Presentation on theme: "Vida Nueva To logon as a Director go to: Director Training Hit enter for next slide."— Presentation transcript:
Vida Nueva To logon as a Director go to: Director Training Hit enter for next slide.
Vida Nueva You will be given an ID (your address) and password. Please do not share your password. Login Director Training Hit enter for next slide.
Vida Nueva From the control panel, you have the option to go into the people database or attendees of an upcoming weekend. Director Training Click on Attendees Hit enter for next slide.
Vida Nueva On the drop down arrow you need to click on the specific weekend you wish to view, then click GO: Director Training Hit enter for next slide.
Vida Nueva There is a lot of information you can gather from this page. Director Training Individual Name & Server = YES vs. Candidate = No TFP = $ amount Team Fees Paid Underlined Titles - You can click to sort alphabetically. Person or Server or Position VNP= $ amount Scholarship via VNTB CFP = $ Candidate Fees Paid - Will be managed completely by Pre Weekend Couple. LFP= $ amount Lunch money collected Hit enter for next slide.
Vida Nueva Forms and Background Checks Director Training FORMS RED = May need action Green = all is well Yellow = all is well Status: Hit enter for next slide. RHMA We do not have a valid Release Form in the hands of the VN Council. May need one at first team meeting the individual attends. Team action may be required. Explained on next slide. RHMA The individual is under 18 and the council has the form signed by the parent/guardian. It will automatically turn red when they turn 18 indicating we need a new RHMA form signed by the individual. No action required. RHMA The council has received the RHMA, the individuals profile is up to date. No action required. BC The whole Background Check process is managed by an administrator and not the Team. The status is just for your information. This status requires ACTION. Proceed to the next slide.
Vida Nueva Forms and Background Checks Director Training FORMS RHMA RED = May need action Green = all is well Yellow = all is well Hit enter for next slide. This status of the forms requires ACTION at a team meeting. Click Edit If the individual is 18 or older, have them sign a RHMA form. Click RHMA received box Click Save Attendee
Vida Nueva Forms and Background Checks Director Training FORMS RED = May need action Green = all is well Yellow = all is well Status: Hit enter for next slide. RHMA This tells us the TEAM has a COPY of the Form and received it at a team meeting or otherwise. The form needs to be given to the council secretary. Running a meeting, this status is a No Action Required at this point other than giving the form to council. Recd If the individual is under 18… the form needs to be turned in with a signature of a parent or guardian. Once received, repeat the above steps to Edit, Click Received and give the form to Council.
Vida Nueva Forms and Background Checks Director Training Hit enter for next slide. Looking at the FORMS on this image: There are two that need something to occur. Either: Team needs to give the form to Council or Council needs to update the individuals record. Need RHMA form signed.
Vida Nueva Money management Director Training Hit enter for next slide. Managing the money received by the core team. Click the edit button. The pop up box appears. Enter the amount in the appropriate section and click save. T HE RESULT The amount will show on the list of attendees for the weekend. From that list, you can tell who has paid and who needs to pay at a team meeting. Remember – Candidate Fee Paid will be entered by pre weekend couple. Attendance Fee = Team Fees Lunch money you want to track Any Donations Candidate Fee = entered by Pre-Weekend Couple only. VN Scholarship if granted.
Vida Nueva Assign Positions Director Training Hit enter for next slide. This is where you will assign the positions for the servers. Click on the drop down and pick the appropriate description. For Candidates, the Pre-Weekend couple will manage the status. They will also manage the status of the Forms and the Money collected. As Core team, you can work with just the servers by clicking the Servers button.
Vida Nueva Attendee List Director Training Other information is available here. Hover your mouse over the green E next to the name. A box will open showing you all of the history for the individual. If there is an * with Outside Experience, this individual has experience listed in their profile from other 4 th day communities. Thats cool Hit enter for next slide.
Vida Nueva Other information is available here Director Training Hover your mouse over the individuals name. A box will open showing you their address, phone, married, clergy, age and the expiration of their background check. Hit enter for next slide.
Vida Nueva If you Click on their name Director Training Click on their name and you will be taken to their profile so you can see the other experience or talents they have entered, change a phone number or update some information for them. This will look just like your profile page. At the bottom, you be able to see the other experience. Hit enter for next slide.
Vida Nueva Want to add someone to your team? Director Training A page will open. Start entering the individuals name. Once you see it on the list, click on the individual name to fill in the field (You need to click on the name to add it, not just type it) Click add and they are now on your team. If they are not on the list, you will need to click on People Tab and add them to the database. Example, someone from Tres Dias that has never served on a VN weekend. Hit enter for next slide. Click on Add Attendee
Vida Nueva Other things you do on the attendee list. Director Training PLEASE BE VERY CAREFUL with the data you receive when doing an export. If you want to list just servers or just candidates click here. The information should not be downloaded and sent to everyone on the team or others in the community. This export will contain all of the data for the list of servers and/or candidates you are viewing. It will be in an Excel format, please delete the columns that are not really necessary to managing the weekend. Hit enter for next slide.
Vida Nueva So… You are managing a weekend at a team meeting Director Training Logon as a Director List the SERVERS attendees for a specific weekend and Export the list and delete non-essential data and columns. Take the list to a meeting to have people verify the information. During check in… look to see the status of the Forms RHMA If individual is 18 OR OLDER, have them sign the new RHMA form, open the edit and check RHMA received and click save. RecdRHMA You must give the new signed forms to Council Secretary. RHMA If this is the status: This will be the new status: If individual is UNDER 18, have them take a RHMA form home to be signed by their parent or guardian and return it at the next meeting, do not open the edit and check received and click save. The status should remain like this until the form is received: Once received, open edit, check received and give the form to Council Secretary. If you see these, no action required. RHMA Hit enter for next slide. RecdRHMA
Vida Nueva So… If you are managing a weekend at a team meeting Managing the Money Director Training Logon as a Director List the attendees for a specific weekend and during check in… look to see the status of the Money Team Fees are $120. If you collect part or all of the team fee, click the EDIT button and enter the total paid amount and click save. Anything less than the $120 requires team action. Scholarships are entered in the edit as well. Hit enter for next slide. STATUS After Team Fees Paid TFPCFPVNPLFP $ STATUS if Team Fees are a VN Scholarship TFPCFPVNPLFP $ For these = no action required.
Vida Nueva So… you can: Log on via the director link Reset your password if you need to See everyone that has signed up Add someone to your team Check out their history and talents Contact them via phone or Assign positions Manage the forms and money Export the list for team meetings Update online and live! Thats about it. Director Training Thats cool