TL101A – Introduction To OA LodgeMaster

Learning Objectives Become familiar with the capabilities of the OA LodgeMaster system. Learn how to use the system through a introductory demonstration. Learn about the migration process to OA LodgeMaster.

Class Poll What position or role do you have in your lodge? How big is your lodge? How many are using OALM currently? How many are not currently using OALM? Of those not using OA LodgeMaster, who would like to be migrated and start using it?

Overview Solution for managing lodge data, which is designed, built, and supported by volunteers. Project began in 2004, announced at NOAC 2006, and released initially on January 1, Eight releases since the initial release. NOAC 2009 marks a big milestone with the release of version 2.0. Currently 230 of 302 lodges are using OALM.

Components Of The System The OA LodgeMaster system is made up of three components: OA LodgeMaster Desktop OA LodgeMaster Online OALM Servers

Components Of The System Runs on the user’s computer and allows access to all of the program’s functionality. OA LodgeMaster Desktop

Components Of The System Companion website that allows querying of membership data. OALM Online

Components Of The System Owned by the OA and hosted in a secure facility. Allows different copies of OALM Desktop and OALM Online to talk to each other OALM Servers

Why Use OA LodgeMaster? You may be asking yourself, why use OA LodgeMaster?

Why Use OA LodgeMaster? It’s a good membership management tool. Reason #1

Why Use OA LodgeMaster? Reason #2 It’s the best lodge management software available.

Why Use OA LodgeMaster? Reason #3 It allows users to stay in sync.

Why Use OA LodgeMaster? Reason #4 It makes life easier.

Why Use OA LodgeMaster? Reason #5 It manages much more than membership. Mailing labels Service hours Events Lodge Calendar Unit contacts Auction Lodge assets Finances Trading post inventory

Why Use OA LodgeMaster? Reason #6 It helps you sleep at night.

Why Use OA LodgeMaster? Reason #7 It’s free.

Why Use OA LodgeMaster? Reason #8 The more people use it the better it gets.

How To Get Started Appoint an OA LodgeMaster administrator. Wait for the OA LodgeMaster staff to contact you. Migrate your data to OA LodgeMaster. Download a copy of OA LodgeMaster desktop. Install OA LodgeMaster desktop. Setup user accounts. Join the mailing lists. Get help if you need it.

Desktop Requirements It’s easy to get OA LodgeMaster installed, here is all you need: Windows XP, Windows Vista, Or Windows 7 32-Bit or 64-Bit Internet Connection

Desktop Demonstration Launch pad. Membership manager. Adding a new member. Viewing an event and managing attendance. Exporting members. Synchronizing. Changing password. Adding users and setting permissions.

Getting Help OA LodgeMaster website: – Download the program. – View migration status and getting started information. OA LodgeMaster support center: – View documents and get troubleshooting help. – Talk to other users in the forums. – Submit support requests or enhancement ideas.

Questions Are there any questions?