Use this checklist to walk you through the process of adding new members to your chapter's Vault account.
Want additional help? Watch our webinar HERE where we walk you through each step.
New Member Prep
□ Upload this term's new members
• If updates are made in Vault: Chapter> Add New Members
• If updates are made outside of Vault: Updates will need to be made in your (Inter)National
Headquarters database and they will automatically import into Vault
□ Confirm the New Member's billing group charges are correct
• Billing> Billing Overview
□ Check to see if new members are missing charges due to being added after a billing cycle was already sent out
• Billing> Billing Overview
□ Know if you need to submit initiation reports, where to submit them, and when
• If updates are made in Vault: Chapter> Member Initiation Reporting
New Member Follow-up
□ Ensure new members have logged in
• Chapter> myOmegaFi Logins
□ Confirm charges have posted to new members' accounts
• Billing> Member List by Billing Group> Select a New Member> Transactions
□ Ask your new members if they have any questions on how to make payments on their account
□ Submit New Member/Initiation Reports if applicable
• If updates are made in Vault: Chapter> Member Initiation Reporting