In this task, you will print the Associate List with sponsors and review it with your Team Leader.
In WinMORE,
- Click Print
- Select Reconciliation Reports.
- Click Associate List.
You will be presented with several option boxes. Enter your preferences for each option. After entering each preference, click OK. - Enter the way you want to see the name on the list.
- L for Last Name First
- F for First Name First
- R for Roster
- Enter the order in which you want the names to print.
- L for Last Name First
- F for First Name First
- R for Roster
- I for ID Number
- B for Box Number
- Do you want to print the address?
- Y for Yes
- N for No
- Do you want to print the phone #?
- Y for Yes
- N for No
- Do you want to print the box #?
- Y for Yes
- N for No
- “Do You Want to Print the Sponsor (Y/N)?”
- Make sure that you enter “Y,” then press OK.
- Make sure that you enter “Y,” then press OK.
- Under “Associate Status Codes to Include,” select Active, Staff, and Vested Removed and click OK.
- Obtain Team Leader approval.