Page Comparison

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Instructions

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Set-up

1. Navigate to Admin > Settings > Ability Levels.

2. Primary Ability Level:

   

   1. Ability Level Enabled: Click to enable Ability Levels.

   2. Ability Level Term: Set the term for “Ability Level” within your myClubhouse system.

   3. Member can set own level: If set to “Yes”, members are able to can set their own Ability Level. If set to “No”, only those with the “Edit ability level of other members” Entitlement will be able to set Ability Levels.

   4. Member must set level: If members can set their own Ability Level, choose if it is a mandatory field or notthis will be mandatory.

   5. Member can set level for own horses: Equestrian module only. If set to “Yes”, members are able to can set the Ability Level for their own horses. If set to “No”, only those with the “Edit ability level of other members” Entitlement will be able to set Ability Levels for horses.

   6. Member must set level for own horses: Equestrian module only. If members can set the Ability Level for their Horses, choose if it is a mandatory field or notthis will be mandatory.

   7. Levels:

      

      1. Add Level: Click the green “Add Level” button and complete the wizard:

         

         1. Name: The name of the Ability Level.

         2. Level: The position in the list this Ability Level should come. The bigger the number, the higher the Level.

         3. For Members: Check this if the Ability Level is for members.

         4. For Horses: Equestrian module only. Check this if the Ability Level is for horses. This can be as well as or instead of for members.

         5. Obsolete: Leave this unchecked. You can change this later if the Ability Level is no longer relevant or available.

         6. OK: Once happy with the details, click “OK” to save the Ability Level.

      2. Edit: Click to make changes to an existing Ability Level.

      3. X: Click to delete the relative Ability Level, and then “Yes” to confirm.

      4. Star: Click the star in the “For Member” or “For Horse” column to make that Ability Level the default. The default will be assigned to all who do not already have an ability level and new members/horses.

   8. Repeat step g to create all Ability Levels.

      

3. Secondary Ability Level: You can have a secondary scale of Ability Levels if you want to. The controls are the same as for the Primary Ability Level above. Note: You must have the Primary Ability Level turned on for the Secondary Ability Level to be turned on.

   

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1. Navigate to Information > Member Directory.

2. Add the “Ability Level” column.

3. Locate the member for whom you want to change their the Ability Level.

4. Click the blue “History” button in the Ability Level column.

   

5. Select an ability level.

6. Enter a date that the level was achieved.

7. Click “Add Entry”.

8. Click “Close”.

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