How to submit other online reports

Election of New Officers
  • Click on 'Other Reports' button
  • Click on 'Report of Election of Officers' button
  • Select and click on 'Election Information' button
  • Enter date of election and term dates
  • In righthand box:
    • Select Officer to add
    • Chapter defaults to your chapter (must change if Advisor or Officer is not a member of your Chapter)
    • Enter last name of new Officer (optional)
    • Click on 'Add Officer' button.
  • New window opens
  • Click arrow on pulldown list under current members
    • If last name was entered, member appears in the pull down list on the left.
    • If duplicates appear, select correct member
    • If last name was not entered, the pull down list contains all members. Select correct member.
    • Click on 'Continue' button
  • You will be returned to the Election Information window
  • Selected member will appear under Officers Added.
  • Repeat process for all Officers and Advisor
  • Click on 'Back' button when finished

Fall Contact Information Update
  • Logon to the system 
  • Click on 'Other Reports' button 
  • Click on 'Officer Update' button 
  • Select <New> 
  • Click on 'Update Info' button 
  • Select Officer to update 
  • Click on 'View/Modify Address' button 
  • Enter updated information
  • Click on 'Continue' button 
  • Select next Officer to update
  • Review UPS address and update if necessary
  • Click on 'Back' button

Financial Report
  •  Logon to the system Click on 'Other Reports' button
  •  Click on 'Financial Report' button
  •  Select and click on 'Financial Report' button

Annual Survey
  •  Logon to the system Click on 'Other Reports' button
  •  Click on 'Chapter Survey' button
  •  Select and click on 'Chapter Survey' button