This article will show you how to add a Prerequisite Activity to a new session. This may be useful if you want participants to pay an Annual Fee and/or Annual Insurance, or to force a participant to complete a prior activity in a step-based activity progression. Unless a user has registered (either currently or in the past) for the prerequisite activities, they will be blocked from enrolling in this new session. Users must meet all prerequisite requirements before they will be able to register.

Important Notes

• The prerequisite activity must already exist in CivicRec.
• Existing Memberships that are imported into CivicRec during implementation via the Membership Import cannot be used as valid prerequisites.

Instructions

1. Navigate to Activities > Activity List
   
2. Select Create Session
   
   
   • Note: Alternatively, click the Add Session button by an existing activity.
     
3. Select an Activity from the drop-down
   
4. Navigate to the Advanced tab
   
5. Next to Prerequisite Activities, select Add Item
   
   • Note: Pre-Requisites can also be added to Activities by selecting Add Item when you create a new activity.
     
6. Search for and select items to add as prerequisites
   
7. Configure Prerequisite options
   
   • Any Account Member: This will allow any individual account member within the entire account to register for an Activity as long as one account is registered for the prerequisite
   • Block Registration: This will block registration for the attempted Activity if the prerequisites are not met. If this box is not checked, the Prerequisite Activity will automatically be added to the cart
   • Allow Expired: This will allow an expired prerequisite to be used during registration (for example, if an Annual Membership expired on February 1st but registration occurs on February 5th, the Annual Membership will still be recognized as meeting the prerequisite)
8. Select Save New Session to save the session with prerequisites