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Secretary’s Training Lions Club International Other On-Line Reports (Not WMMR)

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Presentation on theme: "Secretary’s Training Lions Club International Other On-Line Reports (Not WMMR)"— Presentation transcript:

1 Secretary’s Training Lions Club International Other On-Line Reports (Not WMMR)

2 This Session Covers the Following: How to Login to the LCI Training Area Entering Club Info Modifying Club Officers Member Billing Statements Club Reports Club Officer Reporting (PU-101) Monthly / Yearly Activity Reporting

3 To Get Started Access to the Internet Browser –Internet Explorer –Netscape –Mozilla Firefox Password –Club secretary or president send e-mail request to it@lionsclubs.org There’s also a link on the Login Page

4 Lions International Membership How to Access It! Go to main web page at www.lionsclubs.org. Select a Language (ie: English) Click the button on the lower left titled “Submit Membership & Activity Reports”

5 Enter Member Number Enter Password Click “Go” Button Login Page Also, There is a Training Area

6 Training Area Don’t have a password yet? Unsure of what you are doing? You can practice using the Training Area! Use it as often as you wish!

7 Training Area No password is required. Click Here to start

8 Select Club Officer Training Area Select Club Secretary

9 Training Area They supply you with a member number & a password. Note: This is a one-time only password!

10 Exactly the same as when logged in normally Note that different levels of officers have different functions.

11 Club Info Be sure to update your Club Meeting Info on the “Club Info” Tab under “Club”. This is used by the Club Locator tool on the Lions International Website!

12 Club Officers Update your Club Officer Information on this screen. Click on “Club”, “Club Officers” to get here. Add more Officers by clicking the “Add” button. Note: You can also change an officers Term End date, by clicking on the blue “title”

13 Club Officers Updated Term End Date This President could not complete his term.

14 Club Officers Updated Term End Date So another person was added as President with Term Start Date of 05/01/2008 and Term End Date of 06/30/2008 to complete the year.

15 Club Officers Updated Term End Date

16 Club – Billing Member Billing Statements It’s easy to add an “Activity” Just click the “Add” button.

17 Club – Billing Member Billing Statements Assessments Just change “Bill Member from “No” to “Yes” and click “Save Assessment”

18 Club – Billing Member Billing Statements Status To change the Status, click on the blue “Member Name”

19 Just change the Status to “Sent” Enter the Date (MM/DD/YYYY) Click “Save” Club – Billing Member Billing Statements Change Status

20 Club – Billing Member Invoice Note: These are in Adobe PDF format, so you can either print them or save and attach to an e-mail

21 Club – Reports Again, you MUST have Adobe PDF Reader to view the reports!

22 Club Roster With Address

23 Club Roster Without Address

24 Club Attendance Sheet

25 Club Directory

26 Club Monthly Reporting History

27 Club Monthly Membership Report

28 Club Officer Reporting (PU-101)

29 Monthly / Yearly Activity Report NOTE: This is a great tool for tracking your activities every month and creating your Yearly Activity Report for LCI. To begin, click “Go!” to the right of “Enter a New Activity Report”

30 Select a Month Monthly / Yearly Activity Report Select either: Complete the ENTIRE Report OR Complete a PART of the Report.

31 Monthly / Yearly Activity Report Complete a PART of the Report. Allows you to only update selected categories of the report. For Example, if I click on “Sight Services” By the way, don’t try to check the boxes – see the note in blue!

32 Entry form for collecting data for that month Check the boxes & fill in the blanks. Then click “Save”

33 Monthly / Yearly Activity Report

34 If you selected “Complete the ENTIRE Report” you would get this: Still pretty easy to complete for each month. You could go back and do them for each month of the year & finish your annual Activities Report rather quickly. NOTE: This HAS to be advantageous to LCI for collecting data in a uniform manner! I urge you all to try using this form!

35 Questions? wmmr@lionsclubs.org

36 Questions? - Email Lion Kathy Schumer Kathy@Lions19B.com -Visit us at the Lions Internet Café at the MD-19 Convention!


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