Add Certificate Of Election (update Local Officers)

Navigation

Navigate to the Info/Officers Screen; then click the Officers Menu and select  Add New Certificate.

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

Instructions
This screen details a certificate of election. If you are entering a new certificate of election, fill in the appropriate fields and click 'submit'.

Field Descriptions:

• Date of Election - The date the election took place in MM/DD/YYYY format.
• Date of Installation / Effect - the date the officers have been or will be installed.
  • Note: Date of Installation must be within 225 days of the Election. 
• Year of Service - The name of the year the officers will be in office.
• Is historical - check in order to enter a COE that will not be applied to the current officers.
• Is special - check to report the replacement of an officer mid-term.
• Address Verification - used only for verification, does NOT change the address of the local group.
• Meeting Schedule Verification - used only for verification, does NOT change the schedule for the local group.
• Officers - These people usually must be members of the local. Each officer must be a different individual according to any rules of your Parent Organization. We display the name of the current officer(s) below the entry field.
  • Officer - Type the Member Number or name of the new Officer
  • Multi-Year Date-Ranged Officers like Trustee(s) - Type the Member Number or name and years of service (in YYYY format) -- three are required

Actions

SAVE button
Clicking the SAVE button will queue the Certificate for Approval or Rejection by your Parent Organization.

Now you can view the status of your New/Approved Certificate of Election on your Local Overview screen, or from Reports/Filings > Certificates of Election.

EDIT button

EDIT a NEW Certificate of Election until the Parent Organization has Approved or Rejected the Certificate of Election. new for secretaries in 2026

INSTALL button

INSTALL action will be available to the local Secretary for an Approved Certificate of Election. 

INSTALL action will be available to the Parent Organization for a NEW or APPROVED Certificate of Election

Local Overview Screen "Open Certificate of Election" alert.

View Certificates of Election

Parent Group Certificate of Election Management:

Manage Certificates of Election (Admin)

Notes

• "add historical" Certificate of Election will not update the list of Officers, nor will it satisfy the CoE requirements for your Parent Organization.
• "special election" will allow you to update a single officer instead of requiring the entire required slate of officers to be entered.
• List of Current Officers in Info/Officers page and Connect will only update after the new Officers are installed by the Parent Organization.
• Parent Group Requirements may disallow a single person from holding multiple offices.