This video will show how to create or define requirements for your League. (Duration 1:23)  

Take note, there are two additional Requirement Types not included in this video: Hours and Registrations. Please review the article below for more info. 

 


This article will walk you through how to create a requirement definition that can be assigned to members in your league.


If you are setting up Requirements for the first time, please contact AJLI before adding new requirements by emailing: MemberEssentials@ajli.org, so that we may assist you. Also, if you would like to rename Requirements to another word such as Obligations or Commitments, please let us know and we will update it.


Required access:

You will need the Requirements Administrator or Administrator access level.


How to get there:

  • Go to Admin > Member Management
  • Find the Requirements Manger (the name might be different depending on what your League calls your Requirements. You might find something else like Obligations Manager or Commitments Manager)


Steps to be taken:

  1. At the bottom of the page, click on the add or plus button to add a new requirement.
  2. Enter a Name for your Requirement
  3. Choose the Requirement Type. Here are the different types:
    • Activities - this is used for adhoc requirements that can't be fulfilled by the system. For example, if members have to bring clothes to a clothes drive, and an admin needs to manually assign the requirement, and manually mark the requirement as completed.
    • Forms - this is used if the member needs to complete a form to receive credit. This will pull from forms created in Admin > Member Management > Form Builder 2.0
      • If you select Forms, another dropdown will appear for you to define which form they need to complete to fulfill the commitment.
    • Hours - this is used if a member has to complete a certain number of member hours. For example, if they have to work 5 hours at the thrift store run by the league.
      • If you select Hours, another dropdown will appear for you to define which Hours Type they need to complete to fulfill the commitment. The options are: Administrative, Community Impact, Fundraising, Learning and Development, Volunteering. 
      • Also, take note, Show in Registration Tool should be set to No. There is no need to display the Hours requirement for a calendar to avoid double credits. 
    • Parent - Parents are folders or categories that nest child requirements. This is used in the case where the member has multiple possible choices for a category. For example, the category may be “Community Involvement” and the options could be “Done in a Day Shift” and “A Christmas Affair Shift” and “Coats for Kids Shift”. To create child requirements, see How to Create A Child Requirement
    • Placement Signup - This is automatically fulfilled when a member is placed into a placement (assigned by an

      Admin to a placement) or signs up when the member has selected their choices for a placement via Placement Matching. If they already have a placement, the requirement will automatically be fulfilled.

    • Purchase - This is a requirement that is tied to a Simple Store page, Registration Tool, Registration or Dues Add-On when configured. The Purchase Type can either be a Total Dollar Amount or Quantity. See How to Create a Purchase Requirement
    • Registrations - this is used if they have to attend a certain number of events. For example, if they have to attend 5 General Membership Meetings during the year. This can be linked to events in the Registration Tool. 

  4. If you want to link a child requirement to a parent, you can select the requirement under Parent Requirement.
  5. Credit Multiplier is worth X number of credits towards the requirement. This is often used for Leagues who use the Points system. (ex) if you set 3 here, this requirement will credit 3 points.
  6. Choose the First Period Span for this requirement. This is the first year it will be available to use.
  7. If applicable, choose a Last Period Span for when the requirement should no longer be available. When creating a new requirement span, you can leave this blank.
  8. Add a Requirement Description, which will appear to the Member.
  9. You can also add an Action Link. This is where an Admin will have the ability to add a URL such as the Simple Store page related to completing the requirement. 
  10. The Action Link Label lets you choose how to display the link above (ex) Sign Up, Pay, Complete Form, etc.
  11. There is also an option to set a Due Date. Fill in the Due Date Month and Due Date Year for when the requirement is due.

  12. Save
     


Removing Requirements

Take note, there isn't a way to delete requirements, but you can make it unavailable to assign by setting the Last Period Span to a previous League year.