1
There are two ways you can submit your questions and comments. All of you should see a control panel on your screen that looks like the picture I have on my slides. This is where you can monitor your audio settings and submit your questions and/or comments. If there is only one presenter, only offer the Raise Hand option. You will note that all of your lines are muted at this point so we ask that you use the questions box on your control panel to ask questions, provide comments, or communicate with our staff. We will address your questions at the end of each segment where we will focus on questions that pertain to the information that was presented. We will address other questions at the end of the webcast at which point we will also open up your lines as you raise your hands. Portuguese and Spanish During these webinars, only verbal questions will be answered. Written questions will be answered at a later date. 2
Explain that WMMR, our online membership and service activity reporting system, is being updated to better serve you. Earlier in the year we added the new service activity report and a new district officer home page. On the evening of May 19, 2011, three more new features are being added. Your Password Officers will be able to register for their own user name and password Your Statements - Officers will be able to view their club statements online Your Payments - Club Treasurers will be able to pay their balance online WMMR will be down on May 19, 2011 from 5:00 Pm Central Time to 12:00 Midnight while we implement these changes. 3
4
Introduction: If you re like me, you may be suffering from Password Overload. I have a password for my home computer, and for my work computer, and for my e- mail, and for my bank, and for shopping on amazon.com, and for WMMR. Wouldn t it be great if you could manage your own password so that it s easy for you to remember? Well, now you can. Summary: Current officers will be able to use the id and passwords they already have. You will be able to change your user name or password at any time. You will only have one password. 5
Summary: New officers will be required to register for their user name and password. Only one password will be required. Current officers that stay in office for the next year will be able to use their current user name and password without having to register for a new one. 6
Make sure your browser is set to the language of the presentation Find Wmmr logon page 1. Go to www.lionsclubs.org 2. Click submit reports 3. Click Lion Officers Login Here Keep your password (explain current officers will be able to log on with their current user name and password) 1. Enter user name 2. Enter password 3. Click submit (wmmr is entered the same functionality is available that they have access to now) (Logout) Change password (explain even though their current id and password will work, they can change them at any time) 1. Click Lion officers login here 2. Enter user name 3. Enter password 4. Check I want to change my password after logging on 5. Click Submit (change password screen displays) 1. Enter new user name 2. Check checkbox to confirm user name change 3. Enter new password 4. Re-Enter to confirm password 5. (optional) Enter email (explain this will update the e-mail that we have on file for them) 6. (optional) Confirm email 7. Choose security question 1 8. Answer security question 1 9. Choose security question 2 10. Answer security question 2 11. Check I agree to LCI web usage terms and conditions 12. Check I have reviewed the privacy policy 13. Click submit (wmmr is entered) (logout) Only one password (explain officers that hold multiple positions, for example club president and zone chairperson, will have only one password) 1. Enter user name 2. Enter password 3. Click submit 4. Role selection screen is displayed 5. Select Role 6. Click continue (wmmr is entered with functionality relevant to role) (explain to select another role, they will have to log out and log back in again - explain that this is due to old wmmr being used and that it will not be necessary with the new wmmr, expected to be available December 2011) New Officers - Password registration (explain new officers will be able to register for their own user name and password, they will be required to provide their member id, confirm their identity, and agree to the LCI web usage terms and conditions) 1. Click Lion officers login here 2. Click New User? Click here to register now 3. Member validation page is displayed 4. Enter member id 5. Type word verification (explain that if the letters are hard to understand, click Try new code button for new set of letters) 6. Click submit 7. Identification validation page is displayed 8. Enter home street address 9. Enter current club name 10. Enter first and last name 11. Enter spouse/adult companion s name (explain that if they don t have spouse/adult companion, they will be asked for their phone number instead) 12. Enter user name 13. Enter password 14. Re-Enter to confirm password (intentionally enter wrong) 15. Passwords do not match message is displayed 16. Re-Enter to confirm password (enter correctly this time) 17. Enter email (explain their e-mail must be unique and this will update the e-mail that we have on file for them) 18. Enter confirm email 19. Choose security question 1 (explain security questions are to help when they forget their user name or password) 20. Answer security question 1 21. Enter security question 2 (explain the question can either be selected or typed) 22. Answer security question 2 23. Click terms and conditions link to display terms and conditions (explain that t the terms include requirements like you will not share your password and that t you are not accessing the LCI web site under misrepresentation or false identification) 24. Check I agree to LCI web usage terms and conditions 25. Click privacy policy (explain privacy policy explains that we will protect their information and only use it to conduct lions clubs business) 26. Check I have reviewed the privacy policy 27. Click submit 28. Registration confirmation screen is displayed. 29. Click Ok (wmmr is entered) 7
Summary: If you forget your user name or password, all you will have to do is answer one of your security questions to log on. Once you enter a correct answer, you will be re-directed to the change password screen where you will be required to enter a new password. 8
Forgot your user name or password (explain even though their current id and password will work, they can change them at any time) 1. Click Lion officers login here 2. Click Forgot your user name or password? Click here 3. Member validation page is displayed 4. Enter member id 5. Type word verification (explain that if the letters are hard to understand, click Try new code button for new set of letters) 6. Click submit 7. Security question screen is displayed 8. Select a security question 9. Enter answer 10. Click Submit 11. Change Password Screen is displayed. 12. Enter new password 13. Re-Enter to confirm password 14. (optional) Enter email (explain this will update the e-mail that we have on file for them) 15. (optional) Re-enter to Confirm email 16. Choose security question 1 17. Answer security question 1 18. Choose security question 2 19. Answer security yquestion 2 20. Check I agree to LCI web usage terms and conditions 21. Check I have reviewed the privacy policy 22. Click submit (wmmr is entered) 9
Say It s now time to take a few questions about our new password features: 1. Ask participants to raise their hand using the hand icon if they have a question. 2. Expand the Attendees section and click the hand icon at the top to filter the participants with their hands raised. 3. Choose a participant. 4. Click the Mic icon next to their name to un-mute them. 5. Say Name, I see that you have a question, you can ask it now 6. Answer their question and any follow up question they have. 7. Click their Mic icon to mute them. 8. Repeat 3-7 for a few more participants. 9. After 5 minutes of Q & A, say We have time for one more question 10. Repeat 3-7 for one more participant. p 11. Say Thank you for your questions, it s time to move on now 10
Say I m excited to tell you that you will now be able to view your statements and make payments online 11
Summary: Club statements will be available the day it are generated. You will no longer have to wait to receive it in the mail. The statement itself has not changed so it will be familiar to you. Statements can be viewed by anyone with a wmmr password that has access to club level information. Statements and Semi-Annual Per Capita Invoices generated since December 2010 will be available online. Statements and Semi-Annual Per Capita Invoices will be available online for 3 years. 12
Introduction: Club treasurers will be able to submit payments online. Summary: Treasurers are linked to our Chase payment website to make payments. Partial payments are allowed and will be applied to your oldest balance. Payments can be made using a credit card. For clubs with a US Bank, payments can be made directly from your bank with an e-check. At this time, the Chase payment website is only available in English and Spanish. 13
View statements (explain club statements and semi-annual per capita invoices from December 2010 and later will be available online) 1. Click Lion officers login here 2. Enter user name 3. Enter password 4. Click Submit 5. Click Club 6. Click Statements 7. The top half of the page shows the current balance summary. Each statements opening balance, payments, current charges, and closing balance is displayed. The bottom half of the page lists the monthly statements as well as the per capita statement. 8. Click View/Print for the Dec 2010 statement. 9. Explain you can print your statement to mail your payment. 10. To print the statement, click the Adobe Print icon. 11. Set Page Scaling to None. (explain this is important to help ensure timely processing of their payment) 12. Click OK 13. Click browser back button to view another statement Make Payments (explain club treasurers can make payments by clicking the Pay Now link) 1. Click Payment Instructions to see details related to how to make payments for your country. 2. Click Pay Now. 3. User will be re-directed to our Chase payment website. (continued on next slide) 14
Make Payments (Chase payment website) 1. Current amount due is displayed. 2. Payment amount will default to the amount due but you can enter any amount. 3. All amounts are in US Dollars. 3. Enter amount of payment 2. Select payment method 6. Enter credit card number 7. Click Continue 8. Enter name on the card 9. Enter expiration date 10. Click yes to save this account explain you can save your card information so you don t have to enter it again the next time you pay 11. Enter Nickname 12. Enter card address if different than address displayed 13. Click continue 14. Confirmation page is displayed 15. Enter Email address for payment confirmation if different than e-mail displayed 16. Enter card security code (explain this is usually 3 digits except for american express which is 4 digits) 17. Click Confirm 18. Your payment is submitted to the bank 15
Say It s now time to take a few questions about our new online statements and payments features 1. Ask participants to raise their hand using the hand icon if they have a question. 2. Expand the Attendees section and click the hand icon at the top to filter the participants with their hands raised. 3. Choose a participant. 4. Click the Mic icon next to their name to un-mute them. 5. Say Name, I see that you have a question, you can ask it now 6. Answer their question and any follow up question they have. 7. Click their Mic icon to mute them. 8. Repeat 3-7 for a few more participants. 9. After 5 minutes of Q & A, say We have time for one more question 10. Repeat 3-7 for one more participant. p 11. Say Thank you for your questions 16
Close by thanking the audience for participating and then summarize the webinar: As you ve seen, our online membership and service activity reporting system, is being updated to better serve you. On the evening of May 19, 2011, three new features are being added. Your Password Officers will be able to register for their own password Your Statements - Officers will be able to view their club statements Your Payments - Club Treasurers will be able to pay their balance online WMMR will be down on May 19, 2011 from 5:00 Pm Central Time to 12:00 Midnight while we implement these changes. Thank you and good night 17