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MY ROTARY BASICS
DISTRICT 9520
NOVEMBER 2014
October 2014
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HOW TO ADD A MEMBER
Click on Add/edit/remove member
1 1
2
3 Click on Add Members.
Go to rotary.org and sign in to MyRotary. Then go to Manage,
then Club Administration.
October 2014
Click Continue if you are adding
someone who is not in Rotary’s database.
4 First, click Search for an existing member to see if the new member is already in Rotary’s database (e.g., transferring member from another club or if you know that the new member has been a Rotaractor or alumni before.
5 Enter known information
and click Submit.
The system will search
for matching records.
Complete the required fields and click Save and Continue. You have
successfully added a new member.
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Transferring members can only be admitted to your club the day after their former club terminated their membership in MyRotary. Members who have not yet been
terminated by their former club cannot be admitted as an active member until this is done.
Once the search results appear, click
on the person’s name for the person you want to add, and click Add member
and Update Contact.
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HOW TO REMOVE A MEMBER
Click on Add/edit/remove member.
1 1
2
3 Find the member’s name on your list, and click Terminate.
Click Continue if you are adding someone who is not in Rotary’s database.
Go to rotary.org and sign in to MyRotary. Then go to Manage,
then Club Administration.
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Select the reason you are removing the member
and enter the termination date. Then click
Terminate.
4
Once you click Terminate, you will get this message
confirming that the member was removed.
Click OK.
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HOW TO EDIT MEMBER INFORMATION
Click on Add/edit/remove member
1 1
2
3 Click on Edit next to the member’s name.
Click Continue if you are adding someone who is not in Rotary’s database.
Go to rotary.org and sign in to MyRotary. Then go to Manage,
then Club Administration.
October 2014
4 Edit member
information and click the
appropriate button.
5 Make additional changes or confirm and click Save Changes.
Use this to edit member contact information.
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HOW TO PAY YOUR INVOICE
1
Go to rotary.org and sign in to MyRotary. Then go to Manage,
then Club Administration.
CLUB INVOICE
Scroll down on Club Administration page and select Pay or view
club invoice.
1
2
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Select your payment currency and select Continue to payment page to enter
your credit card information.
4 Enter your billing information and
select Continue.
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Invoice – 0031XX Club Dues
5 Confirm payment
information and select Continue.
6 Enter credit card information and
select Continue.
7 You will get this message to confirm your payment.
November 2013 – EN
My Rotary - www.rotary.org/myrotary
UPDATING CLUB OFFICER INFORMATION
Note: Club President, Secretary, Executive Secretary, Treasurer, Foundation Chair, Membership Chair are all able to update club officer information
ADD A NEW CLUB OFFICER
1. From Club Administration shown above under , click
2. Click to see a list of your
current club members.
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3. Click Add to select a member as an officer.
4. Click Edit Contact Info to update this member’s contact information. Click on Add Current Officer or Add Incoming Officer to assign his/her year in office.
5. Use the drop down menus to indicate the member's Position and the Start Date and End Date of the term. Click on Submit to finish this appointment.
6. Click to go back to the Update Club Data main page.
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EDIT YOUR CURRENT CLUB OFFICERS
1. Under Current Officers, you will see information about your current club officers. Click on Edit Contact Info to update their contact information.
2. Click on Edit Term to change current officers’ terms of office. To remove an officer completely, click on Remove.
3. To view open club officer positions for the current Rotary year, click .
November 2013 – EN
EDIT YOUR INCOMING OFFICERS
1. Under Incoming Officers, you will see information about your incoming club officers. Click on Edit Contact Info to update their contact information.
2. Click on Edit Term to change incoming officers’ terms. To remove an incoming officer completely, click on Remove.
3. To view open club officer positions for the incoming Rotary year, click .
MEMBER DATA FORMIf you have access to the Internet, membership changes can be reported through www.rotary.org/myrotary instead of using this form. This form can be used to report new or terminating members or membership information changes to RI. Use a separate form for each member. Please report the name as it appears in Latin alphabet in the individual’s passport or other government-issued document. This form can be downloaded and completed electronically at www.rotary.org. Send one copy to your district governor, keep a copy for your club files, and send the original form to:
ROTARY INTERNATIONAL, 1560 Sherman Avenue, Evanston, IL 60201-3698, USA Fax: +1-847-733-9340 Email: [email protected]
Rotary Club of District STATE/PROVINCE COUNTRY Member Name: FIRST MIDDLE INITIAL LAST Rotary Member ID#* *Only for resigning and transferring members. All new members will be provided with ID# by RI. Mailing Address: NUMBER AND STREET CITY
STATE/PROVINCE COUNTRY POSTAL CODE EMAIL
��ADD MEMBER DATE OF ADMISSION �� � Male � Female Date of Birth � � � � MM/DD/YY
*Transferring Member? If yes, provide Member ID# above. � Active Member � Honory Member � Past RI Director � Past District Governor Former Rotary Club of District STATE/PROVINCE COUNTRY Language Skills: New Member Sponsored by Subscription: � The Rotarian � Rotary regional magazine Sponsor’s Member ID# (if known):
��MEMBER INFORMATION DATE OF CHANGE � Change of Address MM/DD/YY Old Mailing Address: New Mailing Address: NUMBER AND STREET CITY NUMBER AND STREET CITY STATE/PROVINCE COUNTRY STATE/PROVINCE COUNTRY POSTAL CODE POSTAL CODE � Change of Email FORMER EMAIL NEW EMAIL � Change of Name FORMER NAME NEW NAME � Change Membership Type to � Active � Honorary
��TERMINATE MEMBER DATE OF TERMINATION �� Reason for Termination (check one)�� � � � � � � ��MM/DD/YY
� � Attendance (1) � Business Obligations (2) � Deceased (3) � Family Obligations (4) � Health / Personal (5) � Joining New Club (6) � Relocation** (7) � Other (8) Please specify ** If reason for termination is Relocation, please use the Membership Referral form at www.rotary.org/membershipreferral
CLUB SECRETARY (PRINT NAME) SIGNATURE DATE (MM/DD/YY)
EN—(114)
