Quick Tips










Vision Computer Programming Services, Inc.
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QUICK TIPS
 School Year vs Summer Enrollment

Enrollment for members can be different depending on the time of year.

Reports need to be pulled for School year and Summer time and there a couple of ways this information can be tracking in the Member Tracking System.

Example 1:
Members Enrollment dates span a whole year.

  1. On the main Members tab of the Members form the Entry date and Expiration date span a whole year.

  2. Members who attend during the summer can be placed in a Group named Summer 2009.

  3. From the Main Menu click on Groups.

  4. Click on Add Group and type in the name Summer 2009.

  5. Add the members from the Eligible to Join side (right) to the Group Members (left) by clicking on their name and click the green arrow or double click on the name.  NOTE: you can select multiple members in the Eligible to Join box by clicking on the first person then hold down the CTRL key and click on additional names then click on the green arrow.

  6. Once the members are in the new Group any reports can be pulled by that Group.

  7. Each year you will create a new Group named Summer 2009, Summer 2010 etc.
     

Example 2:
Each Member has Enrollment dates that span the school year and new Enrollment dates that span the summer.

  1. On the main Members form the Entry and Expiration date will change for each time period.

  2. As each member enrolls for your summer program you will click on the View/Update Enrollment History.

  3. Fill in a new Entry Date and Expiration date and Membership Type of Summer.

  4. Then when summer is over and your members re-enroll for the school year you will fill in a new Entry & Expiration date for Membership Type of School Year Only or Regular.

  5. All reports can be pulled by Entry Date and Expiration Date and Membership Type.

Each Organization keeps track of Summer and School Year enrollment in a different way.  Try each of the examples and see what works best for you.

 

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

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