Chapters
Create a Chapter:
- Enter the Chapter ID
- Enter the Chapter Name
- Enter a Chapter Description
- Enter a Charter Date
- Select the associated “people type”
- Enter the Tax ID
- Enter the Incorporation
- Enter any Notes
- Select a Display Option
- Select an Active Status
- Save
Find a Chapter:
- Enter the Chapter Name
- Enter the Chapter Description
- Select the Active Status
- Select to display all fields
- Select Output
Find Chapter Roles:
- Enter Chapter Name
- Enter Chapter description
- Enter Chapter Active Status
- Select the Role
- Select the Role Active Status
Assign Chapter Roles:
- Find a Chapter
- Next to the Chapter Name, click on Role
- This will display all active Roles for the Chapter and their assigned Person
- In the top right corner of the screen, click on Add
- Select the person from the People pop-up picker
- Select the Role to be assigned
- Select the Active Status
- Select the Active Date
Create a New Chapter Role:
- Navigate to Reference in the left menu
- Click on Lookup
- Select Chapter Role from the drop list and click GO
- This will show a list of Chapter Roles
- Click New in the top right corner of the screen
- Select the Type (ChapterRole)
- Enter the Index (this should be a number greater than the last Index used on the list of Chapter Roles)
- Enter a Description (this is the Chapter Role name)
- Enter a Numeric Value (if applicable)
- Enter a String Value (if applicable)
- Enter an Application Value (if applicable)
- Enter an Order
- This is the Order that the Chapter Role will be displayed in the list of available Roles (this should be in increments of 10)
