Groups, Re-enrollment forms, and ES-237.  Groups are used when you need to enter a large number of people without creating separate records for each.

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Presentation transcript:

Groups, Re-enrollment forms, and ES-237

 Groups are used when you need to enter a large number of people without creating separate records for each person.  If all participants are 4-H members, there is no need to create a group.  Worksheets can be printed for 4HPlus to aid in recording youth participation.

 Re-enrollment form templates are available on the 4HPlus On-Line Manual website.  Member forms and Leader form files are downloaded separately.  Member page 3 is optional.

 You can print re-enrollment forms for the current year or the next year.  If a member or leader loses their re-enrollment form, you can print a new one.  You can print forms for an individual or a club.  You can choose to print the currently enrolled projects or not.  Duplex form files are available, but with some restrictions.

 4HPlus includes a utility that reviews every member, leader, club, project, and group record.  The utility looks for blank and invalid values in all required fields.  Any errors that need to be corrected are listed and are clickable.

 Process takes only a couple minutes.  All data must be successfully verified and corrected prior to creating ES-237.

 After your ES-237 file has been sent, it is imported into the state system.  If everything imports correctly, you will get an receipt that your data was received and imported.  After you get this , you can start the process for creating the new enrollment year, which we will discuss in next week’s WisLine Web.