job aid gement - harley-davidson · gement job aid table of contents ... event registration –...

CHAPTER OFFICER MANAGEMENT

JOB AID

Table of Contents MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE............................................................................. 2

CHAPTER OFFICER MANAGEMENT – FULL RIGHTS .................................................................................... 4

CHAPTER OFFICER MANAGEMENT – NO RIGHTS ..................................................................................... 17

RALLY TOOLS ................................................................................................................................................ 22

EVENT REGISTRATION - YOURSELF ........................................................................................................... 28

EVENT REGISTRATION – ANOTHER OFFICER AND A GUEST .................................................................. 32

EVENT REGISTRATION - NATIONAL ............................................................................................................ 39

ABC’S OF TOURING – NATIONAL MEMBERS .............................................................................................. 46

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For Internal Use Only

MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE

JOB AID

MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE The purpose of this job aid is to provide instruction on how to access Mileage Submissions and Badge Awards online in MemberNation.

STEP

1. Log into www.members.hog.com. Note: You can access and view your mileage sub missions online, but remember, you will still need to have all mileage verified and submitted by an authorized Mileage Program verification location (dealerships etc.).

2. Go to My Membership, then to

Benefits and then to Benefits Tile Mileage.

• If you are already in the program, it will go to the mileage page.

• If you are not in the program, it will take you to the Rules/Learn How to Join screen.

3. The H.O.G Mileage recognition screen is where members can log their riding achievements and receive recognition for their accomplishments. In this example, 1000 miles is submitted. Note: The next badge achievement is at 4000 miles.

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MILEAGE SUBMISSIONS AND BADGE AWARDS ONLINE

JOB AID

STEP

4. When the km button is selected, the miles convert to kilometers. Note: The next badge achievement converts to kilometers as well.

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CHAPTER OFFICER MANAGEMENT – FULL RIGHTS

JOB AID

CHAPTER OFFICER MANAGEMENT – FULL RIGHTS The purpose of this job aid is to provide instruction on how to manage chapters with full rights.

STEP

1. Log into www.members.hog.com and then select Chapters.

2. Select the Officer Resources

dropdown.

3. Select H.O.G. Chapter Tools.

4. Scroll down to Membership Tools and select Membership Verification.

5. Select the Find National Members, Validate Membership Status tab.

http://www.hog.com/

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STEP

6. Type United in the Country field and the autofill validation will prompt a dropdown for you to select the criteria’s exact match. Select United States. Note: You can enter in the HOG Member ID in the Member ID field, or do a generic search using any of the search criteria on the screen. For this example, we are performing a generic search based on what country members live.

7. Select the Search button and the

search results display.

8. Return to the H.O.G. Chapter Tools

screen and then select the Add or Remove Chapter Members tab and the Chapter Dashboard will display. Note: If you have an officer role (Membership Officer, Director, Assistant Director, Secretary, Treasurer), you can Add/Remove members to a chapter. In this example, a member is removed from a chapter.

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JOB AID

STEP

9. Select the arrow next to the Manage Chapter dropdown field to view all of the chapters you are a member.

10. Select the chapter you want to view

and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected.

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STEP

11. Select the check box next to the chapter member you want to remove. Note: In this example, a chapter member who does not have an Active status is selected.

12. Select the Remove Selected

Members(s) button.

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STEP

13. Confirm your removal by selecting the Confirm Remove Members button. Note: Confirmation of this change will show on the following screen.

Results

14. To go back to your chapter, select the

Continue to My Chapter button.

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JOB AID

STEP

15. Select the Find/Add Member(s) button. Note: In the next example, a new chapter member will be added.

16. Type United in the Country field, and

then select United States.

17. Type Wis in the State/Province field,

and then select Wisconsin.

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JOB AID

STEP

18. Select the Search button.

19. Select the check box next to the

member you want to add. In this example, Kirk Simons is selected. Note: You will not be able to add lapsed members to your chapter.

20. Select the Add Members to My

Chapter button. Note: You may select multiple members to add or delete from your chapter.

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STEP

21. Select the Confirm Add Members button and then review the changes you made.

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22. Select the Continue to My Chapter button.

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STEP

23. Select the arrow to the field in the top right corner to filter your results. In this example, the filter is based on officers.

24. Select Officers. All officers of the chapter will now be displayed.

25. Select the Home link to go back to the H.O.G. Chapter Tools Home page.

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STEP

26. Select the View Chapter Information tab.

27. To view all of the chapters, select the arrow next to the Manage Chapter dropdown field.

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STEP

28. Select the chapter you want to view and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected. Note: You can download a Chapter Report by selecting the Create Chapter Report link.

Results

29. Select the Home link to return to the Home page.

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JOB AID

STEP

30. Select the Communicate with other Chapter Officers tab.

31. Select the My Groups link.

32. Select the group you would like to

communicate with. In this example, we select the Milwaukee Chapter 2 Officers group. Here you will be able to communicate with all Officers of the Milwaukee Chapter 2.

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STEP

33. Click inside of the Post field.

34. Type a message in the Post field, and

then select the Share button. Note: Other officers will now be able to read and comment on your post. You can also add content using the icons above the Post section (file, attachment, link etc.).

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CHAPTER OFFICER MANAGEMENT – NO RIGHTS


JOB AID

CHAPTER OFFICER MANAGEMENT – NO RIGHTS The purpose of this job aid is to provide instruction on how to manage chapters with no rights.

STEP

1. Login to www.members.hog.com and then select Chapters.


dropdown.


4. Select the Add or Remove Chapter Members tab and the Chapter Dashboard will display. Note: If you have an officer role of Activities Officer, LOH Officer, Road Captain, Editor, Safety Officer, Photographer, Historian, Webmaster, you cannot Add/Remove members to a chapter.

http://www.hog.com/

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JOB AID

STEP

5. To view all of your chapters, select the arrow next to the Manage Chapter dropdown field.

6. Select the chapter you want to view

and the members in the chapter will display. In this example, the Milwaukee Chapter 2 is selected. Note: Because this officer role does not have editing rights, the Find/Add Member(s) button does not appear after the chapter to view is selected.

Results

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JOB AID

STEP

7. Return to the H.O.G. Chapter Tools screen, and then select the Home link to go back to the Home page.

8. Select the Communicate with other Chapter Officers tab. Note: While in this example, you can not make any edits, you can still chat with other officers.


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JOB AID

STEP

10. Select the group you would like to communicate. In this example, we select the Milwaukee Chapter 2 Officers group. Here you will be able to communicate with all Officers of the Milwaukee Chapter 2.

11. In this example, we see that another

officer has already communicated to the group. You can Comment or Like the post. In this example, the Like link for a post is selected.

12. Select the Comment link to comment

on the officer’s post.

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JOB AID

STEP

13. Type a comment in the Comment field.

14. Select the Comment button.

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RALLY TOOLS

JOB AID

RALLY TOOLS The purpose of this job aid is to provide instruction on how to use Rally tools.

STEP

1. Log into www.members.hog.com.


dropdown.


4. Select Find National Members, Validate Membership Status tab.

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RALLY TOOLS

JOB AID

STEP

5. Type United in the Country field and the autofill validation will prompt a dropdown for you to select the criteria’s exact match. Select United States. Note: You can enter in the HOG Member ID in the Member ID field, or do a generic search using any of the search criteria on the screen. For this example, we are performing a generic search based on what country members live.

6. Select the Search button.

7. Select the arrow next to the Status

column header to sort your data. This will allow you to validate active or lapsed memberships prior to your rally. Note: You can sort on any of the field headers.

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RALLY TOOLS

JOB AID

STEP

8. Select the Home link to go back to the H.O.G. Rally Tools Home page.

9. Select the View Rally Information tab.

10. Select the arrow next to the Manage

Rally field.

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RALLY TOOLS

JOB AID

STEP

11. Select the rally you want to view. In this example, the Houston Rally 2017 is selected.

12. Select the Home link to return to the

Home page.

13. Select the Communicate with Other

Rally Officers tab.

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RALLY TOOLS

JOB AID

STEP


15. Select the officer that you would like

to communicate. In this example, the Houston Rally 2017 officer is selected.

16. Click inside of the Post field.

Note: You have the option to start a new post, add a file, or a new link on this screen.

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RALLY TOOLS

JOB AID

STEP

17. Type a comment in the Post field and then select the Share button. Note: Other officers will now be able to read and comment on your recent post and return to the Home page.

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EVENT REGISTRATION - YOURSELF

JOB AID

EVENT REGISTRATION - YOURSELF The purpose of this job aid is to provide instruction on how to register yourself for an event in MemberNation.

STEP


2. Select the Events tab.

http://www.hog.com/

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JOB AID

STEP

3. Select Event Calendar. From here you can search for the event you would like to register for. Once located, select the event to begin the registration process.

4. On the Event RSVP screen, scroll

down and select the Register Yourself button.

5. Verify that all of your information is

correct and then select the Continue button.

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JOB AID

STEP

6. The ticket for the event will display. Select the Continue button.

7. Select the Plus Sign (+) next to the

course(s) you want to attend. You cannot select more than five.

8. After selecting your course(s), select

the Continue button.

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JOB AID

STEP

9. Verify all of your information, and then select the Complete Payment button. The Event Confirmation screen will display. Note: A confirmation email will be sent to the email address listed to confirm your registration.

Results:

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EVENT REGISTRATION – ANOTHER OFFICER AND A GUEST

JOB AID

EVENT REGISTRATION – ANOTHER OFFICER AND A GUEST The purpose of this job aid is to provide instruction on how to register another officer and a guest for an event.

STEP


2. Select the Event tab.

http://www.hog.com/

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JOB AID

STEP


4. On the Event RSVP screen, scroll

down and select the Another Officer/Dealer button. Note: Since you have already registered for the event yourself, the Register Yourself button can no longer be selected.

5. On the Attendee Information screen,

enter the following information and then select the Continue button.

• Chapter/Dealer • Chapter Name • First/Last Name • Email Address • HOG Member ID

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JOB AID

STEP

6. The ticket for the event will display. Select the Continue button.

7. Select the Plus Sign (+) next to the

course(s) you want to attend. You cannot select more than five.

8. After selecting your course(s), select

the Continue button.

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JOB AID

STEP

9. Verify all of your information, and then select the Complete Payment button. The Event Confirmation screen will display. Note: A confirmation email will be sent to the email address listed to confirm the officer’s registration.

Results:

10. Select the Register Another button.

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JOB AID

STEP

11. On the Event REGISTRATION screen, scroll down and select the REGISTER A GUEST button. Note: Since you have already registered for the event yourself, the Register Yourself button can no longer be selected.

12. On the Attendee Information screen,

enter the following information and then select the Continue button.

• First/Last Name • Email Address • Guest Of

Note: In the Guest Of field, enter the HOG Member ID of the HOG Member brining the guest.

13. The ticket for the event will display.

Select the Continue button.

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JOB AID

STEP

14. Select the payment method. Note: The ticket price for this event is $25.00.

15. Enter the following payment

information.

• Card Number • Expiration Month and Year • CVV Number • Card Holder Name

16. If you would like to save this payment

information, select the check box next to Would you like to save this payment method for future use?

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JOB AID

STEP

17. Select the Pay USD 25.00 button. The Event Confirmation screen will display. Note: A confirmation email will be sent to the email address listed to confirm your guest’s registration.

Results:

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EVENT REGISTRATION - NATIONAL

JOB AID

EVENT REGISTRATION - NATIONAL The purpose of this job aid is to provide instruction on how to register yourself and a guest for a national event in MemberNation.

STEP

1. Log into www.members.HOG.com.

2. Select the Events tab.

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STEP


4. Select the Register Yourself button.

5. Verify that your information is correct

and then the Continue button.

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STEP

6. Select the arrow next to the Size field.

7. Select a size.

8. Select the Submit button.

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STEP

9. Select the Pay USD 100.00 button. Note: You have the option to enter a new payment method (credit or debit card), or to use a saved payment method. In this example we use a saved payment method

10. Select the Register Another link.

Note: A confirmation email will be sent to the email provided. Select Register Another to register a Guest for this event.

11. Select the Register a Guest button.

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STEP

12. Type the following information and then select Continue.

• First Name • Last Name • Email

13. Select the arrow next to the Size field.

14. Select a size.

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STEP

15. Select the Submit.

16. Select Credit Card.

17. Enter the following payment

information.

• Card Number • Expiration Month and Year • CVV Number • Card Holder Name

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JOB AID

STEP

18. Select the Pay USD 150.00 button. Note: If you would like to save this card for future use, select the check box above Pay button.

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ABC’S OF TOURING – NATIONAL MEMBERS

JOB AID


ABC’S OF TOURING – NATIONAL MEMBERS The purpose of this job aid is to provide instruction on how to enroll in the ABC’s of Touring program online.

STEP

1. Log into www.members.hog.com. Note: You can access and view your mileage sub missions online, but remember, you will still need to have all mileage verified and submitted by an authorized Mileage Program verification location (dealerships etc.).

http://www.hog.com/

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JOB AID


STEP

2. Go to Membership and select Benefits then to Benefits. Then select the ABCS OF TOURING tile.

3. To enroll in the ABCs of Touring program, select the Enroll Today button.

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STEP

4. Select the Submit a Photo button.

5. Under Image Upload, select the

Select Image link.

6. Select the Choose File button.

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STEP

7. Select the folder your image is located in, in this example we select abcs.

8. Select the image you want.

9. Select the Open button.

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STEP

10. Select the OK button.

11. In the Description field, type a

description of the image.

12. Click inside of the Category field.

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STEP

13. Select a category for the photo. In this example, Harley-Davidson Motor Company Facilities is selected.

14. Select the check box to confirm your

age and acceptance of the terms and conditions stated in the Harley-Davidson policy for user submitted content.

15. Select the Submit button.

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STEP

16. Select the View My Submissions button. All ABC’s submissions will show here, you can view your submissions or select Submit a Photo.

Results

job aid gement - harley-davidson · gement job aid table of contents ... event registration –...

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