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Recent Posts

Recent Posts

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Tips / Speed up Assignments
« Last post by Annette on September 20, 2021, 10:49:30 AM »
At the beginning of the year there a lot of 'assignments' that need to be made. Below are some tips to speed up that process.

Instead of opening each member to assign a handbook, team color, leader assignment, etc. Use the right-click pop-up menu options from the main Clubbers (or Leaders) grid.

Speed up the process more by handling multiple members at one time. Customize the grid
 (https://www.approvedworkman.com/forum/index.php?topic=2217.msg6856#msg6856) and use the multi-select capabilities (https://www.approvedworkman.com/forum/index.php?topic=389.msg1337#msg1337). Once a group of records is selected, right click on one to access the pop-up menu. From there you can set the role's team color, team name, leader assignment or assign a handbook to all selected members at once.
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FAQs / How do I activate a member that is Archived?
« Last post by Annette on September 17, 2021, 12:18:33 PM »
Most of the time a member is archived because there is not a role for the person in the latest club year. To activate the person, a role needs to be created.

Step 1: locate the person.

In the Windows app (AWdbRemote), use the Search Members field in the far upper left corner (NOT Search Clubbers or Search Leaders above the grids). Type just a First Name OR a Last Name and press ENTER. You will see a list of persons with a name that matches. Open the member record for the target person.

If you have multiple people that you need to activate, you can also use the Household module to locate members. Set the Show: selector to (All Statuses). Locate a family in the list. Select a member on the right to open the member record.

[In the Web app, adjust your filter so the member is in the member list. To do this, use the Clear Filter button and then type in the First OR Last Name into the Name filter.]

Step 2: add a role record. (Ensure the latest club year is selected in the Club Year dropdown).

In the Windows app, the current roles grid is shown on the Main tab of the Member record. There won't be any records in the grid if the person is graduated or archived. Click the "New" button above that grid or double-click in the grid to open the Role dialog. Fill in the applicable information and save the record. Once a new role is created, the member will be included in the Clubber or Leader list.

[In the Web app, select the archived member in the member list. Go to the Personal tab and click the pencil to edit the record. Click the Add Role button. Fill in the applicable information and save the record.]

Note: In some situations - generally later in a club year - a member may have a role in the current club year that has been set to archived. In that case, update the role status from Archived to Active within either app.
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Q&A / Re: Grade Tab
« Last post by MaureenCooper on August 25, 2021, 11:47:12 AM »
Yes, we use it alot.
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Q&A / Re: Grade Tab
« Last post by Annette on August 25, 2021, 09:34:22 AM »
When we reworked the Check-in module this summer (to help improve performance) we did eliminate the grade column. We made the assumption that if grade was important during check-in, it was likely to be used in the Club Name (like T&T 3-4). We don't always make accurate assumptions, so if you (and others reading this) miss it, let us know you'd like it back.
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Q&A / Re: Attendance
« Last post by Annette on August 25, 2021, 09:28:32 AM »
I'm not clear on "do not have assigned attendance dates". The fact they come up on the Attendance and Dues worksheet indicates they have session/attendance records.

Where is it that you aren't seeing the dates? or not seeing the clubbers included on certain dates? The check-in tab?

The quickest resolution is to send an email to support with the 7 names along with clarification on the issue and we can look at the specific situations instead of trying to guess.
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Q&A / Re: Attendance
« Last post by MaureenCooper on August 24, 2021, 03:26:42 PM »
Their names do come up on the Attendance & Dues Worksheet. 
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Q&A / Attendance
« Last post by MaureenCooper on August 24, 2021, 03:06:14 PM »
Out of 196 clubbers, I have 7 who do not have assigned attendance dates.  I've spent time today trying to figure out why not.  I'm stumped.   
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Q&A / Grade Tab
« Last post by MaureenCooper on August 24, 2021, 02:12:06 PM »
Is the grade tab in the Check-In module eliminated?  It is not appearing.
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Q&A / Re: Accessing "old" data
« Last post by Annette on July 14, 2021, 08:50:49 AM »
Historical data was migrated so that graduated person should be in your cloud database. In the Windows App (awdbremote.exe), use the Search at the very top - not the one right above the Clubbers grid. (See the screenshot.) Type in either the first OR last name. If there is only one match, the member form will open. If there is more than one match, there will be a dialog with all of the matches and then you can select the one you want. If you just need data from the record, you can print from the individual tabs. If this 'graduated' clubber is now going to be a leader, you need to create a role record. Once there is an active role record, the person's status will be updated.

If you still can't find the person, send an email to support with the specific name and we'll have a look.
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Q&A / Accessing "old" data
« Last post by Secretary Sue on July 13, 2021, 12:43:53 PM »
How can I access data from before we switched to the cloud version? Specifically right now, I'm needing to access data from a clubber who "graduated" out of our Awana ministry several years ago.
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