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Encompass Basic User Guide Version 7 – 21/01/2009 https

1. w Favorites Encompass Online The Australian Baha i Web Portal a D gt Sl or Pager Safety Tools Log Off Welcome to Encompass Online the Australian Baha i Web D Chanee Personal Details He Portal To access membership details or other restricted ome Baha i websites please use the menu on the left Change Your Password Restricted Sites Change Your Phone Numbers z and Email Addresses E REE TS Su SS z7 a 17 October 2009 New Version of Encompass is Live Change Your Residential or Individuals Postal Address View S Subscribe or Un subscribe to Add E Enform and other Email Miasma AES Publications Address Change Child Protection Details aa IR The essence of detachment is for man to turn his 4 International Sites International Sites face towards the courts of the Lord to enter His 5 Baha i International A Child Protection Revoke Presence behold His Countenance and stand as Community Contact Devices witness before Him Baha u llah Tablets of The Web site of the Baha i Baha u llah p 155 International Community Credential Cards Eq Cultural Cleansing In Iran Death A site regarding Irans campaign of persecution Email against the Bahai Faith Interests Languages 2 The Baha is bahai org rier The o official Web presence of x Name Change Alias Australian Sites Qj The Baha is bahai org au Request Changes The official public Web omy presence of the Australian pain acs B
2. General tab shows above general information about the Resource Description describes the Resource keywords are used for searching purposes owner of the Resource file type of the Resource File size of the file in Kilo Bytes name of the file language in which contents of the file are written and then the actual Resource File for download To download the file click on the file name on the right hand side of Download and either open the file or save it onto your computer Disclaimer on the bottom of the information states some facts about the Resources on Encompass and it s important to read and understand it Area tab shows below which geographical area the Resource belongs to Find Resource Root ea to teach effectively in NSW 6 General Activities It can belong to a country a state a cluster or a community In this case our example it belongs to state of NSW which is in country Australia Activity tab shows below categories and activities activity types and courses that the Resource is assigned to In our case the Resource is assigned to category Teaching the Faith and course Ruhi Institute Book 2 Arising to Serve This course is part of activity type Ruhi Study Circle 38 Find Resource Resource 6 How to teach effectively in NSW 6 General Areas Act 3 a ta atecory ti Fugees Le a le j 5 a a br gh ne pt heen ee ene ae a ea 1 L Sygate see
3. D lt i Sent Create New Email Find Email _ E e Email Details Step 2 Attachments Step 3 Specify Recipients Step A ontim amp Send M N Sender National Bahai Office Australia Uf From Address secretariat bne bahai org au Reply Address secretariat bnc_bahai org au Priority Normal 7 Publicly viewable Public Until ol leave blank if you want it to be public indefinately Signature Secretariat Apply this Signature Subject Tni s is a new test email NOTE Please save your editing before 60 minutes expires because your session will time out If you have a large amount of text editing to do it may be better to do it before you create an email e g with Microsoft Word and paste it into the emai E Times new Roman 31200 Normal B BlUS B SB Om S om MW EEE Be oD eq ets a pe E 31 ao el A E NATIONAL SPIRITUAL ASSEMBLY ETC Some more headings Dear Baha i Friends This is a test Cancel F i 4 Trusted sites Fa A ims 4 ir 4 13 First select who is to be the sender of the email The pick list will automatically be populated with your own name plus the name of any Baha i Institutions in Encompass of which you are a member Select one name Then pick the sending email address The pick list will automatically be populated with your own Encompass email addresses plus the email addresses of all Baha 1 Institutions in Encompa
4. ery i E https members bahai org aulmainframeset hkm a Bea x a Google i I Ea B al ma bi qiy Favorites Encompass Online The Australian Baha i Web Portal ap fj o m Page gt Safety Tools i Email gt gt Add Edit Delete Drafts Sent Create New Email Find Email step 1 Email Details Step 2 Attachments step 3 Specify Recipients step 4 Confirm amp Send Email Attachments Tenan ee Please Note Maximum File Size is 4Mb 4096 bytes Browse Description D E Browse Description Po E F Browse Description oOo Ef D Browse Description _ ang e Browse Description ee Sa Browse Description UPLOAD eta EAR eta Continue gt gt Done DE DII GER Trusted sites Fa T Ak 4 This step allows you to add attachments to your email You can add up to six attachments by using the Browse buttons to locate the files on your computer entering a description of each file optional but can be used later for searching for the email and finally by clicking on the Upload button Once uploaded the attachments will appear as a list at the bottom of this screen and you can click on them to open and view them You can also delete them if you want to remove them from the email Additional attachments can be uploaded later when editing a draft email 14 Delete es Email 46 Attachment 1 pdf Letter from Universal House af Justice
5. for example Book 1 and Book 2 If all the courses apply to your Resource either check all the courses or check the ALL box Click Continue Resource gt gt Add Please choose one or more relevant Courses for each activity type you selected M ALL T Ruhi Institute Book 1 Reflections on the Life of the Spirit V Ruhi Institute Book 2 Arising to Serve I Ruhi Institute Book 3 Teaching Children s Classes Grade 1 I Ruhi Institute Book 4 The Twin Manifestations of God M Ruhi Institute Book 5 Animators of Junior Youth Groups l Ruhi Institute Book 6 Teaching the Cause I Souls tnt Bock 7 Walkine Toncther ons Pah Gavce l Ruhi Institute Book 3a Teaching Children s Classes Grade 2 lt lt Back Continue gt gt The final stage of adding a Resource is shown below Choose a language for the Resource If the language does not exist you may add the language to Encompass by typing the language in Type Other Language box and click Add 40 Write a Short Description for the new Resource Long Description 1s optional Please enter other information about the resource as shown below Language English z Type Other Language Cancel Short Description Better Teaching the Cause This material helps those keen on teaching the cause in NSW to better underestand the ways to teach Long Description better areas in need of pioneering and more in state of NSW xi Keywords Insw teachin
6. 2004 23 05 2004 80 va HORNSBY 02 02 2004 02 02 2004 100 ee HORNSBY 09 06 2002 22 09 2002 100 Vas ID Type Educational Institution An example of the details available on the Qualifications tab is shown below There are two sections the first shows specific Qualifications such as Child protection Accreditation when it commenced and when it expires If the Qualification has already expired it will be highlighted in red The second section shows all the Activity Type Course pairs that the Individual is able to Facilitate 1 e he she has completed all the pre requisites to be a Facilitator 7 T Generat Contact Events Member Relationships History subscriptions Notes Activities iad Protection Accredialion Activity Types Courses Qualified to Facilitate End Date 12 05 2006 02 02 2009 Baha i Children s Education Class Baha i Children s Education Class Baha i Children s Education Class Baha i Children s Education Class Baha i Children s Education Class Bahai Children s Education Class Baha i Children s Education Neighbourhood Class Baha i Children s Education Neighbourhood Class Baha i Children s Education Neighbourhood Class Baha i Children s Education Neighbourhood Class Bahai Children s Education Neighbourhood Class Baha i Children s Education Neighbourhood Class Ruhi Study Circle Ruhi Study Circle Ruhi Study Circle Ruhi Study Circle Ruhi Study Circle
7. 2006 14 14 Unity Email Mr Ryan Smith Mr Ryan Smith 14 11 2006 13 23 A o You can enter various options to use for finding an email such as a date range and or who the sender was You can choose how many results for the search to return note the more results returned the slower the search will be Click on the subject of an email in the search results list to open and read the email You can also search for text that occurs in emails This will search the text in the body of the email in the subject in the names of the recipient distribution lists and in the names and descriptions of the attachments to the email It does NOT search inside the attachments themselves To search for a phrase rather than a singe word enclose the phrase in double quotation marks for example Text unity email 36 Resources Resources are files uploaded to Encompass by members of Baha 1 institutions and Baha is with specific roles for example Cluster Statistics Officers They are available for download and use by all Baha is An example of a Resource would be a Word file containing useful materials and guides on how to conduct a fireside A Resource file can be in any popular format such as pdf Word Excel jpg etc Therefore in order to open and view a Resource file you need to have appropriate software installed on your computer However to download the file you do not need any software installed on your computer Resources on Encompass
8. Click on the Continue button to go to the next step Prroni Online The Australian Bahat Web Portal Microsoft Interne Explorer provi ded by by ASA Bi tt _ _ lt 2 Sc At E https members bahai org aujmainframeset htm iy Favorites E Encompass Online The Australian Bahai web Portal he aa A cm Page Safety Tools E Email gt gt Add Edit Delete Drafts Sent E ee Create New Email i Sena Step 3 Specify Recipients Step 2 Attachments Step 4 Confirm amp Send Current Recipients ACT Bahais VICTORIA PARK Bahais Remove Recipient Select List Type Individual Email Distribution List Select New Recipient List VICTORIA PARK Bahais Add to list of recipients If you need to send to a recipient which is not in the list above then you can create anew list by going to the Distribution Lists screen under My gt Email or by chcking HERE C O O 0 07 1 Trusted sites Fa A 100 4 This step allows you to select the recipients for the email Use the pick lists to find the Email Distribution Lists you need and then use the Add to list of recipients button To remove a Distribution List from the Recipients highlight the list as shown above and click on the Remove Recipient button The final step is to confirm and send the email 15 fy i E Page Safety T
9. Credential Cards Death Postal Address PO BOX 9 HAPPYVILLE VIC 2055 Australia Interests Languages Marriage Name Change Alias Ej Outback ae Request Changes Ec SS Restrictions Registered Full Name Mr Ryan Smith fen Status Changes Update Date of Birth 1017960 a i Ea Institutions f R rt address but I am not sure what community por this falls under Please action Thanks 3 Subscriptions A System Admin TST AOR Se e EA Submit Changes ity has changed Tho does it apply to Decree The Smith Family E mail Sages To Membership Dept Just enter the new values in the text boxes by typing over the current values and when done click the button E mail Changes to Membership Dept Unlike other screens which make changes to the database immediately this screen will email the new details to the Membership Department who will then action it If there is more information you want to convey or you want to change other details not shown on the screen use the Other Comments Changes field to enter it Individuals View an Individuals Details You can view an individual s details by clicking on the menu link Individuals and then on the sub link View Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A4 Baha is of Australia Inc o J http memberstest bnc bahai org au IAES x B Google A ns
10. E mutate a ene nem Ui niaan 37 WAG WI Ac RES OUNCE ee cerns lane a ec Naas ee esc ans ea et Oc Nae acer ne a note Nee eter S Addin a ReSourCe aa a a a E E E a lt a eter ena 39 Updatine ReSourCe aoa e E ne Seer cee E E E S a E ree 4 Frequently Asked Questions What is Encompass e Encompass is the Australian Baha 1 Web Portal https members bahai org au This website allows membership updates and is also an excellent source of Baha i Information and resources for individuals and Institution members For example Treasury forms Membership forms past mail outs pioneering information service opportunities guidelines on writing Baha i Wills Marriage the LSA Handbook are all accessible through Encompass Encompass also maintains data and provides reports on Activities undertaken in the Baha i community It also incorporates the functionality of the Baha i World Centre Statistical Report Program e Itis a website that requires a login to enter and allows access to other public and Baha 1 Only websites in Australia such as the Matters site which is used by some Baha 1 Institutions for Agenda Management Where can I get my password from if I have forgotten it or don t know what it is e You can get your password e mailed to you by going to https members bahai org au and clicking on the link What is my password This will then display a form asking you to verify your identity If your entered details are corre
11. IT Department N SA of the Baha is of Australia 173 Mona Vale Road INGLESIDE NSW 2101 Ph 02 9998 9222 Fax 02 9998 9223 Edit Save As New Delete Moo fee 7 S S aa A eS y You can delete a signature template by clicking on the delete button Use the Edit button to change a signature template You will then see the following this is a different signature to the one above Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A Baha is of Australia Inc Gor https members bahai org au mainframeset htm z 4 44 x S Google 3 n Tm a Ly qip Favorites Encompass Online The Australian Baha i Web Portal aii X gt ah Page Safety Tools SS Email gt gt Signatures Select Signature Secretariat Template Signature Name not displayed in email Secretariat Template arial figs pt Heading 1 B x B Syntax None Info None EB BEI i Sst Ss Be ee Ae Be a Be om NATIONAL SPIRIRTUAL ASSEMBLY OF THE BAHA IS OF AUSTRALIA INC National Secretariat TE A A ee ae a ne SE eee ee ee ee REE es E Path body form Form1 Cancel SaveAsNew Delete i Done fell W Trusted sites Ya Ri00 4 Make any changes to the text using the editor Note that you can use the text formatting options such as bold underline font text size text colour etc 1f you know HT
12. J nies i ECUVHV ta at ae ni a Pe Li o e a a lt a Ruhi Study Circle Ruhi Institute Book 2 Arising to Serve Adding a Resource If you are a member of a Baha s Institution or you hold a role such as Cluster Statistics Officer you can add Resources to Encompass for others to use you may start doing so by clicking on the left hand side menu item Resources and then Add P ty Gl 9 mh Pagey Safety Toos Resource gt gt Add Please select the area in which the resource is to be used For example if it is to be used only in one Community pick the appropriate Community If it is to be used only in one Cluster pick the appropriate Cluster and pick ALL for Community Country Australia y State NSW Cluster ALL Community ALL Continue gt gt Click Here PT Tedes Wa Rm00 4 First you need to specify an area for the new Resource Use the drop down lists for this purpose As an example if you choose Pittwater community only those living in that community will have access to the Resource If however you want to choose North Shore cluster you should select ALL for Community so that everyone in that cluster would have access to the Resource For the above example we have assigned the state of NSW to the Resource When you finished this step click Continue Next step is to choose a category for the new Resource Check a category appropriate to your Resource You
13. My gt Individual Details gt Request Changes or by clicking on the Change Your Residential or Postal Address link on the home page This is exactly the same as if you had gone to the menu item Individuals gt Request Changes and searched for your own record manually For more information on this screen please refer to Individuals Request any other change which you cannot do yourself My View what Institutions you are a member of To view the institutions you are a member of follow the menu links My gt Institutions This will bring up a screen like below gt Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N 5 4 Baha is of Australia Inc S 1 3 i r A g go https members bahai org au mainframeset htm gt S Google ir Favorites 5 Encompass Online The Australian Baha i Web Portal My gt gt Institutions View 146556 National Baha i Office Australia Edit no access View 164409 Temple Teaching amp Services Committee Edit no access View 122681 The MARTIN Family Edit no access el T T Y trusted sites Fa R10 gt 5 You can click on a View button to go to that Institutions details and if you have update access to the Institution you can click on an Edit button to edit its contact devices My Manage your own Email Distribu
14. Resource in Encompass You may start doing so by clicking on the left hand side menu item Resources and then Update 4 gt Encompass Online The Australian Baha i Weblo Microsoft Intersel Praleien miosis re o oj x g Find Resource Webpage Dialog Th xj EE ieee ee Ww Favorites 55 Encompass Online The Resource ID EE Log off Description a TS Resource Keywords Restricted Sites l My Resources m Find Resc Area Individuals ey ae I Activity Search Window Click Here Done eT E C3 X Trusted sites fq R100 Z First you need to find the Resource Please refer to the Search for a Resource section in order to find the Resource you need to update When you have found the Resource you can allocate a different area for the Resource if need be Resource gt gt Edit Find Resource Resource 6 How to teach effectively in NSW 6 Please select the area in which the resource is to be used For example if it is to be used only in one Community pick the appropriate Community If it is to be used only in one Cluster pick the appropriate Cluster and pick ALL for Community Country Australia State NSW v Cluster ALL X Community ALL Y Continue gt gt Delete this Resource Use the drop down lists to change the area for this Resource As an example 1f you choose Pittwater community only those living in that community will have access to
15. Ruhi Study Circle Baha i Children s Classes Australian Curriculum Baha i Children s Classes Enlighten Curriculum Baha i Children s Classes Miscellaneous Curriculum Baha i Children s Classes Peace Pack Curriculum Ruhi Institute Book 3 Teaching Children s Classes Grade 1 Ruhi Institute Book 3a Teaching Children s Classes Grade 2 Baha i Children s Classes Australian Curriculum Baha i Children s Classes Enlighten Curriculum Baha i Children s Classes Miscellaneous Curriculum Baha i Children s Classes Peace Pack Curriculum Ruhi Institute Book 3 Teaching Children s Classes Grade 1 Ruhi Institute Book 3a Teaching Children s Classes Grade 2 Ruhi Institute Book 1 Reflections on the Life of the Spirit Ruhi Institute Book 2 Arising to Serve Ruhi Institute Book 3 Teaching Children s Classes Grade 1 Ruhi Institute Book 4 The Twin Manifestations of God Ruhi Institute Book 6 Teaching the Cause Ruhi Institute Book 7 Walking Together on a Path of Service 21 Institutions Request any other changes which you cannot do yourself This screen is available to Secretaries and Membership Officers of Communities Local Spiritual Assemblies and Regional Baha i Councils as well as National Office Staff For all types of membership changes relating to Institutions which you cannot do using another screen you should use the Request Changes screen Follow the menu items Institutions gt Request Change
16. a report of all people in a community or state or country How can I access the LSA Handbook Treasury Membership Forms or find information regarding Baha i Marriage Service opportunities Drafting Baha Wills etc e All of these resources and much more are accessible on the Members only website which is accessible only through Encompass When you log onto encompass you will notice that one of the menu links points to this website and other sites under the heading Restricted Sites ip Favorites Log Off Home Restricted Sites Individuals z Institutions Mail Outs Reports Address Search Stats Report Prog Subscriptions Activities Resources Australian Baha is Resources Universal House of Justice E Encompass Online The Australian Baha i Web Portal Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A Baha is of Australia Inc go kg A el https members bahai org aujmainframeset htm Welcome to Encompass Online the Australian Baha i Web Portal To access membership details or other restricted Baha i websites please use the menu on the left Latest News 17 October 2009 New Version of Encompass is Live He verily shall recompense the charitable and doubly repay them for what they have bestowed No God is there but Him All creation and its empire are His He bestoweth His gifts on whom He wil
17. link on the home page My gt gt Membership Details gt gt Change Password Current Password New Password Confirm New Password Submit New Password My Edit your own contact devices In Encompass anything other than an address which can be used to contact you is referred to as a contact device for example your mobile number home phone business phone e mail address fax number website address etc You can quickly access your own contact devices by following the menu links My gt Individual Details gt Contact Devices or by clicking on the Change Your Phone Numbers and Email Addresses link on the home page For more information on this screen please refer to Individuals Institutions Edit Contact Devices My Edit your own interests and languages spoken You can quickly edit the interests and languages recorded for you by following the menu links My gt Individual Details gt Interests Languages This is exactly the same as if you had gone to the menu item Individuals gt Interests Languages and searched for your own record manually For more information on this screen please refer to Individuals Edit interests and languages spoken My Request any other change to your own details which you cannot do yourself You can quickly send a request to the membership department for changes to be made to your details by following the menu links
18. of updating a Resource is shown below Resource gt gt Edit Find Resource Resource 6 How to teach effectively in NSW 6 Please enter other information about the resource as shown below Language English v Add Other Language Cancel Short Description Better Teaching the Cause This material helps those keen on teaching the cause in NSW to better underestand the ways to teach Long Description better areas in need of pioneering and more in state of NSW ha Keywords INsw teaching pioneering Owner Temple Teaching amp Services Committee File leave blank f file does not need changing E Browse lt lt Back Save Here you can change other details of the Resource such as language descriptions keywords owner and the Resource file If you don t need to change the file leave the File option blank Otherwise choose a file to replace the Resource s original file Click Save to save your changes At any stage you may click the Back button to go back one step and change the options you have chosen 44
19. or just the Female Treasurers and so on To target only one or two Individuals or Institutions you can use the Baha i ID parameter You can enter several Baha i IDs separated by commas For example to create a list with only you on it use Individuals Email Distribution List put your name as the list name and your own Baha ID in the Baha i ID parameter When you use the Baha i ID parameter all other parameters are ignored My Email Add Edit Delete Create and Send Email This screen is for creating and sending email through Encompass to Email Distribution Lists Follow the menu links My gt Email gt Add Edit Delete to access this screen Initially you will see a screen that lists all the Draft created but not sent emails you have ej Copy H 27 07 2009 11 01 Test Email Mr Habib Sabet Mr Habib Sabet EA DET TT T y trusted sites Far Rim 4 Email gt gt Add Edit Delete Drafts Sent 4 Peete viewable a Create New Email Find Email Has Attachments a Click this icon to view Recipients To see a list of emails you have already sent click on the Sent button Email gt gt Add Edit Delete Entered Subject Owner From Sent a ow fox 136 Encompass Email Carsburg Office Australa 1238 Mov m MEftarst Maton ay BIRO gy for 1310 Encompass Email Carsburg Office Australa igia is igh eg esi of Encompass a Mr Francis Carsbur
20. 4 01 0272004 01 02 2004 AA AAN N A End date 20 12 2006 20 12 2005 20 12 2005 20 12 2005 20 12 2005 20 12 2005 20 12 2005 20 12 2005 20 12 2005 20 1 2 2004 20 12 2004 20 12 2004 20 1 2 2004 BAI OI AM A From grade Frequency Facilitator Year Year 9 Sat 15 30 17 00 Weekly Riaz Lalehzan Year 4 Year 4 Sat 15 30 17 00 Weekly Anahita Changi Year 8 Year 8 Sat 15 30 17 00 Weekly Anta Changizi Year 5 Year6 Sat 15 30 17 00 Weekly Mojdeh Gholami Ghamsari Year 7 Year 7 Sat 15 30 1700 Weekly Riaz Lalehzari Year 10 Year11 Sat 15 30 1700 Weekly Afsoongar Missaghi Year 2 Year 3 Sat 15 30 17 00 Weekly Samareh Mollayan Prep Kindy Year 1 Sat 15 30 1700 Weekly Faraz Omidi Year 9 Year 9 Sat 15 30 17 00 Weekly Shomaice Zowghi Year Year 7 Sat 15 30 17 00 Weekly Year 2 Year 2 Sat 1530 17 00 Weekly Sohel Adabjou Year 8 Year 8 Sat 1530 1700 Weekly Saghar Boloun Year 5 Year 6 niang ee Yi r 4 r ft LEDA sa OA SIF 48 om 4 wl After selecting an educational institution a list of classes will appear based upon search criteria After opening the children s activity in question seven tabs will be visible at the top of the screen These are titled General Events Facilitators Participants Institution Notes and History Click on the desired tab to view related information Find Activity Bahai Children s Education Class 11756 ba Events Facilitators Participants Institution Notes History Bah
21. Encompass Basic User Guide Version 7 21 01 2009 https members bahai org au Table of Contents reg We mbhy Asked QC S IONS sere ce nee ese tee ccten tree ves ee caer ete PaO ern ec a 3 WY Inateas ENC OMIp ASS ae cmanc teeta naan cteaniace E neo Naneeeainnae ena eis atnace ences iam nccen cia 3 Where can I get my password from if I have forgotten it or don t know what it 18 eee 3 The website does not seem to work for me What can I dO cc cessseeeeeseeeeeeeeeeceeeeeeeeeeeanaaees 4 What are the requirements of my computer for the Encompass site to work ccccceeseeeeeeeeeees 5 What membership data will I have access to On ENCOMPASS eare e 5 How can I view a list of all people in a community e na 5 How can I access the LSA Handbook Treasury Membership Forms or find information regarding Baha i Marriage Service opportunities Drafting Baha i Wills etc nssesssseeeessssssssseseersssssss 5 What data will I have access to view and or change in Encompass cccccccceceesseeseeeeeeeeeeaes 6 My View your own community detalls an a a a etsneeiaaneesais see iaweeesalneass ianesaaniietaderiawecs eaten 8 INAS CAINS VO Ute OW TI PISS Wre a a tec teeta me acer a ee ei see ee he 8 My SE City OU OW HE COMEACT Ge VICES mrss sree ere te oe orem ee ceramic armnine aca ee vena a ae neers 8 My Edit your own interests and languages spoken oee na ae e e a 8 My Request any other change to your own deta
22. Find Similar First Names Inchade Aliases Middle Name EE Last Name Ba o O eee I enchde Annee Country Australia State NSW Cluster MSW C02 North Shore kd Community PITTWATER Age Between fa and fiso Gender ALL id Baha is Only Baha is Living Only Living Search 159658 Sabet Sarvestant Ryan Bahai Child PITTWATER NSW Australia If there is a search which you would like to save for later use you can do this by typing a name for the search in the Search Name field at the top of the search screen Then click the Save As New button to save the search This will cause it to be added in the list of Saved Searches on the top left hand side of the search screen You can always load previously saved searches by selecting them from the drop list of Saved Searches and then clicking on the GO button This will cause the fields to automatically be populated with the values which you had specified for that particular search To update an existing saved search after selecting it from the drop list of saved searches enter the new values in the search fields and then click on the Update button If you wish to delete a saved search after selecting it from the drop list click the small garbage bin icon next to the GO button to delete it 19 To clear the screens fields back to their default values select the blank item on the Saved Searches drop list the first item in the list a
23. ML you can use the Toggle HTML Source option to edit the text as raw HTML HTML Hyper Text Mark Up Language 17 NB The Enter key on your keyboard creates a new paragraph in the editor If you just want to go to a new line not a new paragraph hold down the Shift key and then press the Enter key When happy with your changes click the Update button to save them To create a new signature template enter a new Signature Name this must be unique and click on the Save As New button My Manage your own Email Subscriptions You can subscribe unsubscribe for various services provided by email through Encompass by following the menu links My gt Email gt Subscriptions or by clicking on the Subscribe or Un subscribe to Encompass and other Email Publications link on the homepage This is exactly the same as if you had gone to the menu item Individuals gt Email gt Subscriptions and searched for your own record manually For more information on this screen please refer to Individuals Institutions Email Subscriptions rosoft Internet t Explorer iol x a Pl om ej fay A iia Page Safety Tools ei se Email gt gt Subscriptions Mr Habib Sabet 7504 If arow is RED then the entity is NOT subscribed to the subscription service To add or remove a subscription click EDIT and tick or untick the checkbox next to the subscriptions name The email a
24. You may choose multiple activity type and also multiple courses If you wish to choose all the courses within an activity type check the ALL box for that activity type The ALL box together with other courses appear when you check an activity type When you have completed choosing options click Search and the list of Resources according to your search will appear below the search options If no list appears this means there are no Resources meeting the criteria you chose You can try again by choosing different search options related to the Resources you are after and then click Search again Once you find those Resources you are looking for click on one of the IDs and you can then view and download the Resource To choose another Resource to view click on Find Resource button and you get the Search Window again with all your previous chosen options preserved You can click Search and choose another Resource to view or change your search options 22 Individuals Institutions Edit Contact Devices For individuals follow the menu links Individuals gt Contact Devices For institutions follow the menu links Institutions gt Contact Devices When you click Contact Devices the Find Individual or Find Institution popup window appears asking for the details of the person institution to search for When entering the name you are allowed to enter parts of a name if unsure of the spellin
25. a Curent 1198 Indwidual HORNSBY NSW Australia In Good Standing 15073 Individual HORNSBY NSW Australia Bahai Child 113 Individual HORNSBY NSW Australia In Good Standing Resources Search All Baha is have access to Resources that have been uploaded to Encompass but only to those relevant to their geographical area 1 e Community Cluster State and Country Log into Encompass website on the left hand side menu click Resources menu item and then click View The Search Window will appear as below If you click on Search on the search window you will be able to see all the Resources that you have access to They either fall into your geographical area or belong to institutions you are a member of Oj xj Pi Tools gt r i Log Off Home Restricted Sites Lay IASA I Area I Category I Activity Search Window Stats Report Prog Activities Resources View pe Click here Done CI y Trusted sites Za Ri00 7 pA If you know the Resource ID identification number you may type it into the Resource ID field and click Search If you are after more than one Resource and you know all their IDs You can enter more than one ID separated by commas such as 25 352 142 and then click Search Then you will get a list of those Resources with those ID numbers displayed on the screen and you can click on ID number to view the Resource details Please note that if you type something in the Resource ID field a
26. aha i Community pias Changes L i Le Australian Baha i Legal Update Network Aweb site that can be used Institutions for adding to a database of Australian Baha i Lawyers Mail Outs Yerrinbool BCL Reports To view the latest policy statement on Collection amp Use of Information Accuracy amp Security and Guidelines for Use of Information by Baha i Institutions Agencies Click here Last updated 17 May 2004 IS fa tastedstes a Atom 7 25 When you click View the Find Individual popup window appears asking for the details of the person to search for When entering the name you are allowed to enter parts of a name if unsure of the spelling For example entering Ste for the First Name will return people with names like Stephen Steven and Steve Depending on your level of access the communities you will able to select from will vary For example members of Local Spiritual Assemblies will only be able to select from one Community whereas members of Regional Baha i Councils will be able to select from all Communities in their State When you click Search the results of matching people are displayed below the search button To select the person from the list simply click on their Baha 1 ID number Z FIND INDI IDUAL Webpage Dialog Find Individual Saved Searches A Search Name Doo SaveAsNew Update Baha i ID Sasa See First N
27. ai Children s Education Class states Current Course Ruhi Institute Book 3 Teaching Children s Classes Grade 1 Description We demand to be taken seriously Educational Institution Newport Beach Educational Grades Year lto Year 3 Community BAULEHAM HILL Cluster NWSW COS The Hills Macquarie State New Country Australia Times Frequency During School Sunday 20 00 No The General Tab 30 Find Activity Baha i Children s Education Class 11756 General Facilitators Participants Institution Motes History Actinty Started 14 10 2008 The Events Tab Find Activity Baha Children s Education Class 11756 General Events Facilitators Institution Motes History Unidentified Participants Pahan 3 Identified Participants I D i Na me Communi y Baha i at start Wiss Hia Lalehzari Lew BAUL HILL Yes Mr Isaiah Lalehzari Lew BAULKHAM HILLS Yes The Participants Tab Find Activity Baha Children s Education Class 11756 General Events Facilitators Participants i i Notes History _ Newport Beach Current Edit Communication Devices Business Email Business Fax Business Phone Email List Filing Emal Home Email m hurwitzi saveourbluths com Home Faz Home Phone J2 3446 F840 Mobile Pager Web Address war saveourbluths com 36 Payton Cr Dustk owl Fostal Address NSW 1234 Australia The Institution Tab Junior Youth Groups Study Circles o
28. al Teaching Centre National Assembly The Australian Baha i Publications LSA Handbook Devotional programs Search the Site Revision dates for chapters are provided at the bottom of every page To download all the chapters of the handbook as separate PDF files gt gt To download the handbook as a single searchable PDF file gt gt To download the entire handbook in HTML format that can be searched using Ocean gt gt Download The above three downloads are self extracting archives Save each file and doubleclick on it to search box on the bottom of the page Administration Regional Councils ll A trostedstes Pa Aon When you click on this link the Members website will open in a new window Resources BisiGuriloicic Date Chapter Chapter Name Download Updated 19 09 08 Download 19 09 08 19 09 08 When browsing the members site if you can t find something you are looking for just use the What data will have access to view and or change in Encompass This depends on whether you are a member of any Baha 1 institution s or hold any appointed role such as Cluster Co ordinator or Statistics Officer You will be able to View data based on your area of responsibility e g an L S A Member will be able to view data of all members of his her community whereas a Regional Council Member will be able to view data about all Baha is in the
29. ame ly Find SimiarFirstNames T Inchide Aliases Middle Name hn LastName bm FimdSimiarLastNames 7 Inchide Aliases Country Australia o State NSW x Cluster NSW C03 The Hills Macquarie 0 y Community RYE OOOO Age Between o and 150 Gender at OoOO O O Baha is Only Bahis S Living Only iig amp Search Smith Ryan In Good Standing RYDE NSW Australia From the search results list when you have clicked on the blue Baha 1 ID link of the person you wish to select you will be taken to a page that displays that person s details Step 1 Find Individual Find by Address Mr Evan Smith 4660 Email Password General ae Contact Events Relationships History Subscriptions Notes se Activities zal cuts The Spiritual Assembly of the Baha is of SESE isak TEREE The Test Family The Test Marriage The Hills Macquarie Outback Entities ER 01 10 2009 Family Current Individual in Family 29 07 2009 Marriage Current Member 24 07 2009 Cluster Category A Statistics Officer 23 12 2008 Outback Entities Current Outback Individual 16 02 2007 You will notice that there are blue tabs you can click on to view different categories of information about the individual e g General Contact Events You will also notice that whenever an ID number is displayed you can click on it to view the details of that particular individual or institution For example on the screenshot above you could cl
30. ber will apply to the households details as well and not just the individual family members in that household e Please Note Changing an individual s contact details will NOT automatically change their family household details unless you tick the box next to the green text which says Apply changes to Mr X s family contact details as well Individuals Request any other changes which you cannot do yourself This screen is available to Secretaries and Membership Officers of Communities Local Spiritual Assemblies and Regional Baha i Councils as well as National Office Staff For all types of membership changes which you cannot do using another screen you should use the Request Changes screen Follow the menu items Individuals gt Request Changes When you click Request Changes the Find Individual popup window appears asking for the details of the person to search for After you have made your selection from the search pop up the following screen will appear 24 Log Off Home Individual Details gt gt Request Changes Restricted Sites My Step 1 Find Individual Mr Ryan Smith 4660 Individuals View After you have finished making changes to e mail the changes to the National Office Membership Add Department click on the button at the bottom of the screen Residential Address Address Change Child Protection Details 19 Happy Crescent Melbourne Contact Devices
31. bution Lists Select Type Individual Email Distribution List Select Distribution List ARMIDALE DUMARESO Bahais Edit Details Parameters Preview Recipients Distribution List Name ARMIDALE DUMARESGQ Bahais Is Public IV Baha i IDs comma seperated SSS First Name C Middle Name e Surname aaa fms State Nsw z Cluster NSW C20 Northern Slopes xl Community ARMIDALE DUMARESQ gt Start Age fa End Age i Gender ALL Is Indigenous ALL Save Changes Sawe As New List Delete Done EI TT Ug trusted sites a 100 After making changes to the list parameters use the Save Changes button Use the Delete button to remove an unwanted list To create a new list change the parameters enter a new list name list names must be unique and use the Save As New List button Note that only system administrators at the National Baha i Office can create edit delete public lists A public list is one that is visible to and can be used by all encompass users Any list that is not public can only be seen and used by the person who created the list There is a very large number of public lists already created that you can use if you would like more added please email it bnc bahai org au Note also that just because a list is visible to you does not mean that you can send email to everyone on the list All email lists are filtered by your security access So in the example above if you do not hav
32. ct your password will be sent to your e mail address ne i 5 Favorites Encompass Online The Australian Bahai web Portal ii ei r Page Safety Tools CE IS f E https Himembers bahaiorg au rmainfraneset hkm Encompass Password Request e If for some reason the e mail cannot be sent for example there was an error OR your e mail is flagged as Not Preferred in the membership system you will NOT receive the password In this case contact it bnc bahai org au 2 Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A Baha i s ol Australia In loj x Go 12 https members bahai org au mainframeset htm ine Q bes x Q Google 7 e qa Favorites Encompass Online The Australian Baha i Web Portal fay Pager Safety Tools Encompass Password Request ier 19999 continue Cancel m _ f Wtawes aelaine gt If there is no error but the details you entered did not match with what is on record you will still NOT receive the password instead another screen will be displayed asking you for more details and then an e mail will be sent to the IT Department with details of your request for a password and we will manually process your request EPA rae JS 8 https members bahai org au mainframeset htm hea A 3 Google P N o o m yg Favo
33. ddress details recorded for the selected individual institution are also displayed below so that you can check they are correct before selecting subscriptions When sending anything via email e g passwords mailouts subscriptions Seer will use the following email address details Jseable Email Address Silent Edit Email Details Yes habib sabet bne_bahai org au No No habibsabet hotmail_ com No Items you can subscribe to E E E E E E E E E CEA Ame a ae y 18 Individual Search A number of screens in Encompass require you to search and find an Individual e g Individuals View screen This is relevant only if you have access to view or update details of individuals other than yourself When entering the name of the individual to search for you are allowed to enter parts of a name if unsure of the spelling For example entering ste for the First Name will return people with names like Stephen Steven Lester and Steve Depending on your level of access the communities you will able to select from will vary When you click Search the results of matching people are displayed below the search button To select the person from the list of results simply click on their Baha 1 ID number you will then be taken to the page that originally opened the search window A FIND INDI IDUAL Webpage Dialog xj Find Individual Baha i ID First Name fy
34. default setting for the dialog box is to find a children s education activity To find such an activity we must first find the relevant Educational Institution WR encompass Online The Australian Baha i Web Portal Cluster Commumt Find Educational Institution Activity yi Activity ste D Educatior Name I Include Aliases p Country State Cluster NSW CO3 The HiNs Macquane Community RANKHAMHUS f Status ey Find Activity and Find Educational Institution Educational Institutions An Educational Institution is the school home or other venue in which classes are held Institutions may have multiple classes If the ID number or name of the institution is known it can be searched for accordingly at the top of the Find Educational Institution dialog box The names of cluster or community can also be included in the search criteria When ready click Search 29 A list of educational institutions will appear After locating the desired institution click on the blue ID number on the left side of the record Ps je g 19551 10556 10557 10558 10549 10561 10550 10559 10560 10562 10563 10568 10564 a rer 4 Find Activity weboune Dialog Educational Institution Model Farm high school 163183 25 Records Search 01 02 2006 01 02 2005 01 02 2005 01 02 2005 01 02 2005 01 02 2005 01 02 2005 01 02 2005 01 02 2005 01 02 2004 01 02 200
35. e you will be taken to another screen which asks you to specify the parameters for the report When this has been done you can click on Generate Report which will create the report for you Generate Reports Report Parameters Alphabetic Individuals List Telephone Book Country Australia State NSW Cluster NSW C02 North Shore Community PITTWATER gt Include Address Unknown T Generate Report Back 33 You will then see a preview of the report displayed on the page and a drop down list that gives you options for saving the report in a particular format HTML Excel PDF Word TIFF Image etc To export the report to an Excel file for example select the option Excel from the list and then click on the Export link Generate Reports To save File reports export to Excel To print reports amp labels under Select a format choose Acrobat PDF amp then click export amp print the generated PDF file The label reports are designed for pages with 24 labels per sheet 8 rows 3 columns amp 70mm x 36mm label size d fi ofi b bli Page Width Find Next Ia sled a format 5 F ae a delimi Acrobat PDF file MHTML web archive Cluster Community List Community Name Status Adults M1 F Youth Jun Youth Children Unknown Total State NSW NSW C02 North Shore Status Category A You will notice on the first step of the Reports View screen tha
36. e The site has had limited testing and should work with the Safari web browser e If you use a Mac we recommend using the Firefox web browser What membership data will have access to on Encompass e By default all users have access to their own records only if you are on an Institution you will have access to your area of jurisdiction e g LSA members will have access to all records for their Community RBC members will have access to all records for their State How can I view a list of all people in a community e Depending on your access you can view a list of all members of a community by clicking on the menu link Individuals and on the sub link View e When the Find Individual popup window appears asking for the details of the person to search for simply leave all of the fields blank and select your community from the community drop list When you click Search the results returned will be everyone from that community Saved Searches xi Go ff Search Name SaveAsNew Update Baha i ID _ PectName ks O a Abanes Middle Name Last Name E Find Similar Last Names Include Aliases Country Australia State NSVV Cluster NSW C02 North Shore Community WARRINGAH Age Between lo and fiso a 4 Gender ALL Baha is Only Baha is d Living Only Living gt Search e If instead you wanted a list to print out you should use the Reports menu to generate
37. e read access to the Baha is in Armidale you would get no recipients if you emailed to the list To see who will receive email sent to the list click on the Preview Recipients button Here is an example of Preview Recipients 10 Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S 4 Baha is of Australia ine Owe https members bahai org au mainframeset htm Y Rey x g Google P Ci gt sy Favorites Encompass Online The Australian Baha i Web Portal ai lt I A v Pager Safety Tools Email Distribution Lists Select Type individual Email Distribution List x Select Distribution List ARMIDALE DUMARESQ Bahais i Edit Details Parameters Preview Recipients D Name Status Type Emal Community State Country i 300 Amini Ghodsi 18 04 Individual NO EMAIL ADDRESS 1 Standing _ Farahbakhsh In Good eae ee lt 1 ARMIDALE oe 243 NO EMAIL ADDRESS i NSW ae Fernie cake fo DRESS DUMARESQ sw Aust Farahbakhsh In Good A 2 ARMIDALE 2439 NO EN SS NSW Austr Standing Individual NO EMAIL ADDRES DUMARESQ NSW An tralia ARMIDALE DUMARESQ T ie a el ee Kas ee Note that all Individuals that meet the selection criteria are displayed but some individuals do not have an email address and will obviously not receive email sent to the list This works simila
38. eports will be governed by the Privacy Act For example members of Local Spiritual Assemblies will only be able to report on Community level data whereas members of Regional Baha i Councils will be able to report on State level data All Baha is can report on statistical data that does not identify individuals To generate membership based reports from the menu click on the menu link Reports and then on the Reports sub menu click Membership To generate reports from the Baha i World Centres Statistical Report Program click on the menu link Stats Report Prog then the sub link Reports Under the sub link there are three categories of reports Standard Customised and Management To generate reports about Core Activities held in the Baha i Community including additional Statistical Reports click on the menu link Activities then the sub link Reports Under the sub link there are two categories or reports Standard and Customised For assistance with Activity and Statistical based reports please contact your Regional or Cluster Statistics Officer You will be taken to a page where you can select the type of report you want Generate Reports Select Report Alphabetic Individuals List Telephone Book Report Description Listing of Individuals with contact details Can be selected by Country State Cluster or Community pe Continue After clicking on Continu
39. g For example entering Ste for a First Name will return people with names like Stephen Steven and Steve From the search results list click on the blue Baha 1 ID link of the entity you wish to select You will be taken to a page that displays that persons institutions contact details Contact Devices When editing details relating to email addresses please be aware that the Prefer flag indicates which email addresses Encompass will use to send you system generated e mails e g forgotten password e mails and mailouts Step 1 Find Individual Mr Habib Sabet 7504 Business Email habib sabeti bne bahaiorg au habibsabet hotmail com 02 9998 9287 Mobile 0403 177 928 Pager Web Address members _bne bahat org au No If you set the Prefer value for any contact device to yes then it will be given priority to be used to contact you Please make sure you have at least one e mail address entered with the Prefer flag set to yes If you do not then you cannot receive any system generated e mails In this example below if you want to edit your Home Phone you simply click on the Edit button on that row and the screen will allow you to edit the value 23 Contact Devices When editing details relating to email addresses please be aware that the Prefer flag indicates which email addresses Encompass will use to send you system generated e mails e g forgo
40. g pioneering Owner Temple Teaching amp Services Committee Select File to be Uploaded C Documents and Settings sabeth Desktop Browse lt lt Back Save The owner of the Resource can either be yourself or one of the institutions you are a member of The owner can later update or delete the Resource if need be If you choose yourself as the owner later only you can change the Resource If you chose one of the institutions all the members of that institution can later change the Resource System Administrators at the National Baha i Office can change or delete all Resources Last to upload the file click Browse then choose the file to be uploaded for the Resource and click Open Resource gt gt Add Choose File to Upload TE j Look in IE Desktop i ei k My Documents h Add p My Computer Nero Cancel aj Notepad a Paint ay Recents Ea Remote Desktops aaiReports ig Resources screen designs ay SearchInFiles My Documents amp My Computer Ha SQL Server Man St subscribe EM switch Sound File Converter WI TASK LIST doc Gye Timer S e File name Files of type fan Files v Cancel A At any stage you may click the Back button to go back one step and change the options you have chosen At the end click Save Updating a Resource If you are the owner of a Resource or a member of an institution owning the Resource you are then authorized to update that
41. g ee AY ier ins a fice australa a coor a Baha 20 10 2008 y coe 93 00 2006 te ppano a erence Gersburg 22008 gy Copy ees Test Email 2 oe Mr Francis Carsburg z 2 P am Create New Email Find Email ee eee z B 4 Publicly viewable lt Has Sttachments a Click this icon to view Recipients SS ey 12 To open and view any email click on the Subject which is a link To make a copy of an existing email and start editing it click on the Copy link next to the email Draft emails can be deleted by clicking on the garbage bin icon next to the email Note that the list will only include your 50 most recent emails You can use the button Find Email to search for any draft or sent email that you have created in the past The button pops up a search screen that allows you to enter details to search for To see an example of an email search refer to the Mail Outs section of this user guide Click on the Create New Email button to commence creation of a new email There are several steps to the process as follows i Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by M 5 4 Baha i s of Australia Inc i _ lo x Ery EA RE j https members bahai org aumainframeset htm 3 4 x x R Soogle Pl qip Favorites Encompass Online The Australian Baha i Web Portal a By mi Page Safety Tools E i 59 it Email gt gt Add Edit Delete
42. have a few important elements l Area 2 Category 3 Activity Activity Types and Courses 4 Resource File Examples of an area or location for a Resource would be country of Australia state of NSW cluster of North Shore and community of Manly Every Resource is assigned to an area and those who live in that geographical area have access to it Examples of a category are firesides devotional meetings and statistics A Resource can be assigned to one or multiple categories Examples of activity are activity type Ruhi Study Circles includes courses such as Book 1 Book2 etc activity type Baha 1 Children Education Class and activity type BESS class A Resource can be assigned to one or multiple activity types It can also be assigned to one or more courses within an activity type Every Resource file is either assigned to a category or an activity or both A Resource can be assigned to multiple categories and or multiple activities You may login to Encompass and find a Resource you require Viewing a Resource To view a Resource click on the menu item Resources and then View Find the Resource according to Resource Search section and click the ID of the Resource on the left hand side of the list in Search Window The following screen will appear 37 Find Resource Resource 6 How to teach effectively in NSW 6 Im ac Description Better Teaching the Cause This material helps those keen on teaching the cause
43. ia 13 49 a P it 21 11 2006 21 11 2006 17 03 Riaz Test Mr Ryan Smith Mr Ryan Smith IFO 4 ia 21 11 2006 z 21 11 2006 16 56 The test email Mr Ryan Smith Mr Ryan Smith 16 57 2 a mw 21 11 2006 Another Test of Mr Francis National Baha i Office 21 11 2006 a o y 12 10 Encompass Email Carsburg Australia 12 14 21 11 2006 5 Mr Francis National Bahai Office 21 11 2006 10 29 COPY OF Test Email nnHH Carsburg Australia 10 39 a P it 20 11 2006 Mr Francis National Baha i Office 20 11 2006 16 39 Be NEUTER NEES Carsburg Australia 16 41 a P it O7 11 2006 14 11 2006 15 37 tret Mr Ryan Smith Mr Ryan Smith Tang 2 ima 30 10 2006 E 14 11 2006 nity Ema 14 14 Unity Email Mr Ryan Smith Mr Ryan Smith 13 23 4 im 03 09 2006 Mr Francis 22 11 2006 16 02 Test Email 2 AE Mr Francis Carsburg 1103 2 ae mw Simply click on the subject link to open and read the email If the email has attachments these will appear as links when the email opens and you can click on the links to open and read the attachments If you need to locate Public emails that are prior to the last 50 that were sent you can use the Find Email button to bring up a search screen The search screen can also be used to search through your own private draft and sent emails 35 Hj Find Email Webpage Dialog Find an Email Text shalom Ownership Public Status Sent sender Mr Ryan Smith sent Between And Email ID Results so RLN nae Search 30 10
44. ick on the white link next to Outback Entities and it will take you directly to the details of the Outback Entities If the ID number is NOT a link and is just text this means that you do not have access to that Institution or Individual due to your security level 26 Two new tabs Activities and Qualifications were added to show details relating to participation in Core Activities in the Bah Community An example of the details available on the Activities tab is shown below The drop list on the tab can be used to swap between details of the Activities that the Individual Participated in and the Activities that the Individual Facilitated Member r General peanta Events if ReORS ba History Subscriptions Notes Qualifications Select Participated or Facilitated ll Ruhi Institute Book 7 Walking Together on KU RING a Path of Service SC Ruhi Institute Book 6 Teaching the Cause SC Ruh Institute Book 2 Arising to Serve Ruhi Institute Book 4 The Twin ae Manfestations of God Ruhi Institute Book 3 Teaching Children s Classes Grade 1 OC Child Protection Policy Training Ruhi Institute Book 1 Reflections on the S i ie ofthe Spi SC Class Activities Participated Community Start date c ae 05 02 2006 17 09 2006 85 WARRINGAH 02 02 2005 18 12 2005 85 ies HORNSBY 25 01 2005 10 03 2005 100 Yes KU RING 39 05 2004 17 12 2004 85 Wes GAI ae 29 02
45. ils which you cannot do yourself 0066 8 My View what Institutions you are a member Of aenar enrere aeneae aaan 9 My Manage your own Email Distribution Lists 2 0 0 cece E 9 My Email Add Edit Delete Create and Send Email a e a 12 My Manage your own Email Signatures Templates cccccccssssssscccccecceeesssseecceceeeeaaaeeseeseeees 16 My Manage your own Email Subscriptions e a aa a 18 ladir idua kS 7S CAC a merece tre eas eee eee rece ee eee ene ee meric cee ee E eet 19 ATS CU UNE VN aS ANC Lh areca oe ee aes E recat Se ee et eee ee ee 20 Fa 6 01 herctoge of 8 RNme erent eee re ey E E eee ee ee eer ee ee 20 FNESO UMCE Se CALC IN erect a tea saree tala ree oa een ct irc toate a reat mee cle cette ea rerta tite Mey 21 Individuals Institutions Edit Contact Devices ae a a a a e a a 23 Individuals Request any other changes which you cannot do yourself ccccccccceeecesssseeeeeeeees 24 Individuals View an Individuals Details e a cs E E 25 Institutions Request any other changes which you cannot do yourself ccccsceceeeeeeesseeeeeeeeees 28 Institutions View an Institutions Details a ana a E 28 NCUVAGIES i SCCA ance Vale We ac N y eae teens saan E an ene a aaee nes ow 29 REDO terete E cine teria eee eure te et tee Perea Shee ta eine eee ale Oh a E E 33 Mail Outs searching for and viewing Public Emails eonosco ennnen 35 Resources aa sn se saute E E
46. in NSW to better underestand the ways to teach better areas in need of pioneering and more in state of NSW Keywords NSW teaching pioneering Owner Temple Teaching amp Services Committee Type Adobe Acrobat Size 535 KB File Name Resource 6 How to teach effectively in NSW Language English Download uy Disclaimer The resources available to download from this website are prepared and submitted by third parties unless otherwise indicated for general usage and on the basis that all persons accessing them take responsibility for their appropriate use inchiding compliance with copyright and intellectual property rights of any person You may download the resources for non commercial personal use only The contents of the resources submitted by third parties are solely the responsibility of the authors The National Assembly does not review approve or endorse these resources and does not make warranties of any kind in particular as to whether the material infringes the intellectual property rights of any person and accepts no responsibility or liability in respect of such third party resources Through this website or third party resources you are able to link to other websites which are not under the control of the National Spiritual Assembly The National Assembly does not endorse and is not responsible for any material on or linked to from third party websites There are three tabs on the screen for various parts of the Resource
47. l and from whom He will He withholdeth them He is the Great Giver the Most Generous the Benevolent Baha u llah Gleanings from the Writings of Baha u llah p 277 a x R3 ep D ae Page Safety Toos 4 IO x ple Google Change Personal Details Change Your Password Change Your Phone Numbers and Email Addresses Change Your Residential or Postal Address Subscribe or Un subscribe to Enform and other Email Publications International Sites Baha i International a Australian Sites gj The Baha is bahai org au Community The Web site of the Baha i International Community Cultural Cleansing In Iran A site regarding Irans campaign of persecution against the Bahai Faith 2j The Baha is bahai org The official Web presence of x The official public Web presence of the Australian Baha i Community i 2j Australian Baha i Legal Network Aweb site that can be used for adding to a database of Australian Baha i Lawyers Wd Yerrinbool BCL To view the latest policy statement on Collection amp Use of Information Accuracy amp Security and Guidelines for Use of Information by Bahai Institutions Agencies Click here Last updated 17 May 2004 Welcome BahaiiLife Positions Vacant Children amp Youth Baha i Studies LSA Handbook The current 4th edition of the Australian Local Spiritual Assembly Handbook is available here Internation
48. l Individuals and Institutions with Residential or Postal address matching the search criteria and only those which your security level allows Only Individuals and Institutions to which you have access will be returned by the Search Additional guidance on how to search is provided at the top of the screen itself 20 The Address Search screen can be accessed from the main menu link Address Search from menu item Individuals gt View and from menu item Institutions gt View ke Find By Address Webpage Dialog Find By Address When searching in the Address Lines enter whole words or a phrase between double quotation marks Do not jenter the street type If entering a suburb put it on a seperate line e g to search for the address 99 Main Street Hornsby enter main not main street on line 1 and hornsby on line 2 If you enter spaces the phrase you are searching for must be put between double quotation marks e g to search for a suburb called mermaid waters enter either mermaid only or enter mermaid waters Country Australia h State ALL Postal Code Address Line 1 hazelmead Address Line 2 Jasquith Address Line 3 Address Lined Communication Device Value e g email address or phone number eS W g e e Fe T TRAT o a 5 iz m a l re oe ne ta VF a E ee WP eee ee nical Type Community State Country Status ry 124991 Family HORNSBY NSW Austiali
49. ll other options below that field are ignored and the software only searches for those IDs To use other search options this field needs to be cleared If you know the description or part of the description of the Resource you can type one or more words from the description into the Description field and click search The search window then shows you those Resources that contain the words you typed in their descriptions Many Resources can have keywords associated with them To narrow the search results to those you can type in those keywords in Keywords field and click Search Every Resource has an owner assigned when uploading the Resource The owner can be an individual or institution If you are looking for Resources of which you are the owner by checking the option My Resources you will narrow the search results to those Resources that you own Every Resource belongs to a geographical area If you check the Area option you can then check to choose which area or areas the resultant Resources belong to You may choose to filter your search results on those Resources that belong to one or more categories In this case check the Category box and then check those categories you want your search result to display You may want those Resources that fall into one or more activity types or courses within activity types In this case check the Activity box and then check the Activity Types and then the Course that the Resources are assigned to
50. may check more than one category If your Resource is going to be assigned to an activity type but not to any category you may go to the next stage leaving the category boxes un checked Click Continue 39 Resource gt gt Add Please choose one or more Categories for the resource You may choose no Categories M ALL l Devotional Meeting l Fireside l Indigenous Development l International Colaboration l Pioneering Statistics M Teaching the Faith If you would like to add a category please contact the National Office Continue gt gt If the new Resource will be assigned to a certain activity type in the next step you choose the activity type For example Ruhi Study Circle If you have already chosen a category and no activity type applies to your Resource you may leave the activity type check boxes un checked and this takes you to the final stage Click Continue Resource gt gt Add Please choose one or more Activity Types for the resource You may choose no Activity Types MALL l Baha i Children s Education Class l Baha i Children s Education in State Schools Class l Baha i Children s Education Neighbourhood Class l Junior Youth Group l Other Courses M Ruhi Study Circle lt lt Back Continue gt gt If you have chosen an activity type in the next step choose the course in that Activity Type that is relevant to your Resource
51. nd then click GO Institution Search A number of screens in Encompass require you to search and find an Institution e g Institutions View screen The Institution Search screen works in the same way as the Individual Search screen except the fields displayed are different Whenever you click on a button that requires you to select an Institution you will see the Institution Search screen appear as a pop up fe Find Institution Webpage Dialog i E x Name pitt l Include Aliases Country Australia State NSW Type ALL l Status ALL Search MRS EVANIA PITTMAN ee e 5 141989 GLOUCESTER Family Current NSW Australia O 1 2 16997 The Baha i Community of PITTWATER Community NSW Australia 36 2 The Spiritual Assembly of the Baha is of Local Spiritual 50395 9 150395 PITTWATER koih Current NSW Australa 2 166843 Pittwater BEN Educational Current NSW Australa 163444 Pittwater High School Educational Current NSW Australa 2 In the list of matching Institutions 1f the Institution is either a community or a family you will notice that there are numbers displayed for the columns B and NB this shows the number of Baha is and Non Baha is in the Institution To view who the members in these Institutions are you can click on the question mark Address Search The Address Search screen works in a similar way to the other search screens except the fields displayed are different and it will find al
52. ools Email gt gt Add Edit Delete _ Drafts Sent Create New Email Find Email Step 1 Email Details Step 2 Attachments Step 3 Specify Recipients Step 4 Confirm amp Send Confirm email before sending Public Yes this email is Public until 31 12 9999 From Entity National Baha i Office Australia From Address secretariat bnc bahai org au Reply Address secretariat bnc bahai org au Priority Normal Email Recipients ACT Bahais VICTORIA PARK Bahais Subject This is a new test email Message NATIONAL SPIRITUAL ASSEMBLY ETC Some more headings Dear Baha i Friends This is a test Attachments ays Email 2048 How to teach effectively in NSW pdf n habib sabet bnc bahai org au Send this email to me as a test I This email is ready to send to all recipients _____ Send Email to all recipients rar a S I a aA e Before sending to the recipients you can send the email to yourself as a test To do this pick one of your email addresses and click on the button Send this email to me as a test This allows you to verify that the email is correct before sending it to all the recipients When you are ready to send the email to all recipients use the tick box to enable the Send Email to all recipients button then click on the button NB Once you click that button the email will be sent to ALL recipients and cannot be stopped You are able to resend an email that y
53. ou have sent in the past by searching for the email and opening it from the email list Sent emails will open at the final step because they cannot be edited and changed but they can be resent If you want to send an email that is similar but not exactly the same as one you have previously sent search and find the one previously sent and use the Copy link to make an editable draft copy of the email which you can change to meet your needs and then send My Manage your own Email Signatures Templates This screen is for creating and editing email signatures templates for use with Encompass Email When creating an email to send you can start with the text of a signature template see My Email Add Edit Delete Follow the menu links My gt Email gt Signatures to access this screen Below is an example of a template 16 gt Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A Baha ts oF yustral i E oj x Go https members bahai org au mainframeset htm a Rea x AS Google z w Favorites Encompass Online The Australian Baha i Web Portal gi A Pager Safety Tools Email gt gt Signatures Select Signature Secretariat Template NATIONAL SPIRIRTUAL ASSEMBLY OF THE BAHA IS OF AUSTRALIA INC National Secretariat DS eee EE SUR EC Te REES With warmest Baha i regards Habib Sabet For the
54. r Other Courses Yes Yes Ho Hao O2 1 1 2005 To find an activity that is not held in an educational institution a similar process is followed to the one outlined above From the sidebar menu click Activities then View Close the Find Educational Institution dialog box if it appears Select the desired Activity Type from the Find Activity dialog box Select any other necessary criteria and click Search Select the desired activity as before by clicking upon the blue ID number of the activity 31 Log Off hi Ome Restricted My Individuals Institution Mail Outs Reports Address Sea Stats Repor Activities Sure Breezes of Confirmation Breezes of Confirmation Breezes of Confirmahon Breezes of Confirmation Drawing on the Power of the Word Drawing on the Power of the Word 05 0 08 08 2005 02 06 2005 18 03 2005 22 01 2004 24 04 2007 en ee eee a ee E ES eee ne E ws RN 95102 2007 29 11 2005 30 04 2007 29 11 2006 12 12 2005 28 09 2005 O1 09 2006 12 08 2004 06 10 2007 09 08 2007 n Find Activity ias Parham Ran Taraz u llah Lalehzari Carmen Lalehzan Nassim Lal ee a ee a ea ina Idelkhani Came Usaha Taraz u llah Lalehzan Carmen Lalehzan Lew BAULKHAM HILLS a te 32 Reports Reports screens are available to all users but the data that will be visible in certain sensitive r
55. rites Encompass Online The Australian Baha i Web Portal r my Page Safety gt Toos Encompass Password Request Submit Try Again _ boe O O O OOOO O E T T T CB trstedsites Mae 100 gt 4 The website does not seem to work for me What can I do Check to see that Pop Ups are not being blocked You can do this by following the steps below 1 In Internet Explorer click on tools gt internet options 2 On the privacy tab click the settings button 3 For the text field Address of Web Site to allow type in the value bahai org au and then click the Add button Add the Encompass website to your list of Trusted sites You can do this by following the steps below 1 In Internet Explorer click on tools gt internet options 2 On the security tab click once on trusted sites then click on the button Sites 3 Make sure the tick box Require Server verification https 1s not ticked 4 For the text field Add this Web Site to the zone type in the value bahai org au and then click the Add button If you still have problems contact it bnc bahai org au or call 02 9998 9222 What are the requirements of my computer for the Encompass site to work e The site requires Javascript Cookies and Pop ups all to be enabled e The site is tested to work fully on Internet Explorer 7 and Mozilla Firefox 3 including reports
56. rly for all types of lists in that all entities that meet the selection criteria will be shown and those without an email address will be highlighted in red Note again that if your security access level does not allow you read access to the entities on the list you will not see them in the preview Here is another example Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N 5 4 Baha ts of Australia ine 3 x JOR https imembers bahai org au mainframeset htm f 8 4 x Googe ps Vy Favorites Encompass Online The Australian Baha i Web Portal fa 7 v y Pagev Safety Tools Email Distribution Lists Select Type Institution Members Email Distribution List Select Distribution List NSW Local Spiritual Assembly Treasurers gt Edit Details Parameters Preview Recipients Distribution List Name Nsw Local Spiritual Assembly Treasurers Is Public Baha i IDs comma seperated t S Name i sts Country Australia State nsw Cluster ALL gt Type Local Spiritual Assembly x Status Current gt Membership Type Treasurer z Start Age mo End Age 79 Gender ALL Is Indigenous ALL gt Save Changes Save As New List Delete a a Rim 11 You can see that this gives you a powerful tool to target many recipient groups In the example above you could refine the target group to just one Cluster in NSW and
57. s When you click Request Changes the Find Institution popup window appears asking for the details of the Institution to search for After you have made your selection from the search pop up the following screen will appear Institution Details gt gt Request Changes Step l Find Institution National Library Of Australia 135855 After you have finished making changes to e mail the changes to the National Office Membership Department click on the button at the bottom of the screen Institution Name National Library Of Australia Fostal Address LUSTRALIAN SERIALS CANBERRA ACT 2600 Australia Contact Person Other Comments Changes Ea Submit Changes E mail Changes To Membership Dept Just enter the new values in the text boxes by typing over the current values and when done click the button E mail Changes to Membership Dept Unlike other screens which make changes to the database immediately this screen will email the new details to the Membership Department who will then action it If you wish to change details not shown on the screen type them into the Other Comments Changes field Institutions View an Institutions Details In Encompass things other than individuals are accessible under the Institutions link This includes families committees and elected or appointed Institutions The Institutions accessible will vary depending on the user s role in
58. ss of which you are a member Select one email address You can make the email viewable after it has been sent by all users of Encompass refer to the Mail Outs section To do this tick the Publicly Viewable option Enter an end date if you want the email to stop being publicly viewable after a period of time If you wish to use a signature template as a basis for creating the text of the email select the signature template you wish to use from the pick list and click the Apply this Signature button NB Applying a signature template will overwrite all text in the text editor For details on how to create and edit signatures templates refer to the section Manage your own Email Signatures Templates Enter a subject line for the email and then create the body of the email using the text editor Note that you can use the text formatting options such as bold underline font text size text colour etc 1f you know HTML you can use the Toggle HTML Source option to edit the text as raw HTML HTML Hyper Text Mark Up Language NB The Enter key on your keyboard creates a new paragraph in the editor If you just want to go to a new line not a new paragraph hold down the Shift key and then press the Enter key Click the Save and Continue button to go to the next step This button will be called Update if you are using the screen to change a previously saved draft email E A i
59. stage Click Continue Resource gt gt Edit Find Resource Resource 6 How to teach effectively in NSW 6 Please choose one or more Activity Types for the resource You may choose no Activity Types M ALL l Baha i Children s Education Class l Baha i Children s Education in State Schools Class l Baha i Children s Education Neighbourhood Class l Junior Youth Group T Other Courses l MV Ruhi Study Circle lt lt Back Continue gt gt If you have chosen an activity type in the next step choose the course in that Activity Type that applies to your Resource for example Book 1 and Book 2 If all the courses apply to your Resource either check all the courses or check the ALL box Click Continue Resource gt gt Edit Find Resource Resource 6 How to teach effectively in NSW 6 Please choose one or more relevant Courses for each activity type you selected M ALL l Ruhi Institute Book 1 Reflections on the Life of the Spirit V Ruhi Institute Book 2 Arising to Serve l Ruhi Institute Book 3 Teaching Children s Classes Grade 1 l Ruhi Institute Book 4 The Twin Manifestations of God l Ruhi Institute Book 5 Animators of Junior Youth Groups I Ruhi Institute Book 6 Teaching the Cause l Ruhi Institute Book 7 Walking Together on a Path of Service l Rubi Institute Book 3a Teaching Children s Classes Grade 2 1 4 Continue gt gt 43 The final stage
60. state Being able to view data does not automatically give you access to update it Certain information can be updated by all individuals for example each individual can update his her own phone numbers and email addresses However to be able to update data of other individuals a user of Encompass must have one or more of a few specific roles For example an L S A Secretary or L S A Membership Officer can update some data relating to the individuals in his her Community e g phone numbers and email addresses and can use the Request Changes screen to notify the National Office of other changes such as address changes Updating other types of data also requires a user have a specific role for example only Regional and Cluster Statistics Officers can enter details of Core Activities being held in the Baha i Community for example Study Circles and Children s Classes My View your own community details You can quickly access your community details by following the menu links My gt Community This is exactly the same as if you had gone to the menu item Institutions gt View and had searched for your community manually For more information on this screen please refer to Institutions View an Institutions Details My Change your own password To change your password follow the menu links My gt Individual Details gt Change Password or click on the Change Your Password
61. t some reports have the word File Label or List in their name The information in File reports is returned in columns suitable for exporting into Excel The information in Label reports is returned in a format to fit onto printed labels after exporting to PDF and List reports are suitable for exporting to PDF format and printing 34 Mail Outs searching for and viewing Public Emails Please refer to the section My Email Add Edit Delete Create and Send Email for details of how emails are created in Encompass and how an email can be designated as Public that is viewable by all Encompass Users All Encompass Users can search for and view emails that a sender has designated as Public These could be emails such as non confidential mail outs to the Community from the National Baha 1 Office a Regional Baha 1 Council or a Local Spiritual Assembly When you click on the Mail Outs link from the main menu you will see a screen that lists the 50 most recent Public emails in Encompass Email gt gt Public Emails Public Emails Find Email i Publicly viewable Has Aachen a Click this icon to view Recipients Entered Subject Owner From Sent Bow 26 11 2006 Another Test of Mr Francis National Baha i Office 29 11 2006 a p y 12 06 Encompass Email Carsburg Australia 12 39 24 11 2006 3 Mr Francis National Baha i Office z4 iirz2006 12 03 ELAS a e a Carsburg Austral
62. the Baha i Community All individuals have read access to some Institutions e g the National Baha i Office Members of Baha 1 Institutions have access to the details of more Institutions for example members of Local Spiritual Assemblies have read access to all Local Spiritual Assemblies in their country 28 To view an institution the same steps apply as for viewing an individual except follow the menu items Institutions gt View When you click View the Find Institution popup window appears asking for the details of the institution to search for After you have made your selection from the search pop up the following screen will appear Step 1 Find Institution Find by Address The Sabet Family 125967 a oe oan i Contact Events 1 Memberships Member Of Agencies Agency Of History Subscriptions Notes Activities it t l i Name The Sabet Family Short N Sabet Type Family Status Current State NSW Country Australia Aliases Restrictions Click to view For more details on the features of this screen please refer to the Individuals View an Individuals Details documentation as these screens are very similar Activities Search and View an activity A useful first step in using Activities on Encompass is locating a particular course From the sidebar menu click on Activities then View A dialog box will appear in which various search criteria can be selected The
63. the Resource If however you want to choose North Shore cluster you should select ALL for Community so that everyone in that cluster would have access to the Resource In the above picture the area for the Resource has been changed to state of NSW Every Baha i in NSW would have access to this Resource You can also delete the Resource by clicking in Delete this Resource button When you finished this step click Continue Next step is to update the categories for the Resource Check one or more categories appropriate to this Resource If your Resource applies to an activity but not to any category you may uncheck categories or leave blank and go to the next stage Click Continue 42 Resource gt gt Edit Find Resource Resource 6 How to teach effectively in NSW 6 Please choose one or more Categories for the resource You may choose no Categories MF ALL l Devotional Meeting l Fireside l Indigenous Development l International Colaboration Pioneering Statistics V Teaching the Faith If you would like to add a category please contact the National Office lt lt Back Continue gt gt If the Resource will be assigned to a certain activity in the next step you choose the activity type For example Ruhi Study Circle If you have already chosen a category and no activity type applies to your Resource you may leave the activity type check boxes un checked and this takes you to the final
64. tion Lists This screen is for creating and editing Email Distribution Lists for use with Encompass Email When creating an email to send you must use one or more Email Distribution Lists to send the email to see My Email Add Edit Delete You cannot enter Email Addresses manually Follow the menu links My gt Email gt Distribution Lists to access this screen There are four types of Distribution List that you can use create These are Individual Email Distribution List for which the recipients are Individuals Institution Email Distribution List for which the recipients are Institutions Institution Members Email Distribution List for which the recipients are Individual members of Institutions and Activity Facilitators Email Distribution List for which the recipients are Individuals who are able to Facilitate various type of Activities e g Ruhi Study Circles The parameters for each type of list differ and the screen changes depending on which type of list you select Here is an example of an Individual Email Distribution List f gt Encompass Online The Australian Baha i Web Portal Microsoft Internet Explorer provided by N S A Bahhats of Australia inc ss x ECAT https fmembers bahai org au mainframeset htm vv 4 5 x ae Google p hal A ne a Sie Favorites Encompass Online The Australian Baha i Web Portal fay A l wp Page Safety Tools W Email Distri
65. tten password e mails and mailouts Step 1 Find Individual Mr Habib Sabet 7504 Edit Business _ Email Apply changes to Family and Family Members i Mr Habib Sabet 7504 habib sabet bne bahat org au Miss Irana Sabet Sarvestant eset Edit Business Eel ee a 159657 Edit Business 9998 9233 Na E os Phone SS DEEE aa E gt a Mis Sabina Sabet Sarvestam Edit Email List l m 147255 Edit Filing Email Sed Edit Home Email habibsabet hotmail com Edit Home Fax i Cancel d er o Update Phone Edit i Mobile 10403 177 928 Yes No Edit Pager No No moo e W Apply to Mr Habib Sabet s family contact devices as well ii Jo No If you are editing the contact devices of an individual or family whenever you click Edit you will notice an Apply Changes To option appear Before clicking on the Update button to save your changes check that the Apply changes to option on the right is exactly what you want You can choose to apply the changes to the single person only OR to also apply the changes to the other family members and the household by changing the drop list under Apply Changes to to be Family and Family Members e Every person ticked will also be updated in this example with the new Home Phone number e Since the box next to the green text at the bottom of the list has also been ticked the new home phone num

Encompass Basic User Guide Version 7 – 21/01/2009 https

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Encompass Basic User Guide Version 7 &ndash; 21/01/2009 https

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Encompass Basic User Guide Version 7 – 21/01/2009 https