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1. Add Edit Delete RESOURCES SETUP TAB List Data Section e Use this section to manage the values contained in the various pull down lists associated with Resources records such as Managed By and Resource Status values TIP These settings are global settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions a Helpmate Scheduler 2002 3 4 Events Setup Chapter 3 Setup amp Preferences To reach the Events Setup screen select Setup amp Preferences Events Setup from the HS2002 main menubar or Navigation Menu Events Setup List Data Event Categories Grade School Events Event Registration High School Events Status Jr High Events Marriage Retreats Seminars Men s Events Singles Retreats Seminars Women s Events Add Edit Delete EVENTS SETUP TAB List Data Section Use this section to manage the values contained in the various pull down lists associated with Event records TIP These settings are global settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences 2 3 5 People Setup Chapter 3 Setup amp Preferences To reach the People Setup screen select Setup amp Preferences People Setup from the HS2002 main menubar or Navigation Me
2. Go to Today Print Close Help Table 30x96 Table 30x96 Easel with Dry Easel with Dry Erase Board Erase Board Double click on a Date to view a listing of the Day s Resource Reservations or to add a new Reservation c Copyright 2002 Helpmate Technology Solutions 55 Hetpmate Scheduler 2002 The Resource Reservation Calendar will display the name of each Resource in the appropriate day boxes To open more detail about a Resource reservation on the calendar double click the desired day on the calendar and a pop up window will be displayed as shown below You can use this pop up to proceed with opening up the Resource Reservation Detail form which can be used to modify the reservation or you can use the Add New button to create a new Resource reservation for this date amp Resources reserved for 08 30 2002 X Select Item to Open There are 3 Resource reservations on this date EndDate KI Duralite Folding Table 30x96 Furniture Item 08 30 2002 08 31 2002 3M Projector Men s Retreat Electronics Item 08 30 2002 08 31 2002 Easel with Dry Erase Board Men s General Item 08 30 2002 08 31 2002 Add New Resource Reservation for this Date iC Close Cancel c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources s 4 4 Resource Scheduler Chapter 4 Resources To reach the Resource Scheduler select Resources Resource Scheduler from the program s mai
3. The Recurrence Setup button will open the Event Recurrence form where you can configure the recurrence pattern If you open a specific occurrence the Date Time amp Recurrence section of the General tab will appear as shown below c Copyright 2002 Helpmate Technology Solutions a Helpmate Scheduler 2002 The Registration Tab The Registration tab is where you can view and record information about the People in your database who have registered signed up for an Event It s also where you can specify whether or not a registration fee is required and if so the amount Event Detail Men s Retreat fetal cones xs General Registration Resources IV Registration Fee Req d E Reserved Seating Capacity Registration Fee 10 00 gar Max Capacity Registrant Listing Booked Full Pmt Rec d 1 Seabreeze Avenue 07 05 2002 Booked Full Pmt Rec d 123 Never Ending Rd 07 01 2002 Robertson Jr Thomas Booked No Pmt Rec d 3344 Main Street 07 05 2002 0 00 Open Add Remove Registration Report Configurator Created 19 Apr 2002 Last Modified 05 Jul 2002 Last Modified By 52002 f The 3 buttons in the lower left hand corner Open Add and Remove enable you to manage the registration records The Open button will open the selected registration record in the Event Registration Detail form where you can view and or edit any of the registration details Double clicking a registration record from th
4. CSV Comma Separated Variable HTML Format c Copyright 2002 Helpmate Technology Solutions 163 Helpmate Scheduler 2002 9 10 Pull Down Lists Chapter 9 Reference Information In many data entry fields you can click on a down arrow at the right end of the field to drop down a list showing suggested or allowable entries These controls are know as Pull down lists You can also open the list by pressing the lt Alt gt lt Dn Arrow gt keys on your keyboard when the pull down list is the active control You can use your arrow keys to highlight the option you want and press Enter or simply click on the item with your mouse to paste that name in the field Pull down list fields also have an auto fill behavior When you enter characters in the text box portion of a pull down list HS2002 searches the values in the list to find those that match the characters you have typed The pull down list will automatically display the first underlying value that matches the characters entered so far This lets you quickly enter an existing value in a pull down list without displaying the full pull down list or having to click on the down arrow button Shown below is a pull down control which has been opened or expanded by clicking on its down arrow button Status uani Child of Member Deceased Historical Inactive c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 164 9 11 List Boxes
5. STEP 3 Here in Step 3 is where you ll specify exactly which data fields you wish to be included in your report as well as other criteria and details regarding the data fields For each data field you select using one of the Included Fields pull down lists there are several parameters which you can specify for that data field including whether or not you wish to sort on the field if you wish to specify a criteria for the field Where Statement and if you wish to show the field in the output Ifin Step 2 you specified the output method to be a Report then an additional set of parameters will be displayed with options for the field s display on the report In the graphic shown above for Step 3 you can see how the sample Booked amp Paid Reg s for Marriage Conf made in 2002 has been configured There are 9 selected data fields Registration Date Event Name Registration Status Last First Name Address Line 1 Address Line 2 City State PostalCode Home Ph and Work Ph The data will be sorted first by the Registration Date field and then by the Last First Name field The Where Statement of the Registration Date field specifies that only registrations dated in the year 2002 from 01 Jan 2002 through 31 Dec 2002 will be included The Where Statement of the Event Name field adds a further criteria that only registrations for an Event named Marriage Conference are to be included Finally a 3rd criteria is included by the Where S
6. 2002 will enable you and your church to do e Resource amp Asset Tracking record important details about the organization s assets vehicles audio visual equipment books videos etc e Resource amp Asset Scheduling fully manage the scheduling and reservation of resources and assets volunteers staff meeting rooms vehicles etc e Event Registration amp Scheduling manage the various events held by the organization such as retreats workshops seminars etc Enables the organization to keep track of who has paid and who has not and to manage the resources and assets meeting rooms VCRs etc that need to be reserved for the event Chapter 1 Sections Helpmate Technology Solutions License Agreement EULA Products Requirements Installation Licensing Ordering amp Registration Technical Support c Copyright 2002 Helpmate Technology Solutions 7 Helpmate Scheduler 2002 1 2 Helpmate Technology Solutions Chapter 1 Introduction Company History amp Overview Helpmate Technology Solutions HTS is a privately owned software manufacturing company created in 1996 by its President Paul Schuster Since its inception the sole focus of the company has been to design develop market and support the world s finest in church management software IN THE BEGINNING During the summer of 1996 Paul Schuster HTS President was presented with an opportunity from the associate pastor of his local church Fellow
7. MISCELLANEOUS This Agreement sets forth HTS s and its representatives entire liability and your exclusive remedy with respect to the SOFTWARE and related services and is a complete statement of the agreement between you and HTS Headings are included for convenience only and shall not be considered in interpreting this Agreement This Agreement does not limit any rights that HTS may haveunder trade secret copyright patent or other laws The agents employees distributors or dealers of HTS are not authorized to make modifications to this Agreement or to make any additional representations commitments or warranties binding on HTS If any provision of this Agreement is invalid or unenforceable under applicable law then it shall be to that extent deemed omitted and the remaining provisions will continue in full force and effect The validity and performance of this Agreement shall be governedby Kentucky law without reference to choice of law principles and applicable federal law This Agreement is deemed entered into at Union Kentucky U S A and shall be construed as to its fair meaning and not strictly for or against either party This agreement supercedes any previous version of this Agreement included in HTS s printed documentation COPYRIGHT All title and copyrights in and to the SOFTWARE the accompanying printed materials and any copies of the SOFTWARE are owned by Helpmate Technology Solutions The SOFTWARE is protected by cop
8. 156 SHOPMCut KOYS wauza ECETTEL ITET 157 Mouse Operations asia cess ccsaecestsansces stances cave cascevace sess aceceeecesceescasseneccascsascsestsancsecsesacess 158 Menubars amp Toolbars isiscicscccccscccieccasctsnecesssanscessbansesssasveascesssiaccsaeecececesscescanteneeacscbancecstienceaesanscess 159 Status Bars seiccccccccscssccie ccc AAA AA AA AA AA AAA 160 Check BOXES sscsscsscccesetececeeteteeisecesnetsesestesscedscescesstessvescsssenased Wa KIKA Uuand uunaia rudu teteesseeeeeeeeveeess 161 Radio Buttons Option BUtONS sccccsccsetsccssetiseecssetscsessaesecsasetsneessaeanaeschotacnscaisessantsansvaeetecesteeaes 162 Pull Down LISS aa ceascctaesestias aces seanseas sane cascasee sens aeeczeecteacescaseenecaescne cess atianssecaanacess 163 LIST BOXGS E EA E E EE 164 c Copyright 2002 Helpmate Technology Solutions Contents KA Aa AA MU AAA AA AAA AA AA AAA EA 165 ListView CONHIOIS EU KEKI r EEEH KNEES Eurr N PESTES SEN 166 TreeView COntrOlS iss iisssrisrisssnrisissrnieredisairus soren ni aseni be SHIME E KAN NANNA EA RN A VEENAS iE SKENIK ASEEN 167 Date amp Time Controls jiiiccccccccccceccsc cess ccceccsssassces sancesccdvccas severe seneiveecceeecstecscateeceecazabeseoectsaassatsbaacess 168 Chapter 10 Backup amp Restore Functions 170 Chapter 10 Backup amp Restore Functions wwwwwmu ener seen ee eee ananunua esas ease ease eeeeseeaseeaseaeeeaeeeaee 170 Chapter 11 Advanced Topics 173 Chapter 11 Advanced TOP
9. Chapter 7 Reporting amp Other Output Options The Reports Explorer enables you to browse through the various report configurators provided by the HS2002 program The Reports Explorer is activated by selecting any of the reporting menu options available under the Reports menu of the Navigation Menu or the top main menubar The left hand section of the Reports Explorer contains a ListView control displaying all of the report configurators available for the specified type of HS2002 records The right hand section of the Reports Explorer displays properties of the selected report configurator To activate open any of the report configurators listed in the Reports Explorer s ListView control simply double click on the name ofthe desired report configurator c Copyright 2002 Helpmate Technology Solutions 109 Helpmate Scheduler 2002 7 3 Reports Chapter 7 Reporting amp Other Output Options Reports Directory Reports Reports are the most common output option Reports can be used to effectively communicate the HS2002 data to the staff of your organization or to your congregation as well Reports can either be previewedon the screen know as print preview or sent to your printer fora hard copy All of the HS2002 report configurators have the ability to generate at least 1 of the 2 report types General Reports Directory Reports The Reporting options and capabilities of each of the report configurators var
10. RIGHT ARROW To move one character to the left in a text box LEFT ARROW To move one word to the left in a text box CTRL LEFT ARROW To move to the end of the value in a text box END To move to the beginning of the value in a text box HOME To copy a selected text to the Clipboard CTRL C To paste the contents of the Clipboard at the cursor position CTRL V To delete the selection or character to the left of the cursor position DEL c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 18 9 5 Mouse Operations Chapter 9 Reference Information Most program options can be selected using either the keyboard or a mouse Because most Windows users tend to use a mouse we emphasize mouse operation in the HS2002 documentation If you are new to mouse operations please refer to your Windows manual for assistance When using the mouse buttons it is important not to forget about the right button While the left button is used in most cases to select screen items the right button can be used to activate context sensitive pop up menus which can be helpful in navigating through the application and can speed up data entry The list of items availablein these pop up menus are appropriate to your location in the application the context If you are not sure whether a certain object has a pop up context menu option just click the right mouse button to find out In the HS2002 documentation a mouse cli
11. The initial screen of the Custom Filter Builder shown below enables you to select and manage your custom filters Changing the Data Source value will display the available filters for the selected source in the ListBox control The buttons on the right hand side of the form enable you to edit rename copy or delete the selected filter You can use the Create New Filter to create a new custom filter If the Custom Filter screen was displayed by selecting one of the various Filter buttons found throughout the program the Select Filter button will be enabled and would be used to select and apply the highlighted filter Y Custom Filters Data Source Events Filter Name Select Filter Marriage Events Men s Events Women s Events Youth Events Create New Filter Edit Filter Rename Filter Filter Description Copy Filter Delete Filter Filter Design Evt_Cat General ML c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 Clicking the Edit Filter button will open the Custom Filter Edit form shown below Y Custom Filter Edit Of x Youth Events Available Fields Event ajj Evt_Cat High School Events i Created Date OR Evt_Cat Jr High Events End Date OR Evt_Cat Grade School Events End Time Event Category Event ID Internal Event Name Fee Req d Last Modified By i Max Capacity Recurrence Description v i
12. Admin User Name Admin Delete New Logon Change Password r Enable Permissions Read Write General Access M M Administrate M Enable Security System From the Security System Setup screen you can Enable disable the security system Logon to or logoff of the system Define user names and set passwords Define the security permissions for each user name Current User Section The Name field will display the name of the current logged on user If no user is currently logged on this will be indicated as well Use the Logon button to open the Logon dialog box and logon to the security system see Logging Onto the Security System Use the Change Password button to change the password of the current logged on user see Assigning User Passwords Enable Section Use the Enable Security System checkbox to enable or disable the HS2002 Security System Only logged on users with Administrate permissions will be allowed to change the state of this checkbox When this checkbox is checked the HS2002 Security System will be active When the system is active security checks will be implemented to administrate access to the various modules of the application In addition the security system s Logon dialog box will be displayed upon application startup forcing a user logon before using the application When this checkbox is unchecked the HS2002 Security
13. If you press one of the letter keys the focus will jump to the nearest Node that begins with that letter Subsequent pressings of the key will cause the selection to cycle downward through all expanded nodes that begin with that letter Shown below is an example of the TreeView control utilized by the People Explorer People Explorer HTP Last Name H First Name 2 7 Membership Status Pm Child of Member Deceased ee Historical pees Inactive gt Member ee Regular be Visitor El Y Gender eve Females Unknown 3 7 Created i Today c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 168 9 15 Date amp Time Controls Chapter 9 Reference Information HS2002 includes many fields related to dates and times for example the starting date and time for an Event record Date and time fields in HS2002 utilize special controls to enable you to easily and consistently input the desired data The example screen shot below shows both a date and a time control Start Date os 30 2002 Start Time 7 00 pm Both the date and time controls allow the user to input the value manually using their keyboard They also both include a spin type control up down arrow to quickly increment decrement the displayed value Using these spin controls on a date field will increment decrement the value 1 day at a time you can hold down the spin button for continuous increment decre
14. To activate the context sensitive helpfile press the F1 key on your keyboard Try it To open view a contents listing index of the HS2002 helpfile system select Help Contents from the top menubar e Right Mouse Button The HS2002 product takes full advantage of your mouse s right button Clicking the mouse s right button will display a popup menu specific to the object which was clicked on In many cases this method is faster than using the traditional main menubar selection items or toolbar buttons Try it Below is a screen shot of the pop up menu available when right clicking from the Resources Explorer ResourceName Resource Type W Rm 101 Room We Rm102 oom E Global open OOO urniture Item a KI Durali YI Make Reservation urniture Item 2 3M Proje e Resource Profile Report lectronics Item er Nikon Cc Y Flag UnFlag lectronics Item pa New Mar ibrary Item ja The Fatt sp New Room ibrary Item AD Key 1 a New Furniture Item ey MP Key 2 423 New Electronics Item ey A 1995 Foi idl New Library Item ehicle M 1996 Ch ip New Key ehicle fe Jones T eae taffi volunteer fa i JA New Vehicle Smith T tafF Volunteer a oF New Staff Volunteer Easel wit 5 eneral Item 5 Yolleyba New General Item eneral Item e Navigate Through the Application Your Way The HS2002 product provides several navigational methods to choose from These include toolbar buttons menubar items Shortcut Key combinations and Mouse Operations
15. from the program s main menubar or from the Navigation Menu The People Explorer view is made up of 2 parts the TreeView filter component on the left and the ListView data component on the right as shown below Last Name First Name Membership Status Gender Created Modified Custom Filters Adams Tony Member 123 Somewhere St Wh 111 6540 Adams Tonya Member 123 Somewhere St Wh 111 6540 Brock Jerry Member 1 Seabreeze Avenue W 555 0011 Brock Wilma Member 1 Seabreeze Avenue W 555 0011 Davenport Bob Member 123 Never Ending Rd 555 8901 Lincoln Nancy Member 389 Cardinal Lane Next 555 0055 Lincoln Peter Member 389 Cardinal Lane Next 555 0055 Robertson Jr Thomas Member 3344 Main Street Flore 555 1234 Robertson Sally Member 3344 Main Street Flore 555 1234 Smith Tammy Member 63 Point Ave Apt 3N 555 9999 Flagged B Show All People mbo mbo mbo mbo mbo mbo mbo mbo mbo mbo 10 People c Copyright 2002 Helpmate Technology Solutions Chapter 6 People You can use the TreeView filter to filter exactly which People records are displayed in the ListView Data display The image above shows how the display can display all People records for the displayed year by choosing Show All People However you could easily viewonly those People of a certain Membership Status those whose last name begins with A B or C those whose record was created this month and so on Right clicking a Person s rec
16. leaving the currently displayed Report Format unchanged The Rename button allows you to rename the currently selected Report Format while the Delete button will delete the currently selected Report Format c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options mo In the lower right hand section both a Print Preview and a Print button are provided The Print Preview button will allow you to preview the report on screen before sending to the printer while the Print button allows you to send the report directly to the printer c Copyright 2002 Helpmate Technology Solutions mi Helpmate Scheduler 2002 7 4 Labels Chapter 7 Reporting amp Other Output Options Mailing Labels HS2002 provides the ability to easily generate labels for your HS2002 People records Options include flexible sorting options customizable font settings US PostNet barcode support and more The following HS2002 report configurators have the ability to generate Mailing Labels e Event Registration Report Configurator e People Report Configurator The report configurators listed above include a Labels tab to facilitate label generation The controls and functionality found on the Labels tab are very similar regardless of which report configurator is being used A screen shot of the People Report Configurator s Labels tab is shown below amp People Report Configurator X Form Letters
17. your church HS2002 utilizes several Setup and Preference screens to facilitate this process Using these setup screens you will setup aspects such as the security system default settings for data entry and various other program preference settings You can find these setup and preference screens using the Setup amp Preferences top main menubar and Navigation Menu c Copyright 2002 Helpmate Technology Solutions Chapter Chapter 3 Setup amp Preferences 3 Chapter 3 Setup amp Preferences 3 1 Chapter 3 Setup amp Preferences Before entering your church s data into the HS2002 database you ll want to configure certain aspects of the product for your church This Chapter will discuss this process in detail Chapter 3 Sections General Program Preferences Network Multi user Setup Resources Setup Events Setup People Setup User Information Setup Security System Setup Postal Code Lookup Table Setup Regional Settings Network Multi User Setup c Copyright 2002 Helpmate Technology Solutions 33 Helpmate Scheduler 2002 3 2 General Program Preferences 3 2 1 General Program Preferences Chapter 3 Setup amp Preferences Helpmate Scheduler 2002 utilizes many Preference settings to allow the user to specify options such as screen colors data entry default values etc Preference settings are local to the computer running HS2002 meaning that the settings only affect the user s particular computer Any other
18. 101 Sp Rm 102 Global Office Chair KI Duralite Folding Table 30x96 3M Projector Nikon CoolPix 885 Digital Camera New Man 2001 11 The Father Book Key 1 A Key 2 1995 Ford Contour A 1996 Chevrolet Yan Eg Jones Tom Eq smith Tammy 5 Easel with Dry Erase Board Volleyball Set c Copyright 2002 Helpmate Technology Solutions Room Room Furniture Item Furniture Item Electronics Item Electronics Item Library Item Library Item Key Key vehicle vehicle Staff Volunteer StafF Volunteer General Item General Item Jenny Smith Jenny Smith Susan Wright Jenny Smith Jenny Smith Susan Wright Pastor Tim Pastor Tim Ted Jones Ted Jones Jenny Smith Jenny Smith Susan Wright Susan Wright Pastor Tim Susan Wright 16 Resources 53 Hetpmate Scheduler 2002 You can use the TreeView filter to filter exactly which Resource records are displayed in the ListView Data display The image above shows how the display can display all Resource records by choosing Show All Resources However you could easily view only those Resources of a certain type Rooms Keys etc those managed by a particular person those created this month and so on Right clicking a Resource s record from the ListView Data control will display a useful menu as shown below 1 J 3M Projector 2 Nikon CoolPix 885 Digital Camera Fa New Man 2001 11 9 Open if The Father Book Py Make Reservat
19. 2002 09 11 2002 09 12 2002 09 18 2002 09 19 2002 09 25 2002 3 RS 06 27 2002 lt 3 Al 07 04 2002 43 RS 07 11 2002 lt 3 RS 07 18 2002 43 RS 07 25 2002 lt 3 RS 08 01 2002 lt 3 Na 08 08 2002 43 RS 08 15 2002 lt 3 Rs 08 22 2002 43 RS 08 29 2002 08 30 2002 lt gt Ba 09 04 2002 lt gt RA 09 05 2002 43 RS 09 11 2002 lt 3 RS 09 12 2002 lt 3 RS 09 18 2002 lt 3 RS 09 19 2002 43 RS 09 25 2002 Flagged show All Events c Copyright 2002 Helpmate Technology Solutions Year 2002 T All Years Men s Retreat Marriage Conference Tony s Thurs Morning Bible Marriage Conference Tony s Thurs Morning Bible Marriage Conference Tony s Thurs Morning Bible Marriage Conference start bate EndDate Event Name Event Cat Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible Tony s Thurs Morning Bible General General General General General General General General General General Men s Events Marriage Retre General Marriage Retre General Marriage Retre General Marriage Retre 40 Events Helpmate Scheduler 2002 You can use the TreeView filter to filter exactly which Event records are displayed in the ListView Data display The image a
20. Chapter 9 Reference Information The List Box control allows you to select a value from a list of available values In many cases it s quicker and easier to select a value from a list than to remember a value to type A list of choices also helps to ensure that the value that s entered in a field is correct The list in a list box consists of rows of data Rows can haveone or more columns which can appear with or without headings You can select a value from a list box control by clicking the desired value with the mouse or by using the arrow buttons to move the currently selected value An example of a list box control is shown below Resources Reserved for this vet Start Date Seesaw eras Ha 08 30 2002 7 00 PM I 08 31 2002 4 00PM 7 3M Projector Electronics Iten 08 30 2002 7 00 PM 08 31 2002 4 00 PM Easel with Dry Erase Bc General Item 08 30 2002 7 00 PM 08 31 2002 4 00 PM End Time c Copyright 2002 Helpmate Technology Solutions 165 Helpmate Scheduler 2002 9 12 ListBar Controls Chapter 9 Reference Information An example of a ListBar control is shown below The List Bar panel is a list control capable of containing separate lists of icons The user can select a new list by simply clicking the mouse on a list bar If there are more list items in a list that can be displayed within the control the user can click a navigation button to move to the new items a oon Calendar T List Item Contacts E Li
21. Check Boxes Radio Buttons Option Buttons Pull Down Lists List Boxes ListBar Controls ListView Controls TreeView Controls Date amp Time Controls c Copyright 2002 Helpmate Technology Solutions 155 Hetpmate Scheduler 2002 9 2 Data Entry Procedures Chapter 9 Reference Information Many of the forms and dialog boxes in HS2002 display blank spaces called fields ready for you to enter information much as you would using a word processor You can move from field to field using the Tab key or your mouse Using the Tab key will move you in a left to right top to bottom order as if you were reading a book To move backwards to return to a previous field press Shift Tab When using a mouse simply click on the desired field and the cursor or highlight will move to that field If a certain field on a form is NOT able to be edited the field will be grayed or dimmed You cannot make changes to that field c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 16 9 3 Data Entry Keys Chapter 9 Reference Information Some common cursor movement and editing keys are listed here These keys operate as indicated in most data entry fields Tab Moves the cursor to the next field Left Arrow Moves the cursor one position to the left or to the previous field when the entire field value is selected Right Arrow Moves the cursor one position to the right or to the next field when the
22. Email Export YY Filter no filter Directory Reports Labels Saved People Label Report Formats Save s Rename Delete Label Layout Mailing Label 5160 5260 5920 EAEE ot elector Mailing Label 5161 5261 5961 8161 1 x 4 2 Across Ti New Ro Mailing Label 5162 5262 5922 5962 8162 8252 1 1 3 x 4 2 Across mes ey noman Mailing Label 5163 5263 5923 5963 8163 8253 2 x 4 2 Across Size 9 Name Badge 5095 5395 5895 8395 2 1 3 x 3 3 8 2 Aci hi a Radana czan 2 114 BE ui l IV ALL CAPS 4 gt Options T Include Country of labels to skip 0 IA ndide Posthet Barcode LABEL NAME T Include records with blank addresses ADDRESS 1 I stati ADDRESS 2 Static text header line as top row CITY STATE ZIP Combine people with same address and last name onto a single label Sort by ame m Postal Code Report The top section of the Labels tab includes a yellow background pull down control where you can retrieve and use previously saved label report formats These saved label formats automatically configure the controls in the middle and lower section of the Labels tab These controls set such parameters as label size sorting options font settings etc You can manually adjust these controls and if desired save these settings using the Save or Save As buttons The Save button will take a snap shot of the current label
23. Find Edits Locked Thursday July 11 2002 7 00 AM Tony s Thurs Morning Bible Study 7 30 AM 14 15 16 17 48 19 20 21 22 23 24 25 26 27 8 30 AM 28 29 30 31 9 00 AM 9 30 AM 10 00 AM 10 30 AM 11 00 AM 11 30 AM 12 30 PM Time Units 30 min 1 00 PM Created 04 Apr 2002 Last Modified 11 Jul 2002 Last Modified By H52002 Record 1 of 2 Resource ID 3 Ses The monthly calendar control will shade any days on which the Resource has reservations Clicking on a day in the calendar will display the full day s schedule in the day timer control on the right hand side of the form The day timer control actually consists of 2 parts a 24 hour time bar area and a daily schedule task detail area The 24 hour time bar provides a quick glance at the reservation times and durations for the day The schedule task detail area provides more details about each reservation and can also be used to create new reservations To create a new reservation double click in the schedule task detail area on the desired starting time This will open the Reservation Detail for you to enter further details The Time Units selector controls the time scale of the schedule task detail area c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 The Acquired Value Tab The Acquired Value tab enables you to view record the details about when and how the Resource was acquired as well as the value original and current and more This t
24. Hotsync button c Copyright 2002 Helpmate Technology Solutions 151 Heipmate Scheduler 2002 8 6 Database Repair Utility Chapter 8 Tools Certain factors may leave your HS2002 data file damaged or corrupted The symptoms of a corrupted database can range from Deleted appearing in certain records to the inability to open one of the objects in the database to the complete inability to open the file in MS Access The HS2002 Repair utility is a useful tool for recovering and optimizing Microsoft Access database files To start the Database Repair Utility select its icon from the HS2002 Start menu program group Windows Start button Programs Helpmate Scheduler 2002 Utilities Repair Utility Upon starting the Database Repair Utility the following screen will be displayed Here you must specify the location and filename of the MS Access database file mdb you wish to be repaired You can use the Browse button to search the computer and network resources for a file Clicking the Repair button will begin the repair process 3 Database Repair Utility X Specify the database file to be repaired Repair Cancel Upon successful repair the following message will be displayed Completed Successfully G The database has been repaired and compacted successfully NOTE Before attempting to run the Database Repair Utility verify that the following conditions are met e Sufficient disk space must exi
25. ON Adding NEW people kia aaa VO2 BANG EA PI AA EA P E A E Deleting people mmr awa 104 Searching for a Person aiasessaetvesseavesesdnsi situseczensadsaiiieveearscesaversiisasesicieesi LOO Chapter 7 Reporting amp Other Output PA 107 c Copyright 2002 Helpmate Technology Solutions I Helpmate Scheduler 2002 Chapter 7 Reporting amp Other Output Options 2 cee cece cee ee eee eee ee eee eee eres eens ease eeeeeeeeseeeeeeeseaeeeeee 107 Reports AA WE AA eens esd veawevecernessssennerese sent eeee ceeeeesneess 108 tE olo o AA AA AAA AA AA AAA AA AAA 109 Labels AA AU AA AA AA AAA AA AAA AAA 111 Form Letters AUA SUS 113 AA aar i A SUS AS 115 SA ua AA E AA KAA WAA PA AA E AA 117 Filtering OpPtONS wA cetsecesetis sees KA La SWAI KA NABAKI BUK UKAWA KUKUA WAKUU KUKU BE KWAKU KWEA eettesesetess 119 Resource based Outputs iicvsiacicssissiccsssssaecsscsasecavecsiccssasacecseccanccscasdaacssasscdesasaaaaesesssasessiastaaceesaascesss 121 RESOUFCE baSER OULPUES Ia AZA Resource Profile Report Gankuurator MATANO OA A EN EE E E E de Resource Report Configurator aa VO Resource Reservation Conflict Report MAA eat Resource Reservation Report Configurator Event based Outputs ki KAENI KE AE cdeences ce eteaseteenweescneseeesienseees seen 126 Event based Outputs AA Event Profile Report Cankuurator MUWE MA EMS WAA SADAT WA Event Registration Report Configurator c ccee Even
26. Registration Detail Form e Reservation Detail Form When entering and or modifying Resource reservation records the Select Person form can be opened by clicking the Select button found on the Reservation Detail Form Select Person X Quick Find z New Person Adams Tony 123 Somewhere St Wherever KY Adams Tonya 123 Somewhere St Wherever KY Brock Jerry 1 Seabreeze Avent Wherever KY Brock Wilma 1 Seabreeze Avent Wherever KY Davenport Bob 123 Never Ending F Nowhere KY Lincoln Nancy 389 Cardinal Lane Next To Nowhere KY Lincoln Peter 389 Cardinal Lane Next To Nowhere KY Robertson Jr Thomas 3344 Main Street Florence KY Robertson Sally 3344 Main Street Florence KY Smith Tammy 63 Point Ave Nowhere KY Filtering Controls z The following methods can be used to select a person and return to the calling form ie the form that opened the Select Person form e Double clicking a person s name from the list e Highlight the desired person s name in the list either by clicking on the name or by using the Quick Find pull down control and then click the Select button The Select Filter button near the bottom of the form allows you to reduce the People shown in the list and the Quick Find pull down to only those meeting the criteria of the selected filter If you find the need to add a new Person to the database the New Person button can be used This will open the Person Detail form to a new Person record
27. The HS2002 Explorer allows you to explore and browse your church s data in the same manner There is a unique Explorer view for each main HS2002 module i e Resources Events and People To change the Explorer view from one module to another use the HS2002 Navigation Menu or use the Explorer menu items from the HS2002 top menubar for example Resources Resources Explorer Below is an example screen shot of the People Explorer Print Refresh Help New Record Explorer 8 Refresh A People Explorer H y Last Name H T First Name Adams Tony Member 123 Somewhere St Wh 111 6540 l Yo Membership Status Adams Tonya Member 123 Somewhere St Wh 111 6540 HTP Gender Brock Jerry Member 1 Seabreeze Avenue W 555 0011 ce Y Created Brock wilma Member 1 Seabreeze Avenue W 555 0011 Y Modified Davenport Bob Member 123 Never Ending Rd 555 8901 Kl T Custom Filters Lincoln Nancy Member 389 Cardinal Lane Next 555 0055 i Y Flagged Lincoln Peter Member 389 Cardinal Lane Next 555 0055 BE Show All People Robertson Jr Thomas Member 3344 Main Street Flore 555 1234 m iian Robertson Sally Member 3344 Main Street Flore 555 1234 Smith Tammy Member 63 Point Ave Apt 3 N 555 9999 10 People e Read Only The HS2002 Explorer views are read only views of your database records Therefore you cannot create edit or delete records from the Explorer view These
28. any one time You can use the Change button on the Preferences screen to change the currently active HS2002 data file at any time The exact location and filename of a HS2002 data file can be determined by you The default location and filename for the HS2002 data file is C Program Files HS2002 HS2002data mdb However if you are using HS2002 in a multi user network scenario the data file will likely be in a different location for example in a folder on the network server See Chapter 3 Network Multi User Setup for more details BACKUP It is crucial to maintain regular backups of your HS2002 data file There are many factors which can contribute to partial or complete data loss such as hard drive failures computer viruses etc The HS2002 program provides a built in menu selection for creating a HS2002 datafile backup From the HS2002 Explorer s main menubar select Tools Database Utilities Backup Data File to begin the backup process The following screen will be displayed HS2002 Backup i x Please specify the location and filename of your HS2002 data file backup set Backup destination a HS20028 ackup zip X Cancel Clicking the Start Backup button will create a backup set of your HS2002 data file The location and filename of this backup set is determined by the Backup destination parameter You can specify a default value for the Backup destination parameter through the General Program Preferences screen
29. can be viewed on screen as well as printed on paper You may also apply any custom filters you ve created to reduce the data included in the Calendar For example let s suppose you wanted the Resource Reservation Calendar to only show Room reservations You could apply a filter to the Resource Reservation Calendar to achieve this Sun Mon Tue To open more detail about an Event or Resource reservation on the calendar double click the desired day on the calendar and a pop up window will be displayed as shown below You can use this pop up to proceed with opening up the Resource Reservation Detail form or the Event Detail form or you can use the New button to create a new Event or Resource reservation for this date amp Resources reserved for 08 30 2002 X Select Item to Open There are 3 Resource reservations on this date EndDate KI Duralite Folding Table 30x96 Furniture Item 08 30 2002 08 31 2002 3M Projector Men s Retreat Electronics Item 08 30 2002 08 31 2002 Easel with Dry Erase Board Men s General Item 08 30 2002 08 31 2002 Add New Resource Reservation For this Date c Copyright 2002 Helpmate Technology Solutions 25 Hetpmate Scheduler 2002 2 5 Detail Views What You Need To Know Chapter 2 Getting Started While the HS2002 Explorer Views allow you to explore and manage your church s data the HS2002 Detail views are used to focus in on a specific record s detailed i
30. fields for Event Registration records Person and Reg Status The Person field indicates who is registering signing up for the Event The Select button is used to open the Select Person form which will display a listing of people in the People database The Reg Status field is used to indicate the status of the registration ie Booked Tentative Booked but not paid etc The registration status values can be managed through the Event Setup form The Fee field is used to specify how much is due from the person for the registration This value will initially be assigned to the Fee value recorded in the Event s record It most cases no adjustment of the Fee value will be required in the Event Registration Form However if you are giving someone a discount or waiving the registration fee then this Fee field allows you to adjust the value for a particular person The Registration Payments section is where you can record the payments made by the person An unlimited number of payments can be applied to a single registration For example a person might pay half of their registration payment upon registering and then the other half a week later Use the Add Payment button to enter new payment records The Comment field enables you to record any further details you might wish to record about a particular registration c Copyright 2002 Helpmate Technology Solutions s Helpmate Scheduler 2002 The New button in the t
31. fields you must provide data for when entering new records Required fields are identified by having an asterisk located just to the right of the field as shown in the example screen shot below General Registration Resources Event Name Men s Retreat x Event Category Men s Events X x Speaker Facilitator Pastor Tim e Button Tooltips In many of the HS2002 forms there are buttons which havea graphic image or icon displayed on them rather than a full text description In most cases the graphic image will communicate to you the purpose and function of the button If however you are unsure ofa particular button s function place the mouse cursor over the button and rest it there without clicking fora moment Doing this will activate the button s Tooltip A tooltip is a pop up text message which will give you information about the button as shown in the example screen shot below Event Detail Tony s Thurs Morning Bible Study eu ma ra Create a new Event record Registration Resources Event Name Tony s Thurs Morning Bible Study c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started 2 e Calendar Pop Up Control In all HS2002 forms where date entry fields exist the date value may either by manually entered ie typed in by the user or selected from a graphical calendar pop up This pop up calendar is activated by clicking on the down arrow portion of the date fiel
32. from the top main menubar amp Reports Explorer Double click to Open aay Event Profile Report Configurator vent Registration Report Configurator Eve nt Registration Report Configurator ra ga Event Report Configurator Properties Based On Event Registration records Outputs Available Ee EX tl bel Directory Mailing Form Bulk eds Reports Labels Letters Email Summary Use to generate printed reports mailing labels form letters bulk emails and exported files for Event Registration records The following Event based report configurators are provided e Event Profile Report Configurator e Event Registration Report Configurator e Event Report Configurator Additional Event based reporting can also be achieved through the printing capabilities of the following tools e Events Explorer e Event Calendar c Copyright 2002 Helpmate Technology Solutions 7 Helpmate Scheduler 2002 7 10 2 Event Profile Report Configurator A Event Profile Report Configurator Multiple Events High School Events 07 01 2002 p 09 30 2002 p Based On Event records Ri Description Can be used to generate detailed reports on a single or multiple Event records Report includes all data fields associated with Event records Also allows the inclusion of related resource reservation records and event registration records Outputs Available c Copyright 2002 Helpmate Technology Solutions
33. functions must be performed through the HS2002 Detail Views e Refreshing Data Display In most cases changes made in any of the HS2002 Detail View forms will NOT automatically cause the HS2002 Explorer Views to be refreshed To ensure that the data being viewedin an Explorer View is up to date use the Refresh button located in the toolbar area of the Explorer form e PrintingDisplayedData In most of the Explorer views you can quickly print the data being displayed by using the Print button in the toolbar section of the Explorer screen c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 e ListView Sort Order Clicking on the heading of any of the ListView columns will cause the ListView data to be sorted by the this column Subsequent clicking of the same column heading will toggle between ascending and descending sorts TIP The Print button located in the toolbar section of the Explorer screen provides a quick way to print the currently displayed Explorer data However you ll want to utilize the many report configurators provided by the product for more powerful and flexible reporting options c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started EN 2 4 Calendar Views What You Need To Know Chapter 2 Getting Started The Calendar views in HS2002 provide a monthly view of either Events Events Calendar or Resource reservations Resource Reservation Calendar The Calendar Views
34. implement filtering criteria to your report mail label form letter bulk email and export generation Filtering allows you to limit the included records to a subset meeting some specified criteria Let s look at the Resource Report Configurator as an example If you do nothing on the Filter tab of this report configurator ALL resource records in the HS2002 database will be included when you go to generate a resource report This may not be what you want You could use the Filter tab of the report configurator to specify that you only wish to include for example Resource records of a particular Resource Type for example Rooms or Vehicles Typically the Filter tab of a report configurator will provide a choice between utilizing a Simple and a Custom filter SIMPLE FILTER OPTION Let s you specify filter criteria using some basic controls as shown below amp Resources Report Configurator xi Reports Export SY Eilter no filter e C Custom Filter Simple Filter gt Resource Type Managed By Flagged Any Flaggedi either Jenny Smith Furniture Pastor Tim Electronics Susan Wright Status Library Items Ted Jones Keys Status AI X vehicles v Use lt Ctrl gt button while Use lt Ctrl gt button while selecting items with mouse to selecting items with mouse to select multiple items select multiple items c Copyright 2002 Helpma
35. money order cash or credit card MasterCard VISA Discover or American c Copyright 2002 Helpmate Technology Solutions Chapter 1 Introduction Express 4 Registering Your Copy of HS2002 After HTS receives and fulfills your order you ll receive a User Name and Registration Code With these 2 items you can now register and unlock your copy of HS2002 Todo so start the HS2002 product and click on the Enter Registration Info button displayed on the initial startup splash screen Doing so will open the Registration Entry Form you can also open this form by selecting Help Register from the HS2002 top main menubar You will need to type in your User Name and Registration Code Upon successful entry HS2002 will become licensed registered The product will then discontinue its demo mode At any time you can view your license information status by selecting Help About from the HS2002 top main menubar NOTE Items 1 2 above are optional If you wish you can certainly place your order for HS2002 without first obtaining the CD and evaluating the product You always have protection of our full money back guarantee for 30 days after your purchase c Copyright 2002 Helpmate Technology Solutions 15 Hetpmate Scheduler 2002 1 7 Technical Support Chapter 1 Introduction Before you contact us for technical support please e Refer to the Online Help the HS2002 User s Manual and the README txt file s
36. most other software applications the Helpmate Scheduler 2002 product is licensed not sold This means that aside from evaluation purposes users must purchase and obtain a license to use the product There are 3 available license levels for the HS2002 product These are 1 SINGLE USER This license permits you to use the product on a single computer Provides unlimited storage capacity 2 SITE This license permits you to use the product on an unlimited number of computers within a single site A site is considered to be a geographical area of no larger than 1 2 mile 8km radius and consists of a single organization This license also permits usage on personal home computers providedthat the usage is strictly related to the organization purchasing the license Provides unlimited storage capacity 3 DEMO EVALUATION This license permits you to use the application for a reasonable period of time for evaluation purposes To continue using the application beyond a reasonable evaluation period the Full license aboveis required This license is available at no cost With this license level the product will operate in a Demo mode While in Demo mode the following restrictions apply 1 Addition and Deletion of Resource records is restricted 2 Addition and Deletion of People records is restricted EVALUATION ORDERING REGISTRATION PROCESS The evaluation ordering and registration process for the Helpmate Scheduler 2002 product is som
37. of Resource reservations related to an Event Facilitate the creation and viewing of Event Registration records sign ups related to an Event The Event Detail Form can be either opened by any of the following methods e Events Explorer double clicking on a Resource record or choosing Open from the right click pop up menu will open the Event Detail form e Event Calendar double clicking from the Event Calendar will open a pop up window showing any Events for the selected day Then from this pop up window double clicking any Event will open the Event in the Event Detail Form Dm e Reservation Detail Form clicking the Open detail for Person or Event reserving the Resource button 23 will open the Event Detail Form assuming that the reservation has been linked to an Event record not a Person record The Event Detail Form s toolbar section is shown below with each button identified Enable Edits Save Close Help Resources Recurrence status As shown above the Event Detail Form has 3 tabs General Registration and Resources c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 The General Tab The General tab is where you ll record basic information about the Event The Date Time amp Recurrence section of the General tab will vary slightly depending upon whether or not the Event is a one time occurring event ie non recurring the series master of a recurring Event or an indivi
38. on CD e Discounts on data transfer and custom programming services Plus Support Plan full software maintenance and limited technical support coverage e 2 support incidents per month by phone fax or email additional incidents at 30 incident e No cost maintenance updates service releases delivered via postal mail on CD e No cost full version upgrades delivered via postal mail on CD e Discounts on data transfer and custom programming services ORDERING A SUPPORT PLAN For more information on support plan pricing and or to place an order please call our toll free sales line at 888 858 3247 or visit our Internet website at www helpmate net ADDITIONAL NOTES e Newclients automatically receive 60 days of no charge support coverage by phone email and fax after their initial software purchase After this 60 day period clients can choose from 1 of our 2 support plans above or choose no support plan at all Clients not subscribed to any HTS Support Plan can still receive technical support assistance by phone on a pay per incident basis e Those evaluating our products receive no cost technical support assistance by phone fax or email for their pre sales support inquiries TECHNICAL SUPPORT CONTACT INFORMATION Phone 859 384 7323 M F 9 30am 5 00pm EST Fax 859 384 1950 Email support helpmate net Internet http www helpmate net support c Copyright 2002 Helpmate Technology Solutions Chapter Helpm
39. ready for your data entry c Copyright 2002 Helpmate Technology Solutions Chapter 6 People wo 6 5 People Procedures 6 5 1 People Procedures Chapter 6 People Viewing People Adding new People Editing People Deleting People Searching for a Person c Copyright 2002 Helpmate Technology Solutions Kw Helpmate Scheduler 2002 6 5 2 Viewing people Chapter 6 People Using the People Explorer 1 Activate the People Explorer by selecting People People Explorer from the HS2002 Navigation Menu or top main menubar 2 Use the TreeView control on the left hand side of the People Explorer to display a desired filter set of People records in the right hand side ListView control 3 The ListView control displays People records with basic information For more detailed information about a particular Person double click the Person s name or right click it and select Open from the pop up menu Doing so will open the Person s record in the Person Detail Form Using the Person Detail Form 1 You can open the Person Detail Form by opening a Person s detail through the People Explorer see above You can also open the Person Detail Form by selecting the open button E found on the Event Registration Detail Form and the Reservation Detail Form c Copyright 2002 Helpmate Technology Solutions Chapter 6 People 102 6 5 3 Adding new people Chapter 6 People You can begin the creation of a new Person re
40. reports on a single or multiple resource records Report includes all data fields associated with Resource records Also allows the inclusion of resource reservation records c Copyright 2002 Helpmate Technology Solutions 123 Helpmate Scheduler 2002 7 9 3 Resource Report Configurator amp Resources Report Configurator x Reports exor YY Filter no fiter Title Grouping amp Sorting No Grouping Sorted By Resource Name Resource Listing Report Grouped by Resource Type Sorted By Resource Name Grouped by Managed By Resource Type Sorted By Resource Name Include Resource Photos IV Display Filter Details on Report Based On Year ured A Dene sem ened WA wid Doar emmm ene Raroera Lanting Report Resource records T Reports Exports Outputs Available Description Can be used to generate reports and exported files based on resource records Vaar harsh A Baa siana d a Sete smd ia Rasra Laing Report c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 124 7 9 4 Resource Reservation Conflict Report Configurator amp Resource Reservation Conflict Report Configurator Date Range Next 30 Days From 07 11 2002 w Reports Export VW Filter no filter To oa 0 2002 Title Resource Reservation Conflict Report 07 11 2002 08 10 2002 IV Display Filter Det
41. settings and save it to the currently displayed Label Report Format in the top yellow pull down control Using the Save As button allows you to create a new saved format with your specified name leaving the currently displayed Label Report Format unchanged The Rename button allows you to c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 112 rename the currently selected Label Report Format while the Delete button will delete the currently selected Label Report Format In the lower right hand section both a Print Preview and a Print button are provided The Print Preview button will allow you to preview the label report on screen before sending to the printer while the Print button allows you to send the label report directly to the printer c Copyright 2002 Helpmate Technology Solutions 113 Helpmate Scheduler 2002 7 5 Form Letters Chapter 7 Reporting amp Other Output Options Form Letters HS2002 provides the ability to easily generate form letters to send to your People records Options include flexible sorting options customizable font settings and more The following HS2002 report configurators have the ability to generate Form Letters e Event Registration Report Configurator e People Report Configurator The report configurators listed above include a Form Letters tab to facilitate form letter generation The controls and functionality found on th
42. shot of the People Report Configurator s Email tab is shown below amp People Report Configurator Directory Reports Labels Form Letters Email export YY Filter no filter Clicking on the Generate button below will 1 Copy the desired set of Email addresses to the Windows Clipboard 2 Activate your computer s default email program and open a new blank Email message To paste the copied Email addresses from the Windows Clipboard to your new email message simply place your cursor in the To CC or BCC line of your new Email message and then initiate the Windows Paste command by either Pressing the lt Ctrl gt and lt gt keys simultaneously on your computer s keyboard Selecting Edit Paste From your Email software s menubar As explained on the Email tab the process will consolidate all of the target email addresses and copy them onto the Windows Clipboard For those not familiar with the Windows Clipboard this is a temporary storage location that Windows provides for the Copy Cut and Paste functions Next your default email program Outlook Eudora etc will be opened to a new email message You then choose which address field To CC or BCC you like to place the email addresses into Place the cursor in this field and then activate the Windows Paste function This can typically be accomplished through the lt Ctrl gt lt V gt key combination or by selecting Edit Paste from you
43. snap shot of the current form letter and save it to the currently displayed Form Letter in the top yellow pull down control Using the Save As button allows you to create a new saved Form Letter with your specified name leaving the currently displayed Form Letter unchanged The Rename button allows you to rename the currently selected Form Letter while the Delete button will delete the currently selected Form Letter c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options m In the lower right hand section both a Print Preview and a Print button are provided The Print Preview button will allow you to preview the Form Letter report on screen before sending to the printer while the Print button allows you to send the Form Letter report directly to the printer c Copyright 2002 Helpmate Technology Solutions 115 Helpmate Scheduler 2002 7 6 Bulk Email Chapter 7 Reporting amp Other Output Options HS2002 provides the ability to easily generate bulk emails to send to your People records The following HS2002 report configurators have the ability to generate Bulk Emails e Event Registration Report Configurator e People Report Configurator The report configurators listed above include an Email tab to facilitate this process The controls and functionality found on the Email tab is identical regardless of which report configurator is being used A screen
44. the Rename New Delete buttons to maintain the listing of custom reports amp Custom Report Generator Wizard iof x Booked amp Paid Reg s for Marriage Conf made in 2002 step step2 stee3 Select a data source and then choose an item from the list of reports queries You can use the New button to create a new report query Data Source Report Query Name Resources Booked amp Paid Reg s For Marriage Conf made in 2002 Rename Resource Reservations Events Delete FEvent Registration People New Report Query Description Next gt When you ve selected a Data Source and a Report Query Name click on the Next button at the bottom of the form to proceed to Step 2 c Copyright 2002 Helpmate Technology Solutions s Helpmate Scheduler 2002 STEP 2 In Step 2 you ll specify the output method and format you desire You have several options here There are 3 main output categories Report Microsoft Word Mail Merge and Export to File Report Output Ifyou want a printed report to be generated then this is the output method you ll most likely want to choose There are 3 report formats available Report Labels Envelopes When selecting this output method you ll need to click the Setup button to configure details regarding the report such as margins paper layout and other such settings Microsoft Word Mail Merge Ifyou want to merge the report s data to Microso
45. the Resource record using the appropriate Resource Detail Form Using the Resource Detail Forms 1 You can open the Resource Detail Forms by opening a Resource s detail through the Resources Explorer see above or by selecting the desired Detail view available in the Resources menu from the CH2002 Navigation Menu or top main menubar From within the Resource Detail Forms you can navigate to other Resource records using the record navigation buttons arrow buttons at the top of the Resource Detail Form or by selecting a Resource from the Resource Detail Form s Find pull down list You can use the Ctrl W shortcut key to activate this Find pull down list to select a Resource s name c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 4 7 3 Adding new Resources Chapter 4 Resources You can begin the creation of a new Resource record in 3 ways waza 1 Resources Explorer From the Resources Explorer s toolbar select the New Resource button Fe and then choose the desired Resource type ie Room Vehicle etc This will open the appropriate Resource Detail Form to a new Resource record ready for your data entry When you are finished entering the Resource s data click the Resource Detail Form s Save button to save the new record 1 2 Resource Detail Forms From the Resource Detail Form s toolbar select the New Resource button i This will place the form at a new blank Resource record ready
46. you notify HTS in writing with contact information of the recipient and the recipient agrees to the terms of this license agreement If the SOFTWARE is an upgrade any transfer must include all prior versions of the SOFTWARE Without prejudice to any other rights HTS may terminate this EULA if you fail to comply with the terms and conditions of this license agreement In such event you must destroy all copies of the SOFTWARE and all of its component parts HTS uses a variety of methods e g in product Internet fax and phone to provide technical support and other program usage assistance in connection with the SOFTWARE The terms and conditions governing the offering of these services c Copyright 2002 Helpmate Technology Solutions 9 Helpmate Scheduler 2002 some of which have fees chargeable to you are announced by HTS from time to time Consult the SOFTWARE s Read Me file or HTS s website www helpmate net for the most up to date information relating to these services and any associated charges SATISFACTION GUARANTEED If you are not 100 satisfied with this SOFTWARE HTS s entire liability and your exclusive remedy shall be to remove the SOFTWARE from your computer and return it within 30 days of purchase to Helpmate Technology Solutions Attn Returns PO Box 619 Union KY 41091 USA LIMITED WARRANTY If the supplied SOFTWARE disks or CD are defective please return the SOFTWARE to Helpmate Technology Solutions Att
47. 2 Palm Pilot Export Utility make sure that your Palm Desktop software has the most up to date datebook data by hot syncing your hand held unit with the Palm Desktop software To open the HS2002 Palm Pilot Export Utility select Tools Palm Pilot Export Utility from the HS2002 Navigation Menu or from the top main menubar Alternately you can start up the Palm Pilot Export Utility by selecting its icon found under the Windows Start button Start Programs Helpmate Scheduler 2002 Palm Pilot Export Utility The HS2002 Palm Pilot Export Utility utilizes a Wizard to walk you through the 3 step export process c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools s Step 1 SETUP Palm Pilot Export Wizard x Step1 Setup r Overview izard will allow you to export your Helpmate Scheduler 2002 ords to the Palm D i datebook datab Once this Wizard has completed this process 4 the Hot Sync functionality between the Pi K your Palm Pilot unit to get the HS2002 data into your hand held unit Before proceeding with the HS2002 Palm Pilot Export Utility make at you have updated your Palm Desktop s syncing your hand held with your Palm Des to r Palm Pilot Configuration Pilot Path User Name Next gt If this is the first time running the Palm Pilot Export Utility you ll be prompted in Step 1 to enter the path to your Palm Desktop software def
48. 2002 product can easily synchronize their People records in Helpmate Scheduler 2002 with their individual records in Church Helpmate 2002 The HS2002 system provides the Church Helpmate 2002 Synchronizer tool to facilitate this functionality The CH2002 Synchronizer tool consists of 5 steps stages Step 1 In this step you ll need to let the CH2002 Synchronizer know where the CH2002 data file exists The CH2002 can either be located on the computer s hard drive or on a shared network drive Church Helpmate 2002 Synchronizer C Program Files CH2002 CH2002data mdb c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools mo Step 2 In this step you ll specify whether or not you want the CH2002 Synchronizer to update People records which were previously imported into HS2002 from CH2002 There are 3 options for this 1 Do not update 2 Update all 3 Only update those records where the Last Modified date in CH2002 is more recent than in HS2002 23 Church Helpmate 2002 Synchronizer c Copyright 2002 Helpmate Technology Solutions m Helpmate Scheduler 2002 Step 3 In this step you ll specify whether or not you want the CH2002 Synchronizer to import into HS2002 individuals from the CH2002 database who are not currently found in the HS2002 People database There are 3 options for this step 1 Do not import 2 Import all 3 Import only those People of 1 or more membership Status val
49. Chapter 7 Reporting amp Other Output Options 128 7 10 3 Event Registration Report Configurator amp Event Registration Report Configurator Start Date Range This Year X From fav 01 2002 4 To f 2 31 2002 ww 2 Event Men s Retreat v Reports Label Form Letters Email Export YY Filter no fiter Title Event Registration Report Men s Retreat 08 30 2002 m Grouping amp Sorting No Grouping Sorted By Person Grouped by Reservation Status Sorted By Person Display Registration Notes on Report IV Display Filter Details on Report Tome Renee ee Besant Sesma Contam ORO BD Based On Event Registration records A Reports Mailing Form Bulk Exports Outputs Available Labels Letters Email c Copyright 2002 Helpmate Technology Solutions 12 Helpmate Scheduler 2002 Description Can be used to generate detailed reports labels form letters bulk emails and export files based on Event Registration records c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 130 7 10 4 Event Report Configurator amp Event Report Configurator x Date Range This Month a From farvor 2002 4 To forest 2002 H Reports Exnort VW Filter no fiter Title Events Report 07 01 2002 07 31 2002 Grouping amp Sorting No Grouping Sorted By Event Start Date C Gro
50. Client Server and Peer to Peer These 2 systems are depicted in the diagrams below In either system you must choose a location fora common HS2002 datafile to be shared by all computers running the HS2002 application The computer or server which stores the common HS2002 datafile will be referred to as the HS2002 Data Server In the Client Server System the Server should be utilized as the HS2002 Data Server In the case of a Peer to Peer system any client computer can be used as the HS2002 Data Server We normally recommend selecting the client computer which will most often use the HS2002 application as the HS2002 Data Serverin a Peer to Peer system To setup HS2002 to function in a Client Server system Client Server System The HS2002 application on the Client computers link to the Server for the HS2002 datafile 1 Install the HS2002 application onto each of the client computers 2 From any of the client computers copy the HS2002 datafile onto the server The default HS2002 datafile filename is HS2002data mdb and it is located in the HS2002 folder on the client computer s hard drive default location is C Program Files HS2002 Make sure that this HS2002 datafile has been copied onto the server in such a manner that it is readable and writable by all client computers 3 On each of the client computers run the HS2002 application and select File Open Data File from the program s main menubar and specify the HS2002 da
51. Helpmate Technology Solutions gt Be ae sfe Helpmate Scheduler 2002 wore eed s way 9 Hel t Scheduler 2002 User s Manual C Copyright 2002 Helpmate Technology Solutions All Rights Reserved Helpmate Scheduler 2002 User s Manual by Helpmate Technology Solutions Revision August 26 2002 Helpmate Scheduler 2002 c Copyright 2002 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the Helpmate Technology Solutions Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document Helpmate Technology Solutions HTS assumes no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall HTS be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Helpmate Scheduler 2002 Table of Contents Chapter 1 Introduction 6 Chapter 1 Introduction sisi cieisicis cds iicsacessiccsciassses
52. ICS wiscsississsissctisescssrsscsnscsnierssetnsenscesstesnsesaversntsserscsetetessareniesssnaanesseneses 173 HS2002 amp Microsoft ACCESS oii ciiiieccecctccccestcessces sesnceas sane disiaran sees aceczsecesscescaseeneccasecescasstsanssecsbaasess 174 Purging Data wA debandes dasdancadassnacoadasiedi ce 175 c Copyright 2002 Helpmate Technology Solutions Chapter 1 Introduction 6 1 Chapter 1 Introduction 1 1 Chapter 1 Introduction Welcome to Helpmate Scheduler 2002 a powerful 32 bit church management software application for Microsoft Windows Whether you are an experienced user of Helpmate Scheduler or a new user evaluating this application for use in your ministry your support and interest is greatly appreciated Our honest prayer is that Helpmate Scheduler 2002 will truly be a helpmate for your ministry thus allowing you to spend more time ministering to your congregation and spreading the saving knowledge of Jesus Christ to all nations It is our desire through our products and services to help you and your church be as effective and efficient as possible Your input and comments of this application are encouraged and appreciated Please let us know how this application has helped you and your ministry and how it could be improved to better serve you Please send us your ideas and we ll do our best to implement them into the standard application Below are some of the highlights that Helpmate Scheduler
53. Item Jenny Smith WW aai ima x a nase Da c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 9 14 TreeView Controls Chapter 9 Reference Information A TreeView control displays a hierarchical list of Node objects each of which consists ofa label and an icon HS2002 utilizes TreeView controls in several areas where it provides the most effective means of displaying and organizing data records as a hierarchy You can navigate through a TreeView control using the mouse or the keyboard Mouse To select a TreeView node object click the node s text or icon You can expand a TreeView node by clicking on the plus sign to the left of the node or by double clicking the node To collapse an expanded node click the minus sign to the left of the node or double click the node Right clicking a node will enable a pop up menu if one exists for the TreeView Keyboard UP ARROW and DOWN ARROW keys cycle downward through all expanded Node objects Node objects are selected from left to right and top to bottom At the bottom of a tree the selection jumps back to the top of the tree scrolling the window if necessary RIGHT ARROW and LEFT ARROW keys also tab through expanded Node objects but if the RIGHT ARROW key is pressed while an unexpanded Node is selected the Node expands a second press will move the selection to the next Node Conversely pressing the LEFT ARROW key while an expanded Node has the focus collapses the Node
54. Restore X Cancel Clicking the Start Restore button will replace the current HS2002 data file with the HS2002 data file contained in the zip file specified by the Restore from parameter above You can specify a default value for the Restore from parameter through the General Program Preferences screen Setup amp Preferences General Program Preferences c Copyright 2002 Helpmate Technology Solutions Chapter 173 Helpmate Scheduler 2002 11 Chapter 11 Advanced Topics 11 1 Chapter 11 Advanced Topics Chapter 11 Sections HS2002 amp Microsoft Access Purging Data c Copyright 2002 Helpmate Technology Solutions Chapter 11 Advanced Topics 174 11 2 HS2002 amp Microsoft Access Chapter 11 Advanced Topics Helpmate Scheduler 2002 is a Microsoft Access database application Why is this important to you Well for one it ensures full Microsoft compatibility with current and future Microsoft operating systems In addition this means that the HS2002 data tables which store your church s information can be linked to by any application capable of linking to MS Access databases The main portion of the Helpmate Scheduler 2002 program consists of 2 files a front end file and a back end file The back end file is also known as the data file The back end file is the file which stores your church s data i e names addresses phone numbers dates etc The front end file is the file which cont
55. Setup amp Preferences General Program Preferences A HS2002 data file backup set is a single file in the industry standard zip format This zip file contains the HS2002 mdb data file A backup set zip file is typically much smaller than the actual HS2002 mdb data file it contains You can expect a backup set zip file size to be about 20 of the size of the HS2002 mdb data file The HS2002 backup function can create a backup set on any currently active drive on your computer for example floppy drive Zip drive shared network drive etc If you desire to send the backup set to floppy disk the backup function supports multiple floppy disk spanning This means that if the backup set is larger than can fit on a single floppy disk you will be prompted to insert additional disks as needed HS2002 has a reminder option which when enabled will periodically prompt you when closing the HS2002 program and ask whether or not you wish to backup the HS2002 data file This reminder enable and the reminder frequency is selectable through the General Program Preferences screen Setup amp Preferences General Program Preferences c Copyright 2002 Helpmate Technology Solutions 171 Helpmate Scheduler 2002 RESTORE In the event that you wish to over write the current HS2002 data file with a data file from a previously create backup set the HS2002 program provides a restore function for this purpose The restore process will over wr
56. Solutions Chapter 1 Introduction 12 1 5 Installation Chapter 1 Introduction The Helpmate Scheduler 2002 product utilizes a standard Windows install uninstall process Installation Instructions 1 With the Windows operating system running close all unnecessary applications 2 Insert the Helpmate Scheduler 2002 CD into your computer s CD drive 3 The HTS CD menu will be displayed after a brief delay From this main menu choose the Full Install option for Helpmate Scheduler 2002 4 Follow the on screen instructions to complete the installation NOTE Ifthe HTS CD menu is not displayed automatically upon inserting the CD into your computer s CD drive you can initiate it manually by the following steps 1 Click the Windows Start button then select Run 2 At the Open command line type the following without quotation marks x autorun autorun exe where x represents the drive letter of your computer s CD drive Un Installation Instructions 1 With the Windows operating system running close all unnecessary applications including the HS2002 application 2 Select the following from the Windows Start button Start Programs Helpmate Scheduler 2002 Uninstall 3 Follow the on screen instructions on uninstalling the product c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 1 6 Licensing Ordering amp Registration Chapter 1 Introduction LICENSING Like
57. System is disabled When disabled no security checks are c Copyright 2002 Helpmate Technology Solutions s Helpmate Scheduler 2002 made and the initial Logon dialog box is not shown during application startup Users amp Permissions Section In this section you will define and configure the various user names for you and others that will be using the HS2002 application If you do not plan on enabling the HS2002 Security System then there is no need to setup anything in this section Ifyou plan on utilizing the HS2002 Security System then you ll want to determine what User Names to create You may choose to create an individual User Name for every person that may use the HS2002 application i e Bob Mary Susan etc or you may choose to create User Names which represent groups of people who will have similar security permissions i e Pastor Secretary Volunteer etc Use the User Name pull down list to change the displayed User Name Use the Delete button to delete the currently displayed User Name Use the New button to add anew user name User the security permissions table to view and or assign permissions for the currently displayed User These security permissions cannot be modified unless a User with Administrate permissions is currently logged on Additional Security System Notes HS2002 includes 2 default User Names upon installation Admin and Guest The Admin user has full read write permissions while the Gue
58. We encourage you to experiment with these various methods to find which works most efficiently for you For example to save a record in the Event Detail Form you could Click the Save button with the mouse Use the lt TAB gt key to position the cursor on the Save button then press the lt ENTER gt key Use the lt Ctrl S gt shortcut key combination c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 e Flagged Records Several of the HS2002 modules including the Resource Event and People modules provide the ability to flag a record Flagged records will be identified with a small red flag in both the Detail View and Explorer Views The meaning of the flagged status is for the user to determine It can be utilized in many ways For example a flagged Event may be used to indicate that some particular action needs to be taken related to the Event There are no doubt many other useful and unique ways of utilizing the flag status h Global Office Chair YA KI Duralite Folding Table 30x96 2 3M Projector Y wA Nikon CoolPix 885 Digital Camera pW New Man 2001 11 pW The Father Book e Required Data Entry Fields The HS2002 application provides many fields in HS2002 Detail View forms and other data entry forms A certain number of these fields are considered to be required fields That is you must provide data for these fields in order to be able to save the record These are the minimum number of
59. a particular Event s record double click the desired Event from the list shown c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events 2 5 7 7 Working with Event Registration records Chapter 5 Events Event registration records are managed from the Registration tab of the Event Detail Form 1 Open the desired Event in the Event Detail Form and select the Registration tab 2 Thereare 3 buttons below the Registration list box control which are used to manage the Event s registration records Use the Open button to open the registration details for the selected registration record Use the Add button to create a new registration record for the Event Use the Remove button to delete the selected registration record c Copyright 2002 Helpmate Technology Solutions Chapter Chapter 6 People oa 6 Chapter 6 People 6 1 Chapter 6 People Chapter 6 Sections People Explorer Person Detail Form Select Person Form TIP Ifyou are just getting started with HS2002 you ll want to make sure you ve read through the People What You Need To Know section found in Chapter 2 before proceeding c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 6 2 People Explorer Chapter 6 People The People Explorer provides you a powerful visual representation of the various People records contained within your database To reach the People Explorer select People People Explorer
60. ab is not displayed for Room Key and Staff Vol Resource types Furniture Detail Piel x QQ cance x KO E KI Duralite Folding Table 30x96 Find Edits Locked FS General Photo Schedule Acquired Value Acquired How Acquired From Staples Acquired Date 01 12 2002 A Acquired Note Purchase Price Current Value Current Condition Excellent X Replacement Cost Created 10 May 2002 Last Modified 03 Jul 2002 Last Modified By H52002 Record 1 of 2 Resource ID 14 a c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources e The Insurance Loan Tab The Insurance Loan tab enables you to record and view information about any insurance policies and or loans related to the Resource This tab is only shown for Vehicle Resources A bel cance x Be el gt E 1996 Chevrolet Yan Find Edits Locked F General Photo Schedule Acquired Yalue Insurance Loan Insurance lt lt Loan Company All Coverage Insurance Inc Company Contact Tim Allen Contact 21 Insurance Ln Created 04 Apr 2002 Last Modified 03 Jul 2002 Last Modified By HS2002 Record 2 of 2 Resource ID 1 eee ae ees TIP Only fields marked with an asterisk are required fields TIP The status bar of the Resource Detail forms found at the bottom of the form displays useful information about the Resource record such as the last date it was modified who it was modified by
61. active records such as previous year s Event records The screen shot below is an example of the Data Purge dialog box for purging Resource records Data Purge Any Rooms Furniture Electronics Library Items StafF olunteers General Any Jenny Smith Pastor Tim Susan Wright Ted Jones To open the Data Purge dialog box select one of the following items from the HS2002 top main menubar Tools Database Utilities Purge Resource Records Tools Database Utilities Purge Resource Reservation Records Tools Database Utilities Purge Event Records Tools Database Utilities Purge People Records NOTE Ifthe HS2002 Security System is enabled only users with full administrative privileges will be able to use these purging tools c Copyright 2002 Helpmate Technology Solutions
62. ail Views What You Need To KNOW 0 ceeeceee eee nuna ceee cee cee eee eeeeceee eee eee eeeeeees anes nese nese aza 25 Resources What You Need To KNOW www mwanamama mwanana wananunua nawaza cee eee eee nana eee eeeeeeeeeees anes nese nese akaa 26 Events What You Need To KNOW ww wwa manna manana unanuka nu ku manana ananuna eee kuna eee eee eee eee ees ness kana nese nenna 27 People What You Need To KNOW ccceccee cece cee eeee eee kununua wiza eee eee kuna nana unnn miaka ku nunua ness nese nena 28 Sample Data Set ccc cscccccccccssccctisiscsaseianssassaseccastaaccasccnsvasessenscedssscvencetscececescneeeseatiacsdscsecsesslaneceassaan 29 Setting Up HS2002 For Your Organization 0 ccc cece cece cece eee eee ee ee eens nunu nunu ease ease ease eeeaseeaseae nawaza 30 Chapter 3 Setup amp Preferences 32 Chapter 3 Setup amp Preferences wcsiscccsceescisscesscescssveescesvvesesseensedsseneecsdveries csseeteseeeeseseeeeeesseeeeeeees 32 General Program Preferences 2 0 2ss ssse0csasccasccssnasesasenscssaetieencateceescescnincasacnacasscten ces ebsaecessiaan 33 General Programm IPI cccseccscssecscsccsecetcsassccssveacacecesadsensadecosavaneecusedveseacesnacsacuceseceacsadeteussecosssasaiscessiecesseda OO General 34 RRESOUPCES iscsstcsissiciecscccsccssusscrsseccssteaisiesteccescsccadcxetegzecesdcauuan siessdececcaruad snetasevsaaaieustistesacccadaasiresesesieaereaisiosaesessica OO Events dac
63. ails on Report Based On Resource Reservation records Reports Exports Outputs Available Description Can be used to generate reports and exported files based on conflicts between resource reservation records c Copyright 2002 Helpmate Technology Solutions 125 Helpmate Scheduler 2002 7 9 5 Resource Reservation Report Configurator amp Resource Reservation Report Configurator x Date Range This Month From 07 01 2002 To 07 31 2002 e Reports Exnort VY Filter no fiter Title Resource Reservation Report 07 01 2002 07 31 2002 Grouping amp Sorting No Grouping Sorted By Reservation Start Date Grouped by Resource Type Sorted By Reservation Start Date C Grouped by Managed By Resource Type Sorted By Reservation Start Date IV Display Filter Details on Report Based On Resource Reservation records Reports Exports Outputs Available Description Can be used to generate reports and exported files based on resource reservation records c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 1 7 10 Event based Outputs 7 10 1 Event based Outputs Chapter 7 Reporting amp Other Output Options The Event based output options are provided by the Event based report configurators These report configurators are available from the Reports Explorer by selecting Reports Event Reports from the Navigation Menu or
64. ains the design of the program s screens reports and underlying source code For example the Helpmate Scheduler 2002 Event Detail Form is used to view and enter detailed information about a particular Event The form being displayed on the screen is an element of the front end file while the actual data displayed is coming from the back end file In this way the front end file essentially links to and uses the back end data file Both the Helpmate Scheduler 2002 front end and back end files are Microsoft Access files mdb This means that you can link to or attach to the Helpmate Scheduler 2002 back end data file from any Windows application which is capable of reading an MS Access database source or other ODBC compliant data sources just as the Helpmate Scheduler 2002 front end MS Access file does These applications include Microsoft Word Microsoft Excel Microsoft Access and various other word processing spreadsheet and database programs For example you could create a new blank Microsoft Access database file using MS Access version 97 or newer and link to the tables of the Helpmate Scheduler 2002 back end data file MS Access refers to this as linked tables Having done so you could then go on to create whatever forms reports queries etc that you wish to create in your database file all using the data from the Helpmate Scheduler 2002 back end data file Actually we provide such a custom front
65. al settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 3 9 Regional Settings Chapter 3 Setup amp Preferences To reach the Regional Settings Setup screen select Setup amp Preferences Regional Settings from the HS2002 main menubar or Navigation Menu Setup Regional Settings 2 Regional Settings Address Label Definitions Gity city State state Zip Postal Code fzip Date Format Desired Format mm dd yyyy x The settings found on the Regional Setting screen allow the user to configure the HS2002 product to conform to their regional formatting and display of various data For example in the U S the term Zip Code is utilized In Canada the term Postal Code is used instead TIP These settings are global settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences KI 3 10 Network Multi User Setup Chapter 3 Setup amp Preferences The HS2002 can be used in a stand alone single computer environment or in a networked multi computer environment Using HS2002 in a multi computer environment enables multiple users to run the HS2002 program from their own computer allowing access to the common HS2002 datafile simultaneously with other users There are 2 main categories of network systems
66. at 07 00 pm for 2 Hour s There are 3 sections to the Event Recurrence Form Cancel E Event Time This is where you specify the starting time and duration of the Event Recurrence Pattern This is where you specify the pattern of the recurrence Range of Recurrence This is where you specify the starting and ending dates for the recurrence The complete recurrence pattern which is a combination of the start time duration recurrence pattern and recurrence range is displayed in text format at the bottom of the form c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events s 5 6 Event Registration Detail Form Chapter 5 Events The Event Registration Detail Form is used to manage each Event registration sign up Also if the Event requires a registration fee the Event Registration Detail Form is where the registration payments are entered and managed This Form is opened through the Event Detail Form s Registrations tab by either the Open or Add buttons 5 Event Registration Detail mje E3 SPE kE Person Tony Adams Reg Status Booked Full Pmt Rec d Je Date Registered 0770572002 B Fee 10 00 Time Registered fiz 18 pm Registration Payments Amount Reference Comment mem Eo ph fatal ranma pao X mme eop CSCS Total Paid 10 00 Add Payment e Y Comment Created 05 Jul 2002 Last Modified 11 Jul 2002 Last Modified By H52002 There are 2 required
67. ate Scheduler 2002 2 Chapter 2 Getting Started 2 1 Chapter 2 Getting Started This chapter is essential in understanding the basic concepts of the Helpmate Scheduler 2002 system It is probably the most important section of the HS2002 documentation We strongly encourage that all individuals read through this short but vital chapter before using the HS2002 product doing so will significantly enhance your ability to utilize HS2002 to its fullest potential Chapter 2 Sections General Concepts What You Need To Know Explorer Views What You Need To Know Calendar Views What You Need To Know Detail Views What You Need To Know Resources What You Need To Know Events What You Need To Know People What You Need To Know Sample Data Set Setting Up HS2002 for your Organization c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started 18 2 2 General Concepts What You Need To Know Chapter 2 Getting Started e Context Sensitive Helpfile The HS2002 Helpfile system is context sensitive This means that when you activate the helpfile the help system automatically displays the most appropriate help topic based on the current active screen form For example let s say you re working in the Individual Detail Form and you have a question about one of the form s fields Activating the helpfile from this form will cause the helpfile to be opened and the topic associated with this form automatically displayed
68. ators it s important to utilize the parenthesis and to bracket the criteria statements logically the way you intend the filter to be interpreted c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools Once a criteria statement has been added to the filter and is displayed in the Filter ListView control you can edit the criteria statement by 1 Selecting the desired criteria statement by clicking with the left mouse button from the Filter ListView control Doing so will populate the bottom controls ie the AND OR Operator Filter Value and controls with the selected criteria statement Modifying the criteria statement as desired using the AND OR Operator Filter Value and controls 3 Clicking the Replace button to apply the changes N The Up and Down arrow buttons on the right hand side of the form enable you to re order the criteria statements in the Filter ListBox control When the design of your filter is complete you can use the Verify Filter button to have the program validate the design and let you know if there are any problems The Close button will save the design and return you to the Custom Filter Select form c Copyright 2002 Helpmate Technology Solutions 139 Helpmate Scheduler 2002 8 3 Church Helpmate 2002 Synchronizer Chapter 8 Tools Although the Helpmate Scheduler 2002 product is a stand alone system users of our Church Helpmate
69. ault location is C Palm and the user name given to your Palm Pilot You can modify these configuration fields Pilot Path and User Name at any time by clicking on the Change button Once you have entered this configuration info or if it has been previously entered click the Next button to proceed to Step 2 c Copyright 2002 Helpmate Technology Solutions KI Helpmate Scheduler 2002 Step 2 EVENTS Palm Pilot Export Wizard _ Step1 Setup Step2 Events A Do you wish to include ALL H52002 Event records in the export to All your Palm Pilot or only a subset Subset B Use the filtering controls below to specify the criteria for which Event records should be included in the export Start Date Events After w X Events Prior To fa v r Event Category Speaker Facilitator Pastor Tim Tony Adams Grade School Events High School Events Jr High Events Marriage Retreats Sem Men s Events Flagged Use lt Ctrl gt button while selecting items with mouse to select multiple items Use lt Ctrl gt button while selecting items with mouse to select multiple items Flagged Either lt Back Next gt In section A of Step 2 you will indicate whether or not you want to include All ofthe Event records in the HS2002 database or only a Subset Ifyou chose Subset in section B you will indicate which Event recor
70. aved and returned to the locked mode A Detail View form will display its locked status in the upper right hand area of the form Also while in locked mode the form s data entry fields will have a gray background color These data entry fields will have a white background when the form is in edit mode c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started 26 2 6 Resources What You Need To Know Chapter 2 Getting Started HS2002 utilizes Resource records to identify various resources and assets available to your organization Below are some important concepts to know about Resource records e Resources can be reserved by a Person from the HS2002 People database or by an Event e HS2002 provides 8 Resource Types or categories for your Resource records y Rooms 4 Furniture Items 2 Electronics Items Library Items Keys Vehicles En Staff Volunteers 5 General e The main HS2002 forms screens associated with managing Resources records are Resources Explorer Resources Reservation Calendar Resource Scheduler Resource Detail forms 1 for each of the 8 Resource Types c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 2 7 Events What You Need To Know Chapter 2 Getting Started HS2002 utilizes Event records to identify and manage the various activities held in conjunction with your organization such as retreats workshops seminars conferenc
71. bai vind scedecasetindvetesdcencbataressteedousdt nies sescahauduesbinessdeeaareiteaees ttecban dest E A E EEEE OL People sctdasedsteecees EEEE EEE bxcac szeiaeerced PERES E TAE OO Colors ab EEEE PEE E I T E E E E E E E E E AA Resources SetUP iis cas ciis ices cen iccsceecescsescbecias eben cad cbeacsieetinacessnensadsasvada cass ncsidassnedecasedacedaescegecabaneeedeesii 40 AI te LA a AAA 41 People SHUP nee ee 42 User Information Setup ssisccsssisccccencccccsseciscsesctecies cetecses stescces KUKU KI KUU UKU KKK KIUKA KWENU SH KUKU KEKUK vereeseetreteeess 43 Security System Setup cccscccccccccccccsescsesscestee seas sesccascessncacssvensceeaeticecettscecectscieecatieegcoetabe cece assai tirai 44 Postal Code Lookup Table Setup isccs ciccccccsicccecisecceecsisscessianseas sasccasecsancaesasssasesacenaeecaeteesscetsoeseseees 46 Regional Setting ossisccsssciscssrscsecc vencceccssetiscss sete cseeceteesesstescces ceescees ceaeesectsteae es seeeeees senbeese eeneereeerntieess 47 Network Multi User Setup vsssssisccisescssccssesiccscsceesssceeteesesseesscescesnveseteseesecessnaredsseeseedseeeeeesereesscteetieeess 48 c Copyright 2002 Helpmate Technology Solutions Contents i Chapter 4 Resources 51 Chapter 4 ROSOUICES Sia KE Su arIEA SAVENN SE ANE AA NEKA NENNE ES KENAN ENESENN iNNi 51 Resources EXplorer siscsccissscccccssssccscsscsasaissssccecasesaaacasdcasaccastaaccatasasecedesasasnasseascdsasaaeiesasaseasaveagseesanns 52 Resource Reservation Cal
72. bled every year This growth is testimony to the quality products and services that HTS is providing to today s churches and non profit organizations c Copyright 2002 Helpmate Technology Solutions Chapter 1 Introduction e 1 3 License Agreement Chapter 1 Introduction END USER LICENSE AGREEMENT EULA and Limited Warranty Helpmate Scheduler 2002 Helpmate Technology Solutions HTS IMPORTANT INFORMATION Please Read Do NOT use the SOFTWARE which term includes the product documentation until you have carefully read this Agreement which provides the terms and conditions for its use Installing the SOFTWARE indicates that you have read understand and accept this Agreement If you do not accept this Agreement return it with the original receipt or invoice to Helpmate Technology Solutions Attn Returns PO Box 619 Union KY 41091 USA PERMITTED USE AND RESTRICTIONS ON USE The SOFTWARE is licensed to the end user not sold HTS provides two licensing plans for the SOFTWARE Single User License and Site License 1 SINGLE USER LICENSE Upon purchasing a Single User License of the SOFTWARE you are granted a personal non exclusive license to use one 1 copy of the SOFTWARE and any final edition thereof only on a single computer and a single terminal Installation of the SOFTWARE on more than one 1 computer is prohibited even if these installations would not be utilized concurrently forexample 1 user with 2
73. bove shows how the display can display all Event records for the displayed year by choosing Show All Events However you could easily viewonly those Events of a certain Category those the havea starting date of this month those created this month and so on Right clicking an Event s record from the ListView Data control will display a useful menu as shown below 3 Ral 08 28 2002 08 28 2002 Wed Night Service General 3 Ral 08 29 2002 08 29 2002 Tony s Thurs Morning Bible General 20 08 31 2002 Men s Retreat Men s Events za 2002 09 04 2002 Marriage Conference Marriage Retr 09 04 2002 09 04 2002 Wed Night Service S Open 4 09 05 2002 09 05 2002 Tony s Thurs Mornir Event Profile Report 09 06 2002 09 06 2002 test Registration Report gt BS 09 11 2002 09 11 2002 Marriage Conferenc Y Flag UnFlag 3 Ral 09 11 2002 09 11 2002 Wed Night Service 3 Ral 09 12 2002 09 12 2002 Tony s Thurs Mornir 633 New Event 3 Ral 09 18 2002 09 18 2002 Marriage Conference Marriage Retreats Semi lt 3 Bal 09 18 2002 09 18 2002 Wed Night Service General TIP Double clicking an Event will open the Event s record in the Event Detail Form this is equivalent to the menu item Open from the right click pop up menu TIP As with all of the HS2002 Explorer Views the Events Explorer view is a Read Only view This means that you can t edit the data displayed Editing must be done from the Event Detail Form c Copyright 2002 Helpmate Techno
74. ce to store the datafile performance speed of the computer etc TIP The ability to choose a data file is disabled while running the product in Demo mode c Copyright 2002 Helpmate Technology Solutions Chapter 51 Helpmate Scheduler 2002 4 Chapter 4 Resources 4 1 Chapter 4 Resources Chapter 4 Sections Resources Explorer Resource Reservation Calendar Resource Scheduler Resource Detail Forms Reservation Detail Form TIP Ifyou are just getting started with HS2002 you ll want to make sure you ve read through the Resources What You Need To Know section found in Chapter 2 before proceeding c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources 52 4 2 Resources Explorer Chapter 4 Resources The Resource Explorer provides you a powerful visual representation of the various Resource records contained within your database Toreach the Resources Explorer select Resources Resource Explorer from the program s main menubar or from the Navigation Menu The Resource Explorer view is made up of 2 parts the TreeView filter component on the left and the ListView data component on the right as shown below Explorer OF x 8 Refresh uja Resource Explorer Rooms IL Resourceame Resource Type Mang Furniture Electronics Library Items Keys Vehicles Staff olunteers General Managed By Status Created Modified Custom Filters Flagged mee Show All Resources Sj Rm
75. ck is understood to be a left mouse button click A mouse right click is specified when a click of the mouse s right button is intended c Copyright 2002 Helpmate Technology Solutions 19 Helpmate Scheduler 2002 9 6 Menubars amp Toolbars Chapter 9 Reference Information MENUBARS The HS2002 program s main menubar is located just beneath the application s main title bar This menubar provides a navigational system for the application which can be utilized through mouse or keyboard operations The operation of the menubar is similar to most other Windows based applications Each menu lists a family of selections and each selection performs a specific action The HS2002 main menubar will change slightly depending on active form and whether or not the current form is a Detail or Explorer View form Using the Menus You can open a menu by clicking it or by pressing lt Alt gt plus the letter that is underlined in the menu s title For example to open the File menu you press lt Alt gt lt F gt You can choose a menu selection by clicking it by pressing its underlined letter or by using the cursor arrow keys to highlight it and then pressing lt Enter gt Any menu selections that appear in grey are disabled and not currently available TOOLBARS Toolbars are essentially a collection of buttons located on a form which allow quick access to the most common functions of the form The HS2002 program utilizes for
76. computers 2 SITE LICENSE Upon purchasing a Site License of the SOFTWARE you are granted a personal non exclusive license to use an unlimited number of copies of the SOFTWARE within a single Site A Site shall be defined as a geographical region of no larger than a 1 2 mile 8 km radius Usage of the SOFTWARE within a Site is permitted for a single organization only A Site License also permits usage of the SOFTWARE on personal home computers of employees or volunteers of the organization assuming that the usage is strictly related to the organization which has purchased the software license You may make archival or backup copies of the SOFTWARE s installation files for your own use However because the SOFTWARE is protected by the copyright laws it is illegal to make additional copies or otherwise duplicate the SOFTWARE by any other means including electronic transmission to give copies to another person or to modify adapt translate rent sublicense loan lease separate resell for profit distribute create derivative works based upon or network the SOFTWARE or any part thereof The SOFTWARE also contains HTS trade secrets and you may not decompile or otherwise reverse engineer the SOFTWARE You may permanently transfer all of your rights under this license agreement provided you retain no copies you transfer the SOFTWARE including all component parts the media and printed materials any upgrades and this license agreement
77. computers running HS2002 on the network eventhough they might be sharing the same HS2002 data file will not be affected by these Preference settings To reach the Preferences screen select Setup amp Preferences General Program Preferences from the HS2002 main menubar or Navigation Menu amp Preferences Local Settings X a General ls Resources gal Events People ay Colors r Data Source Setup r Navigation Menu Data File change M Show Navigation Menu fes Helpmate Scheduler H52002 H52002data mat Default Display Explorer Views X Photo File Path Defaut Icon Size Large m fe WHelpmate Scheduler HS2002 Photos r Backup Restore r Default Address For Data Entry IV Enable Data File Backup Reminder City Reminder Freq days 10 State Postal Code Default Backup Location Browse as HS2002Backup zip r Mise Email Address IV Enable Sounds Secure IV Include Data File in Titlebar Report Header Your Church A Christ centered church with a Christ centered mission As shown above the Preferences screen is divided into the following tabs sections General Tab Resources Tab Events Tab People Tab Colors Tab c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences a 3 2 2 General Chapter 3 Setup amp Preferences i General ls Resources kg Events f People D Colors Data Sourc
78. cord in 3 ways 1 People Explorer From the People Explorer s toolbar select the New Person button The Person Detail Form will be opened to a new Person record ready for your data entry When you are finished entering the Person s data click the Person Detail Form s Save button fa to save the new record 2 People Detail Form From the People Detail Form s toolbar select the New Person button i This will place the form at a new blank Person record ready for your data entry When you are finished entering the Person s data click the Person Detail Form s Save button j to save the new record 3 File Menu From the HS2002 top main menubar select File New Person This will open the Person Detail Form to a new Person record ready for your data entry When you are finished entering the data click the Person Detail Form s Save button i to save the new record TIP Ifyou are using the HTS Church Helpmate 2002 product you can use the CH2002 Synchronizer tool to synchronize your HS2002 People database with your individual records in CH2002 TIP Any data fields with an asterisk next to them are required fields and must be filled in before you can save the record c Copyright 2002 Helpmate Technology Solutions 103 Helpmate Scheduler 2002 6 5 4 Editing people Chapter 6 People 1 Open the desired Person record in the Person Detail Form Click the Unlock button g at the top left hand corner of the Pe
79. d s control as shown in the example screen shot below Range of Recurrence Start 07 17 2002 July 2002 EE SMTWTFS 3123456 7 8 9 10111213 14 15 16 18 19 20 21 22 23 24 25 26 27 28293031 1 2 3 45678910 e Workspace Overview The image below displays the major items contained in the HS2002 product s workspace Resource Explorer E Resource Calendar Resource Scheduler 7 Room Detail FA Furniture Detail w T c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 Module Relationships The HS2002 program utilizes 3 main modules below depicts the relationships that exist between these 3 modules People can People can reserve Resources register for Events Rooms Events can Furnitur pa mikaa a reserve Resources L ICATOMCS P Library keys Resources Main Module Relationships Events Resources and People The image c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started 22 2 3 Explorer Views What You Need To Know Chapter 2 Getting Started The HS2002 Explorer views provide various list view and tree view structures which result in an extremely powerful visual representation of your data The HS2002 Explorer views function verymuch like the Windows Explorer provided by the Windows operating system The Windows Explorer allows you to explore and browse the folders and files on your computer s hard drive
80. ds you would like to include in the Palm Pilot export by specifying various criteria such as Category Speaker Facilitator date range etc Click the Next button to proceed to Step 3 c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools 10 Step 3 PROCESS a Palm Pilot Export Wizard _ Step Setup Step2 Events Step3 Process Export Summary Information Event Records Subset of Events 119 Events erify that the Palm Desktop software application is not running Then click the Finish button below to process the data export to your Palm Desktop software s Datebook database Finish In Step 3 you will be shown a summary of export statistics number of Event records to be exported To proceed with the export process click the Finish button Upon completion of the data export process you will receive the following confirmation screen Completed Export completed successfully Your Helpmate Scheduler 2002 Event data has been exported to the Palm Desktop software s date book You will need to perform a Hotsync function to get this data loaded to your hand held unit At this point the selected HS2002 Event records have been exported to the Palm Desktop software s datebook database You can now transfer this data to your hand held unit using the Hotsync process To begin the Hotsync process connect your hand held unit to your computer using the cradle and then click the unit s
81. dual occurrence of a recurring Event The example screen shot below is an example of a one time Event record Event Detail Men s Retreat AJ conce gt r i General Registration Resources Event Name Men s Retreat x Event Category Men s Events x Speaker Facilitator Pastor Tim m r Date Time amp Recurrence Start Date 8 30 2002 End Date ps1 2002 4 Start Time 7 00 pm End Time poo pm a Created 19 Apr 2002 Last Modified 05 Jul 2002 Last Modified By H52002 f JJ For recurring Events for example a weekly meeting you can open what s known as the recurrence series master or an individual occurrence of the series When attempting to open a recurring Event in the Event Detail Form the following dialog box will be displayed Select Open Mode This is a recurring event Do you want to open only this occurrence or the series C Open this occurrence c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events o In most cases you ll want to choose to open the recurrence series master which you ll use to configure the specific recurrence pattern for the Event for example the 1st Tuesday of every month However there may be times when you d want to open a specific occurrence for example Tuesday Sept 3 2002 If you open the recurrence series master the Date Time amp Recurrence section of the General tab will appear as shown below
82. e Form Letters tab are very similar regardless of which report configurator is being used A screen shot of the People Report Configurator s Form Letters tab is shown below amp People Report Configurator X Directory Reports Labels Form Letters Jemsi Export VY Filter no fiter Saved People Form Letters Save Save s Rename Delete IV Include address info at top of letter I Include current date at top of letter Address Label Name Label Name Date Display Format mm ddfyyyy X Greeting Greeting Data Field Suffix Pear m cresting m E Times New Roman Size 9 Body Text This is some sample text for my sample form letter It would say something very special and informative NOTE To paste in text from the Windows Clipboard place the cursor in the Body Text field and then press lt Ctrl gt lt gt Top Margin 2 iin Paper a Letter 8 5x11 in Sort by Name X The top section of the Form Letters tab includes a yellow background pull down control where you can retrieve and use previously saved form letters These saved form letters configure the controls in the middle and lower section of the Form Letters tab These controls set such parameters as display options greeting options body text sorting options font settings etc You can manually adjust these controls and if desired save these settings using the Save or Save As buttons The Save button will take a
83. e Resource Report Configurator s Export tab is shown below amp Resources Report Configurator X YY Filter no filter Reports Export HTML Format FileName e Helpmate Scheduler Hs2002 Export Resources csv Browse IV Include Field Names As First Row Sort by Resource Type Resource Name Export 2 Exporting options typically include e Choice of either CSV comma separated variable or HTML file format c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options ns e Sorting options e Option to include the data field names as the first row of the exported file e Folder path and filename for the exported file The Export button will export the data using the specified options NOTE REGARDING EXPORT FILE FORMATS e Comma Separated Variable CSV Readable by most text editors such as the Windows Notepad and Wordpad applications as well as most spreadsheet type applications such as Microsoft Excel and Lotus 123 e Hypertext Markup Language HTML Readable by Internet web browsers such as Microsoft Explorer and Netscape Navigator as well as by many Word processing applications such as Microsoft Word c Copyright 2002 Helpmate Technology Solutions n Helpmate Scheduler 2002 7 8 Filtering Options Chapter 7 Reporting amp Other Output Options Many of the HS2002 report configurators provide a Filter tab for you to
84. e Explorer Person Detail Form c Copyright 2002 Helpmate Technology Solutions 2 Helpmate Scheduler 2002 2 9 Sample Data Set Chapter 2 Getting Started The HS2002 application includes in its initial installation a sample data set consisting of numerous sample data records This sample data set provides new users the immediate ability to play with the application You may either modify the sample data records with actual real data for example change the name and other details about a particular Resource record to match a real Resource or you may delete the sample data records and start your real data entry with new records Although there is no means to automatically delete all of the sample data records there are data purging tools available to quickly delete multiple records from the HS2002 database To reach these tools select Tools Database Utilities from the program s main menubar NOTE The ability to delete and or add new People or Resource records in HS2002 is restricted when the program is running in Demo mode Once a license of HS2002 has been purchased and the program has been registered this restriction will be removed c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started 2 10 Setting Up HS2002 For Your Organization Chapter 2 Getting Started Before entering your church s data into the HS2002 database you ll want to customize certain aspects of the application for
85. e Setup Navigation Menu Data File change IV Show Navigation Menu fes Helpmate Scheduler H52002 H52002data mat Default Display Explorer Views m Photo File Path Default Icon Size Large fc Helpmate Scheduler H52002 Phatos r Backup Restore r Default Address For Data Entry IV Enable Data File Backup Reminder City Reminder Freg days 10 State Postal Code Default Backup Location Browse as HS2002Backup zip r Mise Email Address IV Enable Sounds Separator IV Include Data File in Titlebar Report Header your Church 4 Christ centered church with a Christ centered mission Data Source Setup Section e The Data File displays the folder path and filename of the current active HS2002 data file To specify a HS2002 data file to be used by the HS2002 program use the Change button e The Photo File Path holds the folder location where the photo image files for Households Individuals and Contacts are located Backup Restore Section e Use the Enable Data File Backup Reminder checkbox to enable the backup prompt when exiting the HS2002 program e Use the Reminder Freq days parameter to specify the reminder frequency for the automatic backup prompt the Enable checkbox must be checked for this parameter to take effect e Use the Default Backup Location parameter to set the default location and filename when creating backups This location and
86. e for the performance of services or products provided by third parties in connection with the marketing and distribution of the SOFTWARE LIMITATION OF LIABILITY AND DAMAGES The entire liability of HTS and its representatives for any reason shall be limited to the amount paid by the customer for the SOFTWARE or related services as applicable purchased from HTS or its authorized reseller To the maximum extent permitted by applicable law HTS and its licensors distributors dealers or suppliers are not liable for any indirect special incidental or consequential damages including damages for loss of business loss of profits or investment or the like whether based on breach of contract breach of warranty tort including negligence product liability or otherwise even if c Copyright 2002 Helpmate Technology Solutions Chapter 1 Introduction HTS or its representatives have been advised of the possibility of such damages and even if a remedy set forth herein is found to have failed of its essential purpose Some states do not allow the limitation and or exclusion of liability for incidental or consequential damages so the abovelimitation or exclusion may not apply to you The limitations of damages or liability set forth in this Agreement are fundamental elements of the basis of the bargain between HTS and you You acknowledge and agree that HTS would not be able to provide this product on an economic basis without such limitations
87. e list will open the registration record just like the Open button The Add button will create and new registration for the Event and open the Event Registration Detail form where you can input the details The Remove button will delete the selected registration The Registration Report Configurator provides an easy way to produce a report of the registrations for the Event c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events 2 The Resources Tab The Resources tab is where you can view and manage the Resource reservations for those resources needed for the Event feat coves 2 General Registration Resources Resources Reseved for this Eve Start Date End Time KI Duralite Folding Tabl Furniture Item 08 30 2002 7 08 31 2002 3M Projector Electronics Iten 08 30 2002 7 08 31 2002 Easel with Dry Erase Bc General Item 08 30 2002 7 00 PM 08 31 2002 Created 19 Apr 2002 Last Modified 05 Jul 2002 Last Modifiedby Hs2002 f The 3 buttons in the lower left hand corner Open Add and Delete enable you to manage the Resource reservations The Open button will open the selected Resource reservation record in the Reservation Detail form where you can view and or edit any of the reservation details Double clicking a reservation record from the list will open the reservation record just like the Open button The Add button will create and new Resource reservation for the Event and open the Reservat
88. eft hand side of the Events Explorer to display a desired filter set of Event records in the right hand side ListView control For example let s say you were searching for an Event that you knew was a Women s Event Category You could expand the Event Category node of the Events Explorer s TreeView control and then click the Women s Event category This will filter the Explorer s ListView control to display only Event records which are in the Women s Event category Using the TreeView control to filter the ListView control s data will make locating records much easier and more manageable as the number of records in your database grows The ListView control displays Event records with basic information For more detailed information about a particular Event record double click the Event s name or right click it and select Open from the pop up menu Doing so will open the Event record in the Event Detail Form Using the Event Calendar 1 Activate the Event Calendar by selecting Events Event Calendar from the HS2002 Navigation Menu or top main menubar Adjust the month and year of the calendar control to view the desired month The filtering capabilities of the Event Calendar can be used to reduce the Events included in the calendar display to only those meeting a specific criteria For more detailed information about Events on a particular day double click the day s box in the calendar Doing so will open a pop up window To open
89. end MS Access file with the Helpmate Scheduler 2002 installation This database file named CustomFrontEnd mdb is an MS Access file which has the table links to the Helpmate Scheduler 2002 back end data file already set up and linked to it will be located on your computer in the folder on your hard drive where you installed HS2002 default location is C Program Files HS2002 This CustomFrontEnd mdb database file is completely open for the user to modify as they wish using MS Access i e converting to a specific version of MS Access or adding new forms new reports new queries etc to use with the HS2002 back end data Many of our customers who are familiar with MS Access really appreciate the ability to link up to the Helpmate Scheduler 2002 back end data file with the CustomFrontEnd mdb database file enabling them to tap into the full power of Microsoft Access with their Helpmate Scheduler 2002 data TIP Helpmate Technology Solutions is always ready and willing to implement any customizations you may desire into the HS2002 product Our programming rates are very competitive and we d be happy to providea no cost no obligation programming quote c Copyright 2002 Helpmate Technology Solutions 175 Helpmate Scheduler 2002 11 3 Purging Data Chapter 11 Advanced Topics HS2002 provides the ability to quickly purge or delete data records from the database You can use this functionality to remove outdated or in
90. endar ccccceccceecccecececeeecueeueeauenaueacuenseeeseusneuseuseuseauseeususueeserenenenens 54 Resource Scheduler UA AAA AAA AA E aS EEEa 56 Resource Detail FORMS ia 57 Reservation Detail FOP sssivsivsvssastiacescesiwassanitumnsaactadasaeaasavsans seannaeaiuss tans ia Aa AIOE r Ariran eTii 63 Reso rce Pro arscccsscestisccsetesieesaessunssdastentetiecsasasceessaesawssaasaestasdetesacearsenrdasxteusnesasawrsaleiessacares 65 Resource Proced reS AAA Viewing RESOUS wai aa i dia EA EE ETE iY Adding NEW RESouUrCES i iais coc sceccscsccccccczscccencces cosczctenseceadsencad tens endr ceadeentecsuds iced zecttexcesseesdeeccesecezsesezeiceizeeticeceastes Editing Resources isie aa seis se ea cat a a scans eae co seen ce selena nays ne es epee eee eterna eee Deleting ROSOUICCS AKE za Searching for a Resource wwwmmmamaaamaamawamaa Reserving ReSOUrCES scctccceseecceeeseeeeeeeeeteeeeeees Chapter 5 Events Chapter 5 EVentS icicicssiciccetevesccssttssascdettscstnedeasccsetaetssnerascecsesndescholasescaesbisstndsseerdsstbecsdaeiaetssaesseeten Events Explorer UA AA AA AAA AAA KAA AAA AA AAA SAA AAPA AWA Event Calendar ssiiscoscissccascencccastececcasscteccesctin cae cbanecaccsnacassianseadiasvaasccsateaisassniaeaastnacssaetvesssetseascaeenes Event Detail FORM is cscsccccssccccccscscscccstzecgecszete cece ttsanssettisscestbaaaess sabe sescascasesaseesvesveeaeceseteceeeetecescate003 Event Recurrence Form wwa cscs eteesesseesacessessvesvie
91. ent records in the right hand side ListView control The ListView control displays Event records with basic information For more detailed information about a particular Event double click the Event s name or right click it and select Open from the pop up menu Doing so will open the Event record in the Event Detail Form NOTE Ifthe Event selected is a recurring Event you ll be asked whether you d like to open the recurrence series master record or the single occurrence record Using the Event Calendar 1 Activate the Event Calendar by selecting Events Event Calendar from the HS2002 Navigation Menu or top main menubar Adjust the month and year of the calendar control to view the desired month For more detailed information about Events on a particular day double click the day s box in the calendar Doing so will open a pop up window To open a particular Event s record double click the desired Event from the list shown NOTE Ifthe Event selected is a recurring Event you ll be asked whether you d like to open the recurrence series master record or the single occurrence record c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events 5 7 3 Adding new Events Chapter 5 Events You can begin the creation of a new Event record in 4 ways Events Explorer From the Events Explorer s toolbar select the New Event button i You will then be asked as to whether this new Eventis a one time occurring Event or a recur
92. entire field value is selected Up Arrow Scrolls the screen up Down Arrow Scrolls the screen down PgUp Moves the cursor up one screen PgDn Moves the cursor down one screen Home Moves the cursor to the beginning of the line where the cursor is positioned End Moves the cursor to the end of the line where the cursor is positioned Del Deletes the character in the current cursor position in a form or dialog box c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 9 4 Shortcut Keys Chapter 9 Reference Information Keyboard Shortcuts for HS2002 Detail View forms New Record CTRL N Edit Record CTRL E Save Record CTRL S Print CTRL P Cancel Edits CTRL Z Delete Record CTRL D Expand Find Pull Down List CTRL W Close Form CTRL Q General Keyboard Shortcuts Move to next field in form or dialog box TAB Move to previous field in form or dialog box SHIFT TAB Move to next tab in form or dialog box CTRL TAB Move to previous tab in form or dialog box CTRL SHIFT TAB Expand pull down list control ALT DOWN ARROW Close pull down list control ESC Select or clear a checkbox control SPACEBAR Move between options in the selected pull down list or between options in a group of options Arrow Keys To undo changes in the current field ESC To move one character to the right in a text box RIGHT ARROW To move one word to the right in a text box CTRL
93. eople tab allows the user to specify default settings with regard to the data entry and display of People records e The Show Church Helpmate 2002 Synchronizer note when creating new People records checkbox is used to enable disable this option TIP These preference settings are localized settings which affect only the computer on which the preference setting was made Other computers which might be running HS2002 and linked to the same data file will NOT be affected by preference settings c Copyright 2002 Helpmate Technology Solutions 3 Helpmate Scheduler 2002 3 2 6 Colors Chapter 3 Setup amp Preferences The Colors tab allows the user to specify color settings to be utilized by various program objects TIP These preference settings are localized settings which affect only the computer on which the preference setting was made Other computers which might be running HS2002 and linked to the same data file will NOT be affected by preference settings c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences o 3 3 Resources Setup Chapter 3 Setup amp Preferences To reach the Resources Setup screen select Setup amp Preferences Resources Setup from the HS2002 main menubar or Navigation Menu Setup Resources 5 Resources Setup List Data Library Item Types zazi oak Library Item Language Ted Jones vehicle Types Resource Status Acquired How
94. erson or for an Event The Person or Event field identifies the appropriate Person or Event The Reservation Text is the text which is displayed on the Resource Scheduler s time bars TIP Only fields marked with an asterisk are required fields TIP Always remember that to make any modifications to the reservation record the form must be placed in Edit mode first to enable editing using the g button or the lt Ctrl gt lt E gt keyboard shortcut c Copyright 2002 Helpmate Technology Solutions KI Helpmate Scheduler 2002 4 7 Resource Procedures 4 7 1 Resource Procedures Chapter 4 Resources Viewing Resources Adding new Resources Editing Resources Deleting Resources Searching for a Resource Reserving Resources c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources e 4 7 2 Viewing Resources Chapter 4 Resources Using the Resources Explorer 1 Activate the Resources Explorer by selecting Resources Resources Explorer from the HS2002 Navigation Menu or top main menubar 2 Use the TreeView control on the left hand side of the Resources Explorer to display a desired filter set of Resource records in the right hand side ListView control 3 The ListView control displays Resource records with basic information For more detailed information about a particular Resource record double click the Resource s name or right click it and select Open from the pop up menu Doing so will open
95. es etc Below are some important concepts to know about Event records e Event records can be used to represent single one time occurring events or recurring events e Events can reserve Resources for example an retreat might need to reserve a video projector e Ifthe event requires sign up or registration HS2002 allows you to record registration details including payment of fees if applicable e The main HS2002 forms screens associated with managing Event records are Events Explorer Event Calendar Event Detail Form c Copyright 2002 Helpmate Technology Solutions Chapter 2 Getting Started EJ 2 8 People What You Need To Know Chapter 2 Getting Started HS2002 utilizes People records to maintain information on the various individuals who might either reserve any of your organization s resources or sign up register for an Event held by your organization Below are some important concepts to know about People records e People can reserve Resources for example John Smith could reserve the church van for a weekend e People can register sign up for any Event record in HS2002 e People records can be manually entered in the HS2002 database or they can be imported and maintained automatically from the Church Helpmate 2002 individuals database if your organization is also using the Church Helpmate 2002 product e The main HS2002 forms screens associated with managing People records are Peopl
96. eservation from this pop up menu will open the Reservation Detail Form and create a new reservation record Event Detail Form Double clicking on a resource from the Resources tab of the Event Detail Form or clicking the Open button will open the Resource reservation in the Reservation Detail Form Also clicking the Add button from the Resources tab of the Event Detail Form will open the Reservation Detail Form to a new record ready for your data entry File New Reservation This will open the Reservation Detail Form to a new record ready for your data entry c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources KI Reservation Detail x Resource BM Projetor S x Type Electronics Start Date 0873072002 Start Time 07 00 pm End Date Jos 2002 HI End Time 000 pm E ReservedBy ee Type Person Event Person or Event Men s Retreat Select Reservation Text Men s Retreat Comments A reservation record consists of the following elements What is the Resource being reserved This is specified by the Resource pull down control What is the time period for the reservation This is specified by the Start Date Start Time End Date and End Time controls Who is reserving the Resource This is specified in the Reserved By section First a Type must be selected as either Person or Event indicating that the reservation is being made either for a P
97. etc TIP Always remember that to make any modifications to the Resource record the Detail form must be placed in Edit mode first to enable editing using the g button or the lt Ctrl gt lt E gt keyboard shortcut c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 4 6 Reservation Detail Form Chapter 4 Resources The Reservation Detail Form is used to manage a particular Resource reservation record for example what is the Resource being reserved when is it being reserved for who is reserving it etc The Reservation Detail Form can be opened by any of the following methods Resource Reservation Calendar Double clicking on any date will open a pop up window showing all reservations for the selected date Double clicking a particular reservation from within this pop up window will open the reservation in the Reservation Detail Form Also clicking the Add New Resource Reservation for this Date will open the Reservation Detail Form to a new record ready for your data entry Resource Detail Forms Double clicking a reservation from the Schedule tab from any of the Resource Detail forms will open the reservation in the Reservation Detail Form Resource Scheduler Double clicking a reservation s time bar from the Resource Scheduler will open the reservation in the Reservation Detail Form Resource Explorer Right clicking on a Resource from the Resource Explorer will display a pop up menu Choosing Make R
98. ete button x Select Yes at the delete confirmation prompt TIP Deleting a Resource record will also delete any resource reservation records associated with the Resource c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources 4 7 6 Searching fora Resource Chapter 4 Resources Using the Resources Explorer 1 Activate the Resources Explorer by selecting Resource Resources Explorer from the HS2002 Navigation Menu or top main menubar 2 Use the TreeView control on the left hand side of the Resources Explorer to display a desired filter set of Resource records in the right hand side ListView control For example let s say you were searching for a Resource who you knew was a Vehicle type Resource You could click the Vehicles node of the Resource Explorer s TreeView control This will filter the Explorer s ListView control to display only Vehicle type Resource record s Using the TreeView control to filter the ListView control s data will make locating records much easier and more manageable as the number of records in your database grows 3 The ListView control displays Resource records with basic information For more detailed information about a particular Resource record double click the Resource s name or right click it and select Open from the pop up menu Doing so will open the Resource record using the appropriate Resource Detail Form Using the Resource Detail Form 1 The Resource Detail F
99. ewhat unique and we believe superior to most other software applications This process is outlined below 1 Obtaining the HS2002 CD Typically this is the first step in the process You can obtain the full HS2002 product on CD for no cost You can submit a request to be sent this CD through the Helpmate Technology Solutions web site www helpmate net or by calling HTS at 888 858 3247 toll free 859 384 7564 for International calls 2 Evaluating the HS2002 Product Once the you ve obtained the HS2002 CD you may install and run HS2002 for evaluation purposes Initially the you have a DEMO EVALUATION license as described in the previous section The HS2002 product will initially operate in a demo mode 3 Placing Your Order Once you have decided to continue to use the HS2002 product for use in your ministry your DEMO EVALUATION license expires and you are required to obtain the Full license as described in the previous section This license must be purchased You may place your order for HS2002 by any of the following methods e PHONE 888 858 3247 toll free 859 384 7564 for International calls e INTERNET www helpmate net we provide a secure order processing system e FAX 859 384 1950 call our sales phone line or visit the HTS website to obtain an order form e POSTAL MAIL PO BOX 619 Union KY 41091 USA call our sales phone line or visit the HTS website to obtain an order form Payments can be made by check
100. filename is used also as the default location when running the data file restore process Navigator Menu Section These settings affect the display of the menu items of the HS2002 Navigation Menu which is the main ListBar control located on the left hand side of the HS2002 screen Default Address For Data Entry Section If desired HS2002 can automatically populate the City State and Postal Code Zip Code fields with default values when entering in new People records Misc Section e Use the Enable Sounds checkbox to indicate whether or not HS2002 should provide audio feedback of user input actions c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 such as clicking a button or selecting an item from amenu To enable this feature check the Enable Sound checkbox e Use Include Data File in Titlebar checkbox to indicate whether or not the folder path and filename for the current HS2002 data file should be displayed in the HS2002 program window s titlebar e Use the Email Address Separator field to specify the separator character to be used when generating bulk emails Report Header Section Specify the text you would like to be displayed in the header top portion of reports produced by HS2002 TIP These preference settings are localized settings which affect only the computer on which the preference setting was made Other computers which might be running HS2002 and linked to the same data file w
101. for your data entry When you are finished entering the Resource s data click the Resource Detail Form s Save button to save the new record 3 File Menu From the HS2002 top main menubar select File New Resource and then the desired resource type This will open the appropriate Resource Detail Form to a new Resource record ready for your data entry When you are finished entering the data click the Resource Detail Form s Save button to save the new record TIP Any data fields with an asterisk next to them are required fields and must be filled in before you can save the record c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources e 4 7 4 Editing Resources Chapter 4 Resources 1 Open the desired Resource record in the appropriate Resource Detail Form 2 Click the Unlock button g at the top left hand corner of the Resource Detail Form to enable editing of the form 3 Make the desired changes to the Resource record 4 When editing is complete click the Save button inl to save the changes you ve made c Copyright 2002 Helpmate Technology Solutions e Helpmate Scheduler 2002 4 7 5 Deleting Resources Chapter 4 Resources 1 3 Open the desired Resource record in the appropriate Resource Detail Form Click the Unlock button g at the top left hand corner of the Resource Detail Form to enable editing of the form Delete the Resource record by clicking the Del
102. ft Word then this is the output method you ll most likely want to choose There are 6 mail merge document formats available Form Letter Contemporary Form Letter Elegant Form Letter Professional Labels Envelopes and Catalog This output method requires that you have MS Word 97 installed Export to File If you want to export the report s data to an external file for use with another application then this is the output method you ll most likely want to choose There are 2 export file formats CSV comma separated variable and HTML You also have the option of whether or not you want the first row in the exported file to contain the data field names amp Custom Report Generator Wizard lel Ee Booked amp Paid Reg s for Marriage Conf made in 2002 Step 1 step2 stee3 Select the desired output method and format for the report query Report View Report Letter 8 5 x 11 Report C Labels C Envelopes C Microsoft Word Mail Merge Form letter Contemporary labels Form better Elegant Envelopes Form letter Professional G catalog C Export to File Go Gomma separated Variable Ail Format M Tndlide Field Wemes 4s First Row Hiewame Browse When you ve selected the output method you desire click on the Next button at the bottom of the form to proceed to Step 3 c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools me
103. her Book x Reference ISBN 0 8407 7775 2 Managed By Location F128 Language English m Created 10 May 2002 Last Modified 03 Jul 2002 Last Modified By HS2002 Record 1 of 2 Resource ID 12 ws c Copyright 2002 Helpmate Technology Solutions s Helpmate Scheduler 2002 The Photo Tab The Photo tab is where you can view and or assign a photo image for the Resource bei cance X Ko e 1996 Chevrolet Yan Edits Locked General Photo Schedule Acquired Value Insurance Loan 1996ChevVan bmp H S Created 04 Apr 2002 Last Modified 03 Jul 2002 Last Modified By HS2002 Record 2 of 2 Resource ID 1 ii HS2002 records only the filename associated with each Resource and does not actually store the image file in the HS2002 database The image file must be created and saved onto your computer s hard drive by a third party software program All photo image files must be located in a single folder on your computer or network file server You can specify this folder from the General Program Preferences screen Setup amp Preferences General Program Preferences To choose a photo file to be applied to the Resource use the Photo Assign Button form must be in Edit mode c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources KI The Schedule Tab The Schedule tab enables you to view reservations for the Resource using both a monthly calendar and day timer control Aung AA
104. hronizer only affects the data in the HS2002 People database It does not alter in any way the CH2002 datafile TIP To use the CH2002 Synchronizer you do NOT have to have the full CH2002 program installed on the computer You only need a copy of the CH2002 data file c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools m 8 4 Custom Report Generator Chapter 8 Tools The HS2002 Custom Report Generator is a tool which enables you to create custom reports HS2002 reports and save them for later use In addition to generation of reports this tool also allows you to output the report results to mailing labels exported files and MS Word mail merges To open the HS2002 Custom Report Generator select Tools Custom Report Generator from the HS2002 Navigation Menu or from the main menubar Alternately you can start up the Custom Report Generator by selecting its icon found under the Windows Start button Start Programs Helpmate Scheduler 2002 Custom Report Generator The Custom Report Generator provides 3 steps or stages in the report generator process STEP 1 The Step 1 of the Custom Report Generator is where you ll initially begin The first thing you ll need to do is specify the Data Source from the list on the left hand side of the form After choosing a Data Source the Report Query Name list will be populated with the custom reports which have been saved for the selected Data Source Here you can use
105. ht 2002 Helpmate Technology Solutions tt Helpmate Scheduler 2002 9 8 Check Boxes Chapter 9 Reference Information Some dialog boxes and forms in the program contain check boxes you can use to mark options MV Registration Fee Req d When you click on a check box with your mouse or press your spacebar when the checkbox control has the focus a check mark appears in the box Note that when you open some dialog boxes and forms one or more items already may be marked by default To change the selection move the cursor to the box in front of the option of interest by using your TAB key and press the spacebar or simply click on it with your mouse If the item was previously selected the mark is removed from the box If the item was not selected a mark appears in the box c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 162 9 9 Radio Buttons Option Buttons Chapter 9 Reference Information In some forms and dialog boxes you will encounter radio buttons also known as option buttons or option groups Radio buttons are used for options where you can make only ONE choice One radio buttons is selected by default but you can change this selection by clicking on another radio button The selection will move from the default to your new choice You cannot deselect a radio button by clicking on it you must select another option An example of a radio button control is shown below
106. ies Some report configurators such as the People Report Configurator shown below allow you to save and reuse your report settings amp People Report Configurator xi Directory Reports Labet Form Letters Email Export VY Filter no filter Saved People Directory Report Formats Font Selector People Directory 1 Column Landscape People Directory 2 Column Portrait People Directory 3 Column Portrait Times New Roman Size 10 Title People Directory 3 Column Included People Data Fields IV Address IV Work Phi V Email Address Membership Status MV Home Pht MV cell Ph Gender Note MV Pager IV Display Filter Details on Report On the report configurators with this capability the top section of the reports tab includes a yellow background pull down control where you can retrieve and use previously saved report formats These saved report formats automatically configure the controls in the middle and lower section These controls set such parameters as report layout title desired data fields font settings etc You can manually adjust these controls and if desired save these settings using the Save or Save As buttons The Save button will take a snap shot of the current report settings and save it to the currently displayed Report Format in the top yellow pull down control Using the Save As button allows you to create a new saved format with your specified name
107. ill NOT be affected by preference settings TIP The ability to specify an HS2002 data file is not available when running the product in Demo Mode c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences 3 2 3 Resources Chapter 3 Setup amp Preferences amp Preferences Local Settings X ff General E Resources Er Events People E Colors Resource Scheduler Default Display 1 Week Default Zoom Level 5R OK Cancel Resource Scheduler Section e The Default Display controls the default initial value for the number of days to be displayed in the Resource Scheduler when it is opened e The Default Zoom Level controls the default initial Zoom level setting in the Resource Scheduler when it is opened TIP These preference settings are localized settings which affect only the computer on which the preference setting was made Other computers which might be running HS2002 and linked to the same data file will NOT be affected by preference settings c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 3 2 4 Events Chapter 3 Setup amp Preferences amp Preferences Local Settings X 18 General IS Resources Ba Events People D Colors Events Explorer Sort Order fStart Date Ascending Event Defaults Start 09 00 am Duration 60 minutes Reg Payment Reference Prefix Ck Regi
108. ing on a Resource name will open the appropriate Resource Detail Form Form There are many common elements between the 8 Resource Detail forms Below is an image of the common upper portion of Resource Detail Forms Some of the form s tabs are specific based on the Resource type while other tabs are displayed for all types The contents of the General tab though displayed for all Resource types will vary depending on the type Enable Edits Record Navigation Save Cancel Delete Flag Unflag LO tel concet x KED As 1996 Chevrolet Yan Edits Locked Profile Report General Acquired Value Insurance Loan Displayed for Displayed for Furniture Items Vehicles Displayed for all Types Electronics Items Library Items Vehicles General Items c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources s The General Tab The General tab is where you ll record basic information about the Resource This tab will vary slightly depending on the type of Resource being shown The screen shot below shows an example of the Library Item Detail form s General tab the other Resource Detail form s General tabs will look slightly different For example the Staff Vol Detail form s General tab does not havea Publisher field as does the Library Item Detail form REMA 4 gt gt E The Father Book Edits Locked FS General Photo Schedule Acquired value Library Item Name The Fat
109. ion AP Key 1 63 Resource Profile Report PR Key 2 Y Flag UnFlag AR 1995 Ford Contour AR 1996 Chevrolet Yan 27 New Room En Jones Tom Pe New Furniture Item fe ai re 423 New Electronics Item Easel with Dry Erase Boar a S volleyball Set ie rie si YA New Yehicle Ea New StafF V olunteer a New General Item TIP Double clicking a Resource item will open the Resource s record in the appropriate Resource Detail Form depending on the type of Resource this is equivalent to the menu item Open from the right click pop up menu TIP As with all of the HS2002 Explorer Views the Resources Explorer view is a Read Only view This means that you can t edit the data displayed Editing must be done from the Resource Detail Forms c Copyright 2002 Helpmate Technology Solutions Chapter 4 Resources 54 4 3 Resource Reservation Calendar Chapter 4 Resources The Resource Reservation Calendar provides you a monthly calendar display which can be used to both view and print existing Resource reservations as well as facilitate the entry of new Resource reservations To reach the Resource Reservation Calendar select Resources Resource Calendar from the program s main menubar or from the Navigation Menu BC Resource Reservation Calendar 0f x Resource Reservation Calendar All Resources Filter Controls aa Fri Sat Wed 10 n 1996 Chevrolet r Display Yan Starting Times 17 Refresh
110. ion Detail form where you can input the details The Remove button will delete the selected reservation TIP Only fields marked with an asterisk are required fields TIP The status bar of the Event Detail form found at the bottom of the form displays useful information about the Event record such as the last date it was modified who it was modified by etc TIP Always remember that to make any modifications to the Event record the Detail form must be placed in Edit mode first to enable editing using the amp button or the lt Ctrl gt lt E gt keyboard shortcut c Copyright 2002 Helpmate Technology Solutions 3 Helpmate Scheduler 2002 5 5 Event Recurrence Form Chapter 5 Events The Event Recurrence Form enables you to specify the exact repeating pattern for your recurring events This form is opened by clicking the Recurrence Setup button of the Event Detail Form when viewing recurrence series master Event records 3 Event Recurrence X Event Name Wed Night Service Event Category General m m Event Time Start 07 00 pm aj Duration 2 JHourts aE End 9 00PM Recurrence Pattern C Daily Recur every 1 week s on Weekly l sun Mon Tue M Wed Monthly J Thu J Fri T Sat C Yearly Range of Recurrence Start 077 7 2002 Bi End By 077 7 2003 Recurrence Occurs every 1 week s on Wednesday effective 17 Jul 2002 until 17 Jul 2003
111. itethe currently active HS2002 data file with the version contained in a selected HS2002 data file backup set Before attempting to run the restore process you should 1 Verify that you wish to wipe out the current HS2002 data file ie the file indicated on the Data File field on the General Program Preferences screen and replace it with a data file from a previously made backup set 2 Verify that no other users are accessing the current HS2002 data file if you are setup in a multi user network usage scenario The HS2002 program provides a built in menu selection for initiating the restore process From the HS2002 Explorer s main menubar select Tools Database Utilities Restore Data File The following screen will be displayed Restore Confirmation 21x The restore process will COMPLETELY OVER WRITE the currently active Helpmate Scheduler 2002 data file with a previously Cancel made H52002 backup data file To proceed with this process please type the word YES and click the OK button to proceed NOTE This process CANNOT be un done YES If you wish to proceed with the restore process type YES not including the quotes into the above confirmation screen and then click the OK button Next the following screen will be displayed HS2002 Restore lel X Please specify the location and filename of the HS2002 data file backup set you wish to restore Restore from Ja HS20028 ackup zip A Start
112. logy Solutions Chapter 5 Events 5 3 Event Calendar Chapter 5 Events The Event Calendar provides you a monthly calendar display which can be used to both view and print existing Event records as well as facilitate the entry of new Events To reach the Event Calendar select Events Event Calendar from the program s main menubar or from the Navigation Menu vent Calendar August c Copyright 2002 Helpmate Technology Solutions 7 Helpmate Scheduler 2002 The Event Calendar will display the names of the Events in the appropriate day boxes To open more detail about an Event double click the desired day on the calendar and a pop up window will be displayed as shown below You can use this pop up to proceed with opening up the Event Detail form which can be used to modify the Event or view further details or you can use the Add New button to create a new Event for this date 83 Events occuring on 09 04 2002 X Select Item to Open There are 2 Events on this date StartDate Marriage Conference 09 04 2002 09 04 2002 Wed Night Service 09 04 2002 09 04 2002 Add New Event for this Date iOpen Close Cancel c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events 5 4 Event Detail Form Chapter 5 Events The Event Detail Form will enable you to Add new Event records Edit Update Event records View Event details Event Resource records Facilitate the creation and viewing
113. ly those that meet the selected filter s criteria for example display room Resources only or only those Resources managed by a particular person Double clicking on the name of a Resource under the Description column will open the Resource in the appropriate Resource Detail form Double clicking on a time bar will open the reservation in the Reservation Detail Form c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 4 5 Resource Detail Forms Chapter 4 Resources There are actually 8 specific Resource Detail Forms 1 for each of the 8 Resource types i Room Detail Form A Key Detail Form 4 Furniture Item Detail Form Vehicle Detail Form 2 Electronics Item Detail Form Ee Staff Vol Detail Form EE Library Item Detail Form 5 General Item Detail Form These Resource Detail Forms will enable you to Add new Resource records Edit Update Resource records View Resource details Delete Resource records Facilitate the creation and viewing of Resource reservations These Resource Detail Forms can be either opened directly by selecting the desired form from under the Resources menu of the Navigation Menu or top menubar for example Resources Room Detail Form or by any of the following methods e Resources Explorer double clicking on a Resource record or choosing Open from the right click pop up menu will open the appropriate Resource Detail form e Resource Scheduler double click
114. m based toolbars That is toolbars are located on their associated forms at the top of the form s window Using Toolbars To activate a toolbar button you can either click the button using the mouse or position the cursor onto the button using the Tab key and then press the lt Enter gt key Most HS2002 toolbar buttons have an associated tool tip which is a short description of the button which is displayed on the screen when the mouse cursor is positioned over the button Tool tips are very helpful when first learning the application since they will tell you about the button without having to activate it Any toolbar buttons that appear dimmed are disabled and not currently available c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 160 9 7 Status Bars Chapter 9 Reference Information The status bar appears at the bottom of the HS2002 window It provides important information as you work in the program such as general program information and hints for operating the program In addition to the main status bar most of the HS2002 Detail Forms have their own status bar as well These Detail Form status bars display various status information about the current record such as the record creation and modification dates An example Detail View status bar is shown below eee Created 04 Apr 2002 Last Modified 11 Jul 2002 Last Modified By H52002 Record 1 of 2 Resource ID 3 ry c Copyrig
115. mail button to the right of the Email field to automatically open your Email software application with the Person s email address already placed in the To field TIP Only fields marked with an asterisk are required fields TIP The status bar of the Person Detail form found at the bottom of the form displays useful information about the Person record such as the last date it was modified who it was modified by etc TIP Always remember that to make any modifications to the Person record the Detail form must be placed in Edit mode first to enable editing using the g button or the lt Ctrl gt lt E gt keyboard shortcut TIP When creating records for multiple people from the same family create the person record for one of the family member s records and then use the Clone button to create the other family members This will copy over the address home phone status and last name values so that this information will not have to be re typed c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 6 4 Select Person Form Chapter 6 People The Select Person Form is used to select people for the purposes of either Event registrations and or Resource reservations The Select Person Form is opened in either of the following ways e Event Registration Detail Form When entering and or modifying Event registration records the Select Person form can be opened by clicking the Select button found on the Event
116. ment For time fields the placement of the cursor within the time control will determine the behavior of the spin buttons For example if the cursor is at the left most side of the time value the spin controls will adjust the value by 1 minute However if you place the cursor in the hour portion of the display the spin controls will adjust the value by 1 hour Date controls also include a pull down Activating this pull down will display a pop up calendar as shown below Range of Recurrence Start 07 17 2002 L July 2002 SM TWTFS5 30123456 7 8 910111213 14 15 16018 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 45678910 c Copyright 2002 Helpmate Technology Solutions Chapter Chapter 10 Backup amp Restore Functions 170 10 Chapter 10 Backup amp Restore Functions 10 1 Chapter 10 Backup amp Restore Functions The Helpmate Scheduler 2002 program utilizes a single Microsoft Access database file mdb file to hold all of your church s data records resources events people etc This file is referred to as the HS2002 data file To determine the exact location and filename of the currently active HS2002 data file select Setup amp Preferences General Program Preferences The current HS2002 data file information will be displayed on the General tab in the upper left hand corner HS2002 provides you the ability to maintain an unlimited number of different HS2002 data file sets however only 1 can be active at
117. mmit to Becoming a leader in the church management software industry Treating our customers with respect and thankfulness at all times Staying abreast of the current and latest technology trends and tools Focusing on 100 customer satisfaction in our products services and support Being open and responsive to all customer feedback and suggestions MANAGEMENT TEAM HTS is led by its founder and President Paul Schuster Paul received his Bachelor s Degree in Electrical Engineering in 1993 from the University of Cincinnati As both a Christian and a technology expert Paul s passion is in developing and integrating technology solutions into today s demanding church and non profit office Empowering churches with technology is how Paul describes his motivation Paul oversees all facets of the company but his main focus is on the software development and support aspects Paul resides in Northern Kentucky with his wife Cornelia and their four children Gabrielle Austin Isaac and Tierney CLIENT BASE HTS client base includes hundreds of churches and non profit organizations This client base is dispersed throughout the nation in 47 U S states and worldwide as well in 14 countries The company s church clients represent more than 20 different church denominations and range in membership size from 40 to 6 000 individuals Each year since the company s inception in 1996 the company s gross revenue with God s blessings has approximately dou
118. n Can be used to generate detailed reports on a single or multiple People records Report includes all data fields associated with People records Also allows the inclusion of related resource reservation records and event registration records Outputs Available c Copyright 2002 Helpmate Technology Solutions Chapter Helpmate Scheduler 2002 8 Chapter 8 Tools 8 1 Chapter 8 Tools Chapter 14 Sections Custom Filter Builder Custom Report Generator Palm Pilot Export Utility Database Repair Utility c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools 136 8 2 Custom Filter Builder Chapter 8 Tools To reach the Custom Filter Builder select Tools Custom Filter Builder from either the Navigation Menu or the main menubar This Custom Filter Builder is also accessed by clicking on any of the Filter buttons which exist on various forms within the HS2002 program The Custom Filter Builder enables you to create save and reuse very powerful filters for your HS2002 data Filters define a sub set of records from the full set For example you could create a filter based on Event records that results in a sub set of Event records with Category Men s Events or Women s Events Filtering does not modify any records It simply limits the number of records included to only those meeting a criteria you specify Filters can be utilized in report generation Explorer views and throughout the HS2002 program
119. n Returns PO Box 619 Union KY 41091 USA within 30 days of purchase and replacement disks and or CD will be mailed to you DISCLAIMER OF WARRANTIES Except as expressly provided above this SOFTWARE and the related services are provided as is and to the maximum extent permitted by applicable law HTS and its suppliers disclaim all other warranties express or implied regarding the SOFTWARE and the related services disk and related materials including their fitness for a particular purpose their quality their merchantability or their non infringement HTS does not warrant that the SOFTWARE is free from bugs interruption errors or other program limitations Some states do not allow the exclusion of implied warranties so the above exclusions may not apply to you In that event any implied warranties are limited in duration to 30 days from the date of purchase of the SOFTWARE However some states do not allow limitations on how long an implied warranty lasts so the above limitation may not apply to you This warranty gives you specific legal rights and you may have other rights which vary from state to state All warranties or guarantees given or made by HTS with respect to the SOFTWARE or related services 1 are for the benefit of the original purchaser licensee of the SOFTWARE only and are not transferable and 2 shall be null and void if a purchaser licensee breaches any terms or conditions of this Agreement HTS is not responsibl
120. n Detail Form assuming that the reservation has been linked to a Person record and not an Event e Event Registration Detail Form clicking the Open detail for Person button Ay will open the Person Detail Form The Person Detail Form s toolbar section is shown below with each button identified Enable Editing Save New Clone Profile Report Person Detail Tony Adams APE A c Copyright 2002 Helpmate Technology Solutions Chapter 6 People Person Detail Tony Adams xi m Contact Info ddress1 123 Somewhere St Address2 Middle Duane City Last 4dams State 34343 0995 Country USA Label Name Dr Tony Adams Greeting Tony Work Ph e Phi Gender Male m Pager Email adamsfamily somewhere com Tony is a sample individual record You may wish to record some important details here about Tony which may be helpful to you or anyone viewing this database Created 26 Jun 2002 Last Modified 05 Aug 2002 Last Modified By H52002 f TIP You can setup the Postal Code Lookup Table to have the City and State address fields be automatically filled in when a Zip Postal Code value is entered if the Zip Postal Code value is in the lookup table TIP If your computer is equipped with a modem connected to an active phone line you can use the dial buttons next to the Person s phone numbers to auto dial the phone number TIP If your computer is Internet enabled you can use the E
121. n menubar or from the Navigation Menu The Resource Scheduler provides you the ability to display and print your Resource reservations in a time bar chart fashion ij Resource Scheduler iol x View Controls ES re 0 Refresh o Edit Mode 4 September 2002 Wednesday September 4 2002 SMTWTFES Description Fy 5 00 oie 8 9 10 11 12 13 14 15 16 17 18 19 20 21 mea ae 22 23 24 25 26 27 28 sil ti 2930 1 2345 6 7 8 9 1011 12 Rm102 Marriage Conference O102030405 1020304 Global Office Chair n KI Duralite Folding GENIE Ae EA E zoomi S Electronics Items Resource Filter 3M Projector Marriage Conference Select Filter Remove kilter Nikon CoolPix 885 0 Library Items New Man 2001 11 Bia The Father Book The View Controls portion left hand side of the Resource Scheduler provides tools on controlling what Resources are included as well as the time period and zoom setting for the time bar chart The calendar control in the upper left hand corner allows you to specify the starting date of the time bar chart ie the left most date displayed in the chart The Days amp Weeks controls allow you to specify how many days or weeks of data you wish to be displayed in the time bar chart The Zoom and Zoom buttons allow you to zoom in and out of the time bar chart The Resource Filter section enables you to apply any custom filter you ve created to limit the Resources included in the chart to on
122. nformation The HS2002 Detail views provide much greater detail than the Explorer views In addition the HS2002 Detail views are where you will create edit and delete records in the database The Explorer views can be considered as a read only view while the HS2002 Detail views can be considered as both a read and write view Each of the main HS2002 modules i e Resources Events and People have their own unique Detail view form though they maintain a consistent look and feel Below is an example screen shot of the Electronics Detail form Electronics Detail REMA A Nikon CoolPix 885 Digital Camera Edits Locked General Photo Schedule EEE Name Nikon CoolPix 885 Digital Camera Manufacturer Nikon Managed By Susan Wright Status f Color Black Storage Media Room Drawer 2 Soci SUN SEV Location Created 10 May 2002 Last Modified 03 Jul 2002 Last Modified By HS2002 Record 1 of 2 Resource ID 10 ny e Locked Detail View Forms Many of the HS2002 Detail View forms utilize record locking to prevent unauthorized or accidental data editing While in a locked mode the form prevents editing of any data fields To unlock the form and enable editing the user must do one of the following Click the form s Unlock button g Use the lt Ctrl E gt shortcut key combination While in the unlocked mode many of the form s functions such as record navigation will be disabled until the form is s
123. ng amp Other Output Options 132 7 11 2 People Report Configurator amp People Report Configurator gt Directory Reports Labet Form Letters Email Export WV Filter no Filter Saved People Directory Report Formats 3 Column Address Phi s Email Rename Layout People Directory 1 Column Landscape Font Selector People Directory 2 Column Portrait People Direc 3 Column Portrait Times New Roman Size 10 Title People Directory 3 Column Included People Data Fields MV Address M Work Phi MV Email Address Membership Status V Home Phi M cell Pht J Gender Note MV Pager IV Display Filter Details on Report Based On People records FE el bl el g Directory Mailing Form Bulk Exports Outputs Available Reports Labels Letters Email Description Can be used to generate directory reports labels form letters bulk emails and export files based on People records c Copyright 2002 Helpmate Technology Solutions 133 Helpmate Scheduler 2002 7 11 3 Person Profile Report Configurator Person Profile Report Configurator X Specific Person Davenport Bob ST TEC u ganes beani mi Caas rean mwb Wa Cheer DODAT ag E OIIE e Op te Ra Tep Tier Mag Wir iy Darei Dani aa kaya Mangi Daiane Uang E maa cam Caves rome mbid we Mataka KZI mai MERION wa HG wa Ba 12 Rei Based On People records Ri Descriptio
124. nu Setup People PEOPLE SETUP TAB List Data Section Use this section to manage the values contained in the various pull down lists associated with People records TIP These settings are global settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions 3 Helpmate Scheduler 2002 3 6 User Information Setup Chapter 3 Setup amp Preferences To reach the User Information Setup screen select Setup amp Preferences User Information Setup from the HS2002 main menubar or Navigation Menu Setup User Information 606 555 5555 The fields here record essential information about your church or organization You can utilize as many or as few of these fields as you wish The most important fields are the Church Org Street City State Prov and Postal Code fields TIP These settings are global settings in that they affect ALL computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences 3 7 Security System Setup Chapter 3 Setup amp Preferences To reach the Security System Setup screen select Setup amp Preferences Security System Setup from the HS2002 main menubar or Navigation Menu Setup Security Security Setup r Current User Users amp Permissions Name
125. om Le AND OR f Field Operator Filter Value B E Verify Filter Close The upper portion of the Custom Filter Edit form consists of a TreeView control displaying all of the Available Fields from which to select from on the left hand side and a ListView control displaying the current Filter criteria on the right hand side You ll use the left hand Available Fields TreeView control to select and add desired fields to the filter s criteria For example if you want the filter to include the criteria based on the Event s Category then you d click on Event Category from the Available Fields TreeView control Doing so will begin to populate the lower portion of the form where you can further specify the field s criteria design using the AND OR Operator Filter Value and controls Clicking the Add button below these controls will add the criteria to the Filter and the criteria will be displayed as a line item in the Filter ListView control on the right hand side of the form You can add as many criteria statements to your filter as desired For example the screen shot above shows a filter with 3 criteria statements 1 Evt_Cat High School Events 2 OR Evt_Cat Jr High Events 3 OR Evt_Cat Grade School Events This filter would therefore include all Events that are of the Category High School Events Jr High Events or Grade School Events When combining the AND OR oper
126. on of data fields and parameters The Generate button will process the output based on the output method you selected in Step 2 c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 8 5 Palm Pilot Export Utility Chapter 8 Tools Helpmate 2002 Scheduler 2002 Introduction As a pastor administrator or secretary wouldn t it be wonderful if your Helpmate Scheduler 2002 Event records could be available to you at all times no matter where you were what time it was or whether or not you had access to your computer The Helpmate Scheduler 2002 Palm Pilot Export Utility makes this possible If you haven t already heard the palm or hand held electronic industry is one of the fastest growing areas in today s high tech world Men and women of all ages and backgrounds are managing their often complex schedules and countless contacts with these convenient low cost hand held devices At Helpmate Technology Solutions we are always searching for ways to implement new technology to increase the efficiency and effectiveness of our church clients it s our passion As a result we ve developed the Helpmate Scheduler 2002 Palm Pilot Export Utility to enable you and your church to transfer the Event records from your HS2002 system to your Palm Pilot Now with HS2002 and your Palm Pilot you ll have easy access to your Event schedule 24 hours 7 days a week Overview IMPORTANT Before using the HS200
127. oolbar section of the Event Registration Detail Form enables you to create a new event registration for a different person right from this form So if you have the form open and wish to create a new registration record for the same Event but different person just use the New button TIP Only fields marked with an asterisk are required fields TIP The status bar of the Event Registration Detail form found at the bottom of the form displays useful information about the Event registration record such as the last date it was modified who it was modified by etc TIP Always remember that to make any modifications to the Event Registration record the form must be placed in Edit mode first to enable editing using the g button or the lt Ctrl gt lt E gt keyboard shortcut c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events s 5 7 Event Procedures 5 7 1 Event Procedures Chapter 5 Events Viewing Events Adding new Events Editing Events Deleting Events Searching for an Event Working with Event Registration records c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 5 7 2 Viewing Events Chapter 5 Events Using the Events Explorer 1 Activate the Events Explorer by selecting Events Events Explorer from the HS2002 Navigation Menu or top main menubar Use the TreeView control on the left hand side of the Events Explorer to display a desired filter set of Ev
128. op main menubar amp Reports Explorer Double click to Open 5 Resource Profile Report Configurator a Resource Report Configurator Reso u rce Rese rvatio n Resource Reservation Conflict Report Configurator reservation Report Configurator Re po rt Co nfig u rato r Properties Based On Resource Reservation records Outputs Available Reports Exports Summary Use to generate printed reports and exported files based on Resource Reservations made by People or Events The following Resource based report configurators are provided e Resource Profile Report Configurator e Resource Report Configurator e Resource Reservation Conflict Report Configurator e Resource Reservation Report Configurator Additional resource based reporting can also be achieved through the printing capabilities of the following tools e Resources Explorer e Resource Reservation Calendar e Resource Scheduler c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 122 7 9 2 Resource Profile Report Configurator Resource Profile Report Configurator 4 Specific Resource x 1996 Chevrolet Yan r Reservations eg Do Not Include Reservation Data All Reservations Reservation Start Dates From IV Save Settings on Exit oo a aa Based On Resource records Reports Outputs Available Description Can be used to generate detailed
129. ord from the ListView Data control will display a useful menu as shown below Mae Status Address Adams Tony Member 123 Somewhere St Wh Adams Tonya manaa A Sameer SL i Brock Jerry Brock Wilma E Person Profile Report Davenport Bob 452 Copy Contact s Contact Info to Clipboard Lincoln Nancy yo Flag UnFlag Lincoln Peter Y Map with Yahoo Robertson Jr Th amp Robertson Sally 6 Send Email Message Smith Tammy 33 Auto Dial Phone Number a New Person TIP Double clicking a Person will open the Person s record in the Person Detail Form this is equivalent to the menu item Open from the right click pop up menu TIP As with all of the HS2002 Explorer Views the People Explorer view is a Read Only view This means that you can t edit the data displayed Editing must be done from the Person Detail Form c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 6 3 Person Detail Form Chapter 6 People The Person Detail Form will enable you to Add new People records Edit Update People records View details about a Person The Person Detail Form can be either opened by any of the following methods e People Explorer double clicking on a Person record or choosing Open from the right click pop up menu will open the Person Detail form u e Reservation Detail Form clicking the Open detail for Person or Event reserving the Resource button will open the Perso
130. orm contains full navigational capabilities to browse through your various Resource records You can navigate through the Resource records using the record navigation buttons arrow buttons at the top of the Resource Detail Forms or by selecting a Resource from the Resource Detail Form s Find pull down list You can use the CtrltW shortcut key to activate this Find pull down list to select a Resource s name Additionally you can filter the Resource Detail Form to limit it to displaying on records meeting a specified criteria if you wish To filter the form on a particular value right click the desired field and select one of the filtering options from the pop up menu c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 4 7 7 Reserving Resources Chapter 4 Resources Resource Reservation Calendar This tool displays resource reservations on a monthly calendar which can be viewed on screen and or printed It also provides a convenient method for creating new reservation records Resource Scheduler This tool displays resource reservations through a time bar chart This tool can also be used to create new reservations through the time bar chart Resource Detail Forms The Resource Detail Forms include a Schedule tab which provides a day timer view of the Resources reservations Reservations can be viewed added modified and deleted through this day timer control Event Detail Form For reservations associated with an E
131. play only People records which have a last name which begins with a b or c Using the TreeView control to filter the ListView control s data will make locating records much easier and more manageable as the number of records in your database grows 3 The ListView control displays People records with basic information For more detailed information about a particular Person s record double click the Person s name or right click it and select Open from the pop up menu Doing so will open the Person s record in the Person Detail Form c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 7 Chapter 7 Reporting amp Other Output Options 7 1 Chapter 7 Reporting amp Other Output Options Helpmate Scheduler 2002 wouldn t be very useful if it was limited to only data entry and on screen displays However HS2002 has an impressive arsenal of reporting and other output tools to help you share your HS2002 data with others through informative and insightful reports mailing labels form letters exports etc HS2002 includes many user friendly report configurators to assist you plus a Custom Report Generator as well Chapter 7 Sections Reports Explorer Reports amp Statements Labels Form Letters Bulk Email Exports Resource based Outputs Event based Outputs People based Outputs c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options 108 7 2 Reports Explorer
132. r email program s top menubar TIP In most cases when sending a bulk email to many email addresses it is advised to use the BCC blind carbon copy c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporting amp Other Output Options ne field This delivers a copy of the email to each email address but does not display to each recipient all of the other email addresses c Copyright 2002 Helpmate Technology Solutions Helpmate Scheduler 2002 7 7 Exports Chapter 7 Reporting amp Other Output Options Exports There may be times where it would be desirable to export your HS2002 data records out to an external file Reasons for this may include The desire to further analyze the data in another software tool such as MS Excel The desire to process mail merges with products other than MS Word such as Word Perfect The desire to use third party bulk mailing services The following HS2002 report configurators have the ability to Export data e Resource Report Configurator e Resource Reservation Conflict Report Configurator e Resource Reservation Report Configurator e Event Registration Report Configurator e Event Report Configurator e People Report Configurator The report configurators listed above include an Export tab to facilitate the export process The controls and functionality found on the Export tab are very similar regardless of which report configurator is being used A screen shot of th
133. ring Event After selecting the desired option the Event Detail Form will be opened to a new Event record ready for your data entry When you are finished entering the Event s data click the Event Detail Form s Save button to save the new record Event Calendar From the Event Calendar double click on the date on which you d like to create an Event This will display a pop up window displaying all existing Events for that date On this pop up window there will be a Add New button After clicking this button you will then be asked as to whether this new Eventis a one time occurring Event or a recurring Event After choosing this option the Event Detail Form will be opened to a new Event record ready for your data entry When you are finished entering the Event s data click the Event Detail Form s Save button to save the new record Event Detail Form From the Event Detail Form s toolbar select the New Event button ia This will place the form at a new blank Event record ready for your data entry When you are finished entering the Event s data click the Event Detail Form s Save button to save the new record File Menu From the HS2002 top main menubar select File New Event and then choose whether the Event is a one time occurring event or recurring This will open the Event Detail Form to a new Event record ready for your data entry When you are finished entering the data click the Event Detail Form s Save button
134. rson Detail Form to enable editing of the form Make the desired changes to the Person s record When editing is complete click the Save button inl to save the changes you ve made c Copyright 2002 Helpmate Technology Solutions Chapter 6 People 104 6 5 5 Deleting people Chapter 6 People 1 Open the desired Person record in the Person Detail Form 2 Click the Unlock button g at the top left hand corner of the Person Detail Form to enable editing of the form 3 Delete the Person s record by clicking the Delete button x 4 Select Yes at the delete confirmation prompt TIP Deleting a Person s record will also delete any resource reservation and event registration records associated with the Person c Copyright 2002 Helpmate Technology Solutions 105 Helpmate Scheduler 2002 6 5 6 Searching for a Person Chapter 6 People Using the People Explorer 1 Activate the People Explorer by selecting People People Explorer from the HS2002 Navigation Menu or top main menubar 2 Use the TreeView control on the left hand side of the People Explorer to display a desired filter set of People records in the right hand side ListView control For example let s say you were searching for a Person and you knew their last named began with the letter A You could expand the Last Name node of the People Explorer s TreeView control and then click ABC This will filter the Explorer s ListView control to dis
135. scatsnets decd secssesasiacs cdesancasasinacecdadstesscessaeedsasieGesaeavnass en 6 Helpmate Technology Solutions ccccccceeeee eee e eres cece nanu eens ease eeeeseeeseeeseee see nanii nunua akanunua Kana eee eee 7 License AQreGMent WWE ceneevessenessccsnees sees eee ceee ete esesstesenestessesries reas eessneeeese ens 8 Product Requirements jiivivscssecsseccssisiscssctieeectessaveserncbsnavsesecastesessnerssssstaveuevahessweveasrseessndesesessstetents 11 Installation wiescissccsscascessccsscccccsseccceccssecescaescceccescssanaeectessses ssasaeastaneceasavscasensacnaaenceeaeneserecees artes caze00 12 Licensing Ordering amp Registration cceeeee sees eens eens eee eee eeee eee eee ceee eee eee sees nnnn nunn nese nese akaa 13 Technical Support icsiciccccccse cess ctiscceassiccasctssccsscasenasessecnsccs aenecenetesceeeceeeseecaescnecasecee sess AKANUSHA saaa sai tiene 15 Chapter 2 Getting Started 17 Chapter 2 Getting Started sccsscsiccsiscscsccesccsscessccsccsscessstscvesesvernsesssereeesdevnwescsteetsceseeeeseseenteneneeeeeeeess 17 General Concepts What You Need To KNOW ccccece cece eens eens eens eens nese nese nese ease ease ease nunn nnnnnnnn mnene 18 Explorer Views What You Need To KNOW cccccceecseeeeeeeeeeeee sees ananuna naza eee nuna nesses sane sees eeeasaees 22 Calendar Views What You Need To KNOW cece cece eeee nana cere ee ee eres eres nese nunu ease ease ease saeaseeaseea nawa 24 Det
136. ship of Believers http www fobky com_ to design and build a membership database system for them This system would encompass membership group ministry activity and participation contribution and pledge tracking and attendance tracking At the time the church was rapidly growing They had been using a commercial church management software CMS program but the staff was running into some real headaches and limitations with this system Thus Helpmate Technology Solutions was originally created to meet the need of a local body of believers By the end of 1996 Paul s local church was up and running on the very first version of the Helpmate church management software system In early 1997 HTS began marketing the Helpmate CMS product exclusively through the HTS Internet website Churches from across the nation as well as worldwide began discovering the quality church management software and the related services that HTS has to offer Since that time the Helomate church management product line has been continually developed and supported through the years and is now being utilized by hundreds of churches and non profit organizations MISSION STATEMENT Helpmate Technology Solutions Mission is to provide innovative premium quality software solutions for our church and non profit clients worldwide Our sole passion purpose and objective is to increase the efficiency and effectiveness of our clients To this end we strive and co
137. ssesstessna NSHU UNUE NUENEN Event Registration Detail FOr jcsssisscsscessseccscensevssstesccnnassesrcsstesencnsraesssaveeerensssseneasnesessntenwersssteienss Event Procedures wi cca ete vesettesesas KIKE see saran sess sabe KUHAKIKI EA sa ecssecvens exe setezeeesteeescsdsi0 Event PrOC GureS isciccescsssasssueccesscacsceas siz ccescaccccctacusreecusasseccuae ccessaesencas sii sreszesscedansutssecdesscceai sus tedszsssdearanantiesiessecaia Viewing Events aaa bakaa wi andren aa aeaa aaa aAa a aa eai anana Ea a a a i nanas diieas ACding new A a h i EE E TTEA E E Editing EVEN eran aE a a E E E Ee nn Deleting Events Searching for an Event 2 cccccceseeeeeeeeeeeeeeeees Working with Event Reyistrati aa Na K e EEE UU UA Chapter 6 People Chapter 6 People ssscissicicsetevesccesttssacctetcscssnedeasecsctaetssnarascocsesndescholasescaesbiecstnasseesdsthecsdasinetssaessede en People Explorer wai IKAKAA ISE tsaeccectesaces ssanacastaaccassaacesesassnasenaceeaenesenceeesexeeescai005 95 Person Detail FOr waua cae chanccaccsbaacessianscadiasvcascesanaaidassnaaesasinacecaetegecetsoescostnei 97 Select Person FORM jricesiisscsereecescsctielessetdecssttas ce scisdieseneaeeesesaeesgesdetieensctiicessssa ceeded aetlscseetieeieentiesiies 99 People Procedures swisecisevsscesnevavs cienesscetvenniesseevnsscdvensiecdisaena ces sieveeis codeeseessceetaeesteeraeestaesne crteesaceree ere 100 People Procediires AA AA Aaa VIEWING Po Aa
138. st Bars The HS2002 Navigation Menu is an example of a ListBar Control c Copyright 2002 Helpmate Technology Solutions Chapter 9 Reference Information 166 9 13 ListView Controls Chapter 9 Reference Information ListView controls are essentially elegant List Box controls ListView controls consist of data presented in rows and columns Each row will generally have an icon in the first left hand column ListView controls are extremely flexible in how they display data and provide the following functionality You can adjust the width of any column by clicking and dragging the column in the column header section You can select which field is used to sort the rows of data by clicking on the desired column s header Subsequent clicking on the column s header will toggle between ascending and descending sort order When selecting an item row use the mouse to click either the item s icon or the text in the first column Using the Up and Down arrow keys on the keyboard will move the cursor s position from row to row Right clicking an item will enable a pop up menu if one exists for the ListView control Shown below is an example of the ListView control used by the Resource Explorer CC Resourceame Resource Type Mani Sj Rm 101 Room Jenny Smith Y RM 102 Room Jenny Smith Global Office Chair Furniture Item Susan Wright KI Duralite Folding Table 30x96 Furniture Item Jenny Smith er 3M Projector Electronics
139. st for both the original and repaired versions of the database The repaired database is renamed as the original database only when the repair process is successful e Other users must not have the database open When a database is repaired it has to be open exclusively by Microsoft Jet to prevent any users from accessing and modifying the database during the process c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools 182 DATABASE CORRUPTION CAUSES According to Microsoft there are two main causes of corruption in Microsoft Access Jet mdb files 1 Database is Suspect Corrupted Due to Interrupted Write Operation You should always quit HS2002 and other MS Access database applications properly by clicking Exit from the File menu or by clicking the Close X button in the upper right hand corner of the program s window Ifa database is open and writing data when HS2002 is abnormally shut down the Jet database engine may mark the file as suspect corrupted This can happen if the computer is manually turned off without first shutting down Windows or if power is lost Other situations may not shut down HS2002 but may still interfere with Jet s writing of data to the disk while the database is open This can happen for instance when networks experience data collisions or disk drives malfunction If any of these interruptions occur then Jet may mark the database as potentially corrupted When Jet begins a write operation it se
140. st user has limited permissions The initial passwords for the Admin and Guest users are blank no characters The HS2002 Security System is an application level security system It will provide basic security protection of your church s data from individuals using the application It will not however provide data security against experienced programmers who may be able to obtain access to the HS2002 data tables using Microsoft Access or other database applications able to read MS Access based tables TIP These settings are global settings in that they affect all computers sharing the same HS2002 data file c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences 3 8 Postal Code Lookup Table Setup Chapter 3 Setup amp Preferences To reach the Postal Code Lookup Table Setup screen select Setup amp Preferences Postal Code Lookup Table Setup from the HS2002 main menubar or Navigation Menu Zip City State a OK Cancel This is where you can define a Postal Code lookup table to speed up the data entry process when entering in new People records Here you define the City and State which are associated with a particular Postal Code When entering new records in the People Detail Form you can enter in the Postal Code and the form will automatically fill in the City and State fields if you ve defined the Postal Code in this lookup table TIP These settings are glob
141. stration Status Booked Full Pmt Rec d M OK Cancel The Events tab allows the user to specify default settings with regard to the data entry and display of Event records Events Explorer Section e The Sort Order controls the default initial sorting order for the Events Explorer ListView control right hand side Event Defaults Section e The Start value controls the default initial Starting Time value assigned when creating new Event records e The Duration value controls the default initial duration in minutes when creating new Event records e The Reg Payment Reference Prefix value controls the text that is automatically placed into the Reference field for Registration payment records e The Registration Status value controls the default registration status when creating new Event registration records TIP These preference settings are localized settings which affect only the computer on which the preference setting was made Other computers which might be running HS2002 and linked to the same data file will NOT be affected by preference settings c Copyright 2002 Helpmate Technology Solutions Chapter 3 Setup amp Preferences 3 2 5 People Chapter 3 Setup amp Preferences amp Preferences Local Settings X 8 General Ss Resources EF Events People Colors M Show Church Helpmate 2002 Synchronizer note when creating new People records OK Cancel The P
142. t Report Configurator Aa People based Outputs iicicccicicccssciicccsctsaessassanacesscansasdcescedscossssiscesaeecasscexcciescantendcnes cna ceesstancacesaancess 131 Peoplesbased Output ii Aaaa VA People Report Configurator wa TOR Person Profile Report Configurator Ia WOO Chapter 8 Tools 135 Chapter 8 TOONS waitwa ressesstesseesecesvnsseec sere dese vane ssederteecsesneeseseeett nese eee seseseeess 135 Custom Filter Builder jo 2 2 0 2 c sscesssenseadsessccacassncaaccssnaaesaseteesecesscescaeeccescaetsigcacseteccesesiecesesaancess 136 Church Helpmate 2002 Synchronizer ccccccee cece cece ener mzawa nanu eee nese esas ease ease ease nkaka Kua Kaka sea Kuna Kaa 139 Custom Report Generator sicissvsccscsevesersensscevcevinscesnevneecswatsceevcenstceesevewer scans savessusaseveeereeessnesewerdeneen 144 Palm Pilot Export Utility wisiccscsesssscsscessevsaesseccsncisveessetsensinsssvecesatanerssassseescmetscessesrtessaneasesreseteceseatane 147 Database Repair Utility vssisscisivieccsnsscccevnvesssevswersveeaversasesacesceessecssats neice evesesteennesscaesseercenseceseeeien 151 Chapter 9 Reference Information 154 Chapter 9 Reference Information cccccecceeceee sees eee ceeee nena sees seeeeene sees anes nawa sees nenn nese sees nanu 154 Data Entry Procedures wahu ceases tiscies ceavcees ces ceseee KUNUKA KULISHA Wu tees cs Uruana NUNE Edaran arauka 155 Data Entry KEYS sai EEEH EEEH Erri INVOKES SENESE NON weusi
143. tafile located on the Server To setup HS2002 to function in a Peer to Peer system c Copyright 2002 Helpmate Technology Solutions KI Helpmate Scheduler 2002 Peer to Peer System HS2002 application files on Computers 2 and 3 link to the common datafile on Computer 1 Stores the common HS2002 datafile 1 Install the HS2002 application onto each of the computers 2 Select one of the computers to be the HS2002 Data Server For this example we ll select Computer 1 as the HS2002 Data Server Computer 2 and Computer 3 will then be considered HS2002 Data Clients Make sure that the HS2002 datafile located on Computer 1 is readable and writable by all HS2002 Data Client computers by setting up the necessary file sharing options 3 On each of the HS2002 Data Client computers run the HS2002 application and select File Open Data File from the program s main menubar and specify the HS2002 datafile located on the HS2002 Data Server Computer 1 TIP When choosing a HS2002 Data Server in a Peer to Peer system the general rule is to select the computer which will be most often used to run the HS2002 application HS2002 performance will be best on the HS2002 Data Server computer since the datafile is local to that computer Accessing the HS2002 datafile across the network is slower than accessing it from a local hard drive There may be other factors involvedin the selection of the HS2002 Data Server computer such as free hard drivespa
144. tatement of the Registration Status field so that only registrations of the Status Booked Full Pmt Rec d or Booked are included The Report Parameters section will control the width of each field on the report and its alignment justification BY Custom Report Generator Wizard Of x Booked amp Paid Reg s for Marriage Conf made in 2002 Stepi Step2 step3 Query Parameters Report Parameters Included Fields Sort Where Statement Show Group Width Align Registration Date sha berween 01 01 2002 AND 12 31 2002 C 12 20 Event Name zl l aes Marriage Conference Registration Status I zi aes Booked Full Pmt Rec d OR Booked Last First Name z la z j wf poesie A d Address Line 2 ea z City State PostalCode zf sj Home Phi j wf Work Ph zi w oA EE babs bb bbs TAAA KAK A I I 4 AAAA AAAA View SOL Statement View Query Data lt Back iG After specifying the data fields and setting the parameters you desire you can click on the View Query Data button to view on the screen the actual data records and fields which will be included in the output The View SQL Statement button is available for those who d like to viewthe actual SQL statement which has been automatically generated by the selecti
145. te Technology Solutions Chapter 7 Reporting amp Other Output Options 120 CUSTOM FILTER OPTION Let s you utilize the Custom Filter Builder to apply more complex filtering criteria amp Resources Report Configurator X Reports Export VW Filter Custom Custom Filter Fier Managed By Jenny Smith i ri Remove Filter Simple Filter The filtering settings you apply using the controls on the Filter tab apply to all of the other tabs output options provided by the report configurator For example the Resource Report Configurator shown above includes 3 tabs Reports Export and Filter The filtering settings you make on the Filter tab affect the other tabs ie the Reports and Export tabs Keep in mind howeverthat except for this Filter tab all other tabs are independent of each other For example the settings you make on the Reports tab do not affect any part of the Export tab and visa versa Only the Filter tab acts in a global fashion across all tabs c Copyright 2002 Helpmate Technology Solutions 121 Helpmate Scheduler 2002 7 9 Resource based Outputs 7 9 1 Resource based Outputs Chapter 7 Reporting amp Other Output Options The Resource based output options are provided by the resource based report configurators These report configurators are available from the Reports Explorer by selecting Reports Resource Reports from the Navigation Menu or from the t
146. to save the new record TIP Any data fields with an asterisk next to them are required fields and must be filled in before you can save the record c Copyright 2002 Helpmate Technology Solutions e Helpmate Scheduler 2002 5 7 4 Editing Events Chapter 5 Events 1 Open the desired Event record in the Event Detail Form Click the Unlock button g at the top left hand corner of the Event Detail Form to enable editing of the form 3 Make the desired changes to the Event record 4 When editing is complete click the Save button inl to save the changes you ve made c Copyright 2002 Helpmate Technology Solutions Chapter 5 Events o 5 7 5 Deleting Events Chapter 5 Events 1 Open the desired Event record in the Event Detail Form 2 Click the Unlock button g at the top left hand corner of the Event Detail Form to enable editing of the form 3 Delete the Event record by clicking the Delete button x 4 Select Yes at the delete confirmation prompt TIP Deleting an Event record will also delete any resource reservation and event registration records associated with the Event c Copyright 2002 Helpmate Technology Solutions a Helpmate Scheduler 2002 5 7 6 Searching for an Event Chapter 5 Events Using the Events Explorer 1 Activate the Events Explorer by selecting Events Event Explorer from the HS2002 Navigation Menu or top main menubar Use the TreeView control on the l
147. ts a flag and resets the flag when the operation is completed If a write operation is interrupted the flag remains set When you try to open that database again Jet determines that the flag is set and reports that the database is corrupted In most cases the data in the database is not actually corrupted but the set flag alerts Jet that corruption may have occurred In cases such as this compacting and or repairing the database can typically restore the database 2 Faulty Networking Hardware In this case the file corruption does not involvethe Jet database engine rather the file is literally corrupted by some outside cause The cause can be one or more links in the hardware chain between the computer that the HS2002 program application file resides on and the computer that is holding the main HS2002 data file This list includes but is not limited to network interface cards network cabling routers and hubs Hardware based corruption is typically indicated by mdb files that cannot be restored through the use of compacting or repairing Hardware corruption will typically recur until the responsible hardware is repaired or replaced c Copyright 2002 Helpmate Technology Solutions Chapter Chapter 9 Reference Information 14 9 Chapter 9 Reference Information 9 1 Chapter 9 Reference Information Chapter 9 Sections Data Entry Procedures Data Entry Keys Shortcut Keys Mouse Operations Menubars amp Toolbars Status Bars
148. ues Church Helpmate 2002 Synchronizer _Step1 step2 Stepa Child of Member Deceased Historical Inactive Member Regular c Copyright 2002 Helpmate Technology Solutions Chapter 8 Tools m Step 4 In this step you ll specify whether or not you want the CH2002 Synchronizer to delete from the HS2002 People database those records that were previously imported in from CH2002 but who now no longer exist in CH2002 they ve been deleted in CH2002 There are 2 options for this step 1 Do not delete 2 Delete all 23 Church Helpmate 2002 Synchronizer NOTE Even if the 2nd option Delete is chosen the CH2002 Synchronizer cannot remove People from HS2002 if they have associated Resource Reservation and or Event Registration records c Copyright 2002 Helpmate Technology Solutions m Helpmate Scheduler 2002 Step 5 In this step you ll specify whether or not you want the CH2002 Synchronizer to log the changes made during this process and the desired location amp filename of the log file There s also a Save Setting on Exit checkbox if you wish the CH2002 Synchronizer to remember your settings for the next time it is run To begin the synchronization process use the Process button or click the Close button to exit without synchronizing 23 Church Helpmate 2002 Synchronizer _Step1 step2 steps stepa steps Vv C Program Files CH2002 Log csv TIP The CH2002 Sync
149. uped by Event Category Sorted By Event Start Date Display Event Notes on Report IV Display Filter Details on Report Based On Event records Reports Exports Outputs Available Description Can be used to generate reports and export files based on Event records c Copyright 2002 Helpmate Technology Solutions 131 Helpmate Scheduler 2002 7 11 People based Outputs 7 11 1 People based Outputs Chapter 7 Reporting amp Other Output Options The People based output options are provided by the People based report configurators These report configurators are available from the Reports Explorer by selecting Reports People Reports from the Navigation Menu or from the top main menubar amp Reports Explorer Double click to Open People Report Configurator Person Profile Report Configurator Peo p le Re po rt Configurator Properties Based On People records Outputs Available E el el Directory Mailing Form Bulk Exports Reports Labels Letters Email Summary Use to generate desired output for People records Allows for filtering to include only a subset of People records The following People based report configurators are provided e People Report Configurator e Person Profile Report Configurator Additional People based reporting can also be achieved through the printing capabilities of the People Explorer c Copyright 2002 Helpmate Technology Solutions Chapter 7 Reporti
150. upplied with the software for possible solutions e Refer to the Helpmate Technology Solutions website www helpmate net for latest bug reports service releases Build releases frequently asked questions FAQ and technical support articles TSA s At HTS our mission is to develop a positive lasting relationship with our clients We don t want to simply sell software to our clients we want to grow with them as a business partner By offering our Support Services we can maintain such a relationship through the finest in support training and product development We are committed to our clients long term success This commitment not only drives the research and development behind our church management software products but is also the motivation for the quality technical support services we offer Our first priority and measure of our success is client satisfaction To address a wide range of technical support needs and user skill levels HTS offers a tiered support plan that allows our clients to select a plan that best meets their requirements Preferred Support Plan full software maintenance and unlimited technical support coverage e Unlimited telephone support available M F 9 30am 5pm EST e Priority support email address viaan unpublished email address dedicated to plan subscribers e No cost maintenance updates service releases delivered via postal mail on CD e No cost full version upgrades delivered via postal mail
151. vent the Event Detail Form includes a Resources tab which displays all resource reservations for a particular Event From this tab resource reservations for the Event can be viewed added modified and deleted c Copyright 2002 Helpmate Technology Solutions Chapter Helpmate Scheduler 2002 5 Chapter 5 Events 5 1 Chapter 5 Events Chapter 5 Sections Events Explorer Event Calendar Event Detail Form Event Recurrence Form Event Registration Detail Form TIP Ifyou are just getting started with HS2002 you ll want to make sure you ve read through the Events What You Need To Know section found in Chapter 2 before proceeding c Copyright 2002 Helpmate Technology Solutions 5 2 Events Explorer Chapter 5 Events Chapter 5 Events The Events Explorer provides you a powerful visual representation of the various Event records contained within your database To reach the Events Explorer select Events Events Explorer from the program s main menubar or from the Navigation Menu The Events Explorer view is made up of 2 parts the TreeView filter component on the left and the ListView data component on the right as shown below xplorer E Refresh A Events Explorer Event Category Event Start Date Event End Date Created Modified Custom Filters 06 27 2002 07 04 2002 07 11 2002 07 18 2002 07 25 2002 08 01 2002 08 08 2002 08 15 2002 08 22 2002 08 29 2002 08 31 2002 09 04 2002 09 05
152. yright laws and international treaty provisions All Rights Reserved c Copyright 2002 Helpmate Technology Solutions n Helpmate Scheduler 2002 14 Product Requirements Chapter 1 Introduction Minimum Requirements IBM compatible PC running Windows 95 or newer including Win98 NT Me 2000 XP 16MB RAM Super VGA monitor running 256 colors at 800x600 resolution CD ROM drive for installation 45MB disk space for initial installation Additional storage space should be allocated for your data files at the rate of approximately 5MB per year Mouse or equivalent pointing device Recommended Requirements Pentium 500MHz or better PC running Windows 98 Second Edition or newer 96MB RAM or more Super VGA monitor running at High Color at 800x600 resolution or better CD ROM drive for installation 45MB disk space for initial installation Additional storage space should be allocated for your data files at the rate of approximately 5MB per year Mouse or equivalent pointing device Optional Requirements Internet connectivity and Internet Service Provider ISP for Email and World Wide Web browsing capabilities Modem and phone service for Auto Dial capabilities Windows compatible printer for printing reports Sound card and speakers for the Audio Feedback capabilities Floppy disk drive tape backup CD writer Zip Drive or other similar device for archiving application and data files c Copyright 2002 Helpmate Technology

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