Usage
Chapters can update their operational documents based on executive board decisions, providing a secure place to store important documents.
Platform
Chapter Management Hub
Watch the video
Steps
Replace the operational document
1. In the Chapter Operations module, use the Actions button to Upload Operational Document.
2. In the Upload Operational Document window, select the Document Type and add a Description.
3. If the date when the document is uploaded to the Hub is different than the date when the document was updated, the date can be updated manually.
4. Upload the file from your computer and click Next. The updated document will replace any existing document.
Things to know
The chapter account is then updated to track when the chapter last updated that item. This impacts the chapter health metrics and chapter commitments.
This allows historical information to be stored with YPO securely.
How to get help
Reach out directly to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.