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Explaining your Profile Tab (part 3)

  • Updated

(continuation of Explaining your Profile Tab (part 1) & Explaining your Profile Tab (part 2) )

Left-hand Navigation: People » Search Results » Profile 

 

Statuses 

Defines an individual’s position within the membership life cycle (New Member, Initiate, Alumnus, etc.) 

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This information is crucial to retention analysis, historical documentation, and in ensuring the accuracy of charges you assess your chapters, and likewise, the fees billed to respective members. 

Edit 

  1. Edit
  2. Member Status (drop down)
  3. Select accordingly and choose a "Reason" when applicable
  4. Click "Update Personal Profile"

Audit

Member status changes are automatically recorded in the Individual Record > Summary Page > Change Log. You can view the individual’s status changes, the "From/To" dates, the date the change was made, and by whom. A revert option is available if you deem the change was inaccurately placed.

The discrepancy in Vault and Compass Member Status

These usually occur because of the Compass Member Status being altered after the Chapter's Vault roster was already archived. OmegaFi can match the status with that on the archived roster if you'd like to fix the issue.  

Changing Naming for Member Statuses and Reasons

Two Ways to Change these Names:

  • Update the name and/or status reason (new convention will overwrite the old)
  • Create a new Member Status, move members over (this can be done in mass in a People Search), and make the old one inactive. 

 

Standings

Categorization of individuals based on financial, disciplinary, or academic circumstances. 

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Documentation of an individual’s Standing, whether financial, academic, or disciplinary can aid in crucial organizational decisions and information tracking. Likewise, you’re able to then group individuals based on matching standings. 

Edit

  • Click your preferred Standing
  • Edit the Standing and/or the associated dates
  • Click "Update Standing"

Remove

There is an option to remove an existing standing or add a new one, on this same page. If a Standing is end-dated, it will appear in the historical section below the current standings.

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