Setting Up New Members and Services

To set up New Members and Services, complete the following steps:

1. Add and update department names and assign users to a department to assign and escalate records:
   • Viewing the Department List
   • Adding a Department
   • Setting Up Department Escalations
   • Deleting a Department
2. Define the products and services that will be available in the Available Products and Services box on the Member Request tab at the credit union branch level:
   1. Viewing the Product List
   2. Adding a Product or Service
3. Bundle products and services to streamline the new member origination process and ensure that all the appropriate products and services are set up for the member:
   1. Viewing the Bundle List
   2. Adding or Updating a Bundle
4. Create credit union-defined product groups and define member eligibility for use with New Members & Services:
   • Defining Product Groups and Member Eligibility
5. Set up the sequence of the available products and services listed in the Available Products and Services box and define the default products and services to appear in the Member Elected Products and Services box on the Member Request tab at the credit union branch level:
   1. Defining the New Member Service Sequence
   2. Copying the New Member Service Sequence
6. Add customized messages for users within New Members & Services to assist employees with adding new members or setting up products and services for existing members:
   1. Viewing Customized Messages
   2. Adding a Customized Message
7. Establish the member verification processing sequence:
   1. Defining the New Member Verification Sequence
8. Add new ownership types to the list of pre-defined ownership types and specify required documents:
   1. Viewing the Ownership Type List
   2. Adding and Maintaining an Ownership Type
9. Customize Portico fields:
   1. Viewing the Customized Field List
   2. Customizing a Field
10. Specify the number of days an application must be completed before it will be purged from the Application Queue tab:
    1. Defining the Application Queue Purge Criteria
11. Set up document processing for producing new member and/or service forms within New Members & Services (optional):
    1. Associating Processes to Documents
    2. Associating Documents to a Process
    3. Updating a Document/Process Association