Status and good standing are calculated from dates and payments. Override one only where the facts cannot express it, such as honorary standing or a board waiver.

Before you start

  • Check first why the status is what it is. A missing payment, approval or renewal usually explains it. See A member's status is wrong.
  • A status can only be overridden to Active or Lapsed.
  • A status override does not hide a suspension, resignation or closure, or a pending application.
  • You need a reason of at least 5 characters.

Steps

  1. Open the member record and click More, then Override status or standing.
  2. Under Override, choose Status or Good standing.
  3. Under Set to, choose:
    • for Status: Active or Lapsed
    • for Good standing: In good standing or Not in good standing
  4. Type a Reason. The dialog also shows what the status is calculated to be now.
  5. Click Apply override.

What happens next

You see "Override applied." The status or good-standing pill on the record shows a pencil icon. A bar at the top of the record shows Status overridden to the value you chose, or Good standing overridden, with your reason.

The override stays until someone clears it. It is recorded on Membership history and written to the audit log with your name and the reason.

To clear it:

  1. Click Clear on the override bar at the top of the record.
  2. Type a Reason.
  3. Click Clear override.

The status goes back to what the dates and payments give, or good standing goes back to what is calculated. Clearing is also recorded on Membership history and in the audit log.