Team Leader review and endorsement

Team Leader review and endorsement

When a pending application is submitted, the team leader will receive an email to notify them there is a new application for their review. The review and endorsement happen from within SMS.

The actions required are to:
  1. Review the application
  2. Check the Formation/Section selected are correct
  3. Select where the invoice is to be sent (Invoice to Individual or Invoice to Group)
  4. If an adult member, check the appointment selected is correct and;
  5. Contact referees and enter responses into the fields.
If the application is a replacement committee member please enter a note into the field on the Comments page. This will notify the Branch Support Office that an enrolment fee is not required. The former committee member needs to be transferred or resigned in conjunction with the new application.


To view pending applications, first log into SMS. If you are unsure about how to log into SMS refer to the Support Hub article SMS User Guide

Once logged in, expand the SMS menu, and click on Members.

Along the top menu bar, you will see a green button titled Pending Applications. Click the button.


A list of all pending applications that the team leader is responsible for will appear in the main window. To open a specific application, click on the Application In button at the end of the row.


The application will open in a new pop-up window. You can now review the information entered by the applicant.

An invoice will be sent either to the Formation or the individual depending on the option selected on the Payment tab. Please select from the drop-down field, the required invoice destination.


For adult members, the Blue Card and Referee tabs will also appear. Before the application can be endorsed the referee check responses must be completed. Click on the Referee tab.

Contact the referee and perform the reference check. Enter the responses into the appropriate boxes and click Update. You can download a copy of the reference check questions at the bottom of this article if you prefer to take handwritten notes prior to entering into SMS.

To enter the responses for Referee number 1, click on the Reference Check button to the right of Referee number 1. For referee number 1 ,  click the Reference Check button next to Referee 2.




Once all responses have been received and you are satisfied with the information provided, click on the Endorse button. . Should you wish to add extra comments about this applicant, enter them into the Comments field found on the tab titled Comments.

The Membership team at the Branch Support Office will be notified that you have Endorsed the applicant and it is ready for the next phase of the process. Refer to Membership application process overview for more information about what happens next.