1. What is the Chapter Dashboard?
The Chapter Dashboard is your go-to place to submit reports to Headquarters and
to monitor your chapter’s progress. Because the Chapter Dashboard is a management tool, access is restricted to current chapter officers only. Reports and forms previously found in the Chapter Toolkit will be located in the Chapter Dashboard. The Chapter Toolkit will remain accessible through the Dashboard and will continue to host a variety of useful chapter resources. Here’s an overview of what you can do with the Chapter Dashboard:
Submit reports
Update officer roster
View analytical reports and monitor chapter progress
Update profile info for members and chapter
Manage membership roster
Submit payment to Headquarters

2. How to Access the Chapter Dashboard
Chapter Dashboard can be accessed three ways:
Go to If prompted to sign in, enter the username and password you use at
Go to and sign in using the Member Login at top right. Once logged in, go to Chapters Running Your Chapter Chapter Dashboard.
Or, the Chapter Dashboard may be accessed from the Chapter Toolkit at
Use your username and password from PhiKappaPhi.org to access the Chapter Dashboard.

3. Chapter Dashboard Screen
Once logged in, you’ll see the main Chapter Dashboard screen. Note that it’s specific to you and your chapter. This will be your “home base.” Review this page often for announcements, dates and deadlines, and real-time chapter data.

4. Menu Option: MEMBERSHIP
In the Membership section, there are two options: Actions and Reports.
Under Actions, officers can Add New Members, Manage Members and Edit Member Profile information.
Under Reports, officers can view a Member List to confirm the roster is current and use the contact information to communicate with members. More reports will be added here as needed.

5. Menu Option: MEMBERSHIP – Add New Members
Chapters NOT using the Online Enrollment Program (OEP) will use the Add New Members tool to add new members to the chapter roster. They can be added individually or by importing a spreadsheet using a provided template. Use the Add Person From File link to upload a spreadsheet.

6. Menu Option: MEMBERSHIP – Manage Members
The Manage Members tool can be used to update the status of a member on your chapter roster.
Cancel will be available for the first 30 days after adding the member to your chapter roster.
Rescind will be available after 30 days. You will be requested to upload the request from the member.
Transfer will be available when you need to add a member to your roster as a transfer.
Graduate will be available to identify members of your chapter who have graduated.
Distinguished is available to nominate a member for distinguished status. Nomination letter and resume can be uploaded.

7. Menu Option: MEMBERSHIP – Edit Member Profile
Using the Edit Member Profile tool, officers now have the ability to update a member’s profile on their behalf if they are on your current roster. While members still have the ability to update their own profile on the Phi Kappa Phi website, there may be cases where you need to update the information for them. The following fields can be updated by chapter officers:
Informal Name
Proposed Graduate Date
Undergrad/Graduate Major/Degree
Election Status
Address
Phone numbers

8. Menu Option: OFFICERS
In the Officers section, again there are two options: Actions and Reports.
Under Actions, the Manage Officers section is where you will update your chapter officer list.
Keep your officer roster up to date!
Add officers in advance with future effective date
Duplicate positions may be added if your chapter has more than one person in any given position
Deadline – update by June 15 each year
Access is dependent on current officer status
Note: Because we want to make sure only current officers have the ability to complete actions using the Chapter Dashboard, it is more important than ever to keep your roster up to date. When an officer leaves a position, make sure to go in and remove them from the roster even if you don’t currently have a replacement.
Under Reports, you will be able to pull an Officer Roster and Inactive Officer List.
Run the Officer Roster report to make sure your chapter officer list is current. It’s also great to use as your communication distribution list.
Run the Inactive Officer List to ensure all chapter officers are current with their national dues.

9. Menu Option: CHAPTER MANAGEMENT
The Chapter Management section is likely where you will spend the most time. Under the Actions and Report tabs you’ll find the reports previously accessed on the Chapter Toolkit.

10. Menu Option: CHAPTER MANAGEMENT
Under Actions:
Select items to pay and enter checking or credit card information to submit payment
Update your chapter’s profile, including contact information, social media links and even information about campus leadership
Update your chapter’s financial or ACH information
Electronically submit the following reports directly to headquarters:
Advertisement Reimbursement
Chapter Dues Increase
Annual Report
Financial Report
OEP Setup Request
Speakers Request
Transmittal Checklist
Under Reports:
Chapter Management contains helpful reports for managing your chapter. The following reports are available:
Chapter Profile
Financial Statement
Dues Summary
OEP Dues Collected
OEP List of Initiates
OEP List Updates
OEP Names For Program

11. Other Resources in Chapter Dashboard
The goal of the Chapter Dashboard is to be a one-stop hub for all of your chapter management needs. To that end, we have added links to additional resources to the Chapter Dashboard that are key to running your chapter. Links to the following are available from the Chapter Dashboard:
Toolkit
Use the Toolkit link to access all the resources at PhiKappaPhi.org including:
Templates
Logos and Fonts
Tutorials and Podcasts
Sample Chapter Bylaws
Award Applications and Promotional Materials
Benefits Overview
Communications Guide
About Phi Kappa Phi PowerPoint
Advertisements, Posters, Stationery, Fact Sheet
Fulfillment Orders
Use the Fulfillment Orders link to order initiation invitation materials, including new member packets and new member pins, personalized printed invitation kits, and customized s

12. Resources for assistance
Questions?
We’re here to help!
Resources for assistance
, ext. 224 or 220