Chapter Inc. is the business tool for Delta Zeta chapters. Members have access to Chapter Inc. via the pink container on their Delta Zeta Metro page. Access is tied directly to your chapter’s officer roster. So, if an officer or advisor changes, and an update is not made, that officer will not have access to Chapter Inc. To access your chapter’s task center, click on the “Go to Chapter Task Center” link at the bottom of the container. You will only see your chapter’s information when you log into Chapter Inc. While an NDD or RCD, who has multiple chapters in her district or region, will be able to view the Chapter Inc. information for each chapter.
Chapter Inc. is activity-driven. Chapters enter their information as it happens – a shift in thinking about the way information is submitted.
Task Center
Your chapter’s task center consists of the navigation bar, the announcement window, the chapter snapshot window, and the six module area snapshots. All officers and volunteers can view this quick information on the different areas of Chapter Inc. so you all know how many members you have, if money is owed, or the last time membership updates were made.
There are three types of drop downs – Snapshots, Actions (forms that a chapter has to complete = input), and Reports (give data back to you from the action forms chapters complete = output). Only those officers designated to fill out an action have access to that menu item (i.e., the VP of Membership fills out the recruitment results form). CCDs, RCDs, and National Chairmen can view the chapter reports. For some actions, more than one officer can perform them, such as adding new members (the VP of Membership, the Treasurer, the VP of New Member Educcation, the President and the Secretary can all add members). See the Permissions Grid which shows who can do what if you are asked about specific responsibilities which is available under Chapter Inc Tools link.
Snapshots
The snapshot icons, below on the module areas, and in the navigation menus of each area, will give you quick information about your chapter. The Membership Snapshot will give real time membership information about your chapter for instance. As more information is collected via Chapter Inc, the reports and types of information we are able to present will be more robust. Therefore, it is important for your chapters to report information real time – as it happens – so we have the most up to date information possible on Delta Zeta.
Completing an action
All Chapter Inc. actions are a five step process. We have created training videos to walk you through completing actions and all videos can be found in the Chapter Inc. Tools link on the Chapter Officer Resources Container on the Metro main page. Some actions you can come back to complete and make updates to throughout the school year, such as the chapter calendar in the Operations Actions or the formal/structured recruitment report in the Recruitment Actions. Others, once submitted, require changes or updates to be sent to ChapterInc@dzshq.com, such as an academic actions or philanthropy actions.
Viewing a report
The reports sections of each module allow officers and volunteers to view information about Delta Zeta chapters. Each area has a reports section. For example, the Operations Reports show us information on chapter officers and advisors, the chapter calendar and the detailed chapter calendar. All reports are “excel type” and by clicking on the columns you can sort those columns. Reports in Chapter Inc. that have the heading select a format are able to be exported as either PDFs or excel documents. You can keep an electronic copy of the file by exporting the report.
Technical support
Chapter Inc. support is available by emailing ChapterInc@dzshq.com. Please view the training videos and review the Chapter Inc. guides on the Chapter Inc. Tools link in Metro's Chapter Officer Resources Container.
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