Petitions and Ballot Paperwork Wizard
Make the candidate file readable before the ballot has to rely on memory.
This wizard helps a brother choose the lodge, inspect the petition flow and ballot paperwork, name the weak seam, and turn that into a practical next-step brief.
It does not try to replace the actual candidate panel. It gives the Secretary and officers a calm order to work from before they drop back into the lodge's candidate file, meetings, and the Secretary study path.
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Where This Sits
This tool belongs to a larger way of working.
Use the wizard for the decision in front of you, then keep moving in the lane that supports the rest of the work. That way the tool does not become a one-off fix detached from the habits around it.
Secretary core workflow
Step 4 of 5: Petitions and Ballot Paperwork Wizard
Before this: Minutes and Records Wizard
After this: Lodge Correspondence Wizard
Keep this lane moving by handing yourself straight into the next tool once the present question is clear.
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Governance and candidate workflow
Step 4 of 5: Petitions and Ballot Paperwork Wizard
Before this: Investigation Committee Wizard
After this: Bylaws Change Wizard
Keep this lane moving by handing yourself straight into the next tool once the present question is clear.
Checking what the next tool in this lane still needs...