Usage
Forum is a bedrock of YPO, but for some members and spouses/partners they are not interested in being part of a forum. You can update their data so that as a chapter you know they have declined and also YPO knows that they are not interested in joining a forum.
Platform
Chapter Management Hub
Watch the video
Steps
Navigate to pending forum placement view
1. Click on Forums.
2. Navigate to Pending Forum Placement tab and select either the Primary Members Pending Forum Placement or Primary Spouses/Partners Pending Forum Placement view.
Edit the person's contact record
3. Find the person you need to update and click on the blue hyperlink in the Last Name column.
4. Click on the edit pencil next to the Member Forum Status Pending Placement field.
5. Select Declined from the drop-down options.
6. Click Save.
Declined forum view
After marking the person as declined for forum, they will be visible on the Pending Forum Placement > Declined Forum view
Things to know
Members or spouses/partners can only be marked as "declined" if they were previously in "pending placement" forum status. This is because they cannot be updated as declined if they have an active forum affiliation.
If a member has an active forum affiliation, remove them from the forum and allow the system to update the member forum status to equal pending placement prior to marking the member as declined in forum.
How to get help
Reach out to your regional forum and learning manager (RFLM) or chapters and regions community manager (CRCM) at concierge@ypo.org for additional support.