As a chapter advisor, you have access to a variety of tools to make viewing and managing your chapter data easier.
Basic chapter settings can be changed on the Edit Chapter page. The following settings are available:
The Member List page is the main page for managing the members of your chapter. From here, you can view and edit the events of each member. Here is a description of the tasks you can perform on this page:
Add individual event: Check the boxes next to the names of the members you wish to add the event to. Scroll to the bottom of the page, select the individual event in the top drop-down box, then click 'Update Users'.
Remove individual event: Click on the red delete icon next to an individual event and confirm that you want to delete it.
Add a team: Check the boxes next to the names of the members you want to be in the new team. Scroll to the bottom of the page, select the team event in the top drop-down box, then click 'Update Users'.
Remove a member from a team: Click on the name of the team event to get to the team detail page. From here, click 'Remove' next to the name of the member you wish to remove.
Remove an entire team: Click on the name of the team event to get to the team detail page. From here, scroll to the bottom and click 'Delete Team'.
Delete a member: Check the boxes of the members you wish to delete. Scroll down and select 'Delete selected users' from the bottom drop-down box, and click 'Update Users'. Be warned that deletion is permanent and will also delete all teams the user is captain of and all team posts they have written.
Set individual IDs: Edit the individual IDs for each member with the text field next to there name. The chapter prefix can be changed on the chapter settings page. Click 'Update users' at the bottom when done.
The Team List page provides a list of all of the teams in your chapter. The View link next to each team will take your to its team detail page, which is the same as for its members. As an advisor, you have full administrative power over every team.
Team IDs can also be edited on the main team list page. Simply fill in the text boxes in each team's row and click 'Update IDs' at the bottom.
Teams are by default sorted by their event, and you can use the filter menu at the top to view only the teams in a certain event.
As an advisor, the information displayed on the event list page is identical to that shown to members. However, there is an additional column of checkboxes on the left side of the list where you can lock events. After you edit the checkboxes, make sure to click 'Submit' at the bottom of the page to save your changes.
Members cannot sign up for locked individual events or create new teams for locked team events, but can join and leave existing teams in the event. You are always able to manually add individual events and create teams through the advisor interface, even for locked events.
Locking events is useful when an event has filled up, is qualification-only, or when the registration deadline has passed.
The chapter log allows you to keep track of what has been happening within your chapter's system. A log message is generated when anything changes, like new users registering, users editing events, or your officers making changes. The most recent events are shown at the top of the list.
Since it contains such detailed information, the chapter log is visible only to chapter advisors and officers. Additionally, for security reasons, log entries cannot be deleted or otherwise hidden.
Fields provide a way for you to store additional information about your members. For example, you can store contact information or whether members have paid their dues, turned in certain forms, etc. This is similar to a spreadsheet, but its advantages are consolidating your data in one system, allowing multiple advisors and officers to collaborate, and allowing members to view and edit their own field values (if you allow them to).
Fields are defined in the lower section of the Edit Chapter page.
The currently defined fields are shown in the large table. Each fields has numerous properties:
To create a new field, fill out and submit the 'New Field' form at the very bottom of the page. Make sure the type and default value are to your liking because you cannot change these once the field is created except by deleting and recreating the field. For Boolean fields, enter either 'Yes' or 'No' into the default field, and for text fields enter any value you wish.
To delete an existing field, change its name to 'DELETE' in all caps and submit the form. Be aware that deleting a field will irreversibly destroy all data values in it.
Whew! Now that you've defined your fields, you can actually use them on the Member Fields page. Here, you will see a list of your chapter members (not including you or other advisors), with all the fields you've defined as columns like in a spreadsheet. At the top is a series of links you can use to switch between the categories you have defined. In the example to the right, the two columns are two different pages that can be toggled between using the category bar.
You can use this page as you do a spreadsheet, editing the text or checkboxes. Remember to press the Submit button at the bottom of the page to save your changes.
The Member Fields screen is available only to chapter advisors and officers. Other members cannot view or edit field values unless you have allowed them to in the field configuration, and even then only their own values on their Settings page.