Project Laura

Coming Soon

A Member Experience System. Re-imagine what club & member management software looks like.

Filtering by Tag: nomination form

Nomination Form

The nomination system in Project Laura has two nomination forms.  One is public facing and the other is accessible from inside a Member Applicant profile.

Link: https://www.projectlaura.co/nomination

To start an application for a profile that already exists (only for guest profiles), go to that profile, and then on the Account Card for that profile, click or tap on Nominate for Membership.  

When nominated the profile type changes to a Member Applicant.  At this point you can click or tap on Create Application, and then edit the form on the right side of the profile page.

The nomination flow in Project Laura is broken down into four broad steps, each with its own requirements.  

  • 1st is the Nomination form, with all the applicant’s details.  Within than you also have separate steps for referrals, deposit information, and a summary of the completion of those steps.
  • 2nd is the Committee and Board approvals, here the membership team can update the record of the application to include any notes.
  • 3rd is posting, where nominees are posted publicly to the membership for 21 days.
  • 4th is the final approval.

When fully complete, pressing the green approve for membership button will transfer the profile to a Member Full profile type, and the membership application process will be complete.
 

Viewing Applicants

The Applicants view is a special view of the Roster.  It’s been pre-filtered to show only Member Applicant Profiles.  The Applicants view gives you a few special abilities when it comes to processing applicants.

Batch Processing

On the left hand side of the window you have a check box for every applicant profile.  Check off as many profiles you like, and then from the pop up bar in the middle you can select to affect their nomination status.

Status & Progress

In the middle of each profile in the Applicants view, you have the status and nomination progress of each profile.  As a profile checks off steps in their nomination, you can see the nomination progress by the number of green boxes in the profiles progress view.  The status of the application shows at which point in the process they are, and it can be changed by clicking or tapping on the status arrow.

statuschange.gif

How do I Create a Profile?

Profiles can be created two different ways; through the create profile button at the top of the Navigation Bar, or via the nomination form.

Creating a Profile from the Navigation Bar

On the top of your window is the navigation bar, on the right of the bar is a button labeled ‘Create Profile’.  Click or Tap on this button and window will appear. In this window enter the first, middle, and last names of the profile you want to create, as well as the email and phone number.  Select the type of profile you want to create. Click or tap on the save button to create the profile.

You will then be asked if you want to visit the new profile or go back to create another.

Note: First Name, Last Name, Email, and Profile Type, are required in order to create a profile.

Creating a Profile from the Nomination Form

If someone is applying for membership, they can create their profile and fill in their nomination form online.

Link: www.projectlaura.co/nomination

Here a prospective member will fill in the required and supplementary information about themselves into the form.  When complete and the prospective clicks save & submit, their profile will be created as a “Guest : Prospective Member”.  If they input spousal information into the form, a profile will also be created for their spouse.