Title: Pre-Processing for CO LMT Applicants
Original CoS Document (slug): pre-processing-for-co-lmt-applicants
Login Required to view? No
Attached File: Pre-Processing_for_CO_LMT_Applicants_and_Volunteer_Activists2025.pdf
The process is simple but not always easy, especially with applicants that don't check their email regularly. It is hoped that this process will remind applicants that checking email often (including junk/spam) is necessary to become an effective member of the CO COS Team
Created: 2023-06-04 18:17:41
Updated: 2025-02-18 14:55:39
Published: 2023-06-03 23:00:00
Converted: 2025-04-14T20:12:13.518037346
Pre-Processing for CO LMT
Applicants and Volunteer Activists
Processing BEFORE Starting
Onboard Checklist for Leadership
Roles
Step #1: Open the applicant's LMT
profile by clicking on the name
and getting their application
assigned to you.
Use the “Contact Log” button in
the “Notes and Comments”
section (right column), a drop
down menu will appear. Select
from the drop down menu and
record a brief note and press the
“+ add note” button. CB will then
assign the applicant to you for
training. Send email instructions
to the applicant using “CO-CO
Initial Vetting New Volunteer”
template, which can be modified if
needed BEFORE sending. If the
applicant receives the email and
follows the instructions it makes
the rest of this process MUCH
easier. Monitor applicant's LMT
profile following receipt of the
email. VOLUNTEER ACTIVIST is
the only role that requires NO ON
BOARDING CHECK LIST to be
completed. Putting the Volunteer
Activist to work according to the
responses on their survey is to be
handled by their DC and/or RC. All
LEADERSHIP roles require an on
boarding process to be completed
BEFORE assignment and a post-
assignment checklist to be
completed also.
Step #2 : If “Followup
Completed” is NOT checked
green, Complete the applicant's
Followup. You DO NOT need to
keep the applicant's follow up
open and/or in progress because
the applicant will be “followed” in
the LMT NOT the FUT. If
applicant's follow up has been
Completed (green check mark
showing), skip to Step #3,
otherwise, select the “open” box
next to the “followup completed”
and it will take you to the FUT
profile where you can scroll down
and make a note to yourself that
you will process the applicant
through the LMT. Then scroll to
the bottom of the page and click
on the blue “Completed” box, to
finish o the followup.
Step #3 : If “Is Volunteer” is NOT
checked green, click on the “Open
Profile” box.
Select the “Edit” tab at the top
right column. Scroll down to
“Other Information” on the right
and click on the “Is Volunteer” box
on the left. The box should turn
blue with a white check mark.
Scroll back up and click on the
blue “Update” box. Return to the
applicant's LMT profile and the “Is
Volunteer” should be checked in
green.
Step #4: If “Petition Signed” is
NOT checked green.
If applicant has NOT signed the
petition, go no further until they
do. Direct them to the
conventionofstates.com home
page and ask them sign. When
they have clicked on the red “send
to legislators” button, the
“Petition Signed” should turn from
x to a green check mark.
Step #5: If “Account Confirmed” is
NOT checked green.
The applicant must use the email
address that they registered with
COS to create and confirm their
COS account. If the “Account
Confirmed” line has a grey x, then
the applicant must create the
account and set a password. If the
“Account Confirmed” line has an
hour glass (pending) icon, the COS
account has been created but
remains unconfirmed. The
applicant should check their inbox
and/or junk/spam boxes to locate
the automated confirmation email
from COS. When the email is
located have the applicant open
the email and click on the
confirmation link listed there. If
the email can't be found…then
email the Applicant this link:
https://conventionofstates.com/u
sers/confirmation/new
The Applicant CANNOT be logged
in for this link to work. When the
Applicant clicks on this link, the
screen that comes up next, will
prompt for the email address
registered with COS. After
entering the registered email
address, the Applicant must select
the “Resend Confirmation Email”
button. This selection will prompt
CB to send another confirmation
email which should show up in
either the inbox or the junk mail,
any time from a few seconds to a
few minutes, depending on
several things I won't bore you
with. When the Applicant finds the
email, he/she should open and
click on the confirmation link. CB
will recognize the confirmation in
a few seconds or a few hours, and
turn the hour glass at the right of
the “confirmed account” line to a
green check mark.
Step #6: If the “Volunteer
Agreement is Signed” is NOT
checked green.
While the applicant is sitting in
front of a computer/device with
email open…you select the “send
req” button to the left of the
“Volunteer agreement is signed”
line. Chit chat with the Applicant
for a bit until the email from CB
shows up in the inbox or junk mail.
The Applicant should open the
email and click on the link inside
which will link to the volunteer
agreement. The Applicant should
read the items listed there and if
agreeable, fill in the form, then
select the “submit” button. Give it
a few minutes to register with CB
and all 5 check marks should
display green.
Step #7: If the Email Blast Opt-In
is NOT checked green.
Compose an email to the
applicant containing the following
link and instruct them to open the
email and click on the link:
https://conventionofstates.com/e
mail-subscribe
This online form will guide them
through the process of
resubscribing to receive email
blasts.
If the applicant has a text capable
phone, applicant is strongly
encouraged, but NOT REQUIRED
to opt-in for text blasts and SMS
messages at this time. Applicants
can update these two opt-ins from
their own profile pages when they
login to COS website.
Step #8: Applicant MUST enroll in
COSU and begin at least one
course there BEFORE assignment.
On the left side panel of the
applicant's profile, scroll to the
“COS University” entry. If the
applicant has enrolled in COSU
the number on the right will be in
blue otherwise it will be black. If
the number is in blue, it will link to
the COSU transcript for the
applicant. Examine the transcript
to ensure the applicant has
started at least one course, then
move to final Step #9 to assign.
Step #9: If the applicant is
Volunteer Activist, check their
COSU transcript then make the
assignment. If the applicant has
signed up for any other
role…move to the Onboarding
Checklist.
Rather than completing an ON-
Boarding checklist, Volunteer
Activists applicants MUST use
their COS credentials to register
with COSUniversity.com and start
at least one of the online courses
BEFORE assignment. To view
applicant's COSU transcipt, scroll
down on left side panel to “COS
University Courses”. If the number
to the right is blue click on it to
monitor applicant's transcript. If
the number to right is “0” in black,
the applicant has failed to enroll
in COSU and should be contacted
to encourage them BEFORE
assignment can be made. Once
the applicant has begun at least
one course at COSU, assign as a
Volunteer Activist. Scroll to the
bottom of the applicant's LMT
profile and make the assignment
using “Colorado” as the state and
filling in the correct SD and HD
numbers. Enter a quick note and
select the blue “Assign” button.
Putting the applicant to work
according to the responses on
their survey is to be handled by
their DC, RC or state leader. All
LEADERSHIP roles require on
board training and a post-
assignment process to be
completed. See the On Boarding
Cheat Sheet for help with the
onboarding process for
LEADERSHIP roles.
The process is simple but not
always easy, especially with
applicants that don't check their
email regularly. It is hoped that
this process will remind
applicants that checking email
often (including junk/spam) is
necessary to become an e ective
member of the CO COS Team. Also
opting out of receiving emails
blasts can result in failure to
receive email blasts from the CO
team. Email opt out should be
avoided.
For a more detailed explanation of
LMT Applicant Processing (pdf
doc) download:
https://conventionofstates.com/fil
es/lmt-applicant-
processing/download
*A new field has been added,
indicating the applicant's veteran
status. This indication is not
relevant for this process.