Transcript FL Planter Tutorial - Florida Baptist Convention

Welcome to the Second Tutorial
Welcome to the
second part of
this
communication
system website
tutorial!
This tutorial is for
church planters.
When you are
ready to advance
to the next slide,
just click below.
What we want to show you how to…
 Fill out a quarterly report and update
other information in the information
system.
 Fill out and upload forms to the system.
 Register for a training event.
 Enter a new resource into the resource
system.
Log In
To edit your
information in
the
communication
system, you will
need to use the
username &
password given
to you at your
assessment or
basic training.
Then click “Log
In”.
Locating your information
When you log
in, you will find
a list of options
that you as a
church planter
will most likely
need.
To return to this
page, move
your cursor
over “My
Home” and
click on “My
Home Page”.
Locating your public page
This page is
your own
“home
page”.
Now let’s
click on the
bullet in
front of
“View my
public
page”.
Viewing your public page
You probably
remember from
the General
Tutorial that there
is one page for
each church
planter that can
be accessed by
the general
public.
You should check
it regularly to
make sure all the
info is current.
Let’s click the “X”
to close this
page.
Locating how to edit your info
Now let’s click
on the bullet
in front of
“Edit my
information”.
Viewing the edit page
Here’s where all
your information
is stored. Later
you can work
down this page
updating your
information as
you go.
The more
information you
fill in on this
page, the more
information can
be transferred to
other forms you
will need to fill
out.
Let’s scroll down
to the bottom of
this page.
Submitting updated info
Each time
after you
change any
of your
information,
you will
need to click
“Submit” to
update the
information
system.
This page
contains all
your
information,
but it is much
easier to read
in this format.
Now let’s go
back to your
home page by
moving your
cursor over
“My Home”
and clicking
“My Home
Page”.
Locating the monthly report –
regular form
Now let’s
click “Start
a New
Quarterly
Report” or
the bullet in
front of
“Start a
New
Quarterly
Report” to
fill in your
quarterly
report.
Filling out your quarterly report
If you need
instructions as to
how to fill out
your report, click
Instructions.
Remember not to
use text in a
numerical field.
As you fill out
your quarterly
report, it will
update any
matching fields in
the
communication
system.
Now scroll down.
Entering email addresses
Before you submit
your report, be sure
to enter the email
addresses of
everyone (including
yourself) that should
receive an automatic
email notifying them
that you have
submitted your
quarterly report.
(FYI: If you don’t
receive an email
notification, then no
one else did either.)
Then click the
“Submit to DOM”
button.
If you get
interrupted, feel free
to Save your report
& finish it later.
Automatic emails
This is a sample of
the emails that
will be
automatically
generated when
you click the
submit button.
Each person will
receive a
hyperlink to your
report so they can
read & print your
report.
Let’s click on it.
Print your quarterly report
You can print
your report out
so you’ll have a
hard copy of it.
Viewing previous quarterly reports
If you would ever
need to review
your monthly
reports, go to My
Home and click
on
“Complete/Edit/Vi
ew my Quarterly
Reports” or click
on Reports and
select Quarterly
Reports.
This is what you’d
see.
You might need
to click View the
List to see
reports of
another year.
Viewing & editing a quarterly report
You can view
the report by
clicking on
your name or
edit the
monthly
report by
clicking on the
edit button.
Now let’s click
on the My
Home Page
button.
Accessing other documents & forms
Besides your
quarterly
report, there
are other
documents &
forms that
you may need
to fill out.
Click on
“Click to
Open” to get
access to
them.
The variety of documents & forms
Some documents
you will just fill
out online.
Others you will
download, print,
fill out, sign and
mail in.
Still others you
can fill out and
upload.
For those
documents that
you must mail in,
the address is
provided here.
Starting to fill in a form online
Let me
demonstrate how
to fill out a form
online.
We will click on
“Start a Church
Planter
Assessment
Application.”
Data from your
information page
will be imported
to this document
to save you a
little time.
Then continue
working through
the document.
Entering data
Submitting a form online
If you need some
time to find all of
the contact
information on
your references,
click Save and
come back and
finish and
Submit it later.
An email will be
sent to the
secretary of the
appropriate
Church Planting
Team notifying
them that you
have completed
your application.
Starting a download
Now let me
demonstrate how
to download, fill
out and upload a
document.
We will click on
“New Church
Budget
Worksheet for
First Year.”
Downloading a document
Click the Save
button.
Then note where
on your computer
the file is being
saved.
You might like to
add your church’s
name to the end
of it and click
Save.
After the
download is
complete, click
Open.
Filling out the form
Just fill out
the budget
worksheet
and save it.
Starting to upload a document
Now click on
the Browse
button and we
will upload the
completed
Budget
Worksheet.
Find the file on
your computer
and click on it.
Then click
Open.
Uploading a document
Now all you
have to do is
click Submit.
Finding where to register for
training events
Here’s how to
register for a
training event.
Just click on
“Training
Registration”.
Selecting a training event
Click the
button of
the event
you would
like to
register for.
Then click
the Register
button at
the bottom
of the page.
Locating where to add a new
resource
Now let me
show you how
to add a new
resource to
our resource
system.
Move your
cursor over
“Resources”
and click on
the “Add a
New
Resource”.
Selecting the correct file folder
Let’s add a
helpful website
to the Resource
List.
American
FactFinder 2
website would
best go under
the
Demographics
folder but might
go under
Language
Resources as
well. We could
also create
another folder
by adding it
here.
Entering new resource data
Type in the
resource, any
contact
information,
the title of the
hyperlink and
the hyperlink
address.
Scroll down to
the bottom of
the page.
Determining partners in ministry
This is the
tricky part!
Click the
person/organization who is
responsible for
providing a
resource/
service and
then to which
associations &
networks the
resource
applies.
Then click
“Submit”.
View new resource info
Now you can
review the
resource to
make sure all
of the
information
is correct.
Make sure
that http://
does not
appear twice
in the
hyperlink.
Scroll down
to see the
bottom of the
page.
The next tutorial…
This concludes
the second part
of the
communication
system tutorial.
If you resource
church planters,
please return to
the information
system Home
page and
continue with the
Ministry Leaders
tutorial.