1. Reception volunteers: How to use the membership administration system
Task
Tab
How to log on 1
How to register a new member 2
How to enrol in a course 3
How to update member details 4
How to remove a member from a course 5
How to print a list of course members for tutors 6
Refer to office staff to print name tags or to assist tutors

2. How to log on

3. Select login

4. Insert membership no. from badge or address, then last 4 digits of your phone no. or password that you have nominated. Click login.

5. A full menu of options will appear

6. How to register a new member

7. Select Add Member

8. Complete member details
If no , use
Either get member to nominate a password or use the last 4 digits of the telephone number
Show the member the terms and conditions, if agreed tick box
Enter the squiggly code and press submit, an will be sent with instructions on how to activate the membership

9. How to enrol in a course

10. Select Search Members

11. Enter member’s surname, press Search, then select the correct member from the results returned

12. Member details will appear

13. Select View or select Courses

14. The full menu of courses appears
The full menu of courses appears. Click on a course name or number to view course details.

15. Course details will appear.
Press back arrow (top left of screen) to return to course list.

16. Select square box to select course
Press confirm selection

17. Select Finalise, and if necessary, Invoice and Payment

18. Select pay invoice

19. Print two copies of the invoice in order to pay at U3A by card, cash or cheque

20. How to update member details

21. Select Search Members

22. Enter member’s surname, press Search, then select the correct member from the results returned

23. Member details will appear

24. Select Edit Member Details if anything needs to be updated

25. Make changes then press Save

26. How to remove a member from a course

27. Select Search Members

28. Enter member’s surname, press Search, then select the correct member from the results returned

29. Member details will appear

30. Select the edit button next to the course you wish to remove

31. Select delete. When the confirmation window appears select Yes.

32. How to print a list of course members for tutors

33. Look for the course and select the report option at the end of the entry

34. A list of course enrolments will be displayed in time order
A list of course enrolments will be displayed in time order. The wait list is shown at the end with a detailed time stamp.