MEMBERSHIP --- MEMBERSHIP TYPE --- MEMBERSHIP REQUIREMENT
Name - The name of the requirement.
Description - A description of the requirement.
Member Type - Member type the requirement is linked to.
Mode - The mode is the key field. There are 5 available modes:
Manual - Manual requirements must be manually marked as completed by a staff user. These are good for items like identity verification where the potential member is going to be required to come to your office to show valid ID before approval.
Query - Queried requirements allow you to query the system for other conditions to be met. For example, you could check to make sure that they've completed a specific course before approving their application.
Order Paid - This requirement will be completed when the order tied to the membership application is fulfilled/paid.
Command Text - This is an advanced requirement that allows you to enter T-SQL statements to define the condition(s) that must be met when the standard query requirement is not sufficient. These requirements should either be setup by Cobalt or a technical staff person with advanced knowledge of T-SQL statements.
Audit - This requirement mode specifies a staff member will need to manually verify the information for the requirement to be fulfilled.