commit final draft pending review

sjroma · Aug 9, 2024 · b3e091b · b3e091b
1 parent 870e7fe
commit b3e091b
Showing 1 changed file with 15 additions and 15 deletions.
diff --git a/cmshogscan/updateralhog/procedures/stepsManageChapterMembership.html b/cmshogscan/updateralhog/procedures/stepsManageChapterMembership.html
@@ -1,5 +1,5 @@
 <!--
-  steps to monitor Manage Chapter Membership 
+  steps to Manage Chapter Membership - updating National and HOGScan
 -->
 <!DOCTYPE html>
 <html lang="en">
@@ -17,22 +17,25 @@
   <h1>Manage Chapter Membership</h1>
 
   <article class="article-style">
-    <h2>Prologue</h2>
+    <h2>Things You Need to Know</h2>
+
     <p>As time goes on there will be new members joining your chapter and, unfortunately, there will also be some members that leave.</p>
 
-    <p>National only knows about active HOG members. They do not know if these members have joined a local chapter. Using the <i>Manage My Chapter</i> feature in <i>Chapter Officer Resources</i> is an easy way to maintain an accurate count of your active chapter members. You can use this function to review your member list and add, or delete, members from your active roster to ensure you have an accurate list of your membership. Updating your membership roll is also a good opportunity to reach out to your members to confirm their contact information is up to date and that they have active profiles in the system.</p>
+    <p>National only knows about active HOG members worldwide. They do not know if these members have joined, or left, a local chapter. National has a HOG Chapter Tool to assist with managing local chapter membership. This is the <i>Manage My Chapter</i> link found in <i>Chapter Officer Resources</i>.
+      <span>Within this tool is a column titled OFFICER ROLE. Click the column title to show all assigned officer roles within your chapter. One of these roles is designated "H.O.G. Manager". This is usually someone from your sponsoring dealership and they are the one who assigns/changes the OFFICER ROLE for chapter members.</span>
+    </p>
 
-    <p>Please note, access to the FIND/ADD MEMBERS button and the REMOVE SELECTED MEMBERS button within Manage My Chapter on National's website is granted to the four Primary Officers and the Membership Officer. This is set up by your local HOG Manager. Ensure it is current when new officers take their roles.
-      <span>Within HOGScan, only the Primary Officer and Membership Officer roles have access to member information.</span>
+    <p>It is the responsibility of the local chapter to maintain their National HOG local membership roster. When using <i>Manage My Chapter</i> for local chapter membership maintenance, there is only one officer assigned as the "Membership Controller" for your chapter. The Membership Controller is the person that adds current National H.O.G. members to your National HOG local roster. The membership controller can also remove any non-officer member from your National HOG local roster.
+      <span>If an officer needs to be removed, the H.O.G. Manager first needs to remove the Officer Role, then the Membership Controller can remove that member.</span>
     </p>
 
-    <p>This tutorial will have one section showing how to add and/or delete members in National and another section showing how to Import/Update your roster in HOGScan.
-      <span class="newline">Scroll to read through the entire tutorial or click either link to jump to a specific section;</span>
+    <p>Within the National Chapter Tool is a CREATE MEMBER REPORT button. This will be used to import the National HOG local chapter data to HOGScan. Within HOGScan, only Primary Officer and Membership Officer roles have access to member information.</p>
+
+    <p>This tutorial has one section showing how to add and/or delete members in National and another section showing how to Import/Update your roster in HOGScan.
+      <span>Scroll to read through the entire tutorial or, click either link to jump to a specific section;</span>
+      <span><a href="#national">Managing Chapter Membership in National</a></span>
+      <span><a href="#hogscan">Managing Chapter Membership in HOGScan</a></span>
     </p>
-    <ul>
-      <li><a href="#national">Managing Chapter Membership in National</a></li>
-      <li><a href="#hogscan">Managing Chapter Membership in HOGScan</a></li>
-    </ul>
   </article>
 
   <article id="national" class="article-style">
@@ -101,15 +104,12 @@ <h2>Managing Chapter Membership in HOGScan</h2>
           <li>Referencing the image below,
             <ol>
               <li>Verify the correct FIELD MAPPING. This should be automatic as long as there are no changes in the HOG membership reports. It is always a best practice to double check it.</li>
-              <li>Click to check the <b>Update existing records</b> checkbox
-                <span class="newline">It is not recommended to "Import new records" from the HOG Membership Report as this report lacks email addresses for your members.</span>
-              </li>
+              <li>Click to check the <b>Update existing records</b> and <b>Import new records</b> checkboxes</li>
               <li>Click the <b>Import</b> button to begin processing
                 <span class="newline">It can take a couple of minutes to process the roster.</span>
               </li>
             </ol>
             <img class="screenshot" src="../images/manageChapter3f.jpg" alt="">
-          </li>
         </ol>
       </li>
     </ol>