SK+User+Guide

toc Index of all C3HUU SK wiki pages:
 * C3HUU SK main page
 * C3HUU SK User Guide (here)
 * C3HUU SK Planning
 * C3HUU SK Users
 * C3HUU SK Web Training

Starting with SK at C3HUU
SK at C3HUU requires a userid and password. You may request a userid, or reset of a password by sending a message to SK at c3huu.org.

Once you have your SK userid and password, you may access SK a number of ways, here are the two most common: > NOTE: if the Servant Keeper program doesn't open, make sure that you have an "S:" drive by opening the "My Computer" icon on the desktop. If you do not have an "S:" drive, follow the directions at the bottom of this web page.
 * 1) Go to your Windows desktop and click to open the "Servant Keeper 6" folder
 * 2) Open your "Programs" folder and click to open the "Servant Keeper 6" folder

In that folder, click on the "Membership Manager" icon to open the most commonly used part of SK. There are also free online tutorials for the most commonly used features of SK and a set of online classes that are offered for a small charge. Details for all these online training options for the first half of 2009 are posted here.

For more detailed help, there are a great deal of hints and tips in the program itself. There is also tutorial material in the excerpts from the hard copy SK Reference manual (not available in an online format) that is in the Information Technology mailbox at C3HUU. C3HUU Member and Friend data is now installed and accessible from each of the PCs in the C3HUU offices.

Setup has been verified on the following PC workstations from the C3H administrator ID:
 * Minister's PC in Maj-Britt's office
 * Asst RE PC in RE office on Wren's desk
 * Membership Coordinator PC under Tifani's desk (tested on Tifani's ID)
 * Finance PC under Andrea's desk
 * Compaq Vista PC in Office Manager's office under Pat's desk

Please let us know whether you can access SK from your PC. The following PCs still need to be setup:
 * DRE PC under Marion's desk
 * New DRE PC in the former Intern Minister office

Work will continue getting all PCs setup so that they can reliably access the SK data. Please be patient!

Access policy
When initial userids and passwords are set up, they will be distributed to each C3HUU staff member or other authorized person. Please change the password to something else meaningful, first thing! Administrators do NOT know your password, nor can they find them out. However, administrators can reset the password should you forget it or somehow have other access problems. In communications regarding passwords, the abbreviation "pw" is used to avoid catching the attention of word scanning robots, who are doubtless scanning this entry very eagerly now!

Please change your pw to something you can remember as soon as you log in to SK! To change the pw, log in to SK using the "Tools" menu at the top of the SK Membership Manager, then select "Change PW" and enter your old and new pw in the pop-up box.

When to update SK?
Any time information is entered into the old Logos package, it should be entered into SK as well until we are able to cut-over to SK. Doing so will quickly surface any issues with SK and insure that any required data fields are all setup in SK as C3HUU has found them required in Logos. SK is still in trial mode at C3HUU, so a cut-over date has not been proposed. When a date is proposed, the Logos database will be set to Read Only and all new data would be entered in SK. One major reason to do so is that it took about 3 hours to convert all the Logos data to SK format. It is not clear that supplemental entries can be converted any more quickly, so let's avoid more conversion of Logos data if we can!

What data to enter in SK?
Here is a list of current known data being entered in Logos, Spreadsheets, or other tools that should be entered in SK as soon as we understand how to get the reports needed from SK that use that particular data.

who has access? || Volunteers may have access to ENTER data only, not view prior data. || RE, Asst RE || Staff, Board, Newsletter || Standard data entry, same as with Logos || Who should have access for reports? Anyone with access to SK? || RE, Asst RE || Staff, Board, Newsletter || Standard data entry, same as with Logos || Who should have access for reports? Anyone with access to SK? || RE, Asst RE || Staff, Minister, Newsletter || If input, SK can give reminders of upcoming birthdays, major anniversaries, ||  || who has access? ||
 * ~ Type of Data ||~ Who enters data? ||~ Primary audience for reports ||~ Comments ||~ Constraints on
 * RE Attendance: replacing current spreadsheets. || DRE, Asst RE, others? || Staff, Board || We are working to see if past records can be updated in SK, or will only have information from the date we start using SK going forward. Can use bar code on sheets or back of badges if deemed worthwhile. || Accessible only to authorized staff or RE oversight who have had a background check? ||
 * Total services attendance || Membership Coord? || Staff, Board || Does anyone keep an estimated or actual count today? || General access by staff, board, others authorized for SK reports ||
 * Donations || Treasurer, volunteers || Board, Treasurer || SK can be a front-end to QuickBooks. Method to do so is documented on SK support site. || Accessible only to Finance Asst, Minister, Treasurer, who else?
 * New Members || Membership Coord, Office Mgr,
 * Visitors || Membership Coord, Office Mgr,
 * Member event reminders || Membership Coord, Office Mgr,
 * Special Event tickets || ?? ||  || Interesting new use for SK, can print out tickets and use bar code reader to verify and count attendance. || New use noted with new version of SK. ||
 * ~ Type of Data ||~ Who enters data? ||~ Primary audience for reports ||~ Comments ||~ Constraints on

Reports wanted from SK?
Here are sample reports available from SK, what other reports do C3HUU Staff, Board, Church Council and Committees believe that they need?
 * SK Report and feature training
 * [|SK Report manager sample product screen shot]
 * [|SK integrated support for Photo directories]
 * [|SK Contribution & Pledge tracking (next 4 pages after page one as well)>]

Codes for Family/People Entry
There are codes in various fields that are inherited from Logos, here are the codes with the meanings as we best understand it (feedback appreciated): Logos ||~ Meaning ||~ Comments ||~ Code ||~ Meaning ||~ Comments || Member ||=  || YAC ||=  || Friend ||=  ||= NN ||= ?? ||=  || Member ||=   ||= O ||= ?? ||=  || Friend ||=   ||= V ||= Visitor ||=   || Member ||=  ||= VCH ||= Visiting Child ||=  ||
 * ~ Code from
 * = A ||= Active ||=  ||= IV ||= Inactive
 * = C ||= Child ||=  ||= IYAC ||= Inactive
 * = CH ||= Child? ||=  ||= M ||= Member ||=   ||
 * = DF ||= Deceased
 * = DM ||= Deceased
 * = I ||= Inactive ||=  ||= P ||= ?? ||=   ||
 * = IA ||= Inactive Adult ||=  ||= PK ||= ?? ||=   ||
 * = ICH ||= Inactive Child ||=  ||= S ||= ?? ||=   ||
 * = ICRF ||= ?? ||=  ||= SB ||= ?? ||=   ||
 * = IF ||= Inactive
 * = IM ||= Inactive
 * = IP ||= Inactive P? ||=  ||= YAC ||= ?? ||=   ||
 * = IPK ||= Inactive PK? ||=  ||=   ||=   ||=   ||

Mounting the S: Drive
At C3HUU, the workstations are setup with Servant Keeper code setup on the "S:" drive in Windows. If it is not, then:
 * 1) Open "My Computer" on the desktop
 * 2) Open the menu item "Tools" and then the item "Map Network Drive"
 * 3) In the popup window, enter: \\C3HTS209a\SK and hit enter or click "OK"
 * 4) If you get a popup window, enter your NAS Userid and also your NAS password. If you don't know one or both, send a message to SK at c3huu.org
 * 5) If successful, you'll see Windows Explorer popup opened to drive "S:"

OR if you have any problems, send a message to SK at c3huu.org and we'll fix the workstation setup.