1. 2014

2. PAGE OBJECTIVES3 INTRODUCTION4 FEATURES OVERVIEW5 BASIC NAVIGATION6 CHAPTER / MEMBER RECORDS MANAGEMENT 11 AT-LARGE-CHAPTER MEMBERS15 LOCKBOX PAYMENT / CART16 CHAPTER REPORTING18

3. 1. Gain overview of the purpose and core features of the new MyPage, Chapter records management system 2. Understand primary concepts regarding general system navigation and operational use 3. Understand and observe key tasks for Chapter records and Member records management 4. Understand and observe key tasks for performing LockBox payment and “shopping cart” process 5. Understand and observe Chapter reporting capability

4.  WHAT – New MyPage tool  WHY – The Fraternity needed some upgrades on how we conduct business within our communities, chapter centralized reporting, and purchasing within the Fraternity.  HOW – This project has been underway for 6 months under the direction of the Grand KRS and Executive Director Kenneth Barnes  WHEN – This project will be released towards the start of the next fiscal year (11/1/2014)

5.  Chapter-Centered Records Management  Shopping Cart based LockBox Purchase Concept  Built-In Reporting to include Ad Hoc Reporting  'At Large' placement for Non-Financial/Non-Active Brothers  Video Tutorials for User Self-Training  Persistent Support Tab for Support Requests (Future Support of Interactive Chat for After Hours Assistance)  Recent Payment History Display for Assessments and Dues  Web Based Secure Portal with Enhanced Security and Audit  MSP Content Management for Candidate Review  … more

6. Record Edit Inline Edit Menu-based access to Functions and Records Role-based Authorization: - Grand Officer: All access; all records - District: Access to Chapter/Member records within District - Chapter: Access to Chapter/Member records within Chapter - Member: Access only to their record When accessing a record for editing, two methods exist as indicated by their icon: - Record Edit – full screen access to make changes and save - Inline Edit – limited fields viewed in the listing where changes are made Cancel Inline Edit Save Inline Edit

7. Accessible from main menu QUETube: On-demand Video Training on core Chapter functions User Guide: Step-by-step instructions on key tasks

8. Persistent “Support” TAB (on all screens) Form-based support request (replaces Track-IT Online Chat Support soon to come!

9. Browser Preference - Internet Explorer 9.0 or higher - Firefox 18.0 or higher - Safari 5.17 or higher - Chrome 25.0 or higher - Cookies and JavaScript enabled

10. Instructor Notes: - Access the website now to demonstrate login and navigation using http://masp.oppf.org/mypage - Use a Chapter Officer’s credentials if possible to focus on Chapter management - Poll attendees to see if there are questionshttp://masp.oppf.org/mypage

11. Select Chapter Rcds Management sub-item from the Manage My Chapter menu item Your Chapter record will then appear in a list (note: If you are a District Officer, then all chapters within your scope will appear in the list “Inline Edit” will allow you limited edit ability to Add Fees to your LBXCart [LockBox Shopping Cart] upon save of the Inline Edit “Full Edit” will allow complete edit and save of all editable fields as show next page

12. In “Full Edit, you can update many fields, by category TAB. For instance, Chapter Officers can be selected, Assessments can be reviewed or added to the LockBox Cart,… Instructor Notes: - Access the website now to demonstrate Chapter Rec Mgt - Demonstrate Chapter Offcr selection from financial members - Show also where processed payments are displayed on Assessment Tab and also where outstanding balances can be added to LockBox - Poll attendees to see if there are questions

13. Inline Edit allows you quickly add a member’s dues fees to the LockBox Cart In “Full Edit, you can update many fields, by category TAB. For instance, Chapter Officers can be selected, Assessments can be reviewed or added to the LockBox Cart,… Instructor Notes: - Access the website now to demonstrate Chapter Rec Mgt - Demonstrate Member record selection and address update - Show also where processed payments are displayed on Assessment Tab and also where outstanding balances can be added to LockBox - Demonstrate how to return to the basic Chapter Primary record - Poll attendees to see if there are questions

14. - From the Primary Chapter record information Tabs, you can enter Form 37 Chapter Activity by fiscal quarter by select of the “Chapter Activity Records Mgt” link - Following this selection, a display will appear allowing the ability to add activity records through the Inline Edit capability as shown below: Instructor Notes: - Access the website now to demonstrate Chapter Activity Rec Mgt - Demonstrate multiple entry of Chapter activity by quarter and fiscal year selection, then program name and “Inline Edit Save” the entry - Poll attendees to see if there are questions

15. - At-Large-Chapter is a designation for assigning a status to inactive Chapter members and removing them from the roster… NOT the Chapter - From the Member Records link within Chapter Record Management, use Inline Edit to then select the checkbox to virtually remove a member from your Chapter roster, then save - To restore the member, select “At-Large-Chapter” from the menu, and then using Inline Edit, uncheck the desired member’s At-Large checkbox and the member will then appear again on your Chapter roster Instructor Notes: - Demonstrate the removal and restore of a Chapter member using the At-Large-Chapter feature - Poll attendees to see if there are questions

16. - LockBox Cart experience is very similar to an online shopping cart experience - In addition to adding fees to the LockBox Cart through Chapter / Member records management, you can add purchase items individually through Inline Edit - Select the Record Type, the ID to assign the purchase, Bill Code (item), FY, etc., then Inline save. Repeat for more items - The items are added to your cart - View your LockBox cart by selecting the button

17. - From the LockBox Cart, select “… Checkout” button - The payment invoice will be displayed where you will declare your funding source (note: transaction fees may apply) - The actual payment gateway will redirect and display which allows you to then securely present your payment information Instructor Notes: - Demonstrate the initial LockBox screens only … the Payment gateway is “LIVE” and will deduct payment from your payment source - Poll attendees to see if there are questions

18. - Primary reporting is Chapter-aligned and centered around Form 50, 36, 37, etc - All reports can be exported, filtered, and printed - Charts and Dashboards coming Soon ….

19. To gain access to the new MyPage enter the following into your browser: http://msp.oppf.org/mypage http://msp.oppf.org/mypage *Please use your control number as your user ID, and the same password you use to access the www.oppf.org websitewww.oppf.org