The new Rotary year is underway. The dust is settling, and you discover a gap–a base that’s not covered in your leadership team. Thankfully a current officer steps forward and offers to cover both roles. Fantastic! Now how do you reflect both duties in the club leadership? Let’s take a closer look at the club position assignment feature in DACdb.

First, if someone was originally assigned a role and had to step down or moved away, remove the role from the outgoing person. Updating club positions is especially important to do before removing the individual from your roster. Do the following in this order:

  1. Go to My Club.
  2. Click on Admin Functions on the left.
  3. Select Edit Club Positions.
  4. Find the edit pencil to the left of the outgoing person’s name and click on it.
  5. In the Club Position Admin that opens, select the blue Edit button on the right.
  6. In the popup that opens, change the End Date to at least 24 hrs. prior to the next person assuming the role.
  7. Select Save to close the popup.
  8. Select Close to exit the Club Position Admin dialogue box and apply the change.

Occasionally, someone was simply assigned the wrong role. In that case, delete it by following steps 1 through 4 above. Only this time:

  1. Choose Delete instead of Edit.
  2. Put a check mark on the far left in the same row as the role to be removed. The column does not have a header name. It is to the left of the Active check marked column.
  3. Click Delete again to apply the change.
  4. Select Close to exit the Club Position Admin dialogue box.

Now you can add the second job to the member who agreed to wear multiple hats. This will be a little different than a singular row because both jobs need to be reflected in the same row of the positions table. Here are the steps to follow:

  1. In the same Edit Club Positions area, click on the edit pencil beside the name of the new person.
  2. In the Club Position Admin dialogue box, click on the blue Edit button on the right.

Now here’s where it gets a little dicey, so pay attention:

  1. A. If the member is adding the second role for an entire Rotary year:
  2. In the screen that opens, leave the July 1 Start Date and June 30 End Date unchanged.
  3. Find the small gray Edit button to the right of the Club Position Name column of the table.
  4. Scroll until you find the new position in the list and put a checkmark beside it.
  5. Leave the old position checked, too; both positions should be checked.
  6. Scroll down and click on Save in the lower right corner of the position listing popup.
  7. Now you should see both roles in the Club Position Name field.

 

  1. B. If the member is adding the second role for part of a Rotary year.
  1. Edit the end date of the single role to be a day before assuming both roles and Save.
  2. Now Add the two roles with the Start Date from now to the end of the Rotary year.
  3. This time select both roles in the popup and Save.
  4. Select Close to exit the Club Position Admin dialogue box.

Scroll up and click Update to confirm the application of all these changes. Now you can View your club roster and verify that the right people are reflected as club leaders above your club’s membership roster.

For detailed instructions and accompanying illustrations, please refer to our Help section in DACdb. Guidance on adding, editing and deleting club positions is covered in the Club folder along with a helpful how-to video.

Other club position tips:

  • If you added or edited a role and the individual should be among the club leaders that display above your roster, return to editing the individual and be sure the Leader column is checked.
  • If you want to change the order in which roles display above the club roster, return to editing the individual and adjust the Sort numeric value. For example, if the president-elect is showing ahead of the president, fix the Sort number in president to be 1 and president-elect 2.

With a little effort you can give significant recognition to your volunteer leaders who step up to the plate and accept multiple responsibilities. Remember to tip your own hat to them in appreciation.