Pending Foreign Affiliations – Groupable -- Help Center

Navigation
The Pending Foreign Affiliations screen can be accessed by selecting "Members > Pending Foreign Affiliations" from the menu.

Access
This feature is open to anyone logged into groupable|m2 in any of the following roles: grandLodgeReadOnly, grandLodgeReadWrite, lodgeSecretary, lodgeAssistantSecretary.

Instructions
This screen is used to manage the queue of pending affiliations. The queue is broken down into four sections: New, Pending, Approved, and Denied. These are each detailed separately after the list of fields they have in common:

Field Descriptions:

Name - the name of the potential new affiliate
Lodge - the lodge with which they are affiliating
Date - the date they are affiliating
User - The user that added the pending affiliation
Status As Of - The date the pending affiliation was added to this part of the queue.
Options - broken down by list:
- New - pending affiliations that have not been acted upon:
  - pending - moves the member to pending list
  - profile - generates a PDF of the pending affiliation profile
  - notes - access the Notes about this affiliation
  - edit - link to the Edit Pending Affiliation screen
- Pending - pending affiliations that are being pursued with other jurisdictions:
  - profile - generates a PDF of the pending affiliation profile
  - notes - access the Notes about this affiliation
  - edit - link to the Edit Pending Affiliation screen
- Approved - pending affiliations that have been approved:
  - profile - generates a PDF of the pending affiliation profile
  - notes - access the Notes about this affiliation
  - delete - remove the affiliation from the list. Can only be done by the lodge.
- Elected - pending affiliations that have become members:
  - profile - generates a PDF of the pending affiliation profile
  - notes - access the Notes about this affiliation
  - delete - remove the affiliation from the list. Can only be done by grand lodge.
- Denied - pending affiliations that have been denied:
  - notes - access the Notes about this affiliation
  - delete - remove the affiliation from the list. Can only be done by the lodge.
  - reason - the reason for the denial is displayed under the affiliation

Edit Function
Editing pending affiliations is nearly identical to the Add Foreign Affiliation screen. The following changes are the only differences:

"confirm" markes the pending affiliation approved
"deny" marks the pending affiliation denied
Reason allows for the documenting of a reason for the denial

Elect Function
Allows the lodge to enter the date the member was elected to join the lodge. The date must be on or after the day that the pending affiliation was approved.

Notes

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