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So You’re the Chapter Registrar!

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Presentation on theme: "So You’re the Chapter Registrar!"— Presentation transcript:

1 So You’re the Chapter Registrar!
ASDAR Meeting of the Districts, August 2017 So You’re the Chapter Registrar!

2 Morgan Elliott National Chair, Lineage Research Committee

3 Our focus for today: Just what is this job I accepted? e-Membership
Image Access - you are the only chapter officer who has this!

4 So, just what does the registrar do?
Coordinates preparation of applications Submits new and supplemental applications Handles transfers INTO the chapter Processes resignations and deaths Keeps member contact information up to date Provides members a copy of their approved application or supplemental Partners with the membership chair to maintain the PMD Performs other duties assigned by chapter regent

5 What’s e-Membership? Given to the chapter regent, vice regent, treasurer, recording secretary, and YOU! The registrar’s ‘Best Friend’ and I mean it!! You can’t break it, so look around Allows you to change member information Allows you to check the status of applications you have submitted Allows you to view and update the chapter PMD Gives you special access to research tools, and scanned images of applications and supporting documents

6

7 Logging In

8 Your home screen…

9 Your Online Help Desk

10 Genealogical Research System*
The e-Membership Version!

11 Search the Membership Database

12 Chapter Reports Regent Vice Regent Recording Secretary Treasurer
Registrar

13 Chapter Reports New Member List
By NBOM date, date range, or calendar year Online Chapter Applications and Supplementals Applications verified after October 1,2009 Supplementals verified after August 5, 2009 View, download, and print Pending Member List Shows the status of all the applications pending in DC: Received, Pre-letter,* Review, AIR (HW)*, 6-months,Verified Supplemental Status Report Letters cannot be seen by state chairs or officers

14 Chapter Updates

15 Chapter Updates Associate Member Management Member for Member Updates
Add by NN; system prevents adding inactive members Member for Member Updates Now for introducing a member to the chapter only One per application May be from any chapter Decease a Member Resign a Member View and Update Chapter Member Records Nickname, address, phone, spouse, address

16 A Closer Look at Assigning M4M

17 But what about…?? Member Name Changes Transfers to Member at Large
Transfers In Membership Change Form Member Resources Executive Offices & NBOM Organizing Secretary General Forms

18 A Couple of Shortcuts

19 Quick Reports

20 Take Ten Minutes to Watch This
Take Ten Minutes to Watch This! (click the blue HELP tab in the GRS for this link)

21 Let the Waiting Begin… Applications are reviewed first by Data Entry, then Genealogy New apps take about 8 weeks for processing Supplementals take 10+ months Once verified the applications are voted on by the National Board of Management on the 5th of every month, and a National Number is assigned Applicant receives membership certificate and new-member packet from NSDAR Copy of the approved application is found in e-Membership


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