ÿþ<html> <head> <title>BETA ALPHA PSI Fraternity</title> <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"> <link href="/style/css.css" rel="stylesheet" type="text/css"> </head> <body leftmargin="0" topmargin="0" marginwidth="0" marginheight="0"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td width="553" height="92" valign="middle" background="/images/banner.jpg"> <table width="552" border="0" cellspacing="0" cellpadding="0"> <tr> <td width="60">&nbsp;</td> <td width="138">&nbsp;</td> <td width="77">&nbsp;</td> <td width="72">&nbsp;</td> <td width="44">&nbsp;</td> <td width="72">&nbsp;</td> <td width="73">&nbsp;</td> </tr> <tr> <td>&nbsp;</td> <td>&nbsp;</td> <td ><div align="center"><a href="http://www.bap.org" class="bodytextboldwhite">BAP Home</a></div></td> <td> <div align="center"><a href="/Faq.htm" target="_blank" class="bodytextboldwhite">PCA FAQ</a></div></td> <td> <div align="center"><a href="/pca.htm" target="_blank" class="bodytextboldwhite">PCA</a></div></td> <td> <div align="center"><a href="/RIGuide.htm" target="_blank" class="bodytextboldwhite">RI Guide</a></div></td> <td class="bodytextboldwhite">&nbsp;</td> </tr> <tr> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> </tr> </table> </td> </tr> <tr> <td width="100%" height="5" bgcolor="#D72933"></td> </tr> </table> <table width="100%" border="0" cellpadding="0" cellspacing="0" background="/images/bg.jpg"> <tr> <td height="250" valign="top"> <table width="95%" border="0" align="center" cellpadding="0" cellspacing="0" bordercolor="#00ff00"> <tr> <td width="100%" align="left" valign="top" bgcolor="white" class="BodyTextNormal"><br> &nbsp;&nbsp; <strong>Reporting Intranet Guide</strong><br> &nbsp;&nbsp;&nbsp;Last updated: March 16, 2004 <blockquote> <!--All content follows this line --> <a name="_Toc46480580"></a> <p><a href="#_Toc49877059">Tasks by Timeframe</a> <blockquote> <a href="#_Toc49877060">Beginning of the Year (Due Oct. 15)</a><br> <a href="#_Toc49877061">Monthly Reporting</a><br> <a href="#_Toc49877062">Initiation</a><br> <a href="#_Toc49877063">End of the Year (Due June 1)</a> </blockquote> <a href="#_Toc49877064">Overview</a> <blockquote> <a href="#_Toc49877065">Understanding the Sections within the Reporting Intranet</a><br>&nbsp;&nbsp;&nbsp; <a href="#_Toc49877066">Chapter Information</a><br>&nbsp;&nbsp;&nbsp; <a href="#_Toc49877067">Document Library</a><br>&nbsp;&nbsp;&nbsp; <a href="#_Toc49877068">Activity Reports</a><br>&nbsp;&nbsp;&nbsp; <a href="#_Toc49877069">Members</a><br> <a href="#_Toc49877070">Understanding the RI s Inbox Approval Process</a> </blockquote> <a href="#_Toc49877071">Procedures</a> <blockquote> <a href="#_Toc49877072">Updating Chapter Information</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877073">Understanding Chapter Information and Login Rights</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877074">Entering/Reviewing Updates, Submitting for Review, and Verifying Approval</a><br> <a href="#_Toc49877075">Working with the Document Library</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877076">Understanding the Document Library and Login Rights</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877077">Uploading Documents</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877078">Verifying Documents Uploaded to the Document Library</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877079">Replacing Documents in the Document Library</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877080">Updating the Description or Document Type in the Document Library</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877081">Downloading Documents from the Document Library</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877082">Deleting Documents from the Document Library</a><br> <a href="#_Toc49877083">Understanding the Activity Check List and Login Rights</a><br> <a href="#_Toc49877084">Working with Activity Worksheets</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877085">Understanding Activity Worksheets, Deadlines, and Login Rights</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877086">Understanding the YTD Professional Summary</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877087">Understanding the YTD Service Summary</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877088">Understanding the Legend: YTD Baseline &amp; Award-seeking Activities</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877089">Creating Activity Worksheets</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877090">Submitting Activity Worksheets for Review</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877091">Editing Activity Worksheets</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877092">Deleting Events from Activity Worksheets</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877093">Deleting Activity Worksheets</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877094">Returning Activity Worksheets to the Reporter Inbox</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877095">Resubmitting Activity Worksheets Returned by the National Office</a><br> <a href="#_Toc49877096">Updating Membership Information</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877097">Understanding the Standard Sequence from Pledge to Active Member</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877098">Understanding the Adjusted Member Pledge Base (AMPB)</a><br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<a href="#_Toc49877099">1. Adding Pledges</a><br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<a href="#_Toc49877100">2. Mailing Total Amount Due to the National Office </a><br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<a href="#_Toc49877101">3. Submitting Pledges to the Faculty Inbox</a><br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<a href="#_Toc49877102">4. Submitting Pledges to the Initiates/National Office Inbox</a><br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<a href="#_Toc49877103">5. Monitoring Active Members List for National Office Approval of Initiates</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877104">Changing Other Member Statuses Throughout the Year</a><br> &nbsp;&nbsp;&nbsp;<a href="#_Toc49877105">Editing an Individual s Information (Other than Status)</a> </blockquote> <a href="#_Toc49877106">Appendices</a> <blockquote> <a href="#_Toc49877107">Procedures for Mailing Payments to the National Office</a><br> <a href="#_Toc49877108">Understanding Minimum Eligibility Requirements for Membership</a> </blockquote> </P> <h1><a name="_Toc49877059"></a><a name="_Toc49846320">Tasks by Timeframe</a></h1> <h3><a name="_Toc49877060"></a><a name="_Toc49846321"><a name="boyr_tasks"></a>Beginning of the Year (Due Oct. 15)</a></h3> <p><span style='font-size:10.0pt; font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Updating_Chapter_Information"><span style='font-size: 10.0pt;font-family:Arial'>Update Chapter Information</span></a></p> <p><span style='font-size:10.0pt; font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Upload_Documents"><span style='font-size:10.0pt; font-family:Arial'>Upload Plan of Activities</span></a></p> <p><span style='font-size:10.0pt; font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Uploading_Documents"><span style='font-size:10.0pt; font-family:Arial'>Upload Chapter Bylaws (if changed)</span></a></p> <h3><a name="_Toc49877061"></a><a name="_Toc49846322">Monthly Reporting</a> </h3> <p><span style='font-size:10.0pt; font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Update_Membership_Information"><span style='font-size: 10.0pt;font-family:Arial'>Update Member Information</span></a></p> <p><span style='font-size:10.0pt;font-family: Arial'>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Uploading_Adding_Pledges"><span style='font-size:10.0pt; font-family:Arial'>Add a Pledge</span></a><span style='font-size:10.0pt; font-family:Arial'> (if applicable)</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Changing_Other_Member"><span style='font-size:10.0pt; font-family:Arial'>Change Member Statuses</span></a><span style='font-size: 10.0pt;font-family:Arial'> (if applicable) </span></p> <p><span style='font-size:10.0pt; font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Entering/Reviewing_Updates,_Submitting"><span style='font-size:10.0pt;font-family:Arial'>Update Chapter Information</span></a><span style='font-size:10.0pt;font-family:Arial'> (if changed)</span></p> <p><span style='font-size:10.0pt; font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Working_with_Activity"><span style='font-size:10.0pt; font-family:Arial'>Enter Activity Worksheets</span></a></p> <p><span style='font-size:10.0pt; font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Uploading_Documents"><span style='font-size:10.0pt; font-family:Arial'>Upload Reaching Out Activities</span></a></p> <h3><a name="_Toc49877062"></a><a name="_Toc49846323">Initiation</a></h3> <p><span style='font-size:10.0pt; font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Submitting_Pledges_to_1"><span style='font-size:10.0pt; font-family:Arial'>Submit Pledges to Initiates/National Office Inbox</span></a></p> <p><span style='font-size:10.0pt; font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Enter as </span><a href="#_Creating_Activity_Worksheets"><span style='font-size:10.0pt;font-family: Arial'>Professional Activity Worksheet</span></a><span style='font-size:10.0pt; font-family:Arial'> with 0 hours</span></p> <p><span style='font-size:10.0pt; font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Special Step for 2<sup>nd</sup> Initiation:</span></p> <p><span style='font-size:10.0pt;font-family: Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Uploading_Documents"><span style='font-size:10.0pt; font-family:Arial'>Upload a  Second Initiation document to the Document Library</span></a><span style='font-size:10.0pt;font-family:Arial'> for Reaching Out Activities containing the initiation date and names</span></p> <h3><a name="_Toc49877063"></a><a name="_Toc49846324"><a name="eoyr_tasks"></a>End of the Year (Due June 1)</a></h3> <p><span style='font-size:10.0pt; font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Uploading_Documents"><span style='font-size:10.0pt; font-family:Arial'>Upload Documents in the Year-End Report</span></a><span style='font-size:10.0pt;font-family:Arial'>:</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Statement of Financial Position </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Statement of Activity (Faculty Advisor (FA) Sign Off or Auditor s Report)</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>IRS From 990</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>d.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Tax Release Form</span></p> <p><span style='font-size:10.0pt;font-family: Arial;color:black'>e.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Statement of Expected Achievement Level</span></p> <p><span style='font-size:10.0pt;font-family: Arial;color:black'>f.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Ver<span style='color:black'>ification of non-BAP hours</span></span></p> <p><span style='font-size:10.0pt; font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><a href="#_Entering/Reviewing_Updates,_Submitting"><span style='font-size:10.0pt;font-family:Arial'>Update Chapter Information</span></a></p> <br clear=all style='page-break-before:always'> <h1><a name="_Toc46724360"></a><a name="_Toc46480592"></a><a name="_Toc49877064"></a><a name="_Toc49846325"></a><a name="_Update_Chapter_Information"></a>Overview</h1> <h2><a name="_Toc49877065"></a><a name="_Toc49846326">Understanding the Sections within the Reporting Intranet</a></h2> <h3><a name="_Toc49877066"></a><a name="_Toc49846327">Chapter Information</a></h3> <p>Update your Chapter Information as it changes, such as officer and advisor contact information, school information, award seeking status, etc. This information is used by the National Office for communication purposes, and is posted to the Chapter s section of the BA&#936; web site.</p> <h3><a name="_Toc49877067"></a><a name="_Toc49846328">Document Library</a></h3> <p>Upload documents throughout the year to meet various reporting requirements, such as documents included in your Beginning of the Year report.</p> <h3><a name="_Toc49877068"></a><a name="_Toc49846329">Activity Reports</a></h3> <p>Submit Activity Worksheets throughout the year to report your professional and service activities and monitor your progress towards meeting requirements.</p> <h3><a name="_Toc49877069"></a><a name="_Toc49846330">Members</a></h3> <p>Keep your membership roster up-to-date with member s information and status of each member from pledge to initiation, and inactive statuses.</p> <h2>&nbsp;</h2> <br clear=all style='page-break-before:always'> <h2><a name="_Toc49877070"></a><a name="_Toc49846331">Understanding the RI s Inbox Approval Process</a></h2> <p>The Reporting Intranet (RI), is organized around a hierarchical approval process using Inboxes. <b>Chapter Information</b> updates, <b>Activity Reports</b>, and <b>Member</b> status changes must go through this approval process using Inboxes.  </p> <p>Each role involved in the approval process has an Inbox.  Therefore the Inboxes are as follows: </p> <div style='border:solid windowtext 1.0pt;padding:1.0pt 4.0pt 1.0pt 4.0pt; '> <p align=center style='text-align:center;border:none;padding:0in'><b>Reporter </b><b><span style='font-family:Wingdings'>à</span></b><b> President/Faculty Advisor </b><b><span style='font-family:Wingdings'>à</span></b><b> National Office</b></p> </div> <p>Once information is created, it must be submitted to the next level inbox for approval.  Next level inbox means the inbox subsequent to or  above the role creating the information. </p> <p>NOTE <span style='font-family: Webdings'>i</span>     The names of the inboxes vary slightly by section within the RI.</p> <p><b>The submission process works like this:</b></p> <div style='border:solid windowtext 1.0pt;padding:1.0pt 4.0pt 1.0pt 4.0pt; '> <p style='border:none;padding:0in'><b><u>Creator of Information (Role/Login ID)             Next Level Inbox</u></b></p> <p style='border:none;padding:0in'>Step 1. Reporter submits to <span style='font-family:Wingdings'>à</span>                            President/Faculty Advisor</p> <p style='border:none;padding:0in'>Step 2. President/Faculty Advisors submit to <span style='font-family:Wingdings'>à</span>   National Office</p> </div> <p>The National Office is the ultimate approving entity.</p> <p>If the President/Faculty creates the information, they may submit it directly to the National Office, thereby skipping Step 1.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     The Document Library does not use the approval process, and therefore no Inboxes are related to the Document Library.</p> <br clear=all style='page-break-before:always'> <h1><a name="_Updating_Chapter_Information"></a><a name="_Toc49877071"></a><a name="_Toc49846332">Procedures</a></h1> <h2><a name="_Toc49877072"></a><a name="_Toc49846333">Updating Chapter Information</a></h2> <h3>&nbsp;</h3> <h3><a name="_Toc49877073"></a><a name="_Toc49846334"></a><a name="_Toc46724361"></a><a name="_Toc46480593">Understanding Chapter Information</a> and Login Rights</h3> <table border=1 cellspacing=0 cellpadding=0> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can Update Chapter Information?</b></p></td> </tr> <tr> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter </p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can Submit Chapter Information to the National Office Inbox?</b></p></td> </tr> <tr> <td valign=top class="Normal">&nbsp; </td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <p>The President and/or Faculty Advisor must review and submit Chapter Information updates to the National Office Inbox for approval. The National Office will then approve and post updates to Chapter Information Updates  on your chapter information page of the live web site.</p> <p>The status of the approval process is denoted as <b>workflow </b>on the Chapter Main Menu / Chapter Information section. The workflow displays a series of Inboxes that illustrates the progressive hierarchy of the approval process. The inbox that is red in color denotes the where Chapter Information Updates are in the workflow/approval process.  Workflow and status are synonymous on this screen.</p> <p>If the Reporter updates the Chapter Information, there will be a 2-step submission workflow.  The Reporter will first submit the updates to the President/Advisor Inbox for review.  Second, the President or Faculty Advisor will review the updates and then submit them for National Office Inbox for review.  </p> <p>If the President or Faculty Advisor updates the Chapter Information, there will be a 1-step submission workflow process. The President or Faculty Advisor will submit updates directly to the National Office for approval and posting.</p> <table border=1 cellspacing=0 cellpadding=0 width=566> <tr> <td width=283 valign=top class="Normal"> <p align=center style='text-align:center'><b><span style='font-size:10.0pt;font-family:Arial'>Summary of Steps when </span></b></p> <p align=center style='text-align:center'><b><span style='font-size:10.0pt;font-family:Arial'>REPORTER </span></b></p> <p align=center style='text-align:center'><b><span style='font-size:10.0pt;font-family:Arial'>Updates Chapter Information</span></b></p></td> <td width=283 valign=top class="Normal"> <p align=center style='text-align:center'><b><span style='font-size:10.0pt;font-family:Arial'>Summary of Steps when PRESIDENT/ADVISOR </span></b></p> <p align=center style='text-align:center'><b><span style='font-size:10.0pt;font-family:Arial'>Updates Chapter Information</span></b></p></td> </tr> <tr> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter Updates Chapter Information</span></p></td> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President or Advisor Updates Chapter Information</span></p></td> </tr> <tr> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter submits Updates to President/Advisor Inbox</span></p></td> <td width=283 valign=top class="Normal">&nbsp; </td> </tr> <tr> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President/Advisor submits Updates to National Office Inbox</span></p></td> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President/Advisor submits Updates to National Office Inbox</span></p></td> </tr> <tr> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>National Office approves and posts</span></p></td> <td width=283 valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>National Office approves and posts</span></p></td> </tr> </table> <br clear=all style='page-break-before:always'> <h3><a name="_Toc46480594"></a><a name="_Entering/Reviewing_Updates,_Submitting"></a><a name="_Toc49877074"></a><a name="_Toc49846335"></a><a name="_Toc46724362">Entering/Reviewing Updates, Submitting for Review, and Verifying Approval</a></h3> <p><span style='font-size:10.0pt;font-family: Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Chapter Main Menu / Chapter Information section, click the <b><u>Edit Chapter Information</u></b> option<b>.</b></span></p> <p><span style='font-size:10.0pt;font-family: Arial'>NOTE </span><span style='font-size:10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family:Arial'>     If this Option is not available, Chapter Information is not available for editing. You may edit Chapter Information only when the Workflow is  Available or  Reporter Inbox as in the screen-shot below.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'><img border=0 width=408 height=58 src="/images/image001.gif" ></span></p> <p><span style='font-size:10.0pt;font-family:Arial'>If the workflow status is  Advisor/President inbox or  National Office inbox you must wait a few days to edit Chapter Information again, because there are already edits pending approval. </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Enter </span></b><span style='font-size:10.0pt;font-family:Arial'>updated data in the New Values column.  </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>NOTE </span><span style='font-size:10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family:Arial'>     If you are the President or Faculty Advisor, you may be reviewing the information entered by your Reporter.  </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Click </span></b><span style='font-size:10.0pt;font-family:Arial'>the <img border=0 width=179 height=24 src="/images/image002.jpg" ><b> </b>button at the lower right corner of the screen, before leaving the current screen.</span></p> <p><b><span style='font-size:10.0pt; font-family:Arial;color:red'>ALERT !</span></b><span style='font-size:10.0pt; font-family:Arial'>      You must click the <b> Save Changes, Next Screen </b></span><b><span style='font-size:10.0pt;font-family:Wingdings'>à</span></b><b><span style='font-size:10.0pt;font-family:Arial'> </span></b><span style='font-size: 10.0pt;font-family:Arial'> button on every screen for which you entered New Values, <i>before</i> Clicking  Submit . . . , otherwise your New Values will not be submitted to the next level inbox.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Repeat the steps # 2 and # 3 on each screen until you have updated or reviewed all Chapter Information.</span></p> <p><span style='font-size:10.0pt; font-family:Arial'>NOTE </span><span style='font-size:10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family:Arial'>     You may navigate directly to a particular screen by clicking that screen title from the index directly above the table of values.  The name of each screen is in the left uppermost column of the table.  Click  All to view all information on page.  <img border=0 width=419 height=139 src="/images/image003.gif" ></span></p> <p><span style='font-size:10.0pt;font-family: Arial'>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>If you are the Reporter . . . </span></p> <p><span style='font-size:10.0pt; font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click  <b>Submit for Advisor Review</b> to the right of the index  </span></p> <p><span style='font-size:10.0pt; font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>When prompted again, click  <b>Submit Chapter Information Changes</b> </span></p> <p><span style='font-size:10.0pt;font-family:Arial'>If you are the President or Advisor . . . </span></p> <p><span style='font-size:10.0pt; font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click  <b>Submit for National Office Review</b> to the right of the index  </span></p> <p><span style='font-size:10.0pt; font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>When prompted again, click  <b>Submit Chapter Information Changes</b> </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Chapter Main Menu / Chapter Information section, verify the status and workflow.</span></p> <p><span style='font-size:10.0pt;font-family: Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>If you are the Reporter, the status and workflow should display  Advisor/President Inbox </span></p> <p><span style='font-size:10.0pt;font-family: Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>If you are the President or Faculty Advisor, the status and workflow should display  National Office Inbox. </span></p> <p><span style='font-size:10.0pt;font-family:Arial;background:yellow'><img border=0 width=433 height=60 src="/images/image004.gif" ></span></p> <p><span style='font-size:10.0pt;font-family:Arial'>NOTE </span><span style='font-size: 10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family: Arial'>     The updates are not received by the National Office until the Advisor or President has submitted to the National Office inbox. </span></p> <p class=MsoBodyTextIndent3>7.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Approximately one week after submission to the National Office Inbox . . . </p> <p class=MsoBodyTextIndent3>Monitor the Chapter Main Menu / Chapter Information section for a Workflow status of <b>Available</b>.  When the National Office has approved your updates, the status and workflow will again display  Available. </p> <p class=MsoBodyTextIndent3><img border=0 width=415 height=67 src="/images/image005.gif" ></p> <p class=MsoBodyTextIndent3>If your updates are for the beginning or end of the year . . . From the Chapter Main Menu / Activity Reports section, click  Go to <b><u>Activity Check List</u></b>, and verify that the  On-line Chapter Information Update* item has been checked-off by the National Office.</p> <br clear=all style='page-break-before:always'> <h2><a name="_Upload_Documents"></a><a name="_Working_with_the"></a><a name="_Toc49877075"></a><a name="_Toc49846336"></a><a name="_Toc46724363"></a><a name="_Toc46480595"><a name="doc_library"></a>Working with the Document Library</a></h2> <h3><a name="_Toc49877076"></a><a name="_Toc49846337"></a><a name="_Toc46724364">Understanding the Document Library and Login Rights</a></h3> <p>You will upload several types of documents applying to the Beginning of the Year, End of the Year, and National Regional Activities.  </p> <p>Documents uploaded to the Document Library are reflected on the Activity Check List.  See <a href="#_Enter_Activity_in">Understanding the Activity Check List</a> for more information.</p> <p>For a list of all the documents that will be uploaded throughout the year, from the Chapter Main Menu / Activity Reports section, click  Go to <b><u>Activity Check List</u></b>.   Items on the Check List with<i>out</i> an asterisk reflect uploaded documents.</p> <p><img border=0 width=575 height=374 src="/images/image006.gif" ></p> <table border=1 cellspacing=0 cellpadding=0> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can Upload, Update, &amp; Delete Documents?</b></p></td> </tr> <tr> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter </p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <h3><a name="_Toc46480596">&nbsp;</a></h3> <br clear=all style='page-break-before:always'> <h3><a name="_Uploading_Documents"></a><a name="_Toc49877077"></a><a name="_Toc49846338"></a><a name="_Toc46724365">Uploading Documents</a></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click  Add<b> <u>new</u> </b>document<b> </b>, from the Chapter Main Menu / Document Library section.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span> <table cellpadding=0 cellspacing=0> <tr> <td width=72 height=0 class="Normal"></td> </tr> <tr> <td class="Normal"></td> <td class="Normal"><img width=235 height=75 src="/images/image007.gif" ></td> </tr> </table> <br clear=ALL> From the Add Document screen, click the <b>Browse& </b>button. <p></p> <p><b>ALERT !</b>      Use short file names because files with lengthy names sometimes do not upload properly</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Example of good file name: Act Other BAP.doc</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Example of bad file: Activities with Another Beta Alpha Psi Chapter.doc </p> <p>Specify the contents, when uploading multiple documents of the same type</p> <p><span style='font-family: Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Example of good file name: StmtofAct.doc </p> <p><span style='font-family: Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Example of bad file name: YearEnd.doc</p> <p>For nomination files please include your chapter number.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the file you want to upload, and click the <b>Open </b>button. </p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><b>Enter</b> a brief description of the file in the Description field. (i.e.  Plan of Activities )</p> <p>NOTE <span style='font-family: Webdings'>i</span>     When you upload only one document for the Document Type selected in Step 6 below, the description should be identical to the Document Type (i.e.  Plan of Activities ). </p> <p>When you upload more than one document, as in Nomination documents, abbreviate the Document Type and add a specific description, for example  Alumni Rep Nom-22-Photo , etc.</p> <p>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><b>Select </b>the radio button in the  Applies to section for the category that applies to your document.</p> <p>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><b>Select</b> the Document Type from the drop down list corresponding to the  Applies to radio button you selected in Step 5. </p> <p><b><img border=0 width=415 height=69 src="/images/image008.gif" ></b></p> <p>7.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Save</b> button in the lower right corner.</p> <h3><a name="_Toc46480597">&nbsp;</a></h3> <br clear=all style='page-break-before:always'> <h3><a name="_Toc49877078"></a><a name="_Toc49846339"></a><a name="_Toc46724366"></a><a name="_Toc46480598">Verifying Documents Uploaded to the Document Library</a> </h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Document Library Section, in the  Status- Attachments To table, verify that the <b>Count</b> increased by one for the category of document you uploaded.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><b>Click</b> the category of your uploaded document to open the Activity Check List.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     From the Chapter Main Menu / Activity Reports section, you may also <b>click</b>  Go to <b><u>Activity Check List</u> </b> to open the Activity Check List. <img border=0 width=259 height=85 src="/images/image009.gif" ></p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Activity Check List screen. . . </p> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Locate a <b>checkmark </b>for the document you uploaded  </p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Locate the <b>file name </b>in  Current Documents Referenced </p> <p>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the file name to view its contents</p> <p><img border=0 width=463 height=73 src="/images/image010.gif" ></p> <p><span style='font-size:10.0pt;font-family:Arial'>NOTE </span><span style='font-size: 10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family: Arial'>     If you can view the file, then the upload was successful. If you get a blank screen or any error message, the upload was not successful, Please upload the file again with a shorter file name. </span></p> <br clear=all style='page-break-before:always'> <h3><a name="_Toc46480600"></a><a name="_Toc49877079"></a><a name="_Toc49846340"></a><a name="_Toc46724367">Replacing Documents in the Document Library</a>    <span style='background:yellow'> </span></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Document Library section, click<b>  </b>List <b><u>all</u></b> documents. </p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Document Library screen, click the file name you want to replace.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the  Update a document in the Document Library screen, replace the existing file by following steps 2-7 for <a href="#_Uploading_Documents">Uploading Documents</a>.</p> <h3><a name="_Toc46724368">&nbsp;</a></h3> <h3><a name="_Toc49877080"></a><a name="_Toc49846341">Updating the Description or Document Type in the Document Library</a> <span style='background:yellow'> </span></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Document Library section, click<b>  </b>List <b><u>all</u></b> documents. </p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Document Library screen, click the file name you want to update.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Update details . . . </p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Enter a new description, or </p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Select a new Document Type from the  Applies to drop down list, or </p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Select a new  Applies to radio button AND a new Document Type from the drop down list</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Save</b> button in the lower right corner.</p> <h3><a name="_Toc46724369">&nbsp;</a></h3> <h3><a name="_Toc49877081"></a><a name="_Toc49846342">Downloading Documents from the Document Library</a>      <span style='background:yellow'> </span></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Chapter Information section, click<b>  </b>List <b><u>all</u></b> documents. </p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Document Library screen, click <b><u>download</u> </b>to view the file s contents.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>If you need to save a copy of the document on your local system because you no longer have a copy, you may select the menu items <b>File | Save As...</b> to save the file on your local system.</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Main Menu</b> icon to return to the Chapter Main Menu.</p> <h3><a name="_Toc46724370">&nbsp;</a></h3> <h3><a name="_Toc49877082"></a><a name="_Toc49846343">Deleting Documents from the Document Library</a> <span style='background:yellow'> </span></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Chapter Information section, click<b>  </b>List <b><u>all</u></b> documents. </p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Document Library screen, click the file name.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Delete</b> button in the lower right corner.</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click <b>OK</b>, when prompted  Are you sure you want to delete this document? </p> <br clear=all style='page-break-before:always'> <h2><a name="_Enter_Activity_in"></a><a name="_Understanding_the_Activity"></a><a name="_Toc49877083"></a><a name="_Toc49846344"></a><a name="_Toc46724371"></a><a name="_Toc46480601">Understanding the Activity Check List</a> and Login Rights</h2> <p>The purpose of the Activity Check List is for users to monitor the Chapter s detailed progress in meeting reporting requirements.  </p> <p>Users do not directly check-off items on the Activity Check List. Instead, items are checked-off in the following two ways:</p> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Manually by the National Office, when the National Office deems certain items complete. These items are labeled with asterisks (*) on the Activity Check List. The items checked-off by the National Office are:  </p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Receipt of Pledge or Initiation Fees</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Receipt of Annual Maintenance Fee</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Receipt of host chapter attendance/student presenter lists for corresponding Reaching Out Activities, such as the Annual Meeting</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Receipt of Chapter Information Updates</p> <p><span style='font-family:Symbol'>·<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span>Receipt of New Initiates in the Initiates/National Office inbox</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Automatically by the RI, when users upload documents.  These items are NOT labeled with asterisks</p> <p>See <a href="#_Working_with_the">Working with the Document Library</a> for more information.</p> <table border=1 cellspacing=0 cellpadding=0> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can view the Activity Check List?</b></p></td> </tr> <tr> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter </p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <h2><span style='font-size:10.0pt; color:#990000;font-weight:normal'>&nbsp;</span></h2> <br clear=all style='page-break-before:always'> <h2><a name="_Working_with_Activity"></a><a name="_Toc49877084"></a><a name="_Toc49846345"></a><a name="_Toc46724372"></a><a name="_Toc46480602"><a name="work_activsheet"></a>Working with Activity Worksheets</a></h2> <h3><a name="_Toc46480603"></a><a name="_Toc49877085"></a><a name="_Toc49846346"></a><a name="_Toc46724373"></a><a name="_Understanding_Activity_Worksheets,"></a>Understanding Activity Worksheets, Deadlines, and Login Rights</h3> <p>Each month (reporting period) of the school year, you create and submit Activity Worksheets to report your professional and service activities. Professional and service activities are reported on separate worksheets. Therefore you will submit one Professional Activity Worksheet and one Service Activity Worksheet for each reporting period. See the <a href="http://www.bap.org/chapact/pca.htm#reprtg" >Reporting Activities</a> of the PCA regarding exceptions for baseline chapters. </p> <p>The activities or <b>Events </b>that occur during the month are reported on each monthly worksheet. Therefore, Activity Worksheets consist of several <b>Events </b>for each reporting period. (It is possible that some reporting periods would only include one Event.)</p> <table border=1 cellspacing=0 cellpadding=0> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can add Activity Worksheets?</b></p></td> </tr> <tr> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter </p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td colspan=3 valign=top class="Normal"> <p><b>Who can Submit Activity Worksheets to the National Office Inbox?</b></p></td> </tr> <tr> <td valign=top class="Normal">&nbsp; </td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&amp;</span></b><span style='font-size:24.0pt'> </span>President</p></td> <td valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <p>The President and/or Faculty Advisor must review and submit Activity Worksheets to the National Office Inbox for approval. </p> <p>Please see the Program for Chapter Activities / <a href="http://www.bap.org/chapact/pca.htm#reprtg" >Reporting Activities to International Office</a> section for important information about meeting deadlines.  <b>Deadlines are considered met when the worksheet is submitted by the President/Advisor to the National Office Inbox</b>.</p> <p>As indicated in the table below, if the Reporter creates the Activity Worksheet, there will be a 2-step submission process. The Reporter will first submit the updates to the President/Advisor Inbox for review.  Second, the President or Faculty Advisor will review the updates and then submit them for National Office Inbox for review.  </p> <p>If the President or Faculty Advisor creates the Activity Worksheet, there will be a 1-step submission process. The President or Faculty Advisor will submit updates directly to the National Office for approval.</p> <table border=1 cellspacing=0 cellpadding=0 width=90%> <tr> <td width=50% valign=top class="Normal"> <p align=center><b><span style='font-size:10.0pt;font-family:Arial'>Summary of Steps when </span></b></p> <p align=center><b><span style='font-size:10.0pt;font-family:Arial'>REPORTER </span></b></p> <p align=center><b><span style='font-size:10.0pt;font-family:Arial'>Adds Activity Worksheets</span></b></p></td> <td width=50% valign=top class="Normal"> <p align=center><b><span style='font-size:10.0pt;font-family:Arial'>Summary of Steps when PRESIDENT/ADVISOR </span></b></p> <p align=center><b><span style='font-size:10.0pt;font-family:Arial'>Adds Activity Worksheets</span></b></p></td> </tr> <tr> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter </span><a href="#_Creating_Activity_Worksheets"><span style='font-size:10.0pt; font-family:Arial'>Creates Activity Worksheet</span></a></p></td> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President or Advisor </span><a href="#_Creating_Activity_Worksheets"><span style='font-size:10.0pt; font-family:Arial'>Creates Activity Worksheet</span></a></p></td> </tr> <tr> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter </span><a href="#_Submitting_Activity_Worksheets"><span style='font-size:10.0pt; font-family:Arial'>submits Activity Worksheet to President/Advisor Inbox</span></a></p></td> <td width=50% valign=top class="Normal">&nbsp; </td> </tr> <tr> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President/Advisor </span><a href="#_Submitting_Activity_Worksheets"><span style='font-size:10.0pt; font-family:Arial'>submits Activity Worksheet to National Office Inbox</span></a></p></td> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>President/Advisor </span><a href="#_Submitting_Activity_Worksheets"><span style='font-size:10.0pt; font-family:Arial'>submits Activity Worksheet to National Office Inbox</span></a></p></td> </tr> <tr> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>National Office </span><a href="#_Resubmitting_Activity_Worksheets"><span style='font-size:10.0pt;font-family:Arial'>returns</span></a><span style='font-size:10.0pt;font-family:Arial'> or </span><a href="#_???_Monitoring_for"><span style='font-size:10.0pt;font-family:Arial'>approves</span></a></p></td> <td width=50% valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>National Office </span><a href="#_Resubmitting_Activity_Worksheets"><span style='font-size: 10.0pt;font-family:Arial'>returns</span></a><span style='font-size:10.0pt; font-family:Arial'> or </span><a href="#_???_Monitoring_for"><span style='font-size:10.0pt;font-family:Arial'>approves</span></a></p></td> </tr> </table> <h3><a name="_Creating_an_Activity"></a>&nbsp;</h3> <br clear=all style='page-break-before:always'> <h3><a name="_Creating_Activity_Worksheets"></a><a name="_Toc46724374"></a><a name="_Toc49877086"></a><a name="_Toc49846347">Understanding the YTD Professional Summary</a></h3> <p>To access the YTD Summary Reports, click  Go to <b>Professional</b> <b>YTD Summary</b> from the Chapter Main Menu / Activity Reports Section.</p> <p><b>Each item on the summary is described below:</b></p> <p><b>YTD Hrs </b><br> The total year-to-date hours (BAP &amp; non-BAP) earned by each member/pledge. </p> <p><b>YTD BAP Hrs</b><br> The total year-to-date BAP hours earned by each member/pledge. (NOTE: the &quot;Yes&quot; answer for the &quot;In the name of BAP?&quot; question on the professional activity gray form determines which professional activity is done in the name of Beta Alpha Psi.)</p> <p><b>YTD Other Hrs</b><br> The total year-to-date non-BAP hours earned by each member/pledge. (NOTE: the &quot;No&quot; answer for the &quot;In the name of BAP?&quot; question on the professional activity gray form determines which professional activity is NOT done in the name of Beta Alpha Psi.)</p> <p><b>One-To-One Basis </b><br> Both at the chapter and individual level, the system will only count a member/pledge's YTD other hrs up to his/her YTD BAP hrs. </p> <p>Example:<br> Member X performed 8 BAP hours and 5 non-BAP hours. Pledge Y performed 5 BAP hours and 10 non-BAP hours. Member X would receive a total of 13 professional hours (8 BAP and all 5 non-BAP). Pledge Y would receive a total of 10 professional hours (5 BAP and only 5 non-BAP). </p> <p><b>Total Professional &amp; Service Hours</b><br> Sum of total one-to-one professional hours and total one-to-one service hours that the chapter has earned. </p> <p><b>Minimum Hours of Professional Activities</b><br> Required professional hours (superior - 15; distinguished - 10) multiplied by the AMPB. This is the minimum professional hours required by the chapters depending on the award level. </p> <p><b>Total Required Professional &amp; Service Hrs:</b><br> Required professional and service hours (superior - 40; distinguished - 25) multiplied by the AMPB. This is the total professional and service hours required by the chapters depending on the award level. </p> <p><b># of members/pledges with &gt;=3 hrs</b><br> The number of individual with at least three one-to-one professional hours. </p> <p><b>50% Rule for Baseline</b><br> The percentage of the chapter meeting the 50% rule requirement for baseline (the number of member/pledge that have earned a minimum of three professional hours divided by 50% of AMPB). </p> <p><b># of members/pledges with &gt;=5 hrs</b><br> The number of individual with at least five one-to-one professional hours. </p> <p><b>50% Rule for Award-Seeking</b><br> The percentage of the chapter meeting the 50% rule requirement for award-seeking (the number of member/pledge that have earned a minimum of five professional hours divided by 50% of AMPB). </p> <h3><a name="_Toc49877087"></a><a name="_Toc49846348">Understanding the YTD Service Summary</a></h3> <p>To access the YTD Summary Reports, click  Go to <b>Service</b> <b>YTD Summary</b> from the Chapter Main Menu / Activity Reports Section.</p> <p><b>Each item on the summary is described below:</b></p> <p><b>YTD Hrs </b><br> The total year-to-date hours (BAP &amp; non-BAP) earned by each member/pledge. </p> <p><b>YTD BAP Hrs </b><br> The system calculates the year-to-date BAP hours earned by each member/pledge. (NOTE: the &quot;Yes&quot; answer for the &quot;In the name of BAP?&quot; question on the service activity gray form determines which service activity is done in the name of Beta Alpha Psi.)</p> <p><b>YTD Other Hrs </b><br> The system calculates the year-to-date non-BAP hours earned by each member/pledge. (NOTE: the &quot;No&quot; answer for the &quot;In the name of BAP?&quot; question on the service activity gray form determines which service activity is NOT done in the name of Beta Alpha Psi.)</p> <p><b>One-To-One Basis </b><br> Both at the chapter and individual level, the system will only count a member/pledge's YTD other hrs up to his/her YTD BAP hrs. </p> <p>Example:<br> Member X performed 8 BAP hours and 5 non-BAP hours. Pledge Y performed 5 BAP hours and 10 non-BAP hours. Member X would receive a total of 13 service hours (8 BAP and all 5 non-BAP). Pledge Y would receive a total of 10 service hours (5 BAP and only 5 non-BAP). </p> <p><b>Total Professional &amp; Service Hours</b><br> Sum of total one-to-one professional hours and total one-to-one service hours that the chapter has earned. </p> <p><b>Minimum Hours of Service Activities</b><br> Required service hours (superior - 15; distinguished - 10) multiplied by the AMPB. This is the minimum service hours required by the chapters depending on the award level. </p> <p><b>Total Required Professional &amp; Service Hrs:</b><br> Required professional and service hours (superior - 40; distinguished - 25) multiplied by the AMPB. This is the total professional and service hours required by the chapters depending on the award level. </p> <p><b># of members/pledges with &gt;=3 hrs</b><br> The number of individual with at least three one-to-one service hours. </p> <p><b>50% Rule for Baseline</b><br> The percentage of the chapter meeting the 50% rule requirement for baseline (the number of member/pledge that have earned a minimum of three service hours divided by 50% of AMPB). </p> <p><b># of members/pledges with &gt;=5 hrs</b>,br/&gt; The number of individual with at least five one-to-one service hours. </p> <p><b>50% Rule for Award-Seeking</b><br> The percentage of the chapter meeting the 50% rule requirement for award-seeking (the number of member/pledge that have earned a minimum of five service hours divided by 50% of AMPB). </p> <br clear=all style='page-break-before:always'> <h3><a name="_Toc49877088"></a><a name="_Toc49846349">Understanding the Legend: YTD Baseline &amp; Award-seeking Activities</a> </h3> <p>To access the legend, locate it on the Chapter Main Menu / Activity Reports section.</p> <p><b>Each item on the legend is described below:</b></p> <p><b>Beginning of the Year Report (BOY)</b> - One point will be granted if <b>all</b> boxes are checked (Chapter By-law is required only if changed from previous year) on the Activity Check List under the Beginning of the Year category.</p> <p><b>Initiation (IN)</b> - One point will be granted if <b>both</b> boxes are checked on the Activity Check List under the Initiation category. When the National Office receives your chapter's membership fees check, a check mark will appear in the &quot;Initiation Dues&quot; box. When your chapter's initiates listing is submitted to the Initiates/National Office inbox, a check will appear in the &quot;New Initiates Listing&quot; box.</p> <p><b>Year-end Report (YE)</b> - One point will be granted if <b>all</b> boxes are checked on the Activity Check List under the Year-End Report category including Statement of Activities, Statement of Financial Position, auditor's report if gross receipt is $25,000 or more or faculty advisor sign off of financial statements if gross receipt is less than $25,000, IRS Form 990, Tax Release form, on-line chapter information update and FA expected award status.</p> <p><b>Reaching Out Activities (NRA)</b> - One point will be granted (up to 3 points) for each checked box on the Activity Check List under the Reaching Out Activities category.</p> <p><b>Professional Activity (PA)</b> - One point will be granted (up to six points) for each professional event submitted on a Professional Activity worksheet with a minimum of 30% attendance as calculated based on the monthly adjusted member/pledge base (AMPB) and at least one hour length of event.</p> <p><b>Professional Activity Rule (PAR)</b> - One point will be granted when 50% of the AMPB individually earns at least three professional hours at some time throughout the year.</p> <p><b>Service Activity (SA)</b> - One point will be granted if any service activity done in the name of Beta Alpha Psi is submitted on a Service Activity worksheet with a minimum of 30% attendance based on the monthly adjusted member/pledge base (AMPB).</p> <p><b>Services Activity Rule (SAR)</b> - One point will be granted when 50% of the AMPB individually does at least three service hours at some time throughout the year.</p> <p><b>Total Points (TP)</b>- Sum of all points received for baseline activities. All chapters must earn a total of 15 points in baseline activities to remain in &quot;good standing&quot;.</p> <p><b>YTD Summary for Additional Award-Seeking Activities</b></p> <p><b>Reaching Out Activities (ROA)</b><br> One point will be granted when the chapter reaches the 3 baseline NRA points as stated on the YTD Summary Baseline Activities table, the system will grant 1 point for each additional checked box on the Activity Check List under the National Regional Activities category. When the chapter reaches 6, the system will turn black. </p> <p><b>Error Points (EP)</b><br> One error point penalty is given to each late activity worksheet submitted after the reporting deadline. (NOTE: More than three penalty points in a reporting year will result in a chapter forfeiting its award status for that year.) </p> <h3>&nbsp;</h3> <br clear=all style='page-break-before:always'> <h3><a name="_Toc49877089"></a><a name="_Toc49846350">Creating Activity Worksheet</a>s</h3> <p><span style='font-size:10.0pt;font-family: Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Chapter Main Menu / Activity Reports section, select the reporting period deadline from the drop down list for the <b> Go to ... Worksheet for </b> option.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'><img border=0 width=258 height=112 src="/images/image011.gif" ></span></p> <p><span style='font-size:10.0pt;font-family: Arial'>NOTE </span><span style='font-size:10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family:Arial'>     </span><span style='font-size: 10.0pt;font-family:Arial'>Deadlines refer to the reporting period for the month prior. For example, the 12/15 deadline reflects activity for the month of November.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Go</b> button.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Worksheet screen, click <b> </b>Add a <b><u>New</u></b> & Activity for the period.<b> </b></span></p> <p><span style='font-size:10.0pt;font-family: Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Complete the Activity form.</span></p> <p><span style='font-size:10.0pt; font-family:Arial'>HELP ON SPECIFIC FIELDS </span></p> <p>Name of Event               Enter a descriptive title specific to the event, (e.g.,  Meet the Firms Night, not  Professional Activity 1 .) </p> <p>Length of the Event        Enter the number of minutes if all participants attended for the same number of minutes.</p> <p><span style='color:black'>NOTE </span><span style='font-family:Webdings;color:black'>i</span><span style='color:black'>See </span>Exhibit <a href="http://www.bap.org/chapact/pca.htm#exhb" >B</a> and <a href="http://www.bap.org/chapact/pca.htm#exhc" >C</a><span style='color:black'> of the PCA regarding which specific activities may be included in the length of the event.</span></p> <p>OR <span style='font-family: Webdings'>ð</span></p> <p>Variable Minutes            Check this box if the meeting length varies among attendees.</p> <p><span style='color:black'>In the Name of BAP Select Yes or No. NOTE </span><span style='font-family:Webdings; color:black'>i</span><span style='color:black'>        If you s</span><span style='color:black'>elect No, Event details are not required.  However, the Faculty Advisor must submit a statement of verification of non-BAP hours at year-end.</span></p> <p><span style='color:black'>Event Details                 For p</span><span style='color:black'>rofessional activities, enter the presentation topic, speaker s name and firm.</span></p> <p><span style='color:black'>For service activities, enter the non-for-profit organization name and the type of service provided.</span></p> <p>This internet text box contains a limited amount of characters, variable depending on your browser and operating system.          </p> <p><span style='font-size:10.0pt;font-family: Arial'>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Continue </b>button. </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Worksheet screen,  check each individual who attended, if the length of the event was the same for each attendee.  If the length of the meeting varied for individuals, enter the number of minutes each individual attended. </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>7.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>SAVE EVENT </b>button in the lower right corner.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>8.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>To add more Events, repeat Steps 1-7.</span></p> <p>9.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>After adding all Events for the Activity Worksheet, if you are ready to submit the Worksheet to the next level in box, click the <b>SUBMIT THE WORKSHEET</b> button in the lower left corner. </p> <p>NOTE <span style='font-family: Webdings'>i</span>     If you prefer to wait to submit the worksheet to the next level inbox, you may follow the directions in the <a href="#_Submitting_Activity_Worksheets">Submitting the Worksheets for Review Section</a> below once you are ready submit at a later time<span style='color:red'>.</span></p> <h3><a name="_Toc46724375"></a><a name="_Submitting_Activity_Worksheets"></a>&nbsp;</h3> <h3><a name="_Toc49877090"></a><a name="_Toc49846351">Submitting Activity Worksheets for Review</a></h3> <p>NOTE <span style='font-family: Webdings'>i</span>     You may submit the worksheet immediately after creating it. See Step 9 in the prior section.  If you did not submit the worksheet for review in Step 9 above, follow the directions below. </p> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section, click the <b>Inbox</b> in the <b>Status table </b>containing the Activity Report(s) you want to submit for review.   </p> <p>NOTE <span style='font-family: Webdings'>i</span>     For the Reporter, click the Planning/Reporter Inbox.  For the President or Advisor, click the President/Advisor Inbox.  </p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>To submit <i>only one</i> Activity Worksheet . . .</p> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the  <b>Submit to _____ </b>option corresponding to the worksheet you want to submit.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     For the Reporter, ____ is <b>Submit to Advisor/President</b>.  For the President or Advisor, ____ is  <b>Submit to National</b>.  </p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button when prompted.</p> <p>To submit <i>more than one</i> Activity Worksheet . . .</p> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Check the <b>Bulk Operation</b> column for each worksheet you want to submit.</p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the appropriate command from the bulk operation drop down list.</p> <p>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Submit Checked Worksheets</b> button.</p> <p>d.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button when prompted.</p> <br clear=all style='page-break-before:always'> <h3><a name="_Editing_Activity_Worksheets"></a><a name="_Toc49877091"></a><a name="_Toc49846352"></a><a name="_Toc46724376"></a><a name="_Toc46480604">Editing Activity Worksheet</a>s</h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section, click the <b>Inbox</b> in the <b>Status table </b>containing the Activity Worksheet(s) you want to edit.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Edit </b>option corresponding to the Worksheet name.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the column name of the Event.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     You can edit reports in your inbox or an inbox below the level of yours.    </p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Complete steps 4-7 in the <a href="#_Creating_an_Activity">Creating an Activity Worksheet</a> section above.</p> <h3>&nbsp;</h3> <h3><a name="_Toc49877092"></a><a name="_Toc49846353">Deleting Events from Activity Worksheets</a></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section, click the <b>Inbox</b> in the <b>Status table </b>containing the Event you want to delete.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Edit </b>option corresponding to the Worksheet name.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the column name of the Event.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     You can delete Events for worksheets in your inbox or an inbox below the level of yours.    </p> <p><span style='font-size:10.0pt; font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Continue </b>button. </span></p> <p><span style='font-size:10.0pt; font-family:Arial'>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>DELETE EVENT </b>button in the lower right corner.</span></p> <p><span style='font-size:10.0pt; font-family:Arial'>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Repeat Steps 3-5 to delete another Event within the same worksheet, or repeat Steps 1-5 to delete another Event from another Activity Worksheet. When done, click the <b>Main Menu </b>icon.</span></p> <h3>&nbsp;</h3> <h3><a name="_Toc49877093"></a><a name="_Toc49846354"></a><a name="_Toc46724377">Deleting Activity Worksheets</a></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section, click the <b>Inbox</b> in the <b>Status table </b>containing the Activity Worksheet(s) you want to delete.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>To delete <i>only one</i> Activity Worksheet . . .</p> <p>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Delete </b>option corresponding to the worksheet you want to delete.</p> <p>d.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button when prompted.</p> <p>To delete <i>more than one</i> Activity Worksheet . . .</p> <p>e.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Check the <b>Bulk Operation</b> column for each worksheet you want to delete.</p> <p>f.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the <b>Delete</b> command from the bulk operation drop down list.</p> <p>g.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Submit Checked Worksheets</b> button.</p> <p>h.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button when prompted.</p> <h3><a name="_Toc46480605">&nbsp;</a></h3> <br clear=all style='page-break-before:always'> <h3><a name="_Toc46724378"></a><a name="_Toc49877094"></a><a name="_Toc49846355">Returning Activity Worksheets to the Reporter Inbox</a></h3> <p>NOTE <span style='font-family: Webdings'>i</span>     As the President or Advisor, you may find errors in the Activity Worksheet submitted to you by the Reporter.  These procedures will return the Worksheet to the Planning/Reporter Inbox so the Reporter can edit the report.    </p> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section, click the <b>Inbox</b> in the <b>Status table </b>containing the Activity Worksheet(s) you want to return.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>To return <i>only one</i> Activity Worksheet . . .</p> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Return </b>option corresponding to the worksheet you want to return.</p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button when prompted.</p> <p>To return <i>more than one</i> Activity Worksheet . . .</p> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Check the <b>Bulk Operation</b> column for each worksheet you want to return.</p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the <b>Return to Reporter</b> command from the bulk operation drop down list.</p> <p>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Submit Checked Worksheets</b> button.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     If there was only one Worksheet in your inbox, the Worksheet will be returned to the Planning/Reporter Inbox and the message may appear  No Worksheets Found because the one Worksheet in your Inbox was moved to the Planning/Reporter Inbox.</p> <br clear=all style='page-break-before:always'> <h3><a name="_Toc49877095"></a><a name="_Toc49846356"></a><a name="_Toc46724380">Resubmitting Activity Worksheets Returned by the National Office</a></h3> <p>The National Office sends a bulk email notifying chapters that the period s worksheets have been reviewed. Upon receiving this email notification, you should check the Planning/Reporter Inbox to determine if any Activity Worksheets have not been approved, but have been returned instead. In such cases, you must edit the worksheet, provide additional information, and resubmit to the National Office Inbox.</p> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Activity Reports section <b>Status table</b>, click the <b>Planning/Reporter Inbox</b>.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>edit</b> option corresponding to the period of the returned worksheet.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the column name of the Event for the returned Event </p> <p>NOTE <span style='font-family: Webdings'>i</span>     Returned Events are identified by column color (bright yellow for returned Events vs. dark yellow for approved Events.)</p> <p><img border=0 width=247 height=205 src="/images/image012.gif" ></p> <br clear=all style='page-break-before:always'> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>At the bottom of the  For the period dialog box, locate the <b> National Office </b>comment box for an explanation of why the Event was returned (usually additional information is required for approval).</p> <p><img border=0 width=353 height=367 src="/images/image013.gif" ></p> <p>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Enter the additional information in the <b>Chapter Respond </b>comment box.</p> <p>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Continue </b>button.</p> <p>7.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Edit Event screen, adjust attendance if necessary.</p> <p>8.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Edit Event sceen, click the <b>SAVE EVENT</b> button.</p> <p>9.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>If you are ready to re-submit the worksheet, from the Worksheet screen, click the <b>SUBMIT WORKSHEET</b> button. When done, click the <b>Main Menu </b>icon.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     If you want to submit the worksheet later, follow the procedures above to <a href="#_Submitting_Activity_Worksheets">Re-Submit the Worksheet for Review</a>.</p> <p><b><span style='color:red'>ALERT !</span></b>      The Faculty Advisor or President must re-submit the Worksheet to the National Office Inbox for approval.  See <a href="#_Understanding_Activity_Worksheets,">Understanding Activity Worksheets</a> for more information on the submission process.</p> <br clear=all style='page-break-before:always'> <h2><a name="updt_mem_info"></a><a name="_Toc46480606"></a><a name="_???_Monitoring_for"></a><a name="_Update_Membership_Information"></a><a name="_Toc49877096"></a><a name="_Toc49846357"></a><a name="_Toc46724381">Updating Membership Information</a></h2> <h3><a name="_Toc49877097"></a><a name="_Toc49846358"></a><a name="_Toc46724382">Understanding the Standard Sequence from Pledge to Active Member</a></h3> <p>NOTE <span style='font-family: Webdings'>i</span>     To enter Professional and Service Activity Worksheets for members and pledges, those individuals must be added and up-to-date.  </p> <table border=1 cellspacing=0 cellpadding=0> <tr> <td valign=top class="Normal"> <p><b><span style='font-size:10.0pt;font-family:Arial'>Task</span></b></p></td> <td width=152 valign=top class="Normal"> <p><b><span style='font-size:10.0pt;font-family:Arial'>Who can do </span></b></p> <p><b><span style='font-size:10.0pt;font-family:Arial'>in the RI?</span></b></p></td> </tr> <tr> <td valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'><a href="#_Adding_Pledges">Adding Pledges</a></span></p></td> <td width=152 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter, or</span></p> <p><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span><span style='font-size:10.0pt;font-family:Arial'>President</span></p> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'> </span></b><span style='font-size:10.0pt;font-family:Arial'>Faculty Advisor</span></p></td> </tr> <tr> <td valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:18.0pt;font-family:Webdings'>&#154;</span><span style='font-size:18.0pt;font-family:Arial'> </span><span style='font-size: 10.0pt;font-family:Arial'><a href="#_Mailing_Total_Amount">Mailing Payment to the National Office</a></span></p></td> <td width=152 valign=top class="Normal">&nbsp; </td> </tr> <tr> <td valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'><a href="#_Submitting_Pledges_to">Submitting Pledges to the Faculty Inbox</a></span></p></td> <td width=152 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><span style='font-size:10.0pt;font-family:Arial'>Reporter, or</span></p> <p><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span><span style='font-size:10.0pt;font-family:Arial'>President</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>Faculty Advisor has rights to skip this step.</span></p></td> </tr> <tr> <td valign=top class="Normal"> <p><span style='font-size:10.0pt;font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'><a href="#_Submitting_Pledges_to_1">Submitting Pledges to the Initiates/National Office Inbox</a></span></p></td> <td width=152 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt;font-family:Arial'>  </span></b><span style='font-size:10.0pt;font-family:Arial'>Faculty Advisor</span></p></td> </tr> <tr> <td valign=top class="Normal">&nbsp; </td> <td width=152 valign=top class="Normal">&nbsp; </td> </tr> </table> <p>NOTE <span style='font-family: Webdings'>i</span>     <span style='color:black'>If the Pledge is added by the Faculty Advisor or President, it will be saved and stored in the President/Advisor Inbox, skipping the Planning/Reporter Inbox step in the approval process.</span></p> <h3><a name="_Toc49846359">&nbsp;</a></h3> <h3><a name="_Toc49877098">Understanding the Adjusted Member Pledge Base (AMPB)</a></h3> <p><a name="_Adding_Pledges"></a><a name="_Uploading_Adding_Pledges"></a>Please see the Program for Chapter Activities, <a href="http://www.bap.org/chapact/pca.htm#ampb" >AMPB</a> Section for a thorough description of the AMPB.</p> <p>Please record changes in membership status as these changes occur. The RI uses the data in your Members section to populate your Professional and Service Activity Worksheets with members who were eligible to participate on the date of the Event. Therefore, to create Activity Worksheets, your membership information must be up-to-date.  Changes to membership status will affect the adjusted member/pledge base as of the beginning of each month. </p> <br clear=all style='page-break-before:always'> <h3><a name="_Toc49877099"></a><a name="_Toc49846360"></a><a name="_Toc46724383">1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Adding Pledges</a></h3> <p><span style='font-size:10.0pt;font-family: Arial'>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From  the Chapter Main Menu / Members Section, click   Add <b><u>new</u> </b>Pledge </span></p> <p><span style='font-size:10.0pt;font-family: Arial'>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt regarding fees, click <b>OK</b>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Fill in the form for the new pledge.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>HELP ON SPECIFIC FIELDS </span></p> <p>Required           First Name</p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Last Name </span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Address Line 1</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        City</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        State</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Zip</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Phone</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Type of Membership</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>                        Major</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>                        Email Address</span></p> <p>Name                Be sure to enter the names <b><i>exactly</i></b> as it should appear on the membership <b>CERTIFICATES</b>.  Pay special attention that the first name is in the First Name Field, etc. Use proper punctuation. <b><u>DO NOT</u></b> use all capital letters. </p> <p>Initiation Date    Is not required at the time of adding a new pledge.  (It will be required when the Faculty Advisor submits the pledge to the Initiates/National Office inbox.)  </p> <p><span style='font-size:10.0pt;font-family: Arial'>d.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the </span><b><span style='font-size:10.0pt;font-family:Arial'>Save this Pledge</span></b><span style='font-size:10.0pt;font-family:Arial'> button.</span></p> <p><b><span style='color:red'>ALERT !</span></b>      Each time you save a new Pledge, your chapter will be charged the standard pledge fee, regardless of error.  The fees are displayed on the Chapter Main Menu / Members section in the <b>Status table</b>.</p> <p>NOTE <span style='font-family:Webdings'>i</span>           The $Due displayed in the table below reflects the net outstanding balance. If the chapter has a carry forward credit balance from prior year, it will be reflected here.<img border=0 width=306 height=195 src="/images/image014.gif" ></p> <p><span style='font-size:10.0pt;font-family: Arial'>e.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt describing the Effective Date s impact to the AMPB and roster of members, click </span><b><span style='font-size:10.0pt;font-family:Arial'>OK</span></b><span style='font-size:10.0pt;font-family:Arial'>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>f.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt confirming the Effective Date</span><span style='font-size:10.0pt;font-family: Arial'>, change the Effective Date if necessary and click <b>OK</b>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>g.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Repeat Steps 1a through 1f until all Pledges are added.</span></p> <h3><a name="_Toc49877100"></a><a name="_Toc49846361"></a><a name="_Toc46724384"></a><a name="_Mailing_Total_Amount"></a>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Mailing Total Amount Due to the National Office <span style='font-size: 18.0pt;font-family:Webdings'>&#154;</span></h3> <p>Mail a check for the <b>total amount due</b> (pledge fees plus any carry forward balance) immediately upon saving pledges in the RI.  See <a href="#_Minimum_Membership_Eligibility">Mailing Payments to the National Office</a> for instructions.  </p> <p>For pledges entered prior the 2002-2003 year, there may be special payment instructions. Please contact the National Office for more information.</p> <h3><a name="_Toc49877101"></a><a name="_Toc49846362"></a><a name="_Toc46724385"></a><a name="_Submitting_Pledges_to"></a>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Submitting Pledges to the Faculty Inbox</h3> <p><span style='font-size:10.0pt;font-family: Arial'>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the Chapter Main Menu / Members section <b>Status table</b>, click <b>Pledge/Reporter/President Inbox</b>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Check the select column for each pledge you want to submit to the Faculty Advisor Inbox for eligibility approval.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>From the <b>Change Member Status</b> drop down list, select <b>Submit to Faculty</b>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>d.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Enter the <b>Effective Date </b>of the status change if different than today. </span></p> <p>NOTE <span style='font-family: Webdings'>i</span>     Ensure that all checked individuals have the same effective date.</p> <p><span style='font-size:10.0pt;font-family: Arial'>e.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the  <b>Change the status of selected individuals</b> button.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>f.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt describing the Effective Date s impact to the AMPB and roster of members, click </span><b><span style='font-size:10.0pt;font-family:Arial'>OK</span></b><span style='font-size:10.0pt;font-family:Arial'>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>g.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt confirming the Effective Date</span><span style='font-size:10.0pt;font-family: Arial'>, change the Effective Date if necessary and click <b>OK</b>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>h.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Main Menu </b>icon.</span></p> <br clear=all style='page-break-before:always'> <h3><a name="_Submitting_Pledges_to_1"></a><a name="_Toc49877102"></a><a name="_Toc49846363"></a><a name="_Toc46724386">4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Submitting Pledges to the Initiates/National Office Inbox</a> </h3> <h4>UNDERSTANDING SUBMITTING PLEDGES TO THE INIATES/NATIONAL OFFICE INBOX</h4> <table border=1 cellspacing=0 cellpadding=0 width=535> <tr> <td width=535 valign=top class="Normal"> <p><b>Who Can Submit Pledges to Initiates/National Office Inbox?</b></p></td> </tr> <tr> <td width=535 valign=top class="Normal"> <p><b><span style='font-size: 18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <p>NOTE <span style='font-family: Webdings'>i</span>     The Faculty Advisor must enter eligibility information for each Pledge in the <b>Approval Code </b>field, as well as review each Pledge s record before submitting to the Initiates/ National Office Inbox. The Pledge must meet at least one of the five <a href="#_Understanding_the_Minimum">minimum eligibility requirements</a> in the bylaws. </p> <p>To prevent student officers from viewing other student's grades in the form of the Approval Code, once a Pledge has been submitted to the Faculty Inbox, the Reporter and President logins no longer have access to edit the Pledge s record, or change the Pledge s status. Furthermore, Approval Codes are never viewable by Reporter or President logins.</p> <p>The Pledge becomes an Initiate when the Faculty Advisor submits the Pledge to the Initiates/National Office Inbox.</p> <br clear=all style='page-break-before:always'> <h4>procedures for submitting pledges to the initiates/national office inbox</h4> <p>a.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Members section <b>Status table</b>, click <b>Faculty Inbox.</b></p> <p>b.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>If initiation dates <i>are</i> entered for each Pledge, skip to step c below. If initiation dates are <i>not</i> entered for each Pledge, you must edit the record and submit in two separate steps . . . </p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>i.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Members list, click <b>edit</b>.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>ii.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Enter the <b>Initiation Date</b>.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>iii.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the <b>Approval Code</b>.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>iv.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Save this Member</b> button.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>v.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Repeat steps b-i through b-iv for each Pledge.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>vi.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Members list, complete steps c-ii through c-iv below.</p> <p>c.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>If initiation dates <i>are</i> entered for each Pledge you may select Approval Codes and submit to the National Office Inbox in a single step.  From the Members list . . .</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>i.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Check the <b>Select </b>column for each Pledge you want to submit.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>ii.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Select the <b>Approval Code </b>from the drop down list.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     If the Approval Code drop down list does not appear in the Select column, the initiation date has not been entered. Return to step b above.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>iii.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the <b>Change Member Status</b> drop down list, select  Submit to National. </p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>iv.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Enter the <b>Effective Date</b>.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     Ensure that all checked individuals have the same effective date.</p> <p><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>v.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b> Change the status of selected individuals </b> button.</p> <p><span style='font-size:10.0pt; font-family:Arial'><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>vi.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt regarding fees, click <b>OK</b>.</span></p> <p><span style='font-size:10.0pt; font-family:Arial'><span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>vii.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Main Menu</b> icon.</span></p> <p><a name="_Mailing_Total_Amount_1"></a>NOTE <span style='font-family:Webdings'>i</span>     Once the Initiates have been submitted to the Initiates/National Office inbox, membership CERTIFICATES will be printed and mailed to the chapter Faculty Advisor listed in your Chapter Information Section. <i>Please allow at least 3 weeks for delivery. </i></p> <h3><a name="_Toc49877103"></a><a name="_Toc49846364"></a><a name="_Toc46724388">5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Monitoring Active Members List for National Office Approval of Initiates</a></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>A week or two after submitting Pledges to the Initiates/National Office Inbox, from the Chapter Main Menu / Members section <b>Status table</b>, click the <b>Active Members</b> category.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Ensure that the recent initiates appear in this list.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b>Main Menu </b>icon.</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Members section <b>Status table</b>, locate the <b>Active Members count</b> and ensure it accurately reflects your total number of active members.</p> <br clear=all style='page-break-before:always'> <h3><a name="_Changing_Statuses_Throughout"></a><a name="_Changing_Other_Member"></a><a name="_Toc49877104"></a><a name="_Toc49846365"></a><a name="_Toc46724389">Changing Other Member Statuses Throughout the Year</a></h3> <h4>UNDERSTANDING other member statuses AND lOGIN RIGHTS</h4> <p class=MsoBodyTextIndent3>The following table summarizes the various status changes that can occur and who has rights to make those changes.  The procedures below are identical for each status change.</p> <table border=1 cellspacing=0 cellpadding=0 width=492> <tr> <td width=139 valign=top class="Normal"> <p><b>Current Status/Inbox</b></p></td> <td width=197 valign=top class="Normal"> <p><b>New Status/Inbox</b></p></td> <td width=156 valign=top class="Normal"> <p><b>Who can make this Status Change?</b></p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Active Member</p></td> <td width=197 valign=top class="Normal"> <p>Alumni</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:18.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Active Member</p></td> <td width=197 valign=top class="Normal"> <p>Members on Internship or Non-Enrollment</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Members on Internship or Non-Enrollment</p></td> <td width=197 valign=top class="Normal"> <p>Active Member</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Inactive Pledges</p></td> <td width=197 valign=top class="Normal"> <p>Pledge/Reporter &amp; President Inbox</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter</p> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt'> </span></b>President</p> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Pledge/Reporter &amp; President Inbox</p> <p>OR Faculty Inbox</p></td> <td width=197 valign=top class="Normal"> <p>Inactive Pledges</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>¤</span></b><b><span style='font-size:24.0pt'> </span></b>Reporter</p> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&amp;</span></b><b><span style='font-size:18.0pt'> </span></b>President</p> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Pledge/Reporter &amp; President Inbox</p> <p>OR Faculty Inbox</p></td> <td width=197 valign=top class="Normal"> <p>Not Eligible for Membership</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> <tr> <td width=139 valign=top class="Normal"> <p>Not Eligible for Membership</p></td> <td width=197 valign=top class="Normal"> <p>Pledge/Reporter &amp; President Inbox</p> <p>OR Faculty Inbox</p></td> <td width=156 valign=top class="Normal"> <p><b><span style='font-size:18.0pt;font-family:Webdings'>&#151;</span></b><b><span style='font-size:24.0pt'> </span></b>Faculty Advisor</p></td> </tr> </table> <br clear=all style='page-break-before:always'> <h4>PROCEDURES FOR CHANGING OTHER MEMBER STATUSES</h4> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Chapter Main Menu / Members section <b>Status table</b>, click the status category for the individuals you want to change.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the Members list, check the <b>Select</b> column for each individual requiring the same status change.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the <b>Change Member Status</b> drop down list, select the appropriate action for all selected members.</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Enter the <b>Effective Date</b>.</p> <p>NOTE <span style='font-family: Webdings'>i</span>     Ensure that all checked individuals have the same effective date.</p> <p>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the <b> Change the status of selected individuals </b> button.</p> <p><span style='font-size:10.0pt;font-family: Arial'>6.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt describing the Effective Date s impact to the AMPB and roster of members, click </span><b><span style='font-size:10.0pt;font-family:Arial'>OK</span></b><span style='font-size:10.0pt;font-family:Arial'>.</span></p> <p><span style='font-size:10.0pt;font-family: Arial'>7.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>At the prompt confirming the Effective Date</span><span style='font-size:10.0pt;font-family: Arial'>, change the Effective Date if necessary and click <b>OK</b></span></p> <p><span style='font-size:10.0pt;font-family: Arial'>8.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><span style='font-size:10.0pt;font-family:Arial'>Click the <b>Main Menu</b> icon.</span></p> <h3><a name="_Toc49877105"></a><a name="_Toc49846366">Editing an Individual s Information (Other than Status)</a></h3> <p>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Locate the individual:</p> <p>If you know the individual s status . . . </p> <p>From the Chapter Main Menu / Members section <b>Status table</b>, click the status category for the individual. Locate the individual in the list.</p> <p>If you do not know the individual s status . . . </p> <p>From the Chapter Main Menu / Members section, click  List <b><u>all</u></b> active members and Pledges. Locate the individual in the list.</p> <p>NOTE:        Unfortunately this list is not sorted alphabetically by name.</p> <p>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>From the list of individuals, click the <b><u>edit</u></b> option corresponding to the individual you want to edit.</p> <p>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Edit the fields that have changed.</p> <p>NOTE:        Reporters are not allowed to edit all fields.</p> <p>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>Click the  <b>Save this Member</b> button.</p> <h2><a name="_Minimum_Membership_Eligibility"></a><a name="_(_Mail_Payments"></a>                                                                                   </h2> <br clear=all style='page-break-before:always'> <h2><a name="_Toc46480607"></a><a name="_Toc49877106"></a><a name="_Toc49846367"></a><a name="_Toc46724390">Appendices</a></h2> <h3><a name="_Toc49877107"></a><a name="_Toc49846368"></a><a name="_Toc46724391">Procedures for Mailing Payments to the National Office</a> <span style='font-size:18.0pt; font-family:Webdings'>&#154;</span></h3> <div style='border:solid windowtext 1.0pt;padding:1.0pt 4.0pt 1.0pt 4.0pt'> <p style='border:none;padding:0in'>WHEN DUE?        <span style='font-family:Symbol'>·</span>     Annual Maintenance Fee:  Oct. 15, with the Beginning of the Year Report</p> <p style='border:none;padding:0in'>                           <span style='font-family:Symbol'>·</span>     Pledge Fees: Upon Saving Pledges in the RI.  </p> </div> <p>NOTE <span style='font-family: Webdings'>i</span>:             For Pledges entered with an effective date prior to 6/1/2002 there may be special payment instructions. Please contact the National Office for more information.</p> <ol start=1 type=1> <li><span style='font-size:10.0pt; font-family:Arial'>From the Chapter Main Menu / Members section, click  <b><u>Generate </u></b>Membership Fees Invoice </span></li> </ol> <p>NOTE <span style='font-family: Webdings'>i</span>:    The total amount due is also displayed in the Status table on the Chapter Main Menu / Members section.  </p> <p><img border=0 width=306 height=195 src="/images/image015.gif" ></p> <ol start=2 type=1> <li><span style='font-size:10.0pt; font-family:Arial'>Simultaneously press the <b>Ctrl key</b> and the <b>P key</b> on your keyboard <b>[Ctrl-P]</b> to print the Invoice to include with your payment.</span></li> <li><span style='font-size:10.0pt; font-family:Arial'>Close the Membership Fees Invoice Window to return to the Chapter Main Menu.</span></li> <li><span style='font-size:10.0pt; font-family:Arial'>Mail a check to the <a href="http://www.bap.org/direct/contact.htm" >National Office</a> for the total amount due displayed on the Invoice.</span></li> </ol> <p>NOTE <span style='font-family: Webdings'>i</span>:    Please follow the payment instructions on the invoice. </p> <ol start=5 type=1> <li><span style='font-size:10.0pt; font-family:Arial'>After 7-10 days, from the Chapter Main Menu / Membership section, click  View <b>YTD Membership Report</b> to verify receipt of payment.  </span></li> </ol> <p><span style='font-size:10.0pt; font-family:Arial'>NOTE </span><span style='font-size:10.0pt;font-family:Webdings'>i</span><span style='font-size:10.0pt;font-family:Arial'>:    You may also click  Go to Activity Check List to ensure the item is checked-off for the payment you sent.  </span></p> <br clear=all style='page-break-before:always'> <h3><a name="_Toc46724392"></a><a name="_Toc46480608"></a><a name="_Understanding_the_Minimum"></a><a name="_Toc49877108"></a><a name="_Toc49846369">Understanding Minimum Eligibility Requirements for Membership</a></h3> <p>The bylaws state that to be initiated, each Pledge must meet at least one of the five minimum eligibility requirements:</p> <p><span style='font-size:10.0pt;font-family:Arial'>1.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Faculty members who are</span></b><span style='font-size:10.0pt;font-family:Arial'> full-time members of the accounting, finance, or information systems faculty at institutions in which a chapter is located.</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>2.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Honorary</span></b><span style='font-size:10.0pt;font-family:Arial'>. Individuals who exhibit those qualities that Beta Alpha Psi fosters and have achieved prominence in the fields of accounting, finance or information systems or have contributed significantly of their time and talent to the fraternity or its local chapters are eligible for election as Honorary members. </span></p> <p><span style='font-size:10.0pt;font-family:Arial'>3.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Graduate</span></b><span style='font-size:10.0pt;font-family:Arial'>. Students who have been accepted and matriculated into a master's degree level program in accounting, finance or information systems. Undergraduate students and non-degree seeking, post-baccalaureate students must meet one of the following minimum criteria: </span></p> <p><span style='font-size:10.0pt;font-family:Arial'>4.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>3.0</span></b><span style='font-size:10.0pt;font-family:Arial'>. Be a declared accounting, finance or information systems major who has completed a minimum of two years of collegiate courses, with at least a 3.0 grade point average in all university courses attempted (or ranks in the upper 35% of the university class), and have completed at least one upper level accounting, finance or information systems course with at least a 3.0 grade point average in all upper level accounting, finance or information systems courses attempted. Note that a grade point average below 3.0 (such as 2.99) does not meet the minimum requirements for undergraduate membership.</span></p> <p><span style='font-size:10.0pt;font-family:Arial'>5.<span style='font:7.0pt "Times New Roman"'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span><b><span style='font-size:10.0pt;font-family:Arial'>Be a declared accounting, finance or information systems major who has </span></b><span style='font-size:10.0pt;font-family:Arial'>completed a minimum of one year of collegiate courses, with at least a 3.25 grade point average in all university courses attempted in the most recent academic terms that include 30 semester hours, and have completed at least one upper level accounting, finance or information systems course with at least a 3.0 grade point average in all upper level accounting, finance or information systems courses attempted.<br> <br> </span></p> <!-- end content --> </blockquote></td> </tr> </table></td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td width="100%" height="1" bgcolor="#000000"></td> </tr> </table> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td><div align="center"><span class="bodytextbold">&copy; 2004 Beta Alpha Psi</span> <span class="bodytextbold">&Alpha;&Beta;&Psi; </span><br> </div></td> </tr> </table> </body> </html>