Usage
Chapters need to update their officer ladders when changes occurs or when position is entered incorrectly. This keeps the data clean and improves the officer experience as YPO automates messages, officer community involvement and officer training invitations based on the data provided by our chapters.
Platform
Actions taken on the Chapter Management Hub and results are visible on YPO Connect
Watch the video
Steps
Resign a current officer
Resign a chapter officer if they started their term and resign from the role while serving as an officer.
1. Click on Operations.
2. In the Chapter Operations module, go to the Chapter Officers tab.
3. Locate the officer in the Current Chapter Officer list view who has resigned/ended their term early. Using the dropdown arrow next to their name, select Edit.
4. Update the fields:
Status = Resigned
End Date = Date resigned role
Reason for Leaving
5. Click Save.
Cancel an officer
Cancel a chapter officer if they have not started their term and can no longer serve as a chapter officer.
1. In the Chapter Management Hub, select the Operations module.
2. Select the Chapter Officers tab.
3. Locate the officer whose position needs to be cancelled and use the dropdown button next to the officer’s name, select Edit.
4. Update the Status as Cancelled.
5. Update the Reason for Cancelled.
6. Click Save.
Things to know
Updating the contact position with a Cancelled status will remove the contact position from the Chapter Officers list.
Use the Cancelled status if an entry has been made in error and you need to remove the officer from training invitations or automated messages.
Ensure that current and elect officers are correctly entered by 1 November in the Chapter Management Hub. This will ensure that records trigger the correct officer education enrollments.
How to get help
Reach out directly to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.