2015 LCI Hawaii Convention Brian Charvat MyLCI Customer Support Specialist Joe Schrepfer Enterprise Architect Poll Club Officer Poll District Officer Poll Sponsoring a Leo Club MyLCI Homepage ID: 460727
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MyLCI Tips and Tricks for Club Officers
2015 LCI Hawaii Convention
Brian Charvat – MyLCI Customer Support Specialist
Joe Schrepfer - Enterprise ArchitectSlide2
Poll
Club OfficerSlide3
Poll
District OfficerSlide4
Poll
Sponsoring a Leo ClubSlide5
MyLCI - Homepage
MyLCI custom home page provides:My Tasks – View role-based pending tasks for the month.
My Club
– View club’s personalized information.
My Info
– View your contact information.
My Members
– View status summary of membership reporting.
My Service Activities
– View club’s recent service activities and annual summary.
My Officers
– View officers that may be able to help you.Slide6
MyLCI - Homepage
MyLCI custom home page provides:Select a language – Change the MyLCI text language.
Select a different title –
By default you will log in as the highest ranked title.
Support Panel
– Displays information/guides to assist you with using MyLCI.
Training Area –
Practice submitting membership and activity reports.
Directory Link –
Search for clubs or officers.
Release Notes –
Shows enhancements and fixes made to MyLCISlide7
MyLCI
– My Lions Club MenuSlide8
MyLCI
– Members PageThe Members page allows you to:Add Member –
Add New Members,
Reinstate
Members and Transfer
Members
Report No Changes for Month –
Select this if no membership transactions occurred.
Edit Member
– Allows you to edit member information.
Drop Member –
Removes member from roster.
Create Family Unit –
Add/Edit/Remove Family UnitsSlide9
MyLCI – Member Confirmation PageSlide10
MyLCI
– Members Page FiltersYou can select certain member filters:Active Members
Student Members
Dropped Members
Added Lion Members
Associate Members
Life Members
Pending Transfers
New Members Without SponsorsSlide11
MyLCI
– Members Page Advanced SearchSlide12
MyLCI
– Club InfoClub Info page allows you to update:Club Web Address URLClub Meeting LocationSlide13
MyLCI
– Club Info – Find a Club
The Club Meeting Location and Website URL will display on the Find a Club page.Slide14
MyLCI – Club Officers
MyLCI officers page provides:Select Term – Select the term to manage officers, current or next. Select past years to view previous officers.
Officer Type
– Select between officers and local titles.
Add Local Title
– Enter your own title and assign an officer.
Add Officer
– Click to select an officer for the selected term.
End Officer Term
– Click to remove an officer.Slide15
MyLCI – Member Confirmation PageSlide16
MyLCI – Service Activities
MyLCI service activities page provides:Add Activity –
Enter a new service activity.
View/Print
– Print the service activities or create a PDF to e-mail.
Find Activities
– Find service activities for a specific month, theme, campaign, category, or from other parts of the world.
Edit Activity
– Edit an activity.
Delete Activity
– Delete an activity.Slide17
MyLCI – Add Service Activities
Add New Activity:MonthSignature ActivityActivity TypeActivity TitleActivity Description
Share this story
Centennial Service Challenge
Upload ImageSlide18
MyLCI – Service Activity Confirmation PageSlide19
MyLCI
– Service Activity – Find a Club
When an Activity is shared, it will display on the Find a Club page.Slide20
MyLCI Statements Page
MyLCI statements page provides:
Current Balance
–
Summary of your current balance.
Make a Payment
– Treasurers can click Make a Payment to pay their balance by credit card
or PayPal.
Paper Statements
– Click Opt Out of Paper Statements to go green and stop receiving statements in the mail.
Statements and Invoices
– View or print up to three years worth of statements and semi-annual dues invoices.Slide21
MyLCI Reports Page
MyLCI reports :Monthly Membership Report – View a specific month’s membership transactions.Slide22
MyLCI Monthly Membership Report
Monthly Membership Report ExampleSlide23
MyLCI Reports Page
MyLCI reports:Club Roster of Membership data – List of club members with Membership Type, Join Date and other Membership-related information.Slide24
MyLCI Club Roster of Membership Data Report
Club Roster of Membership Data Report ExampleSlide25
MyLCI Reports Page
MyLCI reports:Club Officer Report - List of Lions Club Officers for Current or Next Year.Slide26
MyLCI Club Officer Report
Club Officer Report ExampleSlide27
MyLCI Data Download Page
MyLCI data download page provides ability to:Download specific data for club members.Download specific data for current or next year’s officers.Slide28
MyLCI Membership Cards Page
MyLCI membership cards page provides:Select Paper Size –
Choose between Letter and A4 paper and 8 or 10 cards per page.
Color Option
– Print in color or black & white.
Good standing until
– Enter an expiration month for the cards.
Available Members
– Click on any members to print.
Selected Members
– Click on any members to remove from printing.Slide29
MyLCI
– My District MenuSlide30
MyLCI District Clubs Page
MyLCI district clubs page provides:List of clubs in district
Filter clubs
Add Club – New Club ApplicationSlide31
MyLCI New Club Application
Pending Submission
Pending District Governor Authorization
Pending LCI Authorization
Pending Completion
Pending LCI Final Approval
ApprovedSlide32
MyLCI New Club Application
Application Stages:Pending SubmissionThe creation of a new club starts in this stagePending CompletionDuring this stage, the charter members can be added, the officers can be assigned and the application can be submitted to LCI for final approvalSlide33
MyLCI New Club Application – Pending Submission
The application is made up of 6 simple sections:
New Club Information
Sponsoring Club
New Club Officers
Estimate of Charter Members
Club Criteria/Submit
Comments
The application begins in the Pending Submission stage.Slide34
MyLCI New Club Application – Pending Submission
A Confirmation page will display indicating that the new club application has been submitted to the District Governor for authorization
At this time a notification email is sent to the District Governor with copies sent to the Sponsoring Club President and SecretarySlide35
MyLCI New Club Application – Pending
Completion
Once the District Governor authorizes the application, it moves to LCI for review.
An email notification is sent with a copy to the Sponsoring Club
Once LCI Authorizes the application, it moves to Pending Completion.
An email notification is sent to:
The District Governor
The Sponsoring Club Officers
The New Club Officers
During the Pending Completion stage of the application:
The Sponsoring Club can enter the charter members and assign officers
The Charter Night Date can also be entered at this timeSlide36
A Confirmation page will display indicating:
The application has been submitted to LCIThe Total Charter Fee dueAn invoice for the Total Charter Fee was emailedFull payment is required for final approval
MyLCI New Club Application – Pending
Final Approval
At this time a notification email is sent to LCI with copies sent to the District Governor, the Sponsoring Club Officers and the New Club Officers
At this time an invoice email is sent to the New Club OfficersSlide37
MyLCI New Club Application –
Newly Chartered
Upon LCI Approval, the application moves to Approved status and the club becomes a Newly Chartered Club.
At this time a notification email is sent to the District Governor, the Sponsoring Club Officers and the New Club OfficersSlide38
Questions???
How to???Who to ask???Where is it???MyLCI@LionsClubs.org or 630-468-6900 (8am – 4:30pm Chicago)MyLCI Support Center