Platform
Chapter Management Hub.
Message: No active chapter affiliation
Error message
Error Message: The Contact selected for this Position must have an Active Affiliation to the Chapter.
This means the person you selected for the officer role is not a primary or secondary member of your chapter.
Steps to Resolve
Should the person be a primary or secondary member of your chapter?
Answer: Yes. To be added officially to your roster the member will need to apply for chapter membership through the Chapter Membership Portal (only members can view the chapter membership portal). As a reminder spouses/partners have chapter membership through the member.
Answer: No. The member is required to be a primary or secondary member of your chapter. The member will need to apply for chapter membership through the Chapter Membership Portal (only members can view the chapter membership portal). As a reminder spouses/partners have chapter membership through the member.
Is the person in the process of joining your chapter?
Answer: Yes. You must wait to enter the officer until they are fully approved to join your chapter and their start date with the chapter is the past. If they haven't started the process, they will need to apply for membership through the Chapter Membership Portal.
Is this a current YPO member who will graduate to your Gold chapter next FY?
Answer: Yes. You need help with data entry! Please complete the Chapter Officer Exception Request so we can help you.
Message: Chapter chair elect for a different chapter
Error message
Error Message: Member already listed as chapter chair elect for a different chapter.
This means the person you chose for the officer role is a chapter chair elect in another chapter. This is a violation of YPO's policies and procedures.
Steps to Resolve
Is the chapter chair elect your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter will need to elect a new qualified chapter chair elect for that term.
Message: Contact position must be a member
Error message
Error Message: The Contact for this Position must be a Member.
This means you chose a spouse/partner for a member-only role.
Steps to Resolve
Is the spouse/partner your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter needs to elect or appoint a qualified member for the role.
Message: No more than 3 one-year term chapter chair
Error message:
Error Message: A member can serve no more than three one-year terms as chapter chair in any one chapter. Contact your regional team for assistance.
This means you chose a member who has served 3 or more fiscal years as a chapter chair for the chapter. This is a violation of YPO policies and procedures.
Steps to Resolve
Is the member your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter will need to elect a new qualified chapter chair elect for that term.
Message: Position title must be an active chapter officer position
Error message
Error Message: Position title must be an active chapter officer position. Forum moderators must be added to the forum account, not the chapter account. If you need help, reach out to your Regional Manager.
This means you selected a non-chapter role for your chapter officer.
Steps to Resolve
Select the correct chapter role for your chapter officer.
Answer: In the Position field, enter "Chapter" before the officer role (e.g., Chapter Day Chair).
Message: Member type must match chapter type for chapter chair
Error message
Error Message: Member type must match chapter type for role.
This means you are attempting to add a YPO Gold or a YPO secondary member to serve as a chapter chair on your chapter board.
Steps to Resolve
Is the member your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter needs to elect or appoint a primary qualified member of that chapter for the role.
Message: Chapter Membership Officer in an Integrated chapter must be a member of YPO
Error message
Error Message: YPO policy states that chapter membership officers in an integrated chapter must be a YPO member. A gold member can serve in the role if they have a YPO counterpart during their term.
This means you entered a YPO Gold chapter membership officer before adding a YPO chapter membership officer into the chapter management hub.
Steps to Resolve
Is the YPO Gold chapter membership officer elect your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter will need to find a YPO chapter membership officer to fill the position.
Message: Chapter Chair in an Integrated chapter must be a member of YPO
Error message
Error Message: YPO policy states that chapter chair officers in an integrated chapter must be a YPO member. A gold member can serve in the role if they have a YPO counterpart during their term.
This means you entered a YPO Gold chapter chair before adding a YPO chapter chair into the chapter management hub.
Steps to Resolve
Is the YPO Gold chapter chair elect your only option for your chapter?
Answer: Yes. The chapter will need to apply for a Chapter Officer Exception Request.
Answer: No. The chapter will need to find a YPO chapter membership officer to fill the position.
Things to know
Ensure that current and elect officers are correctly entered by 1 November in the Chapter Management Hub. This will ensure that your chapter meets the chapter commitments, earns chapter health metrics points, and your officers received the correct officer education enrollments.
The Chapter Officer Exception Request is used when a chapter officer does not meet the qualification criteria per the YPO Policy and Procedures; an exception must be submitted for review. The review process will take 2-6 weeks and involves steps at the regional, committee, and global levels. Exception requests are not guaranteed for approvals.
The Chapter Membership Portal provides members a more accessible, transparent, and automated self-service tool that simplifies chapter transfers and management. Chapters view their data for the Chapter Membership Portal in the Chapter Management Hub (learn more).
How to get help
Reach out directly to your regional manager (RM) or chapters and regions community manager (CRCM) at concierge@ypo.org for additional support.