Party Relationship Transfer Queue
Bottom Navigation: Work Queue (paper/clock icon) » Work Queue (tab)
Displays individuals who initiated into one chapter, but have since transferred to another school initiating into that local chapter.
- Search options within the queue include:
- Review Status - Reviewed/Not Yet Reviewed/Held
- Specify a date range, if desired.
- Information displayed includes:
- Individual’s full name
- Reference ID
- Roll Number
- (Chapter From) - The Chapter that they once had a relationship with
- Date They Joined that Chapter
- (Chapter To) - The Chapter they moved to
- Date They Joined this Chapter
- Current Member Status
- Status (Reviewed/Not Yet Reviewed/Held)
- Held By (If the record is being held for review)
- Transfer Effective Date
From the Queue, you can choose to mark the records reviewed or held, and then update the record's status. Once reviewed, records will be stamped with a “Transfer Effective Date”. On the individual’s record, in Relationships, there is a sub-tab labeled “Chapter Transfer History” where their transfer records will be displayed along with the review information.