2020 USERS GUIDE

Version 03132020

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Section I. First Use

• Starting TT and logging in • Navigation • Help

Section II. Visitor Access Level

• Global Executive Summary Report

Section III. Report Writer Access Level

• Executive Summary Report • Week by Week Comparison Report • CNIC Report • MCI Report • All Commands Report

Section IV. Coordinator Access Level

• How to add\edit\delete Weekly Contributions • How to edit Commands • Contributions by Command Report • Weekly Progress Report • Contacts Report • Lost Patrols Report • Engagement Report (new!) • Commands by FSO Report • FSO by Commands Report

Section V. Director Access Level

• How to Add/Edit/Delete Users • How to Add Prior Year Assistance • How to Add a Command • How to Add/Edit/Delete Users D • Change of Home Port

Section VI. The TT Grid Control

Section VII. Changes of Port

Section VIII. The TT UIC\RUC database

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Section I. First Use

• The Active Duty Fund Drive Tracking Tool (TT) is a web-based application and works within an Internet browser.

• To access TT, visit: https://adfdreporting.azurewebsites.net/ , then enter your login credentials.

• If you do not have login credentials you can self-register, by clicking on ‘register as a new user’.

• Fill in your email, type in a password twice and click register.

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First Use (continued)

• You will receive an email shortly with a link

• Clicking this link will launch a browser take you to the confirmation screen

• Click ‘click here to Log in’

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First Use (continued)

• Enter your email address and password and click on the ‘login’ button. • If you ever forget your password, you can reset it by clicking on ‘forgot

password.’ • For additional training resources, self-paced videos and assistance, click on the

red ‘help button’. • Use the browser back arrow and forward arrows to navigate. • To hide branding, click on the red horizontal bar at the top of the screen. • To zoom in or out, hit ctrl+ or ctrl-. • TT requires an Internet connection and can also be viewed on an IPad or IPhone

and will adapt its appearance for the smaller device. • TT will timeout after 20 minutes of inactivity and will require a re-login. • TT can be run in multiple browsers at the same time. • There are 4 user access levels in TT which will be described in detail

o Visitor o Report Writer o Coordinator o Director

• When you are finished using TT, it is a best practice to log out.

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Section II. Visitor Access Level

• Visitors can view the Global Executive Summary (GES) Report without having to register.

• Hover the mouse over the GES icon and click to view the report.

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Global Executive Summary (GES) Report

• Generates the numbers for all of the Navy and Marine Corps Relief Society FSOs.

• Each heading in the red row can be clicked to sort that particular column (i.e. NMCRS office, Total, etc.).

• The final column will reflect a “Y” to indicate that FSO has finalized their ADFD figures.

• Reports can go back as far as 2016 and be sorted by location. • To export or print the report, click and choose the format you prefer. • To print a report export to PDF, select “Fit to Page” and print from your PDF

viewer. • To go back to the home screen after generating a report, click the back button on

your Internet browser. • When the mouse hovers over any cell, a small bubble will pop up with a

description of the number or the formula used to compute that value.

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Section III. Report Writer Access Level

• There are six (6) additional reports in addition to the GES report. • Reports can be run by clicking on their respective icons or from the menu at the

top of the screen.

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The Executive Summary (ES) Report

• The ES Report essentially displays the same columns as the GES report but for all the Commands at an FSO for a particular year.

• Generates the numbers for all commands that fall under Navy-Marine Corps Relief Society. This report is under Fallon’s designation.

• Each heading in the red row can be clicked to sort that particular column (i.e. Command, Total, etc.).

• The final column will reflect a “Y” to indicate that a particular command has finalized their ADFD figures.

• In this example, the “1”, “2”, and “3” next to each command name are the categories set for this FSO--aviation, shore, and other.

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Custom UIC/RUC Reports Search Screen

• Generates the numbers for specific commands by UIC/RUC • Under “Command Unit Name-UIC/RUC”, enter the UIC/RUC you wish to

generate a report for: o Select the command from the drop-down list if one appears. o You may add more than one UIC/RUC.

• Click “Run Report” to generate the report.

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Custom UIC/RUC Report

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Week by Week Report

• Cumulative week by week contribution comparison going back three (3) years. • Hover over bars to get numerical financial data.

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CNIC Reports

• Custom reports for all CNIC regions throughout the world. • Click on a region on the world map to view a familiar UIC report for all

Commands within that region.

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MCI Reports

• Custom reports for all MCI regions throughout the world. • Click on a region on the world map to view the familiar UIC report for all

Commands within that region.

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All Commands Reports

• The ‘All Commands’ report is a lengthy, 40 plus page report containing all the Commands in the Society.

• The format of this report is identical to the ES, GES, UIC\RUC, CNIC and MCI reports.

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Section IV. Coordinator Access Level

• Coordinators assist Directors in entering weekly contributions for Commands. • There are also 8 additional reports that Coordinators have access to.

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Contributions by Command Report

• This is an alphabetically sorted listing of all transmittals recorded for each Command at any FSO for a specific year.

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Weekly Progress Report

• Weekly fund drive progress (total contributions) at any FSO for a specific year.

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Contacts Report

• View Keypersons and their contact information for all Commands at any FSO for a specific year.

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Lost Patrols Report

• View all Commands not affiliated with an FSO

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Engagement Report (New!)

• This report gives the Coordinator and Director the Command’s participation in the ADFD using two metrics: % Contacted and Reports submitted.

• The Weeks 1-16 display a check mark for that week if a report was received from that Command. This is generated directly from your Contribution entries.

• The % Contacted section indicates the current total % of contacts vs number assigned by command. This is also generated from the entries in the Contribution entries.

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Commands by FSO Report

• This will give all the commands affiliated with a specific FSO/Region.

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FSO by Command Report

• Very useful report to quick determine what FSO is tethered to a Command.

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How to add Weekly Contributions

• From the Home screen, click or tap on the ‘Contributions’ icon.

• Identify the Command you wish and click the ‘Add’ button. • Note that for Week 1 only, you will need to click the ‘Edit’ button since it is

prepopulated.

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How to add Weekly Contributions (continued)

• Enter the values and click ‘Save’

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How to add and Edit Commands

• Coordinators can Add and Edit Commands (only Directors can delete Commands)

• From the home page click on the ‘Commands’ icon

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How to add and Edit Commands (continued)

• Click in the field Command Unit Name UIC/RUC and start typing the UIC/RUC. Each character that is inputted will attempt give you Commands to pick from.

• Once you see the Command, please highlight and select.

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How to add and Edit Commands (continued)

• Now click the ‘UIC/RUC’ field. The UIC/RUC and ‘Command Friendly Name’ fields will both display values.

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How to add and Edit Commands (continued)

• Change the Friendly name if you wish and select either Society (typical) or Regional category. Enter ‘Current Year # Assigned’ Note that ‘Prior Year # Assigned’, ‘Prior Year Contributions’ and Prior Year NMCRS Assistance are read-only and cannot be edited.

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Section V. FSO Director Access Level

• Directors can also Add and Edit Commands • Unlike Coordinators, Directors can Delete Commands • Unlike Coordinators, Directors can edit Prior Year NMCRS Assistance • From the home page click on the ‘Commands’ icon

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How to Add, Delete and Edit Commands

Click ‘Add a Command for 20xx’.

• To manage Commands click on the ‘Commands’ icon,

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How to Add, Delete and Edit Commands (continued)

• Click in the field Command Unit Name UIC/RUC and start typing the UIC/RUC. Each character that is input will attempt to identify the one you are looking for

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How to Add, Delete and Edit Commands (continued)

• Now click the ‘UIC/RUC’ field. The UIC/RUC and ‘Command Friendly Name’ fields will both display values.

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How to Add, Delete and Edit Commands (continued)

• Change the Friendly name if you wish and select either Society (typical) or Regional category. Enter ‘Current Year # Assigned’ Note that ‘Prior Year # Assigned’ and ‘Prior Year Contributions’ are read-only and cannot be edited.

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User Management

• Introduced in the 2019 TT, Directors can manage their users • To Add/Edit/Delete Users, from the Home screen click on the ‘Users’ menu. To

edit or delete a user, click on ‘Edit/Delete Users’

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User Management (continued)

• These are all the users currently assigned to this FSO, in this case Millington, TN. Note that the ‘Role’ column specifies the security level assigned to the user. To change a user, click the ‘Edit’ button

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User Management (continued)

• In the edit screen ‘Friendly Name’ is the name that will appear when a user logs into TT.

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User Management (continued)

• The Office dropdown field contains all FSOs.

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User Management (continued)

• The user role dropdown contains the security level the user will be assigned.

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User Management (continued)

• In the event a user requires a password change, the Director should check the RequestPwdReset and enter the password twice.

• Remember to click ‘Save’!

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User Management (continued)

Adding a new user is a two-step process. First enter the email and password and click ‘Register’. In the next screen select the Office and User Role. Adding a new user does not require you to check RequestPwdReset and enter the password again.

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User Management (continued)

MOST IMPORTANTLY, BE CERTAIN THAT ’CONFIRMED’ IS CHECKED

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Section VI. The TT Grid Control Features

1. Champagne glass filter (searches for specific text in that column)

2. Sortable column

3. Clear filter

4. Page jumper

5. Export to Excel

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TT Grid Features (continued)

• The champagne glass filter is engaged (note the backward slash through the

glass).

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Section VII. Change of Port (COP)

• In certain circumstances a Command may move from one FSO to another. When this occurs, the Directors at each of the sites perform a COP which effectively moves the Command to the new site within TT.

• A source Director initiates a COP and specifies the destination from the Commands screen.

• Select the Command so the row is highlighted.

• Click the ‘Change of Home Port’ button.

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Change of Port (continued)

• Select the destination FSO and click the Save button. • Highlight the Command by clicking on that row then click the Approve button.

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Change of Port (continued)

• Click the ‘Deny Change of Home Port’ button to terminate the COP operation. • Finally the sending FSO, on the next screen clicks the Approve button. • The next time the destination FSO uses the TT the Command will at that site.

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Section VIII. The TT UIC\RUC database

• TT contains nearly 5000 UIC\RUCs. • UICs not present in the database, can be requested to be added through a

helpdesk request..

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• Directors can edit fields with a background color of white