Chapter Portal Tutorial

Getting to the Chapter Portal from the IMA Site.

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To access the Chapter Portal, go to www.imanet.org, under the link MEMBERSHIP located in the top navigation. Click on the link CHAPTER & NETWORKING (indicated by the arrow.)

Once on this page, clicking either of the links (indicated by the arrows) will take you to the Regional Councils & Chapters page.

On this page click on the link under the Chapter Portal heading (indicated by the arrow.) This link will take you to the Chapter Portal home page.

Note: Bookmark this page for quick and easy access to the Chapter Portal.

(https://chapterportal.imanet.org/)

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Logging in to the Chapter Portal

You will need to login (*if you have not already) to use the Chapter Resources and Chapter Tools. Clicking on these links while not logged in will bring you to the login page.

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Welcome to the Chapter Portal

IMA CHAPTER PORTAL

Note: Use your regular IMA website credentials. After entering your credentials and logging in you will see the welcome page with your chapter title in the green header (indicated by arrow 1). Also note the LOGIN link is now LOGOUT indicated by arrow 2.)

Within the header section (top section) you have links to HOME, NEED HELP? LOGIN/ LOGOUT, CHAPTER RESOURCES and CHAPTER TOOLS. You will have access to these links throughout the site. In the footer you have links to HOME, NEED HELP? also.

Note: Clicking on the IMA Logo will bring you back to the main IMA site.

Upon successfully logging in, bookmark this page for quick and easy access (https://chapter- portal.imanet.org/Home.aspx) to the Chapter Resources and Chapter Tools.

The Chapter Portal is divided into two main areas: the Chapter Resources section and the Chapter Tools section.

Clicking on the CHAPTER RESOURCES link will bring you to the Chapter Resources home.

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Chapter Resources

CHAPTER RESOURCES HOME PAGE

You can reach each section by clicking on the links in the table above.

On each page you will have the ability to go back to the previous pages by clicking on the links (indicated by the arrow) located under the green header bar.

Here is a brief description of each section:

Virtual Events This area contains Guideline Manuals, Training Guides and Speaker Release Forms for the ON24 and WebEx platforms.

Forms This area contains annually required forms such as: Elections, Core Values & Ethics Signature Forms, Financial forms, the Chapter Manual & Statement of purpose documents and other administrative items that must be submitted on time for the chapter/council to remain in compliance.

Manuals This area contains chapter & council manuals (i.e., Communications Guidelines, Chapter Competition Guidelines, Chapter Financial Support Guidelines, etc.) to help chapters successfully operate and be in compliance with IMA’s policies.

Marketing This area contains appropriate logos, templates for communications, Design Templates, access to the Webstore, Pins and Awards, Banner Usage Instructions and Chapter and Council Website Compliance Guidelines.

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Chapter Resources (continued)

Public Relations This area contains local media outreach guidelines and samples for press releases and email blasts.

Presentations This area contains standard presentations that chapters, and councils can use to promote the value of the CMA certification and IMA credentials. You can also find CLEW webinar playbacks.

Visits This area contains information to plan and request visits from IMA senior leaders including Global Board of Directors and Chairs.

Taxes This area contains tax FAQs, non-profit status documents and the IRS subordinate form listing IMA chapters/councils.

Competition This area contains competition related documents such as chapter/council standings, past annual dinner programs, chapter performance reports and current chapter competition goals.

Contact Us In this section, you will find contact information for IMA’s Community Relations Team.

Social Media This area contains social media forms, event planning tips, sample calendar and social media logos for use on your chapter site.

Best Practices Here you will find best practices in areas where leaders seek additional guidance such as, Council Support, Member Engagement and Volunteer Recruitment. You will also find the Chapter Certificate of Appreciation Template and Chapter and Council Leader Onboarding Guidelines PowerPoint Template. These topics and tools serve as great board meeting discussions to help in overall chapter and council effectiveness.

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Chapter Tools

Clicking on the CHAPTER TOOLS link brings you to the Chapter Tools home page.

CHAPTER TOOLS HOME PAGE

You can reach each section by clicking on the links in the table above.

On each page you will have the ability to go back to the previous pages by clicking on the links (indicated by the arrow) located under the green header bar. Here are brief descriptions of each section:

Membership Roster This tool enables officers to download the chapter membership roster. It refreshes every five minutes, so please download a new file every time you plan on using the list.

Report CPE – for webinars hosted independently without CRS support using your platform of choice, i.e., personal Zoom account AND for in-person events once IMA clears all to resume This tool was always in place to report educational activities such as technical topics and soft skills development. New features include a date picker, event type, and field of study. There is no cap on the financial support IMA provides for educational programs. Report Non-CPE This new tool will be used to report non-educational activities such as networking events, review courses, community services, student nights, and more. It has the same features as the CPE reporting tool and an option to request financial support. The limit is set to 4 per year. Financial support is based on the number of attendees and event format (in-person or virtual).

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Chapter Tools

Chapter Activity Report They used to be called Membership Activity Reports. The majority of the data remains the same except for the Education portion. It now includes a Non-Educational section and only tracks data for members that participated in events carried out by IMA chapters and councils. You can only run the report for the current activity month. Please contact your Community Relations Staff if you need reports for prior months within the current fiscal year. Financial Support Report Formerly known as Compensation Reports, they have been updated to provide a breakdown of educational and non-educational events reported such as event date, type, title. They also include the dollar amount for the number of CPE hours and attendees reported, and the total event payment. Please note only educational events receive payments for the number of CPE hours reported. You can only run the report for the current activity month. Please contact your Community Relations Staff if you need reports for prior months within the current fiscal year. Additional Compensation This only list earnings not generated through membership activities recorded in our database. Examples include: Student Chapter Funding and MEF Grants, etc. Reports will still be available to run on the Portal even if your chapter is currently not eligible for compensation. Please note retro payments will not be granted. So, we urge you to remain compliant.

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Chapter Tools (Report CPE)

Important: When reporting CPE for webinars hosted independently using your own platform AND for in-person events once IMA clears all to resume, please make note of the following – CPE credits must be reported via the Chapter Portal by the last day of the month the event is held. If the event is held on the last weekend of the month, CPE credits must be entered by the seventh day of the next month to be counted toward competition and compensation. In order to receive credit for the current competition year CPE credits awarded in the last week of April must be reported by April 30 at 11:59 p.m. EDT. Activities for which competition credit is awarded must take place and be reported during the current competition year, May 1 – April 30. **When using the On24 webinar platform to host virtual events, the CPE uploads will be done automatically. You will not have to come into the Chapter Portal and report CPE for IMA members. Please note the process used to report Non-CPE events follows the same instructions below for CPE reporting.

REPORT CPE

You will see a list of all previous reports submitted by the chapter. Click ADD NEW to create a new CPE report (indicated by the arrow.)

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Chapter Tools (Report CPE - continued)

Next, you will be taken to the Report CPE - Event page. Enter all event information.

When reporting CPE, please specify the subject of your meeting vs. reporting “technical meetings.” You will see we added two more fields: Event Type and Field of Study – this allows you to select “Seminar” or “Webinar”, and the Field of Study that most closely describes meeting subject/topic.

Please note: Events cannot be entered until after the event has taken place.

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Chapter Tools (Report CPE - continued)

When you are finished, click the SAVE & NEXT button. You will be taken to this page where you can enter attendees. Click on the alphabetical letters to search by member last name (indicated by the arrow.)

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Chapter Tools (Report CPE - continued)

Note: the list may take some time to load if it is a large size.

Select the member by clicking on the select box on the left of the member’s name (indicated by the arrow.)

Click ADD SELECTED under the list to add members to the Selected Members box.

A review box of selected members will appear on the right (indicated by the blue circle) which will enable you to review the list and remove those who were added in error or add those who are missing.

Once all attendees have been entered, click the CONTINUE button at the bottom of the page.

You will have a chance to enter attendees who are not from your chapter in the next screen after clicking continue.

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Chapter Tools (Report CPE - continued)

After you have finished adding attendees not from your chapter and are satisfied with the list, click the NEXT button.

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Chapter Tools (Report CPE - continued)

Review this page and click SUBMIT REPORT to submit this entry.

Note: If later you realize you have missed adding a member, you can “Save Draft” and add members later.

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Chapter Tools (Report CPE - continued)

After submitting the report, you will be taken to the confirmation screen. At the top of the page, you will see the words REPORT SAVED (as indicated by the arrow) and the number of CPE that have been credited. Click on VIEW & PRINT and a pop-up will appear for you to print out this report and save for your records (as indicated by the circle.)

Note: You can click VIEW & PRINT to see a breakdown of the entries by member then print and save the file for record keeping. If you do not see this confirmation page, then the CPE hours were not successfully entered, and you will have to start again. You can also check the status under Chapter Tools > Report CPE > Status line.

Print this screen and save for your records.

Contact Us

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If you have any further questions or comments regarding the Chapter Portal, please contact IMA’s Community Relations Team for assistance: communityservices@imanet.org

Thank you for time, commitment, and service to IMA!