Organizing Troop Paperwork/ G-Scoutmate

Transcription

Organizing Troop Paperwork/
G-Scoutmate
Girl Scouts of the
Huron Valley Council
Winter Training Fair
January 28, 2006
Haran C. Rashes
Presenter
Organizing Troop Paperwork/G-Scoutmate
Slide 1
Confessions of a Troop Leader
• Haran C. Rashes
– Leader
Brownie Girl Scout Troop 205
– Trainer GSHVC
– Wife Laurie is Leader of Junior
Troop 860 and Junior TSD in
Ann Arbor-C (she bought and
also uses the software).
“Until my wife found
G-Scoutmate for me, my
Girl Scout paper work was a
mess and all over the house”
Slide 2
Paperwork Progression
• First Grade
– Mostly on Paper
– Created lots of forms
• Second Grade
– All forms created and
kept on computer
– Excel and Word
• Third Grade
– G-Scoutmate
Slide 3
What is G-Scoutmate
• Girl Scout Record
Keeping Software;
• Released in 1992;
• Latest version is 6.0;
• Requires Windows 95 or higher;
• Requires 70 MB of hard
drive space;
• Tracks every type of troop/group
from Daisies through 11-17, including Studio2B;
• Includes financial, money-earning activity,
inventory, library and other sections; and,
• The only GSUSA licensed vendor that sells recordkeeping software for Girl Scouts!
Slide 4
Objectives of this Course
This course features an overview of G-Scoutmate.
While we will learn some of its features,
this is not a hands-on workshop. The best way
to learn to use G-Scoutmate is to use it!
Slide 5
Installation of G-Scoutmate
Installs just like any other Windows Program
When installing G-Scoutmate, remember to choose
G-Scoutmate from the list of KSC Group Products.
If installing for the first time, just follow the prompts.
Slide 6
Getting Started
The first time you launch G-Scoutmate, you will
be asked to identify your troop and type.
You will then be ready to enter information.
Slide 7
The G-Scoutmate Screen
Slide 8
Menus and Toolbar
• Almost every command you will need to use
is located on the Toolbar.
Girl Scout Information – Enter and update a girl’s record.
Adult Information – Enter and update an adult’s record.
Ask G-Scoutmate – Query your records.
Slide 9
Menus and Toolbar - Continued
Event Central – Manage field trips and events.
Reports – Generate reports and rosters.
Calendar Central – Maintain a calendar for your troop(s).
Finances – The troop checkbook.
E-mail – Send e-mail to your scouts or adults.
Slide 10
Money Earning Activities – Track your troop’s fundraisers.
Inventory – Track your troop’s equipment.
Library – Track the books your troop owns.
Notepad – Edit notes to yourself.
Slide 11
Troop Information – Setup information about your troop(s).
Backup/Restore – Backup your database often!
HELP – This one is hopefully self-explanatory.
Slide 12
Modules we will Cover
• In this course we will examine the following:
–
–
–
–
–
–
–
–
Girl Scout Information entry;
Adult Information entry;
Girl Scout Advancements and tracking;
Reports;
Event Central;
Finances;
Using G-Scoutmate with multiple troops; and,
Resources for helping you use G-Scoutmate.
Slide 13
Let’s Get Started
• First enter your Girl Scouts!
– Either Click on the
Girl Scout Information Icon;
– Or, Select “Quick Entry” from
the Girl Scout Records Menu.
Using the full record information allows you to
enter everything at once.
Using the Quick Entry gets the girls in the
system fast, but you usually have to go back
and complete the record.
Slide 14
Quick Entry
• Select Quick Entry
from the Girl
Scouts Record
menu to begin
entering scout
information.
• Click Save when
information for that
girl is completed to
move onto the next
girl.
Slide 15
TIP – Before Entering Information
• The Manage Lists
Feature:
– If you have information
that is the same for
every girl, check out the
Manage Lists feature on
the Utilities Menu. This
way you will not have to
repeatedly type the
same information.
Slide 16
Girl Scout Information Entry
Click on the
Girl Scout
Information
Icon.
The first
name
alphabetically
will show up.
Slide 17
Click on
Add to add
a new
record.
When you
complete the
form, make
sure you hit
Save.
Slide 18
After you
have entered
a girl’s
information,
you can
modify other
attributes of
her record
from the tabs
at the top of
the screen.
Slide 19
You can
enter all of
her relatives.
This will link
the records to
each other.
Slide 20
You can
enter all other
information,
including
emergency
contacts.
Slide 21
You can
modify any
girls’ record
by selecting
her from the
pull down
menu on the
right side of
the screen
and then
clicking on
Modify.
Slide 22
Adult Information Entry
Adult
information is
added the
same way as
Girl Scout
Information.
You can
select any
adult from the
pull down
menu.
Slide 23
Just as the
Girl Scouts
have specific
fields such as
“school,”
there are also
some specific
fields for
adults.
Slide 24
Scout Information Tool Bar
From both a Girl Scout or an Adult’s Information Screen you
can access various sections of their record from the Tool Bar.
Advancements – Brownie Try-it, Junior Interest, etc., badges
and records for Girl Scouts.
Dues – What dues has the Girl Scout or Adult Paid to the
Troop.
Troop
Events – What events or field trips has the Girl Scout or Adult
participated in.
in
Groups and Projects – What groups or projects has the Girl
Scout or Adult participated in.
Slide 25
Scout Information Tool Bar (continued)
Medical Information – Data from the Scout’s Health History
Record (Remember you may still need a paper copy to take on field trips).
Non Dues Money – Record anything besides dues that
someone has paid to the troop.
Paperwork – Record what forms or other paperwork has been
turned in by the girl or adult.
Positions – Record leadership positions: i.e., Leader, CoLeader for adults; Patrol Leader, Troop Officer for girls.
Relatives – Quick entry of relatives.
Registration – Record GSUSA registration information.
Service – Record community service activities and hours.
Slide 26
Scout Information Tool Bar (continued)
Troop History – What other troops or councils has this person
been associated with.
Vehicles – Information from the Council’s Driver and Privately
Owned Vehicle Statements (adults only).
These and additional
information screens are
available from the
Sections pull down menu
on the right side of the
Information Entry Screen.
Slide 27
Information Entry
Using the Icons at
the Top of an
Information Record,
you can add
additional
information such as
health records.
MAKE SURE YOU
SAVE WHEN
COMPLETED!
Slide 28
Other
information
(for both
Scouts and
Adults) may
be added
through the
Sections
menu.
Slide 29
Advancements
Select a girl’s
record.
Click on
Modify.
Click the
Advancements
button to bring
up the
Advancements
screen.
Slide 30
Advancements
Highlight the
Advancement
you want to
work with and
“<<Add ” it to
the list for that
Girl Scout.
Slide 31
Advancements
Highlight the
Advancement
you want to
work with for
that girl in the
list on the
right and click
on See
Requirements
to work with the
Advancement.
Slide 32
Advancements
Fill in the
dates as
elements of
the badge are
earned.
A calendar
can be called
up to assist.
Slide 33
Advancements
Close the list of
badge elements
to save.
When the Scout
has earned the
badge, change
the status to
complete.
You can leave
the badge as
“Unawarded”
until actually
presented to the
scout.
Slide 34
Advancements
Bridging and
other
advancements
work the same
way as Badges.
Slide 35
Advancements
TIP:
Hold your cursor
over a badge
element to get
the full
description of
what to do to
complete that
element.
Slide 36
Reports
From the Main
Screen, you can
get reports on
Girl Scouts’
Advancements.
Select the Report
Button to go to
Reports.
Slide 37
Reports
Select either
one, multiple, or
all of the Girl
Scouts
Click Next
Slide 38
Reports
Select the
Category of the
Report you want
A submenu will
open up
Slide 39
Reports
Here I selected:
Progress Reports°
Try-its °
By Award Name
This brought up an
additional portion of
the screen to
complete to select
my report format
Slide 40
Reports
When you print
report, you will
get a screen copy
of your report,
which you may
then send to a
printer
All Reports work
in a very similar
fashion
Slide 41
Reports
Numerous Reports are available
Birthdays
by age
by person
by date
bar chart
pie chart
Labels/Envelopes (cont’d)
Nametags-Avery 5383
Postcards-Avery 5389
Envelopes-#10
Envelopes-Stand. Short
Envelopes-6x9
Inactive Records
by person
by reason
bar chart
pie chart
Other Reports
G-Scoutmate 5.xx Info
Checklist
Dues (by date)
Dues (by person)
E-Mail and Websites
Emergency contacts
Girl Scout Info (Full)
Non-Dues $$ (by date)
Non-Dues $$ (by pers)
Positions
Years in Girl Scouts
Labels/Envelopes
Address-Avery 5260
Address-Avery 5163
File Folders-Avery 5266
Name Only-Avery 5260
Phone/Address Lists
Phone/Address List
by Patrol
by Troop
Phone List
by Patrol
by Troop
Progress Reports
Petals
by Award Name
by Girl Scout Name
Try-its
by Award Name
by Girl Scout Name
Badges
by Award Name
by Girl Scout Name
Slide 42
Reports (Cont’d)
Numerous Reports are available
Progress Reports (Cont’d)
Interest Project Awards
by Award Name
by Girl Scout Name
Studio 2B Charms
by Award Name
by Girl Scout Name
Other Awards
by Award Name
by Girl Scout Name
Levels
by Award Name
by Girl Scout Name
All
by Award Name
by Girl Scout Name
Registration
by Effective Date
Registration
by school
by Troop
by Date Registered
Registration
by school
by Troop
Unawarded Awards
by Award type
by award
by Girl Scout Name
by Award
by Girl Scout Name
Vehicle Information
Rosters
Roster
by Patrol
by Troop
Slide 43
Event Central
• GS Scoutmate can help you plan your next
Troop Event or Trip.
– Generate Council
Permission Slips;
– Track permission slips;
– Track money turned in;
– Track attendance.
Slide 44
Event Central
• Select the Event
Central menu or
click on the Event
Central button to
bring up the
Event Central
Screen.
• Select the type of
event you wish to
add from the pull
down menu.
Slide 45
Event Central
• Click on Add
New Event to
add the event and
allow you to work
with it.
• Fill in the
appropriate
information about
your event and
click Save
Changes.
Slide 46
Event Central
• You can now
track which
girls are
attending the
event and have
paid their
money by
moving them to
the attendees
list.
Slide 47
Event Central
Council Permission Slips
• Event Central can
generate
permission slips
designed for our
Council.
• Permission Slip
Data file must be
initially
downloaded from
KSC Group.
http://www.kscgroup.com/permissionslips.htm
Slide 48
Event Central
• Download the
permission slip
for our Council.
• Save the file to
your GScoutmate
folder, which is
probably:
C:/Program Files/Gscoutmate60
Slide 49
Event Central
Go into GScoutmate and
select (from the
main menu) File
and Preferences.
This will bring up
the Preferences
Window.
Next to "Permission
Slip Report File",
click on the "SF"
button.
Slide 50
Event Central
Double-click on the
permission slip
report file for your
council. (The one
you just saved).
Click on Save to
activate that
permission slip
file.
Slide 51
Event Central
Double-click on the
permission slip
report file for your
council. (The one
you just saved).
Click on Save to
activate that
permission slip
file.
Click on Save again
to save your
preferences.
Slide 52
Event Central
Permission Slips
Return to Event
Central (if you
previously setup a
council permission
slip, you are ready
to go).
Select an existing
event and click
Event Permission
Slip to bring up the
permission slip
preferences screen.
Slide 53
Event Central
Permission Slips
Click Add and then
Fill in the
Permission Slip
Information.
If you are using a
Council or Custom
Permission slip,
click on the For
Custom
Permission Slips
tab.
Slide 54
Event Central
Permission Slips
The Custom Fields
for GSHVC are:
1. Leader’s Name;
2. Leaders Cell
Phone Number;
3. Return permission
slip and payment
by;
Slide 55
Event Central
Permission Slips
The continued
Custom Fields for
GSHVC are:
4. If X, then Uniforms
box is checked,
otherwise other will
be checked and text
printed;
5. Girls should bring;
6. Drivers/Chaperones
needed
Slide 56
Event Central
Permission Slips
You can also create
individual Permission
Slips for each Girl.
Return to Event
Central and highlight
or select the girls you
want to generate
Permission Slips for.
Select Reports from
the Event Central
Menu.
Slide 57
Event Central
Permission Slips
Click Save and then
select Print from
the menus to
create your
permission slips.
From the menu you
can choose to
print Blank
Permission
without the girl’s
name on it.
Slide 58
Event Central
Permission Slips
Highlight
“Permission
Slips” and click
on Print Reports.
If you have setup an
e-mail account with
G-Scoutmate and
have e-mail
addresses for your
girls, you can even
e-mail the
permission slips!
Slide 59
Event Central
Permission Slips
Print them out
and each girl
will now have
her own
permission slip.
Slide 60
Finances
• To Simplify your
finances, first go to the
Utilities menu and
select List
Management
• Add the financial
categories from our
council’s financial
reports to the Finance
Categories List
Slide 61
Finances
• If you can use Quicken,
you can use G-Scoutmate
• The first time you click on the Finance button
you will be told that there are no accounts
defined.
• Clicking OK, will allow you to open a new
account.
Slide 62
Finances
• Once an account is setup, you will be able to
use the Financial Register.
Slide 63
Finances
• Click Add New to add a new transaction.
Slide 64
Finances
• Add data directly into check register.
Slide 65
Finances
• Click Save to update your balance.
Slide 66
Finances
• Financial Reports are available directly from
the Financial Account Window.
Slide 67
Finances
• Filling out year end and interim Financial
Reports will now be a breeze!
Slide 68
Using G-Scoutmate with Multiple Troops
• G-Scoutmate can be used for multiple troops within
the restrictions of the G-Scoutmate Software
Licensing Policy:
If purchased for use by a troop
The software may be copied for members of the troop. It may not be used on the service unit
level, and it may not be copied for other troops.
If purchased for use by a service unit
The software may be copied for members of the service unit team. Since many service unit
team members also have their own troops, we've come up with the following license policy:
1) One person may use this copy at both the service unit and troop level at NO additional
cost;
2) For other members of the service unit team that WILL NOT use G-Scoutmate on the
troop level, there is NO additional charge;
3) For other members of the service unit team that WILL use G-Scoutmate on the troop
level, they will need to purchase a "Service Unit Team Member Personal Troop Usage
(SUTMPTU) License" for $20.00.
4) G-Scoutmate cannot be given to troop leaders that are not part of the Service Unit team.
Slide 69
• To Set-up second, third
or up to tenth troop:
– Select Setup Troops
from the Utilities Menu.
– Enter the additional
Troop’s number.
– Enter the additional
Troop’s type
– Click on <<Add to
add the Troop.
Slide 70
• To work with a
different troop:
– Select Switch to a Different
Troop from the
Utilities Menu.
– The Troop Selection
Window will come up.
– Double Click the Troop you
want to work with.
– G-Scoutmate now will be
operational for that Troop
Slide 71
Resources for helping you use G-Scoutmate
G-Scoutmate
comes with a
comprehensive
and searchable
manual.
The manual is in
Adobe Acrobat
PDF format and
located in the
same directory
in which you
install
G-Scoutmate
Slide 72
A discussion group about
the features and
functionality of GScoutmate is available
on Yahoo Groups.
You can either use
Yahoo Groups or have
messages delivered to
your e-mail.
To Subscribe, or to check
it out, go to:
http://groups.yahoo.com/group/gscoutmate/
Slide 73
G-Scoutmate has a
series of Help
Files.
They can be
accessed by
pressing the “F1”
key on your
keyboard or
clicking on the
Help icon on the
toolbar.
Slide 74
KSC Group’s Website
KSC is always putting
helpful tips, upgrades,
and other resources on
their website.
This is also the location
of the G-Scoutmate
Knowledge Base.
http://www.kscgroup.com
Slide 75
The Knowledge Base
contains a
searchable database
of questions that
users have asked as
well as hints and
tips.
http://www.kscgroup.com/kbase/default.asp
Slide 76
Organizing Troop Paperwork/
G-Scoutmate
The best way to learn G-Scoutmate is to use it!
Slide 77

Organizing Troop Paperwork/ G-Scoutmate

Transcription

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