QUICK TIPS
First Time Member Tracking System Setup

1. Click on Start

2. Click on Programs

3. Click on Member Tracking System 7

4. Mouse over Member Tracking System 7

5. Right click on the 2nd Member Tracking System 7

6. Choose Send to, Desktop, Create Shortcut

7. Double click on the new Icon on the desktop

8. Click Continue on the Welcome to Member Tracking System screen

9. Enter the Unlock Code (must be obtained from Vision)

10. Enter the Site umber (must be obtained from Vision)

11. Enter the Site Location (must be obtained from Vision)

12. Click on the Continue button.

13. Read the Help information and fill in the Unit Code, Unit Name, Director, Address, Phones, etc.  NOTE: You can add multiple Units here if they are all going to be kept track of at the main location.  If not, then each Unit will enter their own information.

14. Click on Continue when you are compete with the Unit Information.

15. The Unit will be added and you will be sent to the linking screen to link to the data file.

16. Click OK

17. On the Link Utility screen, click on the Link button, you will see tables being linked at the bottom of the form.

18. Then you will get a message that Relinking of Data is complete.

19. Click OK

20. Click Exit.

21. Open the program again.

22. Click on the User dropdown and choose System.

23. Type in the Unlock Code in the Password box (Same as step 6)

24. Click on the Continue button

25. Click OK at the Weekly reminder to Backup your data files.

26. Click OK at the Monthly reminder to Compact/Repair your data files.

27. If you are within 5 days of the end of a month, you will get a notification about scheduling activities, click No.

28. On the Main Menu, click on Users

29. Click on Add User on the bottom left.

30. Fill in your own User Name, First and Last Name.

31. Use the dropdown to put in your default unit.

32. Create your Password and click the Add button.

33. Click on the Security tab on the top of the window.

34. Click on the Copy Security Settings button on the bottom.

35. Click on the Copy Security Setting from User: dropdown and choose System.

36. Click Copy button.  NOTE: This will copy ALL Permissions from User System to your User name.  For additional units, delete all the checks from add/edit and delete (General to Religions & Customizable Fields to Pay Periods).

37. Close out of Users to the Main Menu.

38. Click on Change User.

39. Enter your own User Name and Password.

40. For MULTI-UNIT sites, import the Organization Information from the main office.

41. Click on the Organization Information button

42. Read the information on this screen and type in your name that you understand it.  If you are an additional unit, SKIP numbers 32 & 34.

43. Fill in your Organization Name, Address, etc. including the Full Day Hours which are the number of Hours it would take in your club when scanning in and out to make a full day.

44. Click on the Defaults tab fill in the Station Defaults for attendance, unit and area codes.

45. Click on each of the tabs on the Organization Information screen and fill in the information to fit your organizations needs. 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.