UMCARES Training Presentation Whats your experience? My goal

UMCARES Training Presentation Whats your experience? My goal

UMCARES Training Presentation Whats your experience? My goal

Objectives

Overview of UMCARES screen Adding new users Adding and inviting new users Searching for records

Help System Working with profiles Extras! Optional: Psychological Assessment tes! o n

e Tak The beginning is the most important part of the work. Plato Navigation Overview: Home Screen

Administrative Tools: New User Wizard On the Home screen click Administration choose New User Wizard Administrative Tools: New User Wizard Step 1

Candidate ALL New Candidates User with no record (Lay) that only needs to complete a psychological assessment

Track Based User Non-Candidacy users that have to complete some steps on a conference defined

track.

Administrative User Mentors Administrative Staff BOM Staff Office Workers District Registrars

Administrative Tools: New User Wizard Step 2 First and Last name is required An email address may be

entered after entry. Step 3 Administrative Tools: New User Wizard *Conferences who use GBHEMs psychological

services will see both the Candidacy and Psychological Assessment track on their screen by default. Administrative Tools: New User Wizard Step 4 UMCARES will use the users

conference/district by default. If you are entering someone in a different area remember to modify this information. *Church is optional. Administrative Tools: New User Wizard

Step 5 Step 6 Administrative Tools: New User Wizard Invitation

The email invitation guides the user to this screen to establish their account. The link in the email expires after 30 days.

Navigation Overview: Searching v. Working with Profiles| The Help System Working with Profiles| Personal Information

Working with Profiles| Profile Sections Editing| Personal Information Editing: Location

Editing: Location Working with Profiles| Profile Sections| Login Working with Profiles| Profile Sections| Login Invite/Re-Invite Sends a new UMCARES invitation to the email address the user currently has on record.

Clear Registration this setting clears the users current registration information so the user can no long log in to the system. However, the profile is still active. Working with Profiles| Profile Sections| Login

Login the current email address that is the users login ID in UMCARES Invited the date of the last users invitation Registered the users current registration status

Working with Profiles| Profile Sections| Login Last Failed Login the last time the user attempted to log in to UMCARES Locked if the users account is currently

locked Working with Profiles| Profile Sections| Mentors & Tracks Working with Profiles| Profile Sections| Mentors & Tracks Working with Profiles| Profile Sections| Mentors & Tracks

Where do I click to open each task? Working with Profiles| Profile Sections| Mentors & Tracks What is an Historical Track?

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidate is well past certification Candidate withdrew before completion

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Candidate had just begun the process. Candidate is midway through; picking up where they left off.

Conference needs to check off final steps and wants to mark them as certified (recommended). Candidate needs to start from the beginning but wants to use the current application.

Working with Profiles| Profile Sections| Mentors & Tracks Change the status OR Convert to UMCARES? Working with Profiles| Profile Sections| Comments Answering the Call (Candidacy Guidebook)

For Candidates: After candidacy fee is paid Request a hard copy using task list and/or Download pdf For Registrars, BOM Staff, DS, Mentors,

etc. (Free): Hard copies are requested via email. Mailed to one central location PDF version: Link located under Resources in UMCARES Extra! Extra!

Announcements & Notifications System Auditing System Help Features Working with Profiles| Profile Sections| Announcements Working with Profiles| Profile Sections| Announcements

a) Expiration date: Date when the announcement will expire. b) Subject: The Title/Subject of your announcement c) Summary: A brief summary describing your announcement. d) Detail: More detailed information

e) Comments: Allow viewers to comment about your announcement f) Written: Creation date g) Written by: UMCARES will display the name of the creator.

Working with Profiles| Profile Sections| Auditing Any questions? Paula Gardner-Porter, MAPC Candidacy & Psychological Assessment Coordinator

Email: [email protected] Phone: 615-340-7588 39

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