Maintaining Program Advisory Committee Membership
Article ID: 719 | permalink | Rating: 1/5 from 1 votes | Last Updated: Thu, Jul 16, 2015 at 12:23 PM
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2015 |
Maintaining Program Advisory Committee Membership
Verify Identity and Personal Information
- Log into Colleague
- Type NAE in
and press Enter
- Enter the name or ID number of the member to be added
- Click the OK button
- Verify data entry has been performed on the following fields:
- Prefix
- Name
- Address
- City, State, Zip
- Phone & Phone Type
- Optional: Detail
to the Employment Info screen
- Verify a current Employer ID has been entered
- Verify Status is ‘Current’
-
- Click Save All to save and close all screens
- Click the Update button
if prompted
Adding an Individual to an Affiliation
- Log into Colleague
- Verify the individual’s information using the instructions above.
- Open the OREL screen
- Enter the organization name or ID number
- Click the OK button
- Scroll to the first blank
Person line
- Enter the name or ID number of the individual to be added
- Press Tab or Enter on keyboard
- Enter VP in the Relation Types LookUp space
- Click the OK button
- 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
- Enter the Start Date
in the designated space or click the calendar icon
to select start of term
- Enter the End Date
in the designated space or click calendar icon
to select end of term
- Click Save and Update
- Enter a Status in the Stat
field
- 1 = K-12 sector
- 2 = Higher Education
- 3 = Business & Industry
- 4 = Nonprofit
- 5 = Public
- 6 = Student
- 7 = Alumnae
- 8 = Employer of Graduates
- 9 = College Employee
- Click the Save All button
- Type NAE in the Quick Access space
- Press the Go button
- Enter the name or ID number of the member to be added
- Click the OK button
- Detail into the Address field by clicking the Detail button
- 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 - Use the scroll buttons in the Type field
to scroll to a blank link
- 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.
- Log into Datatel
- Access the CORE or ST app
- Type OREL in the Quick Access space
- Press the Go button
- Enter the organization name or ID number
- Click the OK button
- Select the appropriate record and click the Save icon
- Scroll to the appropriate person
line and click Detail button
- Enter an end date
for the relationship space
- Click the Save All button
Affiliation IDs
See Advisory Committee Membership Reporting article for instructions on pulling the current list of Affiliation ID numbers