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1. Software for Churches amp Non profits MOBILE CHECK IN USER MANUAL VERSION 12 oe pas paa P P Table of Contents MOBILE CHECK IN OVERVIEW Check Im OULPTOCCS sti 4 Check in with an iPad smart phone or other mobile device occcccccnoononoccnnnnnnnnnnnnnnonnnnnnnnnos 4 Name Tass and Security PAGS ii is isos 5 CRECE Uan 5 INSTALLING ROLL CALL for MOBILE CHECK IN Hard ware SOLW are REGUITCIMCINS ina 6 ROIC a Workstations E R A a 6 Mobile de Cristo aS 6 Fixed IPAddress curia E icd 6 RollGallSottwate Installation 6 Sole User Versions ii isos 6 NEtWOrk VETO cristal deal 6 Pint Station Hardware Installation ni ii A do 7 Dymo Labelwriter 7 Brother Wireless Label Printer OL 710W sit ii i n 7 CONFIGURING MOBILE CHECK IN User Security and Cheek Wi Uri 8 Activale ROM CaMl SC CULICY oxic asia custstaarcblaewsin culver a a tana tigncba oud atianvadevaouestanes 8 Greate Check Mi USES ia ri risa icnciese Dastncdtinihawees 8 IMO Bile Checila Usando 9 Po US Usa a 10 Name Tags Patent La Sadie 11 Check In Pretoria ls css 13 O o o caeae en eaeceen ceaaseh ated N EEO 14 e O II cade Seated cad N 15 CUSTOMIZING CHECK IN LABELS El UNG CAD CI SIZE sail ia loci 16 Customize THC Parent Ta spna aaa e 16 Denne The Canvas sia E iaa 177 Place ODICE Sussie sds 18 Save Parent Las Deion acaricia 19 ESE UNG Parent Lantana nda 20 Customize the Child Name La iii iia iii 20 Derm the Canvas comicidad usd 20 save Chile P
2. Close the canvas window Click PRINT TEST LABEL If everything prints okay you are done with customizing the labels Ifthe tag did not print properly click CUSTOMIZE again to make necessary corrections Click to test your customization of the adult tag MI Mee MINT E Prelerentes Groupi Presup Keyingi Cotbenice Adsl Fesh Teg 4 i Print toad h This is a bit of a trial and error process Once everything is working you will want to delete the box outline around the objects on the canvas Highlight the box and click the delete key on your keyboard Make sure only the outline is highlighted not all the objects within the box 27 CREATING GROUPS Group Hierarchy Groups are defined by the following classifications l 4 Campus If your church has multiple campuses or locations with different groups and classes at each site you may want to define your groups at the campus level The campus indicates which site or location the group stems from Group Type The next level in the hierarchy is group type This tells us the general classification of the group Is the group a committee a small group a Sunday school class or a youth group Your church defines these group types or classifications Roll Call s default group types are Group and Class Department The next level in the hierarchy is the department The department is the ministry area within your church that is responsible for overseeing the group
3. place fields on the canvas and format those fields 4 Click SAVE icon to save the adult tag definition Define the Canvas Before you begin dragging and dropping fields onto your canvas you ll want to 1 Set the page size 2 Place your markers 3 Outline the upper left quadrant with a box This makes it easy to see the area you have to work in Click on the page size icon This will allow you to set the page size and orientation ea Click on page set up icon aS Page Setup Select your Dymo Printer and Settings Page Attributes E Label Size Format For OYMO LabelWriter 400 Turbo a i Dymo Label Printer Paper Size Shipping Address H 2 32 by 4 00 inches Orientation Ya D q Cancel 4 fu The canvas area that represents the label is the upper left quadrant If any objects are placed outside of that quadrant multiple labels will be printed Next you ll need to place your markers at the appropriate height The markers are the lines that go horizontally across the canvas They have an arrow on the right side of the grid If you don t see the markers right mouse click on the canvas and select Display gt Markers There are three markers Detail Break and Footer All three of these markers need to be set just above the line which represents the bottom of the label If these markers need to be moved click on the arrow then drag to the appropriate position Do not place fields below these lines 24 C
4. to have a fixed IP address so that address does not change from week to week This is discussed further in our white paper on Internet port forwarding 32 To get to the Mobile CheckIn login screen open your browser and type the IP Address of your Roll Call Server machine Tap the share button 05086 htup 192 168 2 2 ir sas USPS ZIP C a ZIP Code Area Code L by Number Adol Fy a Store Mac If you are running Roll Call standalone you will need to determine the IP address of that machine On the Mac go to the Apple and select System Preferences then Network This window will show you the IP address On Windows go to the Start menu in the lower left of your screen In the Search box type in CMD select the CMD under Programs In the Window that pops up type in ipconfig and press return This will give you your IP address Once you know the IP Address you ll use that as the web address in your browser Open your browser and enter If you do not have a fixed IP address this number could change each week If you do have a fixed IP address you can create web app icon on your home screen To do this 1 Tap the share button 2 Tap the icon labeled add to home screen 3 Name the web app icon 33 Enter the name you d like to use for the web app icon Login using your Mobile check in user name co pes A Mobile Device on Different Network If you are checking in from a r
5. you Il see two tabs dashboard and check in Click on the Check In tab Next make sure to select by Keyword from the drop down Touch the Keyword for the particular bus route Highlight one or more students then click NEXT You are now at the confirmation screen for the first highlighted child Mark the class or classes they are checking into click CHECKIN The confirmation screen for the next student will be displayed Name tags are printed at the church if you ve selected to print tags oy et a Y 38 When you select by Keyword from the drop down you ll get a list of the keywords in your system icin boina Paro Fiat a epee bal dcir 1d Paja ere 105 Keperurd Click on the appropriate keyword Tap on the stu dents you wish to check in click NEXT eS 139 MF N Wiese Li Bro 107 0 O57 BTD H Weert Ln Error 1g 4545 H Balani Pa ere 41010 4545 M Buela Fa Byn i gigi AA Hay H E es 00 Click Choose the class they will be CHECKIN attending click CHECKIN 39 Check in Visitors Enter as little or as much information as your church wants to capture Ata minimum enter the children s names The visitor family mem bers are now listed Tap on the students that will be checking in To check visitors into a class or group click on the ADD VISITOR button Select an association of Visitor Next enter the address and phone information if you d like Next enter
6. Check In Out menu Click on the Setup menu item Begin entering the information and click NEXT through each page As you complete a section a green check mark will be displayed on the related icon at the top When all icons have a green check you know you are ready to start using the check in system User Security and Check In Users To use Roll Call s mobile check in system you must sign into the system as a mobile check in user The type of user determines the screens you will see So the first thing you will need to do to activate the security system and set up the check in type users Activate Roll Call Security To activate the security system within Roll Call you must give the Director user a password To do this 1 Expand the Check In Out menu 2 Click on the Setup menu item 3 Enter the password you d like to give to Director Then re enter that password to confirm 4 Click SAVE Make sure to save this password before you click NEXT to go to the next step in the process hs a Navigator e nie Il E 2 8 2 G lae eale Expand Check In ee Out menu Click lx ma Y A B Sov i on Setup lt Ez a a EJ User Security nana Click on To use Rol Call Check in ihe Security system must be actvated an area to Enl r pa sword for She Director Uter l 5 go directly Make sure to click pp rm iY ere SAVE before leav ing this page Click NEXT through all the Steps Create Check
7. Ej dance Summary T Aneen Preser Repon A in Also enter lit mete Rage Type Biy Day Report ke aa what type of at tendance you are interested in Click GENER TE to run the report Errata j Sow 6 Choose which attendance you want to run this for You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services you d like to see or you may choose groups then pick the specific groups you d like included in the report 7 Click GENERATE to run the report 44 Note the daily to tals for each class Note the com bined totals for all Children s classes Attendance Summary Report Since we selected all the small group and wor ship services are included also HHH E E La tell cuir mi Tais kal corte Bi deal To run the Attendance Summary report by week month or year A ee Enter date range Select by week o ME seeing Expand the Attendance menu Click on Reports Highlight Attendance Summary Enter the date range for the attendance data you are interested in Select by week by month or by year as the report type Choose which attendance you want to run this for You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services
8. Group Mama nursery rra Utilities DEE ess Seat Daia 03222011 f Vily y Random End Dato Dadi a Saison Group Gustom 1 Group Gustom 2 Peederences 1563 101 Lae Frs Nickname Dale Joined Leader Invobyement Inactive inactive Dale a Klemp Candy 471 11 Logan Hope agit g fee a J ri eit pat Arpa r Change Thim 1 AOA Select Candidates Use this window to build Define the candidates for membership in the list of possible enroll a ee s into this group Choose nen st iati Regular Attender associations gender or do merce cal age ranges that should be nace included in the list ea F Male 1 Female Between Ages of u and u Cancel y Query Editor PAGO Select Candidates nursery Highlight all the Coemmard click or shift click do sebecl members people you d like to 1122 Glad enroll in the group a Click ENROLL E A SELECTED Erret Selected 4 va hirira 31 USING MOBILE CHECKIN Roll Call Mobile CheckIn is an add on component to the Roll Call software package It allows you to check in students or adults using an iPad iPod touch tablet or a smart phone that has access to the Internet or wireless connection to your local area network When you use a mobile device to check students in the name tags and security tags can be printed on a Dymo Labelwriter connected to a computer logged into Roll Call as a Print Queue users Labels can also be printed on the Brother QL 710w wireless printer You will n
9. Pa Late serca Tiia 5 Sulurday serca Mir she e TUESDAY 7 Gre Gr 8 Next click on the Columns tab to choose the information you wish to include on the report Click on a column name from the left column and move it to the middle column 9 Click on the View People tab to review the people that will be included in the report 10 Click GENERATE to run the report 49 Double click on a field from the left side column to move it to the Selected column The report lists how many times a person came each month The dash means there was no attendance for that month Arcendance Reports Cera Columms View Records Selected Son L st Mame ri Lasi Hama T Pibipi Firs Marna First Mame 4 First Name Middle Mare Daie of Barth Hama Sufi Hickonarra Drag columns lo change order Work Phone Call Phat Drag columns lo change ceder Rear Harare Glew Artendance by Person TAT Cees Ae o air The number of months attended and months missing are also included Note all the actions that can be performed Attendance by Type The Attendance by Type report will list all the people who came to a group or service on a specific day This 1s a great report to run 1f you want to see who came to your Sunday School classes last weekend and who was absent Or you can see who attended last Saturday nights service To create the Attendance by Type report do the following a a Expand the Atte
10. To run the attendance reports you 1l need to log into the back end of Roll Call From a Roll Call standalone or client login as director or administrator or other standard user Expand the Attendance menu and select reports Attendance Summary The attendance summary report gives head count information for service and group attendance information The Attendance Summary by Day lists the group or service the meeting date the number of people enrolled if the attendance is for a group the number of visitors people with the association of visitor that attended the head count and the number of people that attended For a specific class service and day the head count and number of people will be the same However on the summary lines the number of people represents the number of unique people that attended those classes So if someone attended 2 classes and a worship service they would only be counted once The Attendance Summary can also be run by week month or year When running for this time frame it will display the head count To run the attendance summary report by day 1 Expand the Attendance menu 2 Click on Reports 3 Highlight Attendance Summary 4 Enter the date range for the attendance data you are interested in 5 Select By Day as the report type a N Attendance Reports eae fearon Comms Enter date range Highlight Atten Vaaa are interested Al tendanc by Sassin AA
11. an arrow on the right side of the grid If you don t see the markers right mouse click on the canvas and select Display gt Markers There are three markers Detail Break and Footer All three of these markers need to be set just above the line which represents the bottom of the label If these markers need to be moved click on the arrow then drag to the appropriate position Do not place fields below these lines at cdi Form Checkin abelParent Era 7 i o 7 AM E rt ZO 2 Tos EE You may wish to draw a box around the area on the canvas that you can place fields This makes it much easier to see the area that you 1l be using Click on the box icon on the left side of the canvas Place your cursor in the upper left of the label area and drag it to the lower right area of the label area You now have a white area in the upper left quadrant that represents the area that you can place fields 21 we Click on draw box icon Draw box on canvas to rep resent the area where you can place objects Place Objects You may place static text images or data from the object library on your canvas To place static text onto the canvas click on the Text tool on the left side of the canvas Now draw a text box on the canvas Enter your text You may use the property box on the right to modify the size and font of the text Click on Text tool BLES SH BrZzoe Enter your static text L O To place a
12. customize the parent tag child tag and adult youth tag Set the Label Size Mark option for cus tom Then choose label size In order to customize your check in labels you must go into the Check In Out setup wizard from the Navigator screen Click on the Tags icon Answer Yes to the question Do you want to print tags Click NEXT Mark the Label Size option Custom Choose the Label Size you will be using If you will be adding information to the 30256 or 30334 labels you ll need to select that size in the custom area Choose Portrait or Landscape this will depend on your label size and orientation 7 Click NEXT a E 2 Lorne l l Navigator 120 1 ES i A a a Ta A J E aw iz B Ii I a E Organization l Ti i i i 1 a Poagili ka m W gt F Y wv e 2 Search Profes Ee A P Add a Farry Lier Sacurity Tani Prolemencs Acura Frar ketiga sche Which sine tag will you use O Dymo 30486 Lange Shipping y Dymo 30934 Multipurpose E Dymo Custom Label Se wi 14S Portrait 2 Landscape gt A Administration Customize the Parent Tag If you have marked the option to create custom labels you will need to also customize the parent tag From this window answer Yes if you wish to print a parent tag Next choose the security number you d like to use on the parent tag Once you ve made those selections you may begin defining your parent tag 1 Click CUSTOMIZE PAR
13. have that printer defined on the computer that will be logged into Roll Call during the check in process Dymo Labelwriter If you will be printing name tags and or security labels plug your Labelwriter into a USB port Make sure to install the printer drivers first then follow directions for plugging in the printer If you are on a Windows machine go to Printers and Faxes at the operating system level and choose properties for the Dymo Labelwriter Click on Printing Preferences For the 30334 labels click Portrait For the 30256 labels select Landscape Click on the ADVANCED button then select the appropriate labels size If you are a portable church or are plugging the Labelwriters in each Sunday please note on some Windows machines a new printer definition 1s created each time you plug in the printer Make sure you only have ONE Labelwriter printer definition and that it is online Brother Wireless Label Printer QL 710w If you will be using Mobile CheckIn iPads Tablets or Smartphones for checkin you may choose to print your labels on a Brother wireless printer You will need to install the print drivers for each Brother printer on a computer that will be logged into Roll Call during your check in timeframe You can define multiple brother printers on a single computer but make sure to give them unique names CONFIGURING MOBILE CHECK IN To begin configuring Roll Call to use the mobile child check in features expand the
14. logged in as ihe pini queue user bul you mast have al lent ona hb conmecti n io Rol Cal a O yen a A below and for Rol Call to usa h A background process ls created to primi labels selected printer Sibert a Printer Carmel i Save Clowes Name Tags amp Parent Tags Use the tags section to set your preferences for printing name tags and parent tags Once you hit next from the check in user screen you will be asked if you want to print name tags upon check in If you do click Yes Click NEXT Next you ll be asked which size you d like to use We have 2 standard sizes The 30256 is the larger shipping size label The 30334 is a smaller multi purpose label If you d like to use a different size label or customize the information that is printed on the label choose the customize option This will take you to the form to create your label For detailed instructions on customizing the name tags see the next chapter on Customizing Name Tags and Parent Tags The next window asks if you d like to print a parent tag for children The parent tag lists only the security number that matches the child s name tag Parent tags are only printed for people in the database whose family position is Child Also on the screen you may indicate the number you d like to use as the security number on the name tag and the parent tag You may choose from the family number a random security number that uses numbers and characters or a ran
15. meant for one time instructions Both pieces of information will be printed on the name tag label Click ALLER GIES NOTES Enter the aller gy information or the one time notes Checking in by Group or Service Checking in by Group or Service is a great way to record real time attendance Please note that name tags are not printed using this method When you choose by Group you ll be presented with a list of students enrolled in the group class You highlight the students as they arrive and click CHECKIN Attendance is now recorded for those students Once you ve logged in you Il see two tabs dashboard and check in Click on the Check In tab Next make sure to select by Group from the drop down 1 Touch the Group you ll be checking kids into 2 Highlight one or more students then click CHECKIN 3 Repeat as needed 37 Select by Group from the drop down then tap the group you ll be recording attendance for Tap one or more students then click CHECKIN Click CHECKIN E El g og vd Checking in by Keyword Checking in by Keyword is a great way to handle check in for a Bus Ministry You can create a keyword for each Bus Route and assign that keyword to each child that 1s on a specific bus Then the bus driver can have an Pad with 3G and check students in as they get on the bus When they arrive at church their name tags will be ready for them Once you ve logged in
16. on the canvas You can then resize it and move it where you d like it Please note if your image is a large high resolution image it can slow down your printing time To place data or system information drag the applicable field from the object library onto the canvas To change the size or font of the data select the field on the canvas and use the property box to change size and font 18 Object library Lists all data that can be printed on tag Highlight all the fields on the canvas Use the alignment tool to align left right center Click the SAVE icon to save your custom ized tag Lb Alergy LH _BadgeHo TOOL oe re EEEN ee mi 3 04 Ga Allergi Badge No Barcode Lb Birha L Date Le_Cusiomi E Current Dare Cuscoml Lb _Farridum LEN Firsifiarm Tapem Famih Humbe Firar Name iii eee ls Drag field from object Croup Name Group Day Time Last Hame library onto Lbl_Hote gt Lbi_OrgWame Liv_ParerntCedl Canvas Organization Parents Call Parenti Hamas Parent Hames cell LH ertog To align fields on the canvas use the alignment tool on top of the canvas to center align left or align right Fields that would make sense to include on the parent tag would be Current Date Family Number or Security Code A full list and descriptions of the fields available in the Object Library can be found in Appendix A me e Ea na po Center Vertically E Ali
17. over which printer the name tags will go to you can create a print queue for each of your Dymos then connect a mobile check in user to a specific print queue If you will be using the Brother wireless printer you will want to set the Print Queue user to remote Then select the printer that will be associated with that print queue Each brother printer needs to have it s own print queue user To print to the Brother printers you do not need to be logged on as the print queue user You just need to be logged onto Roll Call from a computer that has the printer defininitions for the Brother printers Choose local printer when setting up Print Queue user for Dymo printers Choose remote printer when defining a print queue for use with the Brother wireless printer E n i User Security i r Preta Slats Liar H ri printer i Thangs Parisai Fermis siora The Print Queue user le used do print out labels for people who hawe been checiosd in using Roll Call Mobile Checkin There ane mn modes available Local or Remote Select local when you wani lo print labels lo a printer hooked directly ta the machine Uae Merci velar p ua wani b parir aS or red pinh Gn dur LAN Default Campus r 5 Use local printer To print labels do a local privier you mai be logged into Ral Call 44 the prnl queue user when checking in using Food Gail Mobile Checkin 2 Use remote printer To prnl do a remate printer you do mH ave lo ba
18. people into groups that are currently meeting To create a session Click on the session tab 1f sessions are not currently displayed Click on the plus sign in the lower left A row will be displayed with a default of Sunday and time of 12 a m Use the Day of Week drop down box to select the appropriate day Enter the Start Time Enter the End Time Place your cursor under Room and double click to enter the room number of this group meeting WO E Groups 1 E aS n ae bl EE dS lt q dd P pl Pre Errad ima dad Fail Friar 1313 Rime Enter Lasi Marmer Hews Leader Enter start and Grup E 1 Sop ors e end times Depuarimeni Chikdren a Licata Grup NAmE ursery HSA Daia OwA A Group Status ince Actes Prequency a El Weekly Rangos End Daie OOO E select 1 2 3 4 5 6 Select the day that the group meets Click on the plus sign to add a new session 46 0 Delita y Canal Baron L Hew Save de Claas 3 e es _ y ne 29 Enter roster prefer ences Enter age ranges if you will be graduating on as birthdays From Age O Years Preferences Use the preferences tab in the group screen to 1 Tell Roll Call how many labels you wanted printed upon check in into this group 2 Tell Roll Call which fields to print on the Attendance Roster 3 Set age ranges for graduation AA y Groups 1 e
19. the Mom and Dad s information if you d like to capture that In the lower section enter the children s names You can enter up to four children through this screen Click OK to save this information Click OK to save this information and continue in the check in process Click NEXT 40 Tap on the class you d like to check them into Click CHECKIN Click on WHATS MEETING to see available classes to check them into Printing Name Tags and Parent Tags This is the win dow you ll see when you log in as the print queue user Once a family has checked into their classes the name tags will be printed based on the print queue associated with your mobile user If you are printing to a local printer you can view the status of the print jobs on the window that is displayed when you log in as the print queue user If you should need to reprint simply highlight the family name and click REPRINT The name tags and security tag will be re printed If you are printing to a Brother printer you will need to be logged into Roll Call from the computer that has the Brother printer definitions You do not need to log in as the print queue user you may log in as any Roll Call user J Figs shoe DO IIS PAR Reprint a Print Queue Foray Marie Sa Using the Dashboard When you click on the Dashboard tab you will see a list of all the classes that someone has checked into today The head count
20. the sos r von a name of the group or service and the specific time All who attended at that time are cdas a listed i Condor Absent Present Report The absent present report allows you to find folks who have been absent so many weeks or who have attended so many times in a certain time frame To run the Absent Present report Expand the Attendance menu Click on Reports Highlight Absent Present Enter the date range for the attendance data you wish to view On the Who tab select the people to consider for the attendance report You can choose by association groups keywords shepherd areas or search the database Once you choose your type you can pick the specific values For example if you wanted to evaluate attendance for all your Members and Regular Attenders choose Associations then click on Member and Regular Attender Ag i Attendance Reports Columns Wew Fhecords Highlight the Ab MN From the sent Present who tab smo pa report e choose which TA people you d Enter date e E gt like to con range of atten San aut sider for the dance that will be included on report report 92 6 Next click on the What tab to choose which attendance you want to use in determining who was present or absent You may select All and it will evaluate attendance for all services and groups Select Services and c
21. this specific check in user Mobile Check In User Make sure that you create a mobile check in user name for each person mobile device You can not log onto multiple mobile devices with the same user name Once you ve created your mobile check in user There are several parameters that you must set for that user For each mobile check in user you can set the following defaults Self Check In If you will be using the mobile device as an unassisted station you ll want to mark Self Check In When this is set no address information is displayed the user may not log out of the system and the user will not be able to get to the URL area to go to a different web address Check Out If your user has check out privileges you can check students out of classes using the mobile device When a student is checked out using the system the check out time is recorded Add Visitor If this is checked the ADD VISITOR button will be displayed on the check in pages This will allow you to enter visitor name address phone and email information Then you can check them into groups classes or services Check in Using Choose the method you d like to use to check students in Would you like to pull them up by their last name phone number or keyword You can also choose to check in by group or service These options present a list of people enrolled in the group or service The user can mark those present and click CHECKIN 9 M
22. to boys ages 6 8 you could check male and enter an age range of 6 8 Press CONTINUE to get your list of potential enrollees Mark the box to Select All if you want everyone in the list to be enrolled in the group Or highlight each person you want enrolled To highlight multiple people hold down the Apple CMD key on the Mac or the CTRL key on Windows Select using query editor If there is different criteria you d like to use to determine potential enrollees you can use the query editor to get that list For this example let s say we want a list of those people that live in a certain city From this window click the QUERY EDITOR button The query editor will be displayed 1 Change the Query In field to Address 30 Select City from the Field Name drop down box Highlight is equal to in the Comparison box Enter the name of the city in the Value field Click on the QUERY button Arr A list of people that live in that city will be displayed Mark the box to Select All if you want everyone in the list to be enrolled in the group Or highlight each person you want enrolled To highlight multiple people hold down the Apple CMD key on the Mac or the CTRL key on Windows AD File Edit Alida Reports Help From within the anf copra ren rover eee GB e I group you wish to Endesa a MELIA 13413 enroll people into Ente Last Names Notes select the Mass er m Enroll option under Re a slats
23. you d like to see or you may choose groups then pick the specific groups you d like included in the report Click GENERATE to run the report AAA Meda Re fpcmana e pom Choose the End Dae 022011 attendance you by Week Es are interested in ezo EE Choose the AGERE 12 nd Grade g specific values g ADFSFS 11 gt gt Baker Sii Group 5 ort 10 nursery 1 oa 15 Gort h General gt Tirte 45 ane Attendance Summary Report Note each of the a ag classes I chose is listed The head gt count for the entire pa anite week is listed AA ein al tiipii tatii any Click EMAIL o send this report to someone via Email Click graph to create a graphical representation of this data AnA Allende Pure ry Fogel Graph of above ttendance data Note weeks along bottom z E A FTT Wi aa Di WENI I To wii Righi click on the graph and seleci Print Attendance by Person The attendance by Person report outlines the different services or groups a person came to if you run this report by day If you run this report by week month or year it will show you in a spreadsheet format how many times they attended each week month or year To run the attendance by person report by day 1 Expand the Attendance menu Click on Reports Highlight Attendance by Person Enter the date range for the attendance data you are interested in Select By Day as the rep
24. A Altendance by T File Edil Wee Indert Dayle Toit Dibibai NS e 423 Jajz7 i 17 Lists the class E Hie SWS i A E name Ss oa reei Serer E La A me dhar de hira earn hide Princa Patty Mionaid amp Hajt bender Lists members A i mee id Lists absent present for the pema pp members date 7 Frat Jay Evin A e Petras aod Tomar Tara dom A be Pt Ae border de Fery k Jal Hard pes Dim Char Pera a ecu kiari Caro Lagan ren Era Hered S doy Prime m Bay var kiask Anar Seni Kaley Fa Adare dde bree Desh ore e atera Been Beery i bimi i Grm gar Attendance by Session The Attendance by Session report will list all the people who came to a specific group session or a specific service time on a specific day To create the Attendance by Session report do the following 1 Expand the Attendance menu 2 Click on Reports 3 Highlight Attendance by Person 51 4 Enter the date range for the attendance data you are interested in 5 Choose which attendance you want to run this for You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services you d like to see or you may choose groups then pick the specific groups you d like included in the report 6 Click GENERATE to run the report ANLA Attendance by Session Enri Serer td iing Der fant Tires bold Teim Head reri The report lists
25. Children s Ministry Congregational Care Youth and Music are some common departments Status The status indicates whether the group is active or inactive Add a Group Select the group type Group 10 department na Jl name of this group Click plus sign to add members to this class Enter general information From the Check In wizard in the groups area click on the plus sign to add a group Once you are in the screen to add the group I Ze 3 Enter the values for Campus Group Type Department and Status Enter the specific Group Name If the group has a leader enter the last name in the Leader field Press tab to view a list of the folks with that last name Select from the list If the group has a co leader enter the last name in the Co Leader field Press tab to view a list of the folks with that last name Select from the list Enter the Location of the group if applicable Indicate if the group meets weekly or randomly A group or class that you will be checking into must be set up as a weekly group You may enter any comments or notes in the Notes field The Start Date will default to today s date You may change it if you d like To use the check in system you must also enroll your children into the group class and define the days and times that this class meets Groupe Add Record E d lt lt gt P w P A R Enter leader s Enter Lara Mires holes i s Cami A la
26. ENT TAG 2 The canvas and object library windows are displayed The canvas is used to layout the tag and position the fields on the tag The object library contains all the available fields that can be used on the canvas 3 To create the parent tag define the canvas place fields on the canvas and format the fields 4 Click SAVE icon to save the parent tag definition 16 Click on marker arrow to move up or down Define the Canvas Before you begin dragging and dropping fields onto your canvas you l want to 1 Set the page size 2 Place your markers 3 Outline the upper left quadrant with a box This makes it easy to see the area you have to work in Click on the page size icon This will allow you to set the page size and orientation Click on page set up icon Select your Dymo Printer and A eee Label Size Settings age Attributes H Format For DYMO LabelWriter 400 Turbo 4 Piyarvo Label Printer Paper Size Shipping Address 2 32 by 4 00 inches sal i Orientation The canvas area that represents the label is the upper left quadrant If any objects are placed outside of that quadrant multiple labels will be printed Next you ll need to place your markers at the appropriate height The markers are the lines that go horizontally across the canvas They have an arrow on the right side of the grid If you don t see the markers right mouse click on the canvas and select Display gt Marke
27. In Users After you ve entered the Director password and clicked NEXT you will be at the window to add check in users To add a check in user click on the plus sign in the lower left of the window Enter the following information 1 Username enter the name for this specific check in user 2 Password enter a password for this specific user or leave it blank 3 Confirm re enter the password 1f you entered one 4 Check In User Client choose this option for client check in station users 5 Check In User Mobile choose this option for users that will be using mobile devices 6 Print Queue choose this option for a user that will be your printing station 7 Click OK to save this user a de tr Ar y z Click the plus Pir peiin q A _ _____ _ sign to add a Ec da F w EN amp d vd i lg check in user aT a M er Tap Prslrencas Groupa People Keyiags B Penil Hasiges User Accounts To uae the Check in station you mus create one or more check in user accounts and select the pilenni Double obck On an easing Account lo idi Linea SabOneci n Touch Screen Cuck Enrol Raped Checi n Enter a user name and User Name checkin 3 Make sure to password for this user e choose check cont pasoo E in type user Standard User Checkin User Client C Checkin User Mobile 5 Print Queue Cancel OF You are now taken to the window to select the properties for
28. and visitor counts for each class are listed on the right Click on the class name to view a list of the people that have checked into that class Once a family has checked into their classes the name tags will be printed at the computer where you have logged onto Roll Call as the print queue user You can have as many of these print queue stations logged in as you d like 41 Click on Dash board tab to see head count information for each class Tap on the class name in the dash board to see a list of students checked into that class E 9 E re E 9 Checking Out If the mobile check in user has check out privileges you ll be able to check students out of their classes When you check them out it records the time that they were checked out and the Roll Call user that checked them out To check a student out do the following 1 Pull up the student based on name phone or keyword 2 Select the appropriate family Click NEXT 3 Tap on the students name 4 From the confirmation screen click CHECKOUT 42 Click CHECK OUT 200 AM 10 00 PM To check a student out from a group list do the following 1 Select by Group from the Check In tab 2 Tap on the group you d like to check student s out of 3 Tap on each student you d like to check out 4 Tap on the CHECKOUT button Tap on student s name then click CHECK OUT eo x mai 43 ATTENDANCE REPORTS
29. ark the options that apply to the mobile user you are creating Return Families or Individuals If you user is set to return families once you enter the last name or last 4 digits of the phone number a list of families will be returned that meet the entered criteria Then the user will need to click on the appropriate family Next a list of family members will be presented so you can choose the ones that will be checking in If your user is set to return by individual a list of people that meet that criteria will be displayed For example if you search by name and enter Smith a list of everyone who has the last name Smith will be returned You can highlight one or more from the list to check them in Default Campus If system preferences are set to allow multiple campuses each check in user can have a default campus defined This means that the user will only be able to check into groups classes services that are from that campus For example if the check in user has a default campus Southside they will only see groups that also have Southside as the campus List only Children If you log in as a mobile check in user that has list only children marked only children will be returned in the list for you to choose who will be checked in For example if you have a Smith family with mom and dad and 2 children when you search by their name only the 2 children will be listed for check in De
30. as Denia 23 OSU CG AS arnold 23 Customize the Adult Youth Name Tas aii ii 24 Dermethe Canvas lidad usdn 24 Save Adik Pas Dean ricas ica Zi Testi AQUI Youn Ta sa a 27 CREATING GROUPS Ei A 28 Enter gencral torna iii irte 28 Add Men od 29 Create SESSIONS aut ii ii to 29 Pre rore CE Sandia 30 UE A A A 30 USING MOBILE CHECKIN Gettine Started lat n 32 Mobile E hechan riadas 32 Enter License Number celra E S 32 Logeme in with your Mobile Devido soriana ua aaa llosa 32 RoN Cal ConfisuitaiOri sl 32 LOIN STEC aen Ea E E E E O Ria 34 Checking in Using Last Name or Phone Numbet cccssssssseecececcceeeeesseecceceeeeaaeesseeeeeees 35 Maportine PhotoScape E ented ana 36 Checking 1h Dy Group or Servie sacred 37 Enterine Allers esS Note ala E 37 Checking in by KeyWord psa 38 CHECK A SIO A E a iach tetera 40 Printing Name Tass and Parent Tags usina 41 Encanta pcia ren cre nee 42 ATTENDANCE REPORTS Attendance SUMMUALY dana daa aaa aa 44 Attendance Dy PErsOM cueca 46 Attendance Dy TI POr a aa 50 Attendance DY SESSION A AAA A A 51 Absent Present Repor aris iee a a a a 52 VISItOr REDOT urdu 54 MOBILE CHECK IN OVERVIEW Check In Out Process The child check in system in Roll Call allows you to check students into their classes record attendance and print name tags and security labels With Mobile CheckIn you can check students in using a mobile device then print labels at a centralized print sta
31. ber and Regular Attender to select those values ee A UN J Pi Male Attendance Reports Click on At tendance by ____ Person Select a rapari s mmm ocres Columns Vir Feco j A end nos by Pors on Allendanoe by Type e Click on Who Aen een sao Abrera Present Reaper End Dale pararon E gt ta wisior Repot Repon Typa bey Month Choose who you wish o gt ees only to see in the report In this example I chose by Association Then picked Member Reg Attender and Occa sional Attender k silir Regul CACA ria nai id 7 Next click on the What tab to choose which attendance you want to run this for You may select All and 1t will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services you d like to see or you may choose groups then pick the specific groups you d like included in the report ANA iS i Attendance Reports aan ORG l Antena Columns View Records Click on the What S remitir tab Then choose Pearman eis T Attendance by Session Start Cate MANI Es In this example Absent P reseni Repor End Dae osessoti Es the type of atten y Co I ve chosen dance data you wish oe Service at to consider for this Annee oi tendance And report A B chose these 3 m Selected Faster Sund 2 Worship ser Services Cae Fry 11 ee
32. dom security number that is strictly numbers Click NEXT 11 l T Home s gt Organization i i i E 1 ike parentes _ aie ee sw like parent tags uni User 5 y Tag Preferences Gegpupa Propia Keytags printed for chil dren Do you want to print a parent tag for pick up Yes 2 Ng Indicate the A oa Security number on Parent ag Family Mumbar 2 Random Number Alphanumeric C Random Number Mumeric security number you d like dis played Click NEXT i From the next window select the information you d like printed on the child s name tag 1 Logo if you are using the 30256 size labels you can print a ministry logo in the upper left of the label You don t want this logo to be a super high resolution logo or it will take a long time to print 2 Barcode some churches print the barcode on the label itself for easy check out 3 Security number choose the security number you d like printed on the child s name tag The badge number is not allowed if you will be printing parent tags The badge number uniquely identifies the child The family number is a number assigned to the family in roll call The random security number is randomly determined by the system The random number will change from week to week The badge number and family number will not change from week to week 4 Allergies any allergies listed in the Special Needs comment section will be displayed
33. eck in Tus Shelby Bally Suzy El Eibar Jiwit 35 Select the chil dren that will be checking in 9 Now you are at the confirmation screen for the first family member checking in 10 Mark the class or classes they are checking into click CHECKIN 11 The confirmation screen for the next family member will be displayed Continue this process until all family members are checked in 12 Once each family member is checked in the name tags will be printed at the centralized print queue station Select the class this student will be attending Click CHECKIN Importing Photos You can pull in photo s into Roll Call from the check in screen Click on the Photo Edit button from the confirmation screen Then click choose file At this point you ll be given the option to choose a picture from your camera roll or take a picture 1 Tap on PHOTO EDIT 2 Click on CHOOSE FILE 3 If you are on an iPad iPod or iPhone you ll be given the option to use an existing photo or to take one Tap on the option you d like 36 Click PHO TO EDIT button Click the choose EA file button then select your meth od of pulling in the photo Entering Allergies Notes To enter one time instructions or allergy information press the ALLERGY NOTES button A window will be displayed to enter this information The allergy information will be stored in the person s record The notes are not stored They are
34. eed to logged into Roll Call from a computer that has the Brother printer defintions Getting Started Mobile Checkin Trial We offer a 30 day trial of Mobile CheckIn if you would like to give it a test drive You will need to activate your trial by doing the following Login to Roll Call as Administrator or Director Select File gt Enter License from the top menu Click on the Mobile CheckIn tab Click on the TRY IT button Restart Roll Call i eae SS Enter License Number If you ve purchased a license for the Mobile CheckIn component you ll need to enter your license number to begin using it To do this Login as Administrator or Director Select File gt Enter License from the top menu Click on the Mobile CheckIn tab Enter the License Number Click OK oe PO Logging in with your Mobile Device Roll Call Configuration You can run Mobile Check In with Roll Call standalone or the network version of Roll Call If you are printing to the Dymo printers make sure to log onto Roll Call as the print queue user If you are printing to the Brother printers make sure to log onto Roll Call it does not matter which Roll Call user you use Mobile Device on Same Network If you are running your mobile devices off the same network as your Roll Call system you will need to determine the IP address of Roll Call Server If you look on the Server dashboard the IP address is displayed for you It would be best to configure this machine
35. emote location and are using a 3G network you will need to create a fixed IP address for your Roll Call A good example of this would be a bus ministry where you d have the bus driver check the students in before they get to church To log in open your browser and enter http enter ip herd Since you have a fixed 1p address you can create an icon for this web page on your home screen To do this 1 Tap the share button 2 Tap the icon labeled add to home screen 3 Name the web app Login Screen You are now at the log in screen for the Mobile Check In system Select the appropriate user name Make sure that each device logs in with a different user name Enter the password Click LOGIN Checking in Using Last Name or Phone Number Once you ve logged in you Il see two tabs dashboard and check in Click on the Check In tab Next select by Name or by Phone To check someone in 1 Touch the field to get the keypad Enter the last name or last 4 digits of the phone number of the family who is present to check in 3 Touch SEARCH Use the drop down to select by Last Name or by Phone Enter last name or last 4 of phone number then click SEARCH A list of families with that last name will be presented Tap on the appropriate family A list of each individual in that family will be presented Tap each person that needs to check in Click NEXT PO Select the fami ly that is present to ch
36. fault Print Queue You can connect the mobile check in user with a specific print queue Let s say you have an upstairs and downstairs entrance You can set up 2 different print queue s one upstairs and one downstairs Then the mobile check in users upstairs would send the name tags to the print queue upstairs Slandand User Derecior Araneae e Chackin Usar y Return by Family a Fteturn by individual A Add Visitor teachin ui Search by Mame List only Charen Default Print Queue Cancel Bara A boa Print Queue User If you are using Mobile CheckIn and want to have name tag and parent tags created you ll need to set up a print queue user Once you ve created the user name and password yov ll need to define the following parameter Default Campus If system preferences are set to allow multiple campuses each check in user can have a default campus defined This means that the user will only be able to check into groups classes services that are from that campus For example if the check in user has a default campus Southside they will only see groups that also have Southside as the campus 10 Printer Type local or remote If you will be using the Dymo Labelwriter printers to print your name tags and security tags you ll want to set the Print Queue user to local printer You do not need to create a print queue user for each Dymo printer you 1 be using However if you d like more control
37. ght Center Vertically Sm p a 2028 wa Lol_Firetwame e Lol Lastname z Da Center Horizontally i Z Align Roam Save Child Tag Definition Once you ve created your parent tag click the SAVE icon to save your customizations Test the Child Tag Click to test the label After saving your definition you 1l want to test it Close the canvas window Click PRINT TEST LABEL If everything prints okay click NEXT to move on to the customization of the adult youth tag If the child tag did not print properly click CUSTOMIZE again to make necessary corrections 20850 src 520 EEE A 0 Groupe 00 AL Chal 23 This is a bit of a trial and error process Once everything is working you will want to delete the box outline around the objects on the canvas Highlight the box and click the delete key on your keyboard Make sure only the outline 1s highlighted not all the objects within the box Customize the Adult Youth Name Tag Once you ve completed the customization of the child tag you can move on to customize the adult youth name tag From this window 1 Click CUSTOMIZE ADULT TAG 2 The canvas and object library windows are displayed The canvas is used to layout the tag as well as position fields on the tag The object library contains all the available fields that can be used on the canvas 3 To create the adult tag define the canvas
38. gn on Left 08 Align Top Da Center Horizontally 08 Align Bottom Am m zopa fia i Save Parent Tag Definition Once you ve created your parent tag click the SAVE icon to save your customizations Test the Parent Tag After saving your definition you ll want to test it Close the canvas window Click PRINT TEST LABEL If everything prints okay click NEXT to move on to the customization of the child tag If the parent tag did not print properly click CUSTOMIZE again to make necessary corrections A My Mii Marga Jaimes lola DY iz H E amp amp ala Click to test the label 1 i i y LI I Saa ue i i a User Security Tags Preterences Gus People KEE Parent Tag on Check ie Do you wanmi lo prnl 0 parent big flor pick upy Find Duplicate Pec Yes ES Print Badges Ow e Import A Epor Tecur PUPS on F fi Beports on Parent tag a Checkout Ci Family Number F Setup G C Random Number Alph num nt JZ Attendance 5 Random Number Humero l Parsonal Receinis This is a bit of a trial and error process Once everything is working you will want to delete the box outline around the objects on the canvas Highlight the box and click the delete key on your keyboard Make sure only the outline is highlighted not all the objects within the box Customize the Child Name Tag Once you ve completed the customization of the parent
39. groups then pick the specific groups you d like included in the report ANA Attendance Reports m MR a das ma as Coumes View Repos Click on the What tel AS l tab to choose the type mtr ny as sanoma E O In this example ay saat Ende osz2z01 M I ve chosen of attendance data to include in the report Raport Typa by Da sae C to include at Whar Mina oe tendance for the Ist grade 6th Group Type AN EY Department A Group Stans Active aeta grade classes Araabia 0 2 pisis 13 11020 E and Grade f 151 Grade A ard rade A 3 year olds id Sth Grade 16 year olds 15 6th Grace 18 i F ADFSFS 11 Baker Smi Group A aa i nursery 1 G n rai Cine 47 Click on the Col umns tab to add additional fields to the report Double click on a field in the left column to move it to the Selected column Click on View Re cords tab to see all the people that will be included in the report Shows a person s name then lists what they attend ed and the date they attended Next click on the Columns tab to choose the information you wish to include on the report Click on a column name from the left column and move it to the middle column Click on the View People tab to review the people that will be included in the report Click GENERATE to run the report A no Attendance Reports y First M rit Drag columna bo change order HOF LH FH Him Phan Ho
40. hoose the specific services to only look at attendance for those services Select Groups to choose specific groups I ad ADA Attendance Reports Seen a report Femeia Columns View Recceds In determining if a per son was absent or pres ent which attendance should be considered Attendance by Session Start Dale fas e a AbsenvPresera Report End Data 5227011 Fa Wo Wai When At endanes Typ A All specific groups or e specific service atten dance 7 Click on the When tab to enter your absent present criteria Enter how many weeks you wish to look back Choose to find people who were absent or find people who were present Enter how many times 8 Next click on the Columns tab to choose the information you wish to include on the report Click on a column name from the left column and move it to the middle column 9 Click on the View People tab to review the people that will be included in the report 10 Click GENERATE to run the report ANA Attendance Reports te Sar i EA smaatanes by Pernia Enter how many EN tence by Sesion sanowa misan C weeks to look back meta pe CETINI from ending date umor what Indicate how many weeks Los back u week s from end date Enter if you are ace eae j Zz Ig absent or looking for people A SNE present absent or present Gii m er fbient Present Report Shows number of weeks missing Lis
41. le la lt gt pl a r Ender Last Namaa Notes Leader a Enter the Sather i Co Leader Gnat Grup 3 number of Depariment Children s Location Group Name Tonery labels to Group Status nae Acii Frag o necia E Active para eos End Cane conos E print on child check in Members OA Group Luto 1 Group Liston 21 Hrelerences stendanee Los ber priims ntomied Aendante Opius m Show Birth Dato C Show seed Print Label on checkin fat Scherer year of Barth fel src Aut 1 Humber of labels lo prinl Shoe Farmi Mo A Lisi Parents 2 labels when using Find by Mane Print Tag on Checkout To Age Years Thi ae Cancel Ara L Haw Save L Dias Mass Enrollment To enroll multiple people into a group at once choose Mass Enrollment from the Administration menu at the top Select Association To limit the people in the list based on an association click over each association you d like in the list Select Male or Female To limit the list of possible enrollees to a certain Gender check the box for Male or Female This can also be used in combination with Age range and association For example if you wanted only male members you could check the box for male and click over the association Member Enter an age range To limit the selection of possible enrollees based on age enter an Age range You can also use this option in combination with Male Female and Association So if you wanted to limit the list
42. lick on marker arrow to move up or down Click on draw box icon Draw box on canvas to rep resent the area where you can place objects Click on Text tool Enter your static text You may wish to draw a box around the area on the canvas that you can place fields This makes it much easier to see the area that you ll be using Click on the box icon on the left side of the canvas Place your cursor in the upper left of the label area and drag it to the lower right area of the label area You now have a white area in the upper left quadrant that represents the area that you can place fields 10 ob Place Objects You may place static text images or data from the object library on your canvas To place static text onto the canvas click on the Text tool on the left side of the canvas Now draw a text box on the canvas Enter your text You may use the property box on the right to modify the size and font of the text o AAQG prtzoe ES AS O dE 25 To place an image on the label open the image file in a previewer copy it and paste it on the canvas You can then resize it and move it where you d like it Please note if your image is a large high resolution image it can slow down your printing time To place data or system information drag the applicable field from the object library onto the canvas A full list and descriptions of the fields available in the Object Library ca
43. me Pre d Unlisted Phone Remarks on Ada Shepherd Area Ahemais Adi 1 Aiai dd ot demas aby Ajlerate Stale Alema Jp Alt Home Fhona 1 x Drag columns lo charge order Kimberly Pirr Jordan gt Fa 3 F i rad dd at Choma k r AnA Attendance by Person fae Ce Ri Prai Cie Bit my Dap Last hiera Prsi Hanes nr bima ipro Mh ikea wy 500 AB ann La eit FU aad Amila ik in naa Ei el Apua i EA Dns ESA PAN Mipran oh ewe ba 500 AB Br L 114 Gma iti hi A irai Grace eer Sri fri dd Gh eee Pa 500 AB arte Staaten Epa L ral y oh the eit HOIAN Turen im rasa E dd Crane Cur Apua il Aire A Grande Fea E PAM Cire oh the vit fA Feder por Paca Pally Bpr L E PURA Y iar Cra STA Pi Ahi CP y QA Grade a Ad GE A Fr fred Crime iki 0 Ald mmn Hiir E PEREA iu naa SE Pi A oe a 48 To run the by person report by week month or year Expand the Attendance menu Click on Reports Highlight Attendance by Person Enter the date range for the attendance data you are interested in Select by week by month or by year as the report type On the Who tab select which people you want to run this for You can choose by association groups keywords shepherd areas or search the database Once you choose your type you can pick the specific values For example if you wanted to see all your Members and Regular Attenders choose Associations then click on Mem
44. mms Hotes group name S E m Levee anda E Go Leader header infor oS e mation eee SE ES To change the i San Dale 0770712011 x Genup Status inactive Active Fregene SE time click in 2 Westy 0 Random and Dale Oo D Members Semio Group Cursor 1 GeoupCumom Pretenoce the Start time _ The row will EI Y 11 00 AH 1200 FM Click the plus sign to 10 00 AM be highlighted add sessions day an Click again to time change Canal ig Barsa E Hew YE Bava L Cisas 14 People You will also need to have your children entered into the system and enrolled into their classes to use the check in system To enter people through the check in setup area click the plus sign in the lower left corner You are now at the people entry screen For more details on entering people see the Entering People chapter in this manual To add people click on the plus sign in the lower left Enter the contact infor mation for this person Click SAVE amp CLOSE to save and leave Contrata a Dates Group EA eee hemos endans 15 CUSTOMIZING CHECK IN LABELS If you would like to use a label size other than the 30256 or the 30334 you will need to create a custom label If you d like additional information on the name tags that is not included on the standard 30256 or 30334 labels you ll need to create a custom label If you choose to customize your labels you ll need to
45. n be found in Appendix A LM Allergy Lol BedgeHe RINA Object library Lists all data _ He Badge No annie that can be LE Date Ls Cusiomi printed on tag Curent Dare Cusroml a S m p hz Saona G Gin LS _FirsiMiarsa LS LasiName oa od Corpse Family Murer Firs Muere wich Drag field from object library onto Lone LoL orgname Ln Parents canvas To change the size or font of the data select the field on the canvas and use the property box to change size and font If you don t see the property list double click on the field on the canvas Scroll down to find font and size section Make any changes here Vertical Sizing 5 Display Alpha Formar Invisible by Default y Appearance Platform Inherited from Form Background and Border Transparent ll To align fields on the canvas use the alignment tool on top of the canvas to center align left or align right 6 a Edit Form Checkinl abelParent SRS Gps zor 5100 a E al Align on Right Highlight all the fields on the canvas a Center Horizontally 08 Align Boltam Use the alignment tool to align left right center 26 Save Adult Tag Definition Once you ve created your adult tag click the SAVE icon to save your customizations Test the Adult Youth Tag After saving your definition you ll want to test it
46. n image on the label open the image file in a previewer copy it and paste it on the canvas You can then resize it and move it where you d like it Please note if your image is a large high resolution image it can slow down your printing time a LE ABY Lel_BadgeHo a ar Edit Form Checkink Object library Fane a rd ZO mule EEEE ae lan Lists all data kakaii bioi that can be L Date LB Cusin printed on tag Birthdate Current Dart Cusioml LA Lil_Farrilum LB _FirsiNarr Tepi Famik Humer Firg Name Drag field from object library onto e LA Parental canvas hole Organisation Parenti Cell a Parera Kirma Parera lara fell Room 22 Highlight all the fields on the canvas Use the alignment tool to align left right center Click the SAVE icon to save your custom ized tag To place data or system information drag the applicable field from the object library onto the canvas To change the size or font of the data select the field on the canvas then use the property box to change size and font To align fields on the canvas use the alignment tool on top of the canvas to center align left or align right A full list and descriptions of the fields available in the Object Library can be found in Appendix A a 11 mu e il Pi DE RRE A sa A 5 A e ry A J U a Ey i E Align on Ri
47. ndance menu Click on Reports Highlight Attendance Summary Enter the date range for the attendance data you are interested in Choose which attendance you want to run this for You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services you d like to see or you may choose groups then pick the specific groups you d like included in the report Click GENERATE to run the report 50 pi u E 5 A pr L ar L 1 5 Ana Attendance Reports Highlight Atten EA dance by Type __ y 1yp Start Date 05 15 2011 13 End Dae gazain Ea Type Group Select the specific Select which Group Type Ab my values based on E Ait a type of atten rr fe E the type of atten dance you are 16 2 years a tm Grade dance you chose interested in Sear os A ch Grade i Select group cs E service or all MO pi E Ca ana Attendance Reports Solect a report Click on the ee Columns tab a rotas aja T Spec Columns Parents to select addi Head amp Spouse Head amp Spouse Lasi Mama tional data to be Tale Head Last Name _ Lila Minit included on the oe aie z Drag canna lo change order report aa Yairi Maran i Click GEN Double click ERATE to run or drag a field the report from left side Diag colma to change order to Selected column AN
48. omputer that will house the database You will need to install Roll Call Client software on all computers that need access to the data To install Roll Call Server double click on the Roll Call Server installation file The install program will prompt you through the process Click on the NEXT button to continue through each step of the process Once the installation is complete there will be a Roll Call Server icon on the desktop To start Roll Call Server double click on the icon For users to work in Roll Call the Server must be running To install Roll Call Client double click on the Roll Call Client installation file The install program will prompt you through the process Click on the NEXT button to continue through each step of the process Once the installation is complete there will be a Roll Call Client icon on the desktop To start Roll Call double click on the icon The Client will see Roll Call Server running on the network and connect to it The first time you connect in it will ask if you wish to run the Full or the Lite version Choose Full Print Station Hardware Installation There are 2 options for printing name tags and parent tags when you are using a Mobile Device to check students in The first is to have a Dymo Labelwriter connected to a computer that is logged into Roll Call as a print queue user The second option is to have a Brother QL 710w wireless printer installed on your network You ll need to
49. on dor Quick Enrol isih Welcome screen bend e ln E Ld Directorios o RepartsE Labels Administration a amaa 13 Groups To use the child check in functionality there must be something to check into You can check people into Groups or Services The Groups area in Roll Call is where you would set up your Sunday school classes VBS membership classes etc The Services area is where you set up your worship services Each group that you will be checking into must have at least 1 session A session is the day and time that it meets For example if you had a first grade Sunday school class that meets at 9 30 and 11 00 those times would be Sessions To add a group through the check in setup area click on the plus sign in the lower left corner You are now at the window to add a group For more details on creating groups see the Creating Groups chapter in this manual E a i La j gt Home 3 Organization l E 1 E d o pa si E v teh 6 v UM Q Search Profiles is I ep Add a Famay Waer Security Taga Preferences Groupe People Keyiags Click the plus vii JERE Coupe GON Roll Call checks Youll need to dedne at least 1 Clase Group and enter when h meets you want lo teal Check in you wil need lo create group thal ls curently meeting Langer Parra Day ciar Tire End Dir sign to add a group Preven Heal AnA Groups Add Record Al OD AB w ap h E Enter the anen E Ener Last Pi
50. on the name tag if this is checked 5 Last Name same size as First By default the first name is in a larger font that the last name If you d like them to be the same size check this box 6 Session Time or Check In Time You can choose to include the group start time or the actual time that they checked in JA HN PA eeh Emm O BG Mark the options Pares B v z Y po 9 90 mE you d like to in giaren KA ee fiber E k UN clude on the name tag for children Whai information da you want on a chia tag O Lego Beaded brega Wimm breagge Click NEXT 12 When you ve checked the options you d like for the name tag click NEXT to choose a logo for Youth and Adult name tags The youth and adult name tags will only include their name the date of the event and the group they are checking into There is no security number barcode or allergy information printed on an Adult tag To add a logo for the Youth A dult tag click the box for logo Click the ADD IMAGE button and navigate to that image file Click NEXT to continue through the check in set up process At this point you may want to install your Dymo printer and run a test label to make sure everything looks okay Once you have the printer installed click on the PRINT TEST button If everything prints okay click NEXT to continue through the set up process Check In Preferences The check in preferences allow you to set the check in time frame You can set the numbe
51. ort type On the Who tab select which people you want to run this for You can choose by association groups keywords shepherd areas or search the database Once you choose your type you can pick the specific values For example if you wanted to see all your Members and Regular Attenders choose Associations then click on Member and Regular Attender to select those values Ate 46 AAS Attendance Reports Highlight At tendance by Person Leena Columns wew Records Click on the Who tab Sun Date nanan JE IE E And choose amoi Wat which people Enter date range E bo you want and select by day included in to get the detail the report attendance infor mation mn I ee ee aa th ANA Attendance Reports In this example I cect a repot TT choose groups and m eene day School classes Fi o TE how active imaa What groups in the undor Grug list Mark if EA you only want PA Activa members Beleciod to see active ae B 7 A iat Grage H Sed Grada Ai mem ers in e 3 year akis i Grade 16 ae 15 6 Grade 18 report ADE SS 11 Raker Smi dro 5 ve 10 lt niray 1 a O 7 Next click on the What tab to choose which attendance you want to run this for You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered You may select Service and then choose which services you d like to see or you may choose
52. outside your local area network you ll need a fixed IP address for your Roll Call Server machine This process is discussed further in our white paper on Internet port forwarding http www bythebook com dmdocuments PortForwarding pdf Roll Call Software Installation Single user version The single user version of Roll Call allows one user on one computer to access Roll Call For the single user installation use the following instructions To install Roll Call double click on the Roll Call installer file you downloaded The install program will prompt you through the process Click on the NEXT button to continue through each step of the process Once the installation is complete you will have a Roll Call icon on your desktop If you are a Mac user you will need to drag the application to your dock To use Roll Call double click on that icon The first time you start Roll Call it will ask if you wish to run the Full or the Lite version Choose Full Network Version A network installation of Roll Call allows multiple people to access the data If you have a multi user license multiple users can access the data simultaneously For example if you want to have 3 check in stations you will need to use the network version of Roll Call so all 3 stations are looking at the same information For the network installation you will need to have your computers networked together You will need to install Roll Call Server software on the c
53. r of minutes before a class event worship service starts you d like to begin the check in process You can also set the number of minutes before a class ends that you will no longer allow anyone to check into that class To enter these preferences click NEXT from the print test label window or click on the preferences setup graphic As an example let s say we have a Sunday school class that meets from 9 30 to 10 30 if we set our beginning time to 30 minutes before we can begin checking kids in at 9 00 a m In this same example if we set the ending minutes to 15 we could check students into that class until 10 15 At 10 15 we would no longer see this class in our list of classes to check into ASA m Mawigatar 120 7 4 i A E Ex ka b E dki 4 Fa ay ira A Home i Ll Ie 1 You can click 8 Peon e y Y teh E o j a Seanch Profiles l a i LAL on a check In l ser Sccnte ings Prebarancos ros Progr Keytaga graphic to go 1B veain directly to that e section age Find Duplicate Records Ten E h Denias Al ahal poimi wouid you ika Lo Stop check in fora clase group nter the plant ey and end time Ty RO F Checkout preferences gt Attendance I S Contributions gt lt Pledge Check in Prederences K Buk Changes ew many Mules before he dassigroup starts would you liut 10 begin check in 1 Minutes before elasa group ends Deia Associati
54. rs There are three markers Detail Break and Footer All three of these markers need to be set just above the line which represents the bottom of the label If these markers need to be moved click on the arrow then drag to the appropriate position Do not place fields below these lines a NAAA AA IA A FEARS MR Pr z264 MELAN E pr O 4 I i TE i i ia i a 1 ipi i ipi 1 iD li 17 Click on draw box icon Draw box on canvas to rep resent the area where you can place objects Click on Text tool Enter your static text You may wish to draw a box around the area on the canvas where you can place fields This makes it much easier to see the area that you ll be using Click on the box icon on the left side of the canvas Place your cursor in the upper left of the label area and drag it to the lower right area of the label area You now have a white area in the upper left quadrant that represents the area that you can place fields FERS HM zZOfa Place Objects You may place static text images or data from the object library on your canvas To place static text onto the canvas click on the Text tool on the left side of the canvas Now draw a text box on the canvas Enter your text You may use the property box on the right to modify the size and font of the text FARCE a 1002 pr r To place an image on the label open the image file in a previewer copy it and paste it
55. st name then Cass y press TAB Chaldren s Location Sar Dal 1 11 list Fira Hacer Date Joined Choose week ly or random frequency Add Members To enroll people into the group press the Members tab From within the members tab l Enter last name or Click the plus sign in the lower left of the window A new window will be displayed for you to enter the Last Name and First Name or portion of the last name of the person you want to enroll Select the appropriate person to enroll in the group Tab across to enter any of the custom field data for this person If you need to define the membership custom field names click CHANGE TITLES and enter the name of the data you d like to capture Selec a Person ane portion of last name Last names No eq Further refine list by entering first name First Hama Lasa Fires Hickonarma Adinata HOF Postion Condor Cami 235 Honduras Child Condor George 235 Honduras Adult Condor AT Hua Morus Youth Condor Pleral TU Mondurds Wie Condor Tim 209 Honduras wv Posing David Gondry 5479 N Woodgate E Ga Double click on the name E RR ENEE to select 1t If the name is highlighted press enter to Create sessions Next you ll want to indicate which days and at what times the group meets The meeting days and times are called sessions in Roll Call A group that meets weekly can have an unlimited number of sessions You can only check
56. tag you can move on to customize the child s name tag From this window you can set your security number customize the tag and test the tag 1 Click CUSTOMIZE CHILD TAG 2 The canvas and object library windows are displayed The canvas is used to layout the tag as well as position fields on the tag The object library contains all the available fields that can be used on the canvas 3 To create the child tag define the canvas place fields on the canvas and format those fields 4 Click SAVE icon to save the child tag definition Define the Canvas Before you begin dragging and dropping fields onto your canvas you ll want to 1 Set the page size 2 Place your markers 3 Outline the upper left quadrant with a box This makes it easy to see the area you have to work in Click on the page size icon This will allow you to set the page size and orientation 20 Click on marker arrow to move up or down Click on page set up icon Select your Dymo Printer and Settings Page Attributes Label Size Dhea aloe Printer Paper Size l Shipping Address 2 32 by 4 00 inches Orientation o Ene E The canvas area that represents the label is the upper left quadrant If any objects are placed outside of that quadrant multiple labels will be printed Next you ll need to place your markers at the appropriate height The markers are the lines that go horizontally across the canvas They have
57. the child s name tag with the number on the parent tag If they match the teacher can release the child Place your logo here Security number O Fallon ord Grade Thu 8 00 AM Parents Jam amp Gandy O Fallon Allergiss Peanuts Child s name tag can include name class checked into parents names allergies and My Church My Church My Church Parent tag only has security number on it 111122008 Check Out To check a child out simply compare the parent tag with the child s tag to determine if the child can be released You can also use the mobile device to check students out This will record the check out time INSTALLING ROLL CALL for MOBILE CHECK IN Hardware Software Requirements Roll Call workstations If you will only be using Roll Call on one computer as your print station you ll want to install Roll Call Standalone If you will be using multiple print stations or additional check in stations each kiosk needs to have a computer with Roll Call Client That computer must have a network connection so that 1t can connect to Roll Call Server Mobile device You can use an iPad iPod smart phone or other tablet to check students in The device must be able to connect to your local area network If you will be checking in students from outside your local area network that device must be able to access the Internet Fixed IP address If you will be checking students in from
58. tion To check students out simply compare the security code on the child s name tag with the security code on the parent tag Roll Call Mobile Checkin Mobilize your check in routine using iPad tablets and smartphones Check in with an iPad smart phone or other mobile device Use an Pad or oth er mobile device to check students When the student arrives to check in the first thing you need to do 1s identify that student or family You can identify them in a variety of ways e by name e by phone e by group e by keyword e by service Name Tags and Security Tags Once the student checking in has been identified and checked into their class name tags and parent tags can be printed at a centralized printing station Name tags and parent tags can be printed on a Dymo Labelwriter connected to a computer that is logged into Roll Call as a print queue user or on a Brother wireless printer defined on a computer where Roll Call is running The name tags and parent tags can be printed on the Dymo 30256 Dymo 30334 or the Brother 62mm x 100 mm labels The name tag can contain the child s name allergy and notes information as well as the security number A parent tag or security can also be printed This tag will only include the security number on it There will be no information about the child on this tag The parent brings this tag to the classroom to pick up their child The teacher will compare the numbers on
59. ts all the peo cs sem sam mm st tn m m ple that met that l 3 criteria Shows attendance by week 53 Visitor Report The Visitor report will list all your first time second time third time visitors based on the association of visitor and the attendance data you wish to evaluate To create the Visitor report do the following 1 Expand the Attendance menu 2 Click on Reports 3 Highlight Visitor Report 4 Enter week of attendance you are interested in looking at 5 Choose the type of visitor you are looking for from the drop down under the Who tab Then choose the association s you use to indicate a visitor 6 Click on the what tab and indicate which type of attendance you wish to evaluate T Click GENERATE to run the report Highlight Visitor report Choose the number of times visited Choose the asso ciation your church uses for visitors Choose the type of at tendance you wish to consider when determin ing 1f it was their 1st 2nd or 3rd time visiting Click GEN ERATE to Our list of 1st time visitors on the 15th 54

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