FCCLA State Adviser Membership Affiliation Instructions

Transcription

1 FCCLA State Adviser Membership Affiliation Instructions

2 How to Login to the National Affiliation System: As a State Adviser, you received an from National FCCLA with your Login Credentials. If you did not receive your Login Credentials, please contact National FCCLA at lbuller@fcclainc.org. 1. Type your Address in the Chapter ID / User Name field 2. Type the Password that you received from National FCCLA 3. Click on the Login button Example of From FCCLA National with Logon Credentials for State Adviser Note: Any field within the Affiliation system that has a RED box around means that the field is a required field

3 How to Complete the State Adviser Verification Form: When you logon for the first time, you will be presented with an information Verification Form that you will need to complete. In addition, you will be asked to change your password. Once your have completed the Verification Form and changed your password, you will use your address and the password you entered for future logins. You will receive an with your new password for your records. Note: Your Password Must Be 8 Characters in Length and Contain at least 1 Uppercase Letter, 1 Lowercase Letter and 1 Number If a Field has a Red box around it, that means you must complete the information for that field. Required Verification Form Fields: Prefix, First Name, Last Name, Office Phone, Address and Password. 1. Once you have completed the Verification form, Click on the Addresses Link 2. Complete the Work Address 3. Click on the Save button Required Work Address Fields: Address, City, State and Zip Code

4 How to Setup State Rates for a Chapter Adviser: 2. Click on the Rates Link 3. Click on the Add Rate Button 4. Click on the Down Arrow located on the right hand side of the Member Type field 5. Select Chapter Adviser from the Drop Down list 6. Click on the Down Arrow located on the right hand side of the Chapter Membership Type field a. Select All if the Chapter Adviser Rate applies to ALL Chapter Membership Types b. Select a Specific Chapter Membership Type if the Chapter Adviser Rate is different for each Chapter Membership Type 7. Type the Expiration Date of this Rate in the Expiration field if there is an Expiration Date; otherwise leave this field blank 8. Type the Chapter Adviser State Rate in the Amount Field. If there is not a State Rate for Chapter Advisers, Enter 0.00 in the Amount field 9. Click on the Save button

5 How to Setup State Rates for a Chapter Member: 2. Click on the Rates Link 3. Click on the Add Rate Button 4. Click on the Down Arrow located on the right hand side of the Member Type field 5. Select Chapter Member from the Drop Down list 6. Click on the Down Arrow located on the right hand side of the Chapter Membership Type field a. Select All if the Chapter Member Rate applies to ALL Chapter Membership Types b. Select a Specific Chapter Membership Type if the Chapter Member Rate is different for each Chapter Membership Type 7. Type the Expiration Date of this Rate in the Expiration field if there is an Expiration Date; otherwise leave this field blank 8. Type the Chapter Member State Rate in the Amount Field. If there is not a State Rate for Chapter Member, Enter 0.00 in the Amount field 9. If there is a State Required Minimum, type the Minimum in the Minimum Affiliants field; otherwise leave this field blank 10. Click on the Save button

6 For District Dues Payments - How To Setup the State Remit to Address: 2. Click on the Settings Links 3. Click on the Edit Icon located on the right hand side of the Invoice Remit To Address text 4. Type the appropriate Remit to Address in the Editor 5. To a single space address hit shift+enter instead of just enter 6. Click on the Save button

7 How To Setup the Invoice Terms (Optional): 2. Click on the Settings Links 3. Click on the Edit Icon located on the right hand side of the Invoice Terms text 4. Type the appropriate Invoice Terms in the Values(s) field i.e. Net Click on the Save button

8 How to Add Districts/ Regions / Areas: Note: This would apply only to States that use the National Urban Program, States that Charge District Fees, States that want to track chapters by Districts or States that use DLG Online Registration Software for District, Regional and State Level competition. 2. Click on the Districts / Regions / Areas Link 3. Click on the Add District / Region / Area Button 4. Type the Name of the District, Region or Area 5. Complete the District Contact form for the District, Region or Area 6. Click on the Addresses Link 7. Complete the Primary Address Form 8. Complete the Billing Address Form 9. Click on the Save button 10. Repeat the above steps until all of your Districts, Regions or Areas have been entered

9 How to Setup District / Region / Area Rates for Chapter Advisers: Note: Your Districts, Regions or Areas MUST be setup before you can setup District Rates 2. Click on the Rates Link 3. Click on the Add Rate Button 4. Click on the Down Arrow located on the right hand side of the Member Type field 5. Select Chapter Adviser from the Drop Down list 6. Unselect the State Rate check box (NOTE: The State Rate checkbox only appears if you have entered your Districts, Regions or Areas) 7. Click on the Down Arrow located on the right hand side of the District / Region / Area field 8. Select the District that you want the Chapter Adviser Rate to apply to 9. Click on the Down Arrow located on the right hand side of the Chapter Membership Type field a. Select All if the Chapter Adviser Rate applies to ALL Chapter Membership Types b. Select a Specific Chapter Membership Type if the Chapter Adviser Rate is different for each Chapter Membership Type 10. Type the Expiration Date of this Rate in the Expiration field if there is an Expiration Date; otherwise leave this field blank 11. Type the Chapter Adviser State Rate in the Amount Field. If there is not a State Rate for Chapter Advisers, Enter 0.00 in the Amount field 12. Click on the Save button 13. Repeat the above steps for all of your Districts, Regions or Areas

10 How to Setup District / Region / Area Rates for Chapter Members: Note: Your Districts, Regions or Areas MUST be setup before you can setup District Rates 2. Click on the Rates Link 3. Click on the Add Rate Button 4. Click on the Down Arrow located on the right hand side of the Member Type field 5. Select Chapter Member from the Drop Down list 6. Unselect the State Rate check box (NOTE: The State Rate checkbox only appears if you have entered your Districts, Regions or Areas) 7. Click on the Down Arrow located on the right hand side of the District / Region / Area field 8. Select the District that you want the Chapter Member Rate to apply to 9. Click on the Down Arrow located on the right hand side of the Member Type field 10. Select Chapter Member from the Drop Down list 11. Click on the Down Arrow located on the right hand side of the Chapter Membership Type field a. Select All if the Chapter Member Rate applies to ALL Chapter Membership Types b. Select a Specific Chapter Membership Type if the Chapter Member Rate is different for each Chapter Membership Type 12. Type the Expiration Date of this Rate in the Expiration field if there is an Expiration Date; otherwise leave this field blank 13. Type the Chapter Member State Rate in the Amount Field. If there is not a State Rate for Chapter Member, Enter 0.00 in the Amount field 14. If there is a State Required Minimum, type the Minimum in the Minimum Affiliants field; otherwise leave this field blank 15. Click on the Save button 16. Repeat the above steps for all of your Districts, Regions or Areas

11 How to Setup State Staff and Permissions: 1. Click on the State Staff and Permissions Tab 2. Click on the Add State Staff button 1. Complete the fields on the User Information form 2. Click on the Addresses Link 3. Complete the fields on the Work Address form 4. Click on the Select Edit/Enter User Permissions Link 5. Select the check box beside the All text if the Staff member has permissions to everything or Select the Permission features that you want the State Staff Member to have access to by clicking on the check box beside each Permission feature 6. Click on the Save button