--Add/New

VERY IMPORTANT NOTE:  Before adding a *new* member, search the master spreadsheet and the master
removed list.
1. Member possibly in the dataset.
  a. A member may have added a middle initial or a different given name to their new project. (ie. Jo
  Branch = B. Jo Branch)
  b. Some members have different email addresses for different projects.
2. Member on the removed list.
  a. If a member is no longer on the master list, check the removed list.  If the removal date is
  prior to  March 2007 will not be in the dropped section of the dataset.
  b. A member whose record is now in the dropped section can be restored to the active membership.
  (See below.)

NOTE #1: If you see any of similarities have the EC regional member find out if this is the same
person already listed in the dataset.

NOTE #2: Do not use quotes when adding a nickname.  You will need to use asterisks or aka ___.  The
programming does not like quote marks. : )

NOTE #3: Always make sure you do not add a space before or after the name and/or email address when
copying and pasting.  A space after the surname in the system will give you a "Record not found"
message.  A space before or after the email will cause that member to not receive messages and/or
passwords for voting.
===
Click on the add/new button, then simply follow the instructions. Just remember that on the Personal
Data page
  a. to never click on the registration box. We cannot register members to vote.  The programming
  system does not allow an EC member to register members to vote.
  b. after adding the name and email address, click on Update Record.

Position Data page:
1. Filling in the position page:
  a. Choose the position or project.
  b. Next choose the state.
  c. This is the box where you place the date and county. (ie "Added 4 May 2008: Smith Co.)  The dates
  are important, if available, as the dates can tell the EC whether or not a member is eligible to run
  for office.
  d. Click on the "Click on this link" button.
The person is now added as a member.

Finishing:
1. After adding the member, you must do a find/go for the person.
  a. Put the member's ID and password into your spreadsheet.  Note that the ID number will change if
  the member registers to vote.
  b. If you look at the 3rd row you will see a red question mark next to the member's region.
  c. Re-open the record and click back through. It removes the invisible "Check Me" from the position
  data page.

You will receive a notice that appears that you are the new member.  A copy of that same notice will
go to the actual new member.

--Restoring a Member to active participation

A. Personal Data
1. Go into the dataset, then go to the dropped section.  Do a search for the person that you are re-
adding.
2. Check the Approved box.
3. Uncheck the Dropped box.
4. If the member was registered previously check that box. You can tell by looking at their ID number.
5. Uncheck the No Newsletter box.
6. Be sure to double-check the email address in case it needs updating.
7. Click on Update Record.

B. Position Data
1. Add the information just like you would for any other new member.
2. When you click on "done" this will move the member's record back into the active membership, so you
will have to click on the "Don't See Dropped" button.