Queue new registrations per local center and admit them when there is room
The waitlist puts new registrations into a queue attached to the local center they
signed up for, instead of letting them straight into the platform. Each person
gets a position, a status link they can bookmark, and an email when things change.
Chapter staff work the queue and admit people when there is room.Built for organisations whose local groups have real capacity limits: scout
troops, sports clubs, chapters with a room and a leader-to-member ratio.
Replaces a spreadsheet of names per branch and the emails asking “where am I on
the list?”.
The waitlist is per local center, and it applies to every new self-registration
for a center, not only to overflow. While it is on, someone who registers for a
center is queued whether that center is full or not. Their account status becomes
Waiting list and they cannot sign in until an administrator approves them and
sets their status to Active. Organisation administrators are exempt.
Settings → Modules → Users & Profiles → Registration Waitlist. Only
Orgo administrators can change it.The entry is in the menu whether or not the waitlist is on, and every setting below lives on that page, starting with the switch that enables it.
Setting
What it does
Enable Registration Waitlist
Turns queueing on for new registrations that have a local center.
Allow Self Removal
Intended to let people take themselves off the list. There is no button for it in the interface today, so removals are done by staff from the Waitlist screen.
Notify Admins On New
Emails every chapter HR manager of that center whenever someone joins its queue. Off by default.
Volunteer Trigger Slots
When a volunteer’s waitlist entry is approved, this many places are added in total to the center’s user type capacities, going first to the types furthest below their limit. Leave empty to release nothing.
Below those, Waitlist Priority Settings assigns each user type a priority of
Normal, High or Emergency, which anyone joining the queue picks up.
Saving these requires an organization-wide HR manager, and Reset to Default puts every type back to
Normal.Capacity per local center. Each center’s capacities live in its own
Waitlist Settings (/local/settings/waitlist), reachable with
chapter financial managers: enable the user types the center accepts, give each a Maximum
Capacity, and the page shows the current count and available spots. Capacity is
a planning figure, not a barrier. It drives the “spots available” readouts and the
volunteer slot mechanism; it does not stop people joining the queue.
Nothing about the form changes, including the local center choice. A
registration that does not name a local center is never queued: there is no
queue to join, so it follows your normal registration rules instead.
2
They confirm their email address
This is the moment the entry is created, not the moment they submit the
form. Their account status becomes Waiting list, the entry goes to the
back of that center’s queue, and the confirmation screen shows their
position and estimated processing date.
3
They get the confirmation email
It repeats the position and estimated wait and links to a status page that
needs no login, so it can be bookmarked and shared. For a child registered
by a parent, this and every later waitlist email goes to the parent who owns
the family instead of to the child.
4
Staff approve the entry
The entry moves to Approved, the queue behind them is renumbered, and
the person gets an approval email pointing at the dashboard.
5
You set their account status to Active
Approval does not do this for you. Until you change the status from Waiting
list to Active in the member directory, the person has an approval email in
their inbox and still cannot sign in. This is the single most common
complaint the waitlist generates.
If your organisation has a minimum registration age and a parent registers a child
below it, the entry gets the Underage status rather than Waiting: hidden from
the waitlist screen unless you filter for it, and not offered to the bulk approve,
reject or priority actions, which only act on Waiting entries.
Orgo ships a job that promotes those children when they reach the minimum age,
flipping the entry to Waiting, giving it a position at the back of the queue and
emailing the parent. That job is not currently scheduled, so nothing happens
automatically on the birthday. Until it is, review the Underage filter yourself
and move children into the queue when they become eligible.
The minimum age is stored per organisation but there is no control for it in the
settings interface at the moment. Ask support to set it if you need it.
Priority does not move anyone up the queue. Positions are assigned strictly in
order of joining, per local center, and renumbered when entries leave. What it
changes is the estimated wait shown to the person, calculated at half the normal
estimate for High and 30% of it for Emergency, and the priority filter staff use
to decide who to admit first.Priority comes from the person’s user type and can be changed for selected entries
at any time. One special case: if the person registering a child is an active
volunteer anywhere in the organisation, the child’s entry is created at High
priority regardless of user type.
The table does group entries by priority before position, but not in the order
you would expect: with priorities mixed, Normal entries come first and Emergency
ones last. Use the priority filter to find your urgent cases rather than reading
the top of the list.
Waitlist in the main menu (/waitlist) needs chapter admin rights to open; the bulk
actions themselves check chapter HR rights. What you see is scoped to your permissions:
organization admins see every center, parent-chapter HR managers their anchor center and every
center beneath it at any depth, chapter admins or chapter HR assistants only their own.The bulk actions apply that same scope entry by entry, not once at the door: an
entry in a center you do not cover is skipped rather than processed. You will
not normally see that happen, because the list is already scoped before you can
tick anything.Three filters sit at the top: local center, status (defaults to Waiting) and
priority. Pick a single local center and you also get four tiles, Total
Waiting, Processed Today, Avg Wait Time and High Priority, plus a
capacity bar per user type showing count against capacity and spots left.
Total Waiting and Avg Wait Time are calculated from the queue. Processed Today and
High Priority currently display 0 whatever the data: use the status and priority
filters to count those instead.
The table pages 30 at a time: position, local center, the person with a link to
their profile, priority, status, type (their user type, or Parent, Volunteer or
Parent & Volunteer, with self registered or parent registered underneath) and the
request date with days waited. Tick the entries you want, then use the action bar:
Action
Applies to
What happens
Approve Selected
Waiting entries
Marks them Approved, stamps who approved and when, renumbers the queue, emails each person, and releases volunteer slots if that is configured.
Reject Selected
Waiting entries
Asks for a rejection reason, which is required, stores it and emails it to the person.
Send Notifications
Any selected entry
Sends a position update email with their current place and how many people are ahead. This is the one action that does not filter to Waiting entries.
Change Priority
Waiting entries
Sets Normal, High or Emergency on the selection.
Export CSV
Any selected entry
Downloads position, first and last name, email, phone, local center, priority, status, requested date, waiting days and estimated processing date, built from the rows on screen rather than fetched from the server.
Every action confirms first, and the counts in the confirmation reflect only the
entries the action can actually process.
The toast after Approve Selected reads “undefined entries approved
successfully”. The approvals themselves are fine: reload the list, or filter by
status Approved, to see the real result.
Admitting a group of people end to end:
1
Filter to one local center
The tiles and the per user type capacity bars only appear once a single
center is selected, and they are what tells you how much room you actually
have.
2
Leave the status filter on Waiting
It is the default. Add the priority filter if you triage by priority, and
remember that priority never reorders the queue: positions stay in joining
order, so you are choosing to skip people, not being shown a reordered list.
3
Tick the entries and use Approve Selected
Confirm the dialog. Approved entries are stamped with who approved them and
when, the queue behind them is renumbered, everyone approved is emailed, and
volunteer slots are released if you configured them.
4
Set each person's account status to Active
In the member directory, not here. See
User Statuses.
Every waitlist email links to a public status page at /waitlist/status/<code>.
It needs no login and shows the person’s name, local center, queue position,
status, estimated wait, priority, when they registered, how many people are ahead
and what happens next. Approved and rejected entries show the outcome instead,
with the rejection reason if there is one.Estimated wait is a projection from how quickly that center has been processing
entries, adjusted for priority, with a buffer. Treat it as an indication, not a
promise.
A child below the minimum registration age. Hidden until you filter for it, and skipped by the approve, reject and priority actions, which only act on Waiting entries. It does hold a position number from when it was created, which is why a position update email to an underage entry quotes a place in a queue it is not really in.
Approved
Admitted by staff. The queue behind them is renumbered.
Rejected
Declined with a stored reason that was emailed to them.
Withdrawn
Taken off the list at their own request. Available through the API; there is no button for it in the interface today.
Someone was approved but still cannot log in. What did we miss?
Approval marks the queue entry and emails the person. It does not touch the
account, so their status is still Waiting list, and Waiting list blocks the
sign-in exactly as Suspended does.Change the status to Active in the member directory. If you approve in
batches, make the status change part of the same routine, because nothing in
the interface will remind you and the person’s own view of it is an approval
email followed by a refused login. See
User Statuses.
A person is not in the list at all. Where did they go?
Work through the four filters that hide people, in this order.
Status. It defaults to Waiting, so anyone already approved, rejected
or withdrawn is out of view.
Underage. Children below the minimum registration age are only listed
when you filter for Underage specifically.
Local center. The list is scoped by the center filter and by your own
permissions: chapter admins see only their own center,
parent-chapter HR managers their anchor center and every center beneath it at any
depth, organization admins everything.
Whether they were ever queued. Someone who registered without
choosing a local center is never queued, and neither is anyone with
organisation-wide admin rights. Registrations from before you switched
the waitlist on are not queued retroactively either.
If they are missing from all views, they are a normal member: check the
member directory instead.
We only want the waitlist for one branch. Can we scope it?
Not from the interface. Enable Registration Waitlist is one switch for
the whole organisation, and while it is on every registration that names a
local center is queued, full center or not.A per-center opt-out does exist in the underlying data, but no screen and no
API field writes it, so it is not something you can configure yourself.The practical options are to leave the waitlist off and control intake with
Manual Approval instead, which reviews everyone without queueing them,
or to turn the waitlist on and admit the unconstrained centers’ queues
promptly so the delay for them stays close to zero. Setting a generous
Maximum Capacity for those centers does not help: capacity is a planning
figure that feeds the readouts, not a gate.
The list has gone stale, with people who signed up months ago
Prune it in one pass rather than entry by entry.
Sort by the Requested column so the oldest surface first, and use the
days-waited figure under each date to decide your cut-off.
Select that block and Export CSV if you want a record before you
change anything. The export is built from the rows currently on screen,
so export page by page rather than expecting one file for the whole
queue.
Send Notifications to the same selection. Everyone gets their current
position and how many people are ahead, which is usually enough for the
people who have moved on to reply or ignore it.
Reject Selected for the ones you are closing. The reason is required
and is emailed to them, so write it for the person reading it, not for
your records.
Rejected entries stay in the data with their reason and are visible under
the Rejected status filter, so this is reversible in the sense that you can
see what you did, though the person has to register again.
Why did nobody get the 'new person joined the queue' email?
Notify Admins On New is off by default, so check that first.When it is on, the email goes to a narrower group than most people expect:
active members whose own local center is the center that was joined, and
whose permissions include chapter HR rights directly. An admin who covers that
center through a role, or a tenant-level admin who is not assigned to the
center, is not on the list.The link in that email points at a page that does not exist. Open the queue
from Waitlist in the main menu instead.
Processed Today and High Priority always show 0
They do, whatever the data, because those two tiles are not wired to
anything the statistics endpoint returns. Total Waiting and Avg Wait
Time are real.Use the status filter to count what was processed and the priority filter to
count High entries. The tiles also need chapter HR rights, so a chapter admin
without them sees the table but no tiles at all.
A local center cannot set its own capacities
The Waitlist Settings page under local settings always edits the local
center of the person opening it, so it needs chapter financial manager rights and a local
center on your own account. An administrator with no local center is bounced
straight back with “You need to be assigned to a local center”, and there is
no center picker on that screen: to set capacities for several centers, an
admin in each one has to do it.
How does the waitlist differ from the Unapproved status?
The waitlist queues people per local center with a visible position, an
estimated wait, a public status page and its own emails. Manual Approval
parks new registrations as Unapproved for review, with no ordering and no
capacity view.Use the waitlist when place scarcity is the problem, Manual Approval when
vetting is.You can have both on. Queueing wins: a registration that names a local
center goes to Waiting list and Manual Approval never sees it, so it is you
setting the status to Active after approval that admits them. Manual
Approval still governs registrations with no local center, which the
waitlist never touches.
Permissions - chapter admin, chapter HR and the parent-chapter levels
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Each person\ngets a position, a status link they can bookmark, and an email when things change.\nChapter staff work the queue and admit people when there is room.`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Built for`}),` organisations whose local groups have real capacity limits: scout\ntroops, sports clubs, chapters with a room and a leader-to-member ratio.\n`,_jsx(_components.strong,{children:`Replaces`}),` a spreadsheet of names per branch and the emails asking “where am I on\nthe list?”.`]}),`\n`,_jsx(Warning,{children:_jsxs(_components.p,{children:[`The waitlist is per local center, and it applies to every new self-registration\nfor a center, not only to overflow. While it is on, someone who registers for a\ncenter is queued whether that center is full or not. Their account status becomes\n`,_jsx(_components.strong,{children:`Waiting list`}),` and they cannot sign in until an administrator approves them and\nsets their status to Active. Organisation administrators are exempt.`]})}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`turning-it-on`,children:`Turning it on`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Settings`}),` → `,_jsx(_components.strong,{children:`Modules`}),` → `,_jsx(_components.strong,{children:`Users \u0026 Profiles`}),` → `,_jsx(_components.strong,{children:`Registration Waitlist`}),`. Only\nOrgo administrators can change it.`]}),`\n`,_jsx(_components.p,{children:`The entry is in the menu whether or not the waitlist is on, and every setting below lives on that page, starting with the switch that enables it.`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=c9b16fb8f0eabc2416d0d3a446fa3e57`,alt:`Registration Waitlist settings with the enable switch, Allow Self Removal, Notify Admins On New, Volunteer Trigger Slots and per user type priority levels`,style:{width:`100%`,borderRadius:`8px`,border:`1px solid var(--border-color)`,marginBottom:`1rem`},\"data-og-width\":`3840`,width:`3840`,\"data-og-height\":`4400`,height:`4400`,\"data-path\":`images/platform/users/waitlist-settings.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=280\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=97692138873bcb41f06e4debe15925ea 280w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=560\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=3f7826cd0060975c1c9b10eb9552345d 560w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=840\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=1074fca87ddd001bc14a8f1f7e08472b 840w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=1100\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=6e04944449e844c499ef93356d8ab0eb 1100w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=1650\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=e522362cf26a5e8aefa085747e35199d 1650w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-settings.png?w=2500\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=9db2a71b2f07cd1158a72916cfd0cdcc 2500w`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`What it does`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Enable Registration Waitlist`})}),_jsx(_components.td,{children:`Turns queueing on for new registrations that have a local center.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Allow Self Removal`})}),_jsx(_components.td,{children:`Intended to let people take themselves off the list. There is no button for it in the interface today, so removals are done by staff from the Waitlist screen.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Notify Admins On New`})}),_jsx(_components.td,{children:`Emails every chapter HR manager of that center whenever someone joins its queue. Off by default.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Volunteer Trigger Slots`})}),_jsx(_components.td,{children:`When a volunteer’s waitlist entry is approved, this many places are added in total to the center’s user type capacities, going first to the types furthest below their limit. Leave empty to release nothing.`})]})]})]}),`\n`,_jsxs(_components.p,{children:[`Below those, `,_jsx(_components.strong,{children:`Waitlist Priority Settings`}),` assigns each user type a priority of\n`,_jsx(_components.strong,{children:`Normal`}),`, `,_jsx(_components.strong,{children:`High`}),` or `,_jsx(_components.strong,{children:`Emergency`}),`, which anyone joining the queue picks up.\nSaving these requires an organization-wide HR manager, and `,_jsx(_components.strong,{children:`Reset to Default`}),` puts every type back to\nNormal.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Capacity per local center.`}),` Each center’s capacities live in its own\n`,_jsx(_components.strong,{children:`Waitlist Settings`}),` (`,_jsx(_components.code,{children:`/local/settings/waitlist`}),`), reachable with\nchapter financial managers: enable the user types the center accepts, give each a `,_jsx(_components.strong,{children:`Maximum\nCapacity`}),`, and the page shows the current count and available spots. Capacity is\na planning figure, not a barrier. It drives the “spots available” readouts and the\nvolunteer slot mechanism; it does not stop people joining the queue.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`what-a-new-registration-experiences`,children:`What a new registration experiences`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`They register as usual`,children:_jsx(_components.p,{children:`Nothing about the form changes, including the local center choice. A\nregistration that does not name a local center is never queued: there is no\nqueue to join, so it follows your normal registration rules instead.`})}),_jsx(Step,{title:`They confirm their email address`,children:_jsxs(_components.p,{children:[`This is the moment the entry is created, not the moment they submit the\nform. Their account status becomes `,_jsx(_components.strong,{children:`Waiting list`}),`, the entry goes to the\nback of that center’s queue, and the confirmation screen shows their\nposition and estimated processing date.`]})}),_jsx(Step,{title:`They get the confirmation email`,children:_jsx(_components.p,{children:`It repeats the position and estimated wait and links to a status page that\nneeds no login, so it can be bookmarked and shared. For a child registered\nby a parent, this and every later waitlist email goes to the parent who owns\nthe family instead of to the child.`})}),_jsx(Step,{title:`Staff approve the entry`,children:_jsxs(_components.p,{children:[`The entry moves to `,_jsx(_components.strong,{children:`Approved`}),`, the queue behind them is renumbered, and\nthe person gets an approval email pointing at the dashboard.`]})}),_jsx(Step,{title:`You set their account status to Active`,children:_jsx(_components.p,{children:`Approval does not do this for you. Until you change the status from Waiting\nlist to Active in the member directory, the person has an approval email in\ntheir inbox and still cannot sign in. This is the single most common\ncomplaint the waitlist generates.`})})]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`children-and-the-minimum-age`,children:`Children and the minimum age`}),`\n`,_jsxs(_components.p,{children:[`If your organisation has a minimum registration age and a parent registers a child\nbelow it, the entry gets the `,_jsx(_components.strong,{children:`Underage`}),` status rather than Waiting: hidden from\nthe waitlist screen unless you filter for it, and not offered to the bulk approve,\nreject or priority actions, which only act on Waiting entries.`]}),`\n`,_jsx(Warning,{children:_jsxs(_components.p,{children:[`Orgo ships a job that promotes those children when they reach the minimum age,\nflipping the entry to Waiting, giving it a position at the back of the queue and\nemailing the parent. `,_jsx(_components.strong,{children:`That job is not currently scheduled`}),`, so nothing happens\nautomatically on the birthday. Until it is, review the Underage filter yourself\nand move children into the queue when they become eligible.`]})}),`\n`,_jsx(Note,{children:_jsx(_components.p,{children:`The minimum age is stored per organisation but there is no control for it in the\nsettings interface at the moment. Ask support to set it if you need it.`})}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`what-priority-actually-does`,children:`What priority actually does`}),`\n`,_jsxs(_components.p,{children:[`Priority does `,_jsx(_components.strong,{children:`not`}),` move anyone up the queue. Positions are assigned strictly in\norder of joining, per local center, and renumbered when entries leave. What it\nchanges is the estimated wait shown to the person, calculated at half the normal\nestimate for High and 30% of it for Emergency, and the priority filter staff use\nto decide who to admit first.`]}),`\n`,_jsx(_components.p,{children:`Priority comes from the person’s user type and can be changed for selected entries\nat any time. One special case: if the person registering a child is an active\nvolunteer anywhere in the organisation, the child’s entry is created at High\npriority regardless of user type.`}),`\n`,_jsx(Note,{children:_jsx(_components.p,{children:`The table does group entries by priority before position, but not in the order\nyou would expect: with priorities mixed, Normal entries come first and Emergency\nones last. Use the priority filter to find your urgent cases rather than reading\nthe top of the list.`})}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`working-the-queue`,children:`Working the queue`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Waitlist`}),` in the main menu (`,_jsx(_components.code,{children:`/waitlist`}),`) needs chapter admin rights to open; the bulk\nactions themselves check chapter HR rights. What you see is scoped to your permissions:\norganization admins see every center, parent-chapter HR managers their anchor center and every\ncenter beneath it at any depth, chapter admins or chapter HR assistants only their own.`]}),`\n`,_jsx(_components.p,{children:`The bulk actions apply that same scope entry by entry, not once at the door: an\nentry in a center you do not cover is skipped rather than processed. You will\nnot normally see that happen, because the list is already scoped before you can\ntick anything.`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=23fb7812f5d6ee1995505d3b48e5bdbb`,alt:`Waitlist screen with local center, status and priority filters, bulk action bar, and a table of entries showing position, local center, user, priority, status, type and requested date`,style:{width:`100%`,borderRadius:`8px`,border:`1px solid var(--border-color)`,marginBottom:`1rem`},\"data-og-width\":`3840`,width:`3840`,\"data-og-height\":`2160`,height:`2160`,\"data-path\":`images/platform/users/waitlist-management.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=280\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=08d9d507696b0738146a99c5726240b3 280w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=560\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=e500c5e1ed44305a8b133f97f12b0af8 560w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=840\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=25c780e70a253bce14bf1d9234b6ec88 840w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=1100\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=156a60d38568bd0fd7376f16ab294731 1100w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=1650\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=e960c7229214f3d1d0348df17cf675a1 1650w, https://mintcdn.com/orgo-dc7abe63/EVmonSjboo2wUzXu/images/platform/users/waitlist-management.png?w=2500\u0026fit=max\u0026auto=format\u0026n=EVmonSjboo2wUzXu\u0026q=85\u0026s=cdcf5d2d842d02d207f93cc126831d99 2500w`}),`\n`,_jsxs(_components.p,{children:[`Three filters sit at the top: local center, status (defaults to `,_jsx(_components.strong,{children:`Waiting`}),`) and\npriority. Pick a single local center and you also get four tiles, `,_jsx(_components.strong,{children:`Total\nWaiting`}),`, `,_jsx(_components.strong,{children:`Processed Today`}),`, `,_jsx(_components.strong,{children:`Avg Wait Time`}),` and `,_jsx(_components.strong,{children:`High Priority`}),`, plus a\ncapacity bar per user type showing count against capacity and spots left.`]}),`\n`,_jsx(Note,{children:_jsx(_components.p,{children:`Total Waiting and Avg Wait Time are calculated from the queue. Processed Today and\nHigh Priority currently display 0 whatever the data: use the status and priority\nfilters to count those instead.`})}),`\n`,_jsx(_components.p,{children:`The table pages 30 at a time: position, local center, the person with a link to\ntheir profile, priority, status, type (their user type, or Parent, Volunteer or\nParent \u0026 Volunteer, with self registered or parent registered underneath) and the\nrequest date with days waited. Tick the entries you want, then use the action bar:`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Action`}),_jsx(_components.th,{children:`Applies to`}),_jsx(_components.th,{children:`What happens`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Approve Selected`})}),_jsx(_components.td,{children:`Waiting entries`}),_jsx(_components.td,{children:`Marks them Approved, stamps who approved and when, renumbers the queue, emails each person, and releases volunteer slots if that is configured.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Reject Selected`})}),_jsx(_components.td,{children:`Waiting entries`}),_jsx(_components.td,{children:`Asks for a rejection reason, which is required, stores it and emails it to the person.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Send Notifications`})}),_jsx(_components.td,{children:`Any selected entry`}),_jsx(_components.td,{children:`Sends a position update email with their current place and how many people are ahead. This is the one action that does not filter to Waiting entries.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Change Priority`})}),_jsx(_components.td,{children:`Waiting entries`}),_jsx(_components.td,{children:`Sets Normal, High or Emergency on the selection.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Export CSV`})}),_jsx(_components.td,{children:`Any selected entry`}),_jsx(_components.td,{children:`Downloads position, first and last name, email, phone, local center, priority, status, requested date, waiting days and estimated processing date, built from the rows on screen rather than fetched from the server.`})]})]})]}),`\n`,_jsx(_components.p,{children:`Every action confirms first, and the counts in the confirmation reflect only the\nentries the action can actually process.`}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[`The toast after `,_jsx(_components.strong,{children:`Approve Selected`}),` reads “undefined entries approved\nsuccessfully”. The approvals themselves are fine: reload the list, or filter by\nstatus Approved, to see the real result.`]})}),`\n`,_jsx(_components.p,{children:`Admitting a group of people end to end:`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Filter to one local center`,children:_jsx(_components.p,{children:`The tiles and the per user type capacity bars only appear once a single\ncenter is selected, and they are what tells you how much room you actually\nhave.`})}),_jsx(Step,{title:`Leave the status filter on Waiting`,children:_jsx(_components.p,{children:`It is the default. Add the priority filter if you triage by priority, and\nremember that priority never reorders the queue: positions stay in joining\norder, so you are choosing to skip people, not being shown a reordered list.`})}),_jsx(Step,{title:`Tick the entries and use Approve Selected`,children:_jsx(_components.p,{children:`Confirm the dialog. Approved entries are stamped with who approved them and\nwhen, the queue behind them is renumbered, everyone approved is emailed, and\nvolunteer slots are released if you configured them.`})}),_jsx(Step,{title:`Set each person's account status to Active`,children:_jsxs(_components.p,{children:[`In the member directory, not here. See\n`,_jsx(_components.a,{href:`/platform/users/statuses`,children:`User Statuses`}),`.`]})})]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`the-status-page`,children:`The status page`}),`\n`,_jsxs(_components.p,{children:[`Every waitlist email links to a public status page at `,_jsx(_components.code,{children:`/waitlist/status/\u003ccode>`}),`.\nIt needs no login and shows the person’s name, local center, queue position,\nstatus, estimated wait, priority, when they registered, how many people are ahead\nand what happens next. Approved and rejected entries show the outcome instead,\nwith the rejection reason if there is one.`]}),`\n`,_jsx(_components.p,{children:`Estimated wait is a projection from how quickly that center has been processing\nentries, adjusted for priority, with a buffer. Treat it as an indication, not a\npromise.`}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`entry-statuses`,children:`Entry statuses`}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Status`}),_jsx(_components.th,{children:`Meaning`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Waiting`})}),_jsx(_components.td,{children:`In the queue with a position.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Underage`})}),_jsx(_components.td,{children:`A child below the minimum registration age. Hidden until you filter for it, and skipped by the approve, reject and priority actions, which only act on Waiting entries. It does hold a position number from when it was created, which is why a position update email to an underage entry quotes a place in a queue it is not really in.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Approved`})}),_jsx(_components.td,{children:`Admitted by staff. The queue behind them is renumbered.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Rejected`})}),_jsx(_components.td,{children:`Declined with a stored reason that was emailed to them.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Withdrawn`})}),_jsx(_components.td,{children:`Taken off the list at their own request. Available through the API; there is no button for it in the interface today.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Expired`})}),_jsx(_components.td,{children:`Reserved status. Nothing sets it automatically.`})]})]})]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`common-scenarios`,children:`Common scenarios`}),`\n`,_jsxs(AccordionGroup,{children:[_jsxs(Accordion,{title:`Someone was approved but still cannot log in. What did we miss?`,id:`someone-was-approved-but-still-cannot-log-in-what-did-we-miss`,children:[_jsx(_components.p,{children:`Approval marks the queue entry and emails the person. It does not touch the\naccount, so their status is still Waiting list, and Waiting list blocks the\nsign-in exactly as Suspended does.`}),_jsxs(_components.p,{children:[`Change the status to Active in the member directory. If you approve in\nbatches, make the status change part of the same routine, because nothing in\nthe interface will remind you and the person’s own view of it is an approval\nemail followed by a refused login. See\n`,_jsx(_components.a,{href:`/platform/users/statuses`,children:`User Statuses`}),`.`]})]}),_jsxs(Accordion,{title:`A person is not in the list at all. Where did they go?`,id:`a-person-is-not-in-the-list-at-all-where-did-they-go`,children:[_jsx(_components.p,{children:`Work through the four filters that hide people, in this order.`}),_jsxs(_components.ol,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Status.`}),` It defaults to Waiting, so anyone already approved, rejected\nor withdrawn is out of view.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Underage.`}),` Children below the minimum registration age are only listed\nwhen you filter for Underage specifically.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Local center.`}),` The list is scoped by the center filter and by your own\npermissions: chapter admins see only their own center,\nparent-chapter HR managers their anchor center and every center beneath it at any\ndepth, organization admins everything.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Whether they were ever queued.`}),` Someone who registered without\nchoosing a local center is never queued, and neither is anyone with\norganisation-wide admin rights. Registrations from before you switched\nthe waitlist on are not queued retroactively either.`]}),`\n`]}),_jsx(_components.p,{children:`If they are missing from all views, they are a normal member: check the\nmember directory instead.`})]}),_jsxs(Accordion,{title:`We only want the waitlist for one branch. Can we scope it?`,id:`we-only-want-the-waitlist-for-one-branch-can-we-scope-it`,children:[_jsxs(_components.p,{children:[`Not from the interface. `,_jsx(_components.strong,{children:`Enable Registration Waitlist`}),` is one switch for\nthe whole organisation, and while it is on every registration that names a\nlocal center is queued, full center or not.`]}),_jsx(_components.p,{children:`A per-center opt-out does exist in the underlying data, but no screen and no\nAPI field writes it, so it is not something you can configure yourself.`}),_jsxs(_components.p,{children:[`The practical options are to leave the waitlist off and control intake with\n`,_jsx(_components.strong,{children:`Manual Approval`}),` instead, which reviews everyone without queueing them,\nor to turn the waitlist on and admit the unconstrained centers’ queues\npromptly so the delay for them stays close to zero. Setting a generous\n`,_jsx(_components.strong,{children:`Maximum Capacity`}),` for those centers does not help: capacity is a planning\nfigure that feeds the readouts, not a gate.`]})]}),_jsxs(Accordion,{title:`The list has gone stale, with people who signed up months ago`,id:`the-list-has-gone-stale-with-people-who-signed-up-months-ago`,children:[_jsx(_components.p,{children:`Prune it in one pass rather than entry by entry.`}),_jsxs(_components.ol,{children:[`\n`,_jsx(_components.li,{children:`Sort by the Requested column so the oldest surface first, and use the\ndays-waited figure under each date to decide your cut-off.`}),`\n`,_jsxs(_components.li,{children:[`Select that block and `,_jsx(_components.strong,{children:`Export CSV`}),` if you want a record before you\nchange anything. The export is built from the rows currently on screen,\nso export page by page rather than expecting one file for the whole\nqueue.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Send Notifications`}),` to the same selection. Everyone gets their current\nposition and how many people are ahead, which is usually enough for the\npeople who have moved on to reply or ignore it.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Reject Selected`}),` for the ones you are closing. The reason is required\nand is emailed to them, so write it for the person reading it, not for\nyour records.`]}),`\n`]}),_jsx(_components.p,{children:`Rejected entries stay in the data with their reason and are visible under\nthe Rejected status filter, so this is reversible in the sense that you can\nsee what you did, though the person has to register again.`})]}),_jsxs(Accordion,{title:`Why did nobody get the 'new person joined the queue' email?`,id:`why-did-nobody-get-the-new-person-joined-the-queue-email`,children:[_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Notify Admins On New`}),` is off by default, so check that first.`]}),_jsx(_components.p,{children:`When it is on, the email goes to a narrower group than most people expect:\nactive members whose own local center is the center that was joined, and\nwhose permissions include chapter HR rights directly. An admin who covers that\ncenter through a role, or a tenant-level admin who is not assigned to the\ncenter, is not on the list.`}),_jsxs(_components.p,{children:[`The link in that email points at a page that does not exist. Open the queue\nfrom `,_jsx(_components.strong,{children:`Waitlist`}),` in the main menu instead.`]})]}),_jsxs(Accordion,{title:`Processed Today and High Priority always show 0`,id:`processed-today-and-high-priority-always-show-0`,children:[_jsxs(_components.p,{children:[`They do, whatever the data, because those two tiles are not wired to\nanything the statistics endpoint returns. `,_jsx(_components.strong,{children:`Total Waiting`}),` and `,_jsx(_components.strong,{children:`Avg Wait\nTime`}),` are real.`]}),_jsx(_components.p,{children:`Use the status filter to count what was processed and the priority filter to\ncount High entries. The tiles also need chapter HR rights, so a chapter admin\nwithout them sees the table but no tiles at all.`})]}),_jsx(Accordion,{title:`A local center cannot set its own capacities`,id:`a-local-center-cannot-set-its-own-capacities`,children:_jsxs(_components.p,{children:[`The `,_jsx(_components.strong,{children:`Waitlist Settings`}),` page under local settings always edits the local\ncenter of the person opening it, so it needs chapter financial manager rights and a local\ncenter on your own account. An administrator with no local center is bounced\nstraight back with “You need to be assigned to a local center”, and there is\nno center picker on that screen: to set capacities for several centers, an\nadmin in each one has to do it.`]})}),_jsxs(Accordion,{title:`How does the waitlist differ from the Unapproved status?`,id:`how-does-the-waitlist-differ-from-the-unapproved-status`,children:[_jsx(_components.p,{children:`The waitlist queues people per local center with a visible position, an\nestimated wait, a public status page and its own emails. Manual Approval\nparks new registrations as Unapproved for review, with no ordering and no\ncapacity view.`}),_jsx(_components.p,{children:`Use the waitlist when place scarcity is the problem, Manual Approval when\nvetting is.`}),_jsx(_components.p,{children:`You can have both on. Queueing wins: a registration that names a local\ncenter goes to Waiting list and Manual Approval never sees it, so it is you\nsetting the status to Active after approval that admits them. Manual\nApproval still governs registrations with no local center, which the\nwaitlist never touches.`})]})]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`related`,children:`Related`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.a,{href:`/platform/users/statuses`,children:`User Statuses`}),` - Waiting list and the statuses around it`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.a,{href:`/platform/users/registration-form`,children:`Registration Form`}),` - the signup that feeds the queue`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.a,{href:`/platform/groups/local-groups`,children:`Local Groups`}),` - the local centers the queue is attached to`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.a,{href:`/platform/users/family-members`,children:`Family Members`}),` - parents registering children`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.a,{href:`/platform/permissions`,children:`Permissions`}),` - chapter admin, chapter HR and the parent-chapter levels`]}),`\n`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Waitlist","description":"Queue new registrations per local center and admit them when there is room","og:title":"Waitlist | Orgo","og:description":"Queue new registrations per local center and admit them when there is room","twitter:title":"Waitlist | Orgo","twitter:description":"Queue new registrations per 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