Instructions for the first time user:

 

The start screen includes three buttons:

Personal Information

Sign-In

Make a donation

 

It looks like this:

You will need to start with the button labeled “Personal Information”. Click it with your mouse. This takes you to a screen where you can enter your information in order to acquire an ID number that you will use to access your information, sign in, and make donations.

 

This screen looks like :

 

For right now, enter in your information and press “Enter”. You should see a screen that looks like this:

If you see any other message, you should enter your information again, correctly. You must enter your first and last name. Your ID number will pop up like this:

 

You need to write down the ID number for future use.

You can now use the reports menus and sign in.

 

Click on the House labeled “Start” in the upper left corner to get back to the start screen.

Click on the “Sign In” button if you are here to volunteer.

It should look like this:

Enter your ID number in the spot marked ID number. Press “Calculate Hours Worked” to determine the number of hours you have worked. Press “Enter” when you are finished.  You should see this screen again:

The screen will clear, and your information will be entered.

 

Click the “Make a Donation” button to make a donation.

The screen should look like this:

Enter in your ID number, the date, and your amount donated. Press “Enter”. Your information will be entered, the record added message will appear, and the screen will clear.

 

If you would like to access records in order to total all your hours or add up all your donations, use the “Reports” menu at the top of the contacts, sign-in, and donations screens. Enter your user ID and press the button for your information.

The screen should look like this when you’re finished:

You can print the information if a printer is available or save the information to a disk or flash drive.

 

To save the information:

To select all the information on a grid, click anywhere on the grid and press CTRL & A at the same time. The entire grid should turn green. Then press CTRL & C at the same time to copy the information. Next, click a spot on the white box, press CTRL & V to copy the information into the box. The screen should look like this:

Select the “Save” option from the “File” menu. Show me where you would like to save the file. Finally, click on the save button and give your file a name. It should be saved in the area you specified.

 

To Print the Information:

Click the Print Button.

 

To View Reports and Access All of Your Records:

At the top of the screen, click on the menu item labeled “Reports”. Choose the report you would like to view, and click it. Enter your ID or last name to view all your information.