[State Leader] View, approve or disapprove pending batches for affiliated chapters

State leaders can view, approve or disapprove pending batches for affiliated student chapters (if your state opted to review memberships submitted after the first affiliated batch).

Things to understand:

For affiliated chapters, once the first membership batch has been state and nationally approved, all subsequent One Year (student) and/or Annual (alumni) memberships submitted to state will automatically be combined with the first batch and updated with the corresponding submission level status (i.e., state, national or approved). However, for student memberships, states can elect to review subsequent memberships before they join the first batch. These subsequent memberships appear in the Pending Batches area.

For student chapters, both teachers/advisors and state leaders can view Pending Batches (for those states that elect to review subsequent memberships). Also, both teachers/advisors and state leaders can disapprove Pending Batches. However, only state leaders can approve Pending Batches.

In Manage Batches, the Pending Batches area is located below the Actions area. However, the Pending Batches area will not appear unless there are batches to review.

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Begin in the Roster System in the Manage Batches menu.

If Pending Batches are visible, you can click either the Batch ID or  to view memberships for a specific batch.

If Pending Batches are visible, you can approve the batches.

Approve a single Pending Batch:

1. Click the checkmark for a Pending Batch
2. Click OK to approve the action. Watch for a green success message at the top of the screen.

Approve multiple Pending Batches:

1. Select Pending Batches to approve by one of the following methods:
   1. Select checkboxes to approve one or more batch(es)
   2. Click the top-left checkbox to approve all batches on the current page
   3. Choose Select all ## batches to approve all batches on all pages – This option only appears when there are more than 10 pending batches
2. Click Approve Pending Batches
3. Click OK to approve the action. Watch for a green success message at the top of the screen.

Disapprove pending batches:

If Pending Batches are visible, you can disapprove the batches.

Disapprove a single pending batch:

1. Click  for a Pending Batch
2. Click OK to approve the action

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

Disapprove multiple pending batches:

1. Select Pending Batches to disapprove by one of the following methods:
   1. Select checkboxes to disapprove one or more batch(es)
   2. Click the top-left checkbox to disapprove all batches on the current page
   3. Choose Select all ## batches to disapprove all batches on all pages – This option only appears when there are more than 10 pending batches
2. Click Disapprove Pending Batches
3. Click OK to approve the action. Watch for a green success message at the top of the screen.

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Additional help: View, approve or disapprove pending batches for affiliate chapters (State Leader) [PDF]