The transition process has you look over the information for your organization and confirm that everything is up to date. When you complete the transition process, you will be able to update your roster by marking old members as "former", updating any position changes for your current members, and adding in any new folks that joined.
Please note, you need specific admin access in order to transition an organization. If you do not see the options outlined below, please contact your Campus Administrator for assistance.
If you have received an email from Involve indicating that you need to Transition your Organization, follow the steps below to complete the transition process:
From any screen, hover over the left navigation menu on the left and select "Organizations" to bring up the organizations list.
Search for your Organization, then click on the three stacked dots to the far right of your organization's name. Select "Transition" from the menu that appears. If you don't see the word "Transition", look to make sure there's a blue box next to your organization's name that says "In Transition".
The next screen will be your Transition screen! The transition process has you look over the information for your organization and confirm everything is up to date; this includes your roster! If you complete the transition process, you will be able to mark old members as "former", update any position changes for your current members, and add in any new folks that joined.
Your campus has configured this form to meet the needs of your campus, so the questions contained in the form will vary. Your school may require a certain number of members or certain officer positions to be listed on the roster. Check to be sure all the fields with a red asterisk (*) have been completed fully as those fields are required. When you're done updating your Organization's information, scroll back to the top of the page and click on the green "Submit for Approval" button.
When you're done updating your organization's information, scroll back to the top and click the green submit button to submit your updates!
Your updates will go to an administrator for review. Once they have processed your request, you'll get an email letting you know! Only after your Transition request has been approved will you see the changes reflected on your Organization's page!
Please note: before you can transition an Organization, Transitioning must first be enabled. If you're an administrator looking to learn more about enabling Transitioning, click here!
To learn more about updating your Organization when it is not in transition, please see our article on Editing an Organization.
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