Membership Secretaries: your guide to online administration of your Woodcraft Folk District
|
|
- Ashley Griffith
- 5 years ago
- Views:
Transcription
1 Membership Secretaries: your guide to online administration of your Woodcraft Folk District 1. Logging in 2. Configuring the Dashboard 3. The Dashboard 4. Reports 5. Searching for an individual s record on the database 6. Managing an individuals record, inc DBS queries, Membership & DBS info, references, editing relationships 7. FAQS and contact info 1. Log in using your username and password. If you aren t sure of these details, just click request new password in the dark green box in the top right of the website (pictured left) and your login details will be ed to you. If you do not have a login for the Woodcraft website please go to to create one. When you ve logged in, you ll see a pale yellow box in the bottom left corner titled Logged in as [your name]. Inside the yellow box you ll find a link to CiviCRM which is Woodcraft Folk s membership database. Click through, and you ll come to your dashboard. 2. Configuring your Dashboard The dashboard is a quick overview of membership in your District. When accessing the database for the first time your dashboard may appear blank. To configure the dashboard click the configure button found underneath the CiviCRM header. This will take you to the available dashlets (reports) which you can drag on to the left & right columns of your dashboard. Once you ve made your selection, click the Done button. The dashlets are a snapshot of the detailed reports you can download from the database, more on that in section 4. Your dashboard will look similar to the example below. Depending on the 3. The dash board dashlets/reports you have chosen, The dashlets will show the status of your volunteers membership and the status of their DBS checks, with the most recently updated first. You can click through to view any individual member s record by clicking on their name on the dashboard. This will take you to a brief summary page. To edit details, click the member s name highlighted blue again.
2 4. Reports The dashboard will only show you a snap shot of your District s membership. For a more detailed report, click Report on the black tool bar. A dropdown of all reports available to you will appear here, select the report you want to view which you can download to a spreadsheet or PDF file. All list of all the reports available for you to view & download are below. If you want to view the membership & DBS status for all your District members we recommend you choose the Membership Secretary report from the Report drop down. There are 8 reports available: 1. New Members Monthly Alert: A list of members in your district who have either signed up online or whose membership has been processed by Folk office in the last month. 2. Lapsed DBS (from 2011 to date): Lists the members in your district who DBS certificate (criminal record check) is has lapsed. The report will show the members name, start & end date and DBS status. With the most recent listed at the top. 3. Lapsed Membership (from 2011 to date) : Lists the members in your district whose membership has lapsed. The report will show the member s name, start & end date and membership status. With the most recent listed at the top. 4. Membership Secretary s Report: Printable list of ALL your members in your District and their membership & DBS expiry dates (not available via the dashboard). 5. DBS Query: A list of all queried DBS application forms submitted to Folk Office. 6. Awaiting DBS returns form: DBS applications that have been submitted for processing to the Disclosure & Barring Service. Awaiting confirmation of their DBS certificate details. 7. Membership Queries: A list of all queried membership applications forms submitted to Folk Office. 8. Members who have subscribed to the DBS Update Service: A complete list of members 5. Searching for an individual record on the database All Woodcraft volunteers who have applied for membership with us will have a record on our database. Their record will include their contact information, what District/group they volunteer with and their membership & DBS details. To search to for an individual, type their surname follow by a comma and their first name into the white text box in the top left hand corner of the tool bar. The members name should appear in a drop down which you can then click to be taken to their record. You ll be taken directly to the individuals summary page.
3 6. Managing an Individual s record How to Edit an Individual s Record You can view the records for all individual members in your District. This is sensitive information, so please don t disclose it to anyone and don t leave your browser logged in to your Woodcraft Folk account while you're away from it. A membership profile is organised into tabs, listed in blue under the member s name. Summary: Useful info such as their membership status and contact info Memberships: Their membership of Woodcraft Folk, but also their DBS status, which the database considers as a membership of DBS. Relationships: This lists their connection to Woodcraft Folk groups, Districts and also roles such as Membership Secretary, Treasurer or Group Contact. As Membership Secretary you can edit a member s personal details when they change i.e. change of name, telephone, & home address. 1. Search the member s name and go to their record summary page. Click Edit underneath the member s name. 2. The Edit page will open. 3. Amend the required fields and click SAVE. Changing a member s relationship with a group When a member changes the group they re volunteering with, it s possible for you to show this change on their personal record. To change a member s relationship: 1. Search for the member in the search bar in the top left hand corner of the screen and go to their record summary page. 2. Click the relationships tab. 3. Above the list of their current relationships, click add relationship. 4. Choose the appropriate role from the dropdown of relationships usually Group Member of 5. In the Select Contact box start typing the name of the group you want to link the member to. The database will suggest which group it thinks you mean. 6. Once you ve selected the group you want, click the Quick Save button.
4 To remove a relationship: 1. Follow steps 1-2 above. 2. Find the relationship you want to change and click Edit. Please do not delete a relationship. 3. You ll be taken to the Edit Relationship page. 4. Enter the end date (the date the member left the group / changed their role in it) and click Quick save. 5. The member s relationship will appear on their Relationship page as an inactive relationship. Viewing an individual s Membership & DBS information Each individuals record will have the details of their membership and DBS. To access this information go to the individuals record and click the blue memberships tab that runs under their name. Y o u l l c o m e t o t h e i r membership summary page which will display the status and both the start and end date of their membership and DBS. If there is no DBS information listed the individual has not yet applied for one. To view the details of their membership or DBS click the view button that appears to the right of the membership type you need. Dealing with a DBS or Membership Query When it s flagged up on a report or on your dashboard that there is a query with an individuals membership or DBS application form, you can view the detail of the query. 1. Search the member s name in the white box to the top left hand corner of the screen and go to their summary page. 2. Click the membership tab which runs underneath the name. 3. Depending on whether it s a DBS or membership query, click the view button that appears to the right of the membership type you need.
5 Updating Disclosure & Barring Service (DBS) information There are still members who applied for a DBS using the old purple form that have not yet shown us their certificate. To ensure these members do not have convictions that would prevent them working with children we still need Membership Secretaries to continue to chase up the last few outstanding in their District. Use the Awaiting DBS returns form report to identify these members in your District. The report is an up-to-date list of all the DBS applications that have been sent off for processing and require you to witness them. Please continue to use the DBS returns form to notify Folk Office when you ve seen a member s certificate. Forms and further information on the changes to the Disclosure & Barring Service can be found here on the website: updates-to-the-disclosure-barring-service Since 2016, Woodcraft has been using an online DBS system called GBG to process applications. This is a third party company who we ve hired to simplify our DBS process. The great thing about using GBG is that we no longer rely on Membership Secretaries to witness DBS certificates (as described above). Instead GBG send us a weekly report which we use to update the database. If you need instant updates on a certificates progress log on directly to the GBG website for a report. For more detail and guidance on how DBS online works go to How to identify new members who have applied online and report to Folk Office that you ve received satisfactory references All District members signed up in the last month will appear in the New Members Monthly Alert report. Members who ve signed up online will have online contribution membership beside their name. As Membership secretary you will need to contact each of these new members for their referee details so you can request references on behalf of Woodcraft Folk. Once you ve received a reference you can log this directly on to the database. See instructions below. 1. Search the Individual member s name and go to their record summary page. Click Edit underneath the member s name. 2. You ll be taken to their Edit Contact page. Scroll down to the individual details section 3. Go to Membership Secretary reference received field an enter the date you received the reference 4. Click SAVE.
6 7. Membership Database FAQs What about under 16s & under 18s? Membership of national Woodcraft Folk is free for under 16s, and they don t need a DBS. To become members, they just need to send the under-16 membership form to Folk Office. There is a group form as well, so a group of Pioneers or Venturers could join together, for example. 17 and 18 year olds should become members of Woodcraft Folk just like over 18s, and should get DBS certificates if they re involved in activities with younger groups. How long do records go back for lapsed members? Handing over the role to someone else You should be able to find a record of anyone who has been a member of your District since the start of If they aren t there, it s possible they were a member of a different District, which won t show in your records. Please let Folk Office know if you re planning to hand the role of Membership Secretary over to someone else. We will update the database so they have access to the District s online membership records. They will need to have up to date membership and DBS themselves. What to do if someone moves District If your website access lapses due to expired DBS / Woodcraft Folk membership You can edit someone s relationship with your District, but you can t create a relationship for them with another District. They should contact the Membership Secretary of their new District, who can create that relationship. You ll have 3 months warning before your membership expires, when it s listed as expiring, while you have time to renew. After this period, your access to the membership database will stop (although you can still login to renew), so it s important to keep your membership up to date. The same is true for your DBS certificate, which lasts 3 years. Tabs to ignore Please ignore the following tabs: TAG, GROUPS, NOTES Any other questions, suggestion or concerns? Contact the Membership & Groups Officer at info@woodcraft.org.uk / Useful Links for Membership Secretaries:
DBS Online Disclosure Guide (e-bulk) Primary Applicant Manager Guidance Notes
DBS Online Disclosure Guide (e-bulk) Primary Applicant Manager Guidance Notes Section A PRIMARY APPLICANT MANAGER GUIDANCE NOTES E-Bulk online Disclosure and Barring Service (DBS) checks can be completed
More informationDBS Online Disclosure Guide (e-bulk) Applicant Manager Guidance Notes
DBS Online Disclosure Guide (e-bulk) Applicant Manager Guidance Notes Section A APPLICANT MANAGER GUIDANCE NOTES E-Bulk online DBS checks can be completed by accessing the internet from any PC/Laptop that
More informationOnline Membership System Renewals Summary Guide
Online Membership System Renewals Summary Guide OMS Renewals Summary Guide Welcome This summary has been created in order to guide you around the system, describing how to complete most of the tasks required
More informationParent. Portal. User. Manual
EDUCATIONAL SERVICES Parent Portal User Manual Version 3.0 GENESIS STUDENT INFORMATION SYSTEM PARENT PORTAL Introduction 3 Logging In & Logging Out 4 Student Summary Dashboard The Dashboard Selecting a
More information331 Monmouth Road Wrightstown, NJ (609)
331 Monmouth Road Wrightstown, NJ 08562 (609) 738 2600 Parent Portal User Manual www.nhanover.com GENESIS STUDENT INFORMATION SYSTEM Parent Portal Introduction p. 3 Logging In & Logging Out p. 3 Student
More information1 SEARCHING FOR A MEMBER SEARCHING FOR A WI ADDING A NEW MEMBER HOW TO ADD A DUAL MEMBER... 9
Contents 1 SEARCHING FOR A MEMBER... 2 2 SEARCHING FOR A WI... 4 3 ADDING A NEW MEMBER... 6 4 HOW TO ADD A DUAL MEMBER... 9 6 HOW TO CHANGE A MEMBER S WI... 19 7 HOW TO UPLOAD A DOCUMENT OR WEB LINK...
More informationDisclosure Online Scotland Guide Applicant Manager Guidance Notes
Disclosure Online Scotland Guide Applicant Manager Guidance Notes Applicant Manager Guidance Notes Section A Applicant Manager guidance notes Online Disclosure Scotland checks can be completed by accessing
More informationSo first, to find what you need, you need to access to the site.
FMYI is your intranet, to help your team keep everything organized, reduce stress and track what s important. A brilliant person on your team has created this site to empower you with what you need to
More informationUser Manual. Declaration Creation, Submission and Approvals for ERDF For Beneficiary, Approver Beneficiary and Intermediary Body users. Version 0.
User Manual Declaration Creation, Submission and Approvals for ERDF For Beneficiary, Approver Beneficiary and Intermediary Body users. Version 0.3 Document Version Control Version Amendment Author Date
More informationlearnpro Community User Manual
learnpro Community User Manual Last Updated: December 2011 learnpro User Manual Page 1 Contents Contents... 2 1. Introduction... 3 1.1 Introduction to the system... 3 1.2 Help Icons... 3 1.3 Accessing
More informationParent/Student. Web Access. User. Manual
EDUCATIONAL SERVICES Parent/Student Web Access User Manual GENESIS STUDENT INFORMATION SYSTEM WEB ACCESS I Introduction p. 3 II Logging In & Logging Out p. 4 III Student Summary Dashboard (Summary) Screen
More informationCresskill Public Schools Genesis Parent Portal User Guide
Cresskill Public Schools Genesis Parent Portal User Guide Introduction The Genesis Parent/Student Portal tool is a safe, secure way to view your child s school record for the current school year. If your
More informationPeach Pass GO! Mobile App User Guide
Peach Pass GO! Mobile App User Guide Welcome to the Peach Pass GO! Mobile App User Guide! New Look, New Functionality Improved Usability and More Features! The newly designed Peach Pass GO! Mobile App
More informationedofe Management Toolkit
edofe Management Toolkit A guide to effective edofe management for Directly Licensed Centres 1 2 Contents Section one: Setting up the correct infrastructure on edofe... 4 Creating a group... 4 Editing
More informationLogging In & Logging Out
Logging In & Logging Out Logging In Logging into Genesis is very simple: 1. Go to the Web Access URL supplied with your district welcome packet. 2. Enter your Email Address in the Username field 3. Enter
More informationHow to Use My NetTeller
How to Use My NetTeller Whether you re someone who prefers taking advantage of the latest technology or you re committed to traditional, face-to-face banking, First National Bank of Michigan is here to
More informationMoney Management Account
Money Management Account Overview Red represents debt accounts. Add An Account lets you add any account you want including loans, property, credit cards and investments. Click an account to edit it. Note:
More informationApplicant Manager Guidance Notes
Applicant Manager Guidance Notes DBS Online Disclosure Guide (ebulkplus) Page 1 Contents Applicant Manager Guidance Notes... 1 Logging onto the System... 2-5 How to complete ID & Section Y... 6-10 Tracking
More informationWelcome to The Wise Woman University
Welcome to The Wise Woman University Starting a Course The Wise Woman University consists of two websites: www.wisewomanuniversity.org and www.wisewomanuniversity.ning.com. These two websites serve different
More informationGuide for Researchers: Online Human Ethics Application Form
Guide for Researchers: Online Human Ethics Application Form What is Quest Quest is our comprehensive research management system used to administer and support research activity at Victoria University.
More informationGuide for Researchers: Online Human Ethics Application Form
Ethics & Integrity Research Office HUMAN RESEARCH ETHICS ONLINE APPLICATION October 2016/V1.03 Guide for Researchers: Online Human Ethics Application Form ENQUIRIES Senior Human Ethics Officer University
More informationPalisades School District PowerSchool Parent Portal Guide
Palisades School District PowerSchool Parent Portal Guide Get Started To get started, you must create a parent account in the PowerSchool Parent Portal. Create a Parent Account Use this procedure to create
More informationStudentpad. Landlord User Guide. A guide to using the Studentpad software for Landlords.
Studentpad Landlord User Guide A guide to using the Studentpad software for Landlords. Studentpad Landlord User Guide Table of Contents Introduction... 3 Logging In... 3 Home... 4 The Layout... 4 Alerts,
More informationEdmodo for Teachers Guide (Taken directly from Edmodo s site.)
Edmodo for Teachers Guide (Taken directly from Edmodo s site.) Table of Contents: 1. Teacher Sign Up 2. Create a Group 3. Manage Your Groups 4. Small Group 5. Co-Teaching 6. Student Sign up 7. Post a Message
More informationI don t yet have an account - how do I get one?
GUIDE: St Neots Hockey Club now has a new smart membership system behind its public website. In summary: St Neots Hockey Club is introducing the ClubBuzz Financial Accounting system to collect Match Fees
More informationedofe Management Toolkit
edofe Management Toolkit A guide to effective edofe management for Directly Licensed Centres 1 2 Contents Section one: Setting up the correct infrastructure on edofe... 4 Creating a group... 4 Editing
More informationTraining Tracker 6. PC Edition. Copyright Computer Directions, LLC
Training Tracker 6 PC Edition Copyright 2014-2016 Computer Directions, LLC Contents What is Training Tracker?... 3 Getting Started... 4 The People Tab... 4 Overview... 4 Adding People... 5 Editing People...
More informationGenesis Parent Portal User Guide
PARENT PORTAL Introduction 3 Logging In & Logging Out 4 Select Language 6 Top Tabs 7 Student Summary - The Dashboard Selecting a Student Assessments Standardized Test Scores 13 Attendance Daily Attendance
More informationLearning Zone. User Guide
Learning Zone User Guide Once you have purchased your licences you will receive an email like the one below. Dear xxx Your account has been updated with [x] licenses for you to use on the [course name]
More informationHOW TO Google Online Fillable Forms for Kiwanis Club Websites
KIWANIS INTERNATIONAL HOW TO Google Online Fillable Forms for Kiwanis Club Websites Publish via email, website or blog Mandy Grover User instructions for creating free online fillable forms with Google
More informationSTAGE 1: SETTING UP YOUR HOSTING AND INSTALLING WORDPRESS
ONLINE STUDIO LAUNCHPAD 2 STAGE 1: SETTING UP YOUR HOSTING AND INSTALLING WORDPRESS 1. Purchase a hosting plan from Site Ground. If you just want to set up one studio website, the Startup plan is sufficient.
More informationAGENT123. Full Q&A and Tutorials Table of Contents. Website IDX Agent Gallery Step-by-Step Tutorials
AGENT123 Full Q&A and Tutorials Table of Contents Website IDX Agent Gallery Step-by-Step Tutorials WEBSITE General 1. How do I log into my website? 2. How do I change the Meta Tags on my website? 3. How
More informationEnd User Guide - Commportal
End User Guide - Commportal Table of contents Table of contents 3 1 Introducing CommPortal 6 1.1 Accessing 6 1.2 Logging In 6 1.3 Using CommPortal 7 1.4 Getting Help 9 1.5 Refreshing a Page 9 1.6 Logging
More informationThis userguide also starts by explaining what to do when using Atlantic Data for the first time.
Section Leaders, Assistant Section leaders, Group Scout Leaders, Commissioners, Assistant and Deputy Commissioners, Administrators, Secretaries, Appointment Secretaries, Appointment Advisory Committee
More informationParent Portal. User Manual
Parent Portal User Manual GENESIS STUDENT INFORMATION SYSTEM PARENT PORTAL Introduction 3 Logging In & Logging Out 4 Student Summary Dashboard The Dashboard Selecting a Student Attendance Daily Attendance
More informationCentral Skills Log For Learners
Central Skills Log For Learners To access the Central Skills Log open a Web Browser, go to http://www.cqual.org and click on the Central Skills Log link in the top menu. Then click the CSL Login button.
More informationQuick Guide to Talking Point
This guide will help explain how to use Talking Point an online support community for anyone affected by dementia. If you have any questions or problems when using Talking Point, please contact us by emailing
More informationNZ Online Forms for Research Software Manual
NZ Online Forms for Research Software Manual Version 1.5 Released May 2016 2 P a g e N Z O n l i n e F o r m s f o r R e s e a r c h 1 INTRODUCTION... 6 2 GETTING STARTED... 6 2.1 Creating an Account...
More informationAnimal Protocol Development Instructions for Researchers
Animal Protocol Development Instructions for Researchers OFFICE OF THE VICE PRESIDENT FOR RESEARCH TOPAZ Elements - Protocol Development Instructions for Researchers Page 1 Topaz Elements Animal Protocol
More informationMaking online easy. Cube Reviews User Guide
Making online easy Cube Reviews User Guide Introduction page Funnel How to Link Your Review Sites page How to Customise Funnel Content page How to Customise Funnel Set-Up page 7 Widgets page 8 Invites
More informationICON Laboratory Services, Inc. isite User Guide
ICON Laboratory Services, Inc. isite User Guide TABLE OF CONTENTS Section 1 Introduction and Creating an Account in isite... 2 Section 2 Log In... 3 2.1 Selecting a Study... 3 Section 3 Viewing Lab Reports...
More informationNFI Online Quick Start Guide
FOR INTERMEDIARY USE ONLY NFI Online Quick Start Guide What you ll find in this guide F371(April 2018) Registration is split into two easy steps: Step 1 - Obtain User ID from MTE and register with MTE
More informationWeb. Access. User. Manual
EDUCATIONAL SERVICES Web Access User Manual GENESIS STUDENT INFORMATION SYSTEM WEB ACCESS I Introduction p. 3 II Logging In & Logging Out p. 4 III Student Summary Dashboard (Home) Screen A. Viewing the
More informationPortal User Guide. Guidance on how to access and edit information in the Portal
Portal User Guide Guidance on how to access and edit information in the Portal 21 May 2018 Contents Introduction and Overview 4 The Portal and this guide 4 Getting access to the Portal 4 Logging on and
More informationNew user introduction to Attend
1 New user introduction to Attend 1. Sign up to Attend... 2 2. First Steps Create a Course... 2 3. Sharing your course... 4 4. Viewing the course participants... 5 5. Create a new member of Staff... 6
More informationUser Manual. For JH CONNECT. Jesus House Intranet Application. Version
User Manual For JH CONNECT Jesus House Intranet Application Version 1.1 24-05-2010 Table of Contents 1 Overview... 5 1.1 What Is JH Connect... 5 2 Starting Up... 6 2.1 Editing your existing Jesus House
More informationFirst time Log In for OHC members
1) Go to the OHC website: www.ohconline.com on your internet browser a) Click on Membership tab, then b) Click on Online Membership - New or Renewal c) Click on red Click Here to Join Now or Renew Your
More informationLogin Process and Password Reset
Login Process and Password Reset 1 The first step is to visit www.whostheumpire.com either by searching for this in your standard search engine or by typing the website in to the address bar that will
More informationParent. Access. Manual
EDUCATIONAL SERVICES Parent Access Manual GENESIS STUDENT INFORMATION SYSTEM PARENT ACCESS I. Introduction II. Logging In III. Student Summary Dashboard Screen A. Viewing the Dashboard B. Choosing a Student
More informationVERSION 7 JUNE Union Benefits. Employer User Guide Data Collection Tool
VERSION 7 JUNE 2018 Union Benefits Employer User Guide Data Collection Tool About this guide This document is intended to provide an overview of the main sections of the Data Collection Tool ( DCT ) for
More informationLEGAL METROLOGY ORGANISATION
GOVERNMENT OF MAHARASTHRA LEGAL METROLOGY ORGANISATION USER MANUAL - LICENSE RENEWAL The On-line module of Vaidhmapan Application will help the user 1. To obtain his/her New Manufacturer / Dealer / Repairer
More informationParent. Portal. User. Manual
EDUCATIONAL SERVICES Parent Portal User Manual Version 4.0 Genesis Student Information System Parent Portal Manual 2 GENESIS STUDENT INFORMATION SYSTEM PARENT PORTAL Introduction 3 Logging In & Logging
More informationMembership Portal Manual
Membership Portal Manual Table of Contents Login... 4 Contact Tab... 6 Contact Information Dropdown...6 Features on the Contact Information Dropdown... 6 Account Information Dropdown...6 Features on the
More informationSee page 7 for step-by-step instructions with graphic illustrations
Welcome to our new Chat! For those of you who have been with us a while, you ll see a lot of new and different features in this Chat. As we had to transition to this new chat on short notice due to our
More informationDiscount Management System (DMS) Guidance Notes
Discount Management System (DMS) Guidance Notes Version 1.2 May 2015 Contents General Information...3 System messages...3 Document conventions...3 Glossary of terms and abbreviations...3 Icons used within
More informationGuidance on eforms system update 2018 provider/corporate accounts
Guidance on eforms system update Provider/corporate accounts Publication date: January 2018 Publication code ICT-0118-013 Page 1 of 17 About this guidance This guidance shows you what has changed on the
More informationOpenClinica 3.4.x for Investigators
OpenClinica 3.4.x for Investigators http://www.trialdatasolutions.com 2015 TrialDataSolutions 2015 OpenClinica 3.4.x for Investigators Page 1 of 20 Preface This manual describes the main activities of
More informationVolunteer Portal User Guide
Volunteer Portal User Guide Purpose This document serves a guidebook for volunteers to navigate the Volunteer Portal. The Volunteer Portal was established to allow volunteers to access an online account
More informationReadySub for Substitutes. Substitute User Guide. ReadySub
ReadySub for Substitutes Substitute User Guide ReadySub What is ReadySub? ReadySub is a state of the art employee absence management and substitute placement system. As a substitute, you can review jobs,
More informationIntroduction to Cascade Server (web content management system) Logging in to Cascade Server Remember me Messages Dashboard Home
Introduction to Cascade Server (web content management system) Last Updated on Jul 14th, 2010 The College of Charleston's web site is being produced using a Content Management System (CMS) called Cascade
More informationWelcome to XThePORTALX!
Welcome to XThePORTALX! XThePORTALX offers a new way to access WVEIS applications on the Web. It offers several advantages over WOW: An improved User Interface Customizable menu experience Improved performance
More informationSCOUT SUSPENSE TRACKER Version 10.0
SCOUT SUSPENSE TRACKER Version 10.0 USER S MANUAL For Civilian Personnel Management Service (CPMS) HPC-COM LLC Help Desk 800-795-1902 Updated: February 2011 Table of Contents SCOUT Suspense Tracker V10.0
More informationInstructions: DRDP Online Child Upload
Instructions: DRDP Online Child Upload Version 1.00 10/29/2018 Table of Contents Introduction... 2 Upload Roles... 2 Upload Template... 2 Entering Data into the Template... 3 Uploading to DRDP Online...
More informationCreating Event Categories & Events
Overview Create event categories and an event in Yourmembership.com. Note: You ll be asked to choose registration forms and tickets if applicable when creating an event. I like to set up the event, then
More informationEQUELLA Workflow Moderation Guide
Helping put innovation into education EQUELLA Workflow Moderation Guide Version 6.5 MELBOURNE - CANBERRA - HOBART 1800 EDALEX - www. edalexsolutions.com ABN 56 611 448 394 Document History Date Change
More information1 Virtual Terminal Quick Reference Guide. Virtual Terminal Quick Reference Guide. Getting Started
1 Virtual Terminal Quick Reference Guide Virtual Terminal Quick Reference Guide Getting Started 2 Virtual Terminal Quick Reference Guide What you need Internet enabled laptop or computer Virtual Terminal
More informationedofe Management Toolkit
edofe Management Toolkit A guide to effective edofe management for Operating Authorities 1 2 Contents Introduction... 5 Section one: Managing your infrastructure on edofe... 5 Useful tips... 5 Creating
More informationOC RDC HTML User Guide
CRA - Monitor OC RDC 4.5.3 HTML User Guide Page 1 of 46 TABLE OF CONTENTS Accessing OC RDC Steps for Access Logging On Change Password Computer and System Security Study and Site 3 4 5 5 6 Navigating OC
More informationHOW TO SIGN IN... 3 TRAINING FOR GOOGLE APPS... 4 HOW TO USE GOOGLE DRIVE... 5 HOW TO CREATE A DOCUMENT IN DRIVE... 6
HOW TO SIGN IN... 3 TRAINING FOR GOOGLE APPS... 4 HOW TO USE GOOGLE DRIVE... 5 HOW TO CREATE A DOCUMENT IN DRIVE... 6 HOW TO SHARE A DOCUMENT (REAL TIME COLLABORATION)... 7 HOW TO SHARE A FOLDER... 8 HOW
More informationAustralia Online Forms for Research Software User Manual
Australia Online Forms for Research Software User Manual Version 1.3 Released 21 August 2010 2 P a g e A u s t r a l i a O n l i n e F o r m s f o r R e s e a r c h Contents 1. Introduction 5 2. Getting
More informationSharePoint General Instructions
SharePoint General Instructions Table of Content What is GC Drive?... 2 Access GC Drive... 2 Navigate GC Drive... 2 View and Edit My Profile... 3 OneDrive for Business... 3 What is OneDrive for Business...
More informationTraining Manual and Help File
Training Manual and Help File 30.06.2011 Update Manage Grow Welcome to your new Juniper Website Management System with CMS Introduction The Juniper Website Management System with CMS (Website Content Management
More informationPowerSchool 7.x Student Information System
PowerSchool 7.x Student Information System Released May 2012 Document Owner: Documentation Services This edition applies to Release 7.2 of the PowerSchool software and to all subsequent releases and modifications
More informationMontgomery Township School District
1 Montgomery Township School District 2016-17 Genesis Parent Access User Guide 2 Introduction The Genesis Parent Access portal is a safe, secure way to view your child s school record for the current school
More informationPaperless Pipeline Agent Manual
Paperless Pipeline Agent Manual 1 of 13 The Basics Logging In A welcome email with your username and password has been sent to you. Log in at app.paperlesspipeline.com and enter your email and password
More informationPO Box Lehigh Valley, PA Fax: apcifcu.org APCIRCUIT PC Home Banking Service HOW TO Guide
APCIRCUIT PC Home Banking Service HOW TO Guide Page 1 HOW TO Guide Online Banking: APCIRCUIT PC Home Banking Service 01-19 Table of Contents APCIRCUIT Overview 3 APCIRCUIT Access 3 HOW TO - Change the
More informationGateway. User instructions for Co-ordinators September 2017 V3.0
Gateway User instructions for Co-ordinators September 2017 V3.0 Contents Contents 2 Introduction 3 Logging on 4 Switching centres 5 Forgotten password 6 Changing your password 6 Uploading a Claim Form
More informationParent. Portal. User. Manual
EDUCATIONAL SERVICES Parent Portal User Manual Version 3.0 GENESIS STUDENT INFORMATION SYSTEM PARENT PORTAL Introduction 3 Logging In & Logging Out 4 Student Summary Dashboard The Dashboard Selecting a
More informationTraining Booking System User Guide Contents:
Training Booking System User Guide Contents: Register to Use the System... 2 Password Reminder... 4 Log In and Page Overview... 6 Book a Course for Yourself... 7 Book Yourself and Another Staff Member
More informationStep-by-Step Guide to Set Up Your Challenge Opt-In Page with MailChimp and LeadPages (last updated August 6, 2017)
Step-by-Step Guide to Set Up Your Challenge Opt-In Page with MailChimp and LeadPages (last updated August 6, 2017) MailChimp is a beginner-level marketing automation platform and an email marketing service.
More informationInternational Matching Website for Blessed Children
International Matching Website for Blessed Children http://www.bcmatching.org/ June, 2008 < International Matching Website for Blessed Children > was established from October 2007, by a combination of
More informationHealth Messenger User Guide
Health Messenger User Guide V 2.6 3/09/2018 USER GUIDE TABLE OF CONTENTS 1.0 GENERAL INFORMATION 1.1 System Overview 1.2 Support 1.3 Uploading Export Files 1.4 Minimum System Requirements 2.0 GETTING STARTED
More informationStep 1: Run an Enrolment Report for the user account you want to archive
Overview Occasionally, there are times where you must merge two user accounts. This is usually when someone has created two accounts due to a name change, or an alternative email address. This guide will
More informationUSER GUIDE for Salesforce
for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact
More informationUser Guide. Contents. NAFSA Adviser s Manual 360 User Guide Page 1
User Guide Contents Getting Started... 2 The Adviser s Manual Launch Page on the NAFSA Website... 4 Opening the Manual... 5 Open the Manual from the Adviser s Manual home page on the NAFSA website... 5
More informationProduct Backlog Document Template and Example
Product Backlog Document Template and Example Introduction 1. Client Information (Name(s), Business, Location, contact information) 2. Team Information Team Member Names (contact information) 3. Project
More informationLet us know what you d like to do:
Thank you for registering your new Co-operative Energy online account. Your new online account has a fresh new look and brings home energy management right to your fingertips. Below you will find a guide
More informationPower School Parent Portal User Guide
Power School Parent Portal User Guide Preface Use this guide to assist you while navigating the PowerSchool Parent Portal. This guide is based on the PowerSchool Parent Portal online help, which you can
More informationTour de PIF Registration Guide
Tour de PIF Registration Guide Tour de PIF Registration Guide 1/19 Thank you for choosing to participate in the Tour de PIF 2018 and help the Property Industry Foundation raise funds to help the homeless
More informationAPPLICATION REVIEW MODULE: REVIEWER USER MANUAL
APPLICATION REVIEW MODULE: REVIEWER USER MANUAL TABLE OF CONTENTS Introduction... 3 Role Definitions... 3 ARM Process Model 5 Overview... 4 Panel Structure... 4 Comments... 4 Role Responsibilities... 4
More informationHow to Sign Up for a Volunteer Activity
How to Sign Up for a Volunteer Activity Visit www.catholiccharitiesdc.org/volunteer Click the One-Time volunteer button to see the upcoming volunteer activities On the Calendar, click the activity where
More informationTriO. Out of Office System User Guide
TriO Out of Office System User Guide About TriO Out of Office Tracking System Reports that can be run by date, person, hierarchy, home locations, and destination locations Email notification of requests/approvals
More informationOC RDC 4.6. User Guide
OC RDC 4.6 Read-Only User Guide Version 1.0 Page 1 of 25 TABLE OF CONTENTS ACCESSING OC RDC...3 Steps for Obtaining Access...3 Logging On...4 Password Changes...5 Computer System and Security...5 VIEWING
More informationHosted Voice End User Guide Version 1.0 April End User Guide
Hosted Voice End User Guide Version 1.0 April 2013 End User Guide Contents 1 Introduction... 1 2 Introducing CommPortal... 2 2.1 Accessing and Logging In... 2 2.2 Using CommPortal... 2 2.3 Getting help...
More information1 SEARCHING FOR A MEMBER SEARCHING FOR A WI ADDING A NEW MEMBER HOW TO ADD A DUAL MEMBER... 9
Contents 1 SEARCHING FOR A MEMBER... 2 2 SEARCHING FOR A WI... 4 3 ADDING A NEW MEMBER... 6 4 HOW TO ADD A DUAL MEMBER... 9 5 ADDING AND REMOVING A MEMBER S POSITION... 12 6 HOW TO CHANGE A MEMBER S WI...
More informationIntroduction to Qualtrics ITSC
Introduction to Qualtrics ITSC August 2015 Contents A. General Information... 4 B. Login... 5 New Qualtrics User... 5 Existing Qualtrics User... 7 C. Navigating Qualtrics... 9 D. Create Survey... 10 Quick
More informationLOGON. Citizens Bank CentreSuite Website for Single Cardholders. Navigate to Citizens Bank s CentreSuite website at
Navigate to Citizens Bank s CentreSuite website at http://www.centresuite.com. LOGON Enter your User ID and Password as provided to you by the Purchasing Department and click on Log On to proceed. Please
More informationGradeConnect.com. User Manual
GradeConnect.com User Manual Version 2.0 2003-2006, GradeConnect, Inc. Written by Bernie Salvaggio Edited by Charles Gallagher & Beth Giuliano Contents Teachers...5 Account Basics... 5 Register Your School
More informationOklahoma Conference Brick River Church Dashboard
Oklahoma Conference Brick River Church Dashboard User Guide Updated: 19 November 2014 TABLE OF CONTENTS Introduction to the Brick River Church Dashboard.2 Logging into the Brick River Church Dashboard....3
More informationSamples of Features and Feature Stories CSc 190
Samples of Features and Feature Stories CSc 190 The following un-prioritized Product Backlog contains the user stories for the thirteen Features that were written to describe the initial functionality
More information