logo

Adding Missing Lodge Officer Records

Learn how to add historical lodge officer records to the system for past positions that are missing from member records.

This procedure is intended only for adding historical offices that are missing from the system. For current officers, please use the Elections feature instead. Not following this guideline will result in officers not receiving the proper system access permissions.

1

Click on "Settings" icon

Click on "Settings" icon
2

Click on "Officers"

Click on "Officers"
3

Click on + icon

Click on + icon
4

Choose the term start date, then the end date, select the member for the position, and specify the Lodge Office

Choose the term start date, then the end date, select the member for the position, and specify the Lodge Office

Alternatively, historical offices can be added from the member record directly

5

Click on "Members"

Click on "Members"
6

Search for member and click on member's name

Search for member and click on member's name
7

Click on "Offices"

Click on "Offices"
8

Click on "Add"

Click on "Add"
9

Complete the information on the pop up regarding the office, start and end dates, and the lodge.

Complete the information on the pop up regarding the office, start and end dates, and the lodge.
10

Click on Add Lodge Office

Click on Add Lodge Office
11

Done 🚀

Done 🚀