Rotary International Website. ...turning conversations into actions. My Rotary. Quick Reference Guide

Transcription

1 Rotary International Website...turning conversations into actions My Rotary Quick Reference Guide September 2013

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3 My Rotary R.I. Website Have you seen how great the new Rotary International website is? You will need one of the following browsers to access this website Google Chrome Firefox Safari Internet Explorer 9 and above These browsers can be downloaded at no cost providing that your computer has the required hardware to run the system Most computers purchased in the past 5 years will run these browsers Why not make the most of this journey and explore what else there is to see on the revamped site!

4 What and Why Do I really need it?

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6 How to Register How to register for My Rotary 1. Go to then, click on My Rotary. 2. Click on the Register button. 3. Follow the prompts:

7 4. After receiving the , click on the link as shown below: 5. In the Account Set-Up, the password should be 8 characters minimum, at least one uppercase, one lowercase and a number. The answer to the Secret Question should have more than 4 characters.

8 How to Add New Members 1) Sign in to My Rotary: using your login and password 2) Hover your mouse over the word Manage and then under the heading Club and District Administration click on Club Administration : 3) Click on Add/edit/remove member :

9 4) Click on Add members : 5) If the member is a Rotarian, has been a Rotarian in the past or if you are uncertain click on Search for an existing member. To avoid adding someone who is already in the RI database it is highly recommended that you search for the member before adding them as a new member. This will help avoid them losing their membership history. If you are certain that a member has never been a Rotarian go to instruction 11). 6) Search for the member either by membership ID or first name, last name, city and country/geographical region. The press Submit :

10 7) Once you locate the member, member click on their name highlighted in blue: 8) Make sure that all of the information listed is correct:

11 9) Scroll down to the last dialogue box. Select either Active or Honorary as the member type. Then add the membership change date. Please note that future member change dates and member change dates more than 180 days in the past are not allowed. Then click on Add member & update contact : 10) You will see that the member has been successfully added: 11) If you are certain a member has never been a Rotarian click on Continue :

12 12) Fill in all the required details for the new member: 13) Select the member type from the drop down box ie Active :

13 14) Enter in the date that new member joined the club. Please note that future member change dates and member change dates more than 180 days in the past are not allowed. Then press Save : 15) You will see a screen with the new Membership ID number. The press OK. 16) You should see the new member added in the active members list:

14 How to do Semi Annual Returns To view and pay SAR on-line: 1) Log in to My Rotary: using your log in 2) Hover your mouse on Manage and then click on Club Administration : 3) Scroll down to Semiannual Dues (SAR) and click on Semiannual dues invoice : 4) You will see an outstanding amount in local currency (if available) as well as in US$. You can adjust the currency as well as the amount you would like to pay. Note: Australian clubs must include GST. In this case adjust the Payment amount to reflect Total amount to pay. Click Continue to payment page if the club would like to pay by credit card:

15 5) Check that the billing information is correct and then click Continue : 6) Again check the Summary including amount and then click Continue : 7) To download the paper SAR package click on Download CURRENT period SAR package.

16 This will produce the invoice, membership list, worksheet and instructions: 8) Send an to Data Services to confirm the number of members and The Rotarian magazines (not Rotary Down Under) you are paying for: 9) If there is some discrepancy with regards to membership you must advise Data Services at or fill in the hard copy semi-annual report (SAR) documents which you can also download from the previous screen. To opt out of the paper SAR: 1) Go to: Home Manage Club & District Administration Club Administration (see above). Under Semiannual dues (SAR) click on Edit SAR preference : 2) Scroll down to Semiannual Report Preference, click the tick box and then press Save :

17 How to MANAGE your Club Information Club Officers under Manage/Club & District Administration Click on View All and a long list of possible options opens up

18 Clicking on any of the links from former MAP options should take a user directly to that page.

19 The Rotary Foundation Goals

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