Friday, October 14, 2011

Chapter Inc. Procedures for Initiation

It’s the middle of October and many of our chapters are planning for Homecoming, alumnae weekends, midterms…and initiation. Initiation is a special time for all Delta Zetas – current collegiate members, alumnae, and especially those new members choosing to formally join our sisterhood. While this time is typically filled with excitement, for some chapter officers it can also cause nervousness to make sure that everything is done correctly. To make sure that everything runs smoothly, there are two processes in Chapter Inc. to keep in mind: request to initiate and changing new members’ membership type to initiate.
 
 
Request to Initiate
 
At least two weeks prior to Initiation, you must complete the Request to Initiate new members via Chapter Inc. To do this, please follow the below steps. If you are completing a change on multiple members, we require processing groups of 10 or less members at a time. It is important to note that member numbers will automatically be assigned by the system when you complete the Request to Initiate action. Therefore, please select your groups of Request to Initiate in alphabetical order.
 
  • In Metro, click Membership > Actions > Manage Members
  • Select the new members you wish to initiate via the checkbox next to their name and click continue
  • On the Additional Info Step, select the action “New Member Requests to Initiate” (see picture below)
  • Confirm all your changes on the Validation Step
  • Save and print a copy of the receipt for your records
 
If all requirements for a new member’s initiation have been met, initiation permits will be granted.
 
 
Changing New Members to Initiates
 
Within 48 hours following initiation, chapters must complete the Initiate Step in Chapter Inc. This will change the new initiates’ status from NEW MEMBER to INITIATE and will allow the Vice President to order badges. You will follow the process outlined above for Request to Initiate. In the Additional Info Step, now an option to initiate a member is visible (see picture below).
 
 
 
For more information on Lamplighting, initiation, and required procedures, we encourage you to review the memos available on Metro in the September and October editions of DZ Digest. And always remember that Delta Zeta volunteers and staff are here to help! Please email ChapterInc@dzshq.com with any questions about the request to initiate process and initiation membership changes.
 
 

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