ASSESSMENT AND REPORTING HOW WHEN AND WHAT TO

ASSESSMENT AND REPORTING HOW, WHEN AND WHAT TO SHARE COUNCIL OFFICERS AND PRESIDENTS LEADERSHIP ADVANCE 2018

WHAT FORMS LINK TO WHAT INFORMATION • PHILANTHROPY FORMS • MAY COMPLETE AS MANY PER SEMESTER AS NEEDED • SHARES TOTAL MONEY/ GOODS RAISED BY YOUR ORGANIZATION • DO NOT REPORT MONEY DONATED TO OTHER CHAPTERS/HOUSES EVENTSR ; ELAY, PUDM, ETC ARE EXCEPTIONS • ORGANIZATION COMMUNITY SERVICE • COMPLETE ONE PER SEMESTER • SHARES TOTAL NUMBER OF SERVICE HOURS FOR YOUR ORGANIZATION

WHAT FORMS LINK TO WHAT INFORMATION • MEMBERSHIP FORMS: • ALLOW STAFF TO ACCESS YOUR GRADES AND SHARE ON ORGANIZATION GRADE REPORT • EACH MEMBER COMPLETES THESE INDIVIDUALLY WHEN THEY JOIN YOUR ORGANIZATION/ ARE APPROVED TO GO THROUGH AN ORGPROCESS • UTILIZE THIS INFORMATION FOR GRADE REPORTS AND THE SEMESTER REPORT • BOILERLINK ROSTER • SHARES THE TOTAL NUMBER OF MEMBERS IN YOUR ORGANIZATION AND WHO THOSE MEMBERS ARE • INVITATIONS CAN BE SENT BY ONE PERSON, EACH MEMBER THEN ACCEPTS THE INVITATION • UTILIZE THIS INFORMATION ON OFFICIALUNIVERSITY REPORTS

WHEN SHOULD THIS INFORMATION BE COMPLETED? • MEMBERSHIP FORMS VARY BY COUNCIL • USUALLY 72 HOURS AFTER RECEIVING AN INVITATION TO MEMBERSHIP OR APPROVAL TO UNDERGO A PROCESS • RECOMMEND TO COMPLETE AS A GROUP AT FIRST NEW MEMBER EDUCATION SESSION OR DURING AN INTAKE MEETING • ALL REPORTING IS TO BE COMPLETED BYMAY 1 ANDDECEMBER 1 • EACH COUNCIL HAS SPECIFIC CONSEQUENCES IF NOT COMPLETED • IFC AND PHA: $1000 FINE • NPHC: LOSS OF STEP SHOW PARTICIPATION • GREEK GALA RECOGNITION

HOW TO REPORT • ALL FORMS • LOG ON TO BOILERLINK AND SEACH “FSC” • CLICK ON FRATERNITY, SORORITY AND COOPERATIVE LIFE

HOW TO REPORT • ALL FORMS • ONCE ON THE FSCL PAGE, SCROLL TO THE FORMS SECTION

HOW TO REPORT • ALL FORMS • IF YOU DO NOT SEE YOUR FORM ON THE MAIN PAGE, CLICKV“IEW ALL FORMS”

HOW TO REPORT • PHILANTHROPY REPORT • CLICK ON THE PHILANTHROPY REPORT LINK • FILL IN THE APPROPRIATE FIELDS AND CLICK SUBMIT • IT WILL SHOW AS “PENDING” UNTIL APPROVED BY A STAFF MEMBER

HOW TO REPORT • ORGANIZATION COMMUNITY SERVICE REPORT • CLICK ON THE ORGANIZATION COMMUNITY SERVICE REPORT LINK • FILL IN THE APPROPRIATE FIELDS AND CLICK SUBMIT • IT WILL SHOW AS “PENDING” UNTIL APPROVED BY A STAFF MEMBER

HOW TO REPORT • MEMBERSHIP FORMS • CLICK ON THE MEMBERSHIP FORM LINK • FILL IN THE APPROPRIATE FIELDS AND CLICK SUBMIT • IT WILL SHOW AS “PENDING” UNTIL GRADUATION OR WITHDRAWAL OF MEMBERSHIP

HOW TO REPORT • ORGANIZATION ROSTER • CLICK ‘MANAGE ORGANIZATION’ BUTTON ON YOUR ORGANIZATION’S PAGE • OPEN THE SIDE BAR (CLICK ON THE THREE HORIZIONTAL LINES) AND FINDR“OSTER”

HOW TO REPORT • ORGANIZATION ROSTER • TO ADD PEOPLE TO YOUR ROSTER, CLICK “INVITE PEOPLE”

HOW TO REPORT • ORGANIZATION ROSTER • ADD PURDUE. EDU ADDRESSES INTO THE TEXT BOX, SEPARATED BY A COMMA, AND CLICK ADD EMAIL ADDRESSES • CLICK SEND INVITATIONS; EACH MEMBER MUST ACCEPT THIS INDIVIDUALLY

HOW TO REPORT • ORGANIZATION ROSTER • TO MAKE EDITS TO OFFICER ACCESS LEVELS, CLICK ONM “ ANAGE POSITIONS” ON THE RIGHT • ADJUST PERMISSIONS ASSOCIATED WITH EACH ROLE, THEN CLICK SAVE.

HOW TO REPORT • ORGANIZATION ROSTER • TO REMOVE MEMBERS, CLICK THE CHECKBOX AND THEN E“ ND MEMBERSHIP”

HOW TO REPORT • ORGANIZATION ROSTER • TO CHANGE OFFICERS OUTSIDE OF THE REGISTRATION PERIOD, CLICK ON THE EDITING TOOL NEXT TO A MEMBER’S NAME

WHAT ABOUT RE-REGISTRATION? • ALL STUDENT ORGS NEED TO RE-REGISTER WITHSTUDENT ACTIVITIES AND ORGANIZATIONS ANNUALLY • THIS HAPPENS ONCE YOU ELECT NEW OFFICERS • TO COMPLETE THE PROCESS YOU WILL NEED: • NEW OFFICER CONTACT INFORMATION • UPDATED CONSTITUTION/BYLAWS • ADVISOR CONTACT INFORMATION • SIGNED ADVISOR AGREEMENT FORM (AVAILABLE ONSAO’S BOILERLINK PAGE)

• CLICK THE GRID ICON AT THE TOP RIGHT HAND SIDE OF THE PAGE • CLICK ON THE “MANAGE” OPTION TO TAKE YOU TO THE ACTION CENTER • SEARCH FOR YOUR ORGANIZATION IN THEORGANIZATION SEARCH FIELD

• SELECT THE BLUE BUTTON ON THE ORGANIZATION PAGE TO RE-REGISTER • IF THE BLUE BUTTON DOES NOT APPEAR, CONTACTSTUDENT ACTIVITIES AND ORGANIZATIONS AT SAO@PURDUE. EDU OR 765 -494 -1231

QUESTIONS? • CONTACT NICKI ROWLETT AT NROWLETT@PURDUE. EDU OR YOUR COUNCIL ADVISOR • PLEASE SHARE THIS WITH OTHER OFFICERS IN YOUR ORGANIZATION • CHECK THE SAO BULLETIN FOR IMPORTANT INFORMATION AND UPDATES EACH MONTH • REMEMBER, REPORTING IS DUE BY 11: 59 PM MAY 1 ANDDECEMBER 1