Transferring Patrons from the Waitlist to the Registration List

To transfer patrons from the waitlist to the registration list, you must be assigned permission 770 (Registration management). See Permissions Used by Sierra for more information.

When seats on the registration list for a section become vacant, you can transfer a patron from the waitlist to the registration list. To set up Program Registration to do this automatically, see Setting Up Automatic Transfer of Patrons from the Waitlist to the Registration List.

To manually transfer a patron from the waitlist to the registration list:

  1. Choose Program Management from the Function list.
  2. Retrieve the section record for which the patron is currently waitlisted.
  3. Locate the patron's entry on the Waitlist tab list and select the patron's entry. The system enables the Transfer button.
  4. Choose the Transfer button. The system displays the Transfer Registration dialog box, which lists the sections associated with the program, if any. For each section, the Available Seats column lists the number of vacant seats in the section. If patrons are on the waitlist, this column also displays "Waitlist" in the Available Seats column.

The system automatically selects the section for which the patron is waitlisted.

  1. Choose OK to transfer the patron to the registration list. Choose Cancel to return to the section record without transferring the patron.

If seats are available on the registration list, the system removes the patron from the waitlist, adds the patron to the registration list, and sends a confirmation email to the patron. If seats are not available, the system does not enable you to transfer the patron from the waitlist.

Changing Waitlist Position

To change a patron's waitlist position, you must be assigned permission 772 (Change waitlist priority). See Permissions Used by Sierra for more information.

To change the order in which patrons appear on the waitlist, select the patron whose position you want to change and choose the Change Position button. The system enables you to specify a different position within the waitlist.