“ The Red Zone ” Chapter Management Portal

1. “The Red Zone”Chapter Management Portal National Technology Taskforce

2. How to Access The RED Zone

3. How to Access The RED Zone Log onto the Delta homepage at www.deltasigmatheta.org

4. How to Access The RED Zone Members Area In the Members Area, click the Red Zone Section at bottom of screen, then click submit

5. How to Access The RED Zone Enter your Sister’s Only Username and Password Welcome to the red zone.   Delta Sigma Theta Privacy Statement Unauthorized acquisition,   disclosure, or distribution of access information, passwords,   or electronically transmitted confidential membership or financial information   and improper use of the organization’s membership data and information through   misuse of proprietary computer software is subject to sanctions and fines   per the Code of Conduct, Section 4.D. 

6. How to Access The RED Zone Special Note Only Chapter Presidents, Treasurers and Financial Secretaries have access to complete tasks in the Red Zone. Primary Advisors are given view only access. *Please note that if you are unable to access your chapter’s information, contactinformationsystems@deltasigmatheta.org

7. “The Red Zone” Please read the Confidentiality Statement and Agreement. Be sure to sign your name and enter the date exactly as it appears on the screen. Violation of this agreement is subject to sanctions and fines per the Code of Conduct, Section 4.D. National Technology Taskforce 7

8. “The Red Zone”Chapter Management Portal National Technology Taskforce

9. “The Red Zone”Chapter Management Portal “The Red Zone” is a web-based tool designed for Delta Sigma Theta Sorority, Inc. that allows chapter officers to perform Chapter Management operations. Due to the interactive processes utilized with “The Red Zone”, chapter officers will be required to access the system on a weekly basis at a minimum. National Technology Taskforce 9

10. “The Red Zone”Chapter Management Portal In “The Red Zone” chapter officers are able to perform the following: • Pay Dues • Submit 25/50 Year Honorees • Submit Deceased Members • Submit MIT Applicants • Complete & Submit Compliance forms • Obtain System Reports National Technology Taskforce 10

11. “The Red Zone” In this training course, you will be shown the following: Paying Dues How to Complete and Submit Compliance Forms How to add applicants in the membership intake module How to manage applicants in the membership intake module Training Objectives National Technology Taskforce 11

12. Paying dues in “The Red Zone” National Technology Taskforce

13. Authorized Users of “The Red Zone” are Chapter Presidents, Treasurers, Financial Secretaries, and Primary Advisors Who Has Access To “The Red Zone” Please Note: National Technology Taskforce

14. Paying dues in “The Red Zone” • From the home page: • Select Membership Management, Actions, Manage Dues National Technology Taskforce

15. Paying dues in “The Red Zone” • Paying dues in “The Red Zone”is a 5-step process. • Step 1: Overview • Step 2: Selection • Step 3: Additional Information • Step 4: Validation • Step 5: Receipt National Technology Taskforce

16. Step 1: Overview • Read Overview statement and click <Continue>. Information on how to enter dues will be found here. National Technology Taskforce

17. Step 2: Selection • Read instructions. • Select members from your chapter to submit dues in appropriate category for each member selected (NFY, CFY,CFY & NFY,PFY&CFY). • Click <Continue>. NFY = Next Fiscal Year CFY = Current Fiscal Year PFY = Previous Fiscal Year National Technology Taskforce

18. Step 3: Additional Information • For each member, indicate if optional contributions are being submitted. • Verify the Transaction Summary and verify totals reflect appropriate dollar amount for selections made. • Click <Continue>. National Technology Taskforce

19. Step 4: Validation • Review the batch to ensure accuracy. • Enter electronic signature information. • Click <Continue>. National Technology Taskforce

20. Step 5: Receipt • Print receipt for your records. • Click <Go to Actions> to complete the dues process. National Technology Taskforce

21. Dues Transmittal Form • After you have paid dues in the Red Zone, note that you must remit payment using the Dues Transmittal Form. National Technology Taskforce

22. Dues Transmittal Form • From the Membership Management menu: • Click <Reports> • Click <Transmittal of Dues ad Fees> National Technology Taskforce

23. Dues Transmittal Form • Print the form • Complete necessary section(s) • Mail to address listed on the form National Technology Taskforce

24. Dues Transmittal Form National Technology Taskforce

25. How to Complete and Submit Compliance Forms National Technology Taskforce

26. Accessing Compliance Forms • From the home page: • Select Compliance, Actions-Forms , select the form you want to complete. National Technology Taskforce

27. Submitting Compliance Forms in “The Red Zone” • Submitting Compliance Forms in “The Red Zone”is a 5-step process. • Step 1: Overview • Step 2: Selection • Step 3: Enter Information • Step 4: Validation • Step 5: Receipt National Technology Taskforce

28. Annual Report Of Chapter Officers (AROCO) - Part 1 National Technology Taskforce

29. Step 1: Overview Read the Overview Statement and Click <Continue> AROCO, P1 National Technology Taskforce

30. Step 2: Selection Select the appropriate position by clicking the check box next to it. Multiple positions can be selected at one time. Click <Continue> AROCO, P1 National Technology Taskforce

31. Step 3: Additional Information Select “Find a Member” next to each position and enter the member number of the new officer. Enter the date of the chapter election in the “Additional Information” field. Click <Continue> AROCO, P1 National Technology Taskforce

32. Step 4: Validation Review the form information to ensure accuracy. Enter electronic signature information. Click <Continue>. AROCO, P1 National Technology Taskforce

33. Step 5: Receipt • Print receipt for your records. • Click <Go to Actions> to complete submission of the AROCO, part 1 form. National Technology Taskforce AROCO, P1

34. CHAPTERDEMOGRAPHICSFORM National Technology Taskforce

35. Accessing The Chapter Demographics Forms • From the home page: • Select Compliance, Actions-Chapter Demographics, select the form you want to complete. National Technology Taskforce

36. CHAPTER AWARDSSection National Technology Taskforce

37. Chapter Awards Step 1: Overview • Read the Overview statement and click <Continue>. National Technology Taskforce Chapter Awards

38. Step 2: Enter Selection Info • Click select for the corresponding sororal year in which the award was received. • Click <Continue>. National Technology Taskforce Chapter Awards

39. Step 3: Enter Information • Enter the appropriate information for each award/special recognition that the chapter received. • Click <Continue>. National Technology Taskforce Chapter Awards

40. Step 4: Validation Review the form information to ensure accuracy. Enter electronic signature information. Click <Continue>. Chapter Awards National Technology Taskforce

41. Step 5: Receipt • Print receipt for your records. • Click <Go to Actions> to complete submission of Special Dispensation form. Chapter Awards National Technology Taskforce

42. Completing Remaining Sections of the Chapter Demographics Form National Technology Taskforce

43. Complete all 5 Steps For each remaining section of the Chapter Demographics form complete: • Step 1: Overview • Read the Overview Statement, Click <Continue>. • Step 2: Selection • Select the appropriate fiscal year, Click <Continue>. National Technology Taskforce

44. Complete all 5 Steps • Step 3: Additional Information • Enter appropriate information as required on the specific form. Click <Continue>. • Step 4: Validation • Review the form information to ensure accuracy. • Enter electronic signature information. Click <Continue>. • Step 5: Receipt • Print receipt for your records. • Click <Go to Actions> to complete submission of the form. National Technology Taskforce

45. Remember… • If you are not able to complete a form, you can save the information by clicking the Save & Exit button at the top of the form. • When you return to the form, the previous information is still there. You can finish completing the form. National Technology Taskforce

46. Summary of Chapter Compliance • At anytime, you can view a status of what compliance forms that have been completed/needs to be complete by: • Select Compliance <Reports> • Click <Summary of Chapter Compliance> National Technology Taskforce

47. Summary of Chapter Compliance National Technology Taskforce

48. Accessing Reports in the Red Zone National Technology Taskforce 48

49. Membership Management Reports From the Red Zone home page, click Membership Management>reports and a list of available reports will be displayed National Technology Taskforce 49

50. Compliance Reports From the Red Zone home page, click Compliance>reports and a list of available reports will be displayed National Technology Taskforce 50