afelink mail ballot operator demo. what is afelink? afelink automates the sending and receiving afes...
TRANSCRIPT
AFELink Mail Ballot Operator Demo
What is AFELink?
• AFELink automates the sending and receiving AFEs / Mail Ballots and responses between operators and partners with:• Electronic transfer of AFEs / Mail Ballots from operators to partners • Electronic responses from partners to operators• Online real time AFE / Mail Ballot tracking for operators and partners
• AFELink process automation • Saves time and reduces paper flow • Eliminates lost AFEs / Mail Ballots
AFELink Mail Ballot Operator Demo
The basic steps for operators to send a Mail Ballot to partners through AFELink are: Select agreement to send mail ballot on Review and edit agreement details Create mail ballot Set up mail ballot motions and attach AFEs Generate cover letter Add other attachments Send mail ballot to partners Track partner status and responses Create and send the results letter to partners
Select Agreement
Use the Agreement Search screen to select the agreement for the mail ballot
Review Agreement Details
Use the Agreement Details screen to review and edit agreement details before creating your mail ballot
Create Mail Ballot
Initial steps for creating your mail ballot are:• Enter your mail ballot number• Pick your voting provision
Setup Mail Ballot Motions
Use the Mail Ballot screen to enter the mail ballot motions and attach any AFEs to be added to the motion
Attach AFEs
Select the AFE to attach and click “Add AFE”
Generate Cover Letter
The Cover Letter is auto generated and more text can be added by clicking “Edit”
Add Other Attachments
Adding attachments is as easy adding attachments to emails
Send Mail Ballot to Partners
To send the mail ballot, select a due date and click “Save & Send to Partners”
Corresponding with Partners
AFELink Messages:• Makes it easy for operators to correspond internally or with partners• Track and keep an audit trail of all correspondence
Track Partner Status and Responses
The operator can: • Track the status and responses of all partners• Enter non-registered AFELink partner responses
Create the Results Letter
Once all responses have been received, the operator:• Enters whether or not the motions have been approved or defeated
Create the Results Letter
Once all responses have been received, the operator:• Enters whether or not the motions have been approved or defeated• Create Results Letter
Results Letter
The results letter is auto generated and more text can be added by clicking “Edit”
Sending the Results Letter to Partners
Click “Save & Send to Partners”
DONE!
• In a few simple steps, you have sent an operated Mail Ballot to partners and can now track and receive responses. AFELink makes it easy to send operated Mail Ballots and also does much more.
• For more information about AFELink, please contact Dan Chan @ (403) 264-4693 or [email protected]