It is time to start thinking about updating your chapter officers as you finish elections. Delta Zeta's online reporting system, Chapter Inc., allows you to make updates as you have them in the Operations Action - Update Chapter Officers and Advisors. Updating your roster is a key piece to transitioning your officers because it gives them access to Chapter Inc. Watch the video for exactly how to complete this action. The text to the audio portion of the video follows.
After you log into Chapter Inc, scroll over the Operations tab and select Manage Chapter Officer and Advisors from the Actions tab.
The polices that you need to keep in mind when completing this action are found by clicking the blue I button.
The overview screen has the instructions you will need to complete the form. There are four steps to the process.
- Select the positions for which you will be reporting a change.
- Select the member that you are appointing to the position using the contact finder.
- Confirm your changes. If you have made any mistakes use the "previous" option at the bottom of the screen to return to the prior page.
- View and print your receipt that shows your requested changes have been submitted.
Click continue to begin the process of changing your chapter officers or advisors.
On the Selection page, click the box next to the position of any officer or advisor positions you are updating. You can select more than one position to change at a time.
Click continue to move to the next step.
On the Additional Information page a list of the positions you have selected to change appear with a search link next to the position. By clicking on the link, a new screen pops up where you can search for a member to fill that position. Enter the member’s information, as much as you know, and a list of eligible members will appear. Click the box next to the member’s name and the screen will refresh and that member will be added to the screen. You will be asked to add the effective date when that member begins in that position.
Continue to select the search link for each position you are changing. If you have a vacant position, you will choose “vacant position” in the pop up box.
Chapter advisors are also managed in this form. Your CCD or RCD should make any advisor changes to the chapter officer roster.
Verify your information before clicking continue at either the top or the bottom of the form.
The next screen is the Validation Step. The information you entered in the previous screen is listed for you to verify. Enter your electronic signature and date exactly as shown on the page and click the continue button to submit the information to Delta Zeta. It may take up to one hour for changes to be processed by the database.
The last page provides a summary of your transaction. We recommend printing this receipt for your chapter records.
Click go to actions to return to the task center.
To view your changes, go to Operation, Report, Chapter Officer Roster. You can view the roster in Chapter Inc. And you can choose to export the form information by Selecting a Format and selecting export.
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