This post is for schools and libraries that are either part of a consortium, or have more than one physical location (a.k.a., annexes).
How to add members to a consortium
If you are a consortium leader, follow these steps to add member organizations to your account.
- Log in to EPC and click the “Related Actions” link on the left-hand side of your organization profile.
- Choose “Manage Organization Relationships.”
- Select “Add a Consortium Member.”
- On the next screen, enter the member’s information and click “Search.”
- Locate the school/library you wish to add and select the checkbox next to it, then click “Submit.”
More detailed instructions are available in the Managing Your Organization user guide (page 8).
How to add yourself to a consortium
If you’re a member of a consortium, you don’t need to wait for the consortium leader to add you. You can do it yourself. Here’s how:
- Log in to EPC and click the “Related Actions” link on the left-hand side of your organization profile.
- Choose “Manage Organization Relationships.”
- Select “Sign up for a Consortium.”
- Enter search information for the consortium (entity number, name, state, or ZIP code), and click “Search.”
- Locate your consortium and check the box to the left of its name. Click “Submit,” and then “Yes.”
More detailed instructions are available in the Managing Your Organization user guide (page 7).
How to add an annex
An “annex” is a secondary site of an individual school/library that is in a different physical location than the primary facility, but is still considered part of the same school/library.
In the past, each annex needed its own entity number. Now, annexes are managed through the individual school/library that they are a part of.
To add an annex:
- Log in to EPC and on the landing page, select the organization where you’d like to add an annex.
- On the left menu, click “Related Actions,” then “Manage Annexes.”
- Select “Add New Annex” and enter the name, address, and contact information for the annex.
- Then, click “Add New Annex.”
More detailed instructions are available in the Managing Your Organization user guide (page 5).
As always, feel free to contact us at (888) 203-8100 if you have any questions or concerns.
In the next post, we’ll finish up the organization relationships series by showing you how to link a consultant to your account.
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