Theta Tau Chapter Management Tool
FAQ & HELP GUIDE

Help Guide        1

Getting started        1

Navigation        2

Home        2

Chapter        2

Members        2

Scores        2

Events        2

Submissions        2

Tasks        3

Forms        3

My Profile        3

Sign Out        3

Submitting Initiation Forms        4

Submitting Membership Status Change
(Graduating, COOP, Withdraw, Transfer)
        5

Submitting Officer Election Reports        6


Help Guide

Getting started

Navigation


Submitting Initiation Forms

If you are an officer, from the navigation bar, select “Forms” → “Initiation”

You will see a list of current potential new members as well as previously submitted initiation and depledge reports.

For current pledges you can select from the drop down whether to:

Initiate: To initiate the potential new member as an active

Depledge: To drop the potential new member from the pledging process

Defer: To defer the initiation of a potential new member for the current time

After selecting the new status for all potential new members. Click the “Next” button.

On the next page you fill in the information for the potential new member. Once all information is complete, you can submit the form by clicking the “Submit” button.

Submitting Membership Status Change
(Graduating, COOP, Withdraw, Transfer)

If you are an officer, from the navigation bar, select “Forms” → “Status Change”

On the new page

Select a member and their new status from the drop down menus.

To add a member to the list, select the “Add Row” button.

To Remove a member from the update list (NOT AS A MEMBER, just from this list), select the “Add/Remove” checkbox and click “Delete Selected”

Once all members and their new status are selected. Click the “Next” button.

Submitting Officer Election Reports

If you are an officer, from the navigation bar, select “Forms” → “Officer Report”

On the new page, select the member, the role, the start, and the end date for that member.

Select a member and role from the respective drop downs.

Add new rows by selecting the “Add Row”

Once all roles are set, submit the form by clicking “Submit”