Add Proposed/Balloted Date (Candidate)

Description

If you have, prior to going live on Hermes, Proposed and/or Balloted for a Prospective Member, you can record this using the 'Add Proposed/Balloted Date' screen. If you do not enter these historical dates, you will not be able to select the appropriate agenda item in 'Meeting Management'.

Please Note: In the case of balloting for a Joiner, within Hermes the ballot is now the point at which the Joiner becomes a member of the Lodge/Chapter, so please only use 'Ballot for a Joiner' on the meeting that they plan to join.

Step by Step Instructions

Step 1: Open the ‘Prospective Members’ screen within ‘Member Management’

Step 2: Click on the Candidate's 'Name' in the 'Prospective Members' list

Step 3: Click on the blue button at the top of the screen saying 'Add Proposed/Balloted Date'

Step 4: Another screen opens and you can see either 1 or 2 boxes to add these dates, as applicable. These dates should be the actual dates he was proposed and balloted prior to Hermes

Step 5: Click 'Save' 

Step 6: Upon reading the confirmation message, click 'OK' to confirm the change 

Additional Information

•   This functionality will only exist for the roll out phase of Hermes as you should have caught up with any new members to your Lodge or Chapter within a few months of your go-live date.

•   For all new Enquirers, please follow the prescribed process using the Agenda item “To Propose” which will populate the date in the database

•    In the case of balloting for a Joiner, within Hermes the ballot is now the point at which the Joiner becomes a member of the Lodge/Chapter, so please only use 'Ballot for a Joiner' on the meeting that they plan to join.