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Club Management System (CMS) - Basic Training 1 2 3 5 4 7 6 8 - PowerPoint PPT Presentation

Club Management System (CMS) - Basic Training 1 2 3 5 4 7 6 8 13 9 10 11 12 Club Management System (CMS) Basic Training Notes 1. User Info 5. Events, Treasurer and Ranking _________________________________________________


  1. Club Management System (CMS) - Basic Training 1 2 3 5 4 7 6 8 13 9 10 11 12

  2. Club Management System (CMS) – Basic Training Notes 1. User Info 5. Events, Treasurer and Ranking _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 2. Home & Log off Buttons 6. Activities _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 3. Shortcuts Icon Menu 7. Support _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 4. Members 8. Side Bar Drop‐Down Menu _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________

  3. Club Management System (CMS) – Basic Training Notes 9. Messages for you 13. Secretary Drop‐Down _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 10. Classification of your Club in CMS Additional Notes _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 11. Forum _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 12. Calendar _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________

  4. Club Management System (CMS) - Basic Training 1 2 3 5 4 7 6 8 13 9 10 11 12

  5. YMM YMMS S Tuto utorial rial How to… Ad Add d Ev Events ents to th to the Club Club Calendar Calendar Prin rinta table ble Step tep by S by Step tep Tutor utorial ial can can be be found ound at: t: www.f .floridacon loridaconference nce.com .com/pad padcms cms

  6. CMS/YMMS - How to… ADD EVENTS TO YOUR CALENDAR Florida Conference 2020 - 2021 Pathfinder/Adventurer Club Year Let’s get started! Step 1 Step 2 Step 3 Log into your account at Look on the left hand side Menu Find the Month you wish to add an event in and www.padcms.org Click on Secretary and then Click on the number of the Date. Click on “C121 – Calendar” Step 4 Step 5 (optional) Congratulations! Add all the relevant information. Set an internal reminder for yourself. All INFO IS REQUIRED. Note: A Reminder will be sent ONLY You have added an event to your Calendar. Please be sure to select the correct TYPE of Activity if you chose that option. in order to get credit towards Club of the Year. Please go back and repeat these steps for all The reminder will be sent ONLY your Club Meetings, Local Club Events and to the email you specified. Club of the Year Required Events etc. OR If you wish to print the Calendar in If you wish to Print the Calendar in If you made any mistakes: Calendar view List view Click on the Event Title in your Calendar Then choose Change or Delete . Highlight/select the Month Name with your mouse, (press and hold the left button on your mouse and highlight down) Click on the a button t the top right corner. to the last date of the month you wish to Print. Right Click and Select Print. Scroll down to the bottom of the page. Click Print

  7. YMM YMMS S Tuto utorial rial How to… Ad Add d Clu Club b Member Members Printa rintable ble Step tep by by Step T Step Tutorial utorial can can be be found ound at: t: www.f .floridac loridacon onference nce.com .com/pad padcms cms

  8. CMS/YMMS - How to… ADD MEMBERS TO YOUR CLUB Florida Conference 2020-2021 Pathfinder/Adventurer Club Year Required info before starting Club Staff Children Pathfinder Parents Adventurer Parents  Date of Birth of Parent  Date of Birth of Parent Required info before starting  Date of Birth of Staff  Info from Local Club Registration  Email Address  Email Address Required info before starting Required info before starting  Email Address  If attending local Club/conference  IF attending combined Pathfinder  Background Check Eligibility Date Pathfinder Local Club Reg. sponsored events: Background & Adventurer over night local for all Adults – Click Here for Check Eligibility Date is REQUIRED. club/conference sponsored  Approved Driver Questionnaire example. Adventurer Local Club Reg. events: Background Check  Approved Driver Questionnaire Form if they will be a Volunteer Eligibility Date is REQUIRED.  Approved Driver Questionnaire Form if they will be a Volunteer Note: A Pathfinder Club Staff’s Driver  Emergency Contact Name/Phone Driver child, if in an Adventurer Club must Form if they will be a Volunteer  Emergency Contact Name/Phone be registered under both Clubs Driver  Emergency Contact Name/Phone separately but with the different Click Here for instructions you can If staff has not completed the Role they have in each Club. share with them before they can be training and background check eligible to be registered/attend Click Here for instructions you can please Click Here for instructions as events. share with them before they can be they MUST complete these steps eligible to be registered/attend BEFORE they are allowed to serve in Click Here for example of the date events. your Club/be registered in CMS. needed, for background check. Click Here for example of the date needed, for background check. Step 1 Step 2 Step 3 Step 4 Let’s get started! Log into your account at In the Short Cut Menu go to Fill out ALL the information requested Page will refresh and you can look to www.padcms.org Members and Click on Register using the info gathered as detailed make sure your Club Member above. shows in the list below. Remember to CLICK SAVE. Step 6 Congratulations! You have registered a Member into your Club in CMS! If you want to View the information you just entered Click on the magnifying glass icon If you need to make any Changes to the information you entered Click on this icon

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