When “adding” a new member to your club, the club secretary can put in a “0″ for the RI ID# (unless they already have an RI ID# from being a member of another club), or they get it from the RI database (Member Access portal).
NOTE: Only RI assigns the membership number to new members! SO, we recommend that you “add the new members” directly into the RI database (with minimal data: just Name & Address and Admission Date) to get their RI ID# (which is immediately assigned by theRI database). THEN, you ADD the new member into the DaCdb, using the newly assigned RI ID#. Just be sure to add ALL the “data” available to you when you put the new member into the District and Club database (DaCdb), which gets sent back to the RI database to complete their records.
When you ADD a new member with a “0″ RI ID#, 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). However, 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 a “quick link” to the RI Member Access portal log on screen (while Viewing your Club Membership). So, 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
TIP: 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.
Also, FAQ #3 for more information on this subject.
