Membership Status Change Process
The Mass Membership Status Change Process is used to change the Member Status of members that have not paid for their renewals. The process provides filter criteria so that a subset of memberships could be updated at one time. The process also provides a report that can be reviewed before running the final update to change the status.
Typically, this process is run after the memberships expire, but before mass termination is run. This allows association to stop the benefits for non-paying members, but not necessarily terminate them.
Activity Diagram
List of Parameters
| List of Parameters | |||
| Srl | Parameter Name | Reqd | Usage and Comments |
|---|---|---|---|
| 1 | Member Type | Yes | Memberships of one or more Member Types or all of them could be selected for mass status change. |
| 2 | Member Status | Yes | Membership with one or more Member Status could be selected. |
| 3 | Compare Date | Yes | Membership records with following condition will be selected.Expiration Date + Grace Period < Drop DateNote: Grace Period is set for each Member Type. |
| 4 | New Membership Status | Yes | Status of selected records will be changed to this status. |
| 5 | Member Flag Action | Yes | None: Do not change Member Flag on CustomerSet: Turn on Member Flag on CustomerClear: Turn off Member Flag on CustomerNote: One of the action has to be chosen. |
| 6 | Status Change Date | Yes | Status Change Date to be stamped on the membership records. |
Tables Updated
| Tables updated | ||
| Srl | Table Name | Comments |
| 1 | mb_member_status change_process (mbc) | Records are created based on filter criteria (parameters) in this staging table. Report is produced from this table and final update is done for membership records in this table. |
| 2 | mb_membership (mbr) | Status Code and Status Change Date is updated in this table. |
| 3 | co_customer | Member Flag is updated based on the action [parameter] chosen. Please see the comments for the parameter. |
Process Details
As the records are processed from the staging table one by one, the membership record is updated as follows:
- Status Code = parameter
- Status Change Date = parameter
Update Customer table to update Member Flag based on parameter Member Flag Action.
Reports available with this process
| Reports available | ||
| Srl | Report Name | Comments |
| 1 | Membership Status Change Process Report | This report generated from staging table (mbc). It is intended for users to review the list of members whose status would change after Run Update. |