As of 7.6.0, the online directory allows web users using the online directory to either search for members by membership information and/or to view current membership information for members in the directory.
Data in the table that holds membership order information for online directories is populated and kept up to date by the MBR800 batch process. You can schedule this batch process to run as frequently as needed. It is recommended that you run the process two to four times a day so that online member directories are kept up to date.
The online directory membership order table(s) contain records for all current, active members for national membership, chapter membership, and SIG membership. Parameters for this batch process identify whether a single table is to be used or the following three tables are to be used:
· Mbr_Directory_Membership
· Mbr_Chapter_Directory_Membership
· Mbr_Section_Directory_Membership
If you have implemented separate directories for chapters and sections, all three tables should be populated. In this way, queries against chapter and section directories can be executed against tables with a significantly lower number of records than a table with all membership records.
MBR800 does three things:
· Create new records in the table for new members
· Update existing records to extend the end date of members when members renew
· Delete existing records when a membership lapses and is not renewed
Additional parameters for this batch process identify whether memberships from only the primary member group should be included or all member groups and whether members in grace should also be included. Although each organization using the new online member directories has the option to edit the stored procedure so that the selection logic exactly meets each organization’s requirements, these parameters have been provided in this batch process because limiting the process to the primary member group and excluding members in grace will cause the batch process to complete more quickly.
Only
one instance of MBR800 process should be run at a time. MBR800 takes into
account the last time it was run and only updates the incrementally changes
that happened since the last run time. Running multiple instances of MBR800
with different parameters will result in inconsistent data. If there is
a need to change the parameters of MBR800 process after the first run,
it is recommended that you purge the three tables and run the process
again.
MBR800
excludes members with a membership that has a line status of “H”. It
is assumed that you run MBR900
on a regular basis to keep fulfill statuses up to date.
Parameter |
Description |
Required? |
|---|---|---|
Run Mode |
Mode in which the report runs: · EDIT (default) · PROD |
Yes |
Organization |
The Organization ID for which the report will run. |
Read-only |
Organization Unit |
The Organization Unit ID for which the report will run. |
Read-only |
Populate separate table for chapters? |
If separate online directories have been implemented for individual chapters, set this parameter to "Y"; otherwise, set to "N". |
Yes |
Populate separate table for SIGs? |
If separate online directories have been implemented for individual sections or special interest groups, set this parameter to "Y"; otherwise, set to "N". |
Yes |
As Of Date |
Enter the date to use for selecting membership records. All membership orders with a cycle begin date less than or equal to this date and either a cycle end date or grace date (depending on whether members in grace are being included) greater than or equal to this date value will be selected. If the job is being scheduled to run, select TODAY as the value. |
Yes |
Only Include Primary Member Group? |
If the membership directory should only include members with memberships in the primary member group, set this parameter to "Y". If you have more than one member group and want members with memberships from all member groups to be included in online directories, set this parameter to 'N". |
Yes |
Include Members in Grace? |
If the membership directory should include members with memberships in grace, set this parameter to "Y". Set to "N" to exclude members in grace. |
Yes |
Include Named Associates? |
If the organization wants named associates to be included in online member directories, set this parameter to Y; otherwise, set to N. |
Yes |
Select one or more Level 1 codes |
To limit the batch process to a subset of membership orders based on one or more Level 1 codes, select or enter the Level 1 code(s) to be processed. |
No |
· Selects records to insert into Mbr_Directory_Membership from Order_Detail and Order_Mbr_Associate for active current memberships where the order number, order line number doesn’t exist in Mbr_Directory_Membership, Mbr_Chapter_Directory (if being used) or Mbr_SIG_Directory_Membership (if being used) for:
o Individual members
o Corporate members
o Named associates
· Selects records for update in Mbr_Directory_Membership, Mbr_Chapter_Directory (if being used) or Mbr_SIG_Directory_Membership (if being used) from Order_Detail and Order_Mbr_Associate for active current memberships where the order number, order line number does exist in Mbr_Directory_Membership but that has a change since last MBR800 run date:
o Changes based on Order_Detail.MODDATE:
§ FULFILL_STATUS_CODE change
§ CYCLE_BEGIN_DATE change
§ CYCLE_END_DATE change
§ RENEWAL_DATE_NEXT_ORDER change (from NULL to not NULL)
o Changes based on Order_Mbr_Associate.MODDATE:
§ ASSOCIATE_CLASS_CODE
§ ASSOCIATE_STATUS_CODE
· Selects records for deletion from Mbr_Directory_Membership, Mbr_Chapter_Directory (if being used) or Mbr_SIG_Directory_Membership (if being used) where membership order lines have expired, been transferred, or have been set to status of expelled or suspended. Also, if named associate records have been deleted, those records in the directory tables will also be deleted.
