2015

Maintaining Program Advisory Committee Membership

Verify Identity and Personal Information

1. Log into Colleague
2. Type NAE in  and press Enter
3. Enter the name or ID number of the member to be added
4. Click the OK button  
5. Verify data entry has been performed on the following fields:
   • Prefix
   • Name
   • Email
   • Address
   • City, State, Zip
   • Phone & Phone Type
6. Optional: Detail  to the Employment Info screen  
• Verify a current Employer ID has been entered
• Verify Status is ‘Current’

• 

7. Click Save All to save and close all screens
8. Click the Update button  if prompted

 Adding an Individual to an Affiliation

1. Log into Colleague
2. Verify the individual’s information using the instructions above.
3. Open the OREL screen
4. Enter the organization name or ID number 
5. Click the OK button 
6. Scroll to the first blank  Person line
7. Enter the name or ID number of the individual to be added 
8. Press Tab or Enter on keyboard
9. Enter VP in the Relation Types LookUp space 
10. Click the OK button 
11. Enter the appropriate role in the first empty  field:
    • Generally you will enter M for member
    • You may also enter … to select from a list
12. Enter the Start Date  in the designated space or click the calendar icon  to select start of term
13. Enter the End Date  in the designated space or click calendar icon  to select end of term
14. Click Save and Update
15. Enter a Status in the Stat field
    1. 1 = K-12 sector
    2. 2 = Higher Education
    3. 3 = Business & Industry
    4. 4 = Nonprofit
    5. 5 = Public
    6. 6 = Student
    7. 7 = Alumnae
    8. 8 = Employer of Graduates
    9. 9 = College Employee
16. Click the Save All button 
17. Type NAE in the Quick Access space 
18. Press the Go button 
19. Enter the name or ID number of the member to be added
20. Click the OK button 
21. Detail into the Address field by clicking the Detail button  
22. Detail into the address you wish to use for VP mailings by clicking the Detail button 
    Note: If the address you need is not listed, scroll to a blank line and click Detail button
23. Use the scroll buttons in the Type field  to scroll to a blank link
24. Click the Type drop down and select VP Mailing addr 

Ending an Individual’s Affiliation

Note: It is important to never delete an individual from an affiliation. Instead, you will enter an end date for the individual’s role. This allows for historical record keeping.

1. Log into Datatel
2. Access the CORE or ST app
3. Type OREL in the Quick Access space   
4. Press the Go button 
5. Enter the organization name or ID number
6. Click the OK button 
7. Select the appropriate record and click the Save icon 
8. Scroll to the appropriate person  line and click Detail button 
9. Enter an end date  for the relationship space 
10. Click the Save All button 

Affiliation IDs

 See Advisory Committee Membership Reporting article for instructions on pulling the current list of Affiliation ID numbers