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Standard Operating Procedures

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Access & Security - Staff Users

Accounting & Financial Reporting Overview

Add and Maintain ALTA Employee Records

Adding Education Sessions to WordPress

Adding Sponsor Logo and Text to Meeting Sessions in Word Press

Adding/Archiving a Vendor Contact to re:Members

Advertsing Management & Fulfillment

Advocacy & Policy Home Page

Allow your Colleague to Manage your Mail and Calendar Document

ALTA Good Deeds Foundation

ALTA HQ Physical Address Change Updates

ALTA Intranet Tutorial - 01 - Staff Functions, Intranet, File Upload

ALTA Intranet Tutorial - 02 - WYSIWYG

ALTA Registry Home Page

Applying Payments to an Invoice in re:Members (formerly Impexium)

Balance Due Reporting

Board Book Dashboards

Call for Faculty Process in WordPress

ColdFusion Configuration

Create an re:Members (formerly Impexium) Invoice and Partner Level for Sponsorship Packages

Customer Record Management Overview

Education - CE & CLE Credits

Education - LTI Courses

Education - NTP

Education and LTI Overview

Education Operations

Exhibit Hall Management

Homeowner Outreach Program (HOP) Overview

How do I Access Voicemail from another Extension or Outside of the Office?

How do I Enable or Disable the Extended Away Greeting

How to Change the Power Setting on Your Machine

How to Configure Navigation Links to Open in a New Tab in SharePoint

How to Create a HyperLink in a PDF Document

How to Make a Column in SharePoint To Display Email

How to Make A Long Distance Call Through An Office Phone

How to Map A Network Drive

How To Properly Disconnect From A LogMeIn Section

How To Remove a VPN Profile

How To Remove Word Password Protection

How to Setup an Automatic Out of Office Reply

How To Sign A PDF Document

How To Transfer a Call in All Cloud Communicator

How to use Microsoft Planner

How-To Documents, Cheat Sheets, and Business Rules

ALTA Information Technology User Manual

Additional Office Equipment

ALTA's Password Policy

DC HQ Office Workers

Online Member-facing and Public-facing Resources

Online Staff-exclusive Resources

Personal Mobile Devices

Preservation & Document Retention – Where to Store Your Files

Social Media & Online Communication

Telephone and Voicemail

Training, Support, and Knowledgebase

When Traveling or Working Remotely from Your Primary Work Location

ALTA Meeting Sign Management for Sign Owners

Meetings Sign Management, Ordering & Sign Off

Returned Mail Investigation

Setting Strategic Partner Flag

Welcome to the ALTA Knowledge Base

Impersonation - Buy For - Integrations

IT How To Docs

Meeting Process Lifecycle

Meetings Overview

Membership - For ALTA Staff Users

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Membership Overview

Membership Survey

Policy Forms Licensing (PFL) Overview

Processing Conference Sponsorships

Products / Subscription Overview

Publications

re:Members (formerly Impexium) Data Hygiene Processes

Report Designer Login Notes

Setting up GIT Repositories and Automating Pushes to BitBucket

SOP for Dependency Updates

Sponsorship Management

Strategic Partner Program (SPP)

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TAN - Program and Technical Processes

TAN General Documentation

TIPAC - Program and Technical Processes

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WordPress Setup and Licenses

Workstation Patch Management & Qualys Migration

Email & Outlook

Phone & Voicemail

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Microsoft 365 & SharePoint

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PurviewStandard Operating ProceduresHow-To Documents, Cheat Sheets, and Business RulesALTA Information Technology User ManualSoftware

PurviewStandard Operating ProceduresHow-To Documents, Cheat Sheets, and Business RulesALTA Information Technology User ManualSoftware

Internal Knowledge BaseWorking to capture ALTA's core Standard Operating Procedures (SOPs), how-to documentation, and historical data. Help

ALTA PurviewSoftware

Doc PV-SOP-ALTA-INFORMATION-TECHNOLOGY-USER-MANUAL-TOC153808885-SOFTWARE · v0 · Standard Operating ProceduresEffective Jun 19, 2026 · Review by Dec 16, 2026 · Printed — — Internal use only

Summary

Purview/Standard Operating Procedures/How-To Documents, Cheat Sheets, and Business Rules/ALTA Information Technology User Manual/Software

Standard Operating Procedures IT

Software

Author Dash SplitLast edited by System (+2)Updated Jun 19, 2026

1. Standard software and resources provided to all users includes: 1. Microsoft 365 (desktop applications and browser access at office.com) 1. Outlook Email & Calendar 2. Teams

1 view1 min read5 sections

In effect since Jun 19, 2026 · next review Dec 16, 2026 (in 128 days).

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Software

Standard Software and Resources

Standard software and resources provided to all users includes:

Microsoft 365

Microsoft 365 (desktop applications and browser access at office.com)

Outlook Email & Calendar
Teams
Teams Telephony
Word
Excel
PowerPoint
SharePoint
OneDrive

Additional Microsoft Tools

Snip & Sketch. Press Windows Key + Shift + S to capture any part of your screen.
Record. Press Windows Key + Alt + R to capture a video of something you're doing on the desktop (audio is optional). The video will capture actions in one app at a time and will be saved to your machine in the folder named: C:\Users\YOUR NAME\Videos\Captures. If you need to capture a full screen with multiple applications, contact the IT Team for additional software.

Additional Software

Adobe Acrobat Pro
Internet Browser (e.g., Chrome, Edge, Firefox)
Barracuda Spam Filtering
KnowBe4 Phishing Testing and Education

Mission

Improve the skills & knowledge of providers in the real property transaction, advocate member concerns, and standardize products for industry use.

Priority · Champion the Industry

Showcase the industry's critical impact & essential role in real estate integrity.

Documents

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SoftwareThe IT Team is responsible for selection and proper licensing for all software acquired by ALTA for processes, departments, and for ALTA employee use. If you need new or upgraded software to perform your work, contact the IT department or p

Telephone and VoicemailALTA uses Microsoft Teams Telephony through Microsoft Teams. See the Quick Start Guide in ALTA’s Knowledgebase: [_https://altakb.atlassian.net/wiki/spaces/SOP/pages/9371683/Microsoft+Teams+-+Phone+Quick+Reference+Guide_](/p/microsoft-teams-

Related pages

ALTA Microsoft Teams User's Guide (New)ALTA Microsoft Teams User's Guide ALTA Apps and Services How To Use Whiteboard in Microsoft Teams (New)MS Teams & Outlook Documentation Changes

Referenced by

ALTA Information Technology User Manual

1 view1 min read5 sections

On this page

Standard Software and Resources
Microsoft 365
Additional Microsoft Tools
Additional Software

Related pages

ALTA Microsoft Teams User's Guide (New)ALTA Microsoft Teams User's Guide ALTA Apps and Services How To Use Whiteboard in Microsoft Teams (New)MS Teams & Outlook Documentation Changes

Referenced by

ALTA Information Technology User Manual