Inactivation Procedure
Purpose: To maintain an efficient and relevant database by identifying and managing disengaged individuals, ensuring that only actively engaged members are listed in the primary community database.
Scope: This procedure governs how profiles with status Disengaged or Members of the Community Members are made inactive.
Procedure
Every Quarter Engagement Coordinator or Admin Designate will run these clean up lists after the Quarterly Membership Status Review Meeting.
Profiles with Membership Type: Disengaged
Disengaged profiles will be made 'Inactive' one year after after an individuals Disengaged date. (c.f. disengaged status criteria). The reason will be Unresponsive / Disengaged Clean Up.
Profiles with membership type: Community Member / Member of Another Congregation
Community Member / Member of Another Congregation profiles will be made inactive One year after their last activity however if they are a member of an active PCO group they will be kept as active, or registered for any event in the last month, or they have a note in their profile.
They will be made inactive, reason: community member cleanup.
List must be manually cleaned up Community Member Clean Up List.
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Classification of Disengaged Individuals:
- Criteria for Marking Disengagement:
- Newcomer: 3 consecutive months of no activity.
- Seeker: 6 consecutive months of no activity.
- Traveler: 9 consecutive months of no activity.
- Once an individual meets the above criteria, they are marked as 'disengaged' in the database. The date on which they are marked disengaged is recorded as the 'disengaged date'.
- Criteria for Marking Disengagement: