Manage Rosters for Groups using Individual Method

Manage Rosters for Groups using Entity Method

Manage Rosters for Groups using Individual Method

Applicable Users:

• Standards Committee (SC) and/ or Working Group (WG) Officers, Program Management staff.

Notes:

• The Manage Officers/Roster screen contains three tabs:

1. 1. Interested Tab: Displays individuals who have indicated interest to participate or follow in the group you are managing.
   2. Roster Tab: Displays individuals who have been assigned an involvement level (eg. Member). Add members directly to the group roster or from the Interested tab to the group roster and then assign a participation level. This is also where group officers can download a roster or template to facilitate bulk uploading of members.
   3. Officers Tab: Used to assign/modify the roles of the officers of an IEEE SA Project. In order to assign an officer role to a group member, the member must first be added to the group roster.

• When a member on the Interested list is assigned a participation level, the name moves from the Interested list to the roster. If a member name is removed from the roster, it returns to the Interested list.
• Once added to the roster, an individual can be assigned an officer role.
• All officers of individual-based projects shall be IEEE members of any grade (except Student grade) or IEEE Society affiliates, and shall be a member of IEEE SA.

Instructions:

1. From the myProject home screen, select Menu.
2. Click Manage Groups.
3. Use the Search field, Filter By Type, or Filter by Group Status options to locate the appropriate group.
4. Click the Manage Group Roster icon. The Manage Officers/Roster screen will appear.
5. Click on the Roster tab.
6. From the Select Interested Member drop down, choose the name of the individual to be added to the Roster.
7. On the Select Participation Level drop down, choose the appropriate level of participation.
8. Click Add Interested. The newly added member will appear in the roster list.
9. To change the participation level, click on the Edit Participation Level icon. 
10. To modify the involvement level of a single user or remove them from the roster, click on the Edit pencil, select an option from the dropdown menu, and click Save.
11. To edit users in bulk, check the box next to the users you want to modify and click the Group Edit button.
12. To add a member to the roster who has not already logged an interest in the group, click the Add External Participant button. The person must have already agreed to the IEEE Privacy Policy.

Manage Rosters for Groups using Entity Method

Applicable Users:

• Standards Committee (SC) and/ or Working Group (WG) Officers, Program Management staff.

Notes:

• The Manage Officers/Roster screen contains three tabs:

1. 1. Interested Tab: Displays individuals who have indicated interest to participate or follow in the group you are managing. Individuals may register interest in an entity group even if they are not affiliated with an Entity with IEEE SA Corporate Membership. 
   2. Roster Tab: Displays entities who have been assigned an involvement level (eg. Voting Member) and individuals representing that entity. Entity members must be added to the roster before representatives can be assigned.
   3. Officers Tab: Used to assign/modify the roles of the officers of an IEEE SA Project. In order to assign an officer role to an individual, they must first be assigned as a representative for a member of the group.

• When an entity is added to the roster, individuals affiliated with that entity are removed from the interested list and become available for assignment as representatives via the roster tab.
• All officers of entity-based projects shall be representatives of Advanced Entity Members of IEEE SA.

Instructions:

1. From the myProject home screen, select Menu.
2. Click Manage Groups.
3. Use the Search field, Filter By Type, or Filter by Group Status options to locate the appropriate group.
4. Click the Manage Group Roster icon. The Manage Officers/Roster screen will appear.
5. Click on the Roster tab.
6. Click Add Entity.
7. Enter the name of the organization you would like to add to the roster. Start typing the organization name and they system will list all matching IEEE SA corporate members. Click on the appropriate organization name to select it.
8. From Participation Level drop down, choose the appropriate level of participation.
9. Click Save. The newly added organization will appear in the roster list.
10. To change the participation level for an organization, click on the Edit Participation Level icon.
11. To assign or modify representatives for an organization, click on the Edit Roles/Representatives icon.
12. All individuals who have declared an interest in the group and affiliated themselves with the member organization will appear available for assignment as a representative. The Entity Member Representative (EMR) will also be available for assignment by default. EMR will be identified with the Badge icon. Click the Edit icon to modify the role for an individual.
13. Select the desired role from the dropdown and click Save. You may assign one Designated Representative (DR) and multiple Designated Representative Alternates (DRA) for each organization.