What is the Chapter Dashboard The Chapter Dashboard

  • Slides: 12
Download presentation
What is the Chapter Dashboard? The Chapter Dashboard is your go-to place to submit

What is the Chapter Dashboard? The Chapter Dashboard is your go-to place to submit reports to Headquarters and to monitor your chapter’s progress. Because the Chapter Dashboard is a management tool, access is restricted to current chapter officers only. Reports and forms previously found in the Chapter Toolkit will be located in the Chapter Dashboard. The Chapter Toolkit will remain accessible through the Dashboard and will continue to host a variety of useful chapter resources. Here’s an overview of what you can do with the Chapter Dashboard: • Submit reports • Update officer roster • View analytical reports and monitor chapter progress • Update profile info for members and chapter • Manage membership roster • Submit payment to Headquarters

How to Access the Chapter Dashboard can be accessed three ways: 1. Go to

How to Access the Chapter Dashboard can be accessed three ways: 1. Go to http: //dashboard. phikappaphi. org. If prompted to sign in, enter the username and password you use at www. Phi. Kappa. Phi. org. 2. Go to www. Phi. Kappa. Phi. org and sign in using the Member Login at top right. Once logged in, go to Chapters Running Your Chapter Dashboard. 3. Or, the Chapter Dashboard may be accessed from the Chapter Toolkit at www. Phi. Kappa. Phi. org. Use your username and password from Phi. Kappa. Phi. org to access the Chapter Dashboard.

Chapter Dashboard Screen Once logged in, you’ll see the main Chapter Dashboard screen. Note

Chapter Dashboard Screen Once logged in, you’ll see the main Chapter Dashboard screen. Note that it’s specific to you and your chapter. This will be your “home base. ” Review this page often for announcements, dates and deadlines, and real-time chapter data.

Menu Option: MEMBERSHIP In the Membership section, there are two options: Actions and Reports.

Menu Option: MEMBERSHIP In the Membership section, there are two options: Actions and Reports. • Under Actions, officers can Add New Members, Manage Members and Edit Member Profile information. • Under Reports, officers can view a Member List to confirm the roster is current and use the contact information to communicate with members. More reports will be added here as needed.

Menu Option: MEMBERSHIP – Add New Members • Chapters NOT using the Online Enrollment

Menu Option: MEMBERSHIP – Add New Members • Chapters NOT using the Online Enrollment Program (OEP) will use the Add New Members tool to add new members to the chapter roster. They can be added individually or by importing a spreadsheet using a provided template. Use the Add Person From File link to upload a spreadsheet.

Menu Option: MEMBERSHIP – Manage Members The Manage Members tool can be used to

Menu Option: MEMBERSHIP – Manage Members The Manage Members tool can be used to update the status of a member on your chapter roster. • Cancel will be available for the first 30 days after adding the member to your chapter roster. • Rescind will be available after 30 days. You will be requested to upload the request from the member. • Transfer will be available when you need to add a member to your roster as a transfer. • Graduate will be available to identify members of your chapter who have graduated. • Distinguished is available to nominate a member for distinguished status. Nomination letter and resume can be uploaded.

Menu Option: MEMBERSHIP – Edit Member Profile Using the Edit Member Profile tool, officers

Menu Option: MEMBERSHIP – Edit Member Profile Using the Edit Member Profile tool, officers now have the ability to update a member’s profile on their behalf if they are on your current roster. While members still have the ability to update their own profile on the Phi Kappa Phi website, there may be cases where you need to update the information for them. The following fields can be updated by chapter officers: • Informal Name • Proposed Graduate Date • Undergrad/Graduate Major/Degree • Election Status • Address • Email • Phone numbers

Menu Option: OFFICERS In the Officers section, again there are two options: Actions and

Menu Option: OFFICERS In the Officers section, again there are two options: Actions and Reports. • Under Actions, the Manage Officers section is where you will update your chapter officer list. • Keep your officer roster up to date! • Add officers in advance with future effective date • Duplicate positions may be added if your chapter has more than one person in any given position • Deadline – update by June 15 each year • Access is dependent on current officer status Note: Because we want to make sure only current officers have the ability to complete actions using the Chapter Dashboard, it is more important than ever to keep your roster up to date. When an officer leaves a position, make sure to go in and remove them from the roster even if you don’t currently have a replacement. • Under Reports, you will be able to pull an Officer Roster and Inactive Officer List. • Run the Officer Roster report to make sure your chapter officer list is current. It’s also great to use as your communication distribution list. • Run the Inactive Officer List to ensure all chapter officers are current with their national dues.

Menu Option: CHAPTER MANAGEMENT The Chapter Management section is likely where you will spend

Menu Option: CHAPTER MANAGEMENT The Chapter Management section is likely where you will spend the most time. Under the Actions and Report tabs you’ll find the reports previously accessed on the Chapter Toolkit.

Menu Option: CHAPTER MANAGEMENT Under Actions: • • Select items to pay and enter

Menu Option: CHAPTER MANAGEMENT Under Actions: • • Select items to pay and enter checking or credit card information to submit payment Update your chapter’s profile, including contact information, social media links and even information about campus leadership Update your chapter’s financial or ACH information Electronically submit the following reports directly to headquarters: • Advertisement Reimbursement • Chapter Dues Increase • Annual Report • Financial Report • OEP Setup Request • Speakers Request • Transmittal Checklist Under Reports: • Chapter Management contains helpful reports for managing your chapter. The following reports are available: • Chapter Profile • Financial Statement • Dues Summary • OEP Dues Collected • OEP List of Initiates • OEP List Updates • OEP Names For Program

Other Resources in Chapter Dashboard The goal of the Chapter Dashboard is to be

Other Resources in Chapter Dashboard The goal of the Chapter Dashboard is to be a one-stop hub for all of your chapter management needs. To that end, we have added links to additional resources to the Chapter Dashboard that are key to running your chapter. Links to the following are available from the Chapter Dashboard: • Toolkit Use the Toolkit link to access all the resources at Phi. Kappa. Phi. org including: • Templates • Logos and Fonts • Tutorials and Podcasts • Sample Chapter Bylaws • Award Applications and Promotional Materials • Benefits Overview • Communications Guide • About Phi Kappa Phi Power. Point • Advertisements, Posters, Stationery, Fact Sheet • Fulfillment Orders Use the Fulfillment Orders link to order initiation invitation materials, including new member packets and new member pins, personalized printed invitation kits, and customized emails

Questions? We’re here to help! Resources for assistance chapters@phikappaphi. org 800 -804 -9880, ext.

Questions? We’re here to help! Resources for assistance [email protected] org 800 -804 -9880, ext. 224 or 220