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CLUB MEMBERSHIP
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Lions Clubs International Membership Reporting Quick Reference To report changes in membership-- adds, drops, reinstates, transfers, and update or review.From the LCI Home Page, choose this button on the left side of the page:
The following LOGON screen appears, shown in part:
Type in your Member Number and your Password .Click on the Go button. You will be recognized with the following screen:
Click on the Membership link shown circled, above. The next screen will have a Menu Bar like the one shown in the next column, and additional optional text links with the same functions. Notice that the screen shows the Report Month as circled. Select the Report Month of the month being reported. Report month choices are current calendar month or up to 4 months prior. The default is current calendar month.
At this time, you are also able to choose to make no changes by clicking on the No Activity to Report? link at the bottom of the picture above. Should you decide to do that, the next window is displayed:
Click OK, and you will be returned to the Membership Activity Page. If, on the other hand, you have decided to enter a transaction, click on the appropriate link either from the menu bar or the list as shown in the screen at the top of this column. Add:
When you Click on the Add or Add a member link, the following prior member lookup screen is displayed.If the member you are adding was not a prior member, click the NO radio dial, leave the fields blank, and click Submit. If the member was a prior member, leave the YES radio dial selected and enter the last name of the prior member. Click Submit. Click the member number on the list of prior members that are displayed. After the successful submit, you will get the next dialog box.
Fill in ALL of the required fields (*). In order to move to the next screen,(by Clicking on the Sponsor tab at the top, or Clicking on the Member Sponsor or Save Member Button), all required fields must be filled. If not, an error message like the one below will be displayed:
When you have completed the Basic dialog box, you will need to complete the Add by filling in the required fields on the Sponsor tab.
The names of the club members will be displayed in the member box. To scroll through the names, click the up or down arrows next to the box. Click on the name of the sponsor so that it is highlighted. You can also search for the name by filling in Last Name, First Name or Member # in the dialog box and then Clicking on Search. Click on Add as circled. The successful result will fill in the sponsor name and member number as shown. Click the Save Member button. If the sponsor is from a different club fill in the information at the bottom of the window, and Click the Save Member button. You will get a briefly displayed message that the database is being updated, and then the following:
Click on the OK button to return to the Membership Activity Page. Drop: When you Click on the Drop link, the following window is shown in part
Select a member by typing last name or member number. Then, Click Search OR Click on the member number listed in the Active Members column on the left. The following window opens:
Click on the Down Arrow to display the drop reason codes. Click on the appropriate drop reason so that it is highlighted. Click the Drop button to drop the member. You will be returned to the "roster" window. Click on the Close button to return to the Membership Activity Page, or, you can choose a new membership function by Clicking on any of the Red menu items at the top of the screen. Reinstate: When you Click the Reinstate link, the program will display a list of members that have been dropped from your club in the last 6 months:
Click in the box next to the name you want reinstated, and Click on Reinstate Selected. All members for whom the box was checked will be re-displayed in a confirmation screen. Finish the task by Clicking on the Confirm Reinstatement button.Remember that you cannot reinstate a member that has been dropped for more than 6 months (they will not be displayed if gone for more than 6 months). You will be returned to the Membership Activity page:
Transfers INTO your club: Click on the Transfer link on any screen. The next window is displayed:
Fill in the Last Name and then Click Search. The program will look for Lions that have been dropped in the last six months, and display a window like this one:
On this screen, select the member that you want to add by clicking on the Member ID on the left.The next screen will be displayed.
Enter any address changes. Finally, to complete the transfer, Click the Confirm Transfer button as circled above. The program will take you back to the Dropped Member Search screen, from which you can Close if you are done transferring members. Closing will return you to the Membership Activity page.If you cannot locate the member to transfer, Click on the Assistance button on the Dropped Member Search window. The following screen will be displayed:
Fill in the data as well as you can and Click on the Submit Assistance Request button as circled above. As indicated in the response window, LCI will process the transfer for you. Update/Review: Click on the Update or Review link on any page. The program will display your roster, in part, with options to view other pages of it or search by last name or member #.
Click on the Member # and the following window is displayed:
If you choose to Review, all the fields will be grayed out, and you will not be able to enter changes. The Review function does not require that you choose a reporting month. If you choose to Update, you will then be allowed to Change the appropriate information. For a name change, click the Change button to the right of the name as shown in the screen at the top of the next column.
After you click the Change button next to the name the following name change screen is displayed:
Enter the desired name changes. You must also enter a reason for the change. When you are done entering the name change, click the Submit button. You will receive the following confirmation screen:
The name change will be reviewed for proper formatting. The above message will time out after 5 seconds. The Basic Membership screen will be redisplayed for any further changes that you may have. Click the Save Member button when you are done entering your changes.
Both the Review and Update function will allow you to see the Sponsor information by clicking on the Sponsor Tab, but you may not change the sponsor. |
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Modified on
07/09/08