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District / Club Online Membership Database Extension (MDE) & Directory Martin Brocklebank.

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Presentation on theme: "District / Club Online Membership Database Extension (MDE) & Directory Martin Brocklebank."— Presentation transcript:

1 District / Club Online Membership Database Extension (MDE) & Directory Martin Brocklebank

2 District 1080 has its own searchable membership database It is NOT linked to the RIGD and therefore Club Secretaries continue to update it as normal NOT RI Global Database

3  Can edit own data  Clubs can add / edit officers  Data is always up to date (as long as your details are correct)  No need to notify District  Responsible for your own and club data  Can produce printed information in many formats  Generic addresses for club officers  Benefit to Clubs, Members & Officers

4 So how do you do it …. Only a summary!

5 IMPORTANT If you have your own Club website you still need to maintain this database ~~~~~~~~~~~~~~~~~  You do not have to use the Website RIBItemplate  The data is provided for the benefit of ALL members and officers  It enables visitors to the District Website to find your Club

6 CLUB ADMIN ACCESS This is NOT an Officer Role but a level of access given to the member(s) who will maintain the system ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A club can have as many designated with this access level as they wish However it is recommended:  A minimum of two and max of four (depending upon whether using the RIBIt)  These members are responsible for maintaining the system  One of these should be the Secretary

7 There are only a few things to maintain  The Meeting Details  The Officer Details  The Member Details  A link to your own website if you have one this diverts any visitors to your website from District  add committees and past presidents

8  login in to rotary1080.org and the members page is accessed (Green)  click the “Search & Directories" link  search for something  look at the results  choose a report you want (next to "go") and see what you can get Simple “how to” Summary

9 Log on to your “club members login” at

10 Find username and password

11 Club Members Area

12 Search Input Screen

13 Search Input Results

14 Report / Directory Option

15 Print directory

16

17

18

19  It is only as good as the data you put in  All Members can use it - if they wish  Log in difficulty may initially occur   please help by keeping your club up to date Caveat

20  Easy access for club members  Search for any combination of criteria  Refine results  Create reports for directories, name badges, lists, event listings, s etc  Send to results search  Create file for local or external printer 1080 online membership database

21 Thank you for listening ~ Please help to keep your data up to date Martin Brocklebank

22  Designated Club Admin Access  NOT part of RI Global Database  Have a greater level of access – Club Admin Page  Can Add | Amend | Remove records  Basis for ALL Directories and Reports  Only as good as the information entered ~~ KEEP IT UP TO DATE ~~ Club Admin Process

23  Members individual records  Meeting venue. Time and location  Officer Records  Committee Records MDE Simple Steps Guide Available to download at Click on Marketing menu and choose “membership database” Up to Date …

24 Live Demonstration

25  We have a poor Wi-Fi in this Hotel so I will have to go through this manually ~~~~~~~~~~~~~~~~~~~~~~~~~ Here goes ………………………login in  Click “club admin” on the top menu  Red Page Failed to connect

26 Club Admin Home Page - RED

27 Update Meeting Details

28 Club Feedback & Information

29 1 - Edit - Club Officers (choose year)

30 2 - Available Officer Posts & “New” Office

31 3 - Add Officers for 2013_14

32 Setting up - Club Committees

33 Add Committee Members (select year)

34 1 – edit existing Club Members

35 Edit and update – including leavers and deceased

36 Update – leavers

37 Add Photo

38 Members Officers History

39 Add - New Member

40 Club Presidents List – edit The list is automatically created from the individuals record

41 This is what it is all for ….

42  Members individual records  Meeting venue. Time and location  Officer Records  Committee Records MDE Simple Steps Guide Available to download at Click on Marketing menu and choose “membership database” Keep it up to Date …

43 Contact Martin Brocklebank – Chairman Jacqueline Whipp - Webmaster You can find our details in the database / directory …


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