BoD: Manage Department Volunteer List

BoD: Manage Department Volunteer List on the Website

Purpose & Scope

This article will provide step-step instructions on how to manage a Department's Volunteer Account List on the Website Admin Panel.  Vice Presidents are responsible to ensure volunteers in their teams have an active (unexpired) PMI-LA Chapter membership.

Who is this for?

Department Vice Presidents who have Website Access Accounts with "Accounts Manager" permission.

Common Steps

1. Log in with your Website Access Account
2. Go to Accounts from the top left menu
   

Add a Volunteer Account to Your Department List

1. Type in the Volunteer's name and click on "SEARCH"
   
2. View resulting information 
   
3. Make sure the "Expiration Date" is in the future
   
4. Click on the Edit icon (Pencil)
   
5. At the top of the page, please a checkmark next to the Volunteer checkbox
   
   
6. Scroll down to the "Department" dropdown
   
7. Select your "Department" from the list
   
8. Click on "MODIFY"
   
9. To add more volunteers, repeat steps 1 to 7
10. Notify Membership list of Volunteers with Expired Memberships

 

Remove a Volunteer Account from your Department List

1. Type in the Volunteer's name and click on "SEARCH"
   
2. View resulting information 
   
3. Make sure the "Expiration Date" is in the future
   
4. Click on the Edit icon (Pencil)
   
5. At the top of the page, remove the checkmark next to the Volunteer checkbox
   
   
6. Scroll down to the "Department" dropdown
   
7. Select the Blank value
   
8. Click on "MODIFY"
   
9. To remove more Volunteers, repeat steps 1-7
10. Provide the list of removed Volunteers to the Membership team and notify them of Expired Memberships

 

View list of your Department Volunteers and Check for Membership 

1. Click on the link related to your Department and bookmark the page for frequent checkups
   
   • President's Office - President's Department List
   • Trustees - President's Trustees List
   • Operations - Operations Department Volunteers List
   • Technology - Technology Department Volunteers List
   • Programs - Programs Department Volunteers List
   • Marketing - Marketing Department Volunteers List
   • Career Development - Career Development Department Volunteers List
   • Membership - Membership Department Volunteers List
   • Finance - Finance Department Volunteers List
   • PMO & Administration - PMO & Administration Department Volunteers List 
     
2. View the resulting list of the Department's Volunteers
   
3. Verify the list includes the members that are actively volunteering for the department
   
4. Ensure Volunteers' memberships Expiration Dates are in the future
   
5. Notify Membership list of Volunteers with Expired Memberships

 

Periodic Checkup

• Every Vice President should schedule a Checkup on their calendars to periodically check the list and make sure there are no Volunteers with Expired Memberships.
• Periodic Checkups should be done at least Once a Month
• For convenience, the following are the URLs for each Department's filtered list.  Once you visit the URL for your department, bookmark it for easier and faster access in the future
  • President's Office - President's Department List
  • Trustees - President's Trustees List
  • Operations - Operations Department Volunteers List
  • Technology - Technology Department Volunteers List
  • Programs - Programs Department Volunteers List
  • Marketing - Marketing Department Volunteers List
  • Career Development - Career Development Department Volunteers List
  • Membership - Membership Department Volunteers List
  • Finance - Finance Department Volunteers List
  • PMO & Administration - PMO & Administration Department Volunteers List