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

Morgan Elliott National Chair, Lineage Research Committee 2016-2019 ASDARgenie@gmail.com

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

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

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

www.dar.org/members/e-membership

Logging In

Your home screen…

Your Online Help Desk

Genealogical Research System* The e-Membership Version!

Search the Membership Database

Chapter Reports Regent Vice Regent Recording Secretary Treasurer Registrar

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

Chapter Updates

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, email address, phone, spouse, address

A Closer Look at Assigning M4M

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

A Couple of Shortcuts

Quick Reports

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

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