Review a registration

Members and staff submit registrations from Registering a new animal. The animal stays pending until this review is approved. Open it from To Process, on All or Registrations.

The dialog title is Registration Review, followed by the request reference. Under the title is who submitted it and when.

Review and assign

The first step is Review & assign. Check the animal, parents, images, and documents. A flag on the page calls out a problem in the submission. You can dismiss a flag and continue.

In Registration assignment, set the registration type and the registration number. Both are required. Continue to fees & approval stays unavailable until they are filled in. Leaving them empty shows Registration type and number are required.

The more menu includes Open animal record and View all registrations.

Fees and approval

The second step is Fees & approval. Back returns to the animal.

The fee card shows who is Charged to and the Payment method:

Charge card on file is available when that member has a saved card. A fee charged to a non-member is invoiced. The button is then Approve & Invoice and the amount.

Do not charge for this approval skips the fee. A $0 fee also skips it. The button is then Approve registration.

The note under the fee explains what approving will do, such as adding the amount to the member’s tab.

After approval

Approving registers the animal. The dialog then shows the confirmation. Done closes it.

On that screen:

• Issue Certificate creates the certificate. After it exists, the button is View issued certificate.
• Send confirmation to member emails the owner. It stays unavailable until the owner has an email address. The page then says Add an email address for the owner to send confirmation. After it sends, the button reads Confirmation sent.
• Download registration report opens the report.

Decline the registration

Request Changes and Reject are on the first step. Both use the Reject registration dialog. The registration stays unregistered, and no fee is charged.