5.1   Organization Processing
      =======================

      You can manage all activities related to Church organizations, classes,
      and committees from "Organization Processing".

      To begin with "Organization Processing" from the "Groups Menu":

      Press <O> and then <Enter>.

      The first time you select this option the "Organization Processing"
      screen may look like this:

      ===================================================================
      |                          Organization Processing
      ===================================================================
      | Organization Name    | Class  | Meets On
      -------------------------------------------------------------------
      | Bible Class          | Yes    | Sundays
      |                      |        |
      |                      |        |


      As you see, one organization, "Bible Class" has been already filled in
      for you.

      Let us take a look at the options available from the "Options Menu" at
      the bottom of the screen.

      Note: The <F> and <R> options are not available from the "Options Menu"
      on the "Organization Processing" screen.


5.11  Help
      ====

      Notice the <?>-Help option on the left side of your options menu.

      Press the <?> key now and you will see a Help window appear.  It explains
      all the options available to process organizations.  Use the <PgDn> and
      <PgUp> keys to see the next or previous Help screen.

      To exit Help press <Esc> and the Help window will disappear again.

      Note: All options presented in the options menu, except the
      <Enter>-Choices option, will act on all the organizations in the list.
      The choices presented after selecting the <Enter>-Choices option will act
      on the preselected organization only.


5.12  Add New Organizations
      =====================

      Adding a new organization is as easy as adding a new family.

      To add an organization follow these steps:

      A. At the "Organization Processing" screen press <A> and the "Create a
         New Organization" screen will appear.  Here you enter all the
         information for the new organization to be added.

      B. Fill in all the blanks.  Begin with the first blank where the cursor
         appears and fill in the required information.

         - Organization Name:  Fill in the name for the new organization (up to
           20 characters long). Duplicate names for organizations cannot be
           used.

           Press <Enter> or <Tab> to move to the next blank.


         - Class:  Here you indicate if this organization holds classes.

           Press <Y> if there are classes, otherwise press <N>.


         - Start Date: Here you type in the date when this Organization first
           begun its activities, or.

           a) press <F2> to pop up the calendar,

           b) select the appropriate date with the cursor and <PgUp> and <PgDn>
              keys,

           c) press <Enter> to fill in the selected date, and

           d) press <Enter> to confirm that selection.



         - Title.  Here you type in the title for the officials of this
           organization, or

           a) press <F2> to display the "Title" window,

              =====Select Title=======
              | Leader               |
              | Assistant Leader     |
              | President            |
              | Vice President       |
              | Secretary            |
              | Treasurer            |
              | Instructor           |
              | Alternate Instructor |
              | Coordinator          |
              | Driver               |
              | Alternate Driver     |
              | None of the above    |
              ========================

           b) select the appropriate title with the cursor keys,

           c) press <Enter> to fill in the selected title, and

           d) press <Enter> to confirm that selection.



         - Member.  Here you type in the name for the member holding that
           office in the organization, or

           a) press <F2> to display the "Pick a Member" window,

           b) select the appropriate member for that office,

           c) press <Enter> to fill in the selected member, and

           d) press <Enter> to confirm that selection.

         The cursor will now move on to the Title blank, and you may fill in as
         many titles and members as long as there are empty blanks available.


      C. Press <PgDn> when you completed filling in the last blank.  All the
         information is saved and the newly added organization will show on
         the "Organization Processing" screen in alphabetical order.

         To add more organizations now repeat steps A through C.  If you are
         not sure if you already entered an organization into CMS don't worry.
         CMS will warn you and not let you fill in a name that is already in
         use by another organization.



5.13  Reports on Organizations
      ========================

      Here you get all the information in CMS about organizations. You can view
      these reports on the screen, or send them to the printer, or write them
      to a file.

      Press <R> to go to the "Reports Definition Table".

      You now can choose these options:

      - Organization List

      - Rosters for all Organizations

      - Rosters for all Classes

      - Rosters for Selected Organizations


5.131 Organization List
      =================

      Select this option to see a complete list of all organizations. All
      report output can be viewed on the screen, sent to the printer, or
      written out to a file.

      To generate an "Organization List":

      A. At the organization "Reports Definition Table" screen, use your
         cursor keys to select "Organization List".

      B. Press <Enter> and a "Choices" menu will appear.

      C. Make your selection and follow the instructions on the screen to
         generate the report. See the Appendix, Chapter 10.2 "Generate
         Standard Reports in CMS" for more details.

      D. When this report has been generated you will be returned to the
         "Reports Definition Table".

         See the sample report on the next page:

      ======================================================================
      |                                                                    |
      |   Page No. 1                                                       |
      |   04/10/91 10:31:34                                                |
      |                                                                    |
      |                    Your Church Name will appear here               |
      |                            1234 Church Lane                        |
      |                          AnyTown, State  00000                     |
      |                                                                    |
      |     ORGANIZATION NAME    CLASS STARTDATE DAILY/SUNDAY              |
      |     ==================== ===== ========= ============              |
      |                                                                    |
      |     Bible Class            T     /  /    D                         |
      |                                                                    |
      |                                                                    |
      |                                                                    |
      |                                                                    |
      |                                                                    |
      |                                                                    |
      ======================================================================


5.132 Rosters for all Organizations
      =============================

      Select this option to generate rosters of all organizations. All report
      output can be viewed on the screen, sent to the printer, or written out
      to a file.

      To generate rosters for all organizations:

      A. At the organization "Reports Definition Table" screen, use your
         cursor keys to select "Rosters for all Organizations".

      B. Press <Enter> and a "Choices" menu will appear.

      C. Make your output selection, and press <Enter>. See the Appendix,
         Chapter 10.2 "Generate Standard Reports in CMS" for more details.

         A "Pick a Date" window will appear.

      D. Select the date and press <Enter>.

      E. When this report has been generated you will be returned to the
         "Reports Definition Table".


5.133 Rosters for all Classes
      =======================

      Select this option to generate rosters of all classes. All report output
      can be viewed on the screen, sent to the printer, or written out to a
      file.

      To generate rosters for all classes:

      A. At the organization "Reports Definition Table" screen, use your
         cursor keys to select "Rosters for all Classes".

      B. Press <Enter> and a "Choices" menu will appear.

      C. Make your output selection, and press <Enter>. See the Appendix,
         Chapter 10.2 "Generate Standard Reports in CMS" for more details.

         A "Pick a Date" window will appear.

      D. Select the date and press <Enter>.

      E. When this report has been generated you will be returned to the
         "Reports Definition Table".



5.134 Rosters for Selected Organizations
      ==================================

      Select this option to generate rosters for selected organizations. All
      report output can be viewed on the screen, sent to the printer, or
      written out to a file.

      To generate rosters for selected organizations:

      A. At the organization "Reports Definition Table" screen, use your
         cursor keys to select "Rosters for Selected Organizations".

      B. Press <Enter> and a "Choices" menu will appear.

      C. Make your output selection, and press <Enter>. See the Appendix,
         Chapter 10.2 "Generate Standard Reports in CMS" for more details.

         A "Pick a Date" window will appear.

      D. Select the date and press <Enter>.

         The "Organization" tag window will appear.

      E. Use your cursor keys to select the desired organizations, and press
         the <Space-Bar> on each one that you would like to appear in your
         report.

      F. Press <Enter> when done with tagging organizations.

      G. When this report has been generated you will be returned to the
         "Reports Definition Table".



5.135 Attendance Statistics All Organizations and Classes
      ===================================================

      Select this option to generate attendance statistics for selected
      organizations or classes. All report output can be viewed on the screen,
      sent to the printer, or written out to a file.

      To generate attendance statistics for all classes and organizations:

      A. At the organization "Reports Definition Table" screen, use your
         cursor keys to select "Attendance Statistics".

      B. Press <Enter> and a "Choices" menu will appear.

      C. Make your output selection, and press <Enter>. See the Appendix,
         Chapter 10.2 "Generate Standard Reports in CMS" for more details.

         A "Pick a Date" window will appear.

      D. Select the date and press <Enter>.

         The "Organization" tag window will appear.

      E. Use your cursor keys to select the desired organizations, and press
         the <Space-Bar> on each one that you would like to appear in your
         report.

      F. Press <Enter> when done with tagging organizations.

      G. When this report has been generated you will be returned to the
         "Reports Definition Table".



5.14  Organization Specific Choices
      =============================

      While the options presented in the options menu affect the list of
      organizations as a whole, it is possible to work with individual
      organizations by choosing the <Enter>-Choices option.

      To see what options are available to work with an individual organization:

      A. Move your cursor to the organization you want to work with on the
         "Organization Processing" screen.

      B. Press <Enter> from the "Organization Processing" options menu and the
         "Choices" menu will appear.

         ============Choices============
         | Edit Organization           |
         | Delete Organization         |
         | View Member List            |
         | Quick Attendance Update     |
         | Edit Attendance Data        |
         | View Labels                 |
         | Print Labels                |
         | Write Labels to File        |
         | Generate Merge File         |
         | Print Attendance Roster     |
         | Transfer Members            |
         |                             |
         ===============================

      C. To exit the "Choices" menu again press <Esc>.



5.141 Edit an existing Organization
      =============================

      Choose "Edit Organization" if you want to make changes to the information
      about an organization or if you made mistakes when you added that
      organization to the organization list.

      To change an organization's information:

      A. At the "Organization Processing" screen move your cursor to the
         organization who's information you want to change.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <E> to select "Edit Organization", and press <Enter>.

         The "Edit <name of> Organization" screen will appear and the cursor
         will be positioned at the "Organization Name" blank.

      D. Use the <Up> and <Dn> cursor keys, or the <Tab> and <Shift><Tab> keys
         to move the cursor to the blank where you want to make changes or add
         new information.

      E. Type in the new information where you want it to appear in that blank.
         When you are done with that blank move the cursor to the next blank
         you want to change.

      F. Press <PgDn> when you are done with all the changes to this
         organization.

      You will be returned to the Organization Processing screen and the
      changed information will appear there.

      Note: To see a full description of all the fields you can edit at the
      "Edit <name of> Organization" screen refer to the chapter 5.12 "Add New
      Organizations".



5.142 Remove an Organization with all its members
      ===========================================

      Just as organizations can be added to the organization list they also can
      be removed.  For example, you discovered after you entered an
      organization, that you created a duplicate entry. Or an organization
      ceased operation and you want to remove its name from your CMS program.

      To delete an organization with all its members:

      A. At the "Organization Processing" screen move your cursor to the
         organization you want to remove.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <D> to select "Delete Organization", and press <Enter>.

         To prevent you from inadvertently making a mistake and remove the
         wrong organization a window will be displayed:

        ========================================================
        | Deleting "Organization" will cause all members to be |
        |       removed from this organization. OK? [y/N]      |
        ========================================================

      D. Press <Y> to confirm the deletion of this organization and all its
         members,

         or

         Press <N> if you don't want to remove the selected organization at
         this time.

         If you pressed <N> you will be returned to the "Organization
         Processing" screen and no deletions will have been made.

      E. If you pressed <Y> to confirm the deletion another window will be
         displayed(in our example we use the Bible Class Organization):

         ===============================================================
         |   About to remove "Bible Class" from the system, and        |
         | remove all members from the organization.  Still OK? [y/N]  |
         ===============================================================

         This is your last chance to change your mind.

      F. Press <Y> to confirm the deletion of this Organization and all its
         members,

         or

         Press <N> if you don't want to remove the selected organization at
         this time.


      G. You will be returned to the  Processing screen and if you confirmed
         the removal of that organization its information will have disappeared
         from the "Organization Processing" screen.



5.143 View an Organization's Member List
      ==================================

      Here is a quick way to take a look at all the members of an organization.

      To view members of an organization:

      A. At the "Organization Processing" screen move your cursor to the
         organization whose members you want to view.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <V> to select "View Member List", and press <Enter>.

         If no members for this organization can be found you will be returned
         to the "Organization Processing" screen.

      D. If a list of members for this organization is found a window will
         appear with a list of all the members.  Use the <Up> and <Down> cursor
         keys to move from name to name, or type the first letter of the
         member's last name you want to locate.

      E. After viewing the member list press <Esc>.

         The "Members of <organization>" window will disappear and you will be
         returned to the "Organization Processing" screen.



5.144 Quick Class Attendance Update for All Members
      =============================================

      Some organizations hold classes (see chapter 5.12 "Add New Organizations,
      paragraph B).  Classes are held on Sundays. This option provides a fast
      and easy way to update your attendance records of all members for a
      particular class.


      A. At the "Organization Processing" screen move your cursor to the
      organization where you want to update the class attendance records.


      B. Press <Enter> to get to the "Choices" menu.

      C. Press <Q> to select "Quick Attendance Update", and press <Enter>.

         A pickwindow will be displayed with all possible valid Sunday class
         dates, and the last valid Sunday will be highlighted. See sample
         screen below.

         == Pick a Date ==
         |  02/17/91     |
         |  02/24/91     |
         |  03/03/91     |
         |  03/10/91     |
         |  03/17/91     |
         |  03/24/91     |
         |  03/31/91     |
         | [04/07/91]    |
         |               |
         |               |
         =================


      D. Use the <Up> and <Down> cursor keys to select the desired date for
         which you want to update the class attendance records, and press
         <Enter>.

         An instruction screen and a list of all class members will be
         displayed. See sample screen display below:

         -------------------------Instructions------------------------
         |To tag or un-tag a member as present on the specified date,|
         |move the highlight bar to the member and press <Space>.    |
         |   When all members have been tagged press <Enter>         |
         |                (Press <Esc> to abort)                     |
         -------------------------------------------------------------
                     |Tag Members Present on 04/07/91|
                     |                               |
                     |  Bill Doe                     |
                     |  John Doe                     |
                     |  Hank Donald                  |
                     |                               |
                     |                               |
                     |                               |
                     ---------------------------------


      E. Use the <Up> and <Down> cursor keys and the <SpaceBar> to locate and
         tag all members who attended this particular class, and press <Enter>
         when done.

      The attendance records for the specified members will now be updated, and
      you will be returned to the "Organization Processing" screen.



5.145 Detailed Class Attendance Update for One Member - Edit Attendance Data
      ======================================================================

      In this chapter you find out about the detailed update of a member's
      attendance record for a specific class.  The previous chapter showed how
      to quickly update attendance records for ALL members of a class for a
      specific date. Here in this chapter, you learn about updating ONE
      member's attendance record over a whole period.

      A. At the "Organization Processing" screen move your cursor to the
         organization where you want to update the class attendance records.


      B. Press <Enter> to get to the "Choices" menu.

      C. Select "Edit Attendance Update", and press <Enter>.

         A pickwindow will be displayed with all members of this class.  See
         sample screen below.

         ---------- Select Member of Class ----------
         |                                          |
         |  Joe Doe                                 |
         |  John Doe                                |
         |  Joe Donald                              |
         |                                          |
         |                                          |
         --------------------------------------------


      D. Use the <Up> and <Down> cursor keys to select the member whose
         attendance record you wish to update, and press <Enter>.

         The "Edit Attendance Record" screen for this member will be displayed.
         Here you change or add all the attendance information for the selected
         class and member.

         If you don't want to proceed now or while you change the attendance
         information you may just press <Esc> to return to the "Organization
         Processing" menu. Any new information already typed in on this screen
         will be lost and the previous information will be restored.

         On the lower part of the screen all months for the current year are
         being displayed in columns by quarter:

            Jan . . . .     Apr . . . .     Jul . . . .    Oct . . . .
            Feb . . . .     May . . . .     Aug . . . .    Nov . . . .
            Mar . . . . .   Jun . . . . .   Sep . . . .    Dec . . . . .

         After each month there are four or five blanks, one for each Sunday in
         that month.  Each blank can be filled in with one of three possible
         symbols:


         '.' = Vacant Sunday. The member's presence at or absence from this
               class has not been specified for that Sunday.

         'A' = Absent. Member was absent from this class on that Sunday.

         'P' = Present. Member was present at this class on that Sunday.


         IMPORTANT:

         - To quickly identify a particular date notice the display of the
           "Date at cursor: 00/00/00". This date will be updated, as you move
           from blank to blank.

         - All Sundays start out as vacant '.'and remain this way until you
           assigned them either as "Absent" or "Present".

         - Sundays that lie in the future cannot be filled in.


         To change the attendance status for any Sunday:

         - Use the <Left> and <Right> cursor keys to move to the desired Sunday.

         - Press 'A' to mark this Sunday as a day where the member was absent
           from class.

           or

         - Press 'P' if the member was present at class on that Sunday.

         - Repeat the above steps to update other Sundays and press <PgDn> to
           make these changes permanent. Or press <Esc> to abandon the changes.
           You will be returned to the "Organization Processing" screen.



5.146  Mailing Labels for all Members of an Organization
       ======================================================

       When you want to send letters or statements to all the members of a
       particular organization this choice lets you generate the necessary
       mailing labels. You can view the labels on the screen, write them to a
       file or print them on your printer.


5.1461 View Mailing Labels for all Members of an Organization
       ======================================================

       To view the mailing labels for members of an organization:

       A. At the "Organization Processing" screen move your cursor to the
          organization for whose members you want to generate labels.

       B. Press <Enter> to get to the "Choices" menu.

       C. Select "View Labels", press <Enter>, and follow the instructions
          on the screen.  See Appendix 10.3, chapter "Viewing Mailing
          Label(s) in CMS" for more details.

       D. Press <Esc> when you are done, and you will be returned to the
          "Organization Processing" screen.



5.1462 Print Mailing Labels for all Members of an Organization
       =======================================================

       To print the mailing labels for members of an organization:

       A. At the "Organization Processing" screen move your cursor to the
          organization for whose members you want to generate labels.

       C. Press <Enter> to get to the "Choices" menu.

       D. Select "Print Labels", press <Enter>, and follow the instructions
          on the screen.  See Appendix 10.4, chapter "Printing Mailing Label(s)
          in CMS" for more details.

       E. Once the labels have been generated you will be returned to the
          "Organization Processing" screen.



5.1463 Write Mailing Labels for all Members of an Organization to a File
       =================================================================

       To write the mailing labels for members of an organization to a file:

       A. At the "Organization Processing" screen move your cursor to the
          organization whose members you want to mail to.

       B. Press <Enter> to get to the "Choices" menu.

       C. Select "Write Labels to a File", press <Enter>, and follow the
          instructions on the screen.  See Appendix 10.5, chapter "Writing
          Mailing Label(s) to a File in CMS" for more details.

       D. Once the labels have been generated you will be returned to the
          "Organization Processing" screen.



5.147 Generate Merge File
      ===================

      Sometimes you may want to share the information in CMS with other
      software packages (e.g. for word processing, mail merge, statistical
      reporting). CMS lets you create "Merge Records" that you can later
      import into your other application software.  For technical information
      on the structure of the merge record refer to the Appendix, chapter 10.7
      "Merge Record Structure - Technical Information".


      To generate merge records for this Organization:

      A. At the "Organization Processing" screen move your cursor to the
         organization for which you want to generate merge records.

      B. Press <Enter> to get to the "Choices" menu.

      C. Select "Generate Merge File", press <Enter>, and follow the
         instructions on the screen.  See Appendix 10.6, chapter "Generate
         Merge Record(s) in CMS" for more details.

      D. Once the merge records have been generated you will be returned to the
         "Organization Processing" screen.



5.148 Generate Organization Specific Attendance Roster
      ================================================

      Here you can generate attendance rosters for an organization or class.
      You can view these reports on the screen, or send them to the printer or
      a file.

      To generate an attendance roster for one class or organization:

      A. Use your cursor keys to select the organization for which you want to
         generate the attendance roster from the "Organization Processing"
         screen.

      B. Press <Enter> to display the "Choices Menu".

      C. Select "Print Attendance Roster", and press <Enter>.

         A pickwindow will be displayed with all possible valid attendance
         dates (Sundays).  The last Sunday prior to the current date will be
         highlighted. See sample screen below (assuming a current date of
         04/10/91).

         == Pick a Date ==
         |  02/17/91     |
         |  02/24/91     |
         |  03/03/91     |
         |  03/10/91     |
         |  03/17/91     |
         |  03/24/91     |
         |  03/31/91     |
         | [04/07/91]    |
         |  04/14/91     |
         |  04/21/91     |
         |  04/28/91     |
         |  05/05/91     |
         |  05/12/91     |
         |  05/19/91     |
         =================


      D. Use the <Up> and <Down> cursor keys to select the desired date for
         which you want to print out an attendance roster, and press <Enter>.


      E. When the "Report Output" window is displayed make your selection.
         For more details on report generation refer to Appendix 10.2, chapter
         "Generating Standard Reports in CMS".


5.149 Transfer a Member to Another Organization or Class
      ==================================================

      You may have a member listed as belonging to one organization or class,
      but now you would like him or her to belong to another one.  For example
      several members attended and graduated from Bible Class Level 3 and are
      now to attend Level 4. You may transfer members from one class or
      organization to another within CMS.

      To transfer a member to another class or organization:

      A. At the "Member Processing" screen move your cursor to the member you
         want to move to another class or organization, or use the "Find"
         option to locate that member on the screen.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <T> to select "Transfer Member" and press <Enter>. A list of
         attender names to choose from will be displayed.

      D. To tag a member for transfer, move the highlight bar to the member and
         press the <Space-Bar>. To untag press the <Space-Bar> again.

      E. After tagging all members you want to transfer, press <Enter>.

         A destination list of classes or organizations will appear.

      F. Select the desired organization with your cursor keys and press
         <Enter>.

         All previously tagged members will now be transferred to the new
         organization.

      You will be returned to the "Organization Processing" screen.

5.14x Exit the Organization's Choices Menu
      ====================================

      To exit the choices menu:

      Press the <Esc> key, and the choice menu will disappear.



5.15  Exit Organization Processing
      ============================

      Press <Esc> to return to the "Group Menu", and again to return to the
      "Main Menu".

