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Record member advancement

Preview and confirm advancement for selected members. The confirmation records the new ranks once and member history reflects the change.

Status
Verified 2026-07-29 on build a15afd7
Who can do this
Organization owners, Managers, Staff
Required access
members.change
Where in PositiveForm
/advancement/review

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Who this is for

This guide is for staff, managers, and owners confirming the next ranks for members selected on Advancement.

You need the members.change permission.

Before you begin

  • Start from Review advancement readiness so the review screen has a prepared selection. Opening /advancement/review with no selection returns you to Advancement.
  • Confirm the progression and target ranks before saving.

Steps

  1. Open Advancement in the left navigation.
  2. Select the members to advance (row Select … checkboxes, or Select all when appropriate).
  3. Click Review next →. The review screen lists each member with current and next rank.
  4. Click Advance (or Advance N members).
  5. Confirm in the dialog (Advance N members). Cancel leaves ranks unchanged.
  6. When the save finishes you return to Advancement with ranks updated.

Expected outcome

Selected members receive the recorded ranks once; member history reflects the change.

Screenshots

Advancement selection
Advancement selection
Review next with selected members
Review next with selected members
Confirm Advance dialog
Confirm Advance dialog
Advancement after save
Advancement after save

Recovery

If review is empty, return to Advancement and prepare a selection first. If the confirm dialog is dismissed, no ranks change; open Review next → again when ready.