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Member Onboarding Process

This page describes how the application and approval worfkow works, including the systems used.

High Level Process

Here's the basic flow:

  1. A prospective member goes to the joining_steps page and clicks the application link.
  2. The prospect fills out the application including information we need to evaluate the prospect.
  3. Upon submitting the application , an email is sent to each board member with a link to review the application.
  4. Each board member can approve or deny the application and put in a note (optional).
  5. If the prospect qualifies for approval by having a 2 more “ayes” than “nays”, an email goes out to the those assigned with the “approver” role. This occurs after one of the following conditions: happens:
    1. A net positive of 2 aye votes and a 4 day period passes.
    2. A net positive of 4 aye votes happens.
  6. If an Approver approves the prospect, the new member is sent an email given them instructions on what to do next (defined on joining_steps page).
  7. Once the member completes their paypal , they should connect with a person to get them setup with a fob after getting a copy of their state ID, verifying the waiver and verifying the payment.
  1. The same list but ordered
  2. Another item
    1. Just use indention for deeper levels
  3. That's it