How to Submit Chapter Reports
- Login to the system
- Click on 'Other Reports' button
- Click on 'Officer Information Related Reports' button
- Click on 'Report of Officer and Advisor Election' button
- Click on 'Election Information' button
- Enter date of election and term dates
- In right hand 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 pull down 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 advisors
- Click on 'Back' button when finished
- Login to the system
- Click on 'Other Reports' button
- Click on 'Officer Information Related Reports' button
- Click on 'Update Information'
- Select <New>
- Click on 'Update Fall Information' 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
- Enter information about your dean of engineering and the president/chancellor of your institution
- Click on 'Update School Officials' button
- Enter academic terms
- Click on 'Update Academic Terms' button
- Add any comments (if needed) and click on 'Modify Comments' button
- Click on 'Back' button
- To submit, click on 'Submit to HQ' button
- Login to the system
- Click on 'Other Reports' button
- Click on 'Financial Report' button
- Select
and click on 'Financial Report' button again
- Login to the system
- Click on 'Other Reports' button
- Click on 'Chapter Survey' button
- Select "new"
and click on 'Chapter Survey' button again