Intake Season

Membership Intake Season is a set of workflow rules that the chapter and region are required to complete for individual chapters to accept new initiates into the organization. An Intake Season has a start and end date in which chapters can only operate with in these dates.

Intake Season Types

1. Cluster

   1. Chapters are unable to create a planning document and participate in the intake season until the region creates at least 1 cluster.

      • See Creating a Regional Cluster

      • See Creating a Chapter Planning Document

   2. Chapters are required to register for a regional cluster. Each region participating can create 1 or more cluster events.

   3. Chapter candidates are confirmed as members by Regional Cluster End Date.

2. Non Cluster

   1. Chapters are able to start an intake season as soon as a Intake season is created.

   2. At the end of the Intake Season chapter candidates are confirmed as Members

      1. see Closing

National Intake Season Documentation

• Create New Intake Season

• Managing Intake Season

  • Intake Fees

  • Membership Application

  • Intake Season Prerequisites

  • Intake Season Post Task

  • Electronic Payments

  • Required Documents

  • Planning Document Meetings

  • Participating Regions

• Closing and Finalizing Intake Season

• Planning Documents

• Master Intake Documents

• Prospects

• Candidate Applications

  • See Candidate Applications

Regional Intake Season

Local Chapter Intake Season

Completing An Intake Season

Confirming Cluster

• Each chapter who showed interest in participating in the Intake Season cluster must have a Denied or Approved Master Intake Document

• Each chapter’s candidates must be verified to Confirm the Chapter.

• Once all cluster chapters confirmed, then the Cluster is considered “Confirmed”

Converting “Confirmed” Chapter New Candidate Initiates to Members

• New Initiate gets new Profile as Member with new Membership Number

• New Initiate Member Profile is exported into National System

• New Initiate Member is added to the existing approved Chapter Roster