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MALTA Presentation Department President and Secretary Duties

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1 MALTA Presentation Department President and Secretary Duties
January 21, 2019

2 Comparison of Department President and Secretary Duties
The President and Secretary have similar functions with the exception of the following: President has access to view a few options related to the Finances of the Department including: Withdrawals from National Deposits by National Receipts President can only view Installation Reports and Officers President can only view Delegate information Secretary can manage Auxiliary Information including: Auxiliary Meeting Information Auxiliary Mailing Addresses Secretary can manage Installation Reports and Officers Secretary can manage Delegate information

3 Department Secretary Duties

4 Department Secretary Duties

5 Department President Duties

6 Department President Duties

7 Department President Duties

8 Withdrawals by National (President Only)

9 Withdrawals by National (President Only)

10 Withdrawals by National (President Only)

11 Deposits by National (President Only)

12 Deposits by National (President Only)

13 View Receipts (President Only)

14 View Receipts (President Only)

15 View Members

16 View Members

17 Member Phone List

18 Member Phone List

19 Address Labels

20 Address Labels

21 Address Labels

22 Print Membership Cards

23 Print Membership Cards

24 Print Membership Cards

25 Installation Report / Manage Officers

26 Installation Report / Manage Officers

27 Installation Report / Manage Officers

28 Reports

29 Report Listing CMR The Membership Headcount Breakdown which can be run by Department, District and/or Auxiliary. Data in this report is only captured once every 24 hours at midnight. Changes in membership during that time will not be reflected until the next day. CMR - Conference Summary The Membership headcount breakdown grouped by conference. Data in this report is only captured once every 24 hours at midnight. Changes in membership during that time will not be reflected until the next day. Deceased Members Deceased Members Report Dues Renewal Report This printout can be used between July 1st and December 31st to send out a reminder to pay dues. When you run the report between Jan 1st - June 30th it will provide a printout for lapsed members.

30 Report Listing Gift Conference Summary
Department totals of gifts by fund grouped by Conference. Gift Detail Department breakdown of gifts by entity. Member Info/Contact Changes List of members contact information changes Membership Summary Membership totals summarized by National, Department, District and/or Auxiliary level with comparison to previous year totals. Missing Officers Report Not Bonded Entities Not Bonded Entities.

31 Report Listing Officer Listing Report
This will provide a list of Officers for a specific entity. Paid By-Membership Recruiter Recruiter Report Suspended Entities Transferred Members List of members who have transferred by entity Unpaid Officer Listing Report This will provide a list of Unpaid Annual Officers for a specific entity.

32 Reports

33 Reports

34 Update Department Contact Information

35 Department Officer Contact Information

36 Manage Auxiliary Meeting Information

37 Manage Auxiliary Meeting Information

38 Manage Auxiliary Mailing Address

39 Manage Auxiliary Mailing Address

40 Manage Delegates

41 Manage Delegates Currently disabled until entry is allowed in April.
There will be some modifications to make it easier this year.

42 Manage Social Media

43 Department Officer Resources


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