4honline enrollment system: tips for 4 h ydp staff · 4honline enrollment system: tips for 4 ‐...
TRANSCRIPT
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4hOnline Enrollment System:Tips for 4‐H YDP StaffWhitney Bell, 4‐H Analyst, State 4‐H Office
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Accessing 4hOnlineEmail Field characters
Resetting Passwords
Failed logins = system lockout
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4hOnline County Manager Home Screen
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4hOnline Home Screen – Enrollment Snapshot defined
Youth Club All youth profiles made Active in 4hOnline. Match ES237 Validate report.
Adult Volunteer
All adult profiles made Active and marked ‘Yes’ to Volunteer question. Should match ES237 Validate report.
Youth Volunteer
All youth profiles made Active and marked ‘Yes’ to Volunteer question.
Group Youth
All unduplicated youth who have been group enrolled. Matches ES237 quick export.
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4hOnline Home Screen – Message and Queued reports
NewMessages
Notifications of county transfers, family profiles transferred, member needs help with enrollment, and reports ready
QueuedReports
Notifications for reports run via the Queue ready for download.
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Project Management
• At least 1 project must be linked to each unit• Project Aliases – updates impact historical records
• Activating last month/day for member project selection
• Project Leader password login
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Project Management
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Group Enrollment
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Reports
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Quick Export Reports
Reports Used in CA Reports Not Used in CA
All versions of ES237 reports listed API Recordbook (Manager & Member)
Group Enrollment by County Club – Files List
ShowWorks – Exhibitors and Clubs
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Quick Reports
Reports Used in CA Reports Not Used in CA
Club – Leaders Allowed Login* All other reports listed in the drop down menu
Club – Project with Aliases List
County – Bad Email List *
Family – Without Members *
Member – Potential Duplicates *
Member – Without Primary Club *
Project – Listing with Aliases
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Features in use/not in use
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Member Notes
• http://4h.ucanr.edu/files/158915.doc
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Newsletters
• http://4h.ucanr.edu/files/212612.docx
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Broadcast Emails
• Uses custom reports• Reaching audiences by topic area• http://4h.ucanr.edu/files/212613.pdf
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Data
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Data > Member Options
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Data > Enrollment Issues
• Any red flags under each category indicate a problem with an enrollment record.
• Must follow up and fix issues before 6/30 annually.
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Resources
• http://4h.ucanr.edu/Resources/StaffResources/4hOnline/
• Project Leader Login• Club leader login• VEC 1 and 2 agreements• Merging duplicate profiles• Rolling back and adult profile to a youth profile• Reports guide
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Questions?
• 4hOnline Request ‐ survey tool for staff to report a problem or ask a question