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Granting Access to Users. GM MyReport **Using technology to hasten the return of Jesus**. Open internet browser Type URL Email Address Password. 5. Click configuration (Leave Global Mission for the moment). 6. Click on Users square to the right.
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Granting Access to Users GM MyReport **Using technology to hasten the return of Jesus**
Open internet browser Type URL Email Address Password
5. Click configuration (Leave Global Mission for the moment)
7. Select the next lower organization to be granted access to database 8. Select +New to add a new user (person)
9. Click in area which calls for the new user’s email address
10. Type new user’s email address twice 11. Click “to Validate”
12. Select Role from drop down menu Data Manager – Enter, delete, edit information Supervisor – See all information but cannot do the functions of data manager Visitor – See all information EXCEPT financial data 13. Type new user’s full name 14. Click Accept
Ensure the new user’s role and name is on the User List correctly Use these buttons to Edit or Delete a user
Users of the Canadian Union database. **Test Name** is one I added for this demonstration and will be deleted
An email will automatically be sent to the new user asking them to (17) click on the Validation Link to assign themselves a Password. The new user can (18) download a user guide to familiarize themselves with the database. (19) Only data managers can assign other data managers.
20. Once the new user clicks on the Validation Link, they will be asked to enter a Password of their choosing twice.
Creating Projects GM MyReport **Using technology to hasten the return of Jesus**
Open your browser Type in the URL Enter you Email address (not name as I written) Click Submit
This opens to all the projects entered at the organizational level selected.
7. To create a project, the lowest organizational (as indicated by a back square) must be selected.
9. Fill in all spaces. Yellow boxes are mandatory. Select the Country from the drop down menu. Records ID box is for your own filing system or the old FileMaker ID if continuing a project from FileMaker. Select the Duration of the project from the drop down menu (GM maximum is 5 years). [Continue scrolling down on this page]
9. Example of a filled in form. Click Accept when the entire form is completed. It may also be edited or deleted later. [Scroll down to complete the page]
Enter project description. The list are the points that should be included in your description. Locate the project on the map. Narrow the location as far as you can. [Click Accept in the top right hand corner when completed]
11. When you click accept on the previous screen, this screen will pop up asking you to enter the listed information. The database will direct you to the place to enter this information
12. Fill in the boxes. The yellow boxes are mandatory. The information could be edited or deleted later, if necessary.
This is where you enter the financial information. Funding – Who is contributing what amounts Operations – The plan for spending the money (Budget) and how the money was actually spent (Expense) after one year Report – Report form showing all project information
Who contributes what amounts. The exchange rates cannot be altered. By clicking inside the line of each organization, enter the amounts in either local or US currency. Do not alternate between currencies, use the same one at all times.
16. After clicking inside the box of one organization, you will be asked to click the Edit button
Enter the amount that specific organization will contribute to the project. Use the same currency at all times and enter all amounts in the same month (because the exchange rate floats each month until the project has been voted by the GC. Click Accept
20. The amount entered appears in both currencies even though you entered only one currency.
Enter the financial contributions for each organization. Click the back button after completing each line
23. Next go to the Operations to enter the Budget Expenses for the project.
Fill in the budget data using the same procedure as for the Funding data. Do not fill in the Expense data at this point. The project will have to be finally approved by the GC first.
26. You must click the edit button before you can enter the amounts
Enter the amounts using the same currency at all times Add a brief description explaining the amount show After completing a page, click Accept to save it to the database
30. After accepting (saving) a page, click the back button for the next entry.
Fill in each line as needed. The highlighted line shows the entry you just made
33. After you have complete each line item as needed, ensure that the total equals the total contribution amount in the budget. The funding contribution and budget expenses must equal. 34. Click back
The Fund and Budget are equal. Good work! Expenses will be handled later. Produce a single page report on the project.
Submitting the Project for Approval GM MyReport **Using technology to hasten the return of Jesus**
Select the lowest level where the project will be operating in Click inside the row to open the project
Identify who controls the project Host: the territory where the project will be operated Owner: who created the project Responsible: the level who needs to approve or reject the project 4. Click Options
5. Preparation – working on the project, not yet submitted for approval Send for Review – submitting the completed application for approval Click to submit Return for Editing – rejecting a project or sending it back for editing Click to send project back to owner
Project in Preparation status ready to be submitted to the next higher organization for approval Click Submit for approval
Status changes from Preparation to Authorizing Responsibility changes from Canadian Union to NAD Status shows as in the Authorizing stage
16. Next higher organization now responsible for processing the application
17. The next higher organization will receive a notification that the project is ready for them to act on and will see the project
18. In order for the next higher organization to process the project application, they will have to open it at its lowest level (host conference or mission).
