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COMMENTS FROM OUR DISTRICT ROTARIANS

 

Received the following "Excellent" Question's
Gary, I have a question for you. How do I obtain membership numbers on new members which I will need when I order new membership cards for 2008-2009? Our secretary, Lynn Nebel,  posts new member information into the District database. My understanding is that information is automatically given to RI. RI issues a membership number. This number within a short time appears in our club membership files in the district database.  Months after new members info is posted it still shows a "0" for members number. I also have found that I as Membership Chairperson are not at the same security level as the President or Secretary and cannot obtain certain members information from the RI database. Please advise.
 
Roy Birkeland
Membership Chairperson
The Rotary Club of Marco Island Sunrise
Marco Island, FL

 

Updates to the database are automatically emailed to Rotary International as they are made. RI normally requires 2 to 3 weeks to apply the update. For new members, membership numbers are assigned as they are enter in the RI database. The following may help...

When “adding” a new member to your club, the club secretary  puts in a “0″ for the RI ID# (unless they already have an RI ID# from being a member of another club).

NOTE: Only RI assigns the membership number to new members!  When you ADD a new member, we immediately send this information to RI, and then when they process it.  The new member gets their RI ID# assigned in the RI database (but NOT in the DaCdb).  Also, the newly assigned RI ID# shows up on ANY reports from RI (such as the CRS and SAR).

So, the Club Secretary must update the new member records in the DaCdb with the newly assigned RI ID#. We have added another “quick link” to the Member Roster (while Viewing your Club Membership). New members (after 30 days) that still have a “0″ RI ID#, will have a “0″ link into the RI database; this “0″ link is after their Name, and before the Edit link in the member roster. Here are the steps to get the RI ID# from the RI database and then update the Member record in the District and Club database (DaCdb).

1. Click on the “0″ link after the Member’s name (this takes you to the RI database).
2. Sign IN - using the UserName and Password at RI database, as required
3. Click ON the [Update Membership Data] (It is the first selection on left side)

4. VIEW the record of the MEMBER you are researching
5. Copy the assigned RI Membership ID (highlight and CTL+C)

6. Then go back to the DaCdb screen,
and EDIT Member who has the “0″ RI ID#
7. Paste their RI ID# into the Membership ID field (CTL+V)
8. Click UPDATE button to apply change to database

That’s it
9. Now click ON the [<-BACK] button twice and
go to the NEXT “0″ member to edit in district database, and
proceed to step #4 above to get next member record…
(then, VIEW record of that member in the RI database).

ANOTHER option is to get the RI ID# from the printed Semi-Annual Report (SAR) that comes from RI in January and July.  Then use steps 6-9 above to update the member record in the  DaCdb, using the RI ID# assigned.

ALTERNATIVELY, you could “add the new members” directly into the RI database (with minimal data: just Name and Address) to get their RI ID# assigned immediately by the RI database. THEN, you ADD the new member into the DaCdb, using the RI ID# assigned. Just be sure to add ALL the “data” available to you when you put the new member into the District and Club database  (DaCdb).



 

 

Continued from above....I also have found that I as Membership Chairperson are not at the same security level as the President or Secretary and cannot obtain certain members information from the RI database. Please advise.

Access to the RI Database is restricted to the District Governor, Club President, Club Executive Secretary, and Club Secretary. This security is controlled by RI and I doubt will change.  During "change of the guard" periods, I suggest the outgoing Secretary share the R.I. username/password so that incoming Secretaries can learn how to access and maintain the RI database.