WMMR Membership and Activity Reporting on the Web for District Officers July 5, 2011 Joe Schrepfer Manager, Membership & Web Applications Lions Clubs International

General Overview of Existing Features Agenda New Features General Overview of Existing Features What’s Next Questions

Your Statements - You can view your clubs statements NEW FEATURES Your Password - You can create and maintain your own user id and password Your Home Page - A quick summary of membership, club statuses and activities is displayed Your Statements - You can view your clubs statements Your Service Activities - You can search for activities, set service activity goals and objectives, and create signature activities

If you’re like me, you may be suffering from Password Overload 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. Your Password

YOUR PASSWORD - 2011-2012 Lion Officers New Officers - Incoming 2011-2012 officers will be able to create their own user name and password to WMMR. On the log on page, click “New User? Click here to Register Now” and follow the onscreen prompts to select a user name and password. You will be asked questions to confirm your identity. You will also be required to provide a unique e-mail address. You will only have one password - If you hold more than one office (e.g. club president and district governor), you will only register for one password. After you log on with your new password, you will be prompted to select the role you will use for your computer session. Continuing Officers - 2010-2011 officers that become officers for 2011-2012 will keep their password and will not have to register again. You can change your password - While logging on, check the checkbox for “I want to change my password after logging on”, then follow the onscreen prompts to change your user name and password.

YOUR PASSWORD – Login/Registration Demonstration 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) 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) 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 the terms include requirements like you will not share your password and that 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 YOUR PASSWORD – Login/Registration Demonstration

YOUR PASSWORD - Forgotten Passwords 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. YOUR PASSWORD - Forgotten Passwords If you forgot your password, click “Forgot your User Name or Password? Click here.” on the log on page and answer one of your security questions. If you have not registered yet, you will be required to do so at this time.

YOUR PASSWORD – Forgot Password Demonstration 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 question 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) YOUR PASSWORD – Forgot Password Demonstration

Password Questions

Your Home Page

Membership - Real-time membership counts are displayed Summary: Current membership counts are displayed Membership reporting history is displayed to highlight clubs that have not reported their membership Status quo, new, and cancelled clubs are displayed Summary of clubs with activities is displayed YOUR HOME PAGE Membership - Real-time membership counts are displayed MMR Reporting History - Clubs with the oldest MMR reporting dates are displayed. Click link to display all clubs. Clubs - Newly chartered clubs (this year), status quo clubs (all), and cancelled clubs (this year) are displayed Activities - A summary of clubs reporting activities is displayed. Click link to go to the activity search page.

YOUR HOME PAGE – Demonstration

Home Page Questions

Your Statements

YOUR STATEMENTS Your clubs statements will be accessible via WMMR. 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. YOUR STATEMENTS Your clubs statements will be accessible via WMMR. From the WMMR Logged On Page, click the Statements link. The December 2010 Semi-Annual Per Capita Invoice as well as all statements created after December 2010 for your club will be visible.

YOUR STATEMENTS – Demonstration 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) YOUR STATEMENTS – Demonstration

Statement Questions

Your Service Activities

YOUR SERVICE ACTIVITIES – Goals and Objectives District and Club - Goals and Objectives can be set at district and club level Purpose - Goals and Objectives focus on increasing club participation in a specific service area and allow you to track progress based on information collected through the service activity report application Reports - You can generate reports that can be shared with others Example Goal: To increase club participation in Environmental Services service projects during the 2010-2011 fiscal year. Objective: By the end of the fiscal year (June 30, 2011) at least 1000 trees will be planted as part of District 1A tree planting service activities.

YOUR SERVICE ACTIVITIES – Signature Activities District and Club - Can be set at district and club level Purpose - Allows clubs/districts to showcase important/ re-occurring activities and promotes participation in a particular activity Benefits - Streamlines the activity reporting process and simplifies searching for and generate reports

YOUR SERVICE ACTIVITIES – Demonstration

Service Activity Questions

My LCI

Our solution will replace the paper directory, the current club locator, and the online vital, and will set the stage for us to include foundations, partners, and other Lions organizations in the future. Private information will only show to authorized users. We will be creating a one-stop-shop Google-like LCI Search Engine to find all Lions Clubs International Who's, What's, and Where's.

Our plan is to provide text based search results in early fall and map based results by the end of the year.

Context-sensitive Help – Membership page will show help related to maintaining members, Activities page will show help related to maintaining service activities, etc. Current-LCI-Branding – The pages will look similar to the lionsclubs.org pages. Accessibility Support – W3C accessibility guidelines will be followed. Easy-to-use Pages – Our goal is to “leave the manual behind” by making the website easy to use, informative, and intuitive. The new website, My LCI, will include Context-sensitive Help, Current-LCI-Branding, Accessibility Support, and Easy-to-use Pages

Stay informed with our new status bar which will acknowledge your last transaction and allow you to undo it just in case you realized you made a mistake. We will keep you informed with our new status bar which will acknowledge your last transaction and allow you to undo it just in case you realized you made a mistake.

My LCI Questions

General Questions or Suggestions

Thank You for Participating For questions and support, send emails to wmmr@lionsclubs.org or call (630) 468-6900.