Usage
This step should be completed after an incoming chapter has received a member transfer request via email. Completing this step makes it easier for chapters to track incoming requests and notifies YPO that a request is being processed.
Platform
Chapter Management Hub (CM Hub)
Watch the video
Steps
Go to the Membership module in the CM Hub
1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.
Update status as Under Review
2. Select the Members Joining tab.
3. Select the view Members Requesting to Join.
4. Locate the member and check the Good Standing column to see if the outgoing chapter has provided a review.
5. If the Good Standing review has been received, use the dropdown action arrow next to their name to select Mark Under Review.
Until a good standing review has been received, the incoming chapter cannot update member transfer status in the CM Hub. To prevent delays, YPO will send reminders to the outgoing chapter to complete this step.
While waiting for a good standing review for the transferring member, the incoming chapter can view the member's profile. If they decide to proceed with the transfer request, they can begin their chapter membership process.
Things to know
This step will be triggered for the incoming chapter even if the Good Standing Review says Not Recommended. The chapter can decide how they want to proceed.
Completing this step makes it easier for chapters to track incoming requests and notifies YPO that a request is being processed.
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How to get help
Email concierge@ypo.org if you need support with this step.