mylci overview for eu · 2017-06-01 · 1. a confirmation page will display indicating that the new...
TRANSCRIPT
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MyLCI
The Fastest Way to Start a New Club!
New Club Application
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District Governor
A District Governor supports and authorizes new clubs.
As a District Governor, you can: Create an application for a new club Authorize an application and submit to LCI for review Assign Guiding Lions, Extension Award Recipients and Co-
Sponsoring Clubs on an application Deny an application from proceeding forward
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An Application Has 6 Stages
1. Pending Submission2. Pending District Governor Authorization3. Pending LCI Authorization4. Pending Completion5. Pending LCI Final Approval6. Approved
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District Governor
Application Stages: Pending Submission
○ The creation of a new club application starts with this stage Pending District Governor Authorization
○ This is the second stage of an application○ The District Governor must authorize the application in order
to move it to the next stage○ An application can also be denied by the District Governor
during this stage Pending Completion
○ The District Governor can assign Guiding Lions, Extension Award Recipients and Co-Sponsoring Clubs during this stage
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1. On the Lions Club International website, select MyLCI
Create a New Club
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2. On the Welcome to the MyLCI Logon Page, type your User Name and Password and click Submit
Create a New Club
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3. From the MyLCI Home Page, select Clubs from the My District dropdown menu
Create a New Club
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4. On the District Clubs page, click Add Club
Create a New Club
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5. The New Club Application appears
Create a New Club
The application is made up of 6 simple sections:1. New Club Information2. Sponsoring Club3. New Club Officers4. Estimate of Charter
Members5. Club Criteria/Submit6. Comments
The application begins in the Pending Submission stage.
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Section 1 – New Club Information1. Enter the New Club Information
The Club Name has a help icon. Click this icon to get assistance with choosing an appropriate club name.
Country and State/Province are automatically populated based on the DistrictFour options are available for the Club Type
Comments are optional and can be added at any time throughout the application process
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Section 2 – Sponsoring Club
1. Select the Sponsoring Club
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Section 3 – New Club Officers1. Enter the New Club President and New Club Secretary information
At least one officer is required in order move the application forward
A duplicate check of existing members occurs and warnings will appear if active members are attempted to be entered
All fields are required for an officer to be added to the application
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Section 4 – Estimate of Charter Members1. Enter the charter member counts based on Membership Types expected
for the new club
Note that the Charter Fee shows based on the membership types entered
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Section 5 – Club Criteria/Submit1. Check the box indicating that the New Club Criteria has been read
• Select the New Club Criteria Form link to display a pdf of the New Club Criteria
2. Check the box indicating the application is ready to be submitted to the District Governor for authorization
3. Select Save
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New Club Application Confirmation1. A Confirmation page will display indicating that the new club application
has been submitted to the District Governor for authorization
At this time a notification email is sent to the District Governor with copies sent to the Sponsoring Club President and Secretary
A task is created for the District Governor and will display in the My Task panel on the MyLCI Home page
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Viewing a Saved Application
There are 2 ways to view a saved application:1. Navigate via the My District menu2. Use the My Tasks panel
The District Governor must now review the application and either authorize or deny the new
club from proceeding.
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1. Viewing a Saved Application – My District Menu1. Select the Clubs option from the My District menu
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Viewing a Saved Application – My District Menu2. Select the Find Clubs dropdown and choose a filtered view based on the
status of the application
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Viewing a Saved Application – My District Menu3. Select the View Application button
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2. Viewing a Saved Application – My Tasks Panel1. Select the task from the My Tasks panel on the MyLCI Home page
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2. If more than one application is pending, a filtered view appears. Select the View Application button
Viewing a Saved Application – My Tasks Panel
3. If only one application is pending for that task, the application will appear
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Pending District Governor Authorization1. Check the box indicating that the New Club Criteria has been read2. Check the box indicating authorization and that the application is ready to be
submitted to LCI
3. Select Save
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Pending LCI Authorization1. A Confirmation page will display indicating that the new club application
has been submitted to LCI
At this time a notification email is sent to LCI with copies sent to the District Governor and the Sponsoring Club President and Secretary
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Pending Completion
1. Once LCI Authorizes the application, it moves to the Pending Completion stage
2. Email notifications are sent to: District Governor, Sponsoring Club Officers and New Club Officers
3. During the Pending Completion stage: The District Governor can enter Guiding Lions, Extension Award
Recipients and Co-Sponsoring Clubs Use the My District menu to access the application as shown in
previous slides for navigation
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Pending Completion – Submit for Final Approval
1. Check the box indicating that the New Club Criteria has been read. New Club Presidents and Secretaries will be checking this for the first time.
2. Check the box indicating the application is ready to be submitted to LCI
3. Select Save
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1. A Confirmation page will display indicating:1. The application has been submitted to LCI2. The Total Charter Fee due3. An invoice for the Total Charter Fee was emailed4. Full payment is required for final approval
Pending LCI Final Approval
At this time a notification email is sent to LCI with copies sent to the District Governor, the Sponsoring Club Officers and the New Club Officers
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Newly Chartered Club!
1. Upon LCI Approval, the application moves to Approved status and the club becomes a Newly Chartered Club.
At this time a notification email is sent to the District Governor, the Sponsoring Club Officers and the New Club Officers