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Transferring a person does not alter the Roles held by the person within other organisations. It is up to those organisations to remove roles as appropriate. For example if a person is a PLAYER at Club A, and wishes to play at Club B, Club B would initiate the transfer. This adds a PLAYER role for the person at Club B. If the person is no longer playing at Club A, Club A should removed the PLAYER role from the person record.
- On the Transfer Person screen, search for the player to transfer by entering their ID or First Name, Middle Name and/or Last Name combination.
- Click Search.
- A list of Person records will display in the list.
- Find the Person record in the list to transfer, and click the Transfer button.
- The Transfer Person screen will display.
- Enter/Select the transfer options.
Transfer this person to: Select the Child organisation radiobutton and select from the dropdown list to select which organisation the Person should be transferred to.
Role: Select the Role from the dropdown list.
Sub Role(s): Select the sub roles for the role selected.
- Click the Transfer button.
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