United Methodist Churches of Indiana. Clergy Assessment Process.

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1 United Methodist Churches of Indiana Clergy Assessment Process To Access go to: The INUMC Online Portal is the gateway to the Indiana Conference s online forms. One username, one password for all online forms! Staff/Pastor-Parish

2 LOGIN To login through the INUMC Portal which will take you to the clergy assessment form, the staff-parish representative must use a unique address not shared with anyone else. Side note: After charge conference, the conference center enters staff-parish chair information into the conference database which includes their address if included on the church leadership form. Please have the person entering charge conference forms include addresses. If you need assistance with your address, please contact your district center. Password Central District, central.district@inumc.org, or 1 (317) East District, east.district@inumc.org, or 1 (765) North District, north.district@inumc.org, or 1 (219) North Central District, northcentral.district@inumc.org, or 1 (765) Northeast District, northeast.district@inumc.org, or 1 (260) Northwest District, northwest.district@inumc.org, or 1 (765) South District, south.district@inumc.org, or 1 (812) Southeast District, southeast.district@inumc.org, or 1 (812) Southwest District, southwest.district@inumc.org, or 1 (812) West District, west.district@inumc.org, or 1 (765) You will receive an auto- containing a link to set your password. You have been given user privileges to the INUMC Online Portal a gateway to the Indiana Conference s online programs. To login, please visit within the next 72 hours to set your password for the first time. For assistance, please questions@inumc.org or call Forgot your password? Use Forgot password? and follow the prompts

3 Clergy Assessment Dashboard After login, you are now on the Clergy Assessment Dashboard Your name should be showing as user. Your Name Under Staff Assessment Pastor s Name The churches that you relate to should be showing Assessments to Take your pastor(s) will show here Click on Start to begin self-assessment Assessments in Progress Your saved (not yet submitted) assessments will show here Completed Assessments Submitted Assessments will show here. Take a moment to make sure you are showing as the user! Click on the Start icon to begin the assessment for the pastor shown Please complete a staff-assessment for each pastor shown under Assessments to Take There is a copy feature after your assessments move to assessments in progress if you wish to copy your responses from one assessment to another (more detailed information follows).

4 Clergy Assessment Form There are three tabs with question to be answered Discovering Discipleship Fruitfulness Developing Congregational Fruitfulness Deploying Missional Fruitfulness Each question requires a rating selection (1-5 or n/a) and a comment At the end of each tab / page of questions, select either Save For Later or Save and Continue Select Continue If you viewed/saved and now want to continue with an assessment

5 The last tab, Review/Complete, is for reviewing all of your responses, and the final step to complete/ Submit Assessment Helpful Hint use save for later if you think you might want to copy responses to another assessment. Submit Assessment only if you are finished and will not want to make any changes to your responses. The assessment cannot be re-opened for editing. One final notice that you are about to submit your assessment! View to view your assessment in progress Cancel to cancel final submission Submit Done! Return to dashboard to view/print final COMPLETED ASSESSMENTS After Final Submission, the staffassessment moves to Completed Assessments. View view staff-assessment for the church shown, PDF format. (Print from viewed PDF.) Copy you are able to copy a completed assessment to an assessment in progress.

6 COPYING ASSESSMENTS Using the dashboard below as an example The staff-assessment questions for all three pastors have been viewed, so now they have moved to assessments in progress. The staff assessment for Alert UMC is finished and saved. To copy your responses from Alert UMC to Blue Grass UMC and Chili UMC click on Copy You can now copy to one, or both by clicking on Copy To to the left of each church (or select Cancel if you change your mind) (For this example, I only wanted to copy to Blue Grass UMC) Click on Copy to copy your responses to another church Please note warning! If you had already started answering questions for another church (saved) and decide to copy from another assessment All existing responses in the target assessment will be overwritten! Please be careful with the copy feature.

7 Click on OK Use Continue to edit, save for later, or submit assessment Follow instructions above to finish/submit all self-assessments. LOG OUT Your Name

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