Explorer Renewal 1/2010 Explorer Renewal Updated 9/29/14.

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Presentation transcript:

Explorer Renewal 1/2010 Explorer Renewal Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal What is Explorer Renewal? A method to renew Exploring posts online. Post roster information up-to-date from Learning for Life office. Post decides which post adult leader will prepare and submit their renewal. Updated 9/29/14

Explorer Renewal 1/2010 MyParticipation Go to to access MyParticipation and create an account. – Be ready to enter your member ID. Updated 9/29/14

Explorer Renewal 1/2010 MyParticipation MyParticipation options: My Profile—update your account information and member ID. – Already have an account? Keep the same user name and password to log on to MyParticipation. My Training—access to E-Learning. My Tools—systems that support Exploring leaders. Updated 9/29/14

Explorer Renewal 1/2010 MyParticipation logon screen Updated 9/29/14

Explorer Renewal 1/2010 MyParticipation home page Updated 9/29/14

Explorer Renewal 1/2010 Update My Profile page Updated 9/29/14

Explorer Renewal 1/2010 E-Learning for Exploring leaders Updated 9/29/14

Explorer Renewal 1/2010 Posts can create and submit Outing applications to LFL office Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Renewal Processor (RP): The Exploring leader designated to renew an Exploring post is the renewal processor. The renewal processor (RP) must hold one of these adult positions: Post Committee Chair, Post Committee Member, Explorer Advisor, or Associate Advisor. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Access Window: The Access window is open from two months before to no more than two months after expiration. (Check with the LFL office for exact information.) If a post is not within the access window, a message will display if it is selected for renewal. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal SSN Required? RPs do not enter Social Security numbers; this is entered at the Learning for Life office. The adult application is required and must be submitted with the post renewal for new adult leaders. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Form : If it applies to adults in your post, submit the signed Form to the Learning for Life office with your renewal application. Follow the instructions of your Learning for Life office in regard to Form Certification. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 1 Review the Help document from Help link. Select the post for renewal (you may have several selections if you are associated with more than one post). Accept the Confidentiality Statement. Load the roster information for that post. Updated 9/29/14

Explorer Renewal 1/2010 The Post drop-down may have more than one selection. Make the appropriate selection for the post to be renewed and click Submit. Updated 9/29/14

Explorer Renewal 1/2010 Welcome screen provides instructions for using system Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal end user Help is available online Updated 9/29/14

Explorer Renewal 1/2010 The RP must select “I agree” for the Confidentiality Statement Updated 9/29/14

Explorer Renewal 1/2010 Review the Stage descriptions at Explorer Renewal Overview Updated 9/29/14

Explorer Renewal 1/2010 When RP is ready to begin, click Load Post Information to load roster Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 2, Step 1 Update information for the post organization, if needed. Organization telephone number is required. Updated 9/29/14

Explorer Renewal 1/2010 Only information in entry fields may be updated Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 2, Step 2 Select members for renewal from the current roster. Roster will display all adults with current adult positions and all youth members. If a member is not renewing, uncheck the box. Updated 9/29/14

Explorer Renewal 1/2010 After members are selected for renewal; new roster is confirmed Updated 9/29/14

Explorer Renewal 1/2010 Stage 2, Step 2, provides the special “Start Over” feature for the RP. The RP should not make this selection unless the intent is to Load Post Information again. Load Post Information will cause all changes to be reset. This feature may be used at any time by navigating to Stage 2, Step 2. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 2, Step 3 Add Members Complete personal, business, and youth information for new members. Complete Add New Adult first and then Add New Youth; separate forms are provided. Updated 9/29/14

Explorer Renewal 1/2010 Stage 2, Step 3--Add New Participant begins with New Adult Updated 9/29/14

Explorer Renewal 1/2010 Enter the first, middle, and last name and select the adult position Updated 9/29/14

Explorer Renewal 1/2010 Page 2 for the new adult is entered with required information Updated 9/29/14

Explorer Renewal 1/2010 Page 3 for the new adult has the remaining requested information Updated 9/29/14

Explorer Renewal 1/2010 Stage 2, Step 3 has entry form for Add New Youth information. Begin by entering first, middle, and last name and the member address. Foreign addresses are entered by selecting country. Updated 9/29/14

Explorer Renewal 1/2010 Complete required information; if adult is already in this post, select Yes Updated 9/29/14

Explorer Renewal 1/2010 If parent is not post leader, add information for parent of new youth Updated 9/29/14

Explorer Renewal 1/2010 Complete requested parent information and save new record Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 2, Step 4 Update Participant Data Review member data; change if needed. Use Update to edit member information. Use Remove to delete member from renewal. Updated 9/29/14

Explorer Renewal 1/2010 Information for all members, renewed and new, is shown Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 2, Step 5 Update Position Review member positions and make changes if needed. LFL adult requirements displayed on right. Current column shows current adult roster. Updated 9/29/14

Explorer Renewal 1/2010 The Current column displays all post leader names and positions. The Unit Adult Positions provides the minimum and maximum number of adults that must hold each listed position. The RP cannot continue until any errors are resolved. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 3 Check Roster Review the information selected for your post renewal. Make changes as needed; errors must be resolved to continue with renewal. Updated 9/29/14

Explorer Renewal 1/2010 Exploring rules at Check Roster guide resolving any errors Updated 9/29/14

Explorer Renewal 1/2010 Once any errors are resolved in Check Roster, the RP validates again to continue; if there are no errors the “Congratulations” message displays. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Review Draft Renewal Application Reviewing draft is available at all times after members are confirmed in Stage 2, Step 2. Click on Review/Print Roster to see the draft renewal application. The draft shows all work in progress and the fee calculations. Updated 9/29/14

Explorer Renewal 1/2010 Updated 9/29/14

Explorer Renewal 1/2010 The draft application has roster information and fee calculations Updated 9/29/14

Explorer Renewal 1/2010 Renewal Report Package shows multiples, dropped members, and the no fee adult Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 4 Summary – Step 1 Update fees. Confirm multiples (paid in another post). Updated 9/29/14

Explorer Renewal 1/2010 Stage 4 – Summary begins by clicking the Summary button The hyperlinks allow return navigation to Stage 2 Updated 9/29/14

Explorer Renewal 1/2010 Update Fees, Step 1, shows each member and fee calculation Updated 9/29/14

Explorer Renewal 1/2010 To show multiple positions (no fee being paid) click Update at Update Fees. Window will open and display option to click on “Member paid in another post.” Change the radio button to this option and click Save. Updated 9/29/14

Explorer Renewal 1/2010 Continue the entry by entering post number (or LFL office) and click Save After saving, the multiple member will have $0 member fee. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 4 Summary – Step 2 (if non-renewed youth). Non-renewals Review non-renewing youth members and select reasons for non-renewal. Information on non-renewals goes to LFL office. Updated 9/29/14

Explorer Renewal 1/2010 Contact question must be answered and reason for non-renewal entered Updated 9/29/14

Explorer Renewal 1/2010 After saving the reason for non-renewal, go to Stage 5. Updated 9/29/14

Explorer Renewal 1/2010 Explorer Renewal Stage 5 Review the draft renewal report package. If changes are still needed, click Home link to navigate to Stage 2 – Steps 1 to 5. Submit the renewal Print the Renewal Report Package. Obtain approval signatures and attach forms requested by the LFL office. Updated 9/29/14

Explorer Renewal 1/2010 Submit Roster requires review of draft application before Submit Updated 9/29/14

Explorer Renewal 1/2010 Clicking Submit to office requires final OK before submittal is sent Explorer Renewal Survey is completed during submit process Updated 9/29/14

Explorer Renewal 1/2010 After submittal, the RP clicks Print Renewal Application Updated 9/29/14

Explorer Renewal 1/2010 Renewal Report Package opens as PDF. It prints with the signature lines for both the Executive Officer Certification and the Explorer Advisor Certification. Updated 9/29/14

Explorer Renewal 1/2010 Last page of the Renewal Report Package has instructions and requests additional contact information. All pages of this Report go to the LFL office with forms and fees. Updated 9/29/14

Explorer Renewal 1/2010 Go to MyParticipation at Updated 9/29/14