1. New VNTB public facing web site http://vntb.com
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2. Vida Nueva Tampa Bay Director Training
To logon as a Director go to:
You will be given an ID (your address) and password
Please do not share your password
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3. From the control panel, you have the option to go into the people database or attendees of an upcoming weekend.
Click on Attendees
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4. On the drop down arrow you need to click on the specific weekend you wish to view, then click GO:
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5. There is a lot of information you can gather from this page.
The VNTB Treasurer keeps track of all payments received. Please do not edit any payment fields or remove records that contain payment information.
TFP = $ amount Team Fees Paid
VNP= $ amount Scholarship via VNTB
CFP = $ amount Candidate Fees Paid
LFP= $ amount Lunch money collected
Underlined Titles - You can click to sort alphabetically. Person or Server or Position
Individual Name &
Server = YES vs. Candidate = No
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6. Forms and Background ChecksBC
The whole Background Check process is managed by an administrator and not the Team. The status is just for your information.
FORMS
RED = May need action
Green = all is well
Yellow = all is well
Status:
RHMA
We do not have a valid Release Form in the hands of the VN Council.
May need one at first team meeting the individual attends. Team action may be required. Explained on next slide.
RHMA
The individual is under 18 and the council has the form signed by the parent/guardian. It will automatically turn red when they turn 18 indicating we need a new RHMA form signed by the individual. No action required.
RHMA
This status requires ACTION.
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The council has received the RHMA, the individuals profile is up to date. No action required.
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7. RHMA RED = May need action
Forms and Background Checks
FORMS
RHMA RED = May need action
Green = all is well
Yellow = all is well
This status of the forms requires ACTION at a team meeting.
If the individual is 18 or older, have them sign a RHMA form.
Click Edit
Click RHMA received box
Click Save Attendee
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8. Forms and Background Checks
RED = May need action
Green = all is well
Yellow = all is well
Status:
RHMA
Rec’d
This tells us the TEAM has a COPY of the Form and received it at a team meeting or otherwise.
The form needs to be given to the council secretary.
Running a meeting, this status is a No Action Required at this point other than giving the form to council.
If the individual is under 18… the form needs to be turned in with a signature of a parent or guardian.
Once received, repeat the above steps to Edit, Click Received and give the form to Council.
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9. Forms and Background Checks
Looking at the FORMS on this image:
There are two that need something to occur.
Either:
Team needs to give the form to Council or
Council needs to update the individuals record.
Need RHMA form signed.
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10. Assign Positions
This is where you will assign the positions for the servers.
Click on the drop down and pick the appropriate description.
For Candidates, the Pre-Weekend couple will manage the status. They will also manage the status of the Forms.
As Core team, you can work with just the servers by clicking the “Servers” button.
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11. Attendee List Other information is available here.
Hover your mouse over the green E next to the name.
A box will open showing you all of the history for the individual.
If there is an * with Outside Experience, this individual has experience listed in their profile from other 4th day communities.
That’s cool
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12. Other information is available here
Hover your mouse over the individuals name.
A box will open showing you their address, phone, married, clergy, age and the expiration of their background check.
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13. If you Click on their name
Click on their name and you will be taken to their profile so you can see the other experience or talents they have entered, change a phone number or update some information for them.
This will look just like your profile page. At the bottom, you be able to see the other experience.
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14. Want to add someone to your team?
Click on Add Attendee
A page will open.
Start entering the individuals name.
Once you see it on the list, click on the individual name to fill in the field
(You need to click on the name to add it, not just type it)
Click add and they are now on your team.
If they are not on the list, you will need to click on People Tab and add them to the database. Example, someone from Tres Dias that has never served on a VN weekend.
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15. Please be very careful with the data you receive when doing an export.
Other things you do on the attendee list.
If you want to list just servers or just candidates click here.
Please be very careful with the data you receive when doing an export.
The information should not be downloaded and sent to everyone on the team or others in the community. This export will contain all of the data for the list of servers and/or candidates you are viewing. It will be in an Excel format, please delete the columns before sending to the team that are not really necessary to managing the weekend.
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16. So… You are managing a weekend at a team meeting
Logon as a Director
List the SERVERS attendees for a specific weekend and Export the list and delete non-essential data and columns.
Take the list to a meeting to have people verify the information.
During check in… look to see the status of the Forms
If you see these, no action required.
RHMA
RHMA
If this is the status:
RHMA
If individual is 18 OR OLDER, have them sign the new RHMA form, open the edit and check RHMA received and click save.
This will be the new status:
RHMA
Rec’d
You must give the new signed forms to Council Rep.
If individual is UNDER 18, have them take a RHMA form home to be signed by their parent or guardian and return it at the next meeting, do not open the edit and check received and click save.
The status should remain like this until the form is received:
RHMA
Once received, open edit, check received and give the form to Council Rep.
RHMA
Rec’d
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17. So… If you are managing a weekend at a team meeting Managing the Money
Logon as a Director
List the attendees for a specific weekend and during check in… look to see the status of the Money
Team Fees are $140.
If you collect part or all of the team fee, clearly log the payment information on the form provided by the VNTB Treasurer. Provide the completed payment tracking form to the VNTB Treasurer after each team meeting.
For these = no action required.
STATUS After Team Fees Paid
TFP CFP VNP LFP $
STATUS if Team Fees are a VN Scholarship
TFP CFP VNP LFP $
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18. Log on via the director link Reset your password if you need to
So… you can:
Log on via the director link
Reset your password if you need to
See everyone that has signed up
Add someone to your team
Check out their history and talents
Contact them via phone or
Assign positions
Manage the forms
View fees payed
Export the list for team meetings
Update online
That’s about it.
That’s cool