Information about registrants may change. While they can update their info during the registration process, it is handy to be able to update it as an admin if required.

This information is largely gathered during registration. If a field is blank, that may be because the information was not gathered during registration. These fields may remain blank.

When used: To quickly view participant details and make bulk updates to date of birth confirmations and qualification levels

Instructions

Recommended: BULK UPDATES
Update a full class at one time! This makes keeping track of qualifications quick.

• Log into the Cogran Back Office
• Visit the left menu Contact Management, Security and click Contact
• A search form appears
• Enter search criteria, such as a SESSION or INSTRUCTOR/VOLUNTEER NAME, into the search form, then click “Search.”
• A list of contact names populates.
• Toggle to Grid View
• Fields to available to update/view
  • First Name
  • Last Name
  • Shirt Size
  • Short Size
  • Date of Birth
  • Is Date of Birth Confirmed
  • Medical Conditions
  • Date of Last Medical
  • Qualification Level
• DONE!

How to Update a Single Contact

• Log into the Cogran Back Office
• Visit the left menu Contact Management, Security and click Contact
• A search form appears
• Enter a name, into the search form, then click “Search.”
• A contact names populates. Unlike in the household search, each contact is listed separately at this level, even members of the same family.
• In list view, click edit to view a modal
  • First Name
  • Last Name
  • Shirt Size
  • Short Size
  • Date of Birth
  • Is Date of Birth Confirmed
  • Medical Conditions
  • Date of Last Medical
  • Qualification Level
• Choose the level from the dropdown box
• Save