Printed Documentation

Transcription

Printed Documentation
Printed Documentation
Table of Contents
WBAS Introduction .......................................................................................................... 1
Introduction .................................................................................................................. 1
Online Course Trends and Statistics for training into the Future! ................................ 2
WBAS and Microsoft Products .................................................................................... 4
Why WBAS? ................................................................................................................ 6
WBAS Support Procedures ............................................................................................. 9
WBAS Support Procedures ......................................................................................... 9
WBAS Change Procedures ........................................................................................... 11
Change Request Procedures .................................................................................... 11
WBAS Contacts ............................................................................................................ 15
District WBAS Support Contacts................................................................................ 15
CPS HQ Email Contacts for WBAS Support.............................................................. 15
WBAS Administrative Support Contacts .................................................................... 16
Initial WBAS Setup for Login and Excel Downloads ...................................................... 17
Changes to Internet Explorer to allow WBAS Navigation .......................................... 17
Allow Pop-Ups ........................................................................................................... 19
Viewing Documents in Excel ..................................................................................... 21
Frequently Asked Questions and Tips........................................................................... 27
Safari Certification Warning ....................................................................................... 27
FAQs and TIPs .......................................................................................................... 27
How To Create Labels ............................................................................................... 30
Printing Labels Office 2007 ........................................................................................ 36
Printing Labels Office 97 - 2003 ................................................................................ 45
Logging in once you have signed up for WBAS ......................................................... 46
DataBase Error 50000 ............................................................................................... 48
Consistent WBAS logouts\Overflow Error.................................................................. 50
AntiVirus Software ..................................................................................................... 53
Secure Site Login Issues ........................................................................................... 54
Change Password and Preferences .............................................................................. 55
How to change your WBAS password ....................................................................... 55
Forgotten Password ...................................................................................................... 57
How to retrieve your Password .................................................................................. 57
Officer WBAS Roles ...................................................................................................... 59
WBAS Access by Officer Role ................................................................................... 59
Administration Officer .................................................................................................... 63
Administrative Officer Access .................................................................................... 63
Officer and Merit Mark Administration........................................................................ 65
Assistant Training Officer .............................................................................................. 67
Assistant Training Officer Access .............................................................................. 67
Commander .................................................................................................................. 69
Commander Access .................................................................................................. 69
Merit Marks ................................................................................................................ 69
Squadron and District Officer Directory ..................................................................... 73
Communications ........................................................................................................... 77
iii
Printed Documentation
Communications Officer Access ................................................................................ 77
Squadron Directory .................................................................................................... 78
Immediate Past Commander......................................................................................... 81
Immediate Past Commander Access......................................................................... 81
MAREP ......................................................................................................................... 83
MAREP Officer .......................................................................................................... 83
Marketing Officer ........................................................................................................... 89
Marketing Officer Access ........................................................................................... 89
Materials online for Marketing .................................................................................... 89
Membership .................................................................................................................. 93
Membership Officer Access ....................................................................................... 93
Online Membership Directory .................................................................................... 94
Membership Renewal Statistics ................................................................................. 98
Squardron Unpaid Report ........................................................................................ 100
Dues Activity Report ................................................................................................ 101
Comprehensive Member Profile Update .................................................................. 103
Abbreviated Member Profile Update ........................................................................ 111
New Applications, Transfers and Rejoin .................................................................. 118
Merit Marks ................................................................................................................. 123
Squadron and District Commander Merit Marks ...................................................... 123
National Committee Chairs and President Merit Marks ........................................... 126
National Training Officers, Course Directors and Training Committee Chairs ......... 130
Merit Mark Special Cases ........................................................................................ 134
Public Relations Officer ............................................................................................... 137
Public Relations Officer Access ............................................................................... 137
PR Manual ............................................................................................................... 137
Secretary ..................................................................................................................... 141
Secretary Access ..................................................................................................... 141
Change of Bridge ..................................................................................................... 141
Add an Officer .......................................................................................................... 145
Supply ......................................................................................................................... 149
Supply Officer Access.............................................................................................. 149
Ordering Supplies .................................................................................................... 149
Training Officer ............................................................................................................ 157
Training Officer Access............................................................................................ 157
Creating a Course or Event ..................................................................................... 157
Challenging an Exam a second time ....................................................................... 164
Digital Library ........................................................................................................... 164
Entering Student Marks ........................................................................................... 166
Price List .................................................................................................................. 190
Ordering Materials ................................................................................................... 191
Registering Students ............................................................................................... 193
Treasurer..................................................................................................................... 205
Financial Access ...................................................................................................... 205
Dues Activity Report ................................................................................................ 205
Financial Activity Report .......................................................................................... 207
iv
Table of Contents
Squadron and District Financial Statements ............................................................ 209
Web Master ................................................................................................................. 211
Web Master Access ................................................................................................. 211
Accessing Web Content Manager ........................................................................... 211
Important - Content Publishing Delay ...................................................................... 214
The Content Manager .............................................................................................. 217
Using the Web Content Manager for the First Time................................................. 219
Editing a Page ......................................................................................................... 220
Editing a Page (For Advanced Users) ..................................................................... 224
Content Editor Features........................................................................................... 226
Linking to Documents on Your Pages – Using the Database Link Function ............ 227
Pasting Content from a Word processor .................................................................. 228
Adding an Image to your Page ................................................................................ 231
Uploading an image or document ............................................................................ 235
Creating the Link...................................................................................................... 237
Using Tables on Content Pages .............................................................................. 239
Adding Rows to a Table........................................................................................... 244
Using the Library Image Function ............................................................................ 245
Hiding/Showing a Link in the Left Navigation ........................................................... 251
Create an External Link ........................................................................................... 252
Microsoft and PC Contacts.......................................................................................... 255
Microsoft Internet Explorer .......................................................................................... 257
Microsoft Internet Explorer Support Links ................................................................ 257
CPS Terminology ........................................................................................................ 259
Glossary of CPS Terms ........................................................................................... 259
Index ........................................................................................................................... 265
v
WBAS Introduction
Introduction
Welcome to the new WBAS (Web Based Administration System) online Help Menu for
Canadian Power & Sail Squadron members. This new online Help Menu will be
constantly updated and changed as WBAS is improved for CPS Members.
The Introduction section contains information on why CPS implemented WBAS in the
document WBAS Introduction. Other statistical documentation is also included in the
Introduction section.
Below this you will find WBAS Support Procedures containing a document outlining how
to request help with WBAS as defined by the CPS IT Committee.
Other sections include Support Contacts, Frequently Asked Questions and TIPS, WBAS
Support Contacts, Documentation organized by Officer Role, Software and Hardware
Manufacturer contacts for your computer, links to Microsoft Support for Internet Explorer
issues specific to secure sites like WBAS.
TIP: If you look in the top left corner of your screen you will notice the following;
By default WBAS Help will open to the Contents of the Help Menu. You may also click
on Index for a listing of key words that will take you directly to that section of the Help
Menu. Search allows the Help Menu to be searched by key words in the same manner
as standardized software Help Menus.
Thank you to the IT Committee for all their assistance and time with this new and
improved help menu. As well as for the wonderful documentation and design from the
first help menu on CD that has been the basis for this Help Menu.
1
Printed Documentation
Online Course Trends and Statistics for training into
the Future!
The Virtual Classroom Vs. The Real One
Danielle Svetcov, Best of The Web, 09.11.00
http://www.forbes.com/best/2000/0911/050.html
Investors are pouring millions, soon to be billions, into the online education market.
Conservative figures from analysts at Thomas Weisel Partners, a merchant bank in San
Francisco, estimate a $10 billion virtual higher-ed market by 2003 and an $11 billion
corporate-learning market by the same year. That's $21 billion from almost nothing and
it's the kind of market that makes venturesome investors drool. John Chambers, the
highly esteemed CEO of Cisco Systems, calls online education the "killer app" of the
Internet.
Staying the Course:
http://www.eschoolnews.com/news/top-news/?i=56046.
Staying the Course: Online Education in the United States, 2008," published by the
Alfred P. Sloan Foundation, says 22 percent of American college students took at least
one web-based class in the fall 2007 semester, or 3.94 million students. That marked an
increase of 12.9 percent from the fall 2006 semester
Enrolled students from more than 20 countries
http://media.www.dailyillini.com/media/storage/paper736/news/2007/04/13/News/O
nline.Class.Enrollment.Grows.By.35.Percent-2840066.shtml\
Throughout the nation, more and more college students are pursuing the type of
education where a broadbrand connection is more important than a pencil and paper. At
2
WBAS Introduction
the University, this is evidenced in the Global Campus Initiative and similar programs
that contribute to a regional trend.
Nationwide, this growth translates into 3.2 million students who enrolled in an online
course in fall 2005 - representing almost 17 percent of all higher education students. In
the Midwest, 460,000 students from 11 states took an online course in the same
academic semester.
One Midwestern program is the University's Engineering and Computer Science Online
program, originally initiated in 1998. Since then, it has enrolled students from more than
20 countries, and it currently draws more than 550 students per year.
Online Education
http://seattlepi.nwsource.com/local/348198_online22.html
In Washington, there were almost 70,000 community college students enrolled in online
courses
during the 2006-2007 academic year. Just four years before that, there were fewer than
40,000
students taking classes online.
And though many courses are being taught online with few or no face-to-face class
sessions,
there are also a plethora of hybrid courses sprouting up -- a sign that more instructors
are
3
Printed Documentation
welcoming the forums and online course supplement as valuable teaching tools.
______________________________________________________________________
________
What is heard over and over again in regards to the online training market is that it is
convenient for working people to schedule learning at their own pace around their own
schedule. There are no worries about facilities, parking, travel expense, schedules etc.
At home online training is convenient and in this economy taking a stronger hold of the
Education Market.
CPS Instructors are now needed more than ever in traditional and new capacities.
WBAS and Microsoft Products
To utilize WBAS with 100% of its features and to receive support you must be using a
Windows Operating System such as XP and login in via Internet Explorer.
Why does WBAS only run on Windows Operating System Products such as XP using
Internet Explorer.
As it is extremely difficult and costly to design and support such a large application to
run on multiple operating systems and web-browsers it was decided that we would
implement a system that was designed to work with the majority of home computers.
See Operating System and Internet Browser Market Share statics below from and
independent Net Application company.
Operating System Market Share
November, 2008
OPERATING SYSTEM
Windows
4
TOTAL MARKET SHARE
89.62%
WBAS Introduction
Mac
Linux
iPhone
Playstation
SunOS
Nintendo Wii
FreeBSD
AIX
ouSCP
HP-UX
SCO
OpenBSD
NetBSD
9.97%
0.83%
0.37%
0.04%
0.01%
0.01%
0.01%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Browser Market Share
January, 2008
BROWSER
TOTAL MARKET SHARE
Microsoft Internet Explorer
75.4%
Firefox
16.98%
Safari
5.82%
Opera
0.62%
Netscape
0.61%
Mozilla
0.32%
Microsoft Pocket Internet Explorer
0.03%
Opera Mini
0.03%
5
Printed Documentation
Playstation
0.02%
Blazer
0.02%
Danger Web Browser
0.02%
Konqueror
0.02%
ACCESS NetFront
0.01%
WebTV
0.01%
ANT Galio
0.00%
BlackBerry
0.00%
iCab
0.00%
Lotus Notes
0.00%
This does not mean that you will be unable to login to WBAS on other operating
systems or by using other browser. Some functions may not be available or may not
work as expected.
I have found that on a MAC even with the MAC version of Internet Explorer it is
impossible to complete work as a Web Master as the editing simply loops. Other users
have discovered other issues with different web browsers running on XP.
Internet Explorer installs by default on XP and allows you to access all functions of
WBAS. Please ensure you are using Internet Explorer if you are experiencing any
strange WBAS behavior.
Why WBAS?
CPS is a volunteer based organization. In that spirit, when office technologies emerged
in the 80ies, CPS volunteers developed the first computer based database system. This
first generation level of office automation replaced labour intensive paper records and
help stabilize staffing level to 11 or 12 employees while membership continued to grow
from 8000 to 37 000 members.
In addition, in the late 90's, CPS also managed the database of two government
programs. The existing Restricted Operator Certificate – Maritime for maritime radio and
the new Pleasure Craft Operator Card programs. In addition to our database of 150 000
members and ex-members, the PCOC database presently contains 250 000 operators
and the ROC-M database 305 000 operators
.
6
WBAS Introduction
Since 2000, our existing system designed in the 80ies could no longer support the
needs of CPS and these large complex membership and qualification databases. The
system was:
·
·
·
·
·
·
·
Fragile
Difficult to maintain
Fragmented (more than 7 separate databases)
Inaccurate (due to fragmentation)
Un-scalable
Obsolete technology (DB3 and Clipper)
Did not integrate with Web site and e-commerce technologies
Following many discussion about updating the system, it was determined that the IT
needs were too extensive to expect donation of any volunteer time and expertise to
make this happen quickly.
A Request for Proposal (RFP) was issued to seek a solution developed by
professionals. The RFP was developed by a committee. They looked at:
·
·
·
Existing needs
Future Needs of the Staff and Squadron Volunteers
Existing Solutions on the Market
The public RFP was sent to selected solutions providers and was posted on the
National Web site. Solution was to be Open Architecture Technology:
Common Industry Standard Products for:
· Applications
· Database Management System (DBMS)
· Communication Systems
· No Proprietary Software unless held in Escrow
Browser Based
· Commonly Used Browsers
· Bilingual potential to the End User
Vendor Qualifications
· Proven experience in like organization
· Demonstrated Track Record for Implementation and Maintenance
Facilities to house: databases, applications and network websites with complete
security
· Unlimited growth potential.
· 24/7 Support
· Application and Facilities
7
Printed Documentation
Quick and Easy Migration of Databases
Cost Effective
Affordable to CPS
To survive in the face of the new generation technology savvy boaters, CPS had to
reach the 21st century and be able to offer the ability for the public to browse our
services online and register to services online. This meant the implementation of a state
of the art e-commerce environment that could also be deployed to squadron and district
volunteers who want to manage their squadron's or district's affairs on-line and
efficiently.
Since early 2008, all squadrons and district can manage their operations on line and
have a web presence for announcing their courses without the need of an expert
volunteer webmaster. Material orders with CPS Headquarters are done on-line by ecommerce. All squadrons can use the National e-commerce facilities to collect credit
card transactions form its members and the public. Membership officers can manage
membership renewal and obtain all necessary reports online.
8
WBAS Support Procedures
WBAS Support Procedures
This document defines the WBAS Support Procedure for receiving assistance with
WBAS the Canadian Power & Sail Squadron online promotional, learning and database
tool.
For all WBAS Support Requests the following procedure must be followed as defined by
the IT Committee and authorized by OpCom.
WBAS Support Procedures
Your WBAS Support options should be exercised in the following order;
·
·
·
·
Consult the Online Help Menu that you are currently reviewing.
Within the Online Help Menu review the FAQ section and ensure your system is
configured as per the Initial Configuration section.
Contact your District Support Representative, their names and contact emails are
located in the Help Menu under WBAS Support Contacts.
If the District WBAS rep is unavailable, fill out the online Support Request form
for technical support from HQ at the following link;
http://www.cpsboat.ca/?WCE=C=17|K=1016~0
*The online form will be responded to by HQ during normal business hours.
·
During office hours, if requiring immediate attention, call or email CPS HQ for
WBAS Support at 1-888-CPS-BOAT or email [email protected]
For non-technical support please contact HQ at 1-888-CPS-BOAT or via the following email
addresses:
·
·
Changes to Membership and student information in WBAS; [email protected]
Course/sticker and Merit Mark information; [email protected]
9
WBAS Change Procedures
Change Request Procedures
Note: Change Requests are authorized for District Commanders and WBAS District
Officer to prevent duplication. Please forward Member change requests to either of
these CPS Officers in you area for formal submission to the IT Committee to be
considered.
Status of Change Request will be submitted by WBAS user to District Commanders and
WBAS District Officer. In order to reduce duplication and wasted effort Change
Requests will be submitted by WBAS District Rep or District Commander after being
reviewed for content and clarity.
An online form will be provided to WBAS District Rep and District Commanders to
present a comprehensible detail of the request. The Online Form will be completed by
WBAS District Rep on behalf of member including as many details as possible on the
issue and contact information for further clarification.
The details in a Change Request must include;
·
·
·
·
·
Detailed description of what is requested
Rationale for the request
Officer role or department affected
Expected or anticipated benefits derived from the change
Additional Comments (optional)
Receipt of submission will be acknowledged and requests reviewed by the IT
Committee and the appropriate stakeholders involved in evaluating the change request.
The IT Committee will evaluate the Change Requests based on the following criteria;
·
·
·
·
·
·
·
·
Who has authority for the change
What is the priority
Resources required
Evaluate benefits of change
3rd party participation
Do we require Specification for Quote
Who authorizes action to implement change
Time-line schedule for the above activities should be established
Some decision will be clearly an IT requirement and some will require policy change
and specific budget approval. It is necessary to control these decisions without bogging
down the realization of possible benefits they may offer. If, after full evaluation
(including cost benefit) a change is deemed warranted, it will be prioritized and
11
Printed Documentation
scheduled with appropriate notification. However, if after full evaluation a change is not
considered warranted, appropriate notification of decline will be sent to the respective
WBAS district Rep/District Commander.
WBAS District Support Representatives and District Commanders may submit change
requests meeting the above criteria via the CPS WBAS Change Request Form via this
link;
http://www.cpsboat.ca/?WCE=C=17|K=1024~0
12
WBAS Change Procedures
13
WBAS Contacts
District WBAS Support Contacts
District
Amiral
Atlantic
Cartier
Estuaire StLaurent
Georgia Trent
Niagara District
PMD
Quinte
Rideau
St-Lawrence
VIND
VISD
Voyageur
WCID
Western Ontario
York East
York West
Name
Rene Mailoux
Bernard Wilcox
Lyse Renaud
Patrick Gagne
Email
[email protected]
[email protected]
[email protected]
[email protected]
Mike Harwood
Donna Lankin
Carlos Fuenzalida
Tim Fort
Guy Ladouceur
Brendan Remenyi
Mike Paterson
Don Lassey
Terry Lang
Guy Morazain
Dave Corke
Morton Biback
Tony Cook
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
CPS HQ Email Contacts for WBAS Support
Technical WBAS Support [email protected]
Changes to Membership or Student Information [email protected]
Merit Marks or Course\Sticker Information [email protected]
Forum Link For Members
15
Printed Documentation
http://forums.cps-ecp.ca/Default.aspx
WBAS Administrative Support Contacts
Changes or corrections to Membership and student information in WBAS should be
submitted to [email protected].
Course/sticker and Merit Mark information can be emailed to Lynda Green at [email protected]
New Membership Details should be sent to [email protected]. This would include
information such as Family or Junior Member.
Carole Browne [email protected] ext. 29 produces course certificates.
For special certificates with stickers for advanced courses please contact Lynda Green
[email protected] or [email protected] ext. 28.
16
Initial WBAS Setup for Login and Excel Downloads
Changes to Internet Explorer to allow WBAS
Navigation
Canadian Power and Sail Squadrons online Web Based Navigation System know to
CPS as WBAS utilizes Secure Access and requires initial configuration to allow you to
successfully access the online Member site. This is a one time setup for Internet
Explorer.
Open and Internet Explorer Web Browser Window then click on the Tools option in the
menu bar as shown below.
Left click on Tools will provide the following drop down menu. Click on Internet Options.
Internet Options will open. Click on the Privacy Tab.
17
Printed Documentation
From the Privacy Tab click on Sites Button
"Per Site Privacy Actions"
18
and a new window will appear
Initial WBAS Setup for Login and Excel Downloads
Type cps-ecp.ca in the Address of website then click Allow
then Okay
Allow Pop-Ups
To ensure all Reports can be displayed from the CPS Member Site you must set your
browser to allow Pop-Ups for CPS.
From the Internet Options Privacy Tab as used in Changes to Internet Explorer topic
above select the following.
19
Printed Documentation
Click on Settings
The following window will appear.
20
Initial WBAS Setup for Login and Excel Downloads
Type *.cps-ecp.ca in the Address of website to allow then click Add
At the bottom of the screen change the Filter level to Low
Click Close
and Okay
Viewing Documents in Excel
To import to Excel please adjust these settings. This will correct the small yellow error
you may see in the bottom left hand corner of your browser and other Excel issues.
Go To Tools
21
Printed Documentation
Internet Options
Select the Security Tab
22
Initial WBAS Setup for Login and Excel Downloads
Click on the Sites Button
the following window will appear.
23
Printed Documentation
Type https://www.cps-ecp.ca in Add this website to the zone: Click Add
and
Close Button
In the Internet Options - Security Tab that is open click on Custom Level Button in the
bottom of the window
Reset Custom Settings to Low.
24
Initial WBAS Setup for Login and Excel Downloads
Click the Reset Button
Click Yes to the 'Are you sure' Prompt
Click Okay
on the next two windows and your computer is set up for the
CPS WBAS Secure Site.
25
Frequently Asked Questions and Tips
Safari Certification Warning
When using Safari web browser you may see the following warning message;
This does not mean our certification from Go Daddy and authorized certificate provider
is invalid. What this message means is until you log in you are not on a secure site and
identity cannot be verified.
Our Certification is for the secure logged in Member site.
Once logged in you will notice the URL changes to HTTPS for secure site and you no
longer receive the certification warning.
If you are really concerned about this warning use Firefox or Internet Explorer where
you will see the lock once you log in.
Notice the Address Prior to logging in is not a secure website address;
http://www.cps-ecp.ca/public.asp
Once logged into the Canadian Power and Sail Member site the Address changes to
HTTPS which defines that the site is secure and using port 443 which cannot be traced.
https://www.cps-ecp.ca/members/members.asp?WCE=
FAQs and TIPs
27
Printed Documentation
*Most WBAS issues have been addressed on the WBAS site at https://www.cpsecp.ca/members/ select the following link; Help about login, cookies & browser set up
http://www.cps-ecp.ca/public.asp?WCE=C=47|K=224861
Please note that although some Adobe and Microsoft Tips are provided throughout the
Help Menu supporting their software is beyond the scope of WBAS Help Desk.
TIP: There are numerous selections when working on WBAS that require confirmation
thru check boxes, these are important please take the time to read and select or
deselect check box options especially when designing your website or creating online
courses.
TIP: Please note that due to Internet Explorer limitations once the adjustments are
made in Internet Options for the initial WBAS Configuration, you must open another
Internet Explorer window to log into WBAS as the initial Internet Explorer window will
hold the previous settings.
TIP: Running both Anti-virus and another software company's SpyWare software may
result in compatibility issues which will cause odd behaviour while using WBAS and
your computer in general. This can happen with McAffee Anti-virus and Spyware
products; http://service.mcafee.com/FAQDocument.aspx?id=TS100376&lc=1033
FREQUENTLY ASKED QUESTIONS:
I receive an error when exporting to Excel
This is caused by Initial Internet Explorer Security Setup being incomplete, please
correct all Internet Explorer Initial Setup configurations. Please refer to the Help Menu
for Internet Explorer Initial Setup.
Internet Explorer Initial Setup
Please refer to Initial Setup in the Help Menu
I have Windows 98, NT, 2000, ME or XP. Will it work? (What conditions and limitations)
WBAS has been tested and designed to work with Windows Operating systems up to
XP.
I have Windows Vista: Will it work?
We are testing WBAS on VISTA and have not yet discovered any user issues.
Is it okay to upgrade to Internet Explorer version 8.
28
Frequently Asked Questions and Tips
As with most websites we are currently working to upgrade all functions to work with IE
8. In the meantime if you upgrade and find you are having any difficulties you can use
Internet Explorer in compatibility mode as Microsoft acknowledges this issue.
http://www.microsoft.com/windows/internet-explorer/features/enhanced-navigation.aspx
I have a Mac. Will it Work?
WBAS is designed for use with Microsoft Windows products although most WBAS
functions work on MACs.
I have Dialup. What are the limitations?
We have members that are able to use WBAS via dial-up internet connection.
I am getting errors or unable to work with Adobe .pdf files.
Check Adobe Version – Adobe can be updated thru the Adobe Help Menu or at the
Adobe site www.adobe.com
A warning comes up that the “Certification Authority” is not recognized.
Explanation on http://www.cps-ecp.ca/public.asp?WCE=C=47|K=224861#Certificate
This also refers to the message on the iPod iTouch Safari browser (new).
I set all the browser settings as per the CPS instructions and I and still experiencing
difficulties
http://www.cps-ecp.ca/public.asp?WCE=C=47|K=224861#Antivirus
Can I change the name and birth date of a member or student?
To ensure the integrity of the database please contact HQ for these types of changes at
[email protected]
I am unable to register students in a course
The event first has to be created by clicking Squadron Administration which will take
you to the following site
https://www.cpsecp.ca/members/members.asp?WCE=A=Body|C=11|RefreshS=Container|RefreshT=2
24771|K=224771
then select Course Management which will take you to the following site
https://www.cpsecp.ca/members/members.asp?WCE=C=47|K=225928|RefreshT=224771|RefreshS=
Container|RefreshD=2247714
Click on Course Calendar which will take you to the following site
29
Printed Documentation
https://www.cpsecp.ca/members/members.asp?C=39&K=225480&ListingByCategory=0000
There is a footnote on the website: “When accessing the check out cart, do not change
the quantity to something other than one (1). You have to register each student one by
one. “
How To Create Labels
Here are some tips on how to create a mailing list:
Once you receive the Excel document attached, save it on your desktop (click “save as”
“Excel 97 – 2003 workbook”)
Open a blank “Word document” page
Go to “Mailing” Tab
Go to “Start Mail Merge” choose “labels” as shown in the screen below (choose the size
you need):
Select the size i.e. 5160 click “OK” and if a window appears asking you to delete the
(previous) Word document, click “yes”
Click on “Select recipient” then on “use existing list”, you will see the window below:
30
Frequently Asked Questions and Tips
Where it says “Files of type: à bring the arrow down and click “all files”. It will look like
this:
31
Printed Documentation
At the top, “My date source”, bring the arrow down where it says at the top “look in” then
choose “desktop” you will see this:
32
Frequently Asked Questions and Tips
Find the file on your desktop named: “WESTERN CANADA INLAND ACTIVE
MEMBERS MAILING LIST”
click “open”, you will see the window below click OK:
In the window “Select Table”, leave as it is. Click ok, this page will appear:
33
Printed Documentation
From there you click on “Insert Merge fields”. You will first see this window:
You click on the fields you need one by one then click “insert”. For example: click on
“First Name”, then click on “insert” enter
the next field, :Last Name”, then click on “insert”, and so on until you finish entering the
fields (last one is “Country Name”:
34
Frequently Asked Questions and Tips
Make sure there is a space between 1st name & last name and a carriage return after
last name then two spaces between the city & province then a carriage return and two
spaces between the postal code and country code)
Click on “Preview” you will see this page:
Click on “Update Labels” you will see that page:
35
Printed Documentation
Then, click on “Finish merge” you will see that window:
Leave the “dot” in “All”. Click OK. Your mail merge is finished and ready to print on 5160
size labels.
Printing Labels Office 2007
36
Frequently Asked Questions and Tips
***The following document was prepared by Ginette Golden at Headquarters and will
not work on MS Word 97. ***
PROCEDURE TO PRINT LABELS with Microsoft Office 2007
The recommended label page is Avery 5160 –30 per page (label page is optional)
Create an Excel file from the squadron/district directory (leave out family members)
Keep only the columns including: the first name/last name/address/city/province/postal
code and
country. Delete all other columns.
Once you only have the names, etc… go to “file” on top of your Excel document, click
on “Save as” then find the desktop (drop down arrow), it will look like this:
give it a name, i.e. Don Valley Merge at the bottom click “Save”.
Open “Word” document à click on “Mailing”
Click on “start mail merge” à go down with the mouse and click on “labels”. The
following screen
37
Printed Documentation
will appear (Label Options):
From that screen, click on the desired size, i.e. 5160 then click OK.
Click on “Select Recipient” and go down with the mouse to see “Use Existing List”. You
will see the
following window (Select Data Source) .
38
Frequently Asked Questions and Tips
At the top of that window, where it says “look in ---My Data Sources, place your
cursor on the little down arrow, then find the desktop as shown below.
39
Printed Documentation
From the window “Select Data Source, search for your document (i.e. Don Valley
Merge)
and double click on it to see the window below click OK (because it is already pre-set) .
GO TO “EDIT RECIPIENT LIST” TO SEE THIS SCREEN (Mail Merge Recipients):
40
Frequently Asked Questions and Tips
CLICK OK YOU WILL SEE THE FOLLOWING SCREEN:
41
Printed Documentation
Click on “Insert Merge Fields”, to see the following window
(make sure the dot in on “Database Fields):
42
Frequently Asked Questions and Tips
Insert all fields one after the other, for now, forget the spacing. It will look like this:
«First_Name»«Last_Name»«Address_»«City»«Province_Code»«Postal_Code»«Count
ry_Name» At this point,
- place your cursor on “Last Name” then you add a space
5
- place your cursor on “Address” then press enter (hit carriage return)
- place your cursor on “Province Code” then add a space
- place your cursor on “Postal Code” then press enter (hit carriage return)
- place your cursor on “Country Name” then add a space
NOTE: AFTER INSERTING FIELDS (NAME/ADDRESS, ETC…) YOU TRY THE
SPACE BAR AND CARRIAGE RETURN AND YOU SEE IS A BIG SPACE BETWEEN
EACH LINE, HIGHLIGHT THE FIRST ADDRESS ON THE FIRST LABEL, GO TO
“PARAGRAPH” (you will find it under Page Layout) TO SEE WINDOW BELOW à AT
SPACING, SET BOTH TO “0” INSTEAD OF “before 5.55 pt & after 10pt” THEN PRESS
OK.
43
Printed Documentation
THEN CLICK ON
UPDATE LABELS
PREVIEW RESULTS
FINISH MERGE
EDIT INDIVIDUAL DOCUMENTS
CLICK ON ALL
THEN OK
44
Frequently Asked Questions and Tips
Printing Labels Office 97 - 2003
You have created an Excel spreadsheet of your membership list using WBAS. Now you
want to create labels for envelopes so that you can mail a newsletter, a notice, etc. The
following steps will create labels that can be stuck onto envelopes.
You will need to know the name of the Excel spreadsheet. When the spreadsheet is on
the screen, its name will appear near the top of the screen. It will likely end with the
extension XLS. Once you know the name of the Excel file, close Excel and do the
following.
Start WORD.
Select Tools (this is at the top of your screen next to File Edit and View drop-down
menus).
Select Letters and Mailings
Select Mail Merge
Select LABELS
Near the bottom of the page click on NEXT- Starting Document
Label Options, select the number of the label you are using, such as Avery #5160
Address labels.
Click on OK
Next-Select Recipients, Browse, click on CPSA0401.XLS, or whatever the name of the
Excel file may be. It may also be CPS0401.dbf or something else.
If you get a window “Select Table”, choose “Database”.
The database shows up. You want the first name to come before the last name, so drag
the top of the column for first name and move it into the first column so you have first
name, last name, etc.
If you want to eliminate those that have email addresses, do the following. . .
Scroll right to find the email column.
45
Printed Documentation
Click on the arrow at the top of the column, you will get a list of options, select
BLANK.
OK
Next Arrange Your Labels
Click on Address Block, select Match Fields.
Note: which fields have been matched and which ones have not. If a field has not been
matched, it won't be printed on the label. Let us say that Address 1 has not been
matched. Click on the box “Not Matched” for Address 1 and you get a list of all the
columns. STREET is what we want for Address 1, so select it and you now have a
match for what goes in that place on the label.
OK
OK
Click on UPDATE ALL LABELS
Next- Preview your labels
Next-Complete the merge.
Print
Logging in once you have signed up for WBAS
Once you have a signed onto the system as a member, further logins are quite simple.
You just call up www.cpsboat.ca and click on Login at the top of the page near the
center then enter your email address and password.
46
Frequently Asked Questions and Tips
When these have been entered and you have clicked on the Login button
will see the welcome screen.
you
Once logged in you may access your specific WBAS Officer Access via Squadron
Administration located in the light blue area on the left hand side of the screen. Please
note that you options available under Squadron Administration depend on your CPS
Officer Role.
47
Printed Documentation
NOTE: If you are not able to see the access that you should have available under
Squadron Administration please have your Squadron Commander contact
[email protected] to correct your WBAS Officer Roles. Alternatively your
Squadron Secretary, Commander and Executive Officer can make changes by following
the documention available in this Online Help Menu listed under the Secretary book
then the topic Changes to Bridge.
DataBase Error 50000
You may see a Database error 5000 popup window when entering student marks if a
specific student is not selected.
This error is accurate and reflects that a specific student was not chosen by highlighting
the student name and selecting yes to correct student found.
48
Frequently Asked Questions and Tips
If you do not specifically select a student as shown below from the entering student
marks document this error will appear.
Search for students and the window below will open when multiple students are found
Click on the red underlined name otherwise the system will be unaware of which
student you wish to update and the data error 50000 will appear.
After clicking on the name in red the following window will appear allowing you to select
'yes' to correct student found.
49
Printed Documentation
Click the next button
and enter your student marks.
Consistent WBAS logouts\Overflow Error
While entering data on WBAS, I have to log in repetitively and lose information already entered.
If you are receiving constant disconnects from WBAS or you are unable to continue to
enter information. This may be caused by Internet Explorer Temporary Internet Files. If
you close the Internet Explorer window you are currently working in and open a new
one you should be able to again enter information into WBAS.
If this is a ongoing issue please change the size of your Temporary Internet file size as
shown in the step by step procedure below.
Updating your Internet Explorer can also resolve many time out and disconnect errors.
Anti Virus and Firewall Warning
Constant disconnects requiring you to log in multiple times can also be caused by some
anti-virus software that will clear your cookies or prevent cookies from being added to
your system. Clearing the cookies deletes your information while you are online and this
will force you to login to WBAS again. Contact your anti-virus software manufacturer to
assist with changing your settings. Please post any helpful information to the WBAS
forum to assist other members.
Some AntiVirus system such as Norton 360 will occasionaly clean up the Temporary
Internet File. This may interfere with your current browsing session and logged in status.
50
Frequently Asked Questions and Tips
Internet Explorer has had some confirmed issues with constant logins to Secure Sites
while using older version of Internet Explorer.
Update your Internet Explorer by using Windows Update located on your computer.
Update is ussually found by going to Start – All Programs – Windows Update.
If you are working form a Corporate Network (in the office), there may be a Network
policy preventing your browser from accepting any session cookies.
After Entering Data Repetitively, I get an Overflow message
When this occurs, close all your browser sessions. Re-open and login on the CPS site.
This may occur because your computer Temporary Internet File is overflowing.
Follow the instructions below to increase the size of your Temporary Internet File.
Changing the Size of the Temporary Internet File
Open Internet Explorer
Click on ”Tools” then ”Internet Options” from the drop down selection.
On the general tab of internet options (the tab it opens to)
Click on the ”settings” button
51
Printed Documentation
The following window will open. In the Temporary Internet Files and History Settings
window, you can change the disk space to use for Temporary Internet Files. It is
typically set to a small 50MB and could have been set to a lower value to provide a false
sense of security. Typically increase the Disk space to use by increments of 50MB and
see if the situation is improved.
52
Frequently Asked Questions and Tips
Click OK
on this screen and the Internet Options screen to close.
Technical Reason for Increasing the Temporary Internet File directory size
As you browse the internet, this directory collects all tracking cookies and keeps some
files for quick access in frequently browsed sites. As you edit content for the course
calendar or the Web content editor, a session file grows as you add content to a WBAS
wizard page until you submit its content. This is particularly true when you work on
tables and add images to the content. When working on adding a lot of content, save
frequently to reset the session file.
AntiVirus Software
Certain anti virus software has been know to conflict with secure web to sites.
Please consult your anti virus software vendor for specific solutions to your issues.
53
Printed Documentation
Here are some helpful hints.
Symantec\Norton AntiVirus
http://service1.symantec.com/SUPPORT/nav.nsf/0/e4b50413c9f3898d652570150076e
bbd?OpenDocument&seg=hm&lg=en&ct=us
List of AntiVirus Software Vendors
http://support.microsoft.com/kb/49500
CPS HQ does maintain external links or content and is not responsible for their content.
Secure Site Login Issues
Microsoft recognizes that there are issues with Secure Sites and Internet Explorer and
have posted numerous fixes on their web site. Within FAQs and TIPs document I have
posted links to multiple Microsoft fixes for Secure Sites like the WBAS System.
Here is the latest knowledge base article from Microsoft.
You cannot log in to or connect to secured Web sites in Internet Explorer
http://support.microsoft.com/kb/813444
Please note CPS does maintain outside websites.
54
Change Password and Preferences
How to change your WBAS password
From the Main Welcome Page click on Update your Member Profile
Alternatively your profile can be accessed from any page via the light blue left
navigation pane by selecting My Profile then in the main page select Update your
Member Profile.
It will then bring you to a page 1 of 7 My Profile.
Select Yes Button to Change Password and enter a new Password and Confirm
Password
Click Next button
located in the bottom right hand corner of the window.
*You will have to click Next thru the 7 pages of My Profile and on the last past in the
bottom right hand corner is a Submit button. Once you have Submitted the changes to
your Profile will take effect.
55
Printed Documentation
Please note by clicking next you can also change your birth date, contact phone
numbers, magazine and communication preferences, boat type, marina, associations,
and volunteer interests.
56
Forgotten Password
How to retrieve your Password
Go To: http://www.cps-ecp.ca
Select Login from the top middle area of the window
On the screen that opens after you click on Login you will see the following screen.
Please click on Forgot Your Password below the Login button.
The following window will open once you click on Forgot Your Password.
57
Printed Documentation
Enter your email address and click the Submit button
sent to the email address provided.
58
. Your password will be
Officer WBAS Roles
WBAS Access by Officer Role
Access to WBAS by Officer Role
*Bridge Lists must be submitted each Spring with change of watch.
Access Rights are defined when your Squadron or District list of Bridge Officers are
determined and the Bridge list of Officers is sent to [email protected] or
updated by your Squadron Secretary. The WBAS System automatically assigns access
rights in accordance with the Officers Role. Multiple roles for an Officer in Squadron or
District are handled by assigning secondary access rights. If you have Officer Roles for
both Squadron and District please contact HQ to set up a secondary District access.
Commander Access
Administration
Membership
Financial
Training
Communications
Supply
Immediate Past Commander
Membership
Financial
Supplies
Communications Officer
Membership
Financial
Course Management
Communications
Supplies
Webmaster
Executive Officer
Administration
59
Printed Documentation
Membership
Financial
Training
Communications
Supply
MAREP
Training Officer
Membership
Financial
Training
Course Management
Supplies
Assistant Training Officer
Membership
Financial
Training
Course Management
Supplies
Admin Officer
Membership
Financial
Supplies
Secretary
Administration
Membership
Financial
Training
Communications
Supplies
Supply Officer
Membership
Financial
Training
Supplies
60
Officer WBAS Roles
Treasurer
Membership
Financial
Supplies
Public Relations Officer
Membership
Financial
Course Management
Communications
Supplies
Webmaster
MAREP
Membership
Financial
Supplies
Marketting
Membership
Financial
Supplies
Membership
Membership
Financial
Supplies
Webmaster
Membership
Financial
Course Management
Communications
Supplies
Web Master
Special Committee Access
61
Printed Documentation
1. Opcom: WBAS Tools for Opcom Members
· Add Merit Mark
· Merit Mark Submission Search
· Officer Directory Search
2. National Committee Chairs: National Committee Chairs Merit Mark tools
· Submit a National Merit Mark
· Help & Special Cases (Merit Marks)
3. National Training Department: National Training Department WBAS Link
· Add Merit Mark
· Merit Mark Hour Search
· D.E.E. & Provider List
· Training Report
4. Membership Committee
· National Membership Statistics
Note: District Access is similar to Squadron Access except that it encompasses the
District and not only the individual Squadron.
62
Administration Officer
Administrative Officer Access
The Administrative Officer has access to Membership, Financial and Supplies.
63
Printed Documentation
After clicking on Membership the following screen will
appear;
This will allow the Administration Officer to Membership and Dues Reports as well as
update Member Profiles and process new applications, transfers and rejoins.
When the Administative Officer clicks on Financial under Squadron Administration in the
light blue area on the left hand side of the screen the following access is available.
This area allows the Administrative Officer to Financial Activity Reports, Statement
Templates as well as a direct link to make a CPS donation.
The final option is Supplies allowing the Administrative Officer the ability to order
supplies for the Squadron.
64
Administration Officer
Please refer to the Membership Officer Book for more information on the Membership
Reports and the Supply Officer Book for further details on order supplies.
Officer and Merit Mark Administration
Commanders, Executive Officers and Secretaries have access to the Administration
section located in the left blue area under Squadron Administration.
65
Printed Documentation
This allows access to Maintain the Officer Roster as well as inputting Merit Marks.
Please see the Secretary book Changes to Bridge topic for further details on
Maintaining the Officer Roster. Please refer to the Commander book for information on
Merit Marks.s
The following screen appears once you click on Administration directly under Squadron
Administration.
66
Assistant Training Officer
Assistant Training Officer Access
Once logged in to the WBAS System the Assistant Training Officer will have access to
the following areas.
For detailed information please refer to the respective Officer book as shown below.
Membership
Financial
Training
Course Management
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Book
Refer to the Training Book
Refer to the Supply Book
67
Commander
Commander Access
Once logged in to the WBAS System the Commander will have access to the following
areas.
For detailed information please refer to the respective Officer book as shown below.
Administration
Membership
Financial
Training
Communications
Supplies
Refer to the Administration Book
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Book
Refer to the Communications Book
Refer to the Supply Book
Merit Marks
69
Printed Documentation
This administration is accessible only to Squadron Commander, Executive Officer &
Secretary positions only.
Once the Commander logs in the following access is available after clicking on
Squadron Administration in the light blue area on the left.
To add Merit Marks click on Administration and the following screen will appear.
70
Commander
Click on Add a Merit Mark Submission and the window below will open to step 1 of
adding a merit mark.
Enter members name and click search.
71
Printed Documentation
Click Next
The following screen will appear.
72
Commander
Enter the appropriate information and click the Submit button
Squadron and District Officer Directory
The Commander has access to generate a list of Squadron and District Officers. Once
logged into WBAS click on Squadron Administration, Administration then in the main
window click on Squadron and Officer Directory as shown below.
73
Printed Documentation
The following screen will open allowing you to filter your search by different criteria.
74
Commander
Click Submit
The results will populate in your current window after a few moments.
To view or save a copy in Excel click on View in Excel
75
Printed Documentation
Note: you computer must be configured to View in Excel as per the Viewing Documents
in Excel topic in the Initial WBAS Setup for Login and Excel Downloads Book.
Once you click on View in Excel Microsoft Excel will appear on the bottom of your
screen as shown belo.
Click on Microsoft Excel to open the Excel spreadsheet.
76
Communications
Communications Officer Access
The Communications Officer has access to the following areas under Squadron
Administration.
Details on Membership, Financial, Training, Course Management, Supplies and Web
Master are available under their respective books.
Clicking on Communications will display the following screen.
77
Printed Documentation
On this page you can add and Event. To do this follow the same method as adding a
course as described in the Training Officer Book.
The Communications Officer also has the Online Squadron Directory available to
download an excel list of members in order to send out communications from the
Squadron. See Squadron Directory topic.
Squadron Directory
Click on Squadron Administration - Communications and the following screen will open.
Click on Online Squadron Directory and the following screen appears allowing you to
select options for generating the Squadron Directory.
78
Communications
***Please ensure your pc is configured as per the Inital WBAS Setup for Login book in
order to generate the excel directory listing.***
Click Submit button
The following screen will appear after clicking submit that will allow you to either print
the directory to open in excel.
79
Printed Documentation
To view or save a copy in Excel click on View in Excel
Note: you computer must be configured to View in Excel as per the Viewing Documents
in Excel topic in the Initial WBAS Setup for Login and Excel Downloads Book.
Once you click on View in Excel Microsoft Excel will appear on the bottom of your
screen as shown belo.
Click on Microsoft Excel to open the Excel spreadsheet.
80
Immediate Past Commander
Immediate Past Commander Access
Once logged in to the WBAS System the Immediate Past Commander will have access
to the following areas.
For detailed information please refer to the respective Officer book as shown below.
Membership
Financial
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Supply Book
81
MAREP
MAREP Officer
Once the Marep Officer logs in to WBAS the following options are available under
Squadron Administration.
For detailed information on Membership, Financial and Supplies please refer to the
corresponding Officer books in this help menu.
To access areas of WBAS specific to the MAREP Officer please click on National
Committees as shown above in the light blue area and circled in red.
Once National Committees has been selected a sub-menu will appear as shown below.
83
Printed Documentation
Click on Marep (Hydrographic) the second last option under National Committees.
The Marep Report forms are available here.
84
MAREP
This is the Marep Marine reporting form below. When completed it is submitted directly
to the District Training Officer.
85
Printed Documentation
This is the Marina Reporting Form also submitted to the District Training Officer.
86
MAREP
The guides for completing these forms are available on the same page just below the
forms.
87
Printed Documentation
You may download the Marep Manual directly by clicking on the link below. Please
familiarize yourself with the manual
MAREP Manual link
This manual contains a wealth of information to be considered by the Marep Officer.
Study this manual carefully. It is indexed for your convenience with such items as:
Activities of CHS, Skills required, Observations, Chart reading, Bearings, Depth
measurement, Depth Sounders,Drags, Heights, Clearances, True North Lines, Locating
an Object, Electronic Positioning, Radar, Loran C, Landmarks,Aids to Navigations,
Channel Information, Sailing directions, etc.
88
Marketing Officer
Marketing Officer Access
Once logged in to the WBAS System the Marketing Officer will have access to the
following areas.
For detailed information please refer to the respective Officer book as shown below.
Membership
Financial
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Supply Book
Materials online for Marketing
There are materials available online for the Marketing Officer under National
Committees - Marketing and Public Relations.
89
Printed Documentation
On the Marketing and Public Relations link there is access to the following;
Marketing Presentations
2008 AGM Marketing Seminar PPT (2.2 MB) Evolution of Change by Paul Clissold
2008 AGM MAP2 PPT Member Acquisition Plan by Jeff Evans and Jim Brown
Information on Best Practices
Downloadable Material
Business Templates
Posters
Material from Ships Store
90
Marketing Officer
Links
91
Membership
Membership Officer Access
The Membership Officer has access to the member information for their respective
Squadron or District Officer Role.
Once logged into WBAS the following options are available to the Membership Officer
under Squadron Administration.
Further details on Financial are available under the Treasurer book while the Supply
Officer book in the help menu describes the available options under Supplies.
Please click on Membership to access the following screen. Each selection will be
explained in greater detail in the topics contained in the Membership Officer Book.
93
Printed Documentation
Online Membership Directory
Please select from the light blue area on the left Squadron Administration then
Membership to access the main Membership Page.
94
Membership
From the main screen select Online Membership Directory.
The following screen will open.
95
Printed Documentation
This screen will allow you to create a directory for your squadron with option that
include;
excluding family members,
listing of certain membership types
listing by language
allowing excluded members to be included in the list by selecting exclude list check box.
Click Submit
when you are ready to create the list.
The list will appear on screen with the option to click to create the list in excel.
96
Membership
Click on View in Excel
Excel as well as to save the list.
This will allow you to manipulate the information in
You may see the following Active X warning after clicking View in Excel. This is a
Microsoft safety feature and it is okay to click yes.
Please ensure that you have set up your computer as per the Initial WBAS Setup to
allow the document to be viewed in Excel. The document will open in your task bar
after a few seconds.
You have successfully created a membership listing in Excel.
97
Printed Documentation
Membership Renewal Statistics
Please select from the light blue area on the left Squadron Administration then
Membership to access the main Membership Page. Click on the second option down to
access Membership Renewal Statistics.
The following window will open.
98
Membership
Please select your District, Squadron, start and end date and click Submit Report
A new window will open requesting your patience while the report is being generated.
Once complete the report will display in the window similar to the following report.
In the initial window you will see the following.
99
Printed Documentation
View report will allow you to generate the report again. Done will open the Online
Membership Directory. To get back to the main membership screen click on
Membership in the light blue area on the left hand side of the screen.
Squardron Unpaid Report
The Squadron Unpaid Report is available from Squadron Administration - Membership
in the light blue area on the left.
From the Membership Screen select Squadron Unpaid Report
The following screen will open.
100
Membership
Select the Squadron and Date and click on Submit Report
Another window will open that will state 'Please be patient while your document is being
generated.
You may minimize this window and continue on with your work.'
Once the report is generated it will appear in the window as an Adobe PDF file.
You can save and print this document.
Dues Activity Report
101
Printed Documentation
The Dues Activity Report is available from Squadron Administration - Membership in the
light blue area on the left.
From the Membership Screen select Dues Activity Report.
The following screen will appear.
Select start and end date for the report as well as the Squadron and District. Click
Submit Report
102
Membership
Another window will open that will state 'Please be patient while your document is being
generated.
You may minimize this window and continue on with your work.'
Once the report is generated it will appear in the window as an Adobe PDF file.
You can save and print this document.
Comprehensive Member Profile Update
This is available by logging into the Member's site and selecting Squadron
Administration then selecting Membership from the drop down menu.
Scroll Down to the following selection and click on Comprehensive Member Profile
Update.
103
Printed Documentation
The following page will appear.
Enter Last Name or ID Number and First Name click on Search
For multiple records found the following page will appear.
NOTE: You must click on the name on RED to select the correct Member.
104
Membership
Once you select the name by clicking on alternatively if only one result is found the
following page will appear on your screen.
105
Printed Documentation
Click Yes beside 'Was the correct member found?' then click the Next button
The following page now appears on screen.
Click Next
You are now on Step 3 of 6.
On this page the Membership Officer is able to update all information with the exception
of First and Last name due to data integrity.
106
Membership
NOTE: To make updates to first or last name contact Ginette Golden at HQ or send a
detailed email to [email protected].
Once changes have been made click Next
107
Printed Documentation
Once requested changes to emails and magazine preferences have been made click
the Next button
Step 5 allows the Membership Officer to change Boat information for the Member.
108
Membership
Click Next button
once Boat Information is completed.
Step 6 allows personal volunteering interest and professional experience to be entered.
109
Printed Documentation
110
Membership
Once the information has been updated click Submit to save changes to CPS database.
You will receive a confirmation that the information has been changed. Click the Done
button and you will be returned to the main Membership Officer access.
Abbreviated Member Profile Update
The Abbreviated Member Profile Update tool allows Membership Officers to quickly
access and change a Members Address and Email information. As well as update
Magazine and Communication preferences.
Once the Membership Officers logs into the CPS Member site this tool can be updated
by clicking on Squadron Administration then selecting Membership from the drop down
menu as shown below.
111
Printed Documentation
On the next screen scroll down to the following:
Click on Abbreviated Member Profile Update
Search for the Member to be updated by entering either the Member ID number or the
Member's Last and First name then click search.
112
Membership
If multiple Members found select the correct one by clicking on the name in red as
shown below.
113
Printed Documentation
The screen will now appear as if only one search result found.
114
Membership
Click Yes to 'Was the correct member found?' then click the Next button
Step 2 of 3 allows the Membership Officer to change the Members address, phone
number and email address.
115
Printed Documentation
Click Next button
once necessary updates have been made.
NOTE: To make updates to first or last name contact Ginette Golden at HQ or send a
detailed email to [email protected].
116
Membership
Once Magazine and Communication Preferences have been updated click Submit.
A message will appear that the Member record has been updated.
117
Printed Documentation
Click Done and the main Membership menu is now available.
New Applications, Transfers and Rejoin
New Applications, Transfer, Rejoin is available from Squadron Administration Membership in the light blue area on the left.
Then select New Applications, Transfer, Rejoin from the main window.
The following window will open.
118
Membership
119
Printed Documentation
120
Membership
Please complete the appropriate selections and click send to be processed by CPS HQ.
For any follow up information on this submission please email [email protected]
121
Merit Marks
Squadron and District Commander Merit Marks
After logging in to WBAS, click on Squadron Administration then Administration.
The following window will open in the main screen.
123
Printed Documentation
Select Add a Merit Mark.
Note: You can also search Merit Mark Submissions by clicking on Merit Mark
Submission Search from this page.
This window will open.
Enter the Officer's name and click search. If multiple Officers are found double click on
the red underlined name to select the correct CPS Officer then proceed in the same
manner as if only one Officer was found.
124
Merit Marks
For a single CPS Officer found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
Click Yes to correct officer found then click the next button
You are now on Step 2 of 2.
Ignore the Member ID ( registration ID), Merit Mark year field; they are preset to the
search result and current merit mark year.
In the “Mark Level” field pull down menu, select if it is a Squadron, District or National
Merit Mark;
In the “Total Hours” field enter the total hours worked at that level;
Enter the “Position held, contribution & comments” in the free text box.
Click Submit button
Officer.
and you have successfully entered Merit Marks for an
125
Printed Documentation
To enter another Officer's Merit Marks for the year start again from the top of this
document.
For any special cases or entries you have further question about please refer to Special
Cases Link, alternatively you may email [email protected] or call CPS HQ at or
1-888-CPS-BOAT ext 28 and request to speak with Lynda Green.
National Committee Chairs and President Merit Marks
After logging into WBAS in the light blue area on the left hand side please click on
National Committees a sub menu will open as shown below. Then click on National
Merit Marks.
126
Merit Marks
The following screen will appear in the main window.
127
Printed Documentation
Click on Submit a National Merit Mark to open step 1 of 2 to submit a Merit Mark.
Enter the Officer's name and click search. If multiple Officers are found double click on
the red underlined name to select the correct CPS Officer then proceed in the same
manner as if only one Officer was found.
For a single CPS Officer found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
128
Merit Marks
Click Yes to correct officer found then click the next button
You are now on Step 2 of 2.
Ignore the Member ID ( registration ID), Merit Mark year field; they are preset to the
search result and current merit mark year.
In the “Mark Level” field pull down menu, select if it is a Squadron, District or National
Merit Mark;
In the “Total Hours” field enter the total hours worked at that level;
Enter the “Position held, contribution & comments” in the free text box.
Click Submit button
Officer.
and you have successfully entered Merit Marks for an
129
Printed Documentation
To enter another Officer's Merit Marks for the year start again from the top of this
document.
For any special cases or entries you have further question about please refer to Special
Cases Link, alternatively you may email [email protected] or call CPS HQ at or
1-888-CPS-BOAT ext 28 and request to speak with Lynda Green.
National Training Officers, Course Directors and
Training Committee Chairs
After logging into the WBAS system on the main screen near the bottom you will see
the following link to National Training Department WBAS Link.
130
Merit Marks
Please click on National Training Department WBAS Link to access the following
window.
Click on Add Merit Mark.
s
Note: you can also search Merit Mark Hours from this screen by clicking on Merit Mark
Hours Search.
131
Printed Documentation
Enter the Officer's name and click search. If multiple Officers are found double click on
the red underlined name to select the correct CPS Officer then proceed in the same
manner as if only one Officer was found.
For a single CPS Officer found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
132
Merit Marks
Click Yes to correct officer found then click the next button
You are now on Step 2 of 2.
Ignore the Member ID ( registration ID), Merit Mark year field; they are preset to the
search result and current merit mark year.
In the “Mark Level” field pull down menu, select if it is a Squadron, District or National
Merit Mark;
In the “Total Hours” field enter the total hours worked at that level;
Enter the “Position held, contribution & comments” in the free text box.
Click Submit button
Officer.
and you have successfully entered Merit Marks for an
133
Printed Documentation
To enter another Officer's Merit Marks for the year start again from the top of this
document.
For any special cases or entries you have further question about please refer to Special
Cases Link, alternatively you may email [email protected] or call CPS HQ at or
1-888-CPS-BOAT ext 28 and request to speak with Lynda Green.
Merit Mark Special Cases
Merit Mark Submission Special Cases & Questions & Errors
134
Merit Marks
Case 1 - Member from another Squadron or District: You are a Squadron or District
Commander and you cannot find a member from another Squadron or District that
volunteered for your group. What do you do? Click here to fill and submit an electronic
form to HQ. HQ staff will enter the submission on your behalf.
Related Question & Answer:
Why this restriction on the online tool? For privacy reasons: too many costly to develop
filters are required to allow officers to view members of other squadrons or district.
Case 2 - Deceased Member:You will not find a deceased person in your list even if the
member was in good standing. Click here to fill and submit an electronic form to HQ.
HQ staff will enter the submission on your behalf.
Case 3 - Lapsed or Missing Member: You know a volunteer should be a member of
your squadron or district but the online tool does not find him/her. Merit Mark can only
be awarded to members in good standing. Please verify your membership directory or
the unpaid member list. The volunteer will have to normalize the situation by paying the
dues of the year the hours were worked. Even if you submit the electronic Merit Mark
request form, HQ will not process the request for a non member and will not act to
correct the volunteer status.
Case 4 - Previous Year Forgotten Submission: You or your predecessor forgot to
submit Merit Mark requests for work done prior to 2006. Click here, the same electronic
form as above, to request a correction and a pre-2008 merit mark.
Related Question & Answer:
Why can't we enter past year submission directly online? The new database is capable
to keep historical submission data. Going forward, past year submission will be possible
from 2008. Unfortunately, the old database did not keep historical records of prior
submissions. As the conversion to the new database is 2007, staff will perform the
manual process and get it approved by the Chief Commander.
Case 5 - Submission Error: If you made an error on your submission. Contact Lynda
Green at HQ at [email protected] or 1-888-CPS-BOAT ext 28. Staff has the
ability to make the correction.
135
Public Relations Officer
Public Relations Officer Access
Once logged into the WBAS System the Public Relations Officer has access to the
following areas of Squadron Administration.
For further details on each section please refer to the corresponding Officer book in this
help menu.
Membership
Financial
Course Management
Communications
Supplies
Web Master
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Officer Book
Refer to the Communications Book
Refer to the Supply Book
Refer to the Web Master Book
PR Manual
137
Printed Documentation
Log onto WBAS.
Click on National Commitees then Marketing and Public Relations.
Here you will find Marketing information, manuals, templates, posters and other helpful
information to assist with marketing your Squadron.
A little ways down the page is the link to the PR Manual as shown below.
138
Public Relations Officer
Click on PR manual to access the manual in PDF format. Where it can be easily saved
or printed by clicking on File - Save As or File - Print.
139
Secretary
Secretary Access
Once logged in to the WBAS System the Secretary has access to the following sections
under Squadron Administration.
For detailed information please refer to the respective Officer book as shown below.
Administration
Membership
Financial
Training
Communications
Supplies
Refer to the Administration Book
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Book
Refer to the Communications Book
Refer to the Supply Book
Change of Bridge
141
Printed Documentation
To ensure that the new CPS Officers are able to access the required Squadron
Administration functions of WBAS 'Web Based Administration System' for their
individual Officer Roles the Bridge list must be current.
The Secretary, Commander or Executive Officer prior to the AGM are the only Officers
with access and must ensure the Bridge Changes are completed for the new Officers.
When you enter the Officer list directly on you are not required to send a paper copy or
email copy of the new Bridge list to Head Quarters.
To complete the Change of Bridge login the Members site.
Enter your username (email address) and password click login
Once you are logged in Click on Squadron Administration in the Light Blue area on the
left hand side. A menu will appear under Squadron Administration.
142
Secretary
Click on Administration and the following window will appear in the main screen.
Click on Maintain Officer Roster to gain access to the 2 step process of updating the
Bridge List as shown below.
143
Printed Documentation
Enter the Officer's information and click on search. If multiple Officers are found double
click on the red underlined name to select the correct CPS Officer then proceed in the
same manner as if only one Officer was found.
For a single CPS Officer found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
144
Secretary
Click Yes to correct officer found then click the next button
You are now on Step 2 of Maintain Officer Roster and will see the following screen.
Enter the new Officer information and click the submit button
The new Officer roles is now entered in the CPS WBAS system.
Note: Please remember to use this same method to ensure previous Bridge is not
longer active my removing the check box beside Active in the screen above.
Add an Officer
145
Printed Documentation
Log on to WBAS and click on Squadron Administration in the Light Blue area on the left
hand side. A menu will appear under Squadron Administration. Click on
Administration.
The following screen will open in the main window of your computer.
Click on Add Officer to access Step 1 of adding an Officer in WBAS.
146
Secretary
Enter the Officers last name of member ID in Name / ID and enter their first name if
.
searching by last name and click search
If multiple Officers are found double click on the red underlined name to select the
correct CPS Officer then proceed in the same manner as if only one Officer was found.
For a single CPS Officer found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
147
Printed Documentation
Click Yes to correct officer found then click the next button
You are now on Step 2 of 2.
Please select the Squadron, Officer Position, Start and End Dates and click on the
Submit Button
.
You have now successfully added and Officer.
148
Supply
Supply Officer Access
For detailed information please refer to the respective Officer book as shown below.
Membership
Financial
Training
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Book
Refer to the Supply Book
Ordering Supplies
Once logged in to WBAS the Supply Officer has access to the following areas within
Squadron Administration.
149
Printed Documentation
For specific details on Membership, Financial and Supplies please refer to the
Membership Book, Treasurer Book and the Training Book.
Click on Supplies under Squadron Administration and the following window will appear.
To order an item please click on the category heading. For example we will order a hat.
150
Supply
Click on Accessories
The following will open on your screen.
Select Two Tone Cap at the bottom of the page by clicking Add to Cart
Click on Check Out.
Note: There is also an option to Continue Shopping.
Once you click on Check Out the following window will open.
151
Printed Documentation
Please ensure the information is correct and click on the Next Button
152
Supply
Please review and ensure any clothing order details are correct. Click the Next Button
153
Printed Documentation
154
Supply
Click on Pay Now
to send your order to CPS HQ for processing.
Note: To bill the Squadron for orders select Squadron for Payment type in Step 3 of 3.
Note: To select another category for ordering use browser back arrows to go back to
the original store page under “Training” or Supplies” This has been tested and will allow
you to fill your cart and empty my carts with all categories.
155
Training Officer
Training Officer Access
Once logged in to WBAS the Training Officer will have access to the following areas
under Squadron Administration which is located in the light blue area on the left. The
topics in the Training Officer Book will assist you with using the Training and Course
Management Access.
For further details on Memberhsip, Financial and Supplies please refer to the
corresponding Officer book in this help menu.
Membership
Financial
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Supply Book
Creating a Course or Event
To create a course in the light blue area on the left click on Squadron Administration
then select Course Management in the menu that opens.
157
Printed Documentation
The following screen will open.
Click on Add Course to access step 1 of 6 as shown below.
158
Training Officer
Note: Please ensure that you make a selection for Event Name, Squadron, Event Type
and Course to prevent issues with your course or event. Not ensuring that all selections
have been made can cause issues when later registering students.
Note: If you do not want the Course or Event online click in the box beside
Please note if there is a check in this
box your Course or Event will not be accessible to the Public.
Once you have made the appropriate selections click the next button
You are not on Add Event Step 2 of 6 and well see the following on your screen
On this page you must first upload any pictures that you would like to use in the Event
Description.
You can then type an Event Description and use the Library Image Button
images
to insert
159
Printed Documentation
Once you are happy with the Event Description click on Next
160
to go to Step 3.
Training Officer
You may use the recurring event option so that the next time your Squadron puts on the
same course of event the entire item does not need to be created you simply change
the dates. Do not replace or change dates or re-use an existing course until it has been
completed and exam marks have been posted. I find it best to use Other for Duration
and enter my dates and times manually.
Click Next when you are ready to move to Step 4.
161
Printed Documentation
Enter your Event or Course location information and click Next.
Enter Event or Course Contact information that you would like to make available to the
public.
Click Next
162
Training Officer
On the last step please ensure you have checked
registration by Credit Card.
to allow
Once you have entered the payment, tax and if necessary cancellation policy click
Submit
and you are done.
163
Printed Documentation
Challenging an Exam a second time
The registration process is similar to registering a new student except that you do not
have to reenter the person's full information in the registration process. Use the
Certificate Number in the original class list Excel sheet to “Search” the person and use
the same person. DO NOT USE the Registration ID which is just that, a course or event
registration unique ID.
The student is no longer available as not all students re-write or write after a “fail” or “did
not write”. To keep the statistical information the student has to be re-registered but the
process is quicker.
Follow these steps:
Export the original Excel class list. Find and use the Certificate Number (7th column) in
the original class list Excel sheet to “Search” the person in the first registration screen
and to select that same person. DO NOT USE the Registration ID (1st column) which is
just that, a course or event registration unique ID. The rest of the registration screen will
be pre-populated with the information you had already entered previously.
Then the student is available again in the Qualification wizard.
Digital Library
The Digital Library is available via Instructor Services then Instructor Training Aids in the
light blue area on the left.
164
Training Officer
Once you click on Instructor Training Aids the following window will open.
165
Printed Documentation
Here you will find links to the Digital Library containing resources for teaching CPS
Courses.
Note: The Digital Library is maintained by CPS Volunteers.
Entering Student Marks
For PCOC and ROC-M Mark entry please follow guidelines in the next topic Online
Processes PCOC or ROC-M Marks.
Please send an email to [email protected] or call Carol Browne at 1-888-CPS-Boat
to inform HQ of any membership details such as family or junior for new memberships
To enter student marks, log in then click on Squadron Administration - Course
Management.
166
Training Officer
Once you have clicked on Course Management you will need to scroll down to see
Maintain Qualification
Click on Maintain Qualifications to access Qualifications step 1 of 2 to enter student
marks.
167
Printed Documentation
Enter the students first and last name then click on Search
If multiple students are found double click on the red underlined name to select the
correct student then proceed in the same manner as if only one student was found.
For a single student found during the search you will see the screen below as you would
after double clicking Officer name as shown above.
168
Training Officer
Click Yes to correct student found then click the next button
169
Printed Documentation
Enter the Exam Mark, Course Status and check if this is to be a Complimentary
Membership then click Submit
NOTE: Training Officers are now able to make corrections to Student name prior to
Course Completion. Once the Course Status is set to Pass please contact Carol
Browne at 1-888-CPS-BOAT or email [email protected] for any changes to student
names.
On Line Processes for Squadron to Enter PCOC or ROC-M Marks
The WBAS process to enter Pleasure Craft Operator Card (PCOC) for BoatPro or Accredited Boating
and Restricted Operator Certificate- Maritime (ROC-M) marks is now available and similar to the
process to enter marks for any other courses as described in the WBAS Help menu www.cpsecp.ca/CPSHelp/Entering_Student_Marks.htm with additional steps required to maintain the Audit
Trail required by these government certification programs.
There are presently 2 new online processes that can be followed: the On Site Electronic Mark Entry
Method or the Off Site Electronic Mark Entry Method. Depending upon the availability of technology
in a given squadron and the availability of Internet access, wired or wireless, in a given exam
location, squadrons may chose one or the other method.
Benefit to Squadrons and Candidates: These two new electronic Mark Entry Processes are made
available to squadrons to improve customer (candidate) service. The use of one of these processes
will help reduce the delay between the time the exam is written and the time the card is issued. The
present paper method and data entry done by Headquarters staff suffers large delays in the spring
and early summer due to all applications being mailed by squadrons at the same time. Even with
hired temporary staff, the backlog can climb up to 5 or 6 weeks when thousands of applications are
received at the same time.
Note: the On Site Electronic Mark Entry Method will be used at the January 2010 Toronto
International Boat show for challenged exams.
For those squadrons and instructors with little or no access to the Internet and WBAS, the Mark
Entry Process by Headquarters Staff will remain available and will continue to follow the present
paper and mail process.
1. On Site Electronic Mark Entry Method
By using the On Site Electronic Mark Entry Method squadrons no longer need to carry paper copies
Applications for PCOC or Applications for ROC-M and the students and examiners no longer need to
complete them. Squadrons will be able to print a PDF temporary certificate once the exam mark has
been entered online. It is the method best suited to demonstrate the fastest customer service to all
candidates writing the PCOC or ROC-M exams if the technology is available in the exam room.
a. Pre Requisite
170
Training Officer
• The course must have been created on the online calendar and all candidates registered. To save
you time, it is recommended that you allow candidates to register online. For walk in candidates,
allow them to register online on the Squadron PC, on the day of the exam, before writing the exam.
• It is recommended that the instructor has a print-out of the registered candidate/student list
• Exam must be marked on location (in the exam room or adjacent to the exam room)
• The student must stay until the exam is marked
• Have a PC or Notebook with Internet access in the exam or marking room
• Have Adobe Reader on the PC
• Have a inkjet or laser printer attached to the PC to print the completion and temporary certificate
• Enough paper and ink for the printer (one sheet per student)
• Exam booklets for each students
• Exam Answer Sheets for each students
• Follow test protocol (click for Test Protocol)
• Back up paper PCOC or ROC-M Application forms in case of technology or Internet access
breakdown
b. Mark the Candidate Exam
i. Verify that the candidates has completed the exam
ii. Verify that the candidate has completed the identification part of the exam answer sheet and that
the information matches that in the registration file and photo identification card.
iii. Use the appropriate marking key to mark the exam.
c. Enter the Candidate Qualification
If the candidate has not been registered to the PCOC or ROC-M course or exam, you must do it
before attempting to enter qualifications (see pre-requisite). Once that is done or if the candidate
was registered go to step c.-i.
i. After the exam is marked, go to “Squadron Administration”. Select “Course Management”
ii. On the “course Management” page, select “Maintain Qualifications”
171
Printed Documentation
iii. On the qualification wizard, you can either enter the student name or just press search for a list of
all candidates registered to a course or exam in your squadron. Click “Search”
iv. Select the name of the candidate by clicking on the correct person’s name
172
Training Officer
v. Confirm that you have found the right candidate “Yes” then select “Next”. Or click on the red
underlined name if multiple students found.
173
Printed Documentation
vi. Verify the Correct Exam Date, the candidate’s name and date of birth**, enter the total exam
mark, change course status form the default “Pass” if the candidates has failed. Ask the successful
candidates if he accepts the one year complimentary membership: if not remove the default tick
mark in the “Complimentary Membership” field. Select Today’s date for the start of the new
complimentary membership. You will see the large calendar after pressing the small calendar graphic
beside the date field. Select “Submit” once all the date is entered and correct.
Warning! For the “Accredited Boating Exam” provided to the Boating course candidates, Regular
membership is included later upon successful completion of the complete 100 question Boating
Exam. Therefore, please remove the default tick mark in the “Complimentary Membership” field.
** Note: If an error is found with the candidate’s name or birth date, staff and volunteers cannot
change it in the database. Include the required correction in the e-mail you will send to CPS
Headquarters as per step e. ix. Also, after you print the temporary certificate in step d. , make the
correction with the pen and have the correction initialled by the examiner and candidate.
vii. The confirmation notice will appear. If the candidate was successful, this is your only chance to
print the temporary certificate of completion without having to contact CPS HQ.
174
Training Officer
d. Print and Save the Certificate of Completion
i. Select “Certificate of Completion”.
ii. A separate Window will open with the PDF Certificate of completion.
iii. Save a copy of the certificate in the format PCOC_lastname_initial.pdf
iv. Print a copy of the certificate on your local printer
v. Have the candidate sign the document. Sign and print your name on the document. Enter the date
on the document.
175
Printed Documentation
vi. The candidate may leave with this temporary certificate. Tell the candidate that the PCOC or ROCM will be printed within 1 to 2 weeks. If the PCOC candidate has opted for the complimentary
membership inform the candidate that a membership card will also be mailed separately and not to
confuse it with the PCOC.
Note: The certificate is generated with a unique “Activity” number at the top. In case of verification
by enforcement authorities, HQ staff could confirm if the certificate is genuine or imitated.
e. Financial and Audit Trail Process
i. At the end of the Mark Entry session, you must submit the applicable Application Fees to be
charged to your squadron account. This will also notify HQ staff that you have processed PCOC
Applications and Membership or ROC-M Applications.
176
Training Officer
ii. Stay on “Squadron Administration” “Course Management” and, just below the “Maintain
Qualification” tool, select PCOC BoatPro Squadron Application Fees, Accredited Boating (PCOC)
Squadron Applications*** or ROC-M Squadron Application Fees.
*** Accredited Boating is the PCOC exam included in the Boating course material kit; it is at no
charge to squadrons.
iii. Enter the appropriate quantity “Qty” of successful (Pass) candidates’ Applications processed that
day, then Select “Add to Cart”
177
Printed Documentation
iv. Verify the content of the cart. You can update the quantity by changing the quantity, then select
“Update”, or you can remove a Line item by selecting “Remove”. Select “Check Out”.
v. On the check out screens, verify your information on page 1 of 3. Select “Next” on page 1 and 2 to
get to page 3 of 3.
vi. Select “Payment Type” “Squadron”. Select Pay Now
178
Training Officer
vii. After “Pay Now”, you will get the Transaction confirmation screen. Your squadron will
automatically be billed the processing fees for the successful candidates.
viii. The successful candidate ROC-M, or PCOC and Membership Card are immediately queued.
ix. e-mail [email protected] to confirm that you have submitted qualifications and financials
online for PCOC or ROC-M for the number of candidates, where the number this time is the number
of all candidates (include fail, and did not write). This step is temporary (1st year) to ensure the
integrity of this new process.
x. Gather all answer sheets. All completed answer sheets must be immediately returned to CPS HQ
by express mail. This is very important for the audit trail in case CPS gets audited by Transport
Canada. A squadron that does not return answer sheets within 2 weeks of the exam being written
will be prevented from using WBAS for any future courses until all the answer sheets have been
received.
2. Off Site Electronic Mark Entry Method
179
Printed Documentation
The advantage of this Off Site Electronic Mark Entry Method is to accelerate the delay between the
time the exam is written and the card is received by the candidates. In this case, paper applications
for PCOC or Applications for ROC-M are still required and are to be used as temporary certificates.
You will also be able to print a PDF temporary certificate once the exam mark has been entered
online in case your squadron wants to present them at a formal squadron graduation event.
a. Exam Location Pre Requisite
• Applications for PCOC or ROC-M for each student
• Exam booklets for each students
• Exam Answer Sheets for each students
• It is recommended that the instructor has a print-out of the registered candidate/student list
• Follow test protocol (click for Test Protocol )
• Exam must be marked on location (in the exam room or adjacent to the exam room)
• The student must stay until the exam is marked
b. Offsite (Officer Home) Location Pre-Requisite
• The course must have been created on the online calendar and all candidates registered. To save
you time, it is recommended that you allow candidates to register online. For walk in candidates,
registration may be done with the application form. You will register them later (Off site)
• Have a PC or Notebook with Internet access in the exam or marking room
• Have Adobe Reader on the PC
• Have a inkjet or laser printer attached to the PC to print the completion and temporary certificate
• Enough paper for the printer (one per student)
c. Mark the Candidate Exam (Exam location)
i. Verify that the candidate has completed the appropriate application form and temporary
certificate and that the information matches that in the registration file and identification card.
ii. Verify that the candidate has completed the identification part of the exam answer sheet and that
the information matches that on the application form, the registration file and identification card.
iii. Verify that the candidates has completed the exam
180
Training Officer
iv. Use the appropriate marking key to mark the exam.
v. Complete the examiner part of the Application form and hand in the candidate copy as a
temporary certificate.
vi. Inform the candidate that this certificate is valid for 90 days. Once the qualifications in step 2. d.
are entered by you or the Squadron officer, the card will be automatically printed and mailed within
1 to 2 weeks. The additional delay will depend upon when the Squadron officer enters the
qualification data online.
vii. If the PCOC candidate has opted for the complimentary membership, also inform the candidate
that a membership card will also be mailed separately and not to confuse it with the PCOC.
d. Enter the Candidate Qualification (Off site or Officer Home location)
If the candidate has not been registered to the course or exam, you must do it before attempting to
enter qualifications (see pre-requisite). Once that is done or if the candidate was registered go to
step d. i.
i. After the exam is marked, go to “Squadron Administration”. Select “Course Management”
ii. On the “course Management” page, select “Maintain Qualifications”
iii. On the qualification wizard, you can either enter the student name or just press search for a list of
all candidates registered to a course or exam in your squadron. Click “Search”
181
Printed Documentation
iv. Select the name of the candidate by clicking on the correct person’s name
182
Training Officer
v. Confirm that
you have found the right candidate “Yes” then select “Next” or click on the red name if multiple
students found.
183
Printed Documentation
vi. Verify the Correct Exam Date, the candidate’s name and date of birth**, enter the total exam
mark, change course status form the default “Pass” if the candidates has failed. Ask the successful
candidates if he accepts the one year complimentary membership: if not remove the default tick
mark in the “Complimentary Membership” field. Select Today’s date for the start of the new
complimentary membership. You will see the large calendar after pressing the small calendar graphic
beside the date field. Select “Submit” once all the date is entered and correct.
Warning! For the “Accredited Boating Exam” provided to the Boating course candidates, Regular
membership is later included upon successful completion of the complete 100 question Boating
Exam. Therefore, please remove the default tick mark in the “Complimentary Membership” field.
** Note: If an error is found with the candidate’s name or birth date, staff and volunteers cannot
change it in the database. Include the required correction in the e-mail you will send to CPS
Headquarters as per step e. ix.
184
Training Officer
e. Print and Save the Certificate of Completion
i. The confirmation notice will appear. If the candidate was successful, this is your only chance to
print or save (for future printing) the temporary certificate of completion without having to contact
CPS HQ. As the candidate already have the Application form as a temporary certificate, you do not
have to complete this step (skip to 2. f. ); however, your squadron may host a graduation event and
you may like to hand in another certificate at that event when presenting the new Associate
Members.
ii. Select “Certificate of Completion”.
185
Printed Documentation
iii. A separate Window will open with the PDF Certificate of completion.
iv. Save a copy of the certificate in the format PCOC_lastname_initial.pdf
v. Print a copy of the certificate on your local printer
186
Training Officer
vi. Have the Examiner or Training Officer sign and print his name on the document. Enter the date on
the document. The graduated candidate may sign the document and use it in lieu of the manual
Application Temporary certificate.
vii. Have a good graduation event!
Note: The certificate is generated with a unique “Activity” number at the top. In case of verification
by enforcement authorities, HQ staff could confirm if the certificate is genuine or imitated.
f. Financial & Audit Trail Process
i. At the end of the Mark Entry session, you must submit the applicable Application Fees to be
charged to your squadron account. This will also notify HQ staff that you have processed PCOC
Applications and Membership or ROC-M Applications.
ii. Stay on “Squadron Administration” “Course Management” and, just below the “Maintain
Qualification” tool, select PCOC Squadron Application Fees, Accredited Boating Mark Entry Summary
or ROC-M Squadron Application Fees.
*** Accredited Boating is the PCOC exam included in the Boating course material kit; it is at no
charge to squadrons.
187
Printed Documentation
iii. Enter the appropriate quantity “Qty” of successful (Pass) Applications processed that day, then
Select “Add to Cart”
188
Training Officer
iv. Verify the content of the cart. You can update the quantity, or remove a Line item. Select “Check
Out”.
v. On the check out screens, verify your information on page 1 of 3. Select “Next” on page 1 and 2 to
get to page 3 of 3.
vi. Select “Payment Type” “Squadron”. Select Pay Now
189
Printed Documentation
vii. After “Pay Now”, you will get the Transaction confirmation screen. Your squadron will
automatically be billed the processing fees for the successful candidates.
viii. The successful candidate ROC-M, or PCOC and Membership Card are immediately queued.
ix. e-mail [email protected] to confirm that you have submitted qualifications and financials
online for PCOC or ROC-M for the number of candidates, where the number this time is the number
of all candidates (include fail, and did not write). This step is temporary (1st year) to ensure the
integrity of this new process.
x. Gather all answer sheets and the Headquarter copy of the application forms (temporary
certificates). All completed answer sheets and application forms must immediately be returned to
CPS HQ by express mail. This is very important for the audit trail in case CPS gets audited by
Transport Canada. A squadron that does not return answer sheets within 2 weeks of the exam being
written will be prevented from using WBAS for any future courses until all the answer sheets have
been received, and the processing of future PCOC or ROC-M candidates will be delayed.
Price List
To access Price List click on Training Department in the light blue area on the left then
on Price List in the main window.
Here you will find a PDF document containing important information on Course Material.
190
Training Officer
Direct link to Price List
Note: Squadron and District Training Officers must go to the Training area of the
Squadron Administration Portal to order course material.
Direct link to Training
This is also available in the light blue area under Squadron Administration - Training.
Ordering Materials
Training Officers may order materials via Squadron Administration - Training.
191
Printed Documentation
Once you click on Training the following screen appears allowing access to Training
Functions.
192
Training Officer
If you are having difficulties placing your order online please contact Bill Spicer at CPS
HQ for assistance via 1-888-CPS-Boat or [email protected]
Note: Once you have placed an order online you will receive a confirmation email within
a few minutes. If you do not receive this email then please contact Bill Spicer at HQ as
your order may not have processed correctly.
Note: Ordering Course material is the same process as Ordering Supplies where you
may add items to cart, continue shopping or check out to process your order.
Note: To bill the Squadron ensure that payment type is set to Squadron on Step 3 of
Check out. This is also shown in Ordering Supplies topic.
Registering Students
Even though you will not be entering the Course Marks for PCOC or ROC students we
appreciate Training Officers taking the time to register these students.
To begin registering students click on Squadron Administration - Course Management
as shown below.
In the main window click on Course Calendar (you may have to scroll down to see
course calendar).
193
Printed Documentation
Once your click on Course Calendar the following window will open.
Enter your Squadron and other information to narrow your search and click on View
Events Now
A search results window will open similar to the following.
194
Training Officer
Note: To prevent searching for each student entry right click on the course name and
open in a new window or new tab.
Once you have opened the course by the course name this window will open click add
to cart
195
Printed Documentation
Note: In the next window ensure that quantity is set to 1 if it is not change the quantity
to one and click on update.
Click on Pay Now
196
Training Officer
Enter the student first and last name and remove the check from members only box or
you may search by entering a members number in the last name field.
Enter the Student name and click search. If multiple names are found double click on
the red underlined name to select the correct CPS Officer then proceed in the same
manner as if only one Officer was found.
For a single CPS Student found during the search you will see the screen below as you
would after double clicking Officer name as shown above.
197
Printed Documentation
Click the next button
198
Training Officer
Note: To ensure database integrity only CPS HQ Staff can make changes to names
and dates of birth. Please send email to [email protected] or contact Ginette
Golden at 1-888-CPS-Boat to make these changes.
199
Printed Documentation
Please confirm the Student details and click next
200
Training Officer
Please do not send receipt emails if you are registering the student as they will call and
ask why they received the email simply check no to Send EMail Acknowledgment or
remove the Send To: email address.
201
Printed Documentation
On Step 5 of 5 if your Squadron has received payment from the student select Payment
Type: Squadron
click on Pay Now
You will then receive confirmation the student has been registered successfully.
202
Training Officer
Click Done
and you have successfully registered a student.
203
Treasurer
Financial Access
When the Treasurer logs into the WBAS System the following selection are available for
this Officer role.
For specific information on Membership and Supply please refer to their respective
books in this help menu.
Dues Activity Report
The Dues Activity Report is available from Squadron Administration - Membership in the
light blue area on the left.
205
Printed Documentation
From the Membership Screen select Dues Activity Report.
The following screen will appear.
Select start and end date for the report as well as the Squadron and District. Click
Submit Report
Another window will open that will state 'Please be patient while your document is being
generated.
You may minimize this window and continue on with your work.'
206
Treasurer
Once the report is generated it will appear in the window as an Adobe PDF file.
You can save and print this document.
Financial Activity Report
To access the Financial Activity Report log in to WBAS in the light blue area on the left
click on Squadron Administration then Financial and the following will open.
Click on Financial Activity Report and make the appropriate Date, Squadron and District
selections in this screen.
207
Printed Documentation
Click Submit Report
Another window will open with the message 'Please be patient while we generate your
report'. Then the report will appear in this window.
You may save or print this report.
208
Treasurer
Squadron and District Financial Statements
To access the Squadron and District Financial Statments log in to WBAS in the light
blue area on the left click on Squadron Administration then Financial and the following
will open.
Click on Squadron and District Financial Statements Form
You are now on the Forms page. Click on Squadron and District Financial Statement
Template.
Click on Open - then fill in the Excel template and submit to Alice Hinton at CPS HQ by
standard mail or via email [email protected] by April 30th of each year.
209
Web Master
Web Master Access
Once logged into WBAS the Web Master will have access to the following areas of
Squadron Administration.
For detailed information please refer to the respective Officer book as shown below.
Membership
Financial
Course Management
Communications
Supplies
Refer to the Membership Book
Refer to the Treasurer Book
Refer to the Training Book
Refer to the Communications Book
Refer to the Supply Book
Accessing Web Content Manager
To access the Web Content Manager, log into WBAS then click on Squadron
Administration
211
Printed Documentation
In the main screen after clicking Web Master click Web Content Manager.
You then have access to edit the following areas by clicking on names in red.
212
Web Master
Note: Only active pages are visible online.
You can edit/create the site Website Banner, and you can edit the circled content and
links. Take a look at www.cps-ecp.ca/Quinte, www.cps-ecp.ca/Niagara, www.cpsecp.ca/Rideau or www.cps-ecp.ca/Brant . Brant and Quinte are live and linked to our
National Web site.
We recommend that the Web Site Banner be kept simple with Squadron Name, Tag
line, and Squadron Burgee or area picture/burgee art work. Replace the pictures of
books by the burgee or other significant art work for your squadron.
The Home page can be edited from the “Welcome to the Homepage” link.
For the other pages, just click on one of the links. You cannot edit the Course and
Events Calendar as they are taken form the National course and event calendars.
Do not edit the “Squadron Home”, “CPS Home”, “Course & Events”, “Events Calendar”
and “CPS Home Page”. The Course & Events” and “Events Calendar” are populated
automatically from the National calendar.
213
Printed Documentation
The content editor is the same as the one used for the Course Event calendar. To make
a page that is not ready to be visible to the public, just de-activate it from the page menu
once you have selected that page to edit.
Instructions on the Content editor screen are provided on the page. Again we have the
same issue as for the course calendar: an uploaded image may not appear immediately
in the “Image gallery”. You will have to save, get out of the page under edit and come
back.
We do not recommend that you use pictures much larger than 200 px by 200px. For an
occasional group picture, you may indulge with a larger one 350 by 350 px.
If you have multiple photos and high resolutions photos, we suggest you link to a one of
many free Photo servers.
The National map will not point to your squadron new site until you are ready and tell us
to do so.
Important - Content Publishing Delay
With a traditional web site, as soon as content is uploaded it is available for viewing on the live
site. A developer can upload a page and immediately go view it to make sure it looks the way it
should The WBAS is a content management system and does not publish immediately.
Therefore, changes made in the Content Editor are not immediately reflected in the live site, and
it may take some time before they are. Remembering this can avoid a considerable amount of
frustration when a page does not update immediately. This also applied to hiding and showing a
link. All changes have this publishing delay. This delay is dependent on various factors,
including how busy the server is. Users have found it may be as long as fifteen minutes or
longer.
This may also be due to your Internet Explorer Settings if you are not set to check for a new page
every time you
Click on the Start button and then click on Control Panel. Then double-click on the Internet
Options icon.
Once you double click on the Internet Options icon you will be presented with a screen similar to
Figure 1 below.
214
Web Master
Figure 1. General Tab of Internet Options
To access the settings for the Temp. Internet files you will click on the Settings button
designated by the blue box in Figure one above. When you click on the Settings button you will
be presented with a screen similar to Figure 2 below.
215
Printed Documentation
The settings dialog shown in Figure 2 is broken down into two sections as described below:
Check for newer versions of stored pages
The options in this section tell Internet Explorer what it should do when you visit a web page.
Every time you visit a web site Internet Explorer stores a copy of this web page in the Temporary
Internet Files folder. When you revisit that same web page, whether or not that information is
downloaded again or taken directly from locally stored copy is decided based upon the setting
you choose in this section. These settings are described below:
Every visit to the page
If you select this option then every time you view a web page that you had viewed previously,
Internet Explorer will check to see if the web page content has been changed since you last
viewed it. If it has changed, Internet Explorer will display the new page and store a copy of it in
the Temporary Internet Files folder.
Setting this selection can increase the time it takes to view a web page, but will guarantee that
you are viewing only the most current content from that page and not content that was stored in
your Temporary Internet Files.
Recommendation: Use this option if you always want to see the most current content of a
particular web site.
Every time you start Internet Explorer
If you select this option Internet Explorer will only check web pages for newer content the first
time you go to it since starting Internet Explorer. That means that if you start Internet Explorer
and visit a web site, Internet Explorer will check for new content. If you go to that site again in
the same session, having not restarted Internet Explorer, the web site will not be checked for
newer content and Internet Explorer will display the content from the Temporary Internet Files.
Using this option can reduce the amount of time it takes to display a web page but there is no
guarantee that the content that is displayed when you revisit a web site is the most current.
If you use this option and want to see the most current version of a web site you can click on the
View menu and then click on Refresh.
Recommendation: Use this option if you only care about seeing the most current content of a
web site during that one session of Internet Explorer. For most people this option is the best
choice.
Automatically
Selecting this option will have Internet Explorer manage how it checks for new content on web
sites. When you visit a web site Internet Explorer will not check for new content when you
revisit a web site during the same session or even the same day. Over time Internet Explorer will
determine whether or not images are changing on the pages you visit, and if they do not change
will check for newer images even less frequently.
Using this option will display the web site in the quickest manner but at the time same give you
no guarantee that you are viewing the latest content.
216
Web Master
If you use this option and want to see the most current version of a web site you can click on the
View menu and then click on Refresh.
Recommendation: With the high speed of Internet connections these days you should generally
not use this option.
Never
With this option Internet Explorer will never check to see if the content on a web site is the most
current and you will always be given the content stored in the Temporary Internet files.
If you want to see whether a specific page has been updated even when this option is selected,
click the View menu, and then click Refresh.
Recommendation: You should never use this option.
The Content Manager
The Content Manager lists all the pages available for editing on the site, along with each page's
status (active or not active) and the date of the last edit to that page.
The following is a list of pages that should be of interest to most Web Masters for editing:
Page Title
Description
Website Banner
This is a banner that is displayed on the top of
every page of the site.
Welcome to the members Homepage
This is the main page that users will see when
they go to the squadron home page at
http://www.cps-ecp.org/squadron
Squadron Home
This is just a link to the squadron home page
and does not have any editable content.
Bridge
A page for information regarding the squadron
bridge
Courses
A link to the course information section on the
national site – not editable here
Course Information
A page for information regarding courses
offered by the squadron
Member Benefits
Events Calendar
A link to the event calendar on the national site
Publications
Squadron publications
History
A page for history of the squadron
217
Printed Documentation
Image Gallery
Classified
Links
A page for links of interest
Contacts
A page for contact information for the
squadron
The following is an example of the left side menu of the Squadron’s home page. It allows a
visitor to your site to navigate to any page by clicking on one of the headings. If any one heading
seems to not be useful for the site, it can be deactivated by following the instructions in the
section “How to Hiding/Showing a Link in the Left Navigation”.
218
Web Master
Using the Web Content Manager for the First Time
When you login to the Web Content Manager for the first time all pages will be activated
(visible) and will have the default “Under Construction” text on them.
1. If you have not edited any content on your site before, the first step is to customize
the “Website Banner” which is displayed on the top of all pages.
2. The “Welcome to the members Homepage” is the first page visitors see when they
visit your site. This is second page you should edit. These two pages are circled in
the following picture.
3. In the next section we will begin by editing the “Website Banner” and continue on to
edit the “Welcome to the members Homepage” and other pages in the following
sections.
219
Printed Documentation
Editing a Page
These steps apply regardless of whether you have added content to a page already or not. If this
is your first time using the Web Content Editor, all pages will be enabled but will have the
default “Under Construction” text on them. For this example, we will edit the “Website Banner”
which is displayed at the top of every page of your site. Perform the following steps from the
Content Manager to edit a page:
1. Before starting these steps, make sure you have logged in and are on the Web Content
Manager screen.
2. Click the underlined heading of a page, eg: “Website Banner”. This will open the
content editor. For a list of pages and their meanings see the section entitled “The
Content Manager”.
220
Web Master
3. When you enter this page for the first time, it will have some default wording. It can
be removed by simply highlighting the text with your mouse and pressing the delete
key on your keyboard. For now, let’s just change the 4 asterisks, “****” to the name
of your Squadron.
221
Printed Documentation
4. Click your mouse right after the “****” and then backspace over them to remove
them. Using the content editor is very much like using a word processor so if you are
familiar with word processing many of the same concepts apply here.
5. Type in the name of your Squadron: eg: “Fredericton”. You should now have a page
that looks like the following: Note: In the menu bar, “size” is for size of the text and
is only available in 7 sizes. If you want to change the style of your text, click “B” for
bold type, “I” for italics, or “U” for underlined type. Remember, there is only so
much space between the picture box and the right side of the page, so your text has to
fit within this space. The smaller the picture the more space you have for your type.
222
Web Master
You can also adjust the alignment of your text by clicking on any of the alignment
buttons (left, center, right, justified).
6. Once you have made all your changes, click the “Update >>” button located at the
bottom of the page.
7. You will be presented with the following screen:
223
Printed Documentation
8. Click “Done”. You will be returned to the Content Manager.
9. You can now repeat this entire section but for the “Welcome to the members
Homepage” page. For now, just place some simple text to greet your visitors. Later
we will learn how to create a more impressive page by adding images.
Editing a Page (For Advanced Users)
For web masters with experience editing Hypertext Markup Language (HTML) code directly,
the Content Editor provides a means to edit the source HTML of a content page. This can be
useful for making formatting adjustments to a page that can only be done through HTML or for
users who wish to editor their content in an external editor such as Dreamweaver. For most
users, the regular Content Editor features are sufficient and it is strongly recommended that all
edits be done in the normal editor unless the user has a very good reason for using the source
editor.
WARNING: If you choose to use this feature be very careful that your HTML is formatted
correctly! Improper coding of tags can corrupt the page editing capability making it
impossible to edit the page again. You are also strongly discoursed from importing HTML
from existing web pages as this can often lead to many problems, including broken pages
and security problems.
To access the Source Editor:
on the Body Content editor window
1. Click on the “View/Edit Source” button
toolbar. This is the last button to the right which looks like a set of angle brackets <>.
224
Web Master
2. A new window will appear showing the source of the page. You may make edits in
this window and then click the “OK” button to save and close the window or you may
simply click the “Apply” button if you wish to save without closing the window.
Along the stop of the Source Editor are 6 buttons:
·
Cut/Copy/Paste – Allows you to cut, copy or paste text from/to the source edit from
other programs.
·
Undo – Undo your changes
·
Redo – Redo changes that have been undone.
·
Search and Replace – Allows you to find and replace text within the page.
These commands function similarly to those found in any word processor or text editor.
Along the bottom of the source editor are several more buttons or controls:
·
Wrap Text – Checking this box will cause text in the editor to wrap at the edge of the
screen instead of allowing it to scroll left-right.
·
Cancel – Abandon all changes
·
Apply – Save Changes
·
Ok – Save and Exit the editor
225
Printed Documentation
Content Editor Features
Before leaving the Content Editor, let’s go over the items that you see on this page. You will
spend most of your time on this screen so it is a good idea to be familiar with what is on it. You
will see several items on the page. Each one is editable:
226
·
Heading: The heading of the page may be entered in the “Heading” field but the
default heading should be acceptable on most pages. This is also the title that appears
in the left-hand navigation menu for those pages that are in the menu.
·
Activate: The Activate check box is used to set whether this content page will be
published (visible) or not. If this box is not checked, then this page will not be
accessible and will not appear in the left-hand navigation. Instructions on how to
hide and show items in the left hand navigation are in the section “Hiding/Showing a
Link in the Left Navigation”.
Web Master
·
Image: Use this area to upload images to the image library. Before an image can be
used on a page it must be added to the image library. See the section on using the
Library Image Function for a more complete description of how to add images to
your pages.
·
Body Content: This editor provides a way to edit your page content. Content may
be pasted from other sources such as MS Word, other word processors or a web
browser. This editor area works similarly to a word processor. Ensure that you use
the “Paste from Word” feature when pasting from Word, other word processors or
HTML sources (Web Pages). See the section on Pasting from Word for more details.
Other aspects of the editor are covered in more detail in following sections.
For more information on using the Content Editor see, the PDF document linked from the Web
Master section of Squadron Administration or use this URL:
https://www.cps-ecp.ca/members/members.asp?WCE=C=62|K=226690
NOTE: At any time, click the “Cancel” button to abandon changes and return to the content
manager.
Linking to Documents on Your Pages – Using the
Database Link Function
The database link function is similar to the Library Image function in that it allows you to use
files that you have uploaded into the WBAS. In this case, instead of displaying an image, a link
is created to a file. When users view a page with a link, they will be able to click the link and
227
Printed Documentation
view the document that you have linked in. This can be useful for posting squadron
communications such as minutes of meetings or newsletters.
It’s best to post documents in a web-accessible format. For example, if you are posting your
meeting minutes or other communications, it is best to convert them into PDF files before
uploading them. That way, people do not need to have the same word processor as you. Adobe
Reader, for viewing PDFs is freely available and is already on most computers. Converting
documents to PDF is beyond the scope of this book since it is different depending on which
program you are using.
Images should be in one of the accepted web formats: JPEG, GIF or PNG.
Pasting Content from a Word processor
For larger amounts of text it is often better to write the content in a word processor such as Word
before putting it on the web. This allows you edit the content more easily and to do spell check
and other operations on it. It also may be the case that you have a document that was previously
created for print but now you would like to publish it to the web. The Paste from Word feature
should be used for this. For content coming from a word processor or another web page you
should always use the Paste from Word feature. Using this feature will clean up the markup in
your Word document and make it suitable for the web. If you do not use this feature, content
pasted in from other web pages may make your site inaccessible or display incorrectly as it may
not interact well with the WBAS. Do not paste content directly into the Content Editor. Instead,
use the “Paste from Word” feature. It is a must that you do this.
Rule of Thumb: If you did not type the content in the WBAS use the Paste from Word feature.
To use the “Paste from a Word program feature, follow these steps. For this example, we will
use a document that was already created in Word. Our document is the History of the
Fredericton Squadron.
1. In Microsoft word (or any other word processor/web browser), select the text you
want to copy and use that program’s copy feature to copy it to the clipboard. In Word
and most Windows programs you can press CTRL-A to select everything and then
CTRL-C to copy it.
2. Back in the WBAS, open the editor for the page you wish to paste the content into.
We will use the History page. Click it’s heading from the Content Manager.
228
Web Master
3. Position your cursor within the document where you would like the pasted content to
appear. In our case, we want to replace the “Under Construction” text with our own
so we select it all, delete it and position our cursor in the top left of the page.
4. In the Content Editor, click the “Paste from Word”
button.
229
Printed Documentation
5. The “Paste from Word” dialog will appear.
6. Copy and paste your content from Word into this dialog and click “OK”.
230
Web Master
7. The window will close and your content will be pasted in the page.
8. You can now use the formatting features of the Content Editor too bar to further
format this text. Don’t forget to click the “Update >>” button once you are done to
save your changes!
Adding an Image to your Page
231
Printed Documentation
1. Position the cursor within your document where you would like the image to appear.
Do not forget this step as it is very important or the image insert will not work!
To do this, click your mouse within the edit window. If you do not see the flashing
cursor within the edit area, click again.
2. Click the “Library Image” button
on the editor toolbar.
3. The Hyperlink dialog will appear.
4. Type an optional text description of the image in the “Title Alt” field, click the image
you wish to insert and then close the dialog.
·
232
The image should now be in your document.
Web Master
NOTE: If you do not see the image you recently uploaded in the Hyperlink dialog, exit
the editor and go back in. It may take some time for images to be made available after
uploading.
Now that the image is in your page you can position it a little better. Let’s move this image to
the top right of the page. To edit the placement of an image that is already in your page you can
drag the image around. If you want to change the image’s alignment, you can do this by clicking
the “Image” button and changing the settings on the screen that pops up.
1. Click on the “Image” button. The “Image” dialog will appear.
233
Printed Documentation
2. Click on the drop-down list for “Alignment” and select “right”.
3. Click the “ok” button to save this change. Your image should move to the right as
show in the picture below.
234
Web Master
Now the image is on the right but it is still not in the correct spot. We want to the image
to be in the very top right. If you now try to drag it to the top right, it will not go
completely to the top right corner. Instead we will have to drag the image to the top left.
The reason for this is because of how HTML works. In order to get the image on the
very right, it must be placed before all the text.
4. Click and drag the image to the spot right before the word “Mission”. You screen
will now look like the following:
Don’t forget to click the “Update >>” button to save the changes to your page!
Uploading an image or document
Before a document is made available in the Database Link, it must be uploaded to the system. To
upload a document, follow these steps. In this example we will upload some meeting minutes
that were converted into PDF.
1. Click “Browse” in the Image and Document Upload area while editing a page
235
Printed Documentation
2. A “Choose File” dialog will open up. Locate the file you wish to upload from you
computer and click the “Open” button. Any file type can be uploaded but remember
that people will need to be able to view these files on the web. Images of types JPEG,
PNG and GIF are acceptable as well as documents from word processors or PDFs.
TIP: It is recommended that you use files that people cannot modify. For example, it is
better to upload a PDF than a Word Document. It’s also important to upload files that
people do not need special software to run, if possible.
3. The “Choose File” dialog will close and you will see the previous screen. Now click
the “”Click to Add File” button. Be patient, it may take some time for the file to be
uploaded to the CPS server depending on how big the file is and how fast your
Internet connection is.
236
Web Master
4. The name of the file should be displayed below the browse dialog.
5. Click the “Update >>” button. This will save the upload. Once you return to the
editor, you should be able to use the Document Link button from the editor toolbar to
add the image to your page. It may take some time before the document you
uploaded is made available. Once the document is uploaded, continue on to the next
section to add a link to your page.
Creating the Link
1. Go back into your document and then type the text you would like to have as a link.
For example, if you are posting your monthly meeting minutes for August, you could
create a link with the title “August 08 Minutes”. Then select this text by clicking and
dragging the mouse over it, the same way you select text in your word processor.
237
Printed Documentation
2. Click the “Database Link” button
appear.
3. Click the
on the editor toolbar. The Hyperlink dialog will
icon next to the file you wish to use and then click the “Insert” button.
4. The text you had selected show now appear as a link (blue underlined text). Don’t
forget to click the “Update >>” to save the changes you have made to your page.
238
Web Master
Using Tables on Content Pages
We will now move on to do some more advanced formatting of a page. In this section we will
edit the “Bridge” page and add a list of the Bridge Members in your Squadron in a table.
However, these same instructions can be used to add a table to any page.
1. From the Web Content Manager screen, click the underlined heading of a page, eg:
“Bridge”. This will open the content editor. For a list of pages and their meanings
see the section entitled “The Content Manager”.
239
Printed Documentation
If you have not edited the “Bridge” page before, you should see the following screen:
240
Web Master
2. Use your mouse to select the “This page is “under construction” text and then delete
it.
3. When all the text is removed, click your mouse inside the content editor so that cursor
is in the upper left corner. When inserting tables, your cursor must be within the
content editor or the insert will not work.
4. Click the “Insert Table”
button on the toolbar. Notice that a small grid will
appear in the bottom right of the content editor. It is pictured below:
241
Printed Documentation
This grid allows you to pick how many rows and columns you want in your table. Use
your mouse to pick how many rows and columns you want in your table by moving your
mouse over the grid and clicking. For example, if you want two columns and 8 rows,
click on the square in the second column and the eight row (see the picture below).
5. Click on the square in the second column and the eighth row of the grid to create an 8
row, 2 column table. If you have fewer bridge officers you can create a smaller
table. If you have more than 7 officers, create an 8 row table for now and we will
242
Web Master
learn how to make a bigger table later. Your screen should now look like the
following. Notice the table on your page. It has light gray outlines around the cells.
Let’s add a heading to the table with “Position” and “Name”. We’ll make the heading
bold so that it stands out from the rest of the table.
6. Click your mouse in the first cell in the first column.
7. Click the Bold
appear in a bold.
button on the toolbar. This will make the next text you type
8. Type the word “Position” into the table cell.
9. Do the same thing for the first cell of the second column, but instead of “Position”
type “Name”. Your screen should now look like the following:
243
Printed Documentation
10. Now continue by entering the positions of names in your table by clicking in each cell
and typing in the information.
11. Once you are done, save the page by clicking the “Update >>” button at the bottom.
Adding Rows to a Table
If you have more than seven bridge officers, the eight row table created above will not be big
enough. To add more rows to your table you can complete the following steps:
1. Click within the last row of your table.
in the toolbar. A small menu will appear near
2. Click the “Edit Table/Cell” button
the bottom right of the content editor.
244
Web Master
3. Click on the “Table Size” item in this little menu. The “Table Size” window will
appear:
4. Click on the button for “Insert Row (Below)”. Click this button for as many new
rows as you want.
5. Once you have added enough rows, click the “Close” button in the bottom right of the
“Table Size” window and you will be returned to your page.
6. Continue adding items to your table. Don’t forget to click the “Update >>” button at
the bottom of the screen to save your page when you are done!
If you need to delete a row or column, place the cursor at the last row or column that requires
deletion and use the same procedure as above but use the “Delete Row” or “Delete Column”
buttons.
Using the Library Image Function
You may wish to add images to your web pages.
If you do not have the material on your hard drive, like Course Covers, and you want to
download them from the CPS website to insert into your web page, you must first go back to
“Squadron Administration and click on “Course Management”
245
Printed Documentation
The Squadron Administration page will now appear. Click on “Library of Course Covers”
246
Web Master
The “Library of Course Covers” link will start the download of a zip file containing all the
course covers. You can open this file to get the course cover you want.
247
Printed Documentation
Once you have the image you would like to upload, using the upload images “browse” button,
you can search for the image on your hard drive and when you click the “open” button the image
is sent directly over the net to the CPS server and stored on its hard drive.
Images should be in one of three formats:
248
o
JPEG – For photographs taken with a digital camera or scanned pictures
o
GIF – For small computer generated images with very few colours, such as
icons and logos.
Web Master
o
PNG – For larger images that are not photographs such as large logos or
drawings.
Now that we have learned how to edit pages and how to find some images, let’s edit our
“Welcome to the members Homepage” page and add an image to it.
1. Click on the “Welcome to the members Homepage” in the Content Manager.
2. You should see the following screen appear. Note that the page in the picture below
is the Fredericton Squadron page and you may have entered different text on your
page:
249
Printed Documentation
Now we are ready to add an image. The first step is to upload an image to the CPS server so that
we can use it in our page.
Uploading an Image (or other file)
Before an image is made available in the Image Library, it must be uploaded to the system. To
upload an image follow these steps:
1. Click “Browse” in the Image and Document Upload area while editing a page
250
Web Master
2. A “Choose File” dialog will open up. Locate the image you wish to upload from you
computer and click the “Open” button. Any file type can be uploaded, but for this
example, we will only use image files of type JPEG, PNG or GIF.
TIP: Make sure the suffix is named at the end your file name such as: boat
sunset .jpg,
boat sunset .png, or boat sunset .gif
3. The name of the file should be displayed below the browse dialog. You should now
be able to use the Library Image button from the editor toolbar to add the image to
your page. It may be necessary to exit the editor before trying to add the image as it
sometimes takes a moment for the image to be available. The name and file will
appear below the browser only once. If you go out then come back to this page, it
does not show.
Hiding/Showing a Link in the Left Navigation
At this point you should have a few simple pages added to your site. Not all squadrons will want
all the links in the left-hand navigation. For example, you may not want to use the “Classified”
page. Notice in the screen shot that all the pages on the Fredericton site have “Active” next to
their names except “Classified” which has “Inactive”. This indicates that “Classified” will not
be shown on the Fredericton site. Hiding pages you are not going to use or pages you are not
going to use right away helps keep your site clean. Visitors do not like browsing a site that has a
lot of useless information or pages that say “Under Construction”. It is better to hide a page until
you have content on it.
To hide or show items on the left navigation follow these steps:
251
Printed Documentation
1. Click on the underlined name of the page you wish to hide or show, eg: “Image
Gallery”. The “Edit Squadron Content” page will be displayed.
2. On the “Edit Squadron Content” page set the check box next to “Activate (if not set,
content is Deactivated)” according to the following:
o
Checked – Page will be displayed
o
Unchecked – Page will be hidden
3. Once you have set the check box, click the “Update >>” button at the bottom of the
page to save this setting.
You can repeat these steps for any page you wish to hide. If the page is already hidden
(deactivated) you can use these steps to show it again.
Create an External Link
Links- How to Create or Change from within content.
• Highlight the text area that you would like to be linked as shown below.
• Click the “Hyperlink” icon.
• From the Hyperlink “Source” dropdown menu, select the type of link you would like
use. (http, mailto, etc.)
252
Web Master
Source menu selection will allow you to choose from web sites, email addresses and
other options.
Target menu selection allows you to choose to open in the same window by selecting
Self, you many use Blank to open in a new window a site outside of CPS. The parent
selection is for future development.
Once complete click insert then okay.
253
Microsoft and PC Contacts
Microsoft Corporation and PC Manufacturer Support Contacts
Note: CPS HQ Support can only provide support for the WBAS System. This
information is provided for the convenience of our members and not supported
or maintained by HQ.
http://support.microsoft.com/contactus/default.aspx?ln=en-ca&ws=canadaen
Select the option that best fits your need
View Product Solution Centers
http://support.microsoft.com/select/
Start here when your Microsoft product is not working as you expected.
Visit the technical product support centers to:
Download the latest product updates
Look up top product issues, error messages, and
troubleshooting
tips
·
Find product help from a discussion group or support
professional
·
Technical product contact information (telephone
numbers, e-mail,
and more)
·
·
View Computer Manufacturers contact information
http://support.microsoft.com/?LN=en-ca&scid=gp%3B%5Bln%5D%3Boemphone&x=18&y=14
If your Microsoft product was installed on your computer when you
purchased it, the computer manufacturer is your primary source of
technical support.
View Customer Service Solution Centers
http://support.microsoft.com/contactus/cu_inventory?ws=canadaen
Find information about non-technical customer service issues such as:
Product sales and licensing
Careers, community affairs, corporate
Replacements, refunds, and rebates
Customer Service contact information (telephone
numbers, e-mail,
·
·
·
·
255
Printed Documentation
and more)
256
Microsoft Internet Explorer
Microsoft Internet Explorer Support Links
Note: a number of issues with Secure Site Access are fixed by Microsoft by updates and service packs,
please ensure your Computer and Internet Explorer are fully up to date by using Windows Update on
your Start Menu.
How to receive support from Microsoft
No-charge support is available for home users by calling 1-866-PCSAFETY in the United States and in
Canada. For international users, contact your local Microsoft subsidiary. For more information about
how to contact your local Microsoft subsidiary for security update support issues, visit the International
Support
Web site: http://support.microsoft.com/common/international.aspx
Links to Internet Explorer Information as provided and maintained by Microsoft.
*** Internet Explorer version 8 has not yet been fully tested***
Microsoft is experiencing known issues with Internet Explorer 8 and Secure Site Connections.
http://support.microsoft.com/kb/813444
Note: District and Squadron Web Master Officers must run Internet Explorer 8 in compatibility mode in
order to access all web master functions.
Some Web sites may not be displayed correctly or work correctly in Windows Internet Explorer 8
http://support.microsoft.com/kb/956197
How to troubleshoot problems accessing secure Web pages with Internet Explorer 6 Service Pack 2;
http://support.microsoft.com/kb/870700
How to troubleshoot situations where you cannot complete MSN sign-up or connect to SSL secured
(128-Bit) Web sites by using Internet Explorer in Windows XP
http://support.microsoft.com/?kbid=813444
*WBAS is an SSL secured site.
How to Delete cookies in IE 6 & 7;
http://support.microsoft.com/kb/278835
How to use security zones in Internet Explorer
http://support.microsoft.com/kb/174360
Issue with RSS Feeds;
257
Printed Documentation
http://support.microsoft.com/kb/278835
When you try to install Windows Internet Explorer 7, you receive an error message: "Internet Explorer 7
could not be installed"
http://support.microsoft.com/kb/917925
Microsoft Support for Internet Explorer 7.0 on XP and VISTA;
http://www.microsoft.com/windows/products/winfamily/ie/iefaq.mspx
Internet Explorer 7 Support Web page:
http://www.microsoft.com/windows/ie/support/default.mspx
A site does not run in the expected security zone in Internet Explorer 7 if the site address in the security
zone uses a wildcard character http://support.microsoft.com/kb/939940/en-us
Internet Explorer browser settings
http://windowshelp.microsoft.com/Windows/en-US/Help/325ee5a0-0fd5-4661-9c02a6ed5be7de9e1033.mspx
Self Help for beginners to ensure that your Internet Explorer is working properly
http://support.microsoft.com/gp/pc_ie_intro/en-us
Internet Explorer Downloads
http://www.microsoft.com/windows/downloads/ie/getitnow.mspx
More useful internet links for troubleshooting Internet Explorer.
http://inetexplorer.mvps.org/answers/17.html
***Links posted on the internet are not maintained by CPS Head Quarters***
258
CPS Terminology
Glossary of CPS Terms
Glossary topics define terms that may be new to the user.
ABCDEFGHIJKLMNOPQRSTUVWXYZ
A
AP Advanced Piloting
AGM Annual General Meeting
ANTO Assistant National Training Officer
AES Atmospheric Environmental Services
B
C
CCG Canadian Coast Guard
CCGA Canadian Coast Guard Auxiliary
CD Compact Disk
CHS Canadian Hydrographic Service
CMAC Canadian Marine Advisory Council
CSBC Canadian Safe Boating Council
CYA Canadian Yachting Association
CN Celestial Navigation
ColRegs Collision Regulations
NomCom Committee on Nominations
CD Course Director
259
Printed Documentation
CurCom Curriculum Committee
D
DNTO Deputy National Training Officer
DSC Digital Selective Calling
DAO District Administrative Officer
D/C District Commander
DEE District Exam Evaluator
DEO District Executive Office
D/Lt District Lieutenant
D/Lt/C District Lietenant Commander
DTO District Training Officer
E
EN Electronic Navigation
EPIRB Emergency Position Indicating Radio Beacon
Exec Dept Executive Department
F
1sr/Lt First Lieutenant
G
GD General Director
GMDSS Global Marine Distress and Safety System
GPS Global Positioning System
GB Governing Board
GBR Governing Board Regulations
260
CPS Terminology
H
HQ Headquarters
HIN Hull Identification Number
I
ICT Information & Communications Technology
IT Instructional Techiques
IT Information Technology (outside of CPS)
J
JN Junior Navigator
K
L
LT/C Lieutenant Commander
M
MAREP
ME Marine Electronics
MEM Marine Electrical Maintenance
MM Marine Maintenance
MMSI Maritime Mobile Service Identity
MDR Model District Regulations
MSR Model Squadron Regulations
N
NASBLA-USA National Association of State Boating Law Administrators
NAO National Administrative Department
261
Printed Documentation
NEO National Executive Officer
NRBAC National Recreational Boating Advisory Council
NTO National Training Officer
N Navigator
NomCom Committee on Nominations
O
OBS Office of Boating Safety
OpCom Operating Committee
P
PC Personal Computer
P/C/C Past Chief Commander
P/D/C Past District Commander
P/Cdr Past Squadron Commander
P Piloting
PFD Personal Floatation Device
PWC Personal Watercraft
PlanCom Planning Committee
PCCC Pleasure Craft Courtesy Check
PCOC Pleasure Craft Operator Card
PRO Public Relations Officer
Q
R
R/C Rear Commander
262
CPS Terminology
NRBAC Regional Recreational Boating Advisory Council
S
S Seamanship
SP Seamanship Power
SS Seamanship Sail
SN Senior Navigator
SVR Small Vessel Regulations
SOLAS Safety of Life at Sea
Sqn Squadron
Cdr Squadron Commander
STO Squadron Training Officer
S/C Staff Commander
S/Lt Staff Lieutenant
T
TD Training Department
U
USPS United States Power Squadrons
V
VHF Very High Frequency
V/C Vice Commander
W
X
Y
263
Printed Documentation
Z
(Rev. 07/31/2006)
264
Index
1
10pt .................................................... 38
128-Bit .............................................. 281
1sr/Lt First Lieutenant....................... 283
A
Abbreviated ...................................... 121
Access Rights .................................... 61
Accessing ......................................... 235
Web Content Manager.................. 235
Activate .................................... 250, 275
Active ............................... 103, 153, 275
Add ............... 21, 73, 158, 163, 255, 268
Cart ............................................... 163
Image............................................ 255
Merit Mark Submission ................... 73
Officer ........................................... 158
Rows ............................................. 268
Add Event Step ................................ 171
Add File ............................................ 259
Click .............................................. 259
Add Merit Mark ................................. 141
Additional Comments ......................... 11
Address .............. 17, 19, 27, 38, 47, 121
Sail Member site ............................. 27
want ................................................ 47
website ..................................... 17, 19
Address Block .................................... 47
Address Prior ..................................... 27
Admin Officer ..................................... 61
Administative Officer .......................... 65
Administration 68, 73, 78, 133, 153, 158
Administration Book ................... 73, 153
Administration Officer ......................... 65
allow ............................................... 65
Administrative Officer ......................... 65
allows .............................................. 65
Administrative Officer Access ............. 65
Adobe ................................................. 28
Adobe PDF file ................. 109, 111, 227
Adobe Reader .................................. 251
Adobe site .......................................... 28
Advanced Users ............................... 248
AES Atmospheric Environmental
Services ........................................ 283
AGM ........................................... 97, 153
AGM Annual General Meeting ......... 283
AGM MAP2 PPT Member Acquisition
Plan ................................................ 97
Aids .................................................... 91
Navigations ..................................... 91
AIX ....................................................... 4
Alice Hinton ...................................... 232
submit ........................................... 232
Alignment ......................................... 255
All Programs....................................... 52
Allow Pop ........................................... 19
allow then click Add ............................ 19
allow WBAS Navigation...................... 17
Allows ................... 1, 17, 65, 78, 84, 248
Administration Officer ..................... 65
Administrative Officer...................... 65
Help Menu ........................................ 1
Allows you to cut, ............................. 248
American .............................................. 2
Amiral ................................................. 15
Answer ............................................. 146
Anti Virus ...................................... 52, 55
AntiVirus ....................................... 52, 55
ANTO Assistant National Training
Officer ........................................... 283
AP Advanced Piloting ....................... 283
Apply ................................................ 248
Apply – Save Changes ..................... 248
Approval ............................................... 9
Pending ............................................ 9
April 30th .......................................... 232
as per ..................................... 78, 83, 84
Inital WBAS Setup .......................... 83
aspx.................................................... 28
Assistant Training Officer ............. 61, 71
Assistant Training Officer Access ....... 71
Atlantic ............................................... 15
August .............................................. 261
August 08 Minutes............................ 261
authorized .......................................... 11
265
Printed Documentation
District Commanders ...................... 11
B
Bearings ............................................. 91
behaviour ........................................... 28
belo .............................................. 78, 84
Bernard Wilcox ................................... 15
Best ................................................ 2, 97
The Web ........................................... 2
Best Practices .................................... 97
BIG SPACE BETWEEN EACH LINE . 38
YOU TRY THE SPACE BAR AND
CARRIAGE RETURN AND YOU
SEE IS ........................................ 38
Bill Spicer ......................................... 210
BlackBerry ............................................ 4
BLANK ............................................... 47
Boat .............................. 9, 182, 210, 212
BOAT ext 28............. 133, 137, 141, 146
Boating Safety .................................. 283
OBS Office .................................... 283
Body Content ........................... 248, 250
button............................................ 248
Bold button ....................................... 263
toolbar........................................... 263
Brant................................................. 235
Brendan Remenyi .............................. 15
[email protected] ......................... 15
Bridge ........................... 48, 68, 153, 263
Change ......................................... 153
Changes ................................... 48, 68
Bridge Changes ............................... 153
ensure........................................... 153
Bridge Lists ................................ 61, 153
Head Quarters .............................. 153
Officer Roles ................................. 153
Officers ........................................... 61
updating ........................................ 153
Bridge Members ............................... 263
Bridge Officers ................................... 61
District list ....................................... 61
broadbrand ........................................... 2
Browse ............................... 47, 259, 269
BROWSER........................................... 4
Browser Based ..................................... 6
Browser Market Share.......................... 4
Business Templates ........................... 97
266
button
Body Content ................................ 248
toolbar........................................... 263
by calling .......................................... 281
by CPS Head Quarters..................... 281
by Ginette Golden at Headquarters .... 38
C
C= ...................................................... 28
ca .. 9, 15, 16, 17, 19, 21, 27, 28, 48, 61,
128, 133, 137, 141, 235, 250
ca ext.................................................. 16
Canada............................................. 281
Canadian Power ............. 1, 9, 17, 27, 59
Help Menu ........................................ 1
WBAS ............................................... 9
Cancel .............................................. 250
Cancel – Abandon ............................ 248
Carol Browne ................................... 182
Carole Browne cbrowne ..................... 16
Cart .................................................. 163
Add ............................................... 163
Cartier ................................................ 15
Category........................................... 163
cbrowne.............................................. 16
CCG Canadian Coast Guard............ 283
CCGA Canadian Coast Guard Auxiliary
...................................................... 283
CD ........................................................ 1
CD Compact Disk ............................. 283
CD Course Director .......................... 283
Cdr Squadron Commander .............. 283
Cell ................................................... 268
CEO ..................................................... 2
Cisco Systems .................................. 2
Certificate Number ........................... 179
Use ............................................... 179
Certification Authority ......................... 28
Challenging ...................................... 179
Exam ............................................ 179
Change Password .............................. 57
Select Yes Button ........................... 57
Change Request Procedures ............. 11
Change Requests .............................. 11
evaluate .......................................... 11
Changes .... 9, 15, 17, 19, 48, 52, 57, 68,
97, 121, 153, 276
Index
Bridge ............................... 48, 68, 153
complete ....................................... 153
Filter................................................ 19
Internet Explorer ....................... 17, 19
Membership ................................ 9, 15
Size................................................. 52
Channel Information ........................... 91
Chart .................................................. 91
Check Adobe Version......................... 28
Check Out ........................................ 163
Checked – Page ............................... 275
Checking .................................. 210, 248
Chief Commander ............................ 146
Choose File .............................. 259, 269
CHS.................................................... 91
CHS Canadian Hydrographic Service
...................................................... 283
Cisco Systems ..................................... 2
CEO .................................................. 2
City ..................................................... 38
Class .................................................... 2
Classified.......................................... 275
Clearances ......................................... 91
CLICK OK YOU WILL SEE THE
FOLLOWING SCREEN .................. 38
click on ................................... 38, 78, 84
CLICK ON ALL ................................... 38
Click on Squadron Administration 78, 84,
121, 153
clicking ...... 28, 103, 133, 137, 141, 153,
158, 182, 212, 235, 259
Add File ........................................ 259
Officer .. 133, 137, 141, 153, 158, 182,
212
Squadron Administration ................ 28
View .............................................. 103
Web Master .................................. 235
Clipper .................................................. 6
close ..................................... 19, 52, 268
Internet Explorer window ................ 52
Close Button....................................... 21
CMAC Canadian Marine Advisory
Council.......................................... 283
CN Celestial Navigation ................... 283
colours.............................................. 269
ColRegs Collision Regulations ......... 283
Commander ............. 48, 68, 73, 78, 153
refer ................................................ 68
the WBAS System .......................... 73
Commander Access ..................... 61, 73
Commanders, Executive Officers ....... 68
Common Industry Standard Products .. 6
Commonly Used Browsers ................... 6
Communicaitons ................................ 61
Communication Preferences ............ 121
Communication Systems...................... 6
Communications ... 73, 83, 84, 121, 153,
235
Communications Book 73, 149, 153, 235
Refer ............................................. 149
Communications Officer ..................... 83
Communications Officer Access ........ 83
Communications Technology ........... 283
complete........................................... 153
Change ......................................... 153
Completion ......................................... 61
Marks .............................................. 61
Complimentary Membership ............ 182
Computer ............................. 78, 84, 281
Computer Science Online .................... 2
confirm ............................................. 212
Student ......................................... 212
Confirm Password .............................. 57
connect............................................. 281
SSL ............................................... 281
Consistent WBAS logouts .................. 52
Consult ........................................... 9, 55
Online Help Menu ............................. 9
contact.............................................. 121
Contact Lynda Green ....................... 146
Container|RefreshD............................ 28
Container|RefreshT ............................ 28
content ..................... 1, 52, 55, 235, 252
Help Menu ........................................ 1
Pasting.......................................... 252
WBAS ............................................. 52
Content Editor .......... 238, 248, 250, 252
leaving .......................................... 250
using ............................................. 250
Content Editor Features ................... 250
Content Manager ..... 241, 244, 252, 269
returned ........................................ 244
267
Printed Documentation
Content Publishing Delay ................. 238
Continue Shopping ........................... 163
option ............................................ 163
Control Panel ................................... 238
Corporate Network ............................. 52
Cost Effective ....................................... 6
Country Name .............................. 30, 38
Course.............. 2, 15, 71, 171, 210, 235
Creating ........................................ 171
edit ................................................ 235
Ordering........................................ 210
Staying.............................................. 2
want .............................................. 171
Course Calendar ........................ 28, 212
Course Contact ................................ 171
Course Covers ................................. 269
Library........................................... 269
Course Directors .............................. 141
Course Event ................................... 235
used .............................................. 235
Course Information ........................... 241
Course Management28, 61, 71, 83, 149,
171, 182, 212, 235, 269
Course Management Access ........... 171
Course Marks ................................... 212
entering......................................... 212
Course Material ................................ 207
Course Registration............................ 61
Course Status .................................. 182
Course/sticker ................................ 9, 16
cps1, 6, 9, 15, 16, 17, 19, 21, 27, 28, 48,
56, 61, 65, 128, 133, 137, 141, 146,
182, 210, 212, 235, 241, 250, 259,
269, 276, 283
net................................................. 269
Ups ................................................. 19
CPS Abbreviations ........................... 283
CPS Courses ................................... 179
teaching ........................................ 179
CPS Headquarters ............................... 6
CPS Home ....................................... 235
CPS Home Page .............................. 235
CPS HQ .... 55, 128, 133, 137, 141, 163,
210, 232
order ............................................. 163
CPS HQ Email Contacts .................... 15
268
WBAS Support ............................... 15
CPS HQ Staff ................................... 212
CPS HQ Support .............................. 279
CPS Instructors .................................... 2
CPS IT Committee ............................... 1
CPS Member Site....................... 19, 121
CPS Members .............................. 1, 121
improved ........................................... 1
CPS Officer Role ................................ 48
CPS Officers ..... 11, 133, 137, 141, 153,
158, 212
CPS Volunteers ................................ 179
CPS WBAS ...................................... 153
CPS WBAS Secure Site ..................... 21
CPS website ..................................... 269
CPS0401 ............................................ 47
CPSA0401 ......................................... 47
Craig Stewart ..................................... 15
[email protected] ............... 15
created ......................... 38, 47, 171, 261
Course .......................................... 171
Excel ............................................... 47
Excel file ......................................... 38
Link ............................................... 261
Credit Card ....................................... 171
CSBC Canadian Safe Boating Council
...................................................... 283
CTRL ................................................ 252
CurCom Curriculum Committee ....... 283
Custom Level Button .......................... 21
Customer Service ............................. 279
Cut/Copy/Paste ................................ 248
CYA Canadian Yachting Association 283
D
D/C District Commander .................. 283
D/Lt District Lieutenant ..................... 283
D/Lt/C District Lietenant Commander
...................................................... 283
dailyillini.com ........................................ 2
Danger Web Browser ........................... 4
Danielle Svetcov .................................. 2
DAO District Administrative Officer .. 283
Database ........................................ 6, 47
Easy Migration .................................. 6
Database Fields ................................. 38
Database Link .......................... 259, 261
Index
Database Link Function.................... 251
Using ............................................ 251
Database Management System ........... 6
date .......................................... 109, 229
Dave Corke ........................................ 15
[email protected] ................. 15
DB3 ...................................................... 6
dbf ...................................................... 47
DBMS ................................................... 6
Deactivated ...................................... 275
Deceased Member ........................... 146
DEE District Exam Evaluator............ 283
defines.................................................. 9
WBAS Support Procedure ................ 9
Delete ............................................... 281
Delete Column ................................. 268
Delete Row....................................... 268
Demonstrated Track Record ................ 6
Implementation ................................. 6
DEO District Executive Office ........... 283
Depth.................................................. 91
Depth Sounders ................................. 91
[email protected] .......................... 15
dialog will appear ..................... 252, 255
Dialup ................................................. 28
Digital Library ................................... 179
links .............................................. 179
Disk .................................................... 52
increase .......................................... 52
District . 61, 78, 106, 111, 133, 137, 141,
146, 227, 229
District Commander Merit Marks ...... 133
District Commanders .................. 11, 146
authorized ....................................... 11
District Financial Statement Template
...................................................... 232
District Financial Statements ............ 232
District Financial Statements Form... 232
District Financial Statments .............. 232
District list ........................................... 61
Bridge Officers ................................ 61
District Officer Role .......................... 101
District Support Representative ............ 9
District Training Officers ............. 91, 207
submitted ........................................ 91
District WBAS Support Contacts ........ 15
[email protected] .............................. 15
DNTO Deputy National Training Officer
...................................................... 283
do not ............................................... 259
DO NOT USE ................................... 179
Registration ID .............................. 179
Document Link button ...................... 259
use ................................................ 259
Document Upload .................... 259, 269
Documentation ..................................... 1
documention....................................... 48
following .......................................... 48
Documents ....... 21, 56, 78, 84, 251, 259
Linking .......................................... 251
Viewing ........................................... 21
Don Griffin .......................................... 15
Don Lassey ........................................ 15
Don Valley Merge ............................... 38
Done......................................... 212, 244
[email protected] .............................. 15
Donna Lankin ..................................... 15
[email protected].............. 15
Drags.................................................. 91
Dreamweaver ................................... 248
DSC Digital Selective Calling ........... 283
DTO District Training Officer ............ 283
Dues Activity Report ................. 111, 227
Dues Reports ..................................... 65
Duration............................................ 171
Other............................................. 171
during ................................................... 2
2006.................................................. 2
E
Easy Migration ..................................... 6
Database .......................................... 6
ecp 9, 15, 16, 17, 19, 21, 27, 28, 48, 61,
128, 133, 137, 141, 235, 241, 250
ed ......................................................... 2
EDIT INDIVIDUAL DOCUMENTS ...... 38
EDIT RECIPIENT LIST ...................... 38
Edit Source....................................... 248
Edit Squadron Content ..................... 275
Edit Table ......................................... 268
editable..................................... 241, 250
Editing .............................. 235, 244, 248
Course .......................................... 235
269
Printed Documentation
Hypertext Markup Language ........ 248
Page ..................................... 244, 248
editing a.................................... 259, 269
Education Market ................................. 2
hold ................................................... 2
eg ..................................... 244, 263, 275
Electronic Positioning ......................... 91
email.... 9, 15, 47, 48, 59, 128, 153, 182,
210, 212, 232, 276
find .................................................. 47
following ............................................ 9
received ........................................ 212
send .............................................. 182
email merit........................ 133, 137, 141
emailed............................................... 16
Lynda Green ................................... 16
emails ........................................... 9, 212
EN Electronic Navigation.................. 283
End Dates ........................................ 158
End User .............................................. 6
Enrollment ............................................ 2
ensure .............................................. 153
Bridge Changes ............................ 153
Enter Event ...................................... 171
Entering ... 133, 137, 141, 153, 158, 182,
212
Course Marks ............................... 212
Exam Mark ................................... 182
Officer list ...................................... 153
Officers ......................................... 158
Officer's......... 133, 137, 141, 153, 212
Student Marks .............................. 182
EPIRB Emergency Position Indicating
Radio Beacon ............................... 283
eschoolnews ........................................ 2
Escrow ................................................. 6
Estuaire St.......................................... 15
ETC .................................................... 38
evaluate.............................................. 11
Change Requests ........................... 11
Event Description ............................. 171
Event Name ..................................... 171
Event Type ....................................... 171
Events ................................ 83, 171, 235
Events Calendar ....................... 235, 241
Exam ................................................ 179
270
Challenging ................................... 179
Exam Mark ....................................... 182
Enter ............................................. 182
Excel ..... 21, 28, 30, 38, 47, 78, 84, 103,
179, 232
created............................................ 47
exporting ......................................... 28
in order to generate ........................ 84
name............................................... 47
receive ............................................ 30
Excel 97 ............................................. 30
Excel Downloads Book................. 78, 84
Excel file ....................................... 38, 47
Create ............................................. 38
Excel file may ..................................... 47
name of........................................... 47
Excel This......................................... 103
Exec Dept Executive Department .... 283
Executive Officer ............ 48, 61, 73, 153
existing ................................................. 6
Restricted Operator Certificate ......... 6
Solutions ........................................... 6
Exit ................................................... 248
exporting ............................................ 28
Excel ............................................... 28
External Link .................................... 276
F
F1 ....................................................... 50
Facilities ............................................... 6
Family................................................. 16
FAQ .......................................... 9, 28, 56
FAQDocument ................................... 28
Figure ............................................... 238
file containing ................................... 269
File Edit .............................................. 47
Files............................................ 30, 149
Filter ............................................. 19, 78
change ............................................ 19
Financial 65, 71, 73, 83, 89, 91, 97, 101,
153, 163, 171, 229, 232, 235
Financial Access .............................. 227
Financial Activity Reports ........... 65, 229
find ............................................. 47, 207
email ............................................... 47
PDF .............................................. 207
Finish.................................................. 30
Index
FINISH MERGE ................................. 38
Firefox ............................................ 4, 27
Firewall Warning ................................ 52
First Name.......................................... 30
First Time ......................................... 243
First_Name......................................... 38
following ......................................... 9, 48
documention ................................... 48
email ................................................. 9
following link ....................................... 28
select .............................................. 28
following window ................................ 38
see .................................................. 38
footer .................................................. 50
Footer button ...................................... 50
toolbar............................................. 50
forbes ................................................... 2
Forgot Your Password........................ 59
form .................................. 146, 232, 235
HQ ................................................ 146
National ........................................ 235
Forum Link For Members ................... 15
Fredericton ....................................... 244
Fredericton site ................................ 275
Fredericton Squadron............... 252, 269
History .......................................... 252
FreeBSD .............................................. 4
FREQUENTLY ASKED QUESTIONS . 1,
28
from almost .......................................... 2
functions ............................................... 4
WBAS ............................................... 4
Future ................................................... 2
into .................................................... 2
Future Needs ....................................... 6
Staff .................................................. 6
G
GB Governing Board ........................ 283
GBR Governing Board Regulations . 283
GD General Director......................... 283
General Tab ..................................... 238
Internet Options ............................ 238
Georgia Trent ..................................... 15
get ...................................................... 52
Overflow ......................................... 52
GIF ................................... 251, 259, 269
Ginette Golden ................................. 212
[email protected] ................... 15
Global Campus Initiative ...................... 2
GMDSS Global Marine Distress ....... 283
Go Daddy ........................................... 27
GO TO................................................ 38
GPS Global Positioning System ....... 283
grades@cps ................................... 9, 16
Grows ................................................... 2
Guy Ladouceur................................... 15
Guy Morazain ..................................... 15
[email protected] ........................... 15
H
Hardware Manufacturer........................ 1
Head Quarters.................................. 153
Bridge list ...................................... 153
Header ............................................... 50
Heading ............................................ 250
Heights ............................................... 91
Help & Special Cases......................... 61
Help about login ................................. 28
Help Menu .................................. 1, 9, 28
allows ................................................ 1
Canadian Power ............................... 1
contents ............................................ 1
refer ................................................ 28
Hiding ....................................... 241, 250
How .............................................. 241
Hiding/Showing ................................ 275
Link ............................................... 275
HIGHLIGHT THE FIRST ADDRESS ON
THE FIRST LABEL ......................... 38
HIN Hull Identification Number ......... 283
History .............................................. 252
Fredericton Squadron ................... 252
use ................................................ 252
History Settings window ..................... 52
hold ...................................................... 2
Education Market .............................. 2
Home................................................ 235
Homepage........ 235, 241, 243, 244, 269
Welcome....................................... 235
How
Hiding ........................................... 241
HP-UX .................................................. 4
HQ ............ 9, 28, 61, 146, 182, 210, 279
271
Printed Documentation
form .............................................. 146
HQ Headquarters ............................. 283
HTML ........................... 2, 248, 250, 255
importing ....................................... 248
https ................................. 9, 27, 28, 250
Hyperlink .......................................... 276
Hyperlink dialog ........................ 255, 261
Hypertext Markup Language ............ 248
editing ........................................... 248
I
i.e. ...................................................... 38
iCab ...................................................... 4
ICT Information ................................ 283
ID...................... 133, 137, 141, 158, 179
IE 28, 281
if possible ......................................... 259
Ignore ............................... 133, 137, 141
Member ID .................... 133, 137, 141
Image ....................... 235, 255, 259, 269
Adding .......................................... 255
Uploading ............................. 259, 269
Image Gallery ........................... 241, 275
Image Library ................................... 269
Immediate Past Commander........ 61, 89
Immediate Past Commander Access . 89
Implementation ..................................... 6
Demonstrated Track Record ............. 6
Important .......................................... 238
importing .......................................... 248
HTML ............................................ 248
improved .............................................. 1
CPS Members .................................. 1
in a ................................................... 251
in order to generate ...................... 83, 84
excel ............................................... 84
Inactive ............................................. 275
increase.............................................. 52
Disk................................................. 52
Technical Reason ........................... 52
increments.......................................... 52
50MB .............................................. 52
Index .................................................... 1
Inital WBAS Setup ........................ 83, 84
as per.............................................. 83
Initial Configuration............................... 9
Initial Internet Explorer Security Setup 28
272
Initial Setup ........................................ 28
refer ................................................ 28
Initial WBAS Setup ............... 78, 84, 103
Insert ................................................ 261
Insert Merge ....................................... 30
Insert Merge Fields............................. 38
Insert Row ........................................ 268
Insert Table ...................................... 263
INSTEAD OF...................................... 38
Instructor Services............................ 179
Instructor Training Aids .................... 179
International Support ........................ 281
Internet ........................... 2, 56, 238, 259
speed ............................................ 238
Internet Browser Market Share ............ 4
Internet Explorer 1, 4, 17, 19, 27, 28, 52,
56, 238, 281
Changes ................................... 17, 19
starting .......................................... 238
Internet Explorer 7.0 ......................... 281
Microsoft Support.......................... 281
Internet Explorer Downloads ............ 281
Internet Explorer Information ............ 281
Links ............................................. 281
Internet Explorer Initial Setup ............. 28
Internet Explorer Settings ................. 238
Internet Explorer Temporary Internet
Files ................................................ 52
Internet Explorer Web Browser Window
........................................................ 17
Internet Explorer window .............. 28, 52
close ............................................... 52
Internet Options........ 17, 21, 28, 52, 238
General Tab .................................. 238
Internet Options icon ........................ 238
Internet Options Privacy Tab .............. 19
into ......................................... 2, 78, 235
Future ............................................... 2
Introduction .......................................... 1
iPhone .................................................. 4
iPod iTouch Safari .............................. 28
is available ....................................... 281
IT 6, 11
IT Committee .............................. 1, 9, 11
IT Information Technology................ 283
IT Instructional Techiques ................ 283
Index
it's the kind of ....................................... 2
J
January ................................................ 4
Jeff Evans .......................................... 97
Jim Brown .......................................... 97
JN Junior Navigator .......................... 283
John Chambers .................................... 2
JPEG ................................ 251, 259, 269
jpg .................................................... 269
Junior Member ................................... 16
K
Konqueror ............................................ 4
L
Label Options ............................... 38, 47
labels .................................................. 30
Labels Office 2007 ............................. 38
Printing ........................................... 38
Labels Office 97 ................................. 47
Printing ........................................... 47
Landmarks ......................................... 91
Lapsed ............................................. 146
Last Name .................................... 30, 38
Last_Name ......................................... 38
Laurent ............................................... 15
leaving .............................................. 250
Content Editor ............................... 250
Left Navigation ................. 241, 250, 275
Let's add a ........................................ 263
Library .............................................. 269
Course Covers .............................. 269
Library Image ........................... 251, 255
Library Image button ................ 171, 269
use ........................................ 171, 269
Library Image Function............. 250, 269
Using .................................... 250, 269
Life ................................................... 283
SOLAS Safety .............................. 283
Light Blue ................................. 153, 158
Link.... 1, 55, 56, 97, 141, 179, 241, 250,
251, 261, 275, 281
Creating ........................................ 261
Digital Library ................................ 179
Documents ................................... 251
Hiding/Showing ............................. 275
Internet Explorer Information ........ 281
Microsoft Support.............................. 1
National Training Department WBAS
Link ........................................... 141
Showing ................................ 241, 250
link will .............................................. 269
Linux..................................................... 4
Locating.............................................. 91
Object ............................................. 91
Login button ................................. 48, 59
logins .................... 48, 52, 59, 78, 83, 84
Secure Sites ................................... 52
Loran .................................................. 91
Lotus Notes .......................................... 4
Low............................................... 19, 21
Reset Custom Settings ................... 21
LT/C Lieutenant Commander ........... 283
Lynda Green .............. 16, 133, 137, 141
emailed ........................................... 16
Lynda Green lgreen............................ 16
[email protected] ........................... 15
Lyse Renaud ...................................... 15
M
Mac ................................................ 4, 28
MACs ................................................. 28
Magazine .......................................... 121
Mail Merge Recipients ........................ 38
Mailing .......................................... 30, 38
Mailings .............................................. 47
Main Welcome Page .......................... 57
Maintain.................................. 55, 56, 68
Officer Roster ................................. 68
Maintain Officer Roster..................... 153
Maintain Qualifications ..................... 182
Maintenance......................................... 6
MAREP ................................ 61, 91, 283
Marep Manual .................................... 91
Marep Marine ..................................... 91
MAREP Officer ................................... 91
Marep Report ..................................... 91
Marina Reporting Form ...................... 91
Maritime ............................................... 6
Mark Hours Search .......................... 141
Mark Level........................ 133, 137, 141
Mark Submission Search ................. 133
Market .................................... 6, 97, 149
Marketing Presentations..................... 97
Marketing Seminar PPT ..................... 97
273
Printed Documentation
Marks ................................... 61, 68, 137
Completion ..................................... 61
Match Fields ....................................... 47
Materials..................................... 97, 210
Ordering........................................ 210
MB ...................................................... 97
mcafee ............................................... 28
McAffee Anti ....................................... 28
MDR Model District Regulations ...... 283
ME ...................................................... 28
ME Marine Electronics ..................... 283
MEM Marine Electrical Maintenance 283
Member ........................ 11, 97, 121, 146
Member Benefits .............................. 241
Member ID ............... 121, 133, 137, 141
Ignore ........................... 133, 137, 141
Member ID number .......................... 121
Member Profiles ......................... 65, 121
Member site ......................... 17, 27, 153
Memberhsip ..................................... 171
Membership .... 9, 15, 16, 65, 71, 73, 83,
89, 91, 97, 101, 103, 106, 109, 111,
121, 128, 153, 163, 227, 235
Changes ..................................... 9, 15
Membership Book ... 71, 73, 89, 97, 149,
153, 163, 171, 235
refer .............................. 149, 163, 171
Membership Officer .................. 101, 121
Membership Officer Book ........... 65, 101
refer ................................................ 65
Membership Page .................... 103, 106
Membership Renewal Statistics ....... 106
Membership Reports .......................... 65
Membership Screen ......... 109, 111, 227
merit ...... 9, 15, 16, 61, 68, 73, 133, 137,
141, 146
Merit Mark ..... 9, 15, 16, 61, 68, 73, 133,
137, 141, 146
Officer ........................... 133, 137, 141
Select Add .................................... 133
Merit Mark Administration................... 68
Merit Mark Hour Search ..................... 61
Merit Mark Hours .............................. 141
Merit Mark Special Cases ................ 146
Merit Mark Submission ............... 73, 133
Add ................................................. 73
274
Merit Mark Submission Search .......... 61
microsoft.. 28, 56, 78, 84, 103, 252, 279,
281
Microsoft Corporation ....................... 279
Microsoft fixes .................................... 56
Microsoft Internet Explorer ................... 4
Microsoft Internet Explorer Support
Links ............................................. 281
Microsoft Office 2007 ......................... 38
Microsoft Pocket Internet Explorer ....... 4
Microsoft Products................................ 4
Microsoft Support ......................... 1, 281
Internet Explorer 7.0 ..................... 281
links .................................................. 1
Microsoft Tips ..................................... 28
Microsoft Windows ............................. 28
Midwest ................................................ 2
Midwestern ........................................... 2
Mike Harwood .................................... 15
Missing Member ............................... 146
Mission ............................................. 255
[email protected] ................. 15
MM Marine Maintenance .................. 283
MMSI Maritime Mobile Service Identity
...................................................... 283
Most WBAS ........................................ 28
move ................................................ 171
Step .............................................. 171
Mozilla .................................................. 4
MS Word .......................................... 250
MSN ................................................. 281
MSR Model Squadron Regulations .. 283
My ...................................................... 30
My Data Sources ................................ 38
My Profile ........................................... 57
selecting ......................................... 57
N
N Navigator ...................................... 283
Name.......................... 47, 158, 163, 263
Excel ............................................... 47
name of .............................................. 47
Excel file may ................................. 47
NAME/ADDRESS............................... 38
NAO National Administrative
Department ................................... 283
NASBLA-USA National Association . 283
Index
State Boating Law Administrators . 283
National ............................ 6, 61, 97, 235
form .............................................. 235
Submit ............................................ 61
use .................................................... 6
National Commitees ......................... 149
National Committee Chairs ........ 61, 137
National Committee Chairs Merit Mark
........................................................ 61
National Committees ............ 91, 97, 137
National Merit Marks ........ 133, 137, 141
Submit .......................................... 137
National Training Department ............ 61
National Training Department WBAS
Link ......................................... 61, 141
link ................................................ 141
National Training Officers ................. 141
National Web site ......................... 6, 235
Navigations ........................................ 91
Aids................................................. 91
NEO National Executive Officer ....... 283
net .................................................... 269
CPS .............................................. 269
Net Application ..................................... 4
NetBSD ................................................ 4
Netscape .............................................. 4
Network .............................................. 52
New Applications .............................. 128
New Membership Details ................... 16
New Template .................................... 50
News .................................................... 2
Next ................................ 47, 57, 73, 171
Next Arrange Your Labels .................. 47
Next Button ................................ 57, 163
Next- Preview ..................................... 47
Next-Complete ................................... 47
Next-Select Recipients ....................... 47
Niagara............................................. 235
Niagara District ................................... 15
Nintendo Wii ......................................... 4
No-charge ........................................ 281
NomCom Committee on Nominations
...................................................... 283
Norton 360 ......................................... 52
Not Matched ....................................... 47
NOTE ........................... 38, 48, 250, 255
November............................................. 4
NRBAC National Recreational Boating
Advisory Council ........................... 283
NRBAC Regional Recreational Boating
Advisory Council ........................... 283
NT ...................................................... 28
NTO National Training Officer .......... 283
nwsource .............................................. 2
O
Object ................................................. 91
Locating .......................................... 91
OBS Office ....................................... 283
Boating Safety .............................. 283
Observations ...................................... 91
occasionaly ........................................ 52
of the ................................................ 263
Officer...... 61, 68, 71, 73, 78, 89, 91, 97,
133, 137, 141, 149, 153, 158, 163,
171, 182, 210, 212, 227, 235
Add ............................................... 158
Bridge list ........................................ 61
clicking . 133, 137, 141, 153, 158, 182,
212
Enter ..... 133, 137, 141, 153, 158, 212
Merit Marks ................... 133, 137, 141
Training................................... 61, 210
Officer Access ............................ 97, 171
Training......................................... 171
Officer Directory ................................. 78
Officer Directory Search ..................... 61
Officer list ......................................... 153
enter ............................................. 153
Officer Position ................................. 158
Officer Role ............................ 1, 61, 153
Bridge list ...................................... 153
Officer Roster ..................................... 68
Maintain .......................................... 68
Officer's Merit Marks ........ 133, 137, 141
OK .................... 30, 38, 47, 52, 248, 252
Okay ....................................... 17, 19, 21
on MS Word 97 .................................. 38
on the ............................. 78, 84, 97, 281
on the CPS site .................................. 52
Online ....................................... 2, 84, 97
Online Course Trends .......................... 2
Online Education .................................. 2
275
Printed Documentation
Online Form ....................................... 11
Online Help Menu .......................... 9, 48
Consult ............................................. 9
Online Membership Directory ... 103, 106
Online Squadron Directory ........... 83, 84
Opcom................................................ 61
Opcom Members ................................ 61
WBAS Tools ................................... 61
OpCom Operating Committee .......... 283
Open .................... 78, 84, 232, 259, 269
Open .................................................. 38
Open Architecture Technology ............. 6
Open Internet Explorer ....................... 52
OpenBSD ............................................. 4
Opera Mini............................................ 4
Operating ............................................. 4
System Market Share ....................... 4
OPERATING SYSTEM ........................ 4
option ......................................... 84, 163
Continue Shopping ....................... 163
Ordering ................................... 163, 210
Course .......................................... 210
CPS HQ ........................................ 163
Materials ....................................... 210
Supplies ........................................ 163
Ordering Supplies ............................ 210
org .................................................... 241
Other ................................................ 171
Duration ........................................ 171
Our Certification ................................. 27
ouSCP .................................................. 4
Overflow ............................................. 52
get................................................... 52
P
P Piloting .......................................... 283
P/C/C Past Chief Commander ......... 283
P/Cdr Past Squadron Commander ... 283
P/D/C Past District Commander ....... 283
Page ................................. 244, 248, 255
Editing................................... 244, 248
Page Layout ....................................... 38
Page Title ......................................... 241
page visitors ..................................... 243
page will ........................................... 275
PARAGRAPH..................................... 38
Password ..................................... 57, 59
276
Paste ........................................ 250, 252
use ................................................ 252
Paste from Word .............................. 252
Pasting ..................................... 250, 252
Content ......................................... 252
Patrick Gagne .................................... 15
[email protected] ............. 15
Paul Clissold ...................................... 97
Pay Now ................................... 163, 212
Payment ........................................... 163
Squadron ...................................... 163
Payment Type .................................. 212
pc is .............................................. 83, 84
PC Manufacturer Support Contacts.. 279
PC Personal Computer .................... 283
PCCC Pleasure Craft Courtesy Check
...................................................... 283
PCOC ........................................... 6, 212
PCOC Pleasure Craft Operator Card 283
PCSAFETY in the United States ...... 281
PDF ............ 28, 149, 207, 250, 251, 259
find ................................................ 207
viewing.......................................... 251
Pending .......................................... 9, 11
Approval ........................................... 9
Posting............................................ 11
Per Site Privacy Actions ..................... 17
Percent-2840066 .................................. 2
PFD Personal Floatation Device ...... 283
Phil Devitt ........................................... 15
Photo ................................................ 235
PlanCom Planning Committee ......... 283
Playstation............................................ 4
Please 71, 73, 84, 89, 97, 109, 111, 153,
163, 171, 227, 229, 235
please ensure ..................................... 84
Pleasure Craft Operator Card .............. 6
PMD ................................................... 15
PNG ................................. 251, 259, 269
Pop ..................................................... 19
popup ................................................. 19
Position .................... 133, 137, 141, 263
Postal Code........................................ 38
Postal_Code....................................... 38
Posting ............................................... 11
Pending .......................................... 11
Index
PR Manual ....................................... 149
President Merit Marks ...................... 137
Preview .............................................. 30
PREVIEW RESULTS ......................... 38
Previous Year Forgotten Submission146
Price List .......................................... 207
Printing ................................. 38, 47, 149
Labels Office 2007 .......................... 38
Labels Office 97 .............................. 47
Privacy Tab ........................................ 17
PRO Public Relations Officer ........... 283
PROCEDURE TO PRINT LABELS .... 38
Profile ................................................. 57
Prompt................................................ 21
Proposal ............................................... 6
Request ............................................ 6
Proprietary Software............................. 6
provided ............................................. 11
WBAS District Rep.......................... 11
Provider List ....................................... 61
Province Code .................................... 38
Province_Code ................................... 38
pt 38
Public ......................................... 97, 171
Public Relations ......................... 97, 149
Public Relations Officer .............. 61, 149
WBAS System .............................. 149
Public Relations Officer Access ....... 149
PWC Personal Watercraft ................ 283
px ..................................................... 235
Q
Qualifications............................ 179, 182
Quinte......................................... 15, 235
Quote ................................................. 11
Specification ................................... 11
R
[email protected] ..................... 15
R/C Rear Commander...................... 283
Radar ................................................. 91
Real One .............................................. 2
receive........................................ 30, 212
email ............................................. 212
Excel ............................................... 30
Redo – Redo .................................... 248
refer 28, 65, 68, 71, 73, 89, 97, 149, 153,
163, 171, 235
Commander .................................... 68
Communications Book .................. 149
Help Menu ...................................... 28
Initial Setup ..................................... 28
Membership Book ......... 149, 163, 171
Membership Officer Book ............... 65
Supply Book ......................... 149, 171
Training Officer Book .................... 149
Treasurer Book ..................... 149, 171
Web Master Book ......................... 149
Refresh............................................. 238
RefreshS ............................................ 28
RefreshT ............................................ 28
Registering ....................................... 212
Students ....................................... 212
Registration ID ................................. 179
DO NOT USE ............................... 179
Rejoin ............................................... 128
Related Question ............................. 146
remove ............................................. 212
Send To ........................................ 212
Rene Mailoux ..................................... 15
Re-open ............................................. 52
Rep..................................................... 11
Replace ............................................ 248
Report .......................................... 19, 61
Training........................................... 61
Request ................................................ 6
Proposal ........................................... 6
Reset Button ...................................... 21
Reset Custom Settings....................... 21
Low ................................................. 21
Restricted Operator Certificate ............. 6
existing ............................................. 6
retrieve ............................................... 59
returned ............................................ 244
Content Manager .......................... 244
RFP ...................................................... 6
Rideau ........................................ 15, 235
ROC ............................................. 6, 212
Rows ................................................ 268
Adding .......................................... 268
RSS Feeds ....................................... 281
Rule .................................................. 252
Thumb .......................................... 252
277
Printed Documentation
S
S Seamanship .................................. 283
S/C Staff Commander ...................... 283
S/Lt Staff Lieutenant ......................... 283
Safari .................................................. 27
Safari Certification Warning................ 27
Safety System .................................. 283
Sail Member site ................................ 27
Address .......................................... 27
Sail Squadron ....................... 1, 9, 17, 59
Sailing ................................................ 91
San Francisco ...................................... 2
Save ............................... 38, 78, 84, 248
Save As ............................................ 149
SCO ..................................................... 4
screen below ...................................... 30
Sea ................................................... 283
Search ................................ 78, 179, 182
seattlepi ................................................ 2
second time ...................................... 179
Secretary ........................ 48, 68, 73, 153
see .................................................. 68
the WBAS System ........................ 153
Secretary Access ............................. 153
Secure Access ................................... 17
Secure Site Access .......................... 281
Secure Sites ................................. 52, 56
logins .............................................. 52
Security Tab ....................................... 21
Select.............................................. 21
see ......................................... 30, 38, 68
following window ............................. 38
Secretary ........................................ 68
window below ................................. 30
See Operating System ......................... 4
select ................ 21, 28, 57, 84, 109, 158
following link ................................... 28
My Profile ........................................ 57
Security Tab ................................... 21
Squadron .............................. 109, 158
Select Add ........................................ 133
Merit Mark ..................................... 133
Select Data Source ............................ 38
Select LABELS ................................... 47
Select Letters ..................................... 47
Select Listing .................................... 163
278
Select Login ....................................... 59
Select Mail Merge............................... 47
Select recipient ............................. 30, 38
Select Table ................................. 30, 47
Select Tools ....................................... 47
Select Two Tone Cap ....................... 163
Select Yes Button ............................... 57
Change Password .......................... 57
selecting Self .................................... 276
Self Help........................................... 281
send ................................................. 182
email ............................................. 182
Send EMail Acknowledgment........... 212
Send To............................................ 212
remove.......................................... 212
Service Pack .................................... 281
set .................................................... 210
Squadron ...................................... 210
SET BOTH TO ................................... 38
Settings .............................................. 19
Settings button ................................. 238
Ships Store......................................... 97
Show Listings ................................... 163
Showing ................................... 241, 250
Link ....................................... 241, 250
shtml..................................................... 2
signed................................................. 48
Sites Button .................................. 17, 21
Size .................................................... 52
Changing ........................................ 52
Skills ................................................... 91
[email protected] ...................... 15
Sloan Foundation ................................. 2
SN Senior Navigator......................... 283
so that it stands ................................ 263
Software ......................................... 1, 55
Software Vendors ............................... 55
SOLAS Safety .................................. 283
Life ................................................ 283
Solutions ........................................ 6, 55
Existing ............................................. 6
Source Editor ................................... 248
stop ............................................... 248
SP Seamanship Power .................... 283
Special Committee Access................. 61
Specification ....................................... 11
Index
Quote .............................................. 11
speed ............................................... 238
Internet ......................................... 238
Spring ................................................. 61
SpyWare ............................................ 28
Sqn Squadron .................................. 283
Squadron... 61, 65, 78, 83, 84, 101, 106,
109, 111, 112, 133, 137, 141, 146,
149, 153, 158, 163, 171, 210, 212,
227, 229, 232, 235, 241, 244, 263
Payment ....................................... 163
select .................................... 109, 158
set ................................................. 210
supplies .......................................... 65
Squadron Administration . 28, 48, 65, 68,
73, 83, 91, 101, 103, 106, 109, 111,
112, 128, 133, 149, 153, 158, 163,
171, 182, 207, 210, 212, 227, 229,
232, 235, 250, 269
clicking ............................................ 28
Squadron Administration Portal........ 207
Squadron Burgee ............................. 235
Squadron Commander ................. 48, 73
Squadron Directory ...................... 83, 84
Squadron Home ....................... 235, 241
Squadron Name ............................... 235
Squadron Secretary ..................... 48, 61
Squadron Unpaid Report.................. 109
Squadron Volunteers............................ 6
Squadron Web Master Officers ........ 281
Squardron Unpaid Report ................ 109
SS Seamanship Sail......................... 283
SSL .................................................. 281
connect ......................................... 281
Staff ...................................................... 6
Future Needs .................................... 6
staff/team ............................................. 9
Start.................................... 52, 158, 238
Internet Explorer ........................... 238
Start button....................................... 238
Start Mail Merge ................................. 30
Start Menu........................................ 281
Start WORD ....................................... 47
Starting Document.............................. 47
State Boating Law Administrators .... 283
NASBLA-USA National Association
.................................................. 283
Statement Templates ......................... 65
Statistics ............................................... 2
Staying ................................................. 2
Course .............................................. 2
Step . 133, 137, 141, 153, 158, 163, 171,
210, 212
move ............................................. 171
sticker ........................................... 15, 16
Sticker Information ............................. 15
stickers ............................................... 16
St-Lawrence ....................................... 15
STO Squadron Training Officer ........ 283
stop .................................................. 248
Source Editor ................................ 248
storage/paper736 ................................. 2
STREET ............................................. 47
Student Information ............................ 15
Student Marks .................................. 182
Entering ........................................ 182
Students ........................................... 212
confirm .......................................... 212
Registering ................................... 212
Submission Error .............................. 146
Submit 57, 61, 78, 84, 91, 103, 137, 171,
182, 232
Alice Hinton .................................. 232
District Training Officer ................... 91
National .......................................... 61
National Merit Mark....................... 137
Submit button .... 57, 59, 73, 83, 84, 133,
137, 141, 158
Submit Report .. 106, 109, 111, 227, 229
SunOS.................................................. 4
Supply ... 65, 71, 73, 83, 89, 91, 97, 101,
153, 163, 171, 227, 235
Ordering........................................ 163
Squadron ........................................ 65
Supply Book .... 71, 73, 89, 97, 149, 153,
163, 171, 235
Refer ..................................... 149, 171
Supply Officer........................... 101, 163
WBAS ........................................... 163
Supply Officer Access ...................... 163
Supply Officer Book............................ 65
279
Printed Documentation
Support......................................... 6, 279
WBAS System .............................. 279
Support Contacts ................................. 1
support please contact HQ ................... 9
Support Request .................................. 9
Support Web .................................... 281
SVR Small Vessel Regulations ........ 283
Symantec/Norton AntiVirus ................ 55
System Market Share ........................... 4
Operating .......................................... 4
T
[email protected] ........................... 15
Tab ..................................................... 30
Table ................................................ 268
Table Size ........................................ 268
Tag ................................................... 235
TD Training Department ................... 283
teaching............................................ 179
CPS Courses ................................ 179
Technical Reason .............................. 52
Increasing ....................................... 52
Technical WBAS Support ithelp ......... 15
Temp ................................................ 238
Temporary Internet ........................... 238
Temporary Internet file ............... 52, 238
use .................................................. 52
Terry Lang .......................................... 15
[email protected] ............ 15
testing................................................. 28
WBAS ............................................. 28
that makes............................................ 2
the bottom ........................................ 268
the screen ..................................... 268
the changes...................................... 255
the changes you have ...................... 261
The Content Manager .............. 244, 263
the page ........................................... 255
the screen ........................................ 268
the bottom..................................... 268
the source ........................................ 248
the table ........................................... 263
the top .............................................. 255
The WBAS . 56, 71, 73, 89, 97, 153, 238
the WBAS System ..... 56, 71, 73, 89, 97,
153
Commander .................................... 73
280
Secretary ...................................... 153
The Web....................................... 2, 235
Best .................................................. 2
the Web Master ................................ 235
THEN CLICK ON................................ 38
THEN OK ........................................... 38
THEN PRESS .................................... 38
Thomas Weisel Partners ...................... 2
Thumb .............................................. 252
Rule .............................................. 252
Tim Fort .............................................. 15
Time-line ............................................ 11
TIPs .......................... 1, 28, 56, 259, 269
Title Alt ............................................. 255
To Create Labels ................................ 30
to post .............................................. 251
to run ................................................ 259
TO SEE THIS SCREEN ..................... 38
TO SEE WINDOW BELOW ............... 38
To Tools ............................................. 21
to upload .......................................... 259
Tony Cook .......................................... 15
toolbar
Bold button ................................... 263
button............................................ 263
Footer button .................................. 50
Tools ............................ 17, 52, 121, 187
Toronto International Boat ................ 187
Total Hours....................... 133, 137, 141
TOTAL MARKET SHARE .................... 4
Training ................ 61, 83, 171, 207, 210
Officer ............................................. 61
Officer Access .............................. 171
Officers ......................................... 210
Report ............................................. 61
using ............................................. 171
Training Book ....... 71, 73, 153, 163, 235
Training Committee Chairs............... 141
Training Department......................... 207
Training Officer ................. 171, 187, 212
WBAS ........................................... 171
Training Officer Book.......... 83, 149, 171
Refer ............................................. 149
Transaction ...................................... 187
Transfers .......................................... 128
Transport Canada ............................ 187
Index
Treasurer. 71, 73, 89, 97, 101, 153, 163,
227, 235
Treasurer Book 71, 73, 89, 97, 149, 153,
163, 171, 235
Refer ..................................... 149, 171
True North Lines ................................ 91
TS100376&lc ...................................... 28
Type cps....................................... 17, 19
Type https .......................................... 21
U
Unchecked – Page ........................... 275
Under Construction .. 243, 244, 252, 275
Undo – Undo .................................... 248
United States........................................ 2
University ............................................. 2
University's Engineering ....................... 2
Un-scalable .......................................... 6
Update..... 112, 121, 153, 244, 252, 255,
259, 261, 263, 268, 275
Bridge List ..................................... 153
UPDATE ALL LABELS ....................... 47
Update Labels .............................. 30, 38
Uploading ................................. 259, 269
Image.................................... 259, 269
Ups ..................................................... 19
CPS ................................................ 19
URL ............................................ 27, 250
use ......... 6, 52, 171, 179, 252, 259, 269
Certificate Number ........................ 179
Document Link button ................... 259
History .......................................... 252
Library Image button ............. 171, 269
National ............................................ 6
Paste ............................................ 252
Temporary Internet Files................. 52
Use Existing List ................................. 38
used ................................................. 235
Course Event ................................ 235
username ......................................... 153
Using .... 4, 171, 243, 244, 250, 251, 269
Content Editor ............................... 250
Database Link Function ................ 251
Library Image Function ......... 250, 269
Training......................................... 171
Web Content Editor ...................... 244
Web Content Manager.................. 243
Windows Operating System ............. 4
Using Tables on Content Pages....... 263
USPS United States Power Squadrons
...................................................... 283
ussually .............................................. 52
V
V/C Vice Commander....................... 283
Vendor Qualifications ........................... 6
Verify ................................................ 187
Correct .......................................... 187
VHF Very High Frequency ............... 283
View ......... 21, 47, 78, 84, 103, 248, 251
clicking .......................................... 103
Documents ..................................... 21
PDFs............................................. 251
View Events Now ............................. 212
View menu ....................................... 238
VIND................................................... 15
Virtual Classroom Vs ............................ 2
VISD ................................................... 15
VISTA ......................................... 28, 281
W
want............................................ 47, 171
Address .......................................... 47
Course .......................................... 171
WARNING ........................................ 248
Washington .......................................... 2
WBAS 1, 4, 9, 11, 16, 17, 28, 47, 48, 52,
61, 78, 91, 101, 133, 137, 141, 149,
153, 158, 163, 171, 187, 229, 232,
235, 251, 252, 281
Canadian Power ............................... 9
content ............................................ 52
functions ........................................... 4
Supply Officer ............................... 163
testing ............................................. 28
Training Officer ............................. 171
WBAS Access .................................... 61
WBAS Administrative Support Contacts
........................................................ 16
WBAS Configuration .......................... 28
WBAS District Officer ......................... 11
WBAS District Rep ............................. 11
provided .......................................... 11
WBAS Help .......................................... 1
WBAS Help Desk ............................... 28
281
Printed Documentation
WBAS Introduction ............................... 1
WBAS Officer Access......................... 48
WBAS Officer Roles ........................... 48
WBAS password ................................ 57
WBAS site .......................................... 28
WBAS Support ............................... 9, 15
CPS HQ Email Contacts ................. 15
WBAS Support Contacts .................. 1, 9
WBAS Support Procedures .............. 1, 9
defines .............................................. 9
WBAS Support Requests ..................... 9
WBAS System ............ 61, 149, 227, 279
Public Relations Officer ................ 149
support.......................................... 279
WBAS Tools ....................................... 61
Opcom Members ............................ 61
WCE ................................. 9, 27, 28, 250
WCID.................................................. 15
Web ................ 52, 55, 56, 235, 276, 281
Web Based Administration System ..... 1,
153
Web Based Navigation System .......... 17
Web Content Editor .......................... 244
using ............................................. 244
Web Content Manager .... 235, 243, 244,
263
Accessing ..................................... 235
Using ............................................ 243
Web Master .... 4, 83, 149, 235, 241, 250
clicking .......................................... 235
Web Master Access ......................... 235
Web Master Book ............................. 149
Refer ............................................. 149
Web Pages....................................... 250
Web site ................................. 6, 56, 276
Web Site Banner .............................. 235
website ....................... 17, 19, 21, 27, 28
Address .................................... 17, 19
Website Banner ........ 235, 241, 243, 244
websites ................................... 6, 28, 56
WebTV ................................................. 4
Welcome .................. 235, 243, 244, 269
282
Homepage .................................... 235
WESTERN CANADA INLAND ACTIVE
MEMBERS MAILING LIST ............. 30
Western Ontario ................................. 15
when they ......................................... 243
Why WBAS .......................................... 6
[email protected] ............................. 15
will see ............................................. 259
window below ..................................... 30
see .................................................. 30
Windows..................... 78, 252, 268, 276
Windows 98 ........................................ 28
Windows Internet Explorer ............... 281
Windows Operating ............................ 28
Windows Operating System ................. 4
using ................................................. 4
Windows Operating System Products .. 4
Windows Update ........................ 52, 281
Windows Vista .................................... 28
Windows XP ..................................... 281
Word................................... 30, 250, 252
Word Document ............................... 259
Word processor ................................ 252
Work ................................................... 28
Wrap Text ......................................... 248
X
XLS .................................................... 47
XP .......................................... 4, 28, 281
Y
Yes .... 21, 133, 137, 141, 153, 158, 182,
212
York East............................................ 15
York West........................................... 15
you are ..................................... 252, 268
YOU TRY THE SPACE BAR AND
CARRIAGE RETURN AND YOU SEE
IS .................................................... 38
BIG SPACE BETWEEN EACH LINE
.................................................... 38
Your Pages ...................................... 251
your site............................................ 243