| Congratulations on being the secretary of your Rotary Club! |
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As Club Secretary, you can use the new District and Club database (DaCdb) to perform many of the administrative tasks that are required by RI, and when you use the DaCdb to make these data changes, they are automatically sent to the RI database, thus eliminating the "duplication of effort" to maintain multiple databases. The DaCdb provides an easy way for you to accomplish each of these tasks, including:
1) Submitting your Club's Attendance information on a monthly basis;
2) Adding or removing Members of your club;
3) Changing contact information for Members in your club;
4) Changing your club's meeting location, date, or time;
5) Changing a member's role from Member to President-elect, Secretary-elect, Club Committee Chair, etc.;
In addition, below are some of the tasks that you could perform to facilitate communication within your club.And, ALL of the following functions are preformed by first using the "VIEW MY CLUB", assuming that you are a SecLvl-4 user (by club officers, with just a couple of clicks of the mouse), including:
6) Sending E-mails to all the Members of your club (see TOP of Section 3: Bulk or Personalized E-mail);
7) Printing a Club Directory with Photos, if they are available, (see TOP of Section 3: Reports);
8) Submitting a Club event or Fund Raiser event to the Club Calendar (triggering an automatic insertion in the District Calendar so other clubs in the district will KNOW about it to), (see BOTTOM of Section 1: Club Calendar);
9) Publishing your Club Bulletin on-line (and automatically archiving the "back issues"), (see BOTTOM of Section 1: Club Bulletin);
10) Printing Name Badges for Members and Spouses (for special events), (see TOP of Section 3: Reports);
11) Printing Mailing Labels for all your members, (see TOP of Section 3: Reports).
All of the above tasks have corresponding instructional videos (iVideo) to assist you in performing them as Club Secretary. In addition, there are a series of "how to do it" iVideos for the general membership to help everyone "update their your own member data", such as phone numbers, mailing addresses, and e-mail addresses. And remember, ALL of the Club and Member functions are found in the VIEW MY CLUB drop-down menu function under the CLUBS tab.
Please visit the link below for both series of iVideos, and choose either the Member functions or the Club Secretary functions:
http://www.HowToDoIt.cc/
These iVideos are approximately 1 minute in length, and they are organized by function for easy selection and viewing of the one in which you are interested in seeing. The iVideos show actual "screen shots" in simulation mode with narration, so you will need to have your speakers turned ON.
We hope that you will find the district web site and the DaCdb useful during your year as Club Secretary and will use it on a regular basis. And, like many things in life, you get out of it what you put into it.
One other feature just added, is a "Foundation Transmittal" report that can be filled out on-line, then printed and sent to RI, along with a check, by those clubs that collect and submit Rotary Foundation funds on a regular basis (this saves a lot of writing, transcribing, etc. for the club secretary, and thus eliminating a lot of error opportunities!), (see TOP of Section 3: Reports).
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How to LOGIN and Report Your Club’s Attendance Data
Your district has good news for you to help you reporting your Club's attendance! Now, there is an on-line form to enter your monthly attendance data. And, you will NOT have to put in the "yearly figures" of how many members you have added or deleted since July 1, because the DaCdb automatically calculates these values for you. And, you will automatically receive an e-mail reminder to submit your attendance data for the previous month. These reminders come out on the 5th, 10th, and 15th of each month to those club secretaries that have not yet entered the attendance data for the previous month.
Below is the information for logging into the new DaCdb. Although every member of your district can log in and maintain his/her own member record, you (as Club Secretary) have a different level of security, so you can also maintain the any Club data, as well as all member data for your club.
You can log in to the District and Club database (DaCdb) directly using this web address:
www.DaCdb.com/rotary <<<== for our really simple, log in URL
-or- you could access it from your district's web site (usually has a "link" called Members Only or Submit Attendance).
Please use your e-mail address as the UserId and your RI MemberID as your Password. Your RI ID# is on the membership card issued to you when you joined your Rotary club. It is also printed on the mailing label of your ROTARIAN magazine: it is the 8 digit number just above your Name on the label.
To facilitate subsequent visits to the DaCdb, you WILL want to check the box “Remember your UserName and Password,” and bookmark this page in your FAVORITES address list. And experience has shown that this simple task eliminates so many problems, please check the box to "remember" your sign-on.
3-Easy Steps to Submit your Attendance data:
1) Log into the DaCdb, and you will get a "blue screen" displaying an overview of descriptive information.
2) Move your mouse to the "Clubs" menu tab, at the top of the screen. Then, from the drop-down menu
select "Club Attendance" entry.
3) Fill-in the 3 fields for your Club's attendance data, and then click the "Send" button. That's IT!
You are done! If the "number of members" in your club is different from your records, then you may need to "update" the DaCdb database by Adding new members, or Deleting members who are no longer in your club.
In addition, you should make any corrections needed in the data of your own record, or other members in your club (such as: Name, Spouse's Name, Badge Name, Address, Phone Numbers, E-mail, etc.) Also, you can update your "Participation-Recognition" within Rotary such as: Paul Harris Fellow, Benefactor, Past President, Meritorious Service, etc. This "recognition" information is then display in your "member profile".
Before leaving the data record that you changed, be sure to click on the “update” button to lock in your changes.
There are other options that generate reports for your Club's membership (including up-to-date e-mail lists, badge labels, club directory with photos, and contact lists). When you spend the time to update the DaCdb records, the Club's leadership and meeting information will be current and reflects your latest entry on the district's web site for "Where Clubs Meet". As a time saving feature, the DaCdb automatically "updates" the RI database, thus eliminating the duplication effort of separately maintaining the RI database! This makes the Semi-Annual Report (SAR) reconciliation much easier.
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Updating MEMBER records for Changes, Additions, and Terminations
Almost ALL maintenance functions are preformed by first using the "VIEW MY CLUB", assuming that you are a SecLvl-3 user (club officer).
So, once you sign into the District and Club database, simply move the mouse onto the CLUBS tab (near the top of the screen), then from the drop-down menu select VIEW MY CLUB.
Then, scroll down to where you see the club membership roster (Section 3).
To CHANGE a member's information (including MEMBER TYPE: Active, Honorary, etc), simply "click on their Name", which is linked to the change function. Make whatever changes are necessary (Member Type, Phone Number, E-mail address, BadgeNames, etc.), and then press "Update" to apply the changes to database.
And, the ADD New Member button is a the top of the Member Roster, just click it and fill-in the blanks.
When you see the Name of the person you want to DELETE, simply click on the Delete "link" beside their name, fill in the "termination data", and then it asks you to confirm the deletion...that's it.
And YES, all of these changes, deletions and additions are automatically forwarded to the RI database for you as soon as you click on the UPDATE/DELETE/ADD button respectively to your function.
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Update CLUB roles for Presidents, Pres-elect, Secretary, Sec-elect, etc.
The correct procedure is when you know someone in your club has a "new position", such as President-elect or Secretary-elect, you must let the system know of this new "role". And, this is the kind thing that you can change yourself.
So, once you sign into the District and Club database, simply move the mouse onto the CLUBS tab (near the top of the screen), then from the drop-down menu select VIEW MY CLUB.
And, then it is quite simple to do (just 3 clicks):
1) Click on [EDIT Club or Club Positions] button (TOP of Section 1 data);
2) Scroll down to the member roster, and to the member you wish to change;
3) Then change their "role" from Member to xxxxx (Pres-elect, Sec-elect, etc);
4) Finally, UPDATE their record. THAT’s IT!
Then it automatically updates the club's web page and associated district committees accordingly.
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