| |
RI-CAS is the the solution Club Secretaries and Treasurers have been looking for. Think of a Contact Manager, like Goldmine, fully integrated with an accounting package, like Quickbooks. Add in automatic tracking and calculation of attendance and a 4-click process for monthly reporting to District. You can't beat the price -- it's free, downloadable from the Member Access page of the RI Website.
RI-CAS is the preferred and supported platform for local club member managment and financial reporting. Here are a set of best practice guides that will help your club get started with RI-CAS:
-
Step One -- Before you begin, be sure to download your club's current member data from the District Database, and save it in a safe location. The RI-CAS interface overwrites the District data during an update (including blank fields). You'll want a "safe" copy of your club data.
- Log in to Member Access on the District Website
- Click on "All Clubs", then "View My Club"
- Scroll down, and click "Club Reports"
- Choose Report #11 - "Full Database Dump"
- Click "To Excel"
- Save the file as an Excel file in a folder where you can easily find it
- User Guide: RI-CAS Uploads To District DB -- An overview of how to acquire & install RI-CAS. Also includes setup instructions for automatically uploading Attendance and member data to the District Database.
- DaCdb to RI-CAS Import Field Name Mapping -- How to import club member data from the District Database (downloaded in Step One above) to initially populate the RI-CAS database
- User Guide: Moving or Installing RI-CAS on a Different Computer -- How to reinstall RI-CAS or install RI-CAS on a different computer and restore the club data file
- RI-CAS Member Data Collection Form
-- A ready-made form for collection and entry of new member data.
- Remote Access -- www.LogMeIn.com is a free application that allows a user to access another PC via the Internet -- perfect for a Secretary, Treasurer or President who needs access to the club's RI-CAS database on a club computer
- RI-CAS Complete Knowledge Base Manual -- LARGE FILE -- Allow time to load -- Everything you ever wanted to know about RI-CAS (and a whole lot more). Also available within RI-CAS, by clicking "Help", then "Knowledge Base"
- RI-CAS Overview PowerPoint-- LARGE FILE -- Allow time to load -- A resource for district and club presenters.
TIP: To download, Right-Click on the link, choose "Save Target As", and pick a folder on your machine.
- Club Secretary and Treasurer's Training PowerPoint-- LARGE FILE -- Allow time to load "Everything you need to know" about your duties as a Club Secretary or Club Treasurer.
TIP: To download, Right-Click on the link, choose "Save Target As", and pick a folder on your machine.
- Club Secretary's Handoff Checklist -- For Secretaries and Secretaries-Elect. Is all the club information transferred to the incoming Secretary?
|