Welcome to the Second TourWelcome to the Second Tour

Welcome to the second part of this

tracking system website tour!

This tour is for church planters. If you’d like to run through the presen-tation, just click below. If you’d like to take your time, click on Slide Show.

What we want to show you how to:

Fill out a monthly report and update other information in the tracking system.

Register for a training event. Enter a new resource into the resource

system.

Click to Proceed

Log InLog In

To edit your information in the tracking system, you will need to use the username & password given to you at your assessment or basic training. Then click “Log In”.

Locating your informationLocating your information

When you log in, the tracking system only pulls up the church planters in your association.

Move your cursor over “My Info” and click on “My Information”.

Locating your public pageLocating your public page

This page is your own “home page”. It puts on one page most of items that you might need.

Now let’s click on the bullet in front of “View my public page”.

Viewing your public pageViewing your public pageYou probably remember from the General Tour that there is one page for each church planter that can be accessed by the general public.

You should check it regularly to make sure all the info is current.

Let’s click the “X” to close this page.

Locating how to edit your infoLocating how to edit your info

Now let’s click on the bullet in front of “Edit my information”.

Viewing the edit pageViewing the edit page

Here’s where all your informa-tion is stored. Later you can work down this page updating your informa-tion as you go.

Let’s scroll down to the bottom of this page.

Submitting updated infoSubmitting updated info

Each time after you change any of your information, you will need to click “Submit” to update the tracking system.

This page contains all your informa-tion, but it is much easier to read in this format.

Now let’s go back to your home page by moving your cursor over “My Info” and clicking “My Information”.

Locating the monthly reportsLocating the monthly reports

Now let’s click the bullet in front of “View/Sub-mit My Monthly Reports”.

Viewing previous monthly reportsViewing previous monthly reports

If you would ever need to review your monthly reports, just click on the bullet in front of “View/ Submit My Monthly Reports”.

This is what you’d see.

Viewing & editing a monthly reportViewing & editing a monthly report

You can view the report by clicking on your name or edit the monthly report by clicking on the edit button. Since data is being compiled monthly, please only edit the last report.

Submitting a Monthly Report Submitting a Monthly Report

To submit a monthly report, click on “Submit My Monthly Report.”

Filling out your monthly reportFilling out your monthly reportAs you fill out your monthly report for either SBTC or BGCT, it will update any matching fields in the tracking system.

If you need any words translated into Spanish, click on “Help (Espanol)” and then place your cursor over those words.

Now scroll down.

Entering email addressesEntering email addressesBefore you submit your report, be sure to enter the email addresses of everyone (including yourself) that should receive an automatic email notifying them that you have submitted your monthly report.

Then click the “Submit” button.

Automatic emailsAutomatic emails

This is a sample of the emails that will be automatically generated when you click the submit button. Each person will receive a hyperlink to your report and your user ID & automatically generated password so they can read & print your report.

Click to proceed.

Finding where to register for Finding where to register for training eventstraining events

Here’s how to register for a training event. Just click on the “Training Registration” bullet.

Selecting a training eventSelecting a training event

Click the button of the event you would like to register for.

Registering for an eventRegistering for an event

Then click “Register”.

Locating where to add a new Locating where to add a new resourceresource

Now let me show you how to add a new resource to our resource system.

Move your cursor over “Resources” and click on the “Add a New Resource”.

Selecting the correct file folderSelecting the correct file folder

Let’s add a Basic Training brochure in Spanish.

Determine what file folder the resource would best fit under. Click on the drop down arrow and click on the category that the resource would best fall under.

Entering new resource dataEntering new resource data

Type in the resource, any contact information, the title of the hyperlink and the hyperlink address.

Scroll down to the bottom of the page.

Determining partners in ministryDetermining partners in ministryThis is the tricky part! Click the person/organi-zation who is responsible for providing a resource/ service and then to which associations & denominational networks the resource applies.

Then click “Submit”.

View new resource infoView new resource info

Now you can review the resource to make sure all of the information is correct.

Make sure that http:// does not appear twice in the hyperlink.

Scroll down to see the bottom of the page.

The next tour…The next tour…

This concludes the second part of the tracking system tour.

If you resource church planters, please return to the tracking system Home page and continue with the Facilitator Tour.