On-Line Reporting 101

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• On-Line Reporting 101

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Member Access

• What is Member Access ?

• Member Access is an online tool which is accessed
  from the Rotary International website.
• Member Access contains tools for all Rotarians
  plus special tools available only to club
  president and secretaries for managing club and
  membership data.

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Member Access Functions(for Presidents and
Secretaries)

• View and change club membership data
• Pay club dues (during January and July only)
• Update club data
• View reports for club contributions to The Rotary
  Foundation
• View the Official Directory

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Finding Member Access Online
         
 

• Member Access can be found from the RI home
  page, www.rotary.org.

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Registration

• To register for Member Access you will need the
  following
• Your Districts number
• Your clubs ID number
• Your membership ID number
• A valid e-mail address

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Registration Information

• How can I obtain the necessary numbers to
  register for Member Access?
• Member ID Mailing Label of Rotarian Magazine
• (Also - District Secretary can look up)
• Club ID See provided list
• (Also - District Secretary can look up)
• District Number (5500, 5510, 5490)

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Sign-in Screen- New Users
Enter your District, club, and membership ID
numbers.
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Username and Password

• Member Access will prompt you to designate your
  e-mail address as your username.
• A password will be then e-mailed to you.
• When returning to Member Access, sign in with
  your username (e-mail address) and the password
  you received.
• You may change your password and username once
  you have entered the site.

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Sign In Screen- Returning Users
Sign in for returning users
Helpful Answers to your questions
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Frequently Asked Questions (FAQ)

• The FAQ button is available on each page for
  quick answers to your questions.

         
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Your Options as a Club Officer

• Options are displayed in the green highlighted
  box on the left hand side of the screen.

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Update Membership Data
View Rotary Foundation and membership reports
Add members to your club
Download a list of club members to your computer
View club data (meeting details and incoming
officers)
View terminated members
View/update individual records
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View Function

• The view function shows the name and contact
  information for each member. You can also view a
  members
• Committee participation
• Offices held
• Membership details

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Edit Function

• The edit function allows you to edit
• Contact information
• Member information

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Edit Function

• When adding a new member to your club, it is
  suggested that you search for that member first
  to avoid duplicates.
• You can search by
• - Membership ID
• - Name

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Terminating Members

• When terminating a member from your club, use
  the drop down boxes to indicate the
• Reason
• Date

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Semi-Annual Reports

• You can view your clubs semiannual report and
  pay club dues using a credit card in January and
  July.

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Official Directory

• The online version of the Official Directory
  allows you to
• View current committees and task forces
• View the RI Board of Directors and The Rotary
  Foundation Trustees
• Search for club and District information

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Club Data Form

• Use the Club Data Form to change your clubs
• Meeting day
• Meeting time
• Meeting location
• Other details

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Updating Club Officer Information

• The bottom portion of the Club Data Form allows
  you to enter the names of incoming club officers.
• Club President
• Club Secretary

Select Members Name
Select Term
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View Club Recognition Summary

• A Club Recognition Summary (CRS) report shows
  contributions to The Rotary Foundation for all
  club members and other donors.

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View Monthly Contribution Reports

• A Monthly Contribution Report (MCR) shows Rotary
  Foundation contribution information for all the
  clubs in the District.

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Other Functions

• All Rotarians can use Member Access for the
  following individual functions
• Contribute to The Rotary Foundation
• View your personal contribution history
• Manage e-mail subscriptions

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Contribute to The Rotary Foundation

• All Rotarians can contribute online to The
  Rotary Foundation using a credit card.

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View Your Contribution History

• All Rotarians can view their entire contribution
  history to The Rotary Foundation, including Paul
  Harris Fellow and Major Donor status.

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Manage E-mail Subscriptions

• Choose the categories of email correspondence
  desired from Rotary International.
• This screen also shows the e-mail address used to
  subscribe.

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Resources

• For more information on Member Access
• Contact your District Secretary
• Visit the Frequently Asked Questions page.

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ClubRunner

• What is ClubRunner?

• ClubRunner is
• A for fee subscription based service
• A virtual link between clubs and the District
• A central database of club and district data
• An on-line tool set for Rotary Clubs and
  Districts
• Bulletins
• Member Directory
• Website Administration
• Email Services
• Event Registration and Planning

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• Live Demonstration