Popular Articles

  1. Updating Default CP Benefits - (FLOW for setting up a Business Rule for Roster Members (CP Companies)

    Last Updated: 10/23/2024 in Account Management
    FLOW - Setting up a Business Rule for Roster Members (CP Companies) Creation Date: Mar 25, 2022 Created By: Bridget Fairbanks 1. Click on Advanced Find 2. Click on Roster Members from Look for: 3. Click on Roster Members - set ...

  2. Creating Promo Codes

    Last Updated: 11/18/2024 in Process Center Protech (UX365) Events & Event Registrations
    Creating Promo Codes & Attaching to Event Registration Creation Date: Aug 25, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Scroll down and click on Promotions 3. Click on New 4. Type in the name/short description o...

  3. How to create an Add to Calendar Link for an Event

    Last Updated: 11/18/2024 in Process Center Protech (UX365) Events & Event Registrations
    Creating an Add to Calendar Link for an Event Creation Date: Nov 16, 2023 Created By: Bridget Fairbanks 1. Create an Outlook Calendar Appointment with the details of the event.  2. When complete, click on "File" then "Save As" and in...

  4. Events - How to find the HBA Event Code or Meeting ID

    Last Updated: 08/11/2025 in Process Center Protech (UX365) Events & Event Registrations
    Events - How to find the Meeting ID or HBA Event Code Creation Date: Aug 11, 2025 Created By:  Bridget Fairbanks View most recent version  1. Click on My Work 2. Click on Meetings 3. Click on Meeting Settings 4. In the searc...

  5. Cancelling a WOTY Table

    Last Updated: 10/24/2024 in Process Center WOTY (Woman of the Year)
    Cancelling a WOTY Table Creation Date: Oct 24, 2024 Created By: Bridget Fairbanks   1. Click on Tables 2. Select the table and then Click on Edit 3. Click on Related Event Registrations (Seats) 4. Select all 10 seats 5. Click ...

  6. Member Growth by Region

    Last Updated: 11/18/2024 in Data Center Geographies
    membership growth by region 2023.xlsx   2018 2019 2020 2021 2022 2023 2023 Growth ASIA PACIFIC 0 0 16 85 427 727 70% CANADA 0 48 89 193 273 399 46% Canada Region 0 5 26 64 89 96 8% Canada Region - ...

  7. Removing an Event from the HBA Website

    Last Updated: 10/22/2025 in Process Center HBA Website
    Creation Date: Aug 23, 2023 Created By:  Bridget Fairbanks View most recent version  1. In Protech, change the settings of the event to unpublish the event.  Click on the Web Parameters tab and change the  "Exclude from Dru...

  8. How to do a System Refresh/Sync

    Last Updated: 09/29/2025 in Process Center Protech (UX365) Events & Event Registrations
    How to do a System Refresh Creation Date: Sep 18, 2025 Created By: Bridget Fairbanks   1. Click on My Work 2. Select Settings 3. Click on Refresh 4. Select the area before "https://my.hbanet.org" 5. Click on Refresh Caches ...

  9. How to Add the All-Staff SharePoint

    Last Updated: 07/10/2024 in Process Center SharePoint
    Open Microsoft Edge or Internet Explorer; the steps below will not work in other browsers Paste this link into Microsoft Edge or Internet Explorer: https://hbanet2..com/sites/HBAStaffDoc/Shared%20Documents/Forms/AllItems.aspx If you are not ...

  10. Add tasks to get things done

    Last Updated: 09/05/2024 in Process Center Asana Basics
    Tasks are Asana's basic unit of action. They help you stay organized and make things happen. You can use tasks two ways:  As an action item or to-do.  As a way to store or share notes and reference information. Assign tasks to anyone  You ca...