1. Inside Portal Overview For Grand Chapter Advisors ALPHA SIGMA PHI FRATERNITY to B ETTER the M AN.

2. The first time you log into Portal after claiming your login credentials, you will be presented the above screen. This will only happen once. Simply acknowledge the screen by checking the box #1. You will then be taken to the home screen which is the Calendar page. Next screen, next slide. Waiting on Patriot to provide the necessary screen shot Alpha Sigma Phi alphasigmaphi.org

3.  This presentation will cover the Icons found in the left pane of Portal.  Any detailed explanation of right pane functions and activities will be covered in separate presentations and noted in this presentation.  (Click for arrow) indicates a mouse click is necessary to bring up additional graphics. Alpha Sigma Phi alphasigmaphi.org

4. Starting at the top left you will see your name, the office and the Chapter/Colony you are logged into (click for arrow). If you hold multiple offices you may switch between offices on the right or you may log out. (click for arrow). The column of icons on the left of the screen (click for arrow) are static and may be selected from any screen. The pane on the right (click for arrow). will change depending on the icon selection in the column on the left. For simplicity sake, the next slides will focus on those screens pertinent to your role as Grand Chapter Advisor. Alpha Sigma Phi alphasigmaphi.org

5. The calendar is your home screen. It will display anything the chapter/colony chooses to add to it. Fraternity Headquarters may also add items to this calendar. However with the proliferation of calendars available, it has not been used consistently by undergraduates or Headquarters. Alpha Sigma Phi alphasigmaphi.org

6. When you select the FORMS icon, (click for arrow). you will see a listing of the Annual Report sections in the right pane. (click for arrow). As GCA you may review all sections. Chapter Council Advisors have the ability to only view the section for their undergraduate officer. As the Grand Chapter Advisor you will need to complete the GCA/Chapter Council (current academic year) Annual Report (click for arrow) by the15 th of April each year. (click for arrow) You will also need to complete the Chapter Council Meeting Confirmation form each time you hold a Chapter Council Meeting (click for arrow) The Incident report will need to be completed by the undergraduates any time an activity results in any degree of liability to the fraternity. Alpha Sigma Phi alphasigmaphi.org

7. When a form requires your approval before it can be submitted, such as an undergraduate Annual Report, you will see a yellow banner across the header when you first enter Portal advising you have documents requiring your approval. You will need to enter FORMS, then click on My Approval Needed (click for arrow). Follow the prompts on the screens that follow. Alpha Sigma Phi alphasigmaphi.org

8. Another area on the FORMS page is the Completed Forms page (click for arrow). Clicking on this will take you to a list of completed forms. Next screen, next slide Alpha Sigma Phi alphasigmaphi.org

9. On this page you will find any Chapter/Colony Post Visit Reports that have been completed by Headquarters staff after they have completed a visit. The report will be posted within 2 weeks of their visit. Initially, you will only see ‘unviewed tasks’. Click on the report to see it (click for arrow) To view tasks that have already been viewed, click on ‘Show all tasks’ (click for arrow) Alpha Sigma Phi alphasigmaphi.org

10. This screen is primarily used by the undergraduate officers to manage the chapter/colony membership. In the right hand screen is where a new membership class (click for arrow) is entered after recruiting; or where the chapter/colony reports a change in membership status (click for arrow) The top table (click for arrow) gives the status of each batch. The bottom table (click for arrow) shows the official membership roster of the group. This is the roster used for charging for liability insurance. Ensure it is an accurate reflection before April 15 each year. This should be a ‘view only page for a Grand Chapter Advisor. Alpha Sigma Phi alphasigmaphi.org

11. On this page you will see a complete list of all Chapter/Colony Officer positions, including the Affiliate Groups. They are arranged as follows: Undergraduate Chapter, Chapter Council, Alumni Association, and House Corp. If you scroll half way down the list, you will find the Grand Chapter Advisor listing, followed by the Chapter Council members. Those open positions needing an officer will be in red print. Your goal is to have all Chapter Council positions filled. It is the responsibility of the undergraduates to provide the Grand Chapter Advisor with candidates for the Faculty Advisor and Parent/Family Ambassador positions. It is the responsibility of the Alumni Association and House Corporation presidents to keep their respective rosters up to date. There is separate PowerPoint presentation on adding, replacing and removing advisors. Please review this presentation Alpha Sigma Phi alphasigmaphi.org

12. The ORDERS icon is only accessible by the undergraduate president, marshal, and GCA. It is used for ordering ritual equipment for the chapter. The order must be paid for by credit card on this page. Alpha Sigma Phi alphasigmaphi.org

13. The FINANCES Icon The FINANCES icon is only accessible by undergraduate officers, the GCA and the Financial Advisor. (click for arrow ) The first screen you will see is the Chapter Snapshot. (click for arrow) This screen gives a summary of the Chapter information and two hyperlinks. The first link (click for arrow) provides a PDF of the current financial statement for the chapter. The second link (click for arrow) provides a method for making a payment against chapter debt. The Chapter Statement of Finances will be explained in a separate PowerPoint presentation.

14.  The DOCUMENTS Icon is no longer used. Material formerly stored here has been moved to the Fraternity Website.  The REPORTS and HELP Icons are currently not used.  This concludes the Inside Portal Overview for Grand Chapter Advisors PowerPoint presentation CONCLUSION Alpha Sigma Phi alphasigmaphi.org