Program Entry

Overview of FR431UPD

Programs have many features in common with events, but are simpler. While the focal point of an event is an activity that raises funds through sponsorship of participants (such as with a walk), programs usually involve straight fundraising for a specific relief effort. Typically they provide emergency supplies, education, training, and/or small loans in areas ravaged by disasters.

Through Event Setup, programs may be customized with a name that will be meaningful to your organization’s users. Program records contain essential basic information (affiliated church, dates, fiscal year, pledged dollar amount, etc.), links to volunteers, and to orders for program materials. They also enable users to reference program gifts and memos.

• From the DDI Connect main menu, double-click Connect FR
• Double-click Event & Program Management
• Double-click Program Entry. You will see this screen:

In order to begin a new program, you must first associate it with a church PIN. Programs can currently only be associated with Church PINs. In the Church PIN field, type the PIN that you wish to associate the program with. You can also click the search icon to search for the PIN, or click the Add button to launch the Constituent Entry screen.

Once the PIN has been selected, the screen will appear like this:

To add a new program, click the New button on the toolbar. The fields will now enable for data entry:

The following fields are available on this screen:

Field	Description
Program name	Name of the program
Schedule date	The date that the program is scheduled to begin. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Program date	The date that the program was established with this church. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Fiscal year	Fiscal year to which the program corresponds. Assigned automatically by the system in accordance with the program schedule date. Display only
Staff pin	Unique ID number of a constituent serving as a staff member for this program. Type the number in the field or use one of the adjacent buttons to search for an existing constituent record, enter a new constituent record, etc
Sent certificate/date	An indication of whether a certificate marking a certain level of achievement was sent to the church. If you indicate it was sent, a date can also be provided. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Sent banner/date	An indication of whether a banner marking a certain level of achievement was sent to the church. If you indicate it was sent, a date can also be provided. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Sent patch/date	An indication of whether a patch marking a certain level of achievement was sent to the church. If you indicate it was sent, a date can also be provided. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Membership	Approximate membership of the church identified on this program record
Total amount pledged	Dollar amount pledged to the program by the church linked to the program
Amount pledged per member	Membership divided by the total amount pledged. Calculated automatically by the system. Display only
Group 1	If there is a group or organization associated with this program, you can select or add the constituent record here
Group 2	If there is a group or organization associated with this program, you can select or add the constituent record here
Group 3	If there is a group or organization associated with this program, you can select or add the constituent record here

When you have finished entering the information, click Save. This will update the Program number field, and activate the additional tabs: