CIS Manual - Computing Technologies
Contents
1. Notes Save nd Close Exit Item Administrative gt Class Entry gt Wednesday Night Class Entry Select Allows you to select from the list of classes that exist Name Enter the name for the class Desc Enter a description for the class Teacher Select a teacher for the class Asst Teacher Select an assistant teacher for the class Location Enter a location for the class Notes Enter any notes for the class Save And Close Button Click the Save and Close button to save all class information Exit Button Click the Exit button to close the screen without saving Page 22 Church Information System CIS User s Manual Care Group Entry Edit S Care Group Entry Edit fed Leader Po Asst Leader o SS Class o Notes Save nd Close Exit Item Administrative gt Care Group Entry Select Allows you to select from the list of groups that exist Leader Select the Leader of the Care Group Asst Leader Select the Assistant Leader of the Care Group SS Class Select the Sunday School Class that the Care Group represents Notes Enter any notes for the group Save And Close Button Click the Save and Close button to save all group information Exit Button Click the Exit button to close the screen without saving Page 23 Church Information System CIS User s Manual Church Responsibility Entry Edit S Church Responsibility Entry Edit Na2. View reports for members prospects etc Help View current version of the software Page 5 Church Information System CIS User s Manual Church Setup FS Setup Exi Name Fredonia Baptist Church Phone 662 534 3436 Address 1616 CR 86 Fax 662 534 3436 Address2 Email info fredoniabaptist com City New Albany Website http w fredoniabaptist com oe Ms z Keypress Delay fi Seconds Zip 3865 Exit Item File gt Setup Name Church Name Address1 1 Line of Address Address2 2 Line of Address City Church City State Church State Zip Church Zip Code Phone Church Phone Fax Church Fax Number Email Church Email Address Website Church Website Keypress Delay The number of seconds to wait before resetting a text string that is entered into a drop down list Page 6 Church Information System CIS User s Manual Save amp Close Button Click the Save amp Close button to save the church information and close the screen Exit Button Click the Exit button to close the screen without saving Page 7 Church Information System CIS User s Manual Member Prospect Entry Edit a Member Prospect Entry Edit z Save and New Save And Close Prospect Info Attendance Info Contact Info Dena no o e ID O o Address1 CF i OO Status A Address2 O FirstName ST City NewAbary MiddleName sststi it i s ater Sw BEE
3. LastName lt i i o HomePhonef SSS mw gt WokPhone t i SOSS CS Load Picture Emal ET Member x Relationship 7 Add Remove Item Names gt Member Prospect Entry Edit The Member Prospect Entry Edit screen is where you will enter all names into the system This includes Members Child of Member Prospects etc All fields in blue are required before you can save Name Drop Down Box This Drop Down box allows you to select a name that is in the system Contact Info Tab This tab is where you will select the Status of the member i e Member Prospect etc This screen will also allow you to enter the name address phone number s picture etc This screen also allows you to view all family members assigned to a Head of Household or if the selected name is not the Head of Household it will display the Name that is assigned as the Head of Household To add a family member to the selected name select the family member and relation ship to be added and click the Add Button To remove a family member select the member to be removed from the grid and click Remove This will not remove the name from the system but only the relationship Note Page 8 Church Information System CIS User s Manual Only Non Head of Households will show up in the drop down box to be added as family members Demographic Info Tab This
4. Child Of Member Item Attendance gt Attendance Entry Edit The Attendance Entry Edit screen allows you to record attendance studied lesson and daily Bible reading Start by selecting a Week Of and other criteria and clicking the Find button Then click the check box under each item that needs to be selected Finish by click the Save button Search Criteria Section Filter the names displayed by selecting one or more fields and clicking the Find Button Find Button Searches for all Names matching the specified Search Criteria Clear Button Clears the Search Criteria fields Save Button Click the Save button to record the attendance studied lesson and daily Bible reading Exit Button Closes the Attendance Entry Edit screen Names Section Displays each name matching the Search Criteria Page 17 Church Information System CIS User s Manual Attendance Navigator S Attendance Navigator ioj Es Search Criteria Missed or more between 9 20 2006 a 3 720 2006 Member Status SS Class S y Find Church Status a Dictas 7 Clear Name saes SCS Wed Class o Exit Names Matching Records 4 D Name Status Member Status 8 Sanders Hulen Louis Jr Member Active 72 Sanders Kim Member Active 71 Sanders Sam Member Active 73 Sanders Sydney Child Of Member Active Item Attendance gt Attendance Navigator The Attendance Na
5. prospect for the report Description Displays contact information notes previous contacts etc for the prospect This report will be used to record any notes for a scheduled contact Sunday School Prospect Listing Report x Sunday School Class List Print Prospect Sheet for Next Action Occruring Between Adult 2 9 72172006 9 72172006 Adult 3 Age 2 Print Prospect Sheet for Next Action Being Age 3 amp 4 College amp Career GROW Letter Grade 1 C GROW Visit Grades 2 amp 3 Boys Pastor Call Grades 2 amp 3 Girls Pastor Letter Grades 4 6 Pastor Visit Kindergarten ha SS Call SS Letter Select All Select None SS Visit Item Reports gt Prospects Reports gt Sunday School Prospect Listing Options Select the Sunday School classes and the dates and actions for which you want a Prospect Contact Sheet to be printed Description This report lists all prospects by Sunday School class This allows the Sunday School classes to be familiar with their prospects It will also print a Prospect Contact Sheet for each person scheduled for a contact in the criteria you specify Sunday School Class Listing Report Item Reports gt Administrative gt Sunday School Class Listing Description Lists all Sunday School classes and their information Discipleship Training Class Listing Report Ite
6. Church Information System User s Manual Designed and By Computing Technologies 8 31 06 Table of Contents Section Page Members vs Prospects vs Child of Member 1 Outreach Phase l Family Connection l User Setup 2 Permissions 3 Let s Get Started 4 Main Menu 5 Church Setup 6 Member Prospect Entry Edit 8 Member Navigator 11 Prospect Navigator 12 Prospect Contact Entry Edit 15 Attendance Entry Edit 17 Attendance Navigator 18 Administrative Sunday School Class Entry Edit 20 Discipleship Training Class Entry Edit 21 Wednesday Night Class Entry Edit 22 Care Group Entry Edit 23 Church Responsibility Entry Edit 24 Outreach Phase Entry Edit 25 Defined Values Entry Edit 27 User Entry Edit 28 About Screen 29 Reports Member Information Update Report 30 Sunday School Roll Report 30 Prospect Contact Sheet 30 Sunday School Prospect Listing Report 31 Sunday School Class Listing Report 31 Discipleship Training Class Listing Report 31 Wednesday Night Class Listing Report 32 Care Group Listing Report 32 Church Responsibility Listing Report 32 Church Information System CIS User s Manual Members vs Prospects vs Child of Member CIS is setup so that a Church and group of users can be up and going as quick as possible with as little headache as possible In CIS Members Child of Members and Prospects are all entered thru the same screen this keeps the user from having to learn multiple operations to enter each Member C
7. Discipleship Training Class Entry Ed Mailing Labels Report Member Entry Edit Member Information Update Report Member Navigator Report Member View Outreach Phase Entry Edit Prospect Contact Entry Edit Prospect Navigator Report Prospect Visitation Sheet Report Sunday School Class Entry E dit Sunday School Prospect Listing Sunday School Roll Report User Permissions x Add gt lt Bem Add gt gt lt lt Rem FREE Save And Close Exit Item Administrative gt Security gt User Entry This screen allows you to define permissions for each user To give someone permission to use the system you must select them from the Name List select a type Admin or User assign a username and password An Admin has the ability to perform all functions in the software A User has the ability to perform only the assigned privileges To add permissions to a user select the name from the drop down and highlight the desired permission and click the Add gt button To remove select the user permission and click the lt Rem button Save and Close Button Click the Save and Close button to save the user information and close the screen Exit Button Click the Exit button to close the screen without saving Page 28 Church Information System CIS User s Manual About Screen a About Screen Church Membership Management Software Version 1 08 9 07 2006 Designed and W
8. ction Print Mail Lbl Button This will print a mailing label for each name displayed in the Prospect Section The labels will print in the format of Avery 5160 labels 30 per page Print PCS Button Prints a Prospect Contact Sheet for each name listed in the Prospect Section Find Button Searches for all Names matching the specified Search Criteria Clear Button Clears the Search Criteria fields Page 13 Church Information System CIS User s Manual Exit Button Closes the Prospect Navigator screen Prospect Section This section displays all names matching the Search Criteria You can double click a name in the grid to open them in the Member Prospect Entry Edit screen The title block for the section also displays a count for the number of names matching the Search Criteria Contacts Section This section displays a listing of all previous contacts made to the name selected in the Prospect Section Grid You can double click a contact to open it in the Prospect Contact Entry Edit screen Page 14 Church Information System CIS User s Manual Prospect Contact Entry Edit S Prospect Contact Entry Edit ID Date oveo26 Action PO Type fe Visitor 1 FO Visitor 2 PO Rating PO Notes Next Phase x Next Contact Date 9 72072006 Next Contact Action x Save And New Exit Item Prospects gt Prospect Contact Entry Edit This screen allows you to record each contact made f
9. dds another phase to the list of actions Delete Phase Button Deletes the selected phase from the list Save and Close Button Click the Save and Close button to save all outreach phase information Exit Button Click the Exit button to close the screen without saving any changes Page 26 Church Information System CIS User s Manual Defined Values Entry Edit S Defined Yalue Entry Edit Attendance Levels r Prospect Action GROW Call GROW Letter GROW Visit Add Delete Pastor Call xl r Prospect Contact Rating Add Delete ok m User Permissions Attendance Entry Edit Attendance Navigator Care Group Entry Edit Add Church Info Item Administrative gt Defined Values Attendance Levels Church attendance levels Relationships Family relationships Titles Titles for names in the system Prospect Action Outreach actions Prospect Contact Rating Contact ratings Cut Style Select the Cut Style for the Component User Permissions Permissions allowed in the system These should not be changed Page 27 Church Information System CIS User s Manual User Entry Edit S User Entry Edit Name f anders Hulen Louis Username hsanders Password rsss Type Admin Inactive J T Permissions All Permissions User Permissions Attendance Entry Edit Attendance Navigator Care Group Entry Edit Church Info Church Responsibility Entry Edit Defined Values
10. description for the class Teacher Select a teacher for the class Asst Teacher Select an assistant teacher for the class Location Enter a location for the class Notes Enter any notes for the class Save And Close Button Click the Save and Close button to save all class information Exit Button Click the Exit button to close the screen without saving Page 20 Church Information System CIS User s Manual Discipleship Training Class Entry Edit S Discipleship Training Class Entry Edit che a Name Desc Teacher x Asst Teacher x Location Notes Save nd Close Exit Item Administrative gt Class Entry gt Discipleship Training Class Entry Select Allows you to select from the list of classes that exist Name Enter the name for the class Desc Enter a description for the class Teacher Select a teacher for the class Asst Teacher Select an assistant teacher for the class Location Enter a location for the class Notes Enter any notes for the class Save And Close Button Click the Save and Close button to save all class information Exit Button Click the Exit button to close the screen without saving Page 21 Church Information System CIS User s Manual Wednesday Night Class Entry Edit S Wednesday Night Class Entry Edit Ed bio REKTOR Name Dec Teacher OF Asst Teacher O Location j i OOCSCSCS
11. dit screen Attendance Info Tab This tab will show attendance daily Bible reading and studied lesson history for the selected name Each day highlighted in yellow represents an attendance daily Bible reading or studied lesson for the selected name Use the lt lt and gt gt Buttons to move month to month New Button Click this button to add a new name to the system Save and New Button Click this button to save the current information and add a new name to the system Save and Close Button Click this button to save the current information and close the Member Prospect Entry Edit Screen Page 9 Church Information System CIS User s Manual Exit Button Click this button to close the Member Prospect Entry Edit Screen without saving any changes Page 10 Church Information System CIS User s Manual Member Navigator a Member Navigator Ol x m Search Criteria Name Member Status x SS Class x B Member 9 720 2006 to 9 720 2006 x Church Status z CG Assign x Prospect Status x Disc Class gt Search a Ma E DOB Anniv x Wed Class x Responsibility x Deacon x Clear Exit Receive NL x HOH x Print Mail Lbl Print List m Members Prospects Matching Records 223 Status Phone Admin Admin Member 144 Akins Brittany Member 662 534 8552 22 Aldridge Caden Child Of Member 662 534 9970 1 Aldridge Chri
12. h prospect can have a Next Action and Next Action Date assigned to them Once that action happens they will be automatically moved to the next outreach phase The system does allow you to change this manually or take them out of the outreach phase completely By having each prospect assigned a Next Action and Next Action Date it is very easy to query a list of prospects to visit call write etc for a certain night week month etc thru the Prospect Navigator Family Connection CIS handles family connections in a clean and easy way once you understand it CIS assumes that each name entered in the system is either head of household or their head of household is in the system Now I know you are probably saying but I have some youth Page 1 Church Information System CIS User s Manual or children that are going be in the system as a prospect and they are not head of household we assume that their parent or guardian should also be prospect and therefore be in the CIS as well The system allows you to map the Head of Household to each member of that family For example I am in the system as Head of Household and Kim my wife is linked as my wife and my son and daughter is linked as son and daughter When this is setup correctly I can select my name from the list on Member Prospect Entry and it will show my family members When I select one of them in Member Prospect Entry it will show me as Head of Ho
13. hild of Member or Prospect is specified on the Contact Info tab of the Member Prospect Entry Edit screen Each Name in CIS must be specified as Member Child of Member or Prospect Each also must have specified an Active InActive Status on the Church Info tab and an Active InActive Status on the Prospect Info tab This means that you can have a Member that is Active in Church and InActive as a Prospect But you can also have a Member that is InActive in Church but Active as a Prospect And you could also have a Prospect that is Active in Church and Active as Prospect And you could well I think you get the point Outreach Phase CIS was developed primarily to handle outreach but was expanded to include many other functions CIS allows any name whether it be a member or prospect in the system to be in the outreach program Anyone in the system that has a status of Active on the Prospect Info tab of Member Prospect Entry Edit is considered to be in the outreach program CIS can do a lot of the work for your outreach program for you The outreach phases must be setup in the Outreach Phase Entry screen In this screen you get each phase a name i e Phase 1 Phase 2 etc a phase action i e GROW Visit Sunday School Letter Pastor Visit etc and a number of weeks until the next phase begins So eac
14. m Reports gt Administrative gt Discipleship Training Class Listing Page 31 Church Information System CIS User s Manual Description Lists all Discipleship Training classes and their information Wednesday Night Class Listing Report Item Reports gt Administrative gt Wednesday Night Class Listing Description Lists all Wednesday Night classes and their information Care Group Listing Report Item Reports gt Administrative gt Care Group Listing Description Lists all Care Groups and their information Church Responsibility Listing Report Item Reports gt Administrative gt Church Responsibility Listing Description Lists all Church Responsibilities and the names that are assigned to them Page 32
15. me v Desc Save nd Close Exit Item Administrative gt Church Responsibility Entry Name Enter the name of the Church responsibility Description Enter a description of the Church responsibility Save And Close Button Click the Save and Close button to save all information Exit Button Click the Exit button to close the screen without saving Page 24 Church Information System CIS User s Manual Outreach Phase Entry a Outreach Phase Entry Ed GROW Visit GROW Letter SS Letter 55 Call A SS Visit GROW Letter GROW Call SS Letter Add Phase Delete Phase Make all changes before clicking Save and Close Any phases that are deleted will affect Prospect Current Phases Item Administrative gt Outreach Phase Entry This screen allows you to define the steps of the outreach phase You can have any number of phases and each can extend for any amount of weeks This information will come into play when entering contacts for a prospect It will automatically schedule a contact for the next phase on the list in the defined time line Order Order in which the phases will happen Name Name of the phase Action Action for the phase Weeks Number of weeks before the next action is scheduled Button Moves the selected phase up in the list V Button Moves the selected phase down in the list Page 25 Church Information System CIS User s Manual Add Phase Button A
16. or a Prospect ID Internal identifier for the contact Date Enter the date of the contact Action Enter the type of contact Visit Phone Call Letter etc Type Addition field for recording type of visit or letter Visitor 1 Enter the name of the first visitor caller letter writer etc Page 15 Church Information System CIS User s Manual Visitor 2 Enter the name of the second visitor caller letter writer etc Rating Select a rating Good Poor Not Reached etc Notes Enter any notes taken from the visit call letter etc Next Phase Select the next phase for the prospect Next Contact Date Enter the next scheduled contact date for the prospect Next Contact Action Enter the next scheduled contact action for the prospect Save and New Click to save the current contact and add a new Exit Button Click the Exit button to close the screen without saving Page 16 Church Information System CIS User s Manual Attendance Entry Edit S Attendance Entry Edit OF x Search Criteria Week Of 9 720 2006 Member Status x 5 Class Church Status Disc Class 7 Name sanders Save Exit see a eee oe ee School Lesson Daily Service Training Evening Night O 0O O O m o O 8 Sanders Hulen Louis Jr Member oO O O Oo O o O 72 Sanders Kim Member oO O O o O 71 Sanders Sam Member 0O O 0O Oo 73 Sanders Sydney
17. re is laid out let s get started entering some data The following is a list of steps I recommend following to begin using the system Many of these steps will tell you to do something but not explain how to do it in detail That is explained later in this manual l Nn See oO 12 13 14 I know most people will ignore this step but it will save you much much headache down the road if you will READ THIS ENTIRE DOCUMENT BEFORE EVER LOGGING INTO THE SOFTWARE For those of you who are computer savvy I know you are going to ignore this step you probably didn t even make it this for but at least I can say I told you so Log in as the Administrator account and add each person to the system that will being doing initial data entry See Member Prospect Entry Edit Create a User Name and Password for each and give them the appropriate privileges See User Entry Enter all the Sunday School Classes See Sunday School Class Entry Enter all the Discipleship Training Classes See Discipleship Training Class Entry Enter all the Wednesday Night Classes See Wednesday Night Class Entry Enter all the Care Groups See Care Group Entry Enter all the Church Responsibilities See Church Responsibility Entry Enter or edit the Defined Values See Defined Values Setup the Outreach phases See Outreach Phase Entry Enter all the Deacons and assign them the responsibility of Deacon This will allow you to selec
18. ritten By Computing Technologies 127 West Bankhead St New Albany MS 38652 Phone 662 534 4019 http www comptechweb com Item Help gt About OK Button Closes the About Screen System Info Button Displays information pertaining to your current system Page 29 Church Information System CIS User s Manual Member Information Update Report S Member Information Update Report xi Nam Ok Cancel Item Reports gt Member Reports gt Member Info Update Report Options Select the name for the report to be printed You can also select All Members and Child of Members or Add Head of Household Description Shows all recorded information for that person with the ability for them to write in updated information to be keyed back in the system Sunday School Roll Report a8 Sunday School Roll Report xi Date 9 720 2006 i Item Reports gt Member Reports gt Sunday School Roll Options Select the Date for the Roll Description Displays a report for each Sunday School class for the teacher to mark each member present daily Bible reading and studied lesson This report can be turned back in to be recorded in the system Prospect Contact Sheet Prospect Contact Sheet x ee ae Ok Cancel Item Reports gt Prospects Reports gt Prospect Contact Sheet Page 30 Church Information System CIS User s Manual Options Select the
19. s Member Navigator Report Allows the User to view and print reports from the Member Navigator Member Entry Edit Allows the User to add and edit Members Child of Members and Prospects Member Information Update Report Allows the User to view and print a Member Information Update Report Member View Allows the User to only view and not add or edit Members Child of Members and Prospects Outreach Phase Entry Edit Allows the User to add and edit the Outreach Phases and the order and span of each Prospect Contact Entry Edit Allows the User to add and edit Prospect Contacts that are made Prospect Navigator Report Allows the User to view and print reports from the Prospect Navigator Prospect Visitation Sheet Report Allows the User to view and print the Prospect Visitation Sheet Sunday School Class Entry Edit Allows the User to add and edit Sunday School Classes Sunday School Prospect Listing Allows the User to view and print the Sunday School Prospect Listing Report Sunday School Roll Report Allows the User to view and print the Sunday School Roll Report User Permissions Allows the User to setup permissions for all users Wednesday Night Class Entry Edit Allows the User to add and edit Wednesday Night Classes Page 3 Church Information System CIS User s Manual Let s Get Started Now that you have a basic understanding of how the softwa
20. s Member 662 534 9970 662 316 4710 662 534 3436 doctorca fredoniabaptist com 17 Aldridge Chris Member 662 534 9970 662 316 4710 662 534 3436 doctorca fredoniabaptist com 18 Aldridge Gavin Member 662 534 9970 18 Aldridge Julie Member 662 534 9970 662 534 4711 21 Aldridge Ryan Child Of Member 662 543 9970 Aldridge Zachary Child Of Member 662 534 9970 Ard Barry Member 534 7002 franklinbard yahoo com hed DD nme be ble metem Phd ME h d ee ee cecal cA Fan b Item Names gt Member Navigator The Member Navigator gives you the ability to search for names based on status date of birth Sunday School class etc You can double click a name in the grid to open them in the Member Prospect Entry Edit screen Search Criteria Section Filter the names displayed by selecting one or more fields and clicking the Find Button Find Button Searches for all Names matching the specified Search Criteria Clear Button Clears the Search Criteria fields Exit Button Closes the Member Navigator screen Print Mail Lbl Button This will print a mailing label for each name displayed in the Member Prospect Section The labels will print in the format of Avery 5160 labels 30 per page Print List Button Prints a listing with detail for each name listed in the Member Prospect Section Member Prospect Section Page 11 Church Information System CIS User s Manual This section displays all names matching the Search Criteria Yo
21. t a Deacon for members that you will be entering in the next step See Member Prospect Entry Edit Enter all members and children of the church As you enter them I recommend keying all information possible into CIS i e Sunday School Class Discipleship Training Class Wednesday Night Class Deacon Care Group Family Relations etc See Member Prospect Entry Edit Print out the Member Info Update Report for all Members and children and distribute those to be check and updated by each person Once you get them back update them in CIS See Member Info Update Report Enter all prospects into the system See Member Prospect Entry Edit 15 Now you are ready to go Page 4 Church Information System CIS User s Manual Main Menu Church Information System mE File Names Prospects Attendance Administrative Reports Help Menu Bar There are seven Categories on the Menu Bar File Allows you to change Church contact information logoff and exit the software Names Allows you to enter and edit members prospects and child of members Also allows you to access the Member Navigator Prospect Access Prospect Navigator and Prospect Contact Entry Edit Attendance Access the Attendance Navigator Administrative Add Edit Sunday School Classes Discipleship Training Classes Wednesday Night Classes Care Groups Outreach Phases Church Responsibilities Defined Values and Security Reports
22. tab is where you will enter items such as Place of Work Occupation Date of Birth Head of Household etc Notes Tab This tab will give you plenty of space to record notes for that particular person This tab also shows you added the name to the system and when and the last edit to that name Church Info Tab This tab will hold all the church related info for that name This tab is used primarily for Members and Child of Members You must select a Church Status Active or InActive There are many dates you can record here as well as Class Assignments This tab also allows you to define Church Responsibilities for that person i e Deacon Sunday School Class Teacher etc To add a responsibility to the selected name select the responsibility and begin and end dates and click the Add Button To remove a responsibility from the selected name select the responsibility from the grid and click the Remove Button Prospect Info Tab This tab will hold all the prospect related info for that name This tab is used primarily for Prospects and InActive Church Members You must select a Prospect Status Active InActive or Guest This tab allows you to specify the source Sunday School Class assigned and notes This tab also shows previous contacts that have been recorded for that name and shows you the current Outreach Phase Next Outreach Action and Date You can double click a contact on the grid to open up in the Prospect Contact Entry E
23. u can double click a name in the grid to open them in the Member Prospect Entry Edit screen The title block for the section also displays a count for the number of names matching the Search Criteria Page 12 Church Information System CIS User s Manual Prospect Navigator FS Prospect Navigator lei Eg Search Criteria Phase 7 Member Status x SS Class p Next 9 20 2006 t 9 20 2006 Church Status v CS Assign 7 Contact a E e Prospect Status x DOB Anniv pa be rP Search Map M eoon 9 720 2006 id 9 720 2006 onae Name sande Prev Act OS Bann Print Mail bI Print PCS Find __ cx Sanders Kim Member Sanders Sam Member 662 534 4499 Sanders Sydney Child Of Member 662 534 4499 Date Action Type Rating Visitor Visitor 2 Notes 77 7 12 2006 SS Letter Good Aldridge Chris 76 7 5 2006 GROW Letter OK Akins Brittany 1 6 28 2006 GROW Visit OK Robbins Bo Item Prospects gt Prospect Navigator The Prospect Navigator gives you the ability to search for names based on status next and previous actions date of birth Sunday School class etc You can double click a name in the grid to open them in the Member Prospect Entry Edit screen Search Criteria Section Filter the names displayed by selecting one or more fields and clicking the Find Button Print List Button Prints a listing with detail for each name listed in the Prospect Se
24. usehold This makes it easy to traverse thru a family in CIS User Setup B h h f C Church Information System l K File Names Prospects Attendance Administrative Reports Help The Login Screen is the first thing you will see when you run Church Information System CIS Each user of the software must have a Username and Password The administrator account is Username Admin and Password Admin It is recommended that you change the Administrator password CIS requires that each user be assigned privileges Privileges are used to specify what a user can do in the software such as add members or view reports See Figure 2 for a list and explanation of each Privilege The administrator account has permission to do anything in the software Page 2 Church Information System CIS User s Manual Permission Name Description Attendance Entry Edit Allows the User to add and edit attendance data Care Group Entry Edit Allows the User to add and edit Care Groups Church Info Allows the User to change the Church Name Address Phone etc Church Responsibility Entry Edit Allows the User to add and edit Church Responsibilities Defined Values Allows the User to edit Defined Values for the system Discipleship Training Class Entry Edit Allows the User to add and edit Discipleship Training Classes Mailing Labels Report Allows the User to view and print Mailing Label
25. vigator gives you the ability to search for names based on attendance studied lesson and daily Bible reading You can double click a name in the grid to open them in the Member Prospect Entry Edit screen Search Criteria Section Filter the names displayed by selecting one or more fields and clicking the Find Button Print List Button Prints a listing with detail for each name listed in the Names Section Find Button Searches for all Names matching the specified Search Criteria Clear Button Clears the Search Criteria fields Exit Button Closes the Attendance Navigator screen Names Section This section displays all names matching the Search Criteria You can double click a name in the grid to open them in the Member Prospect Entry Edit screen The title block Page 18 Church Information System CIS User s Manual for the section also displays a count for the number of names matching the Search Criteria Page 19 Church Information System CIS User s Manual Sunday School Class Entry Edit s Sunday School Class Entry Edit xi o emamnsenmcesmeotss Name p SSOSC StS Deep O C C Teacher OF Asst Teacher lOO M Location j s sOS SOSOOOCS Notes Save nd Close Exit Item Administrative gt Class Entry gt Sunday School Class Entry Select Allows you to select from the list of classes that exist Name Enter the name for the class Desc Enter a
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