CHC Membership Application - Revision history

Admin: /* Resetting Charity Applications Each Year */

2016-05-09T17:26:56Z

‎Resetting Charity Applications Each Year

Admin: /* Adding New Charities */

2016-04-14T13:14:43Z

‎Adding New Charities

Admin at 17:33, 29 March 2016

2016-03-29T17:33:15Z

Admin: /* Uploading PDFs for the Membership Application and Appointment and the CFC Application */

2016-03-29T17:31:35Z

‎Uploading PDFs for the Membership Application and Appointment and the CFC Application

Admin at 17:35, 28 March 2016

2016-03-28T17:35:49Z

Admin at 17:16, 29 February 2016

2016-02-29T17:16:32Z

Admin: /* Complete Application */

2015-09-16T13:50:12Z

‎Complete Application

Admin at 13:47, 14 September 2015

2015-09-14T13:47:25Z

Admin: /* Complete Application */

2015-09-14T13:43:46Z

‎Complete Application

Admin: /* Resetting Charity Applications Each Year */

2015-08-31T13:39:59Z

‎Resetting Charity Applications Each Year

@@ Line 32: / Line 32: @@
 ==Resetting Charity Applications Each Year==
-At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdown box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br />
+At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then MEMBERSHIP APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdown box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br />
 '''Notes about resetting applications:'''

← Older revision		Revision as of 13:14, 14 April 2016
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	'''NOTE: To designate the organization as a charity, you must click on the CONTROL INFO tab and select CHARITIES from the CONTROLLING CONTENT field. Click SAVE to save the new record.''' <br />		'''NOTE: To designate the organization as a charity, you must click on the CONTROL INFO tab and select CHARITIES from the CONTROLLING CONTENT field. Click SAVE to save the new record.''' <br />
		+
		+	To fill out an application for the new charity, you must first create an application by going to MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then ORGANIZATION APPLICATIONS. Click ADD to add a new application and fill in the application name and Charity ID (which is the Record ID from the Charity record that was created).

	==Enabling Additional Users to Edit a Charity Application==		==Enabling Additional Users to Edit a Charity Application==

@@ Line 12: / Line 12: @@
 ==Accessing uploaded documents==
 To access uploaded documents, log into your administrator account and go to ADMIN. On the left hand column click MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION, then ORGANIZATION DOCUMENTS. Find the record you want and click on the paper/pencil icon to access it.
 ==Uploading PDFs for the Membership Application and Appointment and the CFC Application==

@@ Line 20: / Line 20: @@
 *Find the file on your computer and click OPEN.
 *Click OK to save the new file.
 ==Resetting Charity Applications Each Year==

← Older revision		Revision as of 17:35, 28 March 2016
Line 12:		Line 12:
	==Accessing uploaded documents==		==Accessing uploaded documents==
	To access uploaded documents, log into your administrator account and go to ADMIN. On the left hand column click MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION, then ORGANIZATION DOCUMENTS. Find the record you want and click on the paper/pencil icon to access it.		To access uploaded documents, log into your administrator account and go to ADMIN. On the left hand column click MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION, then ORGANIZATION DOCUMENTS. Find the record you want and click on the paper/pencil icon to access it.
		+
		+	==Uploading PDFs for the Membership Application and Appointment and the CFC Application==
		+	To upload a new Membership Application or National or Local CFC Application:
		+	*Login and click ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION, MEMBERSHIP APPLICATION SETTINGS.
		+	*Click the App PDFs tab.
		+	*Click BROWSE in the field for the application you want to upload.
		+	*Find the file on your computer and click OPEN.
		+	*Click OK to save the new file.
		+
		+

@@ Line 6: / Line 6: @@
 ==Enabling Additional Users to Edit a Charity Application==
 If a charity has more than one user authorized to edit the charity application, login and click on ADMIN, MANAGE USERS and then PEOPLE. Open the record for the person you want to give access to a charity application by clicking on the paper/pencil icon next to that record. In the ORGANIZATION field, select the charity that the person is associated with. Click OK to save changes. This person will now be able to edit the application for the selected charity. <br />
 ==Accessing uploaded documents==

← Older revision		Revision as of 13:50, 16 September 2015
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	When a member is done with their application and all sections of the form are complete, they will see the button SUBMIT APPLICATION FOR REVIEW. When they click that all sections of the application will be marked as completed, in the STATUS tab of the ORGANIZATION APPLICATIONS record for that charity. <br />		When a member is done with their application and all sections of the form are complete, they will see the button SUBMIT APPLICATION FOR REVIEW. When they click that all sections of the application will be marked as completed, in the STATUS tab of the ORGANIZATION APPLICATIONS record for that charity. <br />

−	A CHC Administrator will then review the application by logging in and going to http://portal.healthcharities.org/application. Under select your charity, select the charity you wish to review from the drop down. In the administrator green box select Membership Application Export and review the export record. Once this is complete, the next time you log in as an administrator and go to the "http://portal.healthcharities.org/application" page and select that charity that you just exported, a ~~review and complete~~ button will replace the line that says “This application has been submitted and is waiting to be exported for review.” <br />	+	A CHC Administrator will then review the application by logging in and going to http://portal.healthcharities.org/application. Under select your charity, select the charity you wish to review from the drop down. In the administrator green box select Membership Application Export, select the state you want to export, and check the box next to "email results when completed" if you are having trouble with the report timing out. Once the download is complete, you can review the export record by importing results into a spreadsheet. Once this is complete, the next time you log in as an administrator and go to the "http://portal.healthcharities.org/application" page and select that charity that you just exported, a Complete This Application button will replace the line that says “This application has been submitted and is waiting to be exported for review.” <br />

@@ Line 62: / Line 62: @@
 ==Complete Application==
-When a member is done with their application and all sections of the form are complete, they will see the button SUBMIT APPLICATION FOR REVIEW. When they click that the application will be marked as APPLICATION SUBMITTED, in the STATUS tab of the ORGANIZATION APPLICATIONS record for that charity. <br />
+When a member is done with their application and all sections of the form are complete, they will see the button SUBMIT APPLICATION FOR REVIEW. When they click that all sections of the application will be marked as completed, in the STATUS tab of the ORGANIZATION APPLICATIONS record for that charity. <br />
 Completing this step copies application fields and records (listed below) to the charity record. If the charity record is missing when the application is completed, a new charity record will be created. <br />

@@ Line 8: / Line 8: @@
 ==Resetting Charity Applications Each Year==
-At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdonw box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br />
+At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdown box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br />
 '''Notes about resetting applications:'''
@@ Line 21: / Line 21: @@
 '''People (members) and assigned rules (ceo, cfo, etc):'''
 *During reset, a copy of the charity's role assignments and the people records are copied to the application (applicationRoles and applicationPeople).
-*During completion, changes to applicationPeople are copied back to the actual people records. If a new applicationPeople record is copied, the system will search for a matching people record based on email. If no match, a new people is added. If the email does not match the email for the new person a default username and password are added. <br />
+*During completion, changes to applicationPeople are copied back to the actual people records. If a new applicationPeople record is copied, the system will search for a matching people record based on email. If no match, a new people record is added. If the email does not match the email for the new person a default username and password are added. <br />
 *Fields included: