Service Report Manager (SRM)

Index

Initial Entry to SRM program

Create/ Select Congregation.

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Adding or Editing Publisher Details

Enter Publisher Report

REPORTS

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R02 Report Publishers By Class

R03 Report Publishers By Months

R04 Service Groups

R05 Number of Publisher (Group by Pioneer)

R06 Publishers without reports

Initial Entry to SRM program

The first time you will be prompted for the “working directory”, this is the directory used during instalation and will the program and Data.

Next: Select language required and Continue.

Create/ Select Congregation.

Create New Congregation

Enter: Congregation Name Congregation Title Password (can be left blank) Click on ‘Create Congregation’ Re-enter password Click on ‘Create Congregation

This will create a new Congregation.

Note: (Additional Congregations OR Groups can be added if required.)

Select Congregation

Select required Congregation from list.Enter password Click ‘Login’This will take you into the main menu.

Other Options:

Clear Entry This will set all fields to blankDelete Congregation This will delete selected Congregation.

(A warning will be displayed to confirm)Note: This option will DELETE Selected Congregation

Exit Stop Program

Service Report Manager (SRM) Main Menu

Create Congregation User Groups

Select ‘Data/Group Details from Main Menu’

Enter Group Detail:

Group NameGroup OwnerGroup AssistantNotes

Click ‘Save’Group name displayed in list box.

(Enter as many groups as required)

Note: Groups must be setup before entering Publisher Details

Other options: ‘Clear’ Sets all fields to blank‘Delete’ Delete Selected Group.‘Exit’ Close and return to Main Menu

Adding or Editing Publisher Details

Select ‘Data/Publisher Details’ from Main Menu

To Enter new publisher:Enter

Publisher Name:Address (note: clicking right will fill in last saved address)Email Address (optional)Pioneer (Select from dropdown list)Group (Select from dropdown list)Phone detailsDate of Birth (no format checks)Date of Baptism (no format checks)

Click ‘Save’ the publisher’s name will appear in the list box.

To Edit Existing PublisherSelect required publisher from list box, publisher details will then be

displayedNote: Any item may be modified including the name.

Other Options:‘Clear’ Sets all fields to blank (Note: does not delete)‘Delete’ Delete the current selected publisher.

Note: Deleting a publisher will also delete all associated reports entered against this publisher and there will be no recovery.

‘Exit’ Close and return to Main Menu.

‘Filter By Group’ Displays list of publishers according to selected group.

Enter Publisher Report

Select ‘Data/Enter Report’

The previous month will automatically be set; can be changed if required.Select publisher from Publisher list box, Publisher Name, Group and Pioneer status will be displayed.Enter values for

Number of Publications, Videos Shown, Hours in Field ServiceNumber of Bible Studies. (Note: ‘Other’ can be used for any special

campaign,Comments can be added for this report)

Click ‘Save’ Information saved and all fields cleared ready for next publisher (If save mode is set to ‘Auto Save’ then the publisher details

will be saved automatically without having to click on save.)Note: Pioneer Status can be changed, for example if normally a Publisher and this month is an ‘Auxiliary Pioneer’. This will only apply to the current month.

Filter Options‘Filter by Group’ Displays publishers from chosen group‘Filter by Pioneer’ Displays publishers from chosen pioneer status‘Filter by Reports’ Displays All Publishers, With or Without Reports.

Note when set to without reports the publisher will be removed from the list as it is saved.

‘Save Mode’ Set to Manual Save Or Automatic Save (see above)

Other Options‘Clear’ Sets all fields to blank (Note: does not delete)‘Delete’ Delete selected report for this publisher.‘Send Email’ Send email to selected publisher.‘Send Group Email’ Send email to all publishers shown in list box.‘Exit’ Close and return to Main Menu.

R01 Report Group/Pioneer By Class

Select ‘Report/R01 Report Group/Pioneer by Class’

Select month/year from and month/year too for required date rangeClick on quick access date if 3, 6, 9 or previous year is required.This report has two report options: Click on drop down ‘Report By’:

‘Group’ will report on Group by Class ‘Pioneer’ will report on Pioneer by Class

Click ‘Go’ to run reportClick Exit to return to Main Menu

Example of Group by Class

Example of Pioneer by Class

Click print to send report the printerClick ‘Print Preview’ to display report before printingClick ‘Exit’ returns to Report Window

R02 Report Publishers By Class

Select ‘Report/R02 Report Publishers By Class’

Select month/year from and month/year too for required date rangeClick on quick access date if 3, 6, 9 or previous year is required.Click on dropdown ‘Select By Group’ to list publishers by Group if required:Click ‘Go’ to run reportClick ‘Exit’ to return to Main Menu

Example of Publishers by Class

Click print to send report the printerClick ‘Print Preview’ to display report before printingClick ‘Exit’ returns to Report Window

R03 Report Publishers By Months

Select ‘Report/R03 Report Publishers By Months

Select month/year from and month/year too for required date rangeClick on quick access date if 3, 6, 9 or previous year is required.Click on dropdown ‘Select By Group’ to list publishers by Group if required:Click ‘Go’ to run reportClick ‘Exit’ to return to Main Menu

Example of Publishers by Months

Click print to send report the printerClick ‘Print Preview’ to display report before printingClick ‘Exit’ returns to Report Window

Other Reports

R04 Service Groups

R05 Number of Publisher (Group by Pioneer)

R06 Publishers without reports

This report will display list of publishers not submitting report during the last 6 month

Options

Change Congregations – This screen is a=the save as the initial entry screen will allow you to change congregation