Umbrella workspace

Role: Umbrella administrator. Your workspace covers the umbrella organisation associated with your account.

Review an affiliation request

User story: I want to confirm that an applicant belongs to our umbrella organisation.

Where: Affiliated members.

1. Find the pending request and check the member and membership number.
2. Choose approve or reject.
3. Enter a reason if rejecting and complete the action.
4. Check the updated request and affiliated-member list.

Expected result: The request has a decision. Approved affiliations can be reviewed in the current membership list.

Correct an affiliation

Where: Affiliated members.

1. Find the member and check the current relationship.
2. Use the removal action to end an incorrect affiliation, supplying the required reason.
3. For a wrongful affiliation report, select the relevant year and enter an explanation using that action.
4. Confirm and check the result.

Expected result: The requested affiliation action is recorded. Removing an umbrella affiliation is different from cancelling the member's KPZ membership.

Invite members

User story: I want organisations to receive an invitation to link to our umbrella.

Where: Invitations.

1. In the single-invitation form, enter the member's email address.
2. Select Send invitation and check the success or error message.
3. For multiple addresses, select a CSV in the bulk-invitation form and choose Upload invitations.
4. Review the reported import results and correct any rejected entries before retrying.

Expected result: Invitations are submitted and their results are shown. An invitation is not proof that the member accepted or that an affiliation is approved. Check Affiliated members for the relationship's status. Use the CSV guidance shown in the upload form.

Confirm the annual member list

User story: I want to confirm that the membership list for the requested year is correct.

Where: Annual confirmation.

1. Review the affiliated-member list first and resolve known issues.
2. Select the year and load its confirmation cycle.
3. Check the current confirmation state and date.
4. If there are no changes, use the confirmation action.
5. Check that the updated state/date is displayed.

Expected result: The selected year's list is confirmed. Confirming one year does not confirm all years.

View complaint totals

Where: Complaint summary.

1. Choose the date range.
2. Load/review the aggregate complaint count for your organisation.

Expected result: You see the total for the selected period. Individual complaint files are handled in the complaints workspace and are not exposed here.