List of all students who are deemed eligible for an upgrade (not on the maximum program). Students can be removed from this list when the option “upgrade presented” has been selected from the student’s file. This report is useful in helping ensure all students have been given the option to upgrade to the maximum program at your school.
Upgrading a Student
Conducting an upgrade for a student who has decided to continue on in your program is quick and easy to do.
1. Search for the student that you wish to upgrade.
2. In the "Contract" section, select "Details" of the contract that you wish to upgrade (likely the most recent contract).
3. On the bottom left corner of your screen, select "Upgrade".
Follow the registration process.
1. Confirm demographic information (name, address, date of birth, phone number, uniform/belt size). At this time, you can remove any students who will not be continuing as a student and only renew the students who will be continuing in your program.
2. Select the membership type and starting rank for all new members (rank should default to student's current rank).
3. Confirm financial information.
4. When all information is correct, select "Contract Sold" at the bottom right corner of your screen.