1 astm international member and committee services roster maintenance member training roster...

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Roster MaintenanceRoster Maintenance

Training for Main and Training for Main and Subcommittee OfficersSubcommittee Officers

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Roster MaintenanceRoster Maintenance

• A single, convenient site for A single, convenient site for total membership managementtotal membership management– Approving applicationsApproving applications– Reporting on membershipReporting on membership

• BalanceBalance• Wait ListsWait Lists

– Access to rostersAccess to rosters– Updated attendance sheetsUpdated attendance sheets

• Controlled AccessControlled Access– Membership secretariesMembership secretaries

• New protocol for attendance sheetsNew protocol for attendance sheets– Subcommittee ChairsSubcommittee Chairs

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Automated Reminders Automated Reminders and Alertsand Alerts

• Automated emails alerting to Automated emails alerting to new members, or changes in new members, or changes in employmentemployment

• Emails sent to membership Emails sent to membership secretaries and subcommittee secretaries and subcommittee chairschairs

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Accessing Roster Accessing Roster MaintenanceMaintenance

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Pending ApplicationsPending Applications

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Pending ApplicationsPending Applications

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Reporting – By Reporting – By Committee/SubcommitteeCommittee/Subcommittee

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Roster By IndividualRoster By Individual

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Roster By IndividualRoster By Individual

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Producer Wait ListProducer Wait List

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Balance ReportBalance Report

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Membership ReportingMembership Reporting

View Report

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RostersRostersWord and ExcelWord and Excel

In Excel:

“Data” >> “Filter” >> “Auto Filter”

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Attendance SheetsAttendance Sheets

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SummarySummary• Access for Membership Secretaries and SubchairsAccess for Membership Secretaries and Subchairs

– Reminders to access before and after meetingsReminders to access before and after meetings• Can adjust class and vote for Pending Members, Can adjust class and vote for Pending Members,

Members Changing Employment, or Existing Members Changing Employment, or Existing MembersMembers– Receive notifications of applications and changesReceive notifications of applications and changes

• Able to obtain rostersAble to obtain rosters• Easy reportingEasy reporting

– Generate a full member report of new or removed Generate a full member report of new or removed members, those changing employment, and total members, those changing employment, and total numbersnumbers

– Quick checks on balance with Balance Report, and Quick checks on balance with Balance Report, and can assign votes to producers “in line” with the can assign votes to producers “in line” with the Producer wait List ReportProducer wait List Report

• After updating roster information, generate a After updating roster information, generate a current Attendance Sheetcurrent Attendance Sheet

• MCS Staff and your Staff Manager are always MCS Staff and your Staff Manager are always ready to assist and provide you supportready to assist and provide you support

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Thank you!Thank you!- Contacts -- Contacts -

• Joe Koury, ManagerJoe Koury, ManagerTechnical Committee Technical Committee

OperationsOperations

(610) 832-9804(610) 832-9804

jkoury@astm.orgjkoury@astm.org