[State Leader] Approve or cancel chapter leadership requests

State leaders can approve or cancel leadership requests submitted by new, self-transferred and/or returning chapter leaders (i.e., teachers/advisors and/or alumni leaders).

Begin in the Roster System under Manage Chapter Leadership.

SELECT A LEADER TYPE

If you manage both teachers/advisors and alumni leaders, you may need to select a specific Leader Type in the Search area.

  1. Select Teacher/Advisor or Alumni Leader – The default is Teacher/Advisor unless you only have Alumni responsibilities
  2. Click Search

APPROVE PENDING LEADER REQUEST(S)

With the appropriate Leader Type selected, you can now approve pending request(s).

Approve a single request:

  1. Click the  for a specific pending request
  2. Click OK to approve the action

Watch for a green success message at the top of the screen.

Approve multiple requests:

  1. Select Pending Requests to approve by one of the following methods:
    1. Select checkboxes to approve one or more pending request(s)
    2. Click the top-left checkbox to approve all pending requests on the current page
    3. Choose Select all ## requests to approve all pending requests on all pages – This option only appears when there are more than 20 pending requests
  2. Click Approve Request(s)
  3. Click OK to approve the action

Watch for a green success message at the top of the screen.

Important

Once approved, the chapter leader will appear in the Chapter Leader grid.

CANCEL PENDING LEADER REQUEST(S)

With the appropriate Leader Type selected, you can now cancel pending request(s).

Cancel a single request:

  1. Click the  for a specific pending request
  2. Click OK to approve the action

Watch for a green success message at the top of the screen.

Cancel multiple requests:

  1. Select Pending Requests to cancel by one of the following methods:
    1. Select checkboxes to cancel one or more pending request(s)
    2. Click the top-left checkbox to cancel all pending requests on the current page
    3. Choose Select all ## requests to cancel all pending requests on all pages – This option only appears when there are more than 20 pending requests
  2. Click Cancel Request(s)
  3. Click OK to approve the action

Watch for a green success message at the top of the screen.

Important

Canceled requests will disappear from Pending Requests.


Additional help: Approve or cancel chapter leadership requests (State Leader) [PDF with screenshots]

Updated on June 24, 2021

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