Managing Membership Tiers

Use Tier Management to process changes to membership tiers (levels) in batch, based on preconfigured level rules. For more information, see Configuring Membership Type Point Calculation and Tier Management Rules and Configuring Membership Type Levels. Using this option you can apply Tier Upgrades, Tier Downgrades and Member Card Renewals. This process can also be scheduled (contact Oracle support to have this activated).

Creating and Processing New Tier Batch

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Tier Management.

2.  Click Tier Processing and complete the following:

   1. Upgrade: Select check box to upgrade members based on the Membership Type Level Rules configured. 

   2. Downgrade: Select check box to downgrade members based on the  Membership Type Level Rules configured.

   3. Renewal: Select check box to renew the memberships expiration date if the member had activity during the batch period and expire memberships without activity in the period defined in the Years to Expire.

   4. Membership Type: Select a membership type from the list.

   5. Evaluation Date: Enter or select a date for this batch. Stay transactions through this date, minus the Delay in Days, will be included in the batch.

   6. Apply Changes Immediately: Select check box to run the downgrade, upgrade, or renewal batch process and apply your changes. Leave this unchecked if you want to review the proposed changes to memberships before applying the changes. If you select this check box, you will not have the opportunity to review the data (for example, to grant grace periods during a downgrade batch run) before the changes are applied.

   7. Click OK.

Viewing Past Tier Management Batches

To display the member profiles considered for batch tier management. You can view the changes to the member level that occurred within a batch, along with the status of those changes.

Note:

you can hover over the log entry to view processing details.

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Tier Management.

2. Enter search criteria, then click Search.

3. Select the batch in the search results, then click the vertical ellipsis Actions menu and select View Detail .

4. Expand the row to view the yearly summary; this displays the Tier Points for each year considered for this batch

   1. Click the vertical ellipsis and select Back to Tier Status to return to previous page.

Deleting Record from Past Tier Management Batches

To delete a record and any un-applied changes from a batch

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Tier Management.

2. Enter search criteria, then click Search.

3. Select the batch in the search results, then click the vertical ellipsis Actions menu and select View Detail .

   1. Click + to expand a row to view the yearly summary.

   2. Click the vertical ellipsis Actions menu and select Delete.

Apply Changes From Past Tier Management Batch

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Tier Management.

2. Enter search criteria, then click Search.

3. Select the batch in the search results, then click the vertical ellipsis Actions menu and select Apply Changes from Batch .

Purge Past Tier Management Batches

This will purge this batch from the list of batches. Any un-applied changes will also be purged.

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Tier Management.

2. Enter search criteria, then click Search.

3. Select the batch in the search results, then click the vertical ellipsis Actions menu and select Purge.