Rolling back an enrolment

You clicked Create Member on the wrong application, or admitted a family who then told you they had changed their mind. Roll back to waiting list undoes that step: the member record goes, and the application returns to the queue at the status it had before you admitted them.

It is a clean-up tool for a mistake, not a way to park a member who is leaving for a while. It deletes things. Read the next section before you use it.

Which one do I want?#

Rolling back#

The action only appears on applications with a status of Joined, and only on the ones Scoutworks created the member from. If someone was added straight to your member list by hand, there is no application to roll back to — archive or delete their member record instead.

1. Go to the Waiting List page.
2. Open the action menu on the application row — the three dots at the end.
3. Choose Roll back to waiting list.
4. Read the summary in the dialog. It tells you exactly what will happen.
5. Click Roll back.

What the dialog tells you#

Scoutworks checks the member's record before you confirm, so you are never guessing.

Restore to — the status the application goes back to, usually Accepted. That is the status it had before you admitted them, so you can send a fresh offer or admit the right child without redoing the triage.

Safe to roll back — a green panel meaning the member has no attendance records, badge awards, payment requests or Direct Debit subscriptions. Nothing of value is lost. This is what you will see if you spotted the mistake straight away.

The following data will be permanently deleted — an amber panel listing exactly what goes: the number of attendance records, badge awards and payment requests, and each Direct Debit subscription by name and amount. If you see this panel, stop and check you have the right child. This cannot be undone.

What rolling back does#

When you confirm:

• Any active Direct Debit subscriptions for that child are cancelled. Cancelling is final — if they join later, you set up a new one.
• Their member record is deleted, along with attendance, badge awards and payment requests. If the same child is also a member of another group, only your group's membership goes and the record itself stays.
• Their parent loses access to your group, unless they have another child in it.
• The application returns to the queue at its previous status, keeping its notes, priority tier and triage.
• The whole thing is recorded in the application's history, so there is a trail of what happened and who did it.

When you cannot roll back#

The member is shared with another group. The dialog says so and the Roll back button stays disabled. Remove the share from the member's Sharing & Transfer tab first, then try again.

The member record has already been deleted. The dialog tells you, and rolling back simply restores the application — there is nothing else to remove.

There is no linked member. The application was not the source of that member record, so there is nothing to undo. Handle the member record directly from the Members page.

What's next#

• Processing Waiting List Applications — triage, offers, and admitting families.
• Moving a Member to the Waiting List — for a young person leaving temporarily who you expect back.
• Withdrawing and removing applications — for families who step away before taking a place.