Quick Tips










Vision Computer Programming Services, Inc.
Better Software...Better Price!


MEMBER TRACKING SYSTEM
QUICK TIPS

Please click on the link in the left column to view and print these pages.  You’ll find these step-by-steps easy to use and helpful for any new staff members learning the Member Tracking System.


NEW means that a new Quick Tip has been recently added

 

Click here for new 30 minute recorded webinars on a variety of Member Tracking System topics

 

Document Title

Description

Activity / General Attendance Setup Setup Activities including General Attendance for Quick Entry scanning
Advance to Next School Grade Advance Members from one school grade to the next annually
Authorized to Pickup Members Choose and record who is picking up your members
Auto-Billing Members Create billing scenarios to easily bill large groups of members on a regular basis
Backup Member Tracking System Backup data onto a flash drive or CD
Backup Organization Information at Admin Office - Import at Sites Backup the Organization Information/Standards at your admin site and import at each of your satellite sites
Backup data at site - Import at admin office Backup the data at a satellite site and import into admin office master file
Bar Code Font & Scanner Setup Install the bar code font and scanner to use the Quick Entry section for scanning
Billing Members Bill Members for Attendance or specific programs
Compact & Repair Data & Standards Data cleanup tool
Custom Fields Add Custom fields and build custom reports
Custom Member List How to customize Member List reports
Duplicate Members - Avoiding How to avoid entering duplicate members in the program
Duplicate Members - Cleanup How to cleanup duplicate members in the database
Duplicate Members - Report How to pull a duplicate members report
NEW Enrollment Examples View various enrollment examples for members
Entering Members How to Enter new Members in the program
Edit Data How to edit incorrect data
Find and Fix Missing Data How to find and fix missing data
First Time Set-up How to install as a new program
Groups Create and use Groups efficiently
NEW Guidance and Accidents Create Guidance and Accident records and reports
Households and People How to consolidate households and people
ID Cards and Certificates Use the layout editor to build custom ID Cards
Installing Member Tracking on a Server Install Member Tracking on a server and workstations on a network
Installing Member Tracking on a Single Workstation Install Member Tracking on an individual workstation
Other Youth Served How to track Other Youth Served
Picture Taking for Members and Staff Easily take and store pictures for use on ID Cards and Attendance Scanning
Picture Taking with Web Camera Easily take and store pictures for use on ID Cards and Attendance Scanning
Quick Entry How to use the Quick Entry feature
Re-Assign Membership Numbers Allows the user to renumber the members in the program
Re-enrolling Members Re-enroll your members for a new year
Reports Build hundreds of reports
NEW Report - Activity Reports Review activity participation by your members
NEW Report - Activities Attended in 1 Week Displays all chosen activities that members have participated in for a 1 week (5, 6 or 7 day) period
Report - Age, Ethnicity, Gender Review demographic information
NEW Report - Annual Payment Summary Display payments for a year for easy tax reporting
Annual Report - 2008 How to pull the 2008 BGCA Annual Report
Annual Report - 2009 How to pull the 2009 BGCA Annual Report
Report - Attendance Frequency Reports Display members frequency of attendance in a chosen time period
Report - Average Daily Attendance Display average attendance for any chosen period of time
Report - Birthdays Report Print a birthday list or certificates for chosen members
NEW Report - Custom Staff/Volunteer List Create unlimited Custom Staff/Volunteer lists
Report - Custom Statistics Summary Create your own custom statistics reports with a variety of fields with counts or percentages or both
Report - Expiration List Print a list of members who have expired and enlist a volunteer to call them to keep your enrollment numbers up
Report - Medical Information Print a list of members that have medical issues or take medication
Report - Multi-Column Days in Attendance Display attendance counts for up to 8 time frames and activities
Scheduled Maintenance Activities Perform these maintenance items to keep your data in good condition
School vs. Summer Enrollment Enrollment practices for school year vs summer
Staff and Volunteer Scanning Track attendance and print time sheets for staff and volunteers
NEW Staff Hours to Grants Track staff hours and allocation time to specific grants
NEW Surveys / Outcome Measurement Create surveys and track outcome measurement for your members
Thumb Drive Thumb drive data transfer
Universal Selection Engine How to use the Universal Selection Engine to filter the members that will be displayed on your screens and reports
Update Age Groups Update Age Groups for members who have had birthdays
Upgrading Member Tracking from our website Download and install the latest enhancements
Users and Security Information on users and security

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.