Reception volunteers: How to use the membership administration system Task Tab How to log on 1 How to register a new member 2 How to enrol in a course 3 How to update member details 4 How to remove a member from a course 5 How to print a list of course members for tutors 6 Refer to office staff to print name tags or to assist tutors

How to log on

Select login

Insert membership no. from badge or email address, then last 4 digits of your phone no. or password that you have nominated. Click login.

A full menu of options will appear

How to register a new member

Select Add Member

Complete member details If no email, use commonmail@gleneirau3a.org.au Either get member to nominate a password or use the last 4 digits of the telephone number Show the member the terms and conditions, if agreed tick box Enter the squiggly code and press submit, an email will be sent with instructions on how to activate the membership

How to enrol in a course

Select Search Members

Enter member’s surname, press Search, then select the correct member from the results returned

Member details will appear

Select View or select Courses

The full menu of courses appears The full menu of courses appears. Click on a course name or number to view course details.

Course details will appear. Press back arrow (top left of screen) to return to course list.

Select square box to select course Press confirm selection

Select Finalise, and if necessary, Invoice and Payment

Select pay invoice

Print two copies of the invoice in order to pay at U3A by card, cash or cheque

How to update member details

Select Search Members

Enter member’s surname, press Search, then select the correct member from the results returned

Member details will appear

Select Edit Member Details if anything needs to be updated

Make changes then press Save

How to remove a member from a course

Select Search Members

Enter member’s surname, press Search, then select the correct member from the results returned

Member details will appear

Select the edit button next to the course you wish to remove

Select delete. When the confirmation window appears select Yes.

How to print a list of course members for tutors

Look for the course and select the report option at the end of the entry

A list of course enrolments will be displayed in time order A list of course enrolments will be displayed in time order. The wait list is shown at the end with a detailed time stamp.