Alumni Advisor Instructions 9.27.17 - Home - ptk.org• Go to Advisors > Your Chapter > Rosters >...
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1 Alumni Advisor Instructions Need help? Email [email protected] Viewing Alumni Association Member Roster • Log into Your Account at www.ptk.org • Go to Advisors > Your Chapter > Rosters > Members • Select All Association Members (Note: To View Past Association Members UNCHECK Both “Current” and “Future” Boxes)
Transcript of Alumni Advisor Instructions 9.27.17 - Home - ptk.org• Go to Advisors > Your Chapter > Rosters >...
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AlumniAdvisorInstructionsNeed help? Email [email protected]
ViewingAlumniAssociationMemberRoster
• LogintoYourAccountatwww.ptk.org• GotoAdvisors>YourChapter>Rosters>Members
• SelectAllAssociationMembers(Note:ToViewPastAssociationMembersUNCHECKBoth“Current”and“Future”Boxes)
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• OrSelectIndividualAssociationMembers
• SelectActiontoPerform:ExporttoFile,PrintRoster,orSendEmail
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AddingAlumniMemberstoAssociationMemberRoster
• LogintoYourAccountatwww.ptk.org• GotoAdvisors>YourChapter>Rosters>Members
• Click“AddCommitteeMember”
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• EntertheEmailAddressonFilewithPhiThetaKappafortheMember• Click“Check”
• VerifytheNameoftheMember• Click“Continue”
• Position:Alumni(Auto-selects)• Sub-Position:AssociationMember• BeginDate:DateMemberJoinedAlumniAssociation• EndDate:Can be left blank, for lifetime membership• Click“Save”
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AddingAlumniAssociationOfficers(also add as member, if not already)
• LogintoYourAccountatwww.ptk.org• GotoAdvisors>YourChapter>Rosters>Members
• Click“AddCommitteeMember”
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• EntertheEmailAddressonFilewithPhiThetaKappafortheMember• Click“Check”
• VerifytheNameoftheMember• Click“Continue”
• Position:Alumni(Auto-selects)• Sub-Position:SelectAlumniAssociationPresident,Alumni
AssociationVicePresident,AlumniAssociationSecretary,AlumniAssociationTreasurer
• BeginDate:FirstDayofTerm• EndDate:LastDayofTerm• Click“Save”
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UpdatingCurrentAssociationMember/OfficerInformation
• LogintoYourAccountatwww.ptk.org• GotoAdvisors>Rosters>Members
• ClickonMemberName
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• Under“Actions”in“CurrentCommitteePositions,”Click“Edit”
• MakeNecessaryChanges• Click“Save”
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Adding/Updating/RemovingAlumniAssociationAdvisors
• Gotoptk.org• ScrolltoBottomofPage• Click“ReportNewAdvisor”
• CompletetheAdvisorUpdateForm
• Click“Submit”attheBottomoftheForm
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AlumniCertificatesIndividualalumnimembersareabletopurchaseAlumniCertificatesatwww.ptk.org/storefor$10percertificate.AlumniAdvisorsmaypurchasecertificatesonbehalfoftheiralumnichapters.Pleasecontactmia.ramos@ptk.org.
