Add New Member (Adult)

Add New Member (Adult)

In step 4 of the Update Roster procedure, the RP can click New Adult to add a new adult member to a unit. The following procedure describes the actions necessary once the RP has clicked New Adult.

1. At the Add New Member (Adult) screen in the Update Roster procedure, click New Adult.

2. Fill in the available fields. The following fields are required:

Transfer (if necessary)

Note: The RP should select the transfer check box if the new participant has a paid membership in another unit that will extend past the expiration date of this unit. Most often these are persons who moved from another council.

Selecting the transfer check box will cause three additional edit fields to appear that the user can use to supply information about where this member is transferring from (the fields that appear are the same fields that appear on the membership application).

Also, selecting the Transfer Fee will change the registration fee from $10 to $1.

First Name
Last Name

Primary Position

Note: The position drop-down menus include all the positions that Internet Rechartering can register. Internet Rechartering will not register functional positions such as pack treasurer. A position may be removed entirely by inserting the blank line at the top of the drop-down. Although up to four positions may be entered, it is rare for this to be permitted by BSA rules as most adults may serve in only one registered position in a unit.

Click Next.

3. At the Add Personal Data screen, fill in the available fields. The following fields are required:

SSN (for all except Tiger Cub Adult and Executive Officer)
Country
Address 1
City (for US)
State (for US)
Zip code (for US)
Date of birth (for all except Executive Officer)
Sex

Note: The address format changes if the user enters a different country code.

Click Next.

4. At the Add Business Data screen, fill in the available fields.

Click Save.

Result: The new adult member is added to the working draft of the charter renewal roster. Until the charter is submitted, the RP can modify this data through the Member Update feature.

5. If the RP thinks the Social Security number was entered incorrectly, the RP may return to the new record in Update Member. Open fields appear that will permit the number to be entered again and saved. The RP will not be able to see the first number that was entered, however. That number does not appear.

6. If a driver’s license number and state was entered, and the RP thinks the entry was incorrect, the record in Update Member will provide open fields to permit the DL number and state to be entered again and saved. The RP will not be able to see the first number and state that was entered, however. That number does not appear.