EN | FR | DE | IT
home | previous | next | index | search

Transferring Members

Sometimes members relocate and need to be transferred from their former club to another one; this is referred to as a transfer operation in LionsBase.

We distinguish three types of transfer:

  1. The member is transferred from one club to another one within the same multi-district.
  2. The member is coming from a foreign club.
  3. The member is relocated to a foreign club.

We need to tackle with member transfer using a dedicated workflow not only as it is counterproductive to reenter all membership information and personal data in the new club but because the member’s Lions life (status, membership, …) is archived and synchronized to Oak Brook, USA and a relocated member should keep this history in the new Lions club.

Transferring Members within the same Multi-District

This operation should be performed by a Club LionsBase Master. Please read chapter Transferring Members within the same Multi District.

Transfer FROM a foreign Multi-District

Beware: It is currently not possible to automatically transfer members from one multi-district to another one. This is a known limitation of the eMMR Web Service from Oak Brook, USA. This limitation yields even if both multi-districts are using LionsBase.

Before starting, a Club LionsBase Master should have contacted you and given you the following information:

  • Precise name of the foreign club and its LCI Id
  • District of the foreign club
  • Name, sex, birthday, first entry in the foreign club, transfer date and LCI Id of the member to be transferred

The same day, you should perform following operations:

  1. If needed, create the foreign club in LionsBase
  2. Create the member in LionsBase (name, sex, birthday)
  3. Manually set the LCI Id of this new member
  4. Update the member’s profile with her entry year in the foreign Club
  5. Add a member status for the entry and exit of the foreign club

After at least 1 day, you should perform following operations:

  1. Check that the eMMR transaction completed successfully:
    • The previous and new clubs should appear in the LCI member record
  2. Contact the Club LionsBase Master to tell him that the member is officially part of the club and that he should complete her profile

Transfer TO a foreign Multi-District

Beware: It is currently not possible to automatically transfer members from one multi-district to another one. This is a known limitation of the eMMR Web Service from Oak Brook, USA. This limitation yields even if both multi-districts are using LionsBase.

Either you or the corresponding Club LionsBase Master should perform following operations:

  1. Add an exit status for the member
  2. Possibly contact the new club and give following information:
    • Name, sex, birthday and LCI Id of the member
    • Name of the previous club, its LCI Id
    • Date of the transfer

It is very likely that you will be contacted by the new club thus only first step is actually mandatory to properly mark the member as inactive in your multi-district.

Documentation created using Sphinx 1.8.3 and integrated in TYPO3 with restdoc.