UMCARES PLUS PRESENTATION

UMCARES PLUS PRESENTATION
UMCARES Training Presentation

What’s your experience? What is your experience? Comfortable with the program. Quickly do what I need to do. I am ready to learn more. I’m a new user of UMCARES and am not sure where to begin or what to do. I’m ready to get started. I know a little but sometimes I am confused or cannot figure it out. I am here to sharpen my skills! This system makes me angry and ….I need to know more to be confident. I have given up and am here to learn!

My goal… Why we’re here…. I am more comfortable with UMCARES than I was prior to training. I can figure it out based on my notes, resources, and this training. I will walk away from this with confidence in my ability.

Objectives Overview of UMCARES screen Adding new users Adding and inviting new users Searching for records Help System Working with profiles Extras! Optional: Psychological Assessment Take notes!

”The beginning is the most important part of the work.” – Plato Login is always the user’s address. Passwords are case sensitive and the screen you directions as to what should be in your password (capitols, numbers, special characters). If you do not remember your password, use FORGOT PASSWORD. If you do not remember your log in… use FORGOT LOGIN. If you have changed your address, you can still log in with your OLD address and then change your address once you are inside the system. As Registrars, BOM Staff, etc. you have access to change the information for those in your conference.

Navigation Overview: Home Screen This is the home screen. Main Menu Bar Home Welcome Search Help! Header Bar Provides links to more specific things that you can do on any screen. Notice that there is a HELP link on the Header bar. The information in this particular link will be specific to the screen that you are on. Side List Side lists help you navigate between various areas of UMCARES.

Administrative Tools: New User Wizard On the Home screen click Administration choose New User Wizard How do I add new users? In your side list, click on the ADMINISTRATION SECTION followed by clicking NEW USER WIZARD.

Administrative Tools: New User Wizard Step 1 Candidate ALL New Candidates User with no record (Lay) that only needs to complete a psychological assessment The first screen gives three options…. Track Based User Non-Candidacy user’s that have to complete some steps on a conference defined track. Administrative User Mentors Administrative Staff BOM Staff Office Workers District Registrars

Administrative Tools: New User Wizard Step 2 First and Last name is required An address may be entered after entry. On this screen, enter the name and address of the user. If you do not know the address, you can return later and add it using their profile screen. I will touch on this later on in this presentation. MAKE NOTE: UMCARES is going to pause and search for the name that you have entered. Be patient. This is important and decreases the chance of duplicate records. Look to the right of the screen. If you see the name of the person that you entered (and b’day, conference, etc.) click on that name. You do not need to add them again. Do not add duplicate records. Change roles, addresses, and locations on the original record. We will discuss this later.

Administrative Tools: New User Wizard Step 3 In Step 3 you are choosing the track for your new user. In UMCARES, the system will default to what’s programmed for your conference. If you use GBHEM for psychological services, UMCARES will automatically add both candidacy and psych assessment. Generally, you will not make any changes on this screen. NOTE: If the new user (BRAND NEW USER) needs to retake psych assessment, delete both tracks and add the Psych only track. Click next, previous, etc. *Conferences who use GBHEM’s psychological services will see both the Candidacy and Psychological Assessment track on their screen by default.

Administrative Tools: New User Wizard Step 4 UMCARES will use the user’s conference/district by default. If you are entering someone in a different area remember to modify this information. *Church is optional.

Administrative Tools: New User Wizard Step 5 Step 6 Enter the conference/district. Goes in by default. Review your work. NOTE: This information can be updated after the invitation is sent. NOTE: If you go back and change the address, you MUST resend the invitation (on the Log-In screen). UMCARES will not automatically send out another invitation.

Administrative Tools: New User Wizard Invitation The invitation guides the user to this screen to establish their account. The link in the expires after 30 days. Welcome to the United Methodist Church’s Candidacy UMCARES. You have seen this before. This is where new user’s will create their password and enter the system.

Navigation Overview: Searching v.

Working with Profiles| The Help System

Working with Profiles| Personal Information

Working with Profiles| Profile Sections

Editing| Personal Information

Editing: Location

Working with Profiles| Profile Sections| Login On this screen, you can Re-invite current users. Clear invitations to remove their access to UMCARES Check the dates of the most recent invitation and log in attempt (also failed attempts).

Working with Profiles| Profile Sections| Login
Invite/Re-Invite – Sends a new UMCARES invitation to the address the user currently has on record. Clear Registration – this setting clears the user’s current registration information so the user can no long log in to the system. However, the profile is still active.

Working with Profiles| Profile Sections| Login Login – the current address that is the user’s login ID in UMCARES Invited – the date of the last user’s invitation Registered – the user’s current registration status

Working with Profiles| Profile Sections| Login Last Failed Login – the last time the user attempted to log in to UMCARES Locked – if the user’s account is currently locked Notice the “reset password” is an option on this slide. If you are viewing your own log in in screen, this link will allow you to reset and change your own password.

Working with Profiles| Profile Sections| Mentors & Tracks This link takes you into your candidates or user’s tracks.

Working with Profiles| Profile Sections| Mentors & Tracks Change a user’s mentor. Check on the status of their candidacy process.

Working with Profiles| Profile Sections| Mentors & Tracks Where do I click to open each task? Every so often I receive a call asking WHERE to click on the screen to open the step.

Working with Profiles| Profile Sections| Mentors & Tracks What is an Historical Track? Remember this Historical tracks are a snapshot of what was in OCAS (our previous system.

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidacy fee Guidebook orders and PO boxes.

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidate is well past certification Candidate withdrew before completion Candidacy fee Guidebook orders and PO boxes.

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidate had just begun the process. Candidate is midway through; picking up where they left off. Conference needs to check off final steps and wants to mark them as certified (recommended). Candidate needs to start from the beginning but wants to use the current application. Candidacy fee Guidebook orders and PO boxes.

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidacy fee Guidebook orders and PO boxes.

Working with Profiles| Profile Sections| Comments Overview The UMCARES’ Comment system allows user with appropriate access and permission to make and leave notes on various records and notifications. There are three types of comments that can be made:  Private - available only to the comment’s creator.  Contacts - available to all members of the user’s contact list.  Access Level - available to a user with access to the record or with an access level equal or greater than the level selected.

Answering the Call (Candidacy Guidebook) For Candidates: After candidacy fee is paid Request a hard copy using task list and/or Download pdf Security The Security section refers to the user’s individual security settings in UMCARES. Most of these settings cannot be changed by the profile’s owner. When administrating a user, the logged in user has the ability to do the following from the section header:  Edit – the Edit button gives the administrator the ability to do the following: o Account Disabled – this setting disables the profile and removes the registration information. The user will not be able to log in to UMCARES o Is Deceased – this setting marks the user as deceased and removed the registration information. The user will not be able to log in to UMCARES o Access Level – this setting sets or changes the user’s access level. Only users with a higher access level and the appropriate permissions will have the ability to modify this profile setting.  Role Membership – this setting adds an additional role to the user. To change the user’s title role or access level, select the Update Automatically checkbox in the Add Role window.  Delete – This setting removes a role from the user’s profile. When a role is removed, the title role and access level will adjust to match the remaining role. Always check to make sure the title role and access level are correct after making role changes.  Block User – This setting allows the administrator to prevent two users from seeing each other regardless of their security settings. For Registrars, BOM Staff, DS, Mentors, etc. (Free): Hard copies are requested via . Mailed to one central location PDF version: Link located under “Resources” in UMCARES

Extra! Extra! Announcements & Notifications System Auditing System Help Features Security The Security section refers to the user’s individual security settings in UMCARES. Most of these settings cannot be changed by the profile’s owner. When administrating a user, the logged in user has the ability to do the following from the section header:  Edit – the Edit button gives the administrator the ability to do the following: o Account Disabled – this setting disables the profile and removes the registration information. The user will not be able to log in to UMCARES o Is Deceased – this setting marks the user as deceased and removed the registration information. The user will not be able to log in to UMCARES o Access Level – this setting sets or changes the user’s access level. Only users with a higher access level and the appropriate permissions will have the ability to modify this profile setting.  Role Membership – this setting adds an additional role to the user. To change the user’s title role or access level, select the Update Automatically checkbox in the Add Role window.  Delete – This setting removes a role from the user’s profile. When a role is removed, the title role and access level will adjust to match the remaining role. Always check to make sure the title role and access level are correct after making role changes.  Block User – This setting allows the administrator to prevent two users from seeing each other regardless of their security settings.

Working with Profiles| Profile Sections| Announcements Announcements section is new – Can add announcements based on the permission level the user has established. For example, CRs and BOM Staff would have conference wide permission.

Working with Profiles| Profile Sections| Announcements Expiration date: Date when the announcement will expire. Subject: The Title/Subject of your announcement Summary: A brief summary describing your announcement. Detail: More detailed information Comments: Allow viewers to comment about your announcement Written: Creation date Written by: UMCARES will display the name of the creator.

Working with Profiles| Profile Sections| Auditing Audit Link The Audit Link at the bottom of the page will display all of the actions performed on the selected record based on default filter selections.

Any questions? Paula Gardner-Porter, MAPC Candidacy & Psychological Assessment Coordinator Phone:

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