a bit of getting used to which is why we developed the Portal to use alongside it. Each club has one log in to the CRM. The Portal is essentially the lid on top of the CRM it displays all of the same information as the CRM but was designed to be easier and simpler. Its layout is very similar to our previous PAM database and we have found that it is very intuitive and easy to use. The Portal is also home to the Member Lounge a mobile-friendly portal where every member of SLSNZ can log in and view their upcoming patrols, see their current and about to expire awards, as well as update their contact information. SLSNZ also operates several other club systems: Old PAM has been switched to a read-only setting. All club admins who had access to the system will still be able to log in using their old details however they cannot edit, create or change any information. The old PAM will stay in this state for at least two years until we have fully transitioned to the new system. All changes now need to be made in the new system. The Club Shop is a separate system where clubs go to order all SLSNZ product (i.e. uniform, patrol items). Each club has one log in and can only be used by club admins. A link to the Shop is available on the Portal home page and on the website. EnterNOW is the sports entry system. This is used by your clubs designated sports admin or coach for carnival entries. Each club has one generic log in to this system or a box can be ticked in the database indicating that this person is an admin. Once this is ticked, they can access EnterNOW directly from their Portal. Course Booking System is the platform to book your active members onto upcoming courses and events (not sport). It recognises the qualifications require by attendees and prevents those who don t hold the correct awards from being able to be enrolled. Online Learning scheduled for release More information will be available shortly.

3 My Club - Welcome to the Club Admin section of the Portal! To get club administrator access to the Portal you need to contact the system administrator to get you set up. Only those requiring admin access will be granted it. There are different levels of administrator access: Club Administrator: access to all aspects of club administration i.e. all members, memberships, awards, patrols and incidents. They can view and edit all information. + Course Booking System: permission to access and add members to the Course Booking System Patrol Captain: access to patrol teams, patrols and incidents only. Can t view or edit member information (don t have access to My Club ). Carnival Entries: access to EnterNOW direct link from database to entry system plus members section (to make competitors active, check awards, etc).

4 Club Administrator - you will see the following tabs appear in the main menu: Home - links to the CRM, the entry system, the Club Shop and the SLSNZ website. Clubs directory of all clubs and their contacts. My Club - Club, Members, Memberships, Families, Awards, Transfers, Applications, Course Bookings. Club Patrols - Patrol Teams, Patrols, Incidents. Reporting - Season Member Stats, Member Patrol Stats, Season Patrol Stats, Monthly Patrol Stats. Member Lounge - My Profile, Change My Address, My Family, My Patrols, My Awards, Membership Desk. Members need to have access to their username and password to log in. Join Surf new members can submit the new membership application form. Contact Us EnterNOW if you have been marked as an EnterNOW administrator this will link straight to the entry system. Patrol Captain you will see the following tabs appear in the main menu: Home - links to the CRM, the entry system, the Club Shop and the SLSNZ website. Clubs directory of all clubs and their contacts. Club Patrols - Patrol Teams, Patrols, Incidents. Member Lounge - My Profile, Change My Address, My Family, My Patrols, My Awards and Membership Desk. Join Surf new members can submit the new membership application form. Contact Us Carnival Entries you will see the following tabs appear in the main menu: Home - links to the CRM, the entry system, the Club Shop and the SLSNZ website. Clubs directory of all clubs and their contacts. My Club - Club, Members, Memberships, Families, Awards, Transfers, Applications, Course Bookings. Club Patrols - Patrol Teams, Patrols, Incidents. Reporting - Season Member Stats, Member Patrol Stats, Season Patrol Stats, Monthly Patrol Stats. Member Lounge - My Profile, Change My Address, My Family, My Patrols, My Awards, Membership Desk. Members need to have access to their username and password to log in. Join Surf new members can submit the new membership application form. Contact Us EnterNOW if you have been marked as an EnterNOW administrator this will link straight to the entry system. My Profile - To edit your profile or change your password, click on your name in the top right hand corner and choose from either of the two options that display in the drop down menu.

5 Surf Life Saving New Zealand Member Portal User Guide Section 2 Membership

6 Clubs Clubs contains a list of all the active Surf Life Saving clubs in New Zealand. To view a clubs contact details either: 1. Double click on the club name (in blue). 2. Click on the arrow at the end of the club field and select view details. Note: to edit your club details you will need to go to go to the My Club tab and select edit as opposed to view. You are only able to edit the details of your own club. The contact details available in this section can be seen by all users with Portal access so it is important that these are accurate and kept up to date.

7 Club Club is where you can edit your club details and update your club roles. Go to the My Club tab and select Club. Use the arrow at the end of the record to select Edit. You are only able to edit the details of your own club. The contact details available in this section can be seen by all users with Portal access so it is important that these are accurate and kept up to date. These also filter through to Surf Life Saving New Zealand Find a Club on the website when your club is selected.

8 Club Roles To update your club roles you need to open up your club record, making sure to select edit. You will find Club Roles at the bottom of the page that will open with your club information on it. 1. System Views 2. Create a new club role 1. System views are various collections of data. Club Roles has two System Views to select from: Club Roles (Current Season) Club Roles (Historic) 2. Create a new club role by selecting create and filling in the fields on the form that will appear. Clicking Submit will save the club role which will now display in the list of Current Season club roles. If the date selected for the club role does not fall within the current season you will need to switch to the Historic system view to see it.

9 Members The member s section displays all (historic and current) members of your club and their contact information (i.e. phone numbers, SLSNZ membership numbers, addresses). You do not complete the membership rollover in the Members section, instead this is done in the Memberships section. We use the Members section as a directory for finding details out about club members. When looking at your list of Members you can change the order by which they are filtered by clicking on the column headings. To edit or view a Members contact details click on the arrow-down option at the end of a members name next to their address. Note: if you select Create Family, it will add the selected member to a new family as an administrator. After selecting this you will still be in the Members section and will need to go to the Families tab to view this family. Members Search To search for someone in your list of Members you can use the search bar. An asterix before the name of the member makes it a Smart search and if you are struggling to find someone we suggest you try: Searching by just first name initially Inserting an asterix before the first name Search by last name with an asterix

10 Adding a new member Go to Members and click the blue Create button. A new member form will appear fill this in with the relevant information (only fields marked with a red asterix are compulsory; however it is best practice to fill in as many as possible). Click Submit at the bottom of the form and the member will now show up in your list of members (as well as a primary membership holder in your list of active memberships). Alternatively you can direct new members to the Join Surf tab in the Member Portal and they can create a new membership application via this link.

11 Families Families are groups that you can create within your membership as a way to keep a central record of a family s contact information. You can use the families function to record the subscription paid by a family group. Note that when you tick that a family has paid this will filter into each of the members who you have grouped in that family. You can create a family two ways: Families - click the Create button. From here the create screen will open and you can name the family and enter their contact information. The family home phone and fields are the main point of contact for that family.

12 There is space to enter the subscription details for the family. For example, you may enter the type of subscription (your club may have a family subscription) and/or tick that subs have been paid or when the family was invoiced. Clicking Submit will save the family and take you back to the families section. To edit the family that you have created and add the administrator, members and memberships in the family, click on the arrow next to their name and select edit from the drop down list. The edit form will appear. The administrator in a family is the main contact. Add administrator - click the associate button. Add member - click the associate button. Add memberships - click the associate button (note that this look up will only search for active memberships).

13 Members use the shortcut from your list of members. Scroll through your members until you find someone who you would like to be an administrator of a family. Click the arrow at the end of their name and select Create Family from the dropdown menu. Once you have completed this action you will return back to your members section. You will need to navigate to the Family section to find your family in order to edit their details and add members. Note: when you create a family via the members section the default name appears in the families section as The <full name> Family. This is something you can change when you open up the family to edit it. To remove a member from a family you need to open up the family record by clicking the arrow by the family name and selecting edit. Go to the administrators/members/memberships section and scroll across to find the arrow at the end of their name. Select disassociate from the dropdown menu that will appear

14 Applications When a new member completes an online Membership Application Form an application will appear in the Applications section. Once a person fills out and submits this application form an will be sent to the club that the person is applying to let them know that there is a record waiting to be actioned. We can see which applications need to be actioned by looking at the status reason it will either be pre-processed or post-processed. To action the application scroll to the end of the record, click the small downward facing arrow and select edit. Once the record is open you can refer to the information that the applicant has provided you. Some clubs may contact the person with the information provided to get a better understanding of what the person intends to do in the club before they accept the membership. If you want to accept the application change no to yes in the Approve for Post- Processing section. When you return to your list of applications, the applicant you have just approved should now display as post-processed. They will now display in your list of active members and memberships. All applications (pre-processed and post-processed) will display in this list until deactivated via the CRM system. They do not disappear once actioned.

15 Transfers Once the database administrator has created a transfer for a member OR when the member creates their transfer via the Member Portal it will display in both the destination club and the original clubs database. Go to My Club > Transfers Changing your view will show you transfers in or transfers out of your club Find the transfer that you wish to action and click the downward facing button at the end of their name Select Approve or Reject. Approving the transfer will verify that your club is happy to either accept the member or let them go.

16 Memberships This section contains all of the memberships held by the members in your club. Please note that this is separate to the members section which contains the more contactspecific information about your members. At the beginning of each season SLSNZ will complete the end of season rollover. After this you will only see a small amount of memberships in your list of active memberships (life members only). Every other membership is now displayed in your list of inactive memberships. To navigate between the two lists click on the list of views to choose either Active Memberships or Inactive Memberships Active Memberships shows all of the memberships in your club that are in the current season. Note, you can only edit membership information when a membership is active. Inactive Memberships shows all of the memberships in your club database that are yet to be made current for the season. 1. Contact = the member of your club who holds that membership. 2. Membership Type = the type of membership that is held by the member. 3. Season = the last season that the membership was active.

17 Membership Rollover Roll your members over to the current season by going to your list of inactive memberships. 1. Select the membership that you want to make active for the current season. 2. Click the arrow at the end of their record and select Rollover to Current Season. 3. This membership is current and can be found in the active membership view. You can now edit the information of that membership i.e. their subscription details. Once a membership is active you can click on the arrow next to their name: Once a membership record is active you can change their membership type, edit any details in fields which aren t locked and add in their club subscription information.

18 Awards Awards has all of the awards held by members of your club. To narrow your search you can; A.) Click on any of the headings to order your data by that column i.e. click Award to list by awards A-Z (click it again to reverse the order). B.) Type a members name into the search bar to bring up only their awards. C.) Type a name (i.e. family last name) but insert an asterix (*) symbol in front of it. You could use this search mode to see a certain award (i.e. *lifeguard award) Missing Awards - if you are certain that a member should hold an award in the database and can t find a record of it Has it been added to the system by either a club, regional or national administrator? If the award has not been added you need to follow up with the administrator who adds the award. Contact your Regional Staff Member who can point you in the right direction.

19 To add a new award click on the blue create button. A club administrator can only assign a selection of awards to their members. The rest can only be done at regional and national level. Member click on the magnifying glass to search for the member (you can only add an award to an active membership head to Memberships > Inactive Memberships if you need to roll a member over to the current season). Award click on the magnifying glass to search for the award. Date Awarded enter the date that the award was awarded to the member. Date of Expiry will automatically populate for you based on the award term (i.e. 12 months or 24 months). Award Notes can be used to record further details. Click submit to save the award.

20 Surf Life Saving New Zealand Member Portal User Guide Section 3 Patrolling

21 Patrol Teams This is the pre-patrol (planning) stage. You will come to this section and create all of your patrol teams for the season, then add members to the team and the dates that the team will patrol on. This information is then filtered out into the My Patrols section in that patrolling member s Member Lounge section. To create a team go to the patrol teams section and click the blue create button. Fill in the fields on the create screen that will appear and click submit. Name the patrol and specify who the patrol captain is. The newly created team will display in your list. You will see below that the new team is currently at a draft status. Click on the small arrow and select edit to add the patrol dates and patrol team members.

22 The edit screen will appear. Firstly, fill in the general information about the patrol team. The status of the patrol can change depending on where you are at with the team. If it is not complete leave it as a Draft. If you are ready to submit the team change it to Planned. Leave these boxes unticked until the patrol team form is completely filled in and ready to be submitted. See below to see how to create dates for your patrol teams. See below to see how to add members to your patrol teams.

23 Patrol Occurrences To add the dates that this team will patrol on click the blue create button. Click on the calendar icon to select the date of the patrol. Enter the location where the patrol took place (i.e. North End) Select the type of service most clubs will select Voluntary Patrol for their patrols. Select the patrol start and end times from the dropdown options. If you do not know the high tide time at this date, select something that you can edit over at a later stage. Click Submit.

24 A draft occurrence will now appear in your list of occurrences. Add as many occurrences as necessary. Please note these will come through as drafts and you will need to edit the record so that the status of the patrol comes up as ready to project. The system will run the workflows required and you may notice if you come back into the team that the status will have changed to planned. To edit the patrol status, click the downward facing arrow and select edit. Change the status to ready to project and submit the form. Patrol Team Members Finally, to add members to your patrol team click the blue create button. Look up the member by clicking on the magnifying glass icon This will look through all of your active memberships (the memberships that you have rolled over). You can change to look at inactive memberships by changing your view. Add as many members as needed. When everything on the Patrol Team is completed, double-check that you have ticked the boxes at the top of the form then click submit.

25 Patrols Go to Club Patrols and then open the Patrols section. This will bring up a list of patrols for the current season. From here you will need to edit an existing patrol or create a new one.

26 To Create a New Patrol Click Create. Add the patrol details and set the patrol start and finish times. Patrol Team - Choose Default if a team has not been set up or Emergency if the patrol was a call out. Use the tick column on the lefthand side and click select. *All club patrol teams can be set up in the Portal go to Club Patrols > Patrol Teams.

27 Patrol Captain Click the magnifying glass. On the look up screen type in the patrol captain s name in the search bar, tick the right person and click select. Date Choose the date of the patrol. Location This is a free text field to add specifically where the patrol was. Start and Finish time for the patrol use the drop downs. Type of service choose from the dropdown menu Enter the High Tide time (if you do not know enter any time and edit when the information is available) Click Submit this will create the new patrol.

28 When you are back in the Patrols section you can click on the Date of Patrol column heading to reorder your patrols from oldest to most recent. 1. To add more details, click the arrow at the end of the record and select Edit. 2. Add the Patrol Observations. Note: Num Lifeguards and Total LG Hours will populate automatically when the attendance is updated at the end. 3.

29 3. Enter the Beach Conditions using the drop downs you can tab through these. 4. Enter Patrol Team Members Click Create on the right this will open another screen (note- the patrol captain will be added automatically) a) Search for the member and select the person you want to add. You may have to search your inactive members by selecting inactive members to find members that are not in the current list. b) Select their patrol role from the drop down

30 c) Update their attendance times this should populate the start/finish time you ve selected for the patrol. If a person was late or finished early you will need to change the attendance time using the drop down. d) Click Submit to save the person and click Create to add another. 5. Enter the Head Counts for the patrol Click Create on the right to add a new headcount. To add the new head count a) Add the Beach and Water counts. b) Select the time of count from the drop down. c) Click Submit. (The Time of Count at the top will automatically calculate when you save so does not need to be filled in manually) Click Submit to save this record to the patrol and click the + to add the next head count.

31 Complete final details a) Change the patrol status to planned (if it is not already) b) Add patrol note in the description box if needed. c) Add the Peak headcount. This is a free text field, you will need to take this from your head counts. d) Check that all of the hours for the lifeguards have been entered and are correct. e) Click the All Attendance Update. This will place a tick in the box and automatically fill in the LG hours and number of lifeguards below. You can go back in and edit the patrol at any time by going to you patrol list, clicking the arrow on the right and click Edit. Cluck Submit when editing is complete.

32 This information can be added at the beach via a phone, tablet of laptop as long as you have internet connection. This will give you live information. If the club wants to set up the patrol captains they can use the Surf Life Saving App to enter the patrol data in the portal. Please contact Georgia McLaren if you wish to set up your patrol captains with access to your club patrols. The administrator can go in and change the status of the patrol at any time but most changes will not need this. Other Notes: To change the information in the Patrol and Team you will need to set status back to draft. To update attendance after the box has been ticked, untick the box, update the information you need to update then re-tick the all attendance update box. There are a couple of options for the attendance of a person on patrol: o Attended The person was at the patrol o Advance Withdraw The person has found a fill in for the patrol. There is the ability for the member to do this through their portal if the club wants to use this option. o No Show use if the person does not show up and does not call in prior. It is up to the club to decide how they manage this function. In future we will have a patrol complete option that will lock down the information for that patrol occurrence. reminders The club can choose to have reminders sent to their members on Wednesday prior to the patrol. Contact the database administrator to have this turned on for your club.

33 Patrols - Editing In the Portal, go to Club Patrols and then open the Patrols section. You will see a list of your club patrols for the season. You can click on the Date of Patrol column to reorder your patrols from oldest to most recent. Once you ve found the patrol you wish to update, click the arrow at the end of the line that the record sits on and select Edit. 1. Open the Patrol you wish to edit by clicking the small downward facing arrow at the end of the record then select edit.

34 2. Add the patrol Observations (these are free text fields). Number of lifeguards and Total LG Hours will populate automatically when the attendance is updated at the end.

35 Enter the Beach Conditions using the drop downs you can tab through these. Enter Patrol Team Members Click Create on the right this will open another screen (note- the patrol captain will be added automatically) a) Search for the member and select the person you want to add. You may have to search your inactive members by selecting inactive members to find members that are not in the current list. b) Select their patrol role from the drop down

36 c) Update their attendance times this will automatically populate with the start/finish time of the patrol if this was set up as a team. If a person was late or finished early you will need to change the attendance time using the drop down. d) Click Submit to save this person onto the patrol and click the create to add the next person to the patrol.

37 Enter the Head Counts for the patrol Click Create on the right to add a new headcount. To add the new head count a) Add the Beach and Water counts. b) Select the time of count from drop down boxes at the bottom c) Click Submit (The Time of Count at the top will automatically calculate when you save so does not need to be filled in manually) Click Submit to save this record to the patrol and click the + to add the next head count.

38 Complete final details a) Change the patrol status to planned (if it is not already) b) Add patrol note in the description box if needed. c) Add the Peak headcount. This is a free text field, you will need to take this from your head counts. d) Check that all of the hours for the lifeguards have been entered and are correct. e) Click the All Attendance Update. This will place a tick in the box and automatically fill in the LG hours and number of lifeguards below. You can go back in and edit the patrol at any time by going to you patrol list, clicking the arrow on the right and click Edit. Cluck Submit when editing is complete.

39 This information can be added at the beach via a phone, tablet of laptop as long as you have internet connection. This will give you live information. If the club wants to set up the patrol captains they can use the Surf Life Saving App to enter the patrol data in the portal. Please contact Georgia McLaren if you wish to set up your patrol captains with access to your club patrols. The administrator can go in and change the status of the patrol at any time but most changes will not need this. Other Notes: To change the information in the Patrol and Team you will need to set status back to draft. To update attendance after the box has been ticked, untick the box, update the information you need to update then re-tick the all attendance update box. There are a couple of options for the attendance of a person on patrol: o Attended The person was at the patrol o Advance Withdraw The person has found a fill in for the patrol. There is the ability for the member to do this through their portal if the club wants to use this option. o No Show use if the person does not show up and does not call in prior. It is up to the club to decide how they manage this function. In future we will have a patrol complete option that will lock down the information for that patrol occurrence. reminders The club can choose to have reminders sent to their members on Wednesday prior to the patrol. Contact the database administrator to have this turned on for your club.

40 Incidents: 1. Log into the Portal and go to the Club Patrols tab. You will see this tab if you have been set up as either a patrol manager or a club administrator. Members cannot see this tab. 2. Go to Incidents. 3. You will see a list of all of the Incidents that have happened in your club. Click the blue create button on the right hand side of the screen to create a new incident record. 4. The Create Incident form will appear: Name - provide a name for the Incident. Incident Date. Club - click the magnifying glass to select your club. Patrol Team - who were on duty at the time (if applicable) Summary of Incident the info from the Patient/Incident Notes section on the paper form. Incident Level provide a ranking from S0 S4 (descriptions available on the dropdown menu) Tasking Number provided by emergency services (if applicable) (There are other fields on this page which are not compulsory but can include data if applicable) 5. Click Next Time Started and Ended (what was the timeframe that the incident ran to) People Involved enter any non-members who were involved in the incident. Members Involved space to record which SLSNZ members were involved in the incident. 6. Was it a Rescue, Search or First Aid? (Tick as many as applicable) 7. Select from the list provided why the incident happened (tick as many as applicable)

41 8. Which activities were involved in the incident? (Tick as many as applicable) 9. What resources were used in the incident? (Tick as many as applicable) 10. Click Submit to save the incident. You will be taken back to the Incident section of the Portal. At this stage you can reopen the incident to enter who the members and patients were. 11. Find the incident you have created and click the arrow to select edit. This is a good chance to check the information you have entered in for the incident. Scroll through these pages until you get to the Patients page. 12. Click the blue Create button to create the record of a patient involved in the incident. This will bring up four pages of details that are required about the patient. Click Submit once you have completed these. Creating a record of a patient and saving them to the incident means that we can keep track of the demographics of the people involved in all of our incidents (i.e. gender and age) as well as people who may continuously require the attention of our lifeguards. 13. The last section is to add the records of the members in your club who were involved. Click the dark blue Associate button to tag your members in the incident. This is a great way that we can keep a record of the incidents that our members are involved in, as well as a way that clubs can keep track of the training that lifeguards may need if they are involved in serious incidents. In the CRM you can then go to a members contact record, select the menu item Incidents Involved and see exactly which incidents a lifeguard has been involved in.

42 Surf Life Saving New Zealand Member Portal User Guide Section 4 Members

43 SLSNZ Portal The Member Lounge Members can be set up to log into the Member Portal. The database administrator can set them up and them a link to the Portal plus a username and a password. Alternatively, an automated invitation can be sent to the member or the club administrator can set them up manually in the CRM. Auto to an Individual Member: 1. Search for their contact record and open it. 2. Look to your command section and click the three dots. Select Run Workflow. 3. A list of workflows will appear. Tick Contact: Bulk Send Portal Invitation and click Add. 4. An address for the contact is identified and the portal invitation is sent to the contact. Auto to Multiple Members: 1. Go to Active Contacts 2. Tick the contacts you wish to send the invitation to and click Run Workflow. 3. Ensure that bulk send portal invitation is ticked and click Add.

44 Manual Set Up in the CRM: CRM administrators have the ability to set up their members to log in the web portal. 1. Search for the contact you want to set up. 2. Once the contact record is open, change the type of record from contact to portal contact. 3. Scroll down to the Web Authentication section. Enter the details about their log in: Username = SLSNZ ID number Reset Password = choose and reset passwords here Logon Enabled = tick 4. Scroll down to Web Role Information section and click the + icon on the right. Select the following web roles from the menu of options. Member Member Change Address Click the floppy disc icon in the bottom right hand corner to save your changes. To set up a member in your club as a club administrator, a patrol manager or an EnterNOW administrator, follow the instructions above but add the following web roles: Club Administrator Is Club Admin = change to Yes Club Admin Level = change to Update Award Approval Level = Club Add the following web roles by clicking the plus sign icon on the right hand side of the page. Club Admin Base Role Awards View and Awards Update Patrol View and Patrol Edit Membership View and Membership Edit Member and Member Change Address Family View and Family Edit Incident View and Incident Edit Club Course Instances: View (for bookings admin only) EnterNOW Administrator (for competition/entries admins only)

45 Sports Administrator Member and Member Change Address EnterNOW Administrator For the direct link to work, the contact s primary membership must be primary and active. Patrol Manager/Patrol Captain Is Patrol Manager = change to Yes Add the following web roles by clicking the plus sign icon on the right hand side of the page. Member and Member Change Address Patrol View and Patrol Edit Incident View and Incident Edit

46 Surf Life Saving New Zealand Member Portal - Logging In An exciting new feature of the PAM database is the Portal and its member access. All members now have a username and password which allows them to log in and update their contact details, view their awards, course bookings, patrols and request transfers and secondary memberships. Log In: Go to 1. Click the Sign In button Click to reset your password. 2. Enter your username and password. 3. Click Forgot Your Password to receive an automated system providing you with a link to reset your password. 4. Having trouble logging in? the friendly team at Surf Life Saving New Zealand to get assistance with your log in - database@surflifesaving.org.nz.

47 Welcome to the Member Portal! The Portal will become our member s one stop shop for all things membership related and this is a system that SLSNZ are always developing. Once logged in, a member can do the following via the Member Lounge tab: My Profile and Change My Address Update their details stored in the SLSNZ database. My Family Update the contact details for their family record. My Patrols See all of their patrols for the season. My Awards See all of the awards they hold. Membership Desk Request transfers and secondary memberships. Roving Patroller Share their record with any other club they plan on patrolling with that season My Courses See any courses they have been booked on to. Membership Desk Looking to move clubs this season? Check out the list of clubs on the Member Portal for contact details or head to the Find a Club page on our website. If you wish to transfer your primary membership from one club to another, head to the Member Lounge then to the Membership Desk (you must be logged in to the Member Portal to access this). Click Request a Transfer and use the search button to look up the club that you wish to join. Click Submit. Your original club and destination club will be sent a notification alerting them to the request. Both must accept the transfer before your records will be changed.

48 Roving Patroller Lifeguards can now become roving patrollers of a club which is not their primary club. This will allow the club you will do some patrols at to see your record and add you to patrols. Open the PAM portal and click the Member Lounge drop down. Select Roving Patroller. Click Add Me as a Roving Patroller to open a new window. Select the club you will patrol at and click Submit. The new club will be able to see your record and add you to a patrol.