Registrant Transfer Training Guide - Club

This guide provides a step-by-step process for transferring a registrant within a province. The receiving club initiates transfers. There are 4 steps required to complete a transfer: 1. Initiate Transfer - Receiving Club 2. Approve Transfer - Releasing Club/PSO(s) 3. Complete Transfer - Receiving Club 4. Register the Swimmer - Receiving Club 25/08/2026

40 steps

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For support, please go to the REMS Knowledge Base to access FAQs and help guides for Members and Club Admins. <https://sportlomo.atlassian.net/wiki/spaces/SCS2/overview> You can also log a ticket with the support desk.

Step 1. Initiate Transfer from Receiving Club

A registrant with the status **Needs More Info** cannot be transferred. The transfer icon only appears if the registrant’s status is **Active** or **Expired**.

**Receiving Club:** Navigate to <https://swimming.canada.sportsmanager.ie/maint.php> and login to your **admin account**.

Search and Select **"Transfers and Affiliation"** from the Navigation Menu search bar.

Click **"Start Transfer (Request)"**

To initiate the transfer you will need the following information: 1. *Season the registrant was last registered* and *Registrant Last Name* **AND** 2. *First Name and DOB* **OR** *Identifier Type and a Member Identifier*

Member Identifiers for transfers can be the Swimmer ID or REMS ID.

You can search for the Registrant to transfer using Identifier Type and the Member Identifier number. If you choose Swimmer ID for the type, enter the Swimmer ID in the Member Identifier field.

**OR** you can search for the Registrant to transfer using First Name and Date Of Birth. Click **"Search"**

Verify the swimmer selected is correct and click the **transfer button** to proceed with the transfer.

Enter the Transfer Reason and Click **"Request Transfer"**

Click **"Continue"** to proceed with the transfer.

Confirm Transfer Status

Click **"View Transfers"** to view the list of pending transfers.

The status of the transfer will be Awaiting Approval.

The **Approvals** column shows the status of the transfer. Hover over the icons to see which club has approved the transfer. The receiving club automatically "approves" the transfer when they initiate the transfer.

Step 2. Approve Transfer - Releasing Club

The approvals must be completed by the **releasing** club and the PSO(s) if required.

**Releasing Club**: Navigate to <https://swimming.canada.sportsmanager.ie/maint.php> and login to your admin account.

Search and Select **"Transfers and Affiliation"** from the Navigation Menu search bar.

Find the pending transfer that you are approving.

**Action buttons:** - Check box - Approve transfer - Red circle with line - Reject transfer - **i** - View information about the transfer - Trash can - delete the transfer

View Transfer Info

Right click "**i**" and ***"Open in a New Tab"*** to view information about the transfer.

Review the transfer information and then close this tab to view the previous screen.

Reject Transfer

If you want to Reject the transfer, Click **"Reject"**

Enter the **Reason** for Rejection and Click **"Reject"**

Click **"Continue"** to confirm the transfer Rejection.

Approve Transfer

If you want to Approve the transfer, Click **"Approve"**

Enter the Reason for the transfer and Click **"Approve"**

Click **"Continue"** to confirm the transfer.

Review the updated status on the Transfers & Affiliation page.

PSO Approvals

In most provinces, the PSO must approve all transfers. For out of province transfers, both PSOs always approve the transfer.

Example: Transfer from Alberta Club to Ontario Club.

Once the transfer has been requested, both clubs and PSOs can see the transfer status by clicking on **Transfers and Affiliation.**

If you hover over the yellow and green icons, you can see which clubs/PSOs have approved the transfer. The receiving club automatically "approves" the transfer when they initiate the transfer.

Both of the PSOs and the releasing club must go to their **Transfers and Affiliation** list and approve or reject the transfer (for more details, refer to Step 2 above)

If you click on the View button (**i**), you can view the status of the transfer. The name of the user that has approved/rejected the transfer for each PSO and club is also recorded in the transfer history.

When all parties have approved the transfer, the Receiving Club can complete Step 3 below.

Step 3. Complete Transfer - Receiving Club

If this is the second transfer in the season for the swimmer, this step should not be completed until the "unattached period" is completed.

Receiving Club: Navigate to <https://swimming.canada.sportsmanager.ie/maint.php> and login to your **admin account.**

Search and Select **"Transfers and Affiliation"** from the Navigation Menu search bar.

Find the transfer that has been approved and is now ready to complete. Click the "**-->"** icon to complete the transfer.

Click the **"Please Select"** dropdown and select ***REGISTRANT TRANSFER***

**You must select the REGISTRANT TRANSFER category** at this step. **DO NOT** select any other registration category.

Choose "**Registrant Transfer**" from the dropdown list. Click **"Register"**

Verify the Registrant Personal Data and Click **"Register"**

There is no charge for transfers, but a confirmation receipt will be displayed. The transfer is now complete.

Step 4. Register the Swimmer - Receiving Club

**The swimmer is not registered in a registration category yet.** You must now register the swimmer so that fees are paid or invoices are generated! **If you do not complete this step**, the swimmer will have an expired registration in the Registrant Transfer category only.

**The final step of the transfer process** is to ***register the registrant into the proper category*** for the season using **"Group Registration"** (from the Navigation Menu search bar).

Find the transferred swimmer and select a registration category. Click Next to submit the registration. Please refer to the [Group Registration Training Guide](https://scribehow.com/viewer/Group_Registration_Training_Guide__Club__j5D1uxtlQxKt5aslb9Qspw?referrer=documents) for more details on the Group Registration process.

Registrant Transfer Training Guide - Club

40 steps