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Author Topic: Membership Status rules  (Read 2041 times)

Upperholme

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Membership Status rules
April 23, 2010, 09:37:10 am
I'd like to set new membership sign-ups to have a status 'Pending' until the administrator can approve them. I see there is a Pending status already in place by default, but I can't see the details of that rule because I can't edit it, so I don't know what it is for or whether it might be relevant to my use case. Can't spot anything in the documentation on this status either.

Anyone cast any light on it?

Also, anyone know what the difference is between 'join date' and 'start date'?

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« Last Edit: April 23, 2010, 09:40:26 am by Upperholme »
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Eileen

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Re: Membership Status rules
April 23, 2010, 02:34:45 pm
Pending refers to awaiting payment.

There are a few people I know of trying to work around the fact there is no 'awaiting approval' status - probably a field for it would be better because both unpaid and paid memberships can be awaiting approval.

We might be able to get a client to pitch in a few dollars towards a patch on this if other people can? It would need to tie in with the drupal members sync module to be useful though
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Upperholme

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Re: Membership Status rules
April 23, 2010, 02:44:35 pm
Thanks for the information on the default 'Pending' status. Always nice to know what things do. Something in the documentation on this would be really helpful.

I would be happy to chip in to get something sorted to support the whole concept of membership being applied for and subject to approval as opposed to simply being available to anyone willing to pay the fee.
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Eileen

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Re: Membership Status rules
April 23, 2010, 05:13:46 pm
Lobo, do you have an estimate on what might be involved to do this. Without diving into the code  I'm not sure but I'm guessing that what's required

1) add an extra (boolean) field to civicrm_membership_type for 'approval_required'
2) add an extra (boolean) field to civicrm_membership for 'approved'
3) modify the code that defines whether a membership is 'current' to say that if approval_required applies to the membership type and !approved then the membership is not current - what does the definition of current affect - other than the drupal role sync?
4) add a approval required field to the membership type configuration form
5) add a 'approved' checkbox to the 'edit membership form
6) add 'approved' checkbox to advanced search
7) extra - add a batch action of 'approve' to the find membership results

Any comments? I think #3 in particular is where I am uncertain
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Re: Membership Status rules
April 23, 2010, 08:13:35 pm
One extra wee bit we have picked up elsewhere is the rule in regards to whether Memberships have a 'renew' option on the Membership dashboard in case tht is something that needs picking up here too, ie 'awaiting for approval' should not display 'renew'.
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Upperholme

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Re: Membership Status rules
April 23, 2010, 11:46:06 pm
Quote from: peterd on April 23, 2010, 08:13:35 pm
One extra wee bit we have picked up elsewhere is the rule in regards to whether Memberships have a 'renew' option on the Membership dashboard in case tht is something that needs picking up here too, ie 'awaiting for approval' should not display 'renew'.

I'm not 100% sure what this refers to, but in my particular use case a membership would only need to be reviewed/approved once, i.e. at the point where the new membership application is received. It would very likely not need to be reviewed at the point of renewal (although I could see other use cases where that would be happening).
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Eileen

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Re: Membership Status rules
April 24, 2010, 12:24:18 am
Peter is referring to the user dashboard & suggesting that if status is 'current' but they have not been approved & need to be they should not have the option to renew. I'm imagining the approval would be attached to the membership record so that if someone is approved for a given membership they could renew that membership & the approval would still be set
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Donald Lobo

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Re: Membership Status rules
April 24, 2010, 07:06:19 pm

Eileen:

in think your plan sounds good, however i suspect i would check out how civievent handles approvals (via event status) and i suspect generalizing the code to have another status which is pending approval might be a bit more inline with the rest of the codebase

lobo
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Eileen

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Re: Membership Status rules
April 24, 2010, 10:59:30 pm
hmm - does

so, I suppose
 'pending from waitlist means' - unpaid awaiting approval

and

 'pending waiting approval' means 'paid awaiting approval????

http://sandbox.civicrm.org/civicrm/admin/participant_status&reset=1

and then you would attach the approval requirement to the contribution page not the membership type? and simply skip those statuses on renewal?

OK - I suppose.
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Eileen

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Re: Membership Status rules
April 25, 2010, 05:48:19 pm
Just a note to say after some thought I'm pretty sure the determination of whether a membership requires approval or not should be assigned to the membership type (not the contribution page). We are already having a bunch of problems with contribution pages not being assigned for back-office registrations (which means that renewal links don't work and the receipts are 'wrong' because they don't include the profile fields (e.g. name, address etc) that were on the on-line registrations.
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Donald Lobo

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Re: Membership Status rules
April 25, 2010, 05:57:48 pm

based on workflow rules and various details, i would suspect this is a 50-75 hour project at least. Also depends on the specific details and could be higher than that if it does not fit nicely with the current model

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Membership Status rules

This forum was archived on 2017-11-26.