Managing Pledges: How to Depledge
16 steps
2 minutes
Salesforce
1
Navigate to <https://portal.sigmachi.org/>
2
Click "Pledging Dashboard" to go in and manage pledges.
3
To depledge someone, scroll down to the bottom of the page to where it says 'Manage Pledge(s)".
4
Search for the pledge's name.
5
Once entered, select the check box next to his name. You can select multiple pledges at once if they were involved in the same incident.
6
Once checked, click "Depledge"
7
User will have to fill out the following information on the pledge.
8
Enter the date of depledging.
9
Click "Depledge Reason"
10
Click this dropdown and there will multiple options to choose from. Select what best fits the situation.
11
If none of the options apply to the situation, select "Other". Select the additional comments section to enter more information about the incident(s).
12
Type in additional comments if necessary.
13
Click "Next"
14
User will be taken back to the pledging dashboard. Here, the user will be able to verify if the individual has been depledged. Navigate to the "Depledged Accounts" table.
15
Enter the individual's name.
16
The user will now see the depledged individual on the list of "Depledged Accounts".
Managing Pledges: How to Depledge
16 steps
2 minutes
Salesforce
1
Navigate to <https://portal.sigmachi.org/>
2
Click "Pledging Dashboard" to go in and manage pledges.
3
To depledge someone, scroll down to the bottom of the page to where it says 'Manage Pledge(s)".
4
Search for the pledge's name.
5
Once entered, select the check box next to his name. You can select multiple pledges at once if they were involved in the same incident.
6
Once checked, click "Depledge"
7
User will have to fill out the following information on the pledge.
8
Enter the date of depledging.
9
Click "Depledge Reason"
10
Click this dropdown and there will multiple options to choose from. Select what best fits the situation.
11
If none of the options apply to the situation, select "Other". Select the additional comments section to enter more information about the incident(s).
12
Type in additional comments if necessary.
13
Click "Next"
14
User will be taken back to the pledging dashboard. Here, the user will be able to verify if the individual has been depledged. Navigate to the "Depledged Accounts" table.
15
Enter the individual's name.
16
The user will now see the depledged individual on the list of "Depledged Accounts".
