Tech Hub 2.0: AD Review of Student-Athletes for the Roster/Form 3 for Beginning of Season Submission

This user guide provides a step-by-step instructions for AD's to follow to approve SA's for competition ensuring compliance with eligibility requirements. By following the outlined procedures, ADs can track approvals and can download (print) Certified Rosters/Form 3's to share. AD's can also remove SA's from the approval process and request review/edits by the ES within the updated workflow process.

Jennifer Cardone
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25 steps
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3 minutes

Salesforce Site.com

Alert! The **Athletic Director (AD) will receive an email** every time a Head Coach advances student-athlete(s) onto the Roster/Form 3.

Example of the email the AD will receive alerting them to login to the Tech Hub portal to process a pending approval. The email comes from [techhub@3c2asports.org](mailto:techhub@3c2asports.org)

[Homehttps://3c2a.my.site.com/schoolportal/s/](https://3c2a.my.site.com/schoolportal/s/)

Click on the "Pending Approvals" tile or header.

Click on the hyperlink of the Roster/Form 3 for review and approval.

Click the top checkbox to select all the student-athletes for review. The system requires that all the student-athletes are reviewed within the request.

Click the "Review Students" button.

Alert! Ensure your web browser allows pop-ups from the Tech Hub portal website.

The student-athletes profile information will pop-up for review, scrolling down to take action on each student-athlete within the pop-up window.

Tip! Prior to reviewing student-athletes within pending approvals, the AD can access the student-athletes profiles for review from the Roster/Form 3 area of the system.

Approving Student-Athletes for Certified Roster/Form 3

The AD will make an decision each student-athlete within the workflow request. The radio button defaults to **Approve**.

Click the "Next" button to advance to the next student-athlete for review. Repeating this same process for all those student-athletes approved to compete per the 3C2A eligibility requirements.

Options for not Advancing Student-Athletes for the Beginning of Season Submission Process

Select the radio button "Do Not Advance onto Roster/Form 3" and click on the "Next" button.

A new pop up window will allow the AD to make one of two selections via radio button for their reason not to advance a student-athlete onto the **Certified Roster/Form 3 for the Beginning of Season Submission** process: **Not Approved** - Not advancing a student-athlete onto the Certified Roster/Form 3\ *or*\ **Request Review** - Additional Information or a correction is required and the student-athlete can be resubmitted for approval.

Removing the SA

Select the radio button **Not Approved** if the AD is **removing** the student-athlete from the process (e.g., they quit, eligibility is exhausted, were cut or have transferred, etc.) type in a note to that affect. Click on the "Next" button to advance to reviewing the next student-athlete.

Review Requested before SA can be Resubmitted

Select the radio button "Do Not Advance onto Roster/Form 3" and click on the "Next" button.

Select the radio button **Request Review** if the AD wants the ES to correct information or add missing information before approving the student-athlete. The AD would type in a note specific to what information needs to be addressed (e.g., gaps in time not accounted for, missing information or incorrect information).

Click on the "Next" button to advance to reviewing the next student-athlete.

Once all the student-athletes have been reviewed the page will return to the table. Each student-athletes status will reflect the decision made by the AD. The AD will click the "**Submit Decision**" button to finalize their review.

By clicking the "Next" button the approved student-athletes are now cleared to compete and are advanced for Commissioner verification. For student-athletes removed from the Beginning of Season Submission workflow process (e.g., Not Approved or Request Review) they can be resubmitted by the ES/AD going to the student-athletes profile page and clicking the Review Notes button to begin that process.

Upon submission the Tech Hub will redirect the AD back to the Roster/Form 3 page for the sport. The new Verification Statuses will be displayed for those student-athletes they reviewed.

Exporting Certified Roster/Form 3

Tip! To share the Certified Roster/Form 3 of student-athletes cleared to compete following these steps.

Click on the "Certified Roster / Form 3" tab.

Click on "Export" icon.

Select the format of the file and click on the "Export" button to download the file.

The file can be shared with coaches and staff (e.g., Equipment, SID's, Athletic Trainers, etc.).

Another place to monitor approvals and track the status of approvals is by clicking on the "Approval History" tab.

The table will populate workflows processed for the sport. By clicking on the Request Track Name hyperlink each request containing student-athletes can be reviewed.

The request will list out each student-athlete processed within the workflow.