CHAPTER OFFICER MANAGEMENT
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1 CHAPTER OFFICER MANAGEMENT Table of Contents MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE... 2 CHAPTER OFFICER MANAGEMENT FULL RIGHTS... 4 CHAPTER OFFICER MANAGEMENT NO RIGHTS RALLY TOOLS EVENT REGISTRATION - YOURSELF EVENT REGISTRATION ANOTHER OFFICER AND A GUEST EVENT REGISTRATION - NATIONAL ABC S OF TOURING NATIONAL MEMBERS... 46
2 MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE The purpose of this job aid is to provide instruction on how to access Mileage Submissions and Badge Awards online in MemberNation. 1. Log into Note: You can access and view your mileage sub missions online, but remember, you will still need to have all mileage verified and submitted by an authorized Mileage Program verification location (dealerships etc.). 2. Go to My Membership, then to Benefits and then to Benefits Tile Mileage. If you are already in the program, it will go to the mileage page. If you are not in the program, it will take you to the Rules/Learn How to Join screen. 3. The H.O.G Mileage recognition screen is where members can log their riding achievements and receive recognition for their accomplishments. In this example, 1000 miles is submitted. Note: The next badge achievement is at 4000 miles. Page 2 of 52
3 MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE 4. When the km button is selected, the miles convert to kilometers. Note: The next badge achievement converts to kilometers as well. Page 3 of 52
4 CHAPTER OFFICER MANAGEMENT FULL RIGHTS CHAPTER OFFICER MANAGEMENT FULL RIGHTS The purpose of this job aid is to provide instruction on how to manage chapters with full rights. 1. Log into and then select Chapters. 2. Select the Officer Resources dropdown. 3. Select H.O.G. Chapter Tools. 4. Scroll down to Membership Tools and select Membership Verification. 5. Select the Find National Members, Validate Membership Status tab. Page 4 of 52
5 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 6. Type United in the Country field and the autofill validation will prompt a dropdown for you to select the criteria s exact match. Select United States. Note: You can enter in the HOG Member ID in the Member ID field, or do a generic search using any of the search criteria on the screen. For this example, we are performing a generic search based on what country members live. 7. Select the Search button and the search results display. 8. Return to the H.O.G. Chapter Tools screen and then select the Add or Remove Chapter Members tab and the Chapter Dashboard will display. Note: If you have an officer role (Membership Officer, Director, Assistant Director, Secretary, Treasurer), you can Add/Remove members to a chapter. In this example, a member is removed from a chapter. Page 5 of 52
6 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 9. Select the arrow next to the Manage Chapter dropdown field to view all of the chapters you are a member. 10. Select the chapter you want to view and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected. Results Page 6 of 52
7 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 11. Select the check box next to the chapter member you want to remove. Note: In this example, a chapter member who does not have an Active status is selected. 12. Select the Remove Selected Members(s) button. Page 7 of 52
8 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 13. Confirm your removal by selecting the Confirm Remove Members button. Note: Confirmation of this change will show on the following screen. Results 14. To go back to your chapter, select the Continue to My Chapter button. Page 8 of 52
9 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 15. Select the Find/Add Member(s) button. Note: In the next example, a new chapter member will be added. 16. Type United in the Country field, and then select United States. 17. Type Wis in the State/Province field, and then select Wisconsin. Page 9 of 52
10 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 18. Select the Search button. 19. Select the check box next to the member you want to add. In this example, Kirk Simons is selected. Note: You will not be able to add lapsed members to your chapter. 20. Select the Add Members to My Chapter button. Note: You may select multiple members to add or delete from your chapter. Page 10 of 52
11 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 21. Select the Confirm Add Members button and then review the changes you made. Results 22. Select the Continue to My Chapter button. Page 11 of 52
12 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 23. Select the arrow to the field in the top right corner to filter your results. In this example, the filter is based on officers. 24. Select Officers. All officers of the chapter will now be displayed. 25. Select the Home link to go back to the H.O.G. Chapter Tools Home page. Page 12 of 52
13 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 26. Select the View Chapter Information tab. 27. To view all of the chapters, select the arrow next to the Manage Chapter dropdown field. Page 13 of 52
14 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 28. Select the chapter you want to view and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected. Note: You can download a Chapter Report by selecting the Create Chapter Report link. Results 29. Select the Home link to return to the Home page. Page 14 of 52
15 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 30. Select the Communicate with other Chapter Officers tab. 31. Select the My Groups link. 32. Select the group you would like to communicate with. In this example, we select the Milwaukee Chapter 2 Officers group. Here you will be able to communicate with all Officers of the Milwaukee Chapter 2. Page 15 of 52
16 CHAPTER OFFICER MANAGEMENT FULL RIGHTS 33. Click inside of the Post field. 34. Type a message in the Post field, and then select the Share button. Note: Other officers will now be able to read and comment on your post. You can also add content using the icons above the Post section (file, attachment, link etc.). Page 16 of 52
17 CHAPTER OFFICER MANAGEMENT NO RIGHTS CHAPTER OFFICER MANAGEMENT NO RIGHTS The purpose of this job aid is to provide instruction on how to manage chapters with no rights. 1. Login to and then select Chapters. 2. Select the Officer Resources dropdown. 3. Select H.O.G. Chapter Tools. 4. Select the Add or Remove Chapter Members tab and the Chapter Dashboard will display. Note: If you have an officer role of Activities Officer, LOH Officer, Road Captain, Editor, Safety Officer, Photographer, Historian, Webmaster, you cannot Add/Remove members to a chapter. Page 17 of 52
18 CHAPTER OFFICER MANAGEMENT NO RIGHTS 5. To view all of your chapters, select the arrow next to the Manage Chapter dropdown field. 6. Select the chapter you want to view and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected. Note: Because this officer role does not have editing rights, the Find/Add Member(s) button does not appear after the chapter to view is selected. Results Page 18 of 52
19 CHAPTER OFFICER MANAGEMENT NO RIGHTS 7. Return to the H.O.G. Chapter Tools screen, and then select the Home link to go back to the Home page. 8. Select the Communicate with other Chapter Officers tab. Note: While in this example, you can not make any edits, you can still chat with other officers. 9. Select the My Groups link. Page 19 of 52
20 CHAPTER OFFICER MANAGEMENT NO RIGHTS 10. Select the group you would like to communicate. In this example, we select the Milwaukee Chapter 2 Officers group. Here you will be able to communicate with all Officers of the Milwaukee Chapter In this example, we see that another officer has already communicated to the group. You can Comment or Like the post. In this example, the Like link for a post is selected. 12. Select the Comment link to comment on the officer s post. Page 20 of 52
21 CHAPTER OFFICER MANAGEMENT NO RIGHTS 13. Type a comment in the Comment field. 14. Select the Comment button. Page 21 of 52
22 RALLY TOOLS RALLY TOOLS The purpose of this job aid is to provide instruction on how to use Rally tools. 1. Log into 2. Select the Officer Resources dropdown. 3. Select H.O.G. Chapter Tools. 4. Select Find National Members, Validate Membership Status tab. Page 22 of 52
23 RALLY TOOLS 5. Type United in the Country field and the autofill validation will prompt a dropdown for you to select the criteria s exact match. Select United States. Note: You can enter in the HOG Member ID in the Member ID field, or do a generic search using any of the search criteria on the screen. For this example, we are performing a generic search based on what country members live. 6. Select the Search button. 7. Select the arrow next to the Status column header to sort your data. This will allow you to validate active or lapsed memberships prior to your rally. Note: You can sort on any of the field headers. Page 23 of 52
24 RALLY TOOLS 8. Select the Home link to go back to the H.O.G. Rally Tools Home page. 9. Select the View Rally Information tab. 10. Select the arrow next to the Manage Rally field. Page 24 of 52
25 RALLY TOOLS 11. Select the rally you want to view. In this example, the Houston Rally 2017 is selected. 12. Select the Home link to return to the Home page. 13. Select the Communicate with Other Rally Officers tab. Page 25 of 52
26 RALLY TOOLS 14. Select the My Groups link. 15. Select the officer that you would like to communicate. In this example, the Houston Rally 2017 officer is selected. 16. Click inside of the Post field. Note: You have the option to start a new post, add a file, or a new link on this screen. Page 26 of 52
27 RALLY TOOLS 17. Type a comment in the Post field and then select the Share button. Note: Other officers will now be able to read and comment on your recent post and return to the Home page. Page 27 of 52
28 EVENT REGISTRATION - YOURSELF EVENT REGISTRATION - YOURSELF The purpose of this job aid is to provide instruction on how to register yourself for an event in MemberNation. 1. Log into 2. Select the Events tab. Page 28 of 52
29 EVENT REGISTRATION - YOURSELF 3. Select Event Calendar. From here you can search for the event you would like to register for. Once located, select the event to begin the registration process. 4. On the Event RSVP screen, scroll down and select the Register Yourself button. 5. Verify that all of your information is correct and then select the Continue button. Page 29 of 52
30 EVENT REGISTRATION - YOURSELF 6. The ticket for the event will display. Select the Continue button. 7. Select the Plus Sign (+) next to the course(s) you want to attend. You cannot select more than five. 8. After selecting your course(s), select the Continue button. Page 30 of 52
31 EVENT REGISTRATION - YOURSELF 9. Verify all of your information, and then select the Complete Payment button. The Event Confirmation screen will display. Note: A confirmation will be sent to the address listed to confirm your registration. Results: Page 31 of 52
32 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST EVENT REGISTRATION ANOTHER OFFICER AND A GUEST The purpose of this job aid is to provide instruction on how to register another officer and a guest for an event. 1. Log into 2. Select the Event tab. Page 32 of 52
33 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 3. Select Event Calendar. From here you can search for the event you would like to register for. Once located, select the event to begin the registration process. 4. On the Event RSVP screen, scroll down and select the Another Officer/Dealer button. Note: Since you have already registered for the event yourself, the Register Yourself button can no longer be selected. 5. On the Attendee Information screen, enter the following information and then select the Continue button. Chapter/Dealer Chapter Name First/Last Name Address HOG Member ID Page 33 of 52
34 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 6. The ticket for the event will display. Select the Continue button. 7. Select the Plus Sign (+) next to the course(s) you want to attend. You cannot select more than five. 8. After selecting your course(s), select the Continue button. Page 34 of 52
35 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 9. Verify all of your information, and then select the Complete Payment button. The Event Confirmation screen will display. Note: A confirmation will be sent to the address listed to confirm the officer s registration. Results: 10. Select the Register Another button. Page 35 of 52
36 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 11. On the Event REGISTRATION screen, scroll down and select the REGISTER A GUEST button. Note: Since you have already registered for the event yourself, the Register Yourself button can no longer be selected. 12. On the Attendee Information screen, enter the following information and then select the Continue button. First/Last Name Address Guest Of Note: In the Guest Of field, enter the HOG Member ID of the HOG Member brining the guest. 13. The ticket for the event will display. Select the Continue button. Page 36 of 52
37 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 14. Select the payment method. Note: The ticket price for this event is $ Enter the following payment information. Card Number Expiration Month and Year CVV Number Card Holder Name 16. If you would like to save this payment information, select the check box next to Would you like to save this payment method for future use? Page 37 of 52
38 EVENT REGISTRATION ANOTHER OFFICER AND A GUEST 17. Select the Pay USD button. The Event Confirmation screen will display. Note: A confirmation will be sent to the address listed to confirm your guest s registration. Results: Page 38 of 52
39 EVENT REGISTRATION - NATIONAL EVENT REGISTRATION - NATIONAL The purpose of this job aid is to provide instruction on how to register yourself and a guest for a national event in MemberNation. 1. Log into 2. Select the Events tab. Page 39 of 52
40 EVENT REGISTRATION - NATIONAL 3. Select Event Calendar. From here you can search for the event you would like to register for. Once located, select the event to begin the registration process. 4. Select the Register Yourself button. 5. Verify that your information is correct and then the Continue button. Page 40 of 52
41 EVENT REGISTRATION - NATIONAL 6. Select the arrow next to the Size field. 7. Select a size. 8. Select the Submit button. Page 41 of 52
42 EVENT REGISTRATION - NATIONAL 9. Select the Pay USD button. Note: You have the option to enter a new payment method (credit or debit card), or to use a saved payment method. In this example we use a saved payment method 10. Select the Register Another link. Note: A confirmation will be sent to the provided. Select Register Another to register a Guest for this event. 11. Select the Register a Guest button. Page 42 of 52
43 EVENT REGISTRATION - NATIONAL 12. Type the following information and then select Continue. First Name Last Name 13. Select the arrow next to the Size field. 14. Select a size. Page 43 of 52
44 EVENT REGISTRATION - NATIONAL 15. Select the Submit. 16. Select Credit Card. 17. Enter the following payment information. Card Number Expiration Month and Year CVV Number Card Holder Name Page 44 of 52
45 EVENT REGISTRATION - NATIONAL 18. Select the Pay USD button. Note: If you would like to save this card for future use, select the check box above Pay button. Page 45 of 52
46 ABC S OF TOURING NATIONAL MEMBERS ABC S OF TOURING NATIONAL MEMBERS The purpose of this job aid is to provide instruction on how to enroll in the ABC s of Touring program online. 1. Log into Note: You can access and view your mileage sub missions online, but remember, you will still need to have all mileage verified and submitted by an authorized Mileage Program verification location (dealerships etc.). Page 46 of 52
47 ABC S OF TOURING NATIONAL MEMBERS 2. Go to Membership and select Benefits then to Benefits. Then select the ABCS OF TOURING tile. 3. To enroll in the ABCs of Touring program, select the Enroll Today button. Page 47 of 52
48 ABC S OF TOURING NATIONAL MEMBERS 4. Select the Submit a Photo button. 5. Under Image Upload, select the Select Image link. 6. Select the Choose File button. Page 48 of 52
49 ABC S OF TOURING NATIONAL MEMBERS 7. Select the folder your image is located in, in this example we select abcs. 8. Select the image you want. 9. Select the Open button. Page 49 of 52
50 ABC S OF TOURING NATIONAL MEMBERS 10. Select the OK button. 11. In the Description field, type a description of the image. 12. Click inside of the Category field. Page 50 of 52
51 ABC S OF TOURING NATIONAL MEMBERS 13. Select a category for the photo. In this example, Harley-Davidson Motor Company Facilities is selected. 14. Select the check box to confirm your age and acceptance of the terms and conditions stated in the Harley- Davidson policy for user submitted content. 15. Select the Submit button. Page 51 of 52
52 ABC S OF TOURING NATIONAL MEMBERS 16. Select the View My Submissions button. All ABC s submissions will show here, you can view your submissions or select Submit a Photo. Results Page 52 of 52
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