Administrator Circle

Purpose:

Administer the information provided by the Educator from THAT Circle, including registering new clients

Accountabilities:

  1. Registration of new partners in https://b.MySPURT.org. following the process. 
  2. Add the information of all partners to the Google sheet.
  3. Check the Google sheet on double names and double accounts.
  4. Check the hours the partners worked. Add the hours in the column BEFORE the payment amount.
  5. Calculate the amount to be paid and add in the month you want to be paid. 
  6. Inform  the Anchor Center that the list is ready for payment.
  7. Answer all questions in red added by the AC. and mark ONE cell yellow, so that they see that you answered.
  8. Making sure no one can access the broker account.
  9. You do NOT register ANY account for another Educator. Registration is the responsibility of THAT Educator.

Process

  1. A sheet should be requested by sending an email to info@ myspurt .org with the information of the educator, account number, telephonenumber, email. The Anchor Circle will provide the sheet and make it possible to act as broker.
  2. To register a client, you need to go to your OWN account and register from there as broker. You should have received training from the educator training you.
  3. New accounts should be registered at the latest  one week after the partner completed the three months work and confirmation that they received Education.
  4. The information from the client should be added to the Google sheet.
  5. Check if accounts are not double on your MAIN list by using the shortcut Ctrl F and in the right corner you see the search bar. When there is only 1 after the number you might have done it correct. But you might have the same person with another number. Check the name too this way,
  6. Another way to check doubles is explained by the educator.
  7. Most of the times I use an OTHER Excel to work with, so I cannot make a mistake.
  8. I copy and paste the whoke sheet below line 3. 
  9. I ONLY search first on the account number, then on the name.
  10. https://www.youtube.com/watch?v=96aKJ5G28BU
  11. https://www.youtube.com/watch?v=7nwp0fYm99w from minute 9
  12. The sheet should be shared with the Anchor Center, but that is automatically. 

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