Activity List


 

Add a Prerequisite Activity to a Session

 

Overview 

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 Note

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

Instructions

  1. Navigate to Activities > Activity List
    civicrec_activities_activity-list.jpg
  2. Select Create Session
    activity_list_create_session.jpg
    • Note: Alternatively, click the Add Session button by an existing activity.
      activities_create_new_session.jpg
  3. Navigate to the Advanced tab
    create_session_advanced_tab.jpg
  4. Next to Prerequisite Activities, select Add Item prerequisite_activities_add_item.jpg
    • Note: Pre-Requisites can also be added to Activities by selecting Add Item when you create a new activity prerequisite_activities_add_item_to_activity.jpg
  5. Search for and select Items to add as prerequisites prerequisite_activities_search_and_select_item.jpg
  6. Select Any Account MemberBlock Registration, and/or Allow Expired 
    prerequisite_activities_any_account_member__block_registration__allow_expired_accounts.jpg
    • 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.

  7. Select Save New Session to save session with prerequisites prerequisite_activities_save_new_session.jpg



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