




         5.1   Organization Processing                     Page 5.1.1
         ============================================================

               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 |
               -----------------------------
               | Bible Class       | Yes   |
               |                   |       |

               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.
         =============================================================
         ORGANIZATION PROCESSING                           Page  5.1.1





         5.1   Organization Processing                     Page  5.1.2
         =============================================================

                     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 pre-
                           selected 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


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         ORGANIZATION PROCESSING                           Page  5.1.2





         5.1   Organization Processing                     Page  5.1.3
         =============================================================

                          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


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         ORGANIZATION PROCESSING                           Page  5.1.3





         5.1   Organization Processing                     Page  5.1.4
         =============================================================

                         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
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         ORGANIZATION PROCESSING                           Page  5.1.4





         5.1   Organization Processing                     Page  5.1.5
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                     - 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                           |
      |     ==================== ===== =========                           |
      |                                                                    |
      |     Bible Class            T     /  /                              |
      |                                                                    |
      ======================================================================
         =============================================================
         ORGANIZATION PROCESSING                           Page  5.1.5





         5.1   Organization Processing                     Page  5.1.6
         =============================================================

                     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".


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         5.1   Organization Processing                     Page  5.1.7
         =============================================================

                           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.



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         ORGANIZATION PROCESSING                           Page  5.1.7





         5.1   Organization Processing                     Page  5.1.8
         =============================================================

                           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.

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         ORGANIZATION PROCESSING                           Page  5.1.8





         5.1   Organization Processing                     Page  5.1.9
         =============================================================

                           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.










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         ORGANIZATION PROCESSING                           Page  5.1.9





         5.1   Organization Processing                     Page 5.1.10
         =============================================================

                        ============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.

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         ORGANIZATION PROCESSING                           Page 5.1.10





         5.1   Organization Processing                     Page 5.1.11
         =============================================================

                              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.
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         ORGANIZATION PROCESSING                           Page 5.1.11





         5.1   Organization Processing                     Page 5.1.12
         =============================================================

                              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

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         ORGANIZATION PROCESSING                           Page 5.1.12





         5.1   Organization Processing                     Page 5.1.13
         =============================================================

                                 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>.

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         ORGANIZATION PROCESSING                           Page 5.1.13





         5.1   Organization Processing                     Page 5.1.14
         =============================================================

                              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]    |
                              =================
         =============================================================
         ORGANIZATION PROCESSING                           Page 5.1.14





         5.1   Organization Processing                     Page 5.1.15
         =============================================================

                              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.









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         5.1   Organization Processing                     Page 5.1.16
         =============================================================

                        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>.




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         ORGANIZATION PROCESSING                           Page 5.1.16





         5.1   Organization Processing                     Page 5.1.17
         ============================================================

                              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.
         =============================================================
         ORGANIZATION PROCESSING                           Page 5.1.17





         5.1   Organization Processing                     Page 5.1.18
         =============================================================

                               - 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.





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         ORGANIZATION PROCESSING                           Page 5.1.18





         5.1   Organization Processing                     Page 5.1.19
         =============================================================

                                 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.

                                         B. Press <Enter> to get to the
                                            "Choices" menu.
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         ORGANIZATION PROCESSING                           Page 5.1.19





         5.1   Organization Processing                     Page 5.1.20
         =============================================================

                                         C. 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.

                                         D. 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.

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         5.1   Organization Processing                     Page 5.1.21
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                          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.








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         5.1   Organization Processing                     Page 5.1.22
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                          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     |
                                =================
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         5.1   Organization Processing                     Page 5.1.23
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                                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.
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         5.1   Organization Processing                     Page 5.1.24
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                                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".









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