NAMI 360 – Screenshot Guide 3New Memberships

#9 Organization Leader creates a new membership eBatch

Test Case #9: Managing Membership eBatches

Click here to Manage eBatches

Click here to create a new eBatch

Click on Save to Add the new eBatch

#10 Organization Leader adds a membership to an existing record

Test Case #10: Adding an individual membership

Click here to Search for Individuals

Enter Search Criteria to find Individual Record

Click on Search to Find Records

Click onIndividualRecord

Click onAdd/RenewMembership

4) Click onAdd/RenewMembership

3) Select an eBatch

2) Check Appropriate Withholdings

1) Select Membership Package

#11 Organization Leader adds new individual record and associated membership in single flow mode

Test Case #11: Adding a new record and its associated membership in single workflow

Click onAdd Individual

Click on Save & Add Membership to add the new Individual andnavigate the Join/Renew Membership page

Click on Add/Renew Membership to add the new MembershipTo the selected eBatch

Click on Close Batch when you are ready to proceed with Payment Process

#12 Organization Leader closes membership batch and proceeds with batch payment

Test Case #12: Closing a batch and proceeding with its payment

Click on Close Batch when you are ready to proceed with Payment Process

Click on Continue

Select the Payment Method

Click on Submit

#13 Organization Leader verifies newly added memberships

Test Case #13: Verifying Newly added Memberships

Click onManageeBatches

Click on eBatch Number to access eBatch records

Click on one of the records to verify the associated membership data