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:
The member is transferred from one club to another one within the same multiple district.
The member is coming from a foreign club.
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 Multiple District¶
This operation should be performed by a Club LionsBase Master. Please read chapter Transferring Members within the same Multiple District.
Transfer FROM a foreign Multiple District¶
Beware: It is currently not possible to automatically transfer members from one multiple district to another one. This is a known limitation of the eMMR Web Service from Oak Brook, USA. This limitation yields even if both multiple 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:
If needed, create the foreign club in LionsBase
Create the member in LionsBase (name, sex, birthday)
Manually set the LCI Id of this new member
Update the member’s profile with their entry year in the foreign Club
Add a member status for the entry and exit of the foreign club
After at least 1 day, you should perform following operations:
Check that the eMMR transaction completed successfully:
The previous and new clubs should appear in the LCI member record
Contact the Club LionsBase Master to tell them that the member is officially part of the club and that they should complete their profile
Transfer TO a foreign Multiple District¶
Beware: It is currently not possible to automatically transfer members from one multiple district to another one. This is a known limitation of the eMMR Web Service from Oak Brook, USA. This limitation yields even if both multiple districts are using LionsBase.
Either you or the corresponding Club LionsBase Master should perform following operations:
Add an exit status for the member
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 multiple district.