MD Helps and Resources

INT = Internship

Within MD, “Internship” is a general term for Ministry Pathways 1, 2 and 3

FOR MISSING TABS – See under MIN

MINISTRY REPORTS TAB

1. Overview of how Internship is integrated into your Ministry Reports
2. Completing Part 4A and sending to Supervisor for Signoff
3. Completing Part 4B [ISSUE WITH SUBMIT BUTTON]
4. Plan and Progression Seasons Status

Guidance on the numbers – a Discussion with Brendan Pratt (UMS) – please note that since these Interview videos were created, there have been some adjustments, primarily to the way interns submit their reports. Since creating these videos, Interns now submit their report to their Supervisor, who checks it, adds comments, then submits it to the Conference on the Intern’s behalf.

1. Interview – Completing PART 4A – OVERVIEW
2. Interview – Completing PART 4A – NEW
3. Interview – Completing PART 4A – FAMILY
4. Interview – Completing PART 4A – EXPECTATIONS
5. Interview – Completing PART 4A – SMALL
6. Interview – Completing PART 4A – LARGE
7. Interview – Completing PART 4A – LEAD
8. Interview – Completing PART 4A – MINISTRY FOUNDATIONS
9. Interview – Completing PART 4A – MINISTRY EXPERIENCES
10. Interview – Completing PART 4A – SUPERVISOR COMMENTS (ignore the ‘Notify Intern’ button)
11. Interview – Completing PART 4B – INTERN COMMENTS

SNR – Most Senior Leader at any location

Can also be a P1/2/3.

FOR MISSING TABS – See under MIN

MINISTRY REPORTS TAB

1. Importing Preaching Plan into Part 3B LARGE (first see Delegating Preaching Plan – below) issue pp to be resolved first

SUPERVISION TAB

1. Overview of the Supervision Tab
2. Supervision>Intern Reports (see under SUP)
3. Supervision>Lay Users
   1. Invite Lay Users/ Delegate Preaching Plan (issue pp to resolved first)

SUP – Intern Supervisor

SUP must also be SNR of one location, cannot be a P1/2/3.

FOR MISSING TABS – See under MIN, SNR

SUPERVISION TAB

1. Overview of the Supervision Tab (see under SNR)
2. Intern’s Ministry Report for Supervisors – Overview
   1. Plan and Progression Seasons Status (see under INT)
   2. Completing and accepting/ submitting your Intern’s reports
3. Lay Users (see under SNR)

PROVIDE REVIEW FEEDBACK FOR INTERN

1. Completing a Competency Review for your Intern (via email invitation)

MSA – Conference Ministerial Secretary Associate

FOR MISSING TABS – See under MIN, SNR, SUP

USERS CATALOGUE Tab

1. Users Catalogue> All Personnel – Team and Conference Subtabs
2. Users Catalogue> Principals Subtab

MS – Conference Ministerial Secretary

FOR MISSING TABS – See under MIN, SNR, SUP

FOR UPPER LEFT SIDE MENU – See under MIN

USERS CATALOGUE TAB

1. Overview of the Users Catalogue Tab
2. Users Catalogue> All Personnel Tab
   1. Users Catalogue> All Personnel> Invite a User
   2. “…” 3 dots to the right of each row
   3. Users Catalogue> All Personnel> Conference
   4. Users Catalogue> All Personnel> ALL (Filter Feature)
   5. Users Catalogue> All Personnel> HIDDEN
3. MS Associates – invite, add existing
4. Users Catalogue> P1 Interns
5. Users Catalogue> P2 Concurrent Study Pathway
   1. Change a P1 or P3 to P2 (contact MD Support)
6. Users Catalogue> P3 Individualised Study Pathway
   1. Change a P1 or P2 to P3 (contact MD Support)
7. Users Catalogue> Principals SUBTAB (see under MSA)
8. Users Catalogue> Conference Clerk (a future feature)

REVIEWS TAB

1. Overview of the Reviews Tab
2. Reviews> Moderate Reviews
   1. Moderate, Publish a Review
3. Reviews> All Reviews
4. Reviews> Evaluation Summaries
   1. Understanding the relationship between Ministry Reports and Review Reports
   2. Open Ministry Reports or Review Report pdfs
   3. Release Published Review
   4. Download a Static Review Report
   5. Download a Blank Evaluation Summary Template
   6. Upload a completed Evaluation Summary 
5. All Reviews> Schedule Appointment
   1. Make Interview slots available for Ministry Leaders to meet with you

MODERATE REPORTS TAB (MS)

1. Overview of the Moderate Reports Screen/s
2. Overview of the different icons
3. Using the “DNote” feature to record notes
4. Progression progress indicators for P1/2/3
5. Provide Coaching Comments
6. Edit, Approve or Refer Back a Ministry Report
7. Process Ministry Progression (Summer and Winter only) – also available from Progressions Screen [wait for update in progress]

PROGRESSIONS TAB

1. Overview of the Progressions Tab
2. Progression requirements for P2/3 are different to P1
3. Progressing those on Pathways (P1/2/3) – overview
   1. 1. Understanding the status bar and mini-dashboard view
      2. Completing the Competency Review Requirements
      3. Completing the Ministry Report Requirements
      4. Recording notes and understanding how the progression result is updated
      5. Completing the Theological Component for a P2/3 (must be done by UMS)
4. Put Licensed Ministers forward for Ordination/Commissioning
   1. 1. Understanding the status bar and mini-dashboard view
      2. Editing Special leave period for a Licensed MIN
      3. Upload Ordination/ Commissioning Profile
      4. Completing the Competency Review Requirements
      5. Completing the Ministry Report Requirements
      6. Recording notes and updating Progression Result
5. Progress or edit Pastors to/in Retirement

ADMIN REPORTS TAB

1. Overview of Admin Reports
2. Sermon Report
3. Competencies/ CMF Report
4. Attendance Report
5. Profile Stats Report

LOCATIONS TAB

1. Overview of the Locations tab
2. Adding or editing Locations/ Location types
   1. Assigning Ministry Leaders to each location
   2. Updating your team assignments or roles

2. Locations> My Locations – Viewing your own assigned Locations – see under MS
3. Locations> Conference Vision – Updating your Conference Vision for any location type

DOCUMENTS TAB

1. Documents> Conference
   1. Manage Conference Documents – see under PGS

PGS – Conference President and General Secretary

FOR MISSING TABS – See under MIN, SNR, SUP

EVALUATION SUMMARIES (ALL REVIEWS) TAB

1. All Reviews>Evaluation Summaries
   1. Understanding the relationship between Ministry Reports and Review Reports
   2. Open Ministry Reports or Review Report pdfs
   3. Release Published Review
   4. Download a Static Review Report
   5. Download a Blank Evaluation Summary Template
   6. Upload a completed Evaluation Summary 
2. All Reviews>Schedule Appointment
   1. Make Interview slots available for Ministry Leaders to meet with you
   2. GRANT PRIVILEGE TAB to move to top of Reviews Screen as a subtab

Moderate Reports as PGS

1. Overview of the Moderate Reports Screen/s (see under MS)
2. Understanding the Summary Dashboard at the top of the screen (see under MS)
3. Using the Filters to display subgroups (see under MS)
4. Using hovering “DNotes” to record notes (see under MS)
5. Searching Previous years (see under MS)
6. Understanding various icons and hover text colours, numbers (see under MS)
7. Requesting overdue Ministry Reports to be submitted (see under MS)
8. Understanding the relationship between Plan Season and Progression (see under MS)
9. Progression progress indicators for P1/2/3 (see under MS)
10. Providing Coaching Comments (see under MS)
11. Edit, Approve or Refer Back a Ministry Report (see under MS)
12. Process Ministry Progression as PGS (Summer and Winter only)

UMS – Union Ministerial Secretary

FOR MISSING TABS – See under MIN, SNR, SUP

UNIONS TAB

1. Overview of MD SUPPORT Union Screen/s
2. Add a new Union
3. Edit Union Details
4. Add a new Conference
5. Edit a Conference
6. Invite a new Union Administrator
7. Invite other Union Staff to MD 
8. Assign or edit Union Administrators
9. Edit or Remove the role from an existing Union Administrator

CONFERENCES Tab

1. Overview of UMS Conferences Screen/s

PERSONNEL TAB

1. Ministers (ALL) tab (Need to change this title)
   1. Send bulk Reminder to all users with out-of-date Profile and Preference pages – check
   2. View User’s Profile and Preferences (see under MS)
2. Disabled Ministers (Disabled Accounts) (Need to change this title)
   1. “…” 3 dots to the right of each row
      1. Manage entity data
      2. Assign/ Edit Roles (RLC, SUP, LAY)
      3. View User’s Profile and Preferences
      4. Reminder a user to update their Profile and Preferences
      5. Delete User from the MD Portal 

(WARNING this feature should never be used for an actual user as it will delete all data relating to that user. This feature is designed for when a user has been incorrectly entered or duplicated at setup and the surplus entry needs to be removed)

PROGRESSIONS TAB

1. Overview of the UMS Progressions Screen/s
2. Editing Special leave – impacts Time Since Progression calc (see under MS)
3. Progression requirements for P2/3 are different to P1 (see under MS)
4. Progress those on Pathways (P1/2/3) (see under MS)
   1. 1. Understanding the status bar and mini-dashboard view (see under MS)
      2. Completing the Ministry Report Requirements (see under MS)
      3. Completing the Competency Review Requirements (see under MS)
      4. Recording notes and understanding how the progression result is updated (see under MS)
5. Put Licensed Ministers forward for Ordination/Commissioning
   1. 1. Understanding the status bar and mini-dashboard view (see under MS)
      2. Upload Ordination/ Commissioning Profile (see under MS)
      3. Completing the Ministry Report Requirements (see under MS)
      4. Completing the Competency Review Requirements (see under MS)
      5. Recording notes and updating Progression Result (see under MS)
6. Progress or edit Pastors to/in Retirement

REVIEWS TAB

1. Overview of the UMS Reviews screen/s
2. Moderate Reviews as UMS
   1. Moderate, Publish a Review
3. Overview of UMS All Reviews> Evaluation Summaries Screens (need to add Conference selection screen)
   1. Understanding the relationship between Ministry Reports and Review Reports
   2. Open Ministry Reports or Review Report pdfs
   3. Release Published Review 
   4. Open Ministry Reports or Review Report pdfs
4. All Reviews> Schedule (Rename Scheduled) Appointment
5. See Calendar with all Conference Review Appointments (Radio Filter at top)
   1. Accept/ Adjust Interview appointments
   2. Overview of the UMS Summary Reports Screen/s

MINISTRY REPORTS TAB

1. Overview of the UMS Ministry Reports Screen/s
2. Understanding the Summary Dashboard at the top of the screen (see under MS)
3. Using the Filters to display subgroups (see under MS)
4. Using hovering “DNotes” to record notes (see under MS)
5. Searching Previous years (see under MS)
6. Understanding various icons and hover text colours, numbers (see under MS)
7. Requesting overdue Ministry Reports to be submitted (see under MS)
8. Understanding the relationship between Plan Season and Progression (see under MS)
9. Progression progress indicators for P1/2/3 (see under MS)
10. Providing Coaching Comments (see under MS)
11. Edit, Approve or Refer Back a Ministry Report (see under MS)
12. Process Ministry Progression as PGS (Summer and Winter only)

JOBS POSTINGS TAB

1. Overview of the UMS Jobs Postings Screen/s

EXPORT TAB

1. Exporting Minister Assignments

DOCUMENTS TAB

1. Uploading Division and Union Documents (see under UPGS)
2. Editing Division and Union Documents (see under UPGS)

UPGS – Union President and General Secretary

FOR MISSING TABS – See under MIN, SNR, SUP

AUXANO TAB

See under MIN

CONFERENCES TAB

Overview of Conferences Screen/s – See under UMS

PERSONNEL TAB

1. All Personnel> Ministers (ALL) tab (Need to change this title) – see under UMS
2. Disabled Ministers (Rename Disabled Accounts) (Need to change this title) – see under UMS

PROGRESSIONS TAB

1. Overview of the UMS Progressions Screen/s
2. Editing Special leave (impacts Time Since Progression calc)
3. Progression requirements for P2/3 are different to P1
4. Progress those on Pathways (P1/2/3)
   1. 1. Understanding the status bar and mini-dashboard view
      2. Completing the Ministry Report Requirements
      3. Completing the Competency Review Requirements
      4. Recording notes and understanding how the progression result is updated
5. Put Licensed Ministers forward for Ordination/Commissioning
   1. 1. Understanding the status bar and mini-dashboard view
      2. Upload Ordination/ Commissioning Profile
      3. Completing the Ministry Report Requirements
      4. Completing the Competency Review Requirements
      5. Recording notes and updating Progression Result
6. Progress or edit Pastors to/in Retirement

REVIEWS TAB (add to UPGS)

1. Overview of the UPGS Summary Reports Screen/s
2. Overview of the UPGS Evaluation Reviews screen/s

MINISTRY REPORTS TAB (add to UPGS)

1. Overview of the UPGS Ministry Reports Screen/s (See under UMS)

JOBS POSTINGS TAB

1. Overview of the UMS Jobs Postings Screen/s
2. Posting a New Job
3. Editing or duplicating an Existing job
4. Archiving and Deleting jobs

EXPORT TAB (add to UPGS)

1. Exporting Minister Assignments

DOCUMENTS TAB

1. Uploading Division and Union Documents
2. Editing Division and Union Documents

DMS – Division Ministerial Secretary

FOR MISSING TABS – See under MIN, UMS