4HPlus Year end: Part 1

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4HPLUS YEAR END: PART 1 Groups, Re-enrollment forms, and ES-237

description

4HPlus Year end: Part 1. Groups, Re-enrollment forms, and ES-237. Entering Groups. Groups are used when you need to enter a large number of people without creating separate records for each person. If all participants are 4-H members, there is no need to create a group. - PowerPoint PPT Presentation

Transcript of 4HPlus Year end: Part 1

Page 1: 4HPlus Year end: Part 1

4HPLUS YEAR END:PART 1

Groups, Re-enrollment forms,

and ES-237

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Entering Groups

Groups are used when you need to enter a large number of people without creating separate records for each person.

If all participants are 4-H members, there is no need to create a group.

Worksheets can be printed for 4HPlus to aid in recording youth participation.

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4HPlus Demo

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4HPlus Demo

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Copying Re-enrollment Forms

Re-enrollment form templates are available on the 4HPlus On-Line Manual website.

Member forms and Leader form files are downloaded separately.

Member page 3 is optional.

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4HPlus Demo

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Printing Re-enrollment Forms

You can print re-enrollment forms for the current year or the next year.

If a member or leader loses their re-enrollment form, you can print a new one.

You can print forms for an individual or a club.

You can choose to print the currently enrolled projects or not.

Duplex form files are available, but with some restrictions.

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4HPlus Demo

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Verifying Data in Preparation for ES-237

4HPlus includes a utility that reviews every member, leader, club, project, and group record.

The utility looks for blank and invalid values in all required fields.

Any errors that need to be corrected are listed and are clickable.

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4HPlus Demo

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Creating and Submitting ES-237

Process takes only a couple minutes. All data must be successfully verified and

corrected prior to creating ES-237.

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4HPlus Demo

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What Happens Next?

After your ES-237 file has been sent, it is imported into the state system.

If everything imports correctly, you will get an email receipt that your data was received and imported.

After you get this email, you can start the process for creating the new enrollment year, which we will discuss in next week’s WisLine Web.

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Q & A