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USER MANUAL - Ascribe Data Systems
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1. Active W Achieved Inactive View WAI Pending c D Email Labels Letters Export Search jenter search terms here Showing 1 Active Person Discipled Under This Goal Name Welcome phone call Pastor s welcome Meet at church meet for coffee or email letter Latte Arthur d Due Date Dec 17 2005 Due Date Dec 18 2005 Due Date Dec 22 2005 Due Date Dec 23 2005 ql ip Please select a mentor List disciples by goal achievement status You can limit the people listed according to their status For example if you wanted to see a listing of all the people who are saved go to the Discipleship module and click on the icon for the Salvation goal Then click on the Achieved button to view all the persons who have achieved this goal Goal Salvation gt Achieved Persons Discipled Under This Goal Inactive View YF All Pending Active List disciples by step achievement status Some people are responsible for only one particular step in a goal For example the church secretary in the scenario above was responsible for sending out the pastor s welcome letter Ascribe User Manual 32 Discipleship In order to do that she needed to find out who was being discipled under the Newcomer Welcome goal that did not yet receive the letter To do so she needed to list disciples by step There are two ways to list disciples by step Method 1 From the goal record locate the step in qu
2. Logo t str e copyright_notice e Llogout_thank_you_msg e title_tag e img_logo head Llogout_forward_msg e breadcrumb_nav Copyright notice main_nav e page_skin_name sub_nav Here is a simple example of a logout template lt DOCTYPE HTML PUBLIC W3C DTID HTML 4 01 Transitional EN http www w3 org TR html4 loose dtd gt lt html gt lt head gt lt title gt title_tag lt title gt head lt META HTTP EQUIV refresh CONTENT seconds_to_forward_logout_to_login URL login php gt lt head gt lt body gt lt p gt lt a href client_url gt lt img src client_private_url skins page_skin_name files site_logo png border 0 gt lt a gt lt p gt Ascribe User Manual Skins 49 lt p gt breadcrumb_nav lt p gt lt p gt main_nav lt p gt pr sub_nav lt p gt ahi gt Logout _str lt 7hi gt lt o gt Logout thank you_msq lt p gt lt p gt logout_forward_msg lt p gt lt p gt copyright notice lt 7o gt lt body gt lt html gt Notice the refresh meta tag in the above example This template is set to automatically forward itself to the login form after a set number of seconds To change the number of seconds for the seconds_to_forward_logout_to_login placeholder go to Admin gt Application Settings on the main menu bar Click on the Session tab and edit the Logout Page Duration value Email template The email template
3. Go to the person s Discipleship sub module 2 Click on the wy icon at the end of the row for the goal Set multiple goals as achieved today 3 Goto aperson s record and scroll down to the Discipleship section or Go to the person s Discipleship sub module 4 Check the box to the left of goals which are highlighted in orange which you wish to set as achieved today 5 Click the button Set a goal as achieved on a certain date 1 Goto aperson s record and scroll down to the Discipleship section or s Go to the person s Discipleship sub module 2 Click on the Ei icon for the goal to start the goal for the person 3 The goal will be initiated and Ascribe will display the person s goal status page In the Steps section click the f icon for the last step 4 Click the icon to the right of the Date Achieved field Select the desired date Target Date 9996 04 17 wnr Today gt gt Sun Mon Tue Wed Thu Fri Sat Date Achieved 2004 05 09 Hote 5 Click the Ascribe User Manual 40 Web Publishing Chapter 6 Web Publishing Ascribe contains an integrated website publishing system that allows your church to maintain an informative up to date website Web publishing overview The webmaster bottleneck The major roadblock to maintaining a current website is the bottleneck of the webmaster For many websites a single person is often designated as the webmaster The
4. Create a discipleship goal 1 Click on the Create Goal button You are here Home gt Persons gt Discipleship gt Discipleship lable of Lontens Browse Tree List Goals Fix Tree Staff My Disciples 2 Hierarchical Placement f at least one other discipleship goal was already created you will be asked to place the new goal within the prerequisite hierarchy of existing goals By placing a goal under another goal the parent goal becomes a prerequisite which the person much achieve before being allowed to start on this goal You may wish to read the section of the manual on placing a new record within a hierarchy lf you a making a sub goal i e a goal that requires a prerequisite goal you may find it easier to first go to the prerequisite goal and click on the maha New Goal button itii 3 Name Set the name the goal 4 Description The description is an optional field 5 Goal Manager For most goals you should set a goal manager The goal manager must be an authorized user with the Discipleship privilege 6 Mentoring If this discipleship goal can best be handled by assigning mentors to follow up people discipled under the goal click the Enable Mentoring field Select the Mentor Mentoree Pairing Mode which makes sense for this goal 7 Click the button Ascribe User Manual Discipleship 29 Understanding the goal record view You are here Home gt Persons gt Discipleship gt Discipleship
5. First we will take a look at the newcomer process from the perspective of the visitor Then we will look at it from the backend process run by church volunteers and staff Visitor perspective Imagine this scenario of a first time visitor to your church Carleen single physical therapist aged 27 moves into a new neighborhood and decides to visit a church that meets at a few blocks away Carleen enjoys the service and fills out a welcome visitor card The next day on Monday a friendly lady named Sharon calls Carleen and introduces herself as a member of the church she visited Ascribe User Manual 26 Discipleship She thanks Carleen for visiting the church and comments that she indicated on her welcome card that one of her hobbies is running Sharon mentions that she is a member of the Running Club at the church and would love to meet Carleen after service next Sunday so that she can introduce her to some of the other members of the club A couple days later on Wednesday Carleen receives a letter from the pastor the church expressing how glad he was that she came for a visit and invites her to come again The following Sunday Carleen goes back to the church After service she meets up with Sharon and a few of her friends from the Running Club One of the girls from the club Anne invites Carleen to join her for coffee later that week and she is looking forward to it Church volunteers and staff perspective In the above example th
6. If have the Prayer privilege you will also see some of the person s latest prayer requests and praise reports Ascribe User Manual 16 Simple person search There are many ways to search for people in Ascribe On the Start Page there is a search box to quickly find a person by first name last name or email At the upper left hand corner of the person listing there is a search box where you can type in any search terms to search for people e g person names or street names to search for a person This simple person search can also be performed from ANY page within Ascribe by using the search box in the right hand side of the blue masthead bar at the top of every screen Start Page Person Module Listing Every Screen Search for a person Mon Dec 12 C 9 07AM Help Enter terms for person search Entering only the first few letters a name may still bring up a match Searches are not case sensitive First Name Last Name Email oe a Advanced Person Sear Advanced person search 1 Inthe person module click the Advanced Search button You are here Home gt Persons gt Persons Browse Deleted Persons Import 2 In this advanced search form enter as many search criteria as you need Advanced search examples Ascribe s advanced search function is very flexible You may enter one search parameter or multiple parameters Here are some examples Example 1 All persons who have an
7. E 5 Adjusting hierarchical placement c cccessssseccccccceeeesssseeccccessaeeeseeeecccessaeeesseeeeeees 6 Placing a new record into the hierarchy ccccccccccsssseeseeeeeeeceeeaeeseeeceeeeeeaaas 6 INCAS St ON pimay PRENT aces cess daecrcinoacds penae ar a eE S E 6 What isasecondary Ware crake tied soetastaetctesiesccevtattataet E EN Eiaa 7 PA OCSECOMC ANY Wal CME eE E 7 PTS TNS BEC otis cad caccccewoacsaieaceatosewesdnsssahescasewosanaineanahaseusssed E 7 Adobe Acrobat PDF CP OU sist cusccavattgaicanatoanseasieteuistuatecactaveieveanatwastdasetesntnatecucrauaiesetacs 7 Ascribe User Manual Chapter 3 Pers ee eee eee 8 Ferra WC NOUN Coco E E S E E T 8 Understanding the person listing ct ccesdcsidacstacascoseseiolandcdescevisseestadeciededsdesdasaetbenectesneads 8 CALC A CWS ON Be CONG EAE A oor A T E A E EA EE 9 Understanding the person record ccccccccecceesseeseeececccaeeeeeeecceeeeeeaaeeseeececeeeeeeaaeesees 12 Poron To OAR ee E cons celsenanectcou cesieoatuctancescotaronsuees 12 Main Person IRC CONG iia cotecden sae cenattet r eiae 14 Other parts to the person Me CONG scphs cotesseucusstonciclar aveouatent cozasaneesetaorealeareononeioar 15 Simple person SC ANC I seereis ren in Een ES AEE EO AE E OR a EEE ES EE Enie 16 S A E EE E E E E A T A E E T 16 Person Module LISUN scdccantesawncttneciwesassconctedadadendaseuaaideacawetesecdatiedacadenitvesasidees 16 Py Se E E E E A A E TA 16 Advanced person SE
8. Top gt Newcomer Welcome Newcomer Welcome Discipleship Goal 16 QA4Ax B amp D S Edit Delete Placement NewGoal AddStep Mentors Disciples Oot Ceeated En Mev oh 11s am he Tomer I I amn lact Mwified Tadas 2 28 nom Be Gardan Ealman Created Fri May 6th 11 08 a m by Truman W Leung Last Moditied Today 3 28 pum by Gordon Ferman Discipleship Goal Newcomer Welcome Phone letter meet at church following week and meet for coffee Goal Manager Elaine Chan Mentoring Enabled F Steps Default Days to Deadline Linked Event Type Pastor s welcome letter 3 ey A Xx 2 Meet at church 7 ey A xX a meet for coffee 8 ey i x amp Add another step to this goal Above is a simple discipleship goal record At the top is a toolbar of function buttons In addition to the standard View Edit and Delete buttons is a Placement button which you can use to adjust this goals placement within the hierarchy of goals If you want to add a new goal below this one use the New Goal button To add another step to this goal use the Add Step button Steps will be fully discussed below The Mentor and Disciples buttons take you to a listing of the mentors and people being discipled under this goal respectively The main body of the record lists the name of the goal and a description if any The goal manager is shown if one was set The goal manager s name is clickable allowing you quick access to her person record should you need it At the bottom of t
9. Use this family button Ascribe User Manual 11 HOUSEHOLD OR ORGANIZATION Place person ina famiiby CC business church government agency 2 non profit Place person in an existing family C Place person in a new family Search for family lfe Type in the first few letters to begin search 2 were found Bruce amp Darlene Feldman Marcus amp Felicia Lunson When you select an existing family Ascribe will show you the family name and the available family roles for the new person Click on the new person s family role HOUSEHOLD OR ORGANIZATION Place person ina famih business church government agency L non profit Place person in an existing family C Place person in a new family FAMILY Bruce amp Darlene Feldman Select this person s role in the family Head of Household eruce Feldman f Spouse Darlene Feldman C Child C Other 0 Friend C Unknown To mark a phone number as unlisted check the box to the right of the phone number under the 4 padlock graphic If a home work or other phone number connects to a TDD device check the box under the typewriter graphic Fill in any other information available For dates click on the calendar graphic to use a popup date picker Ascribe User Manual 12 o Birthdate format mmo F e December 2005 x Gender male TE e e C l Female Sun Mon Tue Wed Thu Fri Sa i 2 3 Marital Status C S
10. convenience The days of carrying around your files on floppies or USB drives are over With web based software your data is available online anytime and anywhere Plus live software requires zero installation All you need is a web browser and an Internet connection In a word easy Why Choose Ascribe e Freedom from IT headaches we do backups upgrades and everything else while you sleep Work from anywhere if you have an Internet connection you can use it Staff and volunteers will love it flexible and easy to use Save money pay as you use it no big software license or upgrade fees Enthusiastic service we offer unlimited email support and we answer fast What is Ascribe Ascribe is an advanced web based system for church which not only provides typical member management functions but also handles website publishing as well What distinguishes Ascribe from traditional church management software is that Ascribe does not need to be installed on each user s personal computer Each person using Ascribe simply requires a computer with Internet access a web browser and a user account One of the best things about Ascribe is that it is extremely simple for a newcomer to use but offers many advanced features for a professional user Ascribe User Manual 2 Getting Started What Can Ascribe do Ascribe s two main feature sets are 1 member management and 2 website management Here is a sampling
11. email address Under Text Fields set the first drop down select box to Email On that same line set the next drop down select box to is not empty Text Fields is not empty Ascribe User Manual 17 Example 2 People who live in either the 96816 96822 or 96815 zip codes Under Text Fields set the first drop down select box to ZIP Code On that same line set the next drop down select box to is In the text box to the right enter 96816 OR 96822 OR 96815 Text Fields ZIP Code w is 96816 OR 96622 or 96615 Example 3 Everyone who is born in December Under Date Fields see that in the second row the drop down select box is preset to Birthdate On that same line set the next drop down select box to is in month In the text box to the right you can enter dec Dec December or 12 Date Fields ae nin Ciwerh Saw ra Format Attending Sample Church Since is before C isCY MM DD YYYY FRirthdata a E Fa Format Birthdate is in month MMDD YYYY Example 4 Men ages 25 who are active members regular attenders or staff Under Date Fields set the first drop down select box to Birthdate On that same line set the next drop down select box to is before In the text box to the right enter the appropriate birth date before which a person would be 25 years old or older You may click the calendar icon to the right to use a popup date picker Date Fields Bighdate 40 For
12. gt lt p gt content lt p gt lt p gt copyright _notice lt p gt lt body gt lt html gt Notice that titie_tag placeholder goes between the title tag which is nested inside the head tag The neaa placeholder falls inside the head tag while the boay placeholder is in the parameter section of the body tag The breadcrumb_nav main_nav sub_nav related_nav module_nav email_link and print_link placeholders are all defined by the navigation menu settings for this skin Ascribe User Manual Skins 47 The content placeholder is where the main content goes for the page Extranet template This template is used for private web pages which require members to log in After they have logged in they will see pages displayed using the Extranet template The first line of the template should be the HTML 4 01 Transitional DOCTYPE definition In addition to the curly brace field placeholders available to the Internet template the following placeholders are also to be used in the Extranet template left_top_message right_top_message The left_top_message will be a greeting to the user a link to the My Preferences page and the logout link The right_top_message will be a timestamp and possibly a link to a help note Login template This template is used for displaying the login form to ask members to login before accessing private web pages 1 e the extranet The first line of the
13. number of records per page You can page through them by selecting a range of records in the drop down listbox or use the following navigational buttons go to the first page go to the previous page go to the next page go to the last page ZVAB Ascribe User Manual 4 Getting Around Ascribe The drop down range selector allows you to jump to as many as five pages before the current page or five pages after the current page For most record listings the drop down range selector and the paging buttons are found at the top and bottom of the spreadsheet table Change number of records shown per page 1 In a list of records look for this in the upper right corner Show per page 2 Edit the number shown to reflect the number of records you would like displayed per page 3 Click the graphic button or press the Enter key Change default number of records throughout Ascribe 1 Go to the My Ascribe Preferences page by clicking on the link at the top of every screen which looks like this My Preferences 2 Click on the Miscellaneous button My Preferences Change your password Dates amp Numbers Configure Intranet Homepage 3 Set the Records Per Page field to the number of records you wish to be shown in lists of records throughout Ascribe This will affect your account only 4 Click the Save Preferences button at the bottom of the form Moving from record to record When viewing a record in Ascr
14. of what you can do with Ascribe Member Management e Track data for persons households and organizations e Print mailing labels and mail merged letters e Keep prayer requests and print weekly reports for your prayer team e Maintain a database of ministry teams and small groups e Manage the discipleship progress of every person in the church e Send personalized HTML emails to your church members e Record each member s financial contributions and print tax deductible giving statements Integrates with Intuit Quickbooks Website Management e Manage unlimited web pages for your church website using our easy to use Web Page Editor which works just like a word processor e Publish an online photo gallery e Publish news articles or blogs e Maintain an events calendar and announcement page on your website e Publish an up to date Frequently Asked Questions page e Create a secured member s area on your website which requires a username and password to enter e Customize the look and feel of your website by with fonts templates and graphics Ascribe User Manual Getting Around Ascribe 3 Chapter 2 Getting Around Ascribe The Ascribe system has been designed to make it easy for you to use with as little time needed as necessary to complete your tasks You can perform similar tasks in the same way for all modules within the application Sorting searching exporting moving from record to record all work the same way across modul
15. template should be the HTML 4 01 Transitional DOCTYPE definition The login template accepts these curly brace placeholders e site_name e sub_nav e username_existing e page_headline e login_form_hidden_vars e password_existing e copyright_notice e login form action e login Str e title_tag e on login torm submit forgot_password_link e head e img_logo e Login compatibility msg e body e login_welcome e copyright_notice breadcrumb_nav username_str page_skin_name main_nav password str Here is a simple example of a login template lt DOCTYPE HTML PUBLIC W3C DID HTML 4 01 Transitional EN http wwwsws org TR html4 loose dtd gt lt html gt lt head gt lt title gt title_tag lt title gt head lt head gt lt body gt lt p gt lt a href client_url gt lt img src client_private_url skins page_skin_name files site_logo png border 0 gt lt a gt lt p gt lt p gt breadcrumb_nav lt p gt lt p gt main_nav lt p gt lt p gt sub_nav lt p gt lt p gt lt big gt page_headline lt big gt lt p gt lt div gt lt form name lLogin action login_form_action method POST on_login_form_submit gt Ascribe User Manual 48 Skins login_form_hidden_vars lt p gt img_logo lt p gt lt p gt login_welcome lt p gt lt table gt lt tr gt lt td gt lt td gt lt td gt invalid login meq lt td gt lt tr gt
16. to send an email to the mentor notifying him that he has been assigned a new disciple to follow up with Mentor Mentoree Pairing Mode When mentoring is enabled for a discipleship goal there are three types of mentor mentoree pairing modes that can be set for the goal Let Ascribe auto assign mentors on a round robin as available basis Allow goal manager to manually assign mentors Have Ascribe send out an email to available mentors and ask them to volunteer to mentor new persons being discipled under this goal When a person has a discipleship goal started for them if the goal has mentoring enabled the selected mentor mentoree pairing mode will be triggered In the auto assignment method Ascribe will cycle through available mentors assign the next mentor and send an email to the mentor notifying her of the assignment In the second mode Ascribe will send an email to the goal manager that a new disciple was added and that he should assign a mentor In the third mode Ascribe will send out emails to all available mentors asking them to volunteer to mentor the new disciple Contact Logs Some steps in the discipleship goal process may require telephone contact or personal meeting You can use Ascribe to log notes regarding your calls and meetings There are many ways to add a contact log note to a person s record Once the notes are entered into the system all notes for a person can be viewed under their person record Or notes for al
17. to your internet template and you have the email and print link templates defined in the Navigation section of the skin or the printer_friendly_uRL placeholder to a news feed template Ascribe will include a link to a printer friendly version of web pages or news articles The print template is used for generating these printer friendly versions of your web pages and articles The email template accepts these curly brace placeholders e title_tag e content head l1ogo_bw_large e copyright_notice e Llogo_bw_small1 e page_headline e link_to_page Here is a simple example of a print template lt html gt lt head gt lt title gt title_tag lt title gt head lt head gt lt body bgcolor FFFFFF gt lt div style padding 20px width 582px gt lt p gt logo_bw_large lt p gt lt p gt lt big gt page_headline lt big gt lt p gt lt p gt content lt p gt lt div class tiny style border top lpx solid line_color margin top 20px padding top 10px gt logo_bw_small copyright_notice lt br gt link_to_page lt div gt 4 divs lt body gt lt html gt Menu Navigation Email and Print Page Links Email Link Template The email link template accepts these curly brace placeholders e page_id e faseribe client uri o client_private_url o email title e page_skin_name Here is a simple example of an email link template lt a href ascribe_client_url sp p
18. webmaster is tasked with the daunting technical challenge of learning all about webpage code called HTML webpage editors like Macromedia Dreamweaver and graphics programs like Adobe Photoshop The webmaster also responsible for crafting well written content for the site s many pages and for making sure to keep the pages updated on a timely basis There are several problems with this scenario 1 No one person can do all things The webmaster that is great at web development is probably not as good at writing newsworthy story articles as she is at designing user friendly site navigation with an eye pleasing color palette 2 Hand coding each page is time consuming The webmaster responsible for managing a website with hundreds of pages would be hard pressed to find enough time to make site wide changes to the website design if they had to update each page manually 3 Change requests from all over the organization would be overwhelming If many ministries and departments all make requests to a single webmaster for changes and new pages the request may back up in the webmaster s inbox The solution to the webmaster bottleneck is to implement a content management system Content management system The power of a content management system CMS lies in its ability to separate content from design The graphic artists and web programmers use the design functions of the CMS to establish the look and feel of the website They determine the si
19. your data file which you have uploaded and preview the first five rows and present them vertically The reason Ascribe does this is to allow you match up each column from your data file to a particular field within the Ascribe person module If column value of the first row matches the field name of an importable field Ascribe will automatically match the fields for you 1 FName Aaron Aina Kona Michelle First Name 2 LName Abergas Abergas Abergas Abergas Last Name 3 address 95 229 Kaopuu Loop 95 229 95 229 95 229 Kaopuu Loop Required Address Line Y kaopuu Kaopuu Loop Loop 4 city Whitfield Mililani Mililani Mililani 6 zip 96789 96789 96789 96789 7IP Code T emmint s Pie Phe Pie Pie a 1 od l 4 Batch wide field value settings An identical value for certain fields can be set for every person imported in this batch Scroll down to the Batch Wide Field Value Settings area and click on any settings you would like to apply to every person in the upload field For example if you want to set every person in this upload file to have the Regular Attender member status then check Member Status Check Regular Attender in the options that appear to the right Ascribe User Manual 22 Person Records Management Member Status Active Member C visitor Regular Attender C Out of Town C Staff C Inactive If you would like every person in the upload file to also be added as a member of a ministry or small group click one of the Group
20. ALCIN scccvessasiccedencncessanasanaensinctins An E EES EEEE Ea EE ERUN NEEE ESEAS 16 Advanced searc h examples na a a R A 16 Save advanced search parameters ccccccccccccesssesseeecceeceeeaeseeeceecesseeaeeeeees 18 Export advanced search FOSUICS 5 deta esta sswcsasat onstohnswanioradonscotasuonensataoneatasduononadoens 18 Chapter 4 Person Records Manageme nt cccccssseesssseeeeseeeeeseeeeeneeeeneeeaneeneass 19 We EP O08 orcs ipso E E E E E S 19 Pope Data IpO eee or a EEE E E E 19 Prepare a data MPOC TIC caissada EEE OERE AET 19 kapor people dala seners 21 Review an imported data file batches 0 0 cecccccccccccccesseeeseceeeeeeeeeeeseeseeeees 22 Delete records imported from a data file cece cccccccsssesseeeceeeeeeeeeeeeseeeeeees 22 Merge Duplicate Person RECOM wccrcetscasssciacsziccssacaceadanunttelsenaisddanesauedceoeteidedonstelceocieads 23 Merging duplicates from a person record cccccccecccesseessseceeeeeeeaaaeseeeeeees 23 De AiR HOE GUP UCA See EE 23 Consolidate two person reCOTAS iss escccateaswe sess uscecedeurwescwsisuncedeansesvuswiscnedecnmenwviaues 24 Chapter 5 Discipleship ssnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnna 25 Discipleship Module OV Ct VIC W oce ir EE E 25 Newcomer Welcome Ce NANO sageectecot sos cemcnaaotaqnseyadanctneatsoaeeddacenacatenbaeadetoteuctctoaadas 25 WAS IOI CESS CUI Citar cscedact tie eatndidiecaes ade aaecredidadepeaeeuacidacauepadec
21. Membership setting options Select the desired group from the drop down select box that appears to the right Also set the group membership type Optionally you can set the group member title and comments 5 Submit field matching and batch wide field value settings Click on the Begin Importing gt button 6 Click on the Start button to begin the import process 18 of 100 imported 18 complete zA Rachel Crowe was imported as Person No 1244 E EEEE EE lf a duplicate record is detected during the import for one of the rows in the data file that person will not be imported Review an imported data file batches 1 Inthe people import module click the Show List of Import Batches button You are here Home gt Persons gt Person Management gt People Import gt 2 Click on the button for a batch that you wish to review Delete records imported from a data file If you realized that there were errors in the data file which you uploaded you may click on the Delete Person Records button to delete all the person records which were imported from a particular data file Import Batch 20 View List Persons Imported in Batch Purge Batch Record Ascribe User Manual Person Records Management 23 Merge Duplicate Person Records Having duplicate records is a common problem when maintaining a database of people Often when entering new persons into a system from handwritten forms the spelling of na
22. aScribe USER MANUAL UPDATED DECEMBER 30 2005 Cutting Edge Web based Church Membership amp Website Management Software Ascribe Data Systems LLC www ascribedata com info ascribedata com ji Ascribe Table of Contents Chapter 1 Getting Started rcsceceiecssecceesevecssecncessveesvevecscsvecssesecsesvesscaerecszeseveeeersierevess 1 What s Your Ministry People or Computers esssessseoeenssssssssserersssssssserrrsssssssees l Why Choose AscriDe gui acrc nse sausaabecandideniaeuratscceenseiasanadicondidestaanadiadepatgem slants contiaetaws l Voar ADO eaa a E E E E E l ND C A AS CMDS CO sirra a E E 2 VIC Det NM e CHIC orane a enaccnatobanacrodaaacisoctsed E 2 N eS T a E EAE ER 2 Chapter 2 Getting Around Ascribe cccccssseseeseeseesseeeeneeseeneesenseesenneesenseeseneees 3 ELA E E E Oe ne AAE AA Orr re 3 TMS a E E E E E 3 OL e a E E E E E S 3 Pe COU WMC CONS uss ea e E a E E E E E E SRE 3 Change number of records shown per page ssseesesssssssecerrssssssssserrrssssssssereressssssees 4 Change default number of records throughout Ascribe esessssssseenrssssssssserersssssssee 4 Moving irom record TOT CONG eers E EE 4 LOT O E E E TER EE E E 4 PUNY SLO ON e E S E 5 Chance VOU Sy OE e E E E 5 Tips for creating strong passwords ssssssssseeeersssssssecerrssssssssceressssssseeeeees 5 Peano EDON cscs cece E E E ESS 5 Keyboard SOT CES ess apts erect act
23. ake you to another page use ALT and the letter and then press ENTER For example on those data listing pages you may advance to the next page by using ALT N and then hitting ENTER If you are viewing a record and want to edit it you may use ALT E and then ENTER That will take you to the form Once you ve mastered the keyboard shortcuts you ll find that you can save a lot of time by using them when compared to only using the mouse Some other very helpful shortcuts offered by the browser are e ALT left arrow go back a page e ALT right arrow go forward a page Also any popup windows generated by Ascribe can be closed by simply pressing the ESC button Adjusting hierarchical placement Several modules within Ascribe organize data hierarchically that is in a tree structure much like an outline or a table of contents These modules are Groups Web Pages Discipleship Goals and Neighborhoods Placing a new record into the hierarchy When creating a new record for a module which organizes records hierarchically you will be asked to place the record within the tree structure before entering the contents of the record Once the record is in place you can adjust its placement within the hierarchy by clicking on the Adjust Hierarchical Placement button in that record s row of function buttons Reassign primary parent 1 Click on the Adjust Hierarchical Placement button for a record of a module which organizes records hierarchically
24. and creative effort in doing the necessary writing and graphic design required Ascribe User Manual Skins 43 Chapter 7 Skins Ascribe allows you to configure the look and feel of your website and even the Ascribe application itself through the use of skins to configure colors fonts files text styles and HTML templates Every installation of Ascribe comes factory installed with two skins Ascribe and Elim The Ascribe skin is used to manage the look and feel of the Ascribe intranet application The Elim skin is a sample skin for a website You can use the Elim skin as a starting point for making skins for your own website Finding the module The Skins module is found on the main menu under Digital Assets Brand the Ascribe with your church logo and colors You can edit the Ascribe skin to change the look and feel of the Ascribe intranet application to match your church s logo color scheme and preferred fonts Customize the masthead By default your Ascribe installation comes with an Ascribe logo in the navy blue bar or masthead at the top of every screen inside the Ascribe intranet application Here is the default masthead graphic a cri De internet solutions for churches Change the color of the masthead 1 Go to the skins module and click the f button for the Ascribe skin 2 Scroll down to the Masthead section Click the button to pick a new background color Otherwise if you know the h
25. and to see any other pictures that are associated with this person If no picture is available a link will be provided to allow you to upload one for the person Function Links Based on a person s permission level some or none of the following function links will be displayed Add contribution enter a financial giving contribution for this person requires bookkeeper privilege Add visitation enter a hospital visitation request on behalf of this person requires data entry privilege Add prayer request enter a prayer request for this person requires prayer privilege Add praise report enter a praise report for this person requires prayer privilege Extra grace required Set this person as requiring extra grace This function link will toggle this setting on and off requires counseling privilege Putin new family This is a very useful function when a child grows up and establishes his her own household Use this function to take the person out of their current family and create a brand new household based on this person s record Ascribe User Manual 15 including financial giving records requires data entry privilege Email password This function will reset the password to some random password and email it to the person s email address NOTE The person s old password will no longer work He will have to log in using the new password sent to his email address and the
26. cribe She logs into Ascribe and looks individually at each of the new people that were added to the goal One of the newcomers is a woman named Carleen Rebecca notices from the hobbies field that Carleen likes to run So she sets Sharon the leader of the Running Club to mentor Carleen When she does so Ascribe automatically sends out an email to Sharon asking her to follow up with Carleen On Monday morning Sharon checks her email and finds out that she has been assigned a newcomer named Carleen to welcome The email contains Sharon s contact information Later that day Sharon phones Carleen on her cell phone and after chatting for a while invites Carleen to meet up with her and some of the other members of the Running Club the following Sunday after church After hanging up Sharon logs into Ascribe and goes to her My Disciples page and finds Carleen s discipleship record She clicks the i button next to the welcome phone call step and writes a little note about her conversation with Sharon Then she sets the welcome phone call step as achieved Ascribe User Manual Discipleship 27 On Tuesday afternoon Barbara the church office manager works on the pastors welcome letter mail out Going to the Discipleship module she clicks on the A icon for the Newcomer Welcome goal This takes her to a listing of all the newcomers being welcomed She drills down to a listing of all newcomers who have not yet received a welcome letter from t
27. desiedicanepsdoeansidee 25 Church volunteers and staff perspective ccceeecseeccccceceeeeeesseeeceeeeeeeaeeeeees 26 Finding the TIN OG UC sesser o e E E A E e ENE Esait Zz Ascribe User Manual 1V Ascribe Discipleship COONS cee EN 28 Create a discipleship Toal sessions neapero a RSE iasa 28 Understanding the goal record View eessessseoeeessssssssseerrsssssssscerressssseseerees 29 TL a PE N EE E E E E E E E E EEE E uses 29 IN oE io o E A EA E A E AE E 30 aE EIE E a E T E E A 30 EAEE e EEEE N TEN E EE EAE eee 31 Understanding the disciples listing nnoossseooeesssssseeeerrsssssssseerrsssssssseeeees 31 List disciples by goal achievement Status ccccccccccsssseeseececeeeeeeeeeeeeeeeees 31 List disciples by step achievement Status cccccccccccssseseseeceeeeeeeaaeeeseeeeeees 31 Print mail merged letters to people being discipled cccceesseeeeeeeeeees 33 Print a call list of people being discipled 20 0 cccesssseeeeeceeeeeeeaeeseseeeeees 33 Goa MEMON ee acetate nsec menunncpue seme E doeeeeveneeie 34 PROG MCI OFS 10 0 GOAL E A A AS 34 Manually set a mentor for a CISCIPle ee eeeeceeccccccceeeeeeeeeecceeeeeeaaeeeseeeeeees 34 Mentor Mentoree Pairing Mode ccccccsssssssseeceeecceeaeeeseeecceceeesaaaeesseeeeees 35 RON ON e A E E EE 35 Phone numbers listed 1n edit fOrM 2 0 ccc cccncnneeeteeeeeseeeeeeeeeeeeeeeeeeeeeaaeeas 36 Entering a contact log note f
28. dresses One of the best benefits of the Ascribe CMS is that you can set easy to understand file names for your pages If you have an About Us page on your web site Ascribe allows you to publish it to http www your domain com about_us html Other content management systems force you to use website page URLs like http www your domain com templates cusmyopendoor details asp id 28065 amp PID 195238 e Or http www your domain com w_page php id 65 amp type section If you are the leader of the college age ministry called Xtreme at your church you would probably much rather put www your domain com xtreme ntm1 Into the signature line of your emails than www your domain com templates cusmyopendoor details asp id 28065 amp PID 195238 Ascribe User Manual 42 Web Publishing Ten steps to an Ascribe powered website Creating a website is never a quick one step process It requires time and planning But if you follow these steps you should have your Ascribe powered website up and running in short order 1 Purchase a domain name for your church website Think about the focus of the site Is it targeted to church members believers looking for a church unchurched non believers 3 Create a site map which lists all the titles of the pages you wish to have in the website in order to reach your goals for the site 4 Write out the content of each of the pages of your website This will probably be the most time consumin
29. e church designed a carefully thought out process to make sure each person who visits the church is shown the love of Christ by being warmly welcomed Ascribe can be used to help manage this process on the backend Imagine this scenario The church has a team of four volunteers who each takes home a share of the welcome visitor cards filled out each week at the end of the last service on Sunday Mark is one of these data entry volunteers On Sunday afternoon he takes his laptop to a nearby Starbucks and using the T Mobile Hotspot connects to the Internet and logs into Ascribe Today he has eleven visitor cards Five of them have the first time visitor box checked For those five Mark makes sure to check to initiate the Newcomer Welcome goal at the bottom of the Add a new Person form as he creates new person records for them Rebecca is the goal manager for the Newcomer Welcome goal which has been set up for mentoring For each of first time visitors whom Mark and the other data entry volunteers entered into the system and initiated the Newcomer Welcome goal Ascribe automatically sends an email to Rebecca informing her that the goal had been started for a particular first time visitor The email asks Rebecca to log into Ascribe and assign a mentor to the newcomer On Sunday night after Mark and the other data entry people had finished entering all the welcome visitor cards Rebecca turns on her home computer and sees that she has 14 emails from As
30. e for following up with a disciple and helping them achieve each step in a goal Add mentors to a goal 1 Go to a goal record 2 Click on the Mentors a icon in the record toolbar Newcomer Welcome AJA x D amp fiew Edit Delete Placement New Goal Add Step Mentors Disciples 3 You will be asked to enter the first few letters of the last name of an existing person in the database to be added as a mentor First Name Last Name 4 Select a person to be a mentor from the search results a Max Mentorees Maximum number of mentorees this person can take on for this goal E ana Feldman Darlene sue FF fe nmn borgol inaa a on Currently involved with or available to I Lini search ani k provide spiritual mentoring in this goal active members regular Note attenders or siafft To select multiple persons hold the CTRL button down on the 3 person s were found keyboard as you click people with your Mouse 5 Click the button Manually set a mentor for a disciple 1 Go to a goal record 2 Click on the Disciples ee button in the goal toolbar Ascribe User Manual Discipleship 35 3 Click the Please select a mentor link for a disciple who has not yet been assigned a mentor A or s Click on the J icon to view this person s goal status record Then click on the Mentor A icon in the toolbar 4 Select the appropriate mentor 5 Click the button Once the mentor is set Ascribe will attempt
31. e g groups web pages discipleship goals 2 Inthe table of hierarchical relationships between this record and other records locate the Primary Parent relationship Click on the Reassign button 3 Click the Reassign as primary parent button for the new primary parent 4 Click Finished to return to the Adjust Hierarchical Placement page for the record Ascribe User Manual Getting Around Ascribe 7 What is a secondary parent Some modules that organize records hierarchically allow for secondary parent relationships While every record must have a primary parent secondary parents are optional When a secondary parent relationship is established then the record will appear under the secondary parent s as well as under the primary parent Add secondary parent 1 Click on the Adjust Hierarchical Placement button for a record of a module which organizes records hierarchically e g groups web pages discipleship goals 2 Under Additional Functions click Add Secondary Parent 3 Click the Select as secondary parent button for the desired secondary parent Fixing the tree Some times after adjusting the hierarchical placement of records the tree gets out of alignment If this happens a user with the Administrator permission may click the Fix Tree button to correct the problem Adobe Acrobat PDF Reports letters contribution batch deposit summaries tax deductible giving statements and other reports These repo
32. eee eaten eeatevectcatepaeteatuces 43 PPG TVS TOG e E EN NES 43 Ascribe User Manual Brand the Ascribe with your church logo and colors cccececcccccssseeeeeeeeeeeeeeeeeeeees 43 CAMS OMI Ze He aS AGl e E E E T 43 Setting the church logo for printed reports cc eeececcccececeeeseeeeeeeeeeeeeeeeeeeeees 44 CO e E E E E E E E S 44 TCIM A E E EA E E ETE 45 SUPP d document Ty DeSean rE OEE 45 Character Set Encoding UTF 8 sssssssseeeessssssseseeresssssssecerrsssssssseerressssssees 46 E FS O e E E E EE E E ENEN 46 PEACE TS ALG ee E 47 TOS Te ALANS E E nae sonctaucnenginnepessesnsdeat etme sunsusasnanessomsnasenagieses 47 LOO P O tenner ene ere ee rer ene pre rer reer tear ere rere ery eter A 48 eoe Ena EI A E tase nce E E E E EE 49 PPI T e E E E E E A O E E E E E S 50 Monu N vao aaen E a E E R E A E E E EEE 50 Email and Pint SK GS srceenceceesetectsecanecennetive nni r E 50 Ascribe User Manual Getting Started 1 Chapter 1 Getting Started Whats Your Ministry People or Computers Network servers Backup tapes Upgrade installations Hardware maintenance Troubleshooting Security Your favorite ministry tasks right Didn t think so That s why more experts are recommending web based software On November 1 2005 Bill Gates proclaimed that we are in the Live era where software is delivered via the web and your data is always online What makes web based software so attractive is its
33. elopment still requires some familiarity with HTML TIP If you do not know what HTML looks like open your browser and right click anywhere on the page Select View Page Source or View Source You ll see the HTML code which defines the format of the page The following is a listing of the ten different templates which can be set for each skin Internet for regular public webpages Extranet for private pages which require members to login Login login form for private extranet pages Logout page to show upon logging out from the extranet Email for some automatic emails sent out by Ascribe Print print versions of webpages Popup for popup windows Unavailable page to show when the website is unavailable Section Header partial page portion just for a section header Sub Section partial page portion for a sub section Supported document types Ascribe only supports HTML templates XHTML templates are not supported The first line of tall the templates except for the Section Header and Sub Section templates should include a DOCTYPE definition in the first line of the template Ascribe supports the following DOCTYPE lt DOCTYPE HTML PUBLIC W3C DTD HTML 4 01 Transitional EN http www w3 org TR html14 loose dtd gt Ascribe User Manual 46 Skins Character Set Encoding UTF 8 Ascribe uses Unicode encoding For all pages that it publishes Ascribe will automatically add the f
34. ender Birthdate or sp Marital Status or us Wedding Date or anniversary Current Education Level or curr_edu_level Current School College or curr_schoo1 High School Class or hs_year Highest Education Level or edau_ieve1 Use one of the above field names to label each column in the data file in the first row Use each row after that for each person s record that you wish to import See the complete listing of Importable Fields in the People Import module Once you are done with the data file Save As to the comma separated values CSV file format File name data_import_file csv save as type fat Comma delimited csv Ascribe User Manual Person Records Management 21 Import people data 1 Inthe person module click the Import button You are here Home gt Persons gt Persons Add a new Person Advanced Search Browse Deleted Persons Alternatively you can reach the People Data Import module by using the main menu and going to Home gt Persons gt Person Management gt People Import 2 Upload the data file to Ascribe Click the Browse button select the data file which is saved on your computer Then click the Upload Data File button to upload the file Data File Pe Browse The maximum file size allowed is 1 00 MB Text File Type comma seperated values CSV C tab delimited C fields seperated by 3 Match fields Ascribe will analyze
35. es Begin by familiarizing yourself with the modules available to you by examining the orange menu bar Start Page Upon logging into the intranet the user is shown the intranet portal Here the user is presented with a number of blocks showing information from within Ascribe For example one block could be listing the latest announcements targeted for staff and volunteers Another block could list the top five favorites of the user The portal can be configured according to the users tastes Blocks can be added and removed Blocks can be rearranged to on the page These settings saved and will remain just as it was set the next time he she logs into Ascribe Get Help Click on the amp Help icon in the upper right hand corner of the screen at any time to launch the Ascribe help manual Sorting Every listing of records can be sorted by various fields Look for the or icons next to a column header within a spreadsheet of records You may click any clickable column header to sort records by that column For example in the listing of persons there you may sort person records either by Name Household or Address Clicking the column header for a spreadsheet already sorted by that column will then resort the spreadsheet in the opposite order Paging through records Ascribe lists records in a spreadsheet like table Usually not all records in the database can be displayed on a single page Therefore Ascribe shows only a limited
36. estion and click on the icon at the end of the step s row Steps Default Days to Deadline Linked Event Type Welcome phone call or email 2 ql meet for coffee 8 Meet at church 7 A K q Ax Add another step to this goal Method 2 From the disciple listing use the drop down menu labeled Show List of Persons Discipled Under Goal to list information about a certain step Show List of Persons Discipled Under Goal Select Goal or Step to Navigate v Advanced Search Browse Select Goal or Step to Navigate Goal Newcomer Welcome gt Active View ral Pending Y Ad Sorted by Status ascending Once you have successfully listed disciples by a particular step you will see a listing like this one Show List of Persons Discipled Under Goal Select Goal or Step to Navigate Advanced Search Browse Goal Newcomer Welcome gt Step Pastor s welcome letter gt Persons Being Discipled Under This Step a Due This Week Fa Due Today A Overdue W Achieved D Email Labels Letters Export Showing all 2 Persons Being Discipled Under This Step Show per page f Name Target Date Days To Target Crove Rachel Dec 19 2005 3 Ql es Latte Arthur Dec 18 2005 q ip Notice how now the list shows the target dates for just this step Plus it also now shows the days to target meaning the number of days until this step s deadline Ascribe User Manual Discipleship 33 Print mail mer
37. exadecimal value of the color you wish to use enter it into the Background Color field Ascribe User Manual 44 3 Skins For the new background color to take effect you must publish the skin by clicking on the Publish Skin button Change the masthead graphic de Using a graphics program such as Macromedia Fireworks or Adobe Photoshop you can create your own masthead graphic which has your church logo and tagline Create a graphic is the GIF format with dimensions of 390 x 41 pixels Make sure the background color of the new masthead graphic matches the background color set for the masthead Go to the skins module and click the File Manager icon for the Ascribe skin You will see a listing of all the files in the top directory of this files folder for the Ascribe skin Scroll down until you find the file named 1ogo gi and Click it Click the Browse button for the Replace this file section Locate your new masthead graphic Click the button Setting the church logo for printed reports Printable HTML reports and the tax deductible giving statements in the PDF format include a logo for your church This logo must be found in the Default Skin for Internet and Extranet Pages with a file name of print_iogo png 1 2 Create the church logo and save it as a PNG 8 graphic file Determine which skin is the Default Skin for Internet and Extranet Pages by going to the skins module and click on the Ascribe Sk
38. finding an address attached to a phone number If a person has an email address you may click the email address to write an email to the person using your computer s normal email program e Electronic business card Click on the icon to download an electronic business card 1 e a vCard file which can be imported into your personal information manager PIM program s address book You may have a PIM such as Microsoft Outlook already installed on your computer which can import these electronic business cards e View Click on the amp icon to view this person s record e Edit Click on the i icon to edit this person s record e Delete Click on the icon to delete this person s record For most modules within Ascribe when you click on this icon Ascribe will ask you to confirm whether you really want to delete the record However Ascribe will not do so when deleting person records Instead the record is put into the Deleted Persons folder Create a person record 1 Inthe person module click the Add a new Person bution You are here Home gt Persons gt Persons Advanced Search Browse Deleted Persons Import 2 Fill in the person s name and then click the Check for duplicate person button If no pre existing person of the same name is found Ascribe will report that No matches were found and display the household section Keyboard shortcut tip When the form loads up use ALT F on your keyboard t
39. g steps in the process as it will require that you get information from every ministry in your church 5 Collect graphics and photos that you wish to use to decorate the site 6 Design the website using professional web design software such as Macromedia Dreamweaver and Adobe Photoshop 7 Create one or more skins in Ascribe using HTML templates based on the HTML code from your web design s 8 Use the web pages module in Ascribe to create and input all your pages and content and in so doing build out the hierarchical site map of the site 9 Use the various content management modules to enter data for the database driven pages in the site For example enter all the upcoming events into the events module so that when you publish the church event calendar on the website it will have events in it 10 Publish the site using Ascribe The most important component to any media piece 1s what you re saying rather than the media you use to deliver your message For example a writer s words are much more crucial to the success of a news story than the word processing program he used to type it out In the same way your creative efforts to write the content of your website and to design its graphic elements are much more important than the content management system you use to publish it to the Internet Notice that the above steps through 6 have nothing to do with Ascribe In order to create any website you will need to invest significant time
40. ged letters to people being discipled You can set up letter templates that using the Letter Templates module which you plan to regularly use for a particular step in the discipleship process After listing disciples by that step click on the Letters link at the upper right hand corner of the listing 98 Export D Email Labels Print a call list of people being discipled 1 Click on the Export link at the upper right hand corner of a disciple listing D Email Labels Letters Export riri 1 2 Select Printer Friendly HTML Format Comma Separated Values Compatible with with spreadsheet software Tab Delimited Text Compatible with with spreadsheet software C Microsoft Excel inter Friendly HTML Mailing Labels Requires the free Adobe Acrobat Reader Note that those whose mail preferences have been set to no mail will not be included C Mail Merged Letter Requires the free Adobe Acrobat Reader Note that those whose mail preferences have been set to no mail will not be included wCard vCards can be imported into handheld organizers cell phones or email programs 3 Click the button 4 Select which fields to be included in your Call List 5 Click the button Ascribe User Manual 34 Discipleship Goal mentors When you enable mentoring for a discipleship goal Ascribe will allow you to assign mentors to specific disciples Mentors are people who are responsibl
41. hat there was an error with the file the module can also automatically remove the person records created with that upload file Basically you can import people data with the security of mind of knowing that you can also undo the import if necessary Prepare a data import file Prepare your data file using a spreadsheet program such as Microsoft Excel Here is an example of what this data file can look like FName LName Address city state Zip country HMPhone Ascribe User Manual 20 Aaron Abergas 95 229 Kaopuu Loop Aina Abergas 95 229 Kaopuu Loop Kona Abergas 95 229 Kaopuu Loop Michelle Abergas 95 229 Kaopuu Loop Whitfield Mililani Mililani Mililani Person Records Management HI 96789 US 685 3224 HI 96789 US 685 3224 HI 96789 US 685 3224 HI 96789 US 685 3224 The following are some of the common fields can be imported using this tool First Name or FName Middle Initial or ur Last Name or tame Prefix Or name_prefix Suffix Or name_suffix Full Name or name_combined Short Salutation Name or salutation_name Nick Name or nick_name Required Address Line or address Optional Address Line or address2 City or city State or state ZIP Code or zip Country or country Home Phone or nmPhone Work Phone or wxenone Mobile Phone or cei1 Pager Fax Other Phone or other Email Homepage Or homepage Hobbies or hobbies Occupation Employer Member Status or status G
42. he form is a listing of all the steps in the goal Goal steps Every goal is made up of incremental steps which lead up to the achievement of the goal for a person For example if the goal is Water Baptism a preliminary step may be Expressed Interest to record the date on which the person expressed interest in getting water baptized An optional subsequent step may be Attended Water Baptism Bible Study Be sure to always also include a final step for the actual achievement of the goal such as Water Baptized Ascribe User Manual 30 Discipleship Whenever you create a new discipleship goal Ascribe will automatically set it up with two generic steps expressed interest due in 15 days and the achievement of the goal due in 30 days After creating the goal you should customize these and add any additional steps that make sense for the goal For every discipleship goal you can set an unlimited number of steps These are measurable steps which allow you to track a person s progress toward achieving the goal Once you start a goal for a person Ascribe will automatically schedule out target dates for each step to be accomplished based on today s date Edit a goal step 1 Go to the discipleship goal record 2 Click the J icon for the step you wish to modify 3 Edit the Name of the step if you wish 4 Tochange the number of days out from the date when a goal is started for person when Ascribe should schedule a steps completio
43. he pastor She uses Ascribe s mail merge function to generate mail merge letters to all of them Barbara also uses Ascribe s label function to generate mailing labels After printing she gets Pastor Bob to sign all of the letters and sends out the letters Finally Barbara marks down in Ascribe that pastor s welcome letter step was completed for all those people On the following Sunday Sharon meets up with Carleen after church and introduces her to several of the other members of the Running Club Carleen seems to quickly take to Anne who invites Carleen to meet her for coffee later that week That evening Sharon logs into Ascribe and writes a note in Carleen s discipleship record about how she met up with several members of the Running Club and how Anne was planning on having coffee with her She marks the date when the Meet at church step was completed A few days later Anne phones Sharon and tells her how much she enjoyed meeting up with Carleen at Starbucks and how Carleen plans to join them at the club s normal running day on Wednesday afternoons Sharon logs into Ascribe again and writes another note She marks the date when the Meet for coffee step was completed and that the entire Newcomer Welcome goal was achieved Finding the module The Discipleship module is found just off the main menu under Persons Advanced Person Search Visitation Requests Ascribe User Manual 28 Discipleship Discipleship goals
44. hp action email_form amp page_id page_id gt lt img src client_private_url skins page_skin_name files icons 16x16 email gif border 0 gt femail title lt a gt In order for this link to work properly the nret parameter of the a tag must be ascribe_client_url sp php action email_form amp page_id page_id But you may change out the graphic or anything else Ascribe User Manual Skins 51 Print Page Template The print page link template accepts these curly brace placeholders e page id e fascri be client url e client_private_url e print_title e page_skin_name Here is a simple example of a print page link template lt a href ascribe_client_url sp php action print amp page_id page_id target _blank gt lt img src client_private_url skins page_skin_name files icons 16x16 printer gif border 0 gt lprint_ titlej lt a gt In order for this link to work properly the nret parameter of the a tag must be ascribe_client_url sp php action print amp page_id page_id But you may change out the graphic or anything else Ascribe User Manual
45. ibe just below the header to the right side you will often see the following buttons which allow you to move to another record or back to a listing of records go to the previous record go to the next record go to a listing of records Logout It is important for you to logout after each time you use Ascribe for security reasons If you were to remain logged in and walk away from you desk some one could very easily go in and view information he or she shouldn t or create edit delete information with your username Ascribe User Manual Getting Around Ascribe 5 To logout click on the 4 Logout link at the top of every screen Auto Logout While you are using Ascribe it will keep track of how long you have left a page open If you exceed the maximum time allotted the system will automatically log you out It will flash a popup screen warning alerting you that you will soon be logged out For this reason if you have a form open and have entered information into it make sure you have saved the information before leaving your computer If you are automatically logged out the information in the form will be lost Change your password 1 Go to the My Ascribe Preferences page by clicking on the link at the top of every screen which looks like this My Preferences 2 Enter your new password twice for verification Your password must be at least 5 characters long 3 Click the _ button Tips for crea
46. in Configuration button Note which skin is selected for the Default Skin for Internet and Extranet Pages Go to the skins module and click the File Manager icon for that Default Skin for Internet and Extranet Pages Find the file named named print _iogo gif and click it Click the Browse button for the Replace this file section Locate your prepared church logo graphic in the PNG 8 format Click the button Cloning a skin A skin contains a LOT of information many color settings to HTML templates unlimited files in a directory structure font settings unlimited CSS text styles and menu settings Ascribe User Manual Skins 45 Because so many elements are involved when building a skin it is best to clone an existing skin rather to create one from scratch 1 Go to the skins module and click on the icon for the skin you wish to clone 2 Click the Clone button 3 Type in a name for the new skin 4 Click the Skin button 5 To go to the cloned skin click on the name of the skin record displayed Templates An Ascribe template is a HTML document which contains curly brace field placeholders These templates are used to define the structure and format of your web page The templates portion of building a skin requires knowledge of HTML Alternatively you can design web pages using a web development tool such as Macromedia Dreamweaver and export the HTML for use in Ascribe However template dev
47. ingl E Single 4 5 6 7 8 9 W C Married a e o 5 6 p E Separated il 53 HH Be BS 4 5 amp 7 BW Hw H Member Status Active Member Tus Dec G C Regular Attender C visitar C Vendor 7 In the discipleship module section click any goal which you wish to initiate for this person If you have a discipleship goal set up to follow up with new comers you might wish to use this section to initiate the new comer goal Time saving tip If you are inputting a multiple new comers into the system check off Remember for next new person in order to have this discipleship goal pre checked for the next person 8 In the group membership section you can set this new person to be a member of a group This allows you to rapidly enter both new people into the database who are all in the same group Time saving tip If you are inputting a multiple new people for a particular group check off Remember for next new person in order to have group membership details pre filled for the next person button either at the bottom of the form 9 Click the Understanding the person record Person Toolbar Below is an example of the toolbar displayed at the top of a person s record Mr Gordon Feldman Esq Select a function Mr Gordon Feldman Esq person profile LON Aaaa 2 Family Prayer Notes Disciple Groups Attendance Photos Finance Address Account Activity View Edit Delete oog mM aii a EC T Wy Taia we ee bhas Eee ee rt be Ard Ce
48. l people discipled under a certain discipleship goal can be read by going to the goal record From within the Discipleship module any time you see an 1S icon you can click it to set a contact log note for a person Ascribe User Manual 36 Phone numbers listed in edit form While entering contact log notes any contact a information will be listed on the left side This is Entry useful when making phone calls and recording notes at the same time Email 2 latte ascribedata com Any relevant discipleship information will also be listed on the left side aar Entering a contact log note from a person record 1 Go to aperson s record 2 Click on the j s Notes button in the person record toolbar 3 Fill out the note in the Log Entry field 4 lf categories have been set in the Notes module select a category Phone Call 5 Check the Flagged box if you wish this note to be flagged 6 Check the Private box if you want to hide this note from other users Flagged notes You may flag notes so that you and other users with the Discipleship privilege can know to follow up on a particular note Flagged notes are displayed on the Start Page for all users with the Discipleship privilege You are here Home gt My Ascribe gt Elim Church Intranet Configure content and layout Flagged Notes W jane Graham Called and she is interested to attend evangelistic bible study W Mike Chan Came i
49. lt tr valign top gt lt td align right style padding right 10px gt lt b gt username_str lt b gt lt td gt lt td gt lt input type text name username value username_existing size 13 maxlength 32 gt lt td gt lt tr gt lt tr valign top gt lt td align right style padding right 0px gt lt b gt password _str lt b gt lt td gt lt td gt lt input type password name password value username_existing size 13 maxlength 32 gt lt td gt a7 Cre lt tre lt tds lt td gt lt td style padding top Spx gt lt input type submit value login_str class asc_button_form onmouseover className asc_button_form_hover enmouseout className asc_ button form s gt lt td gt lt tr gt lt table gt lt div gt lt p gt forgot_password_link lt p gt p gt i Copyright _notice lt 7p gt lt body gt lt html gt Be sure to add the neaa placeholder in the head tag Ascribe will add some special code which will detect the member s timezone in the world to properly display a timestamp according to the member s proper timezone Logout template This template is used for displaying the logout confirmation page after a member logs out of the extranet The first line of the template should be the HTML 4 01 Transitional DOCTYPE definition The logout template accepts these curly brace placeholders e site _name o seconds to forward logout to login page_headline
50. mat Birthdate 01 01 1981 MM DD YYYY Then scroll down until you find the Member Status and Gender sections Click the appropriate checkboxes Member Status Active Member Staff Regular Attender Church Planter Visitor Vendor Out of Town Denomination Inactive unspecified Gender Vo gt male Female unspecified Whenever you enter more than one search parameter a person must fulfill each parameter to be included in the search results Ascribe User Manual 18 Save advanced search parameters Do you do the same search on a regular basis You can save your advanced searches by saving it to your Favorites To do so after running an advanced search click the yf Add to Favorites link at the top of the screen You can then re run this same advanced search at any time by clicking on in your favorite links on the Start Page or in your Favorites module How to get to the Favorites module On the main menu bar position your mouse over My Ascribe In the drop down menu click on Favorites Export advanced search results If more than one person was returned in your advanced search results Ascribe will show you a listing of persons In the upper right hand corner of this listing click on one of these export buttons to use the standard export features for the person module DeEmail Labels Letters Export Ascribe User Manual Person Records Management 19 Chapter 4 Person Records Ma
51. mes can be illegible Sometimes misspellings due to by illegible writing cause duplicate records Database managers sometimes refer to the removal of duplicate records as scrubbing the database This is an important process in maintaining a current database so that you can always have accurate counts of active members and make sure you keep Merging duplicates from a person record If you know that a person has multiple records within the system go to one of their records In the Function Links section under their photo click on search for duplicate Function Links add contribution add visitation add prayer request add praise report extra grace required add a new household or organization email password search for duplicate Ascribe will then search for duplicate records that match the person s first and last name If any are found you will be prompted to proceed with a merge Searching for duplicates To search for duplicates go to the person module Scan the person listing for duplicate names When you find one hold the SHIFT key down while clicking on the person s name of one of the duplicate records This will open that record into a new browser window Then under the Function Links section click on the search for duplicate link Once the merge has taken place close this browser window and return to the original browser window showing the person listing Then you can continue scanning the persons listing for po
52. n WA Jt sm ha a reuse Lal so L rested ri Jp lt t A FU PAi OY Cid il l a5C0 Peeoread d Sp iM tl Livi am Li LT Theat LE une In the blue header bar the person s name will be listed The name is clickable so that no matter which sub page you go to for this person the main record page for the person is only one click away A variety of functions and sub modules are available in the drop down list Ascribe User Manual 13 on the right side of that header bar The sub modules are also available by clicking on one of the icons in the toolbar A mini version of this toolbar will show for all sub modules AU Notes iui a 7 Discipleship Y Groups RR Attendance Photos Finance A Addresses Account a Activity Logs Main person record page Person s family nhousehold record Person s prayer requests Person s notes and contact logs These notes can be flagged for display in a flagged notes module in the start pages of users with the Counseling privilege Person s discipleship goal history Use this sub module to track connection assimilation follow up efforts with this person View add group memberships for this person View all the events attended by this person Person s photos Giving history View all the person s addresses Give person a username and password and set his her permissions to allow access to the Ascribe intranet and extranet List of all this user s action
53. n and needed prayer for son who fell from a wall Ascribe User Manual Discipleship 37 There are multiple ways to flag a note You can click the Flagged box when editing a note When viewing a list of notes within a person record you can click on the grayed out flag in order to flag a note Date Time Written You can also flag a note by clicking on the Unflagged button with the grayed out flag in the record toolbar when viewing a note record His wife Angela is eight months pre AR a Edit Delete Unflagged Not Private You can unflag a flagged note by clicking on the red flag icon Viewing all contact log notes for all people To view all contact logs for all people entered into Ascribe go to the Notes module a cribe internet solutions fo Advanced Person Search Ferson Management Add a New Person Households Email Campaigns Fraise Reports Frayer Requests Visitation Requests Ascribe User Manual 38 Discipleship Contact log note categories Sometimes it is helpful to categorize notes You can do this by going to Notes module and clicking on the Add a new Category button You are here Home Persons gt Motes gt Person Notes Show List of Contact Logs Advanced Search Show List of Categories Once you add note categories then as you enter log notes you can also put them in one of your custom categories Person discipleship Every perso
54. n deadline modify the Default Days to Deadline field value 5 Advanced Tip You may also set the type of event which if a person attends an event of that type then this step will automatically be completed This is useful if event attendance is a step in completing a goal 6 Click the Save Step button Add a goal step 1 Go to the discipleship goal record 2 Click on the button Add Step 3 Setaname for the step 4 Set the default number of days to deadline 5 Click the Add a new Step button Ascribe User Manual Discipleship 31 Goal disciples To list all the persons discipled under a goal click the icon for the goal in the main listing of goals for the Discipleship module Alternatively when you are already in a goal record you can click on the Disciples button on the goal record toolbar Newcomer Welcome q A x zog view Edit Delete Placement New Goal Add Step Mentors Understanding the disciples listing The person listing for a goal allows you to see at a glance which people are being actively discipled in a goal and which steps are past due From this listing you can also use a number of standard export options email labels mail merged letters printable reports and Excel spreadsheets Advanced Search Browse Show List of Persons Discipled Under Goal Select Goal or Step to Navigate Goal Newcomer Welcome gt Active Persons Discipled Under This Goal E
55. n record s main page has a Discipleship section that displays a person s spiritual history This same spiritual history is available via the discipleship sub module under this person s record To access this sub module go to a person s record and click on the Disciple icon in the toolbar Begin discipleship for a person Before discipleship goal process can be tracked for a person you must first begin discipleship for her If discipleship has not yet begun for a person you will be presented with a Begin Discipleship button in the Discipleship section of her record s main page and also in the discipleship sub module Begin Discipleship The discipleship process has not yet been initiated for this person To begin actively monitoring the discipleship progress for this person click the Begin Discipleship button Person s spiritual history Once discipleship has begun for a person all the discipleship goals that are defined in the Discipleship module will be displayed both in the Discipleship section of the person s main record page and in the Discipleship sub module M Salvation Saved on Tuesday August 17 1993 ql L Membership Class requires Water Baptism ALPHA Course Achieved on Sunday December 14 2003 e M Life Change Class Achieved on Sunday July 25 2004 ql Ascribe User Manual Discipleship 39 Set a goal as achieved today 1 Goto aperson s record and scroll down to the Discipleship section or
56. n reset the password to whatever he chooses requires data entry privilege Search for duplicate Will scan the database for possible matching duplicate records and prompt you to consolidate records if any are found Electronic business card Click on the icon to download an electronic business card i e a vCard file which can be imported into your personal information manager PIM program s address book You may have a PIM such as Microsoft Outlook already installed on your computer which can import these electronic business cards The remaining two columns of the main person record list various contact household and demographic information Address The next two columns display his address and contact info Clicking on the icon next to an address will open a new browser window to attempt to map this address on YAHOO LOCAL Contact Info Clicking on the icon next toa phone number will open a new browser window to research this phone number onGoogle Household In the third column will begin with this person s household name and listing of all the people in the household You may click on the household name to view his household My record Another way to view this person s household is to click on the a icon in the toolbar Other parts to the person record If you have the Discipleship privilege the person s discipleship history will be listed as well as some of the latest contact notes for the person
57. nagement Deleted Persons When you delete a person s record in Ascribe the record is not actually get deleted Instead it is put into the Deleted Persons module To view the deleted persons in the person module click the Deleted Persons button You are here Home Persons gt Persons Addanew Person AdvancedSearch Browse Import Alternatively you can reach the Deleted Persons module by using the main menu and going to Home gt Persons gt Person Management gt Deleted Persons In the listing of deleted persons click the icon to undelete a person record Click the icon to permanently delete a person s record If a person s record has been deleted no emails will be sent to them from Ascribe Also Ascribe will not include them in mail merged letters or mailing labels To permanently delete all deleted persons click the Permanently Delete All button in the Deleted Persons module You are here Home gt Persons gt Person Management gt Deleted Persons gt Deleted Persons Advanced Search Browse People Data Import You can rapidly import person records complete with name address contact information and much more You just have to create a data file in the tab delimited text format containing that the information for people that you want to import into Ascribe Upload the file with this module and the batch of person records found in the file will be rapidly created in Ascribe If you find t
58. o position cursor in the First Name field Ascribe User Manual 10 PERSON NAME Prefix First Name Initial Last Name Suffix Mo matches were found lf a duplicate was found Ascribe will ask you if you want to edit the matched person or create a new person record This innovative feature of Ascribe prevents the common database problem of duplicate records 3 Select the type of household into which this person should be placed Most of the time you would click on family HOUSEHOLD OR ORGANIZATION Place person Ina f family business church government agency non profit C Place person in an existing family C Place person in a new family 4 Now you much choose whether to place this person into an existing family or into a new family If you select to place the person into a new family you will be then asked to select the role this person should have within her family HOUSEHOLD OR ORGANIZATION Place person ina famihy business church f government agency b non profit C Place person in an existing family Place person in a new family Select this person s role in the family Head of Household Spouse C Child C Other Friend C Unknown If you choose to place the person into an existing family you will be asked to search for the existing family Type the first few letters of the existing family s last name to perform the search Click on the appropriate family and then click on the
59. of the Default Skin for Internet and Extranet Pages is used for sending out automatic email messages such as password notifications and alerts such as mentor assignments in the discipleship module You should customize this email template to reflect the logo and color scheme of your church The email template accepts these curly brace placeholders e email_body e font_2_name page_bgcolor head e Tf nction button color e client_private_url line color public_skin_name o font_1_name Here is a simple example of an email template lt html gt lt head gt lt style gt lt body td a p fon t fa amily tahoma arial sans serif font size x small table color 0000cc text decoration none td email_body color 0000cc text decoration none border collapse collapse border 1px solid 000000 padding 12px j gt lt style gt head lt head gt lt body bogcolor function button _color gt lt br gt lt table border 0 width 85 cellpadding 0 cellspacing 0 align center valign middle gt lt tr gt lt td gt lt img sro client private_url skings public _ekin name files logo git border 0 lt brs lt bre lt tds lt trs lt tr gt lt td class email_body bgcolor page_bgcolor gt email_body lt td gt lt tr gt lt table gt lt body gt lt html gt Ascribe User Manual 50 Skins Print template If you add the print_iink placeholder
60. ollowing line to the head tag which sets the page to the UTF 8 character set lt meta http equiv Content Type content text html charset utf 8 gt For this reason do not explicitly set the page encoding to any character set in any template Unicode was selected as the supported character set in order to accommodate script in multiple languages such as Chinese Korean and Japanese characters Internet template This template is used for public web pages The first line of the template should be the HTML 4 01 Transitional DOCTYPE definition The following curly brace field placeholders can be used in the Internet template e site_name head module_nav e page_headline e body e email_link e cCopyright_notice e breadcrumb_nav e print Link e title_tag e main_nav e content e meta_description e sub_nav e page_skin_name meta_keywords related_nav Here is an extremely simplified example of an Internet template lt DOCTYPE HTML PUBLIC W3C DID HTML 4 01 Transitional EN http www w3 org TR html4 loose dtd gt lt html gt lt head gt lt title gt title_tag lt title gt lt meta name description content meta_description gt lt meta name keywords content meta_keywords gt head lt head gt lt body body gt lt p gt breadcrumb_nav lt p gt lt p gt main_nav lt p gt lt p gt sub_nav lt p gt lt p gt lt big gt page_headline lt big gt lt p
61. one page of persons to the next and 4 change the number people listed per page Search enter search terms here 2 Email Labels Letters Export Showing of 100 Persons gt by Show 15 per page f Below this will be a listing of persons The following is a sample of a person row Pry Chan Mike Mike amp Elaine 1234 Home 808 941 9531 2 Q Sf x Pa Chan Kapiolani or ary Work f 808 545 2322 Household Honolulu Moble GF 808 225 9376 HI 96822 Pager 773 4093 other 778 2908 Email 3 mchan ascr Ascribe User Manual e Photo If a person has a picture on file in Ascribe a small thumbnail of their photo will show on the left hand side to allow you to quickly scan down a list of people for the person you are looking for e Name In the second column will be his name Clicking on his name will take you to his person record e Household In the third column will be his household name and role in the household You may click on the household name to view his household record e Address and Contact Info The next two columns display his address and contact info Clicking on the icon next to an address will open a new browser window to attempt to map this address on YAHOO LocaL Clicking on the icon next toa phone number will open a new browser window to research this phone number onGoogle This may be useful to attempt to find out more information about a person based on their phone number such as
62. rom a person record cc eeeeeeeeceeeceeeeeeeesseeeeees 36 Piae SC NO Saatchi been EE EE 36 Viewing all contact log notes for all people 0 0 0 0 eeceseeeecceeeeeeeeeeeeeeeeees 37 Contactos note caloto eS eesriie si otasacens E ERI IER 38 Por onene e N teeeatee 38 Begin discipleship for a person esesssseeeeesssssssssserrsssssssseeersssssssssceersssssssees 38 Person s spiritual history sseeeeenesesssseeeresssssssserrrsssssssserrressssssseeeressssseseeeees 38 Seta COAL dS ACME VCO today cecssgatsconauc denian a ERS 39 Set multiple goals as achieved today cccccccssssesseeccceeceeeeeeseeeeceeeeeeaeeeeees 39 Set a goal as achieved on a Certain date enneseseooeeesssssssseeerrsssssssseeresssss 39 Chapter 6 Web PUublisShing cccsssecssssescesseeceseeseeneeeeenseeeeneeeonseesonsessensessones 40 AVC UNO STN Oy C8 VC i args can ects eects ta asearned one don aE enero sa nonaceetaoos IT EE 40 MC weona ter DONNE E serr E detceusedcancideodes 40 Content management system e sssssssseeeeessssssssseerrsssssssreerrsssssssseeersssssssees 40 What kind of website can I make with Ascribe cccccccccesssseesseeeeeeeeeaes 4 Easy to understand web page addresses cccccccccccceesssseeeeceeeeeeaaaeeseeeeeeees 4 Ten steps to an Ascribe powered WeDSIUC cccccccccccceessssseeeceeeeeceaeensseceeeeeeeaaeeeeees 42 UVLO T UNS aa sige irae sane ceca asec aetna
63. rts were generated in the PDF format to specify exact printing dimensions In order to view and print PDF documents you must download and install the Adobe Acrobat Reader Most likely you already have the free Adobe Acrobat Reader installed on your computer If not visit the following website to download the free reader http www adobe com products acrobat readstep2 html 19 Ascribe generates PDF documents for reports such as mailing labels mail merged Adobe Ascribe User Manual 8 Persons Chapter 3 Persons Person records are the basic building block of the Ascribe church membership database Here are some of the fields available for each person e name and nickname e member status e multiple phone numbers e educational level e multiple addresses e school e email address e high school class year e birthday e unlimited photographs marital status and other demographic information Finding the module To get to the person module on the main menu i e the orange bar at the top of every screen click on Persons ad cri De internet solutions for churches Understanding the person listing When you first arrive at the person module Ascribe will present you with a listing of all the persons within the database if any exist At the top of this listing of persons you will see a the following functions These allow you to quickly 1 do a person search 2 export data from the person module 3 navigate from
64. s within the Ascribe intranet Not every user who logs into Ascribe and is able to view a person s record would see all of these icons in the toolbar Ascribe will only present the sub modules which a user has permission to use Similarly in the sample person record below not all the information or links shown will be displayed to all users Ascribe User Manual 14 Main Person Record Pastor Gordon Feldman nick Name Gordie Function Links add contribution add visitation add prayer request add praise report extra grace required put into new famiihy email password search for duplicate Address 1122 Kapahulu St Honolulu HI 96813 US Induded in mailouts JA Q Contact Info Home 123 4556 Mobile F 798 3928 Email gt gordon ascribedata com Homepage 4 yww ascribedata com Contact Preferences Elim eNewsletter Subscription ra Education Current Education Level Graduate The Gordon amp Darlene Feldman Family Gordon Feldman Head of Household Darlene Feldman Spouse Bruce Feldman Child years a GO to household or organization record Church Affiliation Member Status Active Member Home Church New Hope Christian Fellowship Oahu Denomination Foursquare Demographics Birthdate Sat November 15 1969 Age 36 Gender Male Photo At the top of the left hand column a picture of the person will be shown 1f there is one You may click the picture to see a larger version of it
65. ssible duplicates Ascribe User Manual 24 Person Records Management Consolidate two person records Upon searching for duplicates when Ascribe finds two possible duplicates it will present you with a table with three columns The first column will show field values from the first person record the second column values from the second person record and the third column contains editable fields with values that will be retained once the two records are merged Scroll down the form to make sure that the values in the highlighted third column are the a you Di to retain for the person Once you are finished click the A button at the bottom of the form PRIMARY RECORD Secondary Record Field Value to be Saved Record 1186 Record 1343 Photo Photo Photo Photo Unavailable Unavailable Unavailable First Name Kerri Kerri Last Name Alabaster Alabaster nme hn work Phone SEE Ascribe User Manual Discipleship 25 Chapter 5 Discipleship Assimilation and church growth are popular topics in church leadership circles Buzzwords like growth potential visitor retention and fulfillment phase may leave one wondering whether we are talking about church or B2B marketing Yet techniques proven to work in business are not necessarily too unspiritual to be beneficial in churches What matters is a heart to redeem every tool at our disposable for the gospel in order to obey the Lord Jesus command All a
66. te s graphic elements fonts and color scheme The writers and ministry leaders use the content functions to write the text of stories and input data into the site Then the CMS puts integrates the content into the design and publishes the website The beauty of a CMS is that it lets graphic designers do what they do best graphic design And it lets writers focus on what they do best write When everyone does what they do best work gets done faster and better Ascribe User Manual Web Publishing 41 What kind of website can I make with Ascribe With Ascribe you can support virtually any website design Its skin module was designed to flexibly accommodate almost any website template Each skin which your graphic designers setup define a particular look for a webpage You can have as many skins as you like allowing you to have the different sections of your website look different With Ascribe you can publish a website with unlimited pages both static pages and database driven pages Static pages are your common everyday web pages which contain text and graphics Database driven pages are web pages which grab information from the database every time someone wants to view the page Ascribe supports the following types of database driven web pages Event calendars Announcement listings Ministry listings Small group directories Photo galleries Frequently asked questions News articles Custom forms Easy to understand web page ad
67. ting strong passwords e Use passwords with seven characters or longer Ascribe can accommodate passwords of up to 32 characters Include upper and lower case letters numerals symbols Has at least one symbol character in the second through sixth position Has at least four different characters in your password no repeats Looks like a sequence of random letters and numbers Password Don ts Don t use ANY PART of your logon name for your password Don t use any actual word or name in ANY language Don t use numbers in place of similar letters Don t reuse any portion of your old password Don t use consecutive letters or numbers like abcdefg or 234567 Don t use adjacent keys on your keyboard like qwerty Keyboard shortcuts Once you are in one of the modules you may often find shortcuts that make your work faster and easier if you like keyboard shortcuts Look for the underlined letters and usually you can use ALT and the letter to use the link Ascribe User Manual 6 Getting Around Ascribe For example let s say you are on a data entry form Look to see if a field name has an underlined letter If so press ALT and the letter at the same time to jump directly to that field without having to use your mouse If you are on a page that lists data you can position your cursor in the search box by using ALT S You may also use the TAB key to go from one field to the next For keyboard shortcuts that t
68. uthority in heaven and on earth has been given to me Therefore go and make disciples of all nations baptizing them in the name of the Father and of the Son and of the Holy Spirit and teaching them to obey everything I have commanded you And surely I am with you always to the very end of the age Jesus Christ Matthew 28 18 20 Ascribe s discipleship module was crafted to equip churches with tracking tools to make sure people don t fall through the cracks as churches work to obey Christ and make disciples Discipleship module overview Using the discipleship module you can track a person s spiritual progress by setting any number of discipleship goals These goals will be placed in a hierarchy of prerequisites The church should set up goals which make sense for the church For example the first goal could be Salvation then Water Baptism Water baptism would require the prerequisite of Salvation A third goal could be Membership under water baptism Then add any other goals which you wish tracked for every member in the church e g CLASSI CLASS2 CLASS3 etc For every discipleship goal that you create you can establish multiple steps For each person discipled under the goal Ascribe allows you to track their progress step by step until their either achieve the goal or you stop the goal for the person Newcomer Welcome Scenario Suppose we set up a goal to monitor the process designed to warmly welcome a visitor into the church
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