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MyLCI The Fastest Way to Start a New Club! New Club Application

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Page 1: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

MyLCI

The Fastest Way to Start a New Club!

New Club Application

Page 2: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 3: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 4: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 5: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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1. On the Lions Club International website, select MyLCI

Create a New Club

Page 6: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 7: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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3. From the MyLCI Home Page, select Clubs from the My District dropdown menu

Create a New Club

Page 8: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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4. On the District Clubs page, click Add Club

Create a New Club

Page 9: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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.

Page 10: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 11: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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Section 2 – Sponsoring Club

1. Select the Sponsoring Club

Page 12: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 13: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 14: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 15: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 16: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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.

Page 17: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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1. Viewing a Saved Application – My District Menu1. Select the Clubs option from the My District menu

Page 18: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 19: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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Viewing a Saved Application – My District Menu3. Select the View Application button

Page 20: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 21: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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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Page 22: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 23: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 24: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 25: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 26: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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

Page 27: MyLCI Overview for EU · 2017-06-01 · 1. A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization

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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