Personal Assistant Manager: Documentation

Do you have an electronic file?

If answer is Yes:

• Load the file.
• View the file.

Is the file updated?

If answer is Yes:

• Advisors search on Eligible Students with Paid = N.
• Export into a CSV file.
• Merge names/passcodes and mail invitation letters.

If answer is No:

• Advisors Search on Eligible Students by name.
• Advisors edit the Eligible Student to reclassify students or update demographics of the student.
• Repeat until file is updated.

When file is updated:

• Advisors search on Eligible Students with Paid = N.
• Export into a CSV file.
• Merge names/passcodes and mail invitation letters.

If Eligible Students completes an online application and pay fees online:

• Eligible Students log on with Passcode to complete the online application and pay their fees online.
• Eligible Students become a member when payment has been received and student receives their access to online benefits.
• Chapter receives a paid invoice for Eligible Student.
• Advisors receive an email notifying the chapter has a new member.
• PAM reclassifies a student as a New Member in the enrollment section.

If Eligible Students complete an online application and do not pay fees online:

• PAM updates the Eligible Student’s record to reflect that the application is complete and fees paid has not changed.
• Students pay the advisor their membership fees.
• Advisor edits the student’s record and Fees Paid is marked Yes.
• Advisor Submits Inductees.
• Student is classified as a New Member.

If Eligible Students do not complete an online application and do not pay fees online:

• Eligible Students complete the application and pay their fees to Advisor.
• Advisor updates Eligible Student’s record:
  • Application updated to Yes.
  • Fees Paid updated to Yes.
  • Advisor Submits Inductees.
• PAM classifies the student as a New Member when submission is complete.
• Student receives access to their online benefits.

Do you have an electronic file?

If answer is No:

• Wait for the Eligible Students to bring applications.
• Advisors add and enter Eligible Students information manually.
• Advisors submit inductees.
• PAM classifies the student as a New Member.