Tutorial · People and groups

Manage GrEst participants

Read statuses, payments and documents and open a participant record.

6 minVerified on 21 Sept 2026Leaders and office staffAvailable with the Manage GrEst enrolments permissionAvailable on activation

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Step 1 of 3

In this guide

Start

1Step 1 of 3 · 2 min

Check the edition

Open the GrEst module and verify the displayed edition. The summary remains tied to this selection.

GrEst header with an active edition — **Fig. 1**The selector prevents work on the wrong edition.

2Step 2 of 3 · 2 min

Read the list

Open Participants. Counters show registered, confirmed, unpaid and collected; each row separates enrolment and payment status, weeks, and family or document indicators.

Participants list with statuses and fees — **Fig. 2**Status, balance and documents are visible before any action.

3Step 3 of 3 · 2 min

Open a record

Select Luca Rossi to review details, contacts, weeks, consents, pickup permissions and payments. Confirming, promoting from the waiting list and recording a payment are immediate actions to check before use.

The capture only opens the record: it does not confirm enrolment or record a payment.

Luca Rossi participant record — **Fig. 3**The record is open for review; no status or payment has changed.

What you have achieved

The list and record support a full review before action.

Troubleshooting

Confirm is disabled

Complete required documents and settle the outstanding balance before confirmation.