WelcomeWelcome to the third part of this communication system website

tutorial!

This tutorial is for (Ministry Leaders) those who coach/mentor or resource church planters. When you are ready to advance to the next slide, just click below.

Outline

Access various directories

Access various reports Add new church

planters and ministry leaders

Add a new training event

Use the Search/Filter feature

Use the Communication Tool

Use the Quarterly Reminder

What we want to show you how to:

Log inTo log in, you will need to use the state or associational username & password given to you by your CommunicationSystem administrator or your own username & password so you will have complete access to all of the church planters you are serving. Then click “Log In”.

“My Home”Note the menu that has appeared across the top of the information system. Also note that the “My Home” tab will get you back to this first page when you sign in as a ministry leader.

At the bottom left, you will be able to fill out several online forms on various planters.

“My Home”On the right-side of the page, you will find links to various lists in the system that can help you stay on top of our church planting strategy as well as links to PDF copies of the lists for team meetings.

Let’s click on the Planters tab.

Access various directoriesLet me point out the various directories that are spread throughout the menu.

The first is the Planter Directory of those you are working with (filtered by your name) & their contact info and the second is the Pictorial Directory that will show you which church planters we have pictures of.

- Ministry Leader DirectoryUnder the “Leaders” tab we have the Ministry Leader Directory.Using the Roles filter, you can see who “wears what hats”. Just select a particular role and click Submit.

- Church Plant & Sponsor Church DirectoriesUnder the

“Churches” tab, we have the directory of all the church plants as well as the directory of all the sponsor/ partnering churches.

You might need to click on View the List to see all the church plants you are helping.

That’s all the directories, now let’s take a brief look at the various reports that are built into the communication system.

Access various reportsUnder the “Planters” tab we have a report of the most recent church planter prayer requests. These will be updated when the planter updates his information page.

- Church Plant Start DatesUnder the “Churches” tab we have a report of the official start dates of the church plants and their current status. Having an official start date, helps the state convention and each association count a church plant only once and places it in a specific year.

- Quarterly ReportsUnder the “Reports” tab we have stored all the quarterly reports that church planters have filed online.

Just click on “View the List” to view the reports of a certain year.

- Progress ReportsThe reports are arranged alphabetically according to quarter. Click on any church planter’s name to open their report. You can use the edit button to edit their report if it’s needed.

By clicking on “Progress Report,” you get a progress report that you can edit by clicking on any church planter’s name.

- Summary ReportsTo get an compilation of the reports that have been submitted online, just click on “Summary Report” and select the parameters that will give you the report that you need. Then click on “Report Query”.

- Monthly HighlightsIf you place your cursor over “Monthly Highlights,” a drop down menu of months will appear. Click on a month, and the highlights of that month will appear for each church planter that updated line 90 on their info page. It’s great for finding out what God is doing.

- Training ReportsUnder the “Training” tab, you can find many reports concerning who needs what training, who has been trained and future training events.

Let’s click on “Basic Training Journey”.

- Basic TrainingIn this Basic Training report, those church planters are listed first in alphabetical order and you can see their training status.

Now let’s look at the bottom of the page.

- Basic Training

The communication tool will enable you to quickly send out an e-mailout or a letter mailout painlessly. In just a minute, we will explain how to use it.

- Training ReportNow let’s click on “Attendance Report” to view the trainees of all the recent training events.

- Attendance ListsTo view the registration list of future events, just click on “View the list.”

For trainee lists of past events, click on “View the list” when there are past events displayed.

- Training Event ListIf you need to view or revise the details of an upcoming event, click on “Event List.”

Let’s click on the “Edit” button on the Training event to edit the details of the training event.

- Edit Training EventsYou can view and edit any information concerning the event on this page and then click the “Update” button.

- Other reportsIf you click on “Information Update,” you will see a report giving the last date on which each church planter’s information was updated. The B-Day/ Anniversary report gives everyone’s birthdays and anniversaries.

Add new church planters and facilitatorsLet’s take a

minute to learn how to add a new church planter.

Under the “Planters” tab, click on “Add a New Planter.”

- Church Planter Information

If you do not find the planter in the system, then use the first initial, family name (and a number) of the church planter as their username and password. Then ask the church planter to enter the communication system and change their password to something they can remember.

Before you enter a new planter, you might want to click on the Search page and see if the planter is already in the system.

- CP Info 2If the prospective church planter is currently a pastor in the area and is investigating the possibility of church planting without his congregation’s knowledge, you might want to check “No” and not display his info publicly.

Now let’s scroll down the page.

- CP Info 3Entering a planter is a two step process. First enter the planter’s info and then come back and enter the church plant’s info. We’ll skip the Church Information right now and after we click “Submit,” we’ll come back and click on Add a New Church and fill in the church’s info.

- Administrative InfoIf the new church plant has not been named, please enter unnamed in that field.

If the church plant is in a large city, please indicate the neighborhood too.

If the church’s Target Group, etc. does not appear in the drop down menu, you can add the appropriate designation.

- Admin Info 2Most church planters receiving funding will need to fill in the Long report.

Be sure to fill in the Association and as many ministry leaders as possible.

You may use the Remark box to enter any appropriate info that will help others resourcing this church plant.

- Progress InformationIf you fill in the year, the month is required. If you don’t know the month, just type in 01 for January.

If the church plant is renting from a school/church, please indicate that here.

- Progress Info 2If the church planter submits a quarterly report online, some of these fields will be automatically updated.

This info will appear on the church planter prayer request report if you check the box in front of Add to the Public Prayer List.

- Financial InformationThe “Financial Information” area is to help everyone resourcing a church planter to work as a team enlisting all of the possible part-ners. Please do not indicate the amounts of money that have been committed to this church planter. For that info, contact their mentor/ supervisor.

This next area helps everyone keep track of when a planter’s funding renewal will be coming up next.

- To add a new facilitatorTo add a new ministry leader (anyone who resources church planters), click on “Add a New Ministry Leader.”

If you want to add a planter to the ministry leader directory, just click “List as a Leader.”

- Ministry Leader InformationMany ministry leaders are serving in a variety of roles, so please be sure you check all of the appropriate ones.

DOM = Associational Director of Missions

After you’ve filled in the following information, scroll down to the bottom of the page.

- Ministry Leader Info 2If you resource church planters throughout the state convention, click “All,” but if it’s predominantly in one or just a few of the associations, just click those.

The last two boxes are for you to clarify your ministry.

Add a new training eventNow let’s look at adding a new training event.

Click on “Add a Training Event.”

Add a new training event 2Make sure the training event you are about to enter isn’t already in the list. If it isn’t in the drop down, please add it in the box to the right of the Training Title.

Add a new training event 3In the “Description/ Remark” box, you can give more details concerning the training event.

Be sure to click “Add” to add it to the list of training events.

Use the Search/Filter featureLet’s look at how to use the “Search/Filter” feature of the information system. Let’s click on the drop down.

Find a list of church planters/plantsTo retrieve a list of church planters/ plants/ministers of a particular cate- gory, just find the appropriate selec-tion in one of the drop down menus and click on “Search”.

You can further filter the database by making several selections simultaneously by holding down the Ctrl button & clicking on several categories in the larger boxes before you click Search.

Find a list of church planters/plantsThis feature is particularly helpful if you are working with several different church planters. Select your name from the list of ministry leaders and click on “Search” to bring up a list of church planters where you are listed as one of the ministry leaders.

Let’s click “Search.”

Search results

The results of the search are at the bottom of the page.

Now let’s scroll down to the bottom of the page.

Use the Communication ToolAt the bottom of this page and many of your directories, you will find a “Communication Tool.” First note a listing of those who don’t have email addresses. By clicking “Send Email,” you can quickly compose an email to the selected planters.

Printing Mailing LabelsClick on “Mailing Labels,” to generate mailing labels. Make sure your pop up blocker is off to get a tip on setting your margins before you print. Then just click the print button at the top of your browser to print the labels to your printer. You’ll need Avery labels 5160. If you need to do a mail merge, click on “Export to Excel” to get an excel file.

Use the Quarterly ReminderThe last feature we’d like to show you is the “E-Newsletter” to current and potential planters. This makes it easy to send a quarterly email reminding all the church planters to submit their quarterly report, check the donated items & the resource system. Let’s click it now.

Quarterly Reminder DetailsEnter your email address.

The email addresses of the current & potential planters in the information system have been automatically loaded.

You can edit this email and I’ll show you how to do it next.

Quarterly Reminder Details 2If you are satisfied with the contents of the email, just click “Send” and the email will be sent. Make sure your name is in the recipient list so that you also receive a copy of the email.

If you’d like to edit the email and save those changes for next month, click “Edit…”.

Editing the Quarterly ReminderYou edit the Quarterly Reminder much like you would a Word document. You might want to save a copy of the original text just in case you or someone else changes something.

Let’s scroll down to the bottom of the page.

Saving the Quarterly ReminderWhen you have finished editing the Quarterly Reminder, click “Update & Save.”

Sending the Quarterly ReminderNow you are ready to scroll down and click “Send.”

The End

That’s it! If you have any questions, please feel free to call your communication system administrator

Nicole Kalil at: 904.596.3118 or

For customer support, call Robert at Office: (847) 348-1408 or Cell: (847) 567-0203

or Email: RobertDGoette@gmail.com