The Edit Affiliations screen can be accessed from the Member Record screen
To reach this screen in m2, please click the blue pencil to add or edit (see screenshot below):
This feature is open to anyone logged into groupable|m2 in the following role: grandLodgeReadWrite.
To edit a member's affiliations, make your desired changes and click edit.
- Delete - (only available when no timeline events are tied to this affiliation)
- Description - a description of the affiliation (e.g., "Primary Lodge", "Merger of...").
- Date - the date the member joined the lodge in MM/DD/YYYY format
- AR Year - the Annual Return on which this affiliation should appear
- Lodge (Chartered-Merged) - the lodge the person affiliated with. The entries list the name/number of the lodge, the date it was chartered and the date it merged. Lodges that are ancestors of lodges the member has an affiliation with are also listed.
- Type - one of the following
- Primary or Primary Dual - the lodge the member first joined in this jurisdiction or a descendant of that lodge
- Secondary - another lodge to which the member belong(s/ed)
- Merged - This is a lodge the member belonged to before it merged
- Honorary - indicates that this is an honorary affiliation
- Date Rec'd - the date the affiliation was recorded
- Force AR - yes or no, force the AR year on the affiliation to the date of the affiliation
- From Lodge (#,Name,Location,Jurisdiction - The number, name, location, and jurisdiction of the lodge from which the member affiliated.
- Typical Descriptions include:
- Primary Lodge - the member's primary affiliation
- Merger of A, B - the affiliation was produced by the merger of lodges A and B
- Du/Pl affil from A - secondary affiliation from lodge A
- If the lodge for an affiliation is set to an ancestor lodge (i.e., one that has merged), additional affiliations with all descendants will be created when the form is submitted
- All secondary affiliations should have a "From Lodge" although the system does not require it
- Forcing the AR year for an affiliation can cause a variance on the current annual return