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  5. [State Leader] Add a new teacher/advisor role for a current or former teacher/advisor

[State Leader] Add a new teacher/advisor role for a current or former teacher/advisor

State leaders can add a new teacher/advisor role to a current or former teacher/advisor with either an active or expired Role Status, within their state.

Important

You must be able to find the individual in the Manage Chapter Leadership section with either an active or expired Role Status. You may not be able to locate the individual if his/her teacher/advisor role(s) was/were removed/expired before 9/1/2017.

Begin in the Roster System under Manage Chapter Leadership.

Use Search and Advanced Search to locate the teacher/advisor needing the new role.

  1. Verify the Teacher/Advisor Leader Type is selected – The default is Teacher/Advisor unless you only have Alumni responsibilities
  2. Click the to open the Chapter drop-down menu
  3. Select the teacher/advisor’s current or previous Chapter
  4. Under Advanced Search, click the to clear the Role Status field and search either all statuses or Expired statuses – The default is Active
  5. Click Search
Tip

If your search does not produce the desired results, try searching by First Name and/or Last Name.

Add the Teacher/Advisor Role

With the teacher/advisor located, you can now add the teacher/advisor role for his/her new chapter.

  1. In the grid, select the Teacher/Advisor needing the new role
  2. In the Actions section, click the to open the Add to Chapter drop-down menu
  3. Select the teacher/advisor’s new Chapter
  4. Enter an Effective Date, if desired – The default is the current date
  5. Click Add Teacher/Advisor Role
  6. Click OK to approve the action

Watch for a green success message at the top of the screen.

The teacher/advisor’s role for his/her new chapter will be active on the selected Effective Date.

Using Search, you should be able to locate the teacher/advisor in his/her new chapter.


Additional help: Add a New Teacher/Advisor Role for a Current or Former Teacher/Advisor (State Leader) [PDF]

Updated on April 23, 2019

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