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Review advancement readiness

Filter members by progression and review who is ready for the next rank. The roster and readiness filters show the intended location, program, rank, and…

Status
Verified 2026-07-29 on build fe1de72
Who can do this
Organization owners, Managers, Staff
Required access
organization.membership
Where in PositiveForm
/advancement
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Who this is for

This guide is for staff, managers, and owners who filter the member list by progression and readiness before recording a promotion.

You need membership access to open Advancement. Recording still needs members.change (Record member advancement).

Before you begin

Steps

  1. Click Advancement in the left navigation.
  2. Choose the progression in the progression control (for example Striking Belts).
  3. Optionally search with Search members.
  4. Narrow with All ranks, Active only (or other status), Filter by program, and age bounds when needed.
  5. Select the members you intend to advance. Use page-level select when the list supports selecting everyone on the page.
  6. Click Review next → to open the review step with your selection.

Expected outcome

You have a filtered, selected cohort ready for the advancement review screen, where ranks are confirmed before they are saved.

Screenshots

Advancement board with progression and filters
Advancement board with progression and filters

Recovery

If the board tells you to configure a progression first, complete Configure a progression.

If no members match, clear filters and search, or confirm the progression and location.

If Review next fails to prepare, refresh the list and try again; do not assume ranks changed.