Finding a Member

On the menu go to: Membership -> Find Member. This will bring up a form that will allow you to search for members, and widows in your lodge. You are only allowed to look up records for you lodge.

Figure 1

The form contains fields for last name, first name, Grand Lodge number, and status. By default the results exclude deceased, suspended and expelled brothers. Should you want to include them click the appropriate check box to remove the check mark and add them to the results.

Once you have done a search, if there are any matching brothers you will see a list of them. This list is scrollable within the page. (Figure 2 #1)

Figure 2

If there are more brothers than will fit on the list, there will links to page through the results. (Figure 2 #2)

Next to each brother/person there are four buttons: Summary, Edit, View and Profile. (Figure 2 #3)

Clicking the Summary button (Figure 3 #1) will change the brief display of information presented at the bottom of the page. (Figure 3 #2) This will allow you to get a quick look at a brother’s information to make sure you are working on the correct record.

Figure 3

Clicking the Edit button will bring the brother up in the edit form.

Clicking the View button will bring up the information on the brother in read only mode.

Clicking the Profile button will produce a PDF file of the brother’s Masonic history.

Editing a Member's Information

To edit a member's information you first need to find the member.

On the "Find Member" result page click the "Edit" button (Figure 1 #1) to open the member’s record in edit mode.

Figure 1

The Edit Member screen contains a multi-tabbed form. Look along the top of the form and you will see tabs labeled: member data, contact info, lodge affiliation, events, other info and lodge info. (Figure 2 #1) Click the tabs to become familiar with how they function. Each tab contains information pertaining to a particular area. Any field that is editable will appear in a small box. (Figure 2 #2) Click into the box or use the tab key to navigate the form.

Figure 2

When you are finished making your changes click the "save" button.

Editing an Address

To edit a member's address you first need to find the member.

On the "Find Member" result page click the "Edit" button (Figure 1 #1) to open the member’s record in edit mode.

Figure 1

Once the member's record has loaded click the "contact info" tab. (Figure 2 #1)

Figure 2

Edit the address to your liking. Then select the change source (Figure 2 #2), either lodge, member or post office corresponding to where you received the new address information from. Then click the "save" button. Use the two letter abreviation for states and territories within the United States and Canada.

Entering a Registry Event

To enter a registry event such as passed, raised, dimited, etc. look up the member using the find member screen.

On the "Find Member" result page click the "Edit" button (Figure 1 #1) to open the member’s record in edit mode.

Figure 1

Once the members information has loaded click the events tab. (Figure 2 #1)

Figure 2

On this page there is a drop down list of possible events next to the “Add Event” label (Figure 2 #2). This list will only contain the events that are Constitutionally allowed and the brother’s Masonic status permits. Select the appropriate event (Figure 2 #2), enter the date of the event (Figure 2 #3), and click the add button (Figure 2 #4).

NOTE: It is unnecessary to send a Registry Form to the Grand Secretaries office for events you have added using MORI. Should you need a certificate of dimit or clearance though, you will still need to contact the Grand Secretaries office.

Adding New Members and Widows

Adding a New Member

To add a new member to your roster go to: Membership -> Add Member

This form is broken into three parts.

The top of the form collects the members name, the lodge they are joining and other general biographical information. Any field that is highlighted in light blue is a required field.

The second section is for the entry of degree information. The initiation date is required, but if the member has taken additional degrees you can enter all of this information at this time.

The third section is for the new member's contact information. MORI requires the entry of a home address for a new member.

Once you have filled in the form click the "next" button. MORI will validate the information that you have submitted and represent the form for confirmation. If all of the information is correct click the "confirm" button at the bottom of the form to add the member to your roster.

Adding a Window to Your Roster

To add a new widow to your roster go to: Membership -> Add Member. Fill in the form, selecting the Widow option, just below the Spouse name field.

Adding a New Domestic Affiliate

To add a new Domestic Affiliate go to: Membership -> Add Affiliate. Fill in the form selecting your lodge, as the lodge to affiliate with. If you are adding an Honorary member check the Honorary check box. After you have completed the form click the “Next” button.

The next page will show you the brother’s Masonic status in Grand Lodge, as well as the other domestic lodges they are affiliated with. If the brother is in good standing click the confirm key to add the member to your lodge.

Once you have added a member to your lodge you will be forwarded to the Find Member screen. This allows you to immediately look the member and set their Lodge Member Type.

Adding a New Foreign Affiliate

What is a foreign affiliate?

A foreign affiliate is any Mason who wishes to join a lodge in your Grand Jurisdiction who does not belong to a lodge in your Grand Jurisdiction.

Before you can vote on the petition for affiliation of a foreign Mason you must get clearance to do so from your Grand Lodge via the Grand Secretary.

How does MORI handle foreign affiliates?

The MORI system is designed to collect information about foreign affiliates, which is conveyed to your Grand Lodge to allow them to check the status of the brother. Once the brother’s status has been ascertained the affiliation will either be approved or denied. If your Grand Lodge approves a petition for affiliation by a foreign Mason, then and only then can the lodge ballot on the petition.

Entering a Petition for a Foreign Affiliate

On the main menu go to: Membership -> Add Foreign Affiliate. This form is broken into three sections. The top section contains basic information, like name, spouse, birthplace, etc.

The second section requires the initiation, passing and raising date for the member, as well as the lodge they currently belong to. The last column is a drop down list of all of the Jurisdictions recognized by your Grand Lodge.

Checking the Status of a Foreign Affiliation

On the main menu go to: Membership -> Pending Foreign Affiliations.

This page is broken into four sections: New, Pending, Approved and Denied. Pending foreign affiliations when first entered into the system, before Grand Lodge has taken any action on them, will be in the new section. Once Grand Lodge has begun to work on a petition it will be in the pending section. If a petition has been approved it will be moved to the approved section. If a petition is denied it will be moved to the denied section. While a petition is moving through the process there will be notes attached to it, which can be reached through the link in the options column. These notes will allow you to see what actions Grand Lodge has taken, and what responses they have received from the foreign jurisdiction.