SOP for Downloading Member Application Forms and Documents
Purpose:
This SOP outlines the process for downloading application forms and documents of members from the admin panel, including a workaround for members with failed payment statuses.
Scope:
Applicable to administrative personnel responsible for managing member applications and documentation.
Responsibilities:
- Administrative personnel must ensure the confidentiality and integrity of the information accessed.
- Personnel should be familiar with the admin panel and its functionalities.
Play Video
Procedure:
Log into the Admin Panel:
- Navigate to the admin login screen.
- Enter your login credentials.
- Click the “Sign in” button to access the admin dashboard.
Access Membership Information:
- From the admin dashboard, locate the menu on the left-hand side.
- Click on the “Membership” tab to expand and view the available options.
Downloading Application Forms for Members with Successful Payments:
- Navigate to the “Members Order” section to check the payment status of members whose application form you wish to download.
- Identify members with a “Success” payment status.
- For each successful member, proceed to the “Applicants PDF Download” section.
- Find the member’s name (e.g., Arpit Kapoor) and select their record.
- Click to download the PDF form onto your local drive. You can then open and view the application form.
Accessing Documents Submitted by Members:
- Return to the “Members” tab.
- Hover over the first icon that signifies “Document” next to the member’s name.
- Click on this icon. A pop-up window will appear, showing all documents submitted by the member.
- From here, select and download the desired documents.
Downloading Application Forms for Members with Failed Payments:
- For members whose payment status is “Failed”, find an alternative method to download their application forms.
- Go back to the “Members” section and hover over the pencil icon (Edit Member) next to the member with a failed status.
- Note the URL displayed at the bottom left corner of the screen, specifically the “id” parameter (e.g., id=11903). This is the application ID.
- Open a new browser tab and enter the unique link provided in the tutorial, replacing the ID in the URL with the member’s application ID. For example, if the link is
https://cintaa.net/member_new_application_form.php?id=11315
, replace11315
with the member’s application ID (e.g.,11903
). - Execute this URL. A file path will be displayed on the screen.
- Copy the part of the file path from “cintaa_sitemanager” to the end.
- In a new tab, type
cintaa.net
and paste the copied path after the domain. Press Enter. - The PDF of the application form will be displayed, and you can download it from here.
Notes:
- Always ensure to handle members’ information securely and in compliance with data protection regulations.
- If any difficulty arises during the process, consult the technical support team or your supervisor for assistance.
End of Procedure.