Membership applications and member information

The society keeps its members through three screens under Membership & General Assembly → MemberShips: submit a new application, verify it, and update an existing member.

Submit a membership application

Open Membership & General Assembly → MemberShips → Submit Membership Application.

1. Enter the applicant’s CPR and search. If the person is already a member, the system tells you “Member already exists in the system and no need to submit an application again for him.”
2. If the person is not registered, the form opens for a new applicant. Fill the personal data: names, date of birth, nationality, contact numbers, email, address (building, road, block, area), work status, bank and IBAN, and the personal photo (jpg or png).
3. Choose the Membership Type and the last year the applicant paid. The last year of payment must be 4 digits (for example 2018) and is used to generate the unpaid fees.
4. Choose the committees the applicant wants to join, if any, and attach the required documents.
5. Write the Application Submit Notes (required) and press Submit New Membership Application.

Verify a membership application

Open Membership & General Assembly → MemberShips → Verify Membership Application. Search by application ID, member ID, CPR, name or status, then open the application.

• Review the data and documents, change what needs correcting, and choose the Verifier Decision — the available decisions come from the membership application workflow.
• Write the Verifier Comments (required) and press Update Membership Application status and Information.
• Tick Skip communication Message if the member should not receive the automatic message for this step.
• Applications sent online by the public appear here as well, with the same workflow.

Update member information

Open Membership & General Assembly → MemberShips → Update Member Information, search for the member and edit the file, then press Update. The screen also lets you view the member’s membership type history.

Rules the system checks

• CPR and mobile numbers must match the digit lengths set for the society.
• First, second and last name, contact number, email, membership type and the full address (building, road, block, area) are required.
• The member’s age must meet the minimum age set for the chosen membership type.
• A new application cannot be submitted until the membership application workflow is defined in the Workflow module; otherwise the system shows a message asking you to set it first.

If a recommendation system is enabled in the membership settings, the application also involves recommending members (the number is set there).