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To assign a member to a chapter

To add a member to a chapter, you need their customer ID and the code for the chapter to which you are adding the member. Before you can enter lists of chapter enrollees, you must define chapter codes on the Manage chapters window.

  1. From Customers, select Manage chapter rosters to open the Set up chapter rosters window.
  2. Select the chapter from the Chapters scrolling list to which you want to add the member.
  3. Click New.
  4. Enter the member's Id, or click the lookup icon to select an ID.
  5. Select the appropriate enrollment Term.
  6. (Optional) Enter the From and Thru dates of the enrollment period.

    Note: When you enter the From date and press Tab, iMIS automatically populates the Thru field with a date one full year from the From date. You can override this value.

  7. Click Save.

See Also

Managing Chapter Members

Manage chapter rosters window

To edit a chapter enrollment

To delete a chapter enrollment


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