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Must know
  • Admins are alerted. When a paid purchase is missing a family requirement, staff with the Admin role get an alert that links to the family’s page.
  • The badge shows where participation stands. Each case on the Missing requirements card reads Participation pending or Participation continues.
  • Exceptions are gated. Check again re-tests the requirement. Approve exception needs the Resolve Family Requirements permission and a reason of at least 10 characters.
  • An exception covers only the family requirement. Other approval, medical and consent requirements still apply.
What it means. A family requirement is something the family holds that a purchase depends on, such as a membership, a pass, or an earlier purchase like a program enrollment. When a paid purchase is missing one, Uplifter opens a case on the family. Billing continues until staff resolve it or cancel the purchase. Where to find it. Admins get a high-priority bell alert, A family purchase needs requirements resolved (or An active family registration needs review when the registration was already active), with an Open the family link. You can also open the family from Athletes > Families, where the Requirements column counts open cases. Reading a case. The Missing requirements card names the athlete (or Family purchase), the item, when the case opened and the reason, plus Reserved places, Purchase amount and Billing. Who can approve. Approve exception appears only for staff with Resolve Family Requirements (the Admin role includes it), and only once a place is reserved. Staff without it can still use Check again.
1

Check again

Click Check again once the family meets the requirement, or after you add capacity or free a spot. If it now passes, the case closes. Guardians can use it from their Family page too.
2

Review purchase

Click Review purchase to open the invoice. Only staff with View Financials see it.
3

Approve exception

If the family can’t meet it, click Approve exception. Enter at least 10 characters in Reason for this exception, then click Approve exception (or Keep pending to back out). The reason is kept for the audit history, and the case closes.
Related: What can I see in the Families directory and on a family’s page? · How do I restrict a program by level, gender, membership, or achievement? · Who can view and manage athletes and families?