You've created a new GreekTrack site or your national office has created one for you, now what? It's time to configure your chapter's new GreekTrack site to match your chapter's by-laws. In this step we'll define what you call your chapter officers, define your chapter's requirements in order to maintain active membership, and more.
How GreekTrack Works
Everything is based on events and event attendance. Chapter requirements define your event types so you can think of them as one in the same. At a high level, you'll define your chapter's requirements (which are event types), then you'll create events and tag the applicable requirements that this event will award, then you'll complete that event once it's over to award requirement credit out to all members who attended which will in turn notify them and increase their requirement progress bars tracking their progress to maintaining their active status.
For example if your chapter has a community service requirement of 20 hours each semester you will be able to:
- Create a new chapter requirement for 'Service Project' with the units of 'Service Hour'
- Create a new officer position to manage this new requirement, we'll call it the 'VP of Service' and give this position the 'Manage Service Project Requirement' privilege (we'll add someone to this position later in the setup wizard)
- Define the new requirement's values per account type, so we'll enter '20' for the following account types: 'Officer', 'Active', 'Potential New Member'. (If we want to define additional account types we could also do so before this step)
Now we've set up our chapter's site to match our by-laws so we can begin to post service projects on our event calendar for our members to sign up. See the Using GreekTrack for event management tutorial for more information on creating and award requirement credit.
The Setup Wizard
The first time you log in as the Chapter President, you will see the setup wizard:
This is a very helpful tool to guide you through the process of setting up your chapter's site to match your by-laws. Simply go through each step one-by-one to set up your chapter's site. Once you've completed all the steps you'll be directed to invite the rest of your chapter's officers. Then ultimately you will be directed to invite the rest of your chapter's membership.
If you every leave the setup wizard and which to return simply click on the graduation cap in your menu bar: