home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Magnum One
/
Magnum One (Mid-American Digital) (Disc Manufacturing).iso
/
d3
/
chrchpr1.arc
/
CPROF.DOC
< prev
next >
Wrap
Text File
|
1991-01-21
|
166KB
|
3,502 lines
Operators Guide
C P R O F I L E
A Computerized Church
Management System
Version 1.3
September, 1985
by
WaterWares
author: Rod Williams
WaterWares - bringing life to your computer
"I [God] provide water in the desert and streams
in the wasteland to give drink to ... the people
I formed for myself, that they may proclaim my
praise."
Isaiah 43:20,21
Table of Contents
1-1 A. CPROFILE Introduction
1-3 B. CPROFILE Purpose and Philosophy
2-1 Section 2: Basic Computer Usage Instructions
2-1 A. Rapid CPROFILE Start-up Instructions
2-2 B. Common Operating System Commands
2-3 C. Managing your System Files
2-4 D. Managing your CPROFILE data files
2-5 E. General DBASE and CPROFILE Operational Rules
2-5 E.1. Program Entry
2-5 E.2. CPROFILE Program Commands/Selections
2-7 E.3. DBASE Screen Edit Mode
3-1 Section 3: MPROFILE - Membership PROFILE program
3-1 Overview
3-2 A. Main Features
3-3 B. Initial MEMBERS File Start-up
3-5 C. MEMBERS Data Elements
3-8 D. Membership Information Editing
3-10 E. MPROFILE Reports
3-14 F. MPROFILE Special Process - Attendance Marking, Reports
3-14 G. MPROFILE Special Process - Pastoral Calling
3-14 H. MPROFILE Special Process - Special File Creation, Reports
3-15 I. MPROFILE Sample Reports
4-1 Section 4: CFINANCE - Church Finances Overview
4-1 MCONTRIB - Membership Contributions Processing
4-2 A. Description of main MCONTRIB processes
4-3 B. Special Fund processing
4-4 C. Names Directory parameters
4-5 CFBUDGET - Church Budget Manager
4-6 A. Description of main CFBUDGET processes
4-7 B. Screen Displays
4-8 CPROPRTY - Church Property Manager
5-1 Section 5: CUTILITY - Utility Programs
5-2 CROSSREF - Article Cross reference
5-4 CLIBRARY - Book Library
5-4 MUSICLIB - Music Library
5-5 CTAPELIB - Tape Library
5-7 CSEVENT - Special Event Manager
5-11 CSURVEY - Survey Processor
GLOSSARY
Section 1: CPROFILE Introduction
A. CPROFILE Introduction
CPROFILE is truly a full-feature church management system, tracking all
areas of the local church operation. The primary emphasis is membership
management, with additional functions of church contributions,
accounting, library management, bibliographic information data bases,
special event planner, and church property manager. CPROFILE does not
include a word processor program, as this is often included in the
computer purchase. CPROFILE interfaces with word processors, such as
Word Star's MailMerge, by creating external-readible text files of any
CPROFILE data file. CPROFILE consists of text-format program files
written in the DBASE II programming language. DBASE II, version 2.4 or
later, is required to run CPROFILE. The data structures and program
characteristics are quite strong, yet on the most part are easy to
understand and use. There is an expanded User's Manual for CPROFILE,
written on diskette files. They give detailed information on data
characteristics and program operation. To print them, enter "TYPE
manual.DOC" then press control-P before pressing <RETURN> (substitute
the name of the manual file for "manual"). Each file is an extension of
the corresponding section of this manual. The text file of this manual
is named "CPROFILE.DOC". If you print it, then merge the extended
sections of the full manual into it, you will have a more continuous
manual to read from. Tutorials are provided, which use sample data
files that are in place on the fourth program diskette.
CPROFILE has few program limits - basically, the only limits are your
computer disk space and the structure of the program data files. The
CPROFILE program files, along with the dBASE II program, take less than
270 K-bytes of disk memory for any one program. This excludes the manual
files, which are not required to be on the disk for program operation.
Users with computers having less than 270K memory can divide the
programs into sub-program diskettes, each diskette performing a part of
the original program. See paragraph 2-F for program sectioning
information.
CPROFILE is established as Public Domain software. This means that it
is distributed free of charge, except for a $30.00 materials and copying
fee. Users are allowed to make copies of the programs and User's Manual
for other churches. In establishing this program set as Public Domain,
the author further establishes that it is forbidden for anyone to copy
the programs or any program section for profit without a signed
statement of intent from WaterWares. (Certain organizations are being
authorized to package and market CPROFILE within specific price limits.)
Such action is definitely illegal and can be prosecuted. But you may
sell service to CPROFILE, such as charging for putting on a seminar
about its use, or customizing program sections for specific results.
Churches can distribute this program to other churches and organizations
as they desire; however, WaterWares will only honor phone calls or
letters for assistance from those who have received or registered their
program copy directly from WaterWares. Users not receiving their
programs from WaterWares are encouraged to register themselves with a
letter to WaterWares, giving: 1) name, 2) address, 3) organization
name, 4) computer type and/or disk format, 5) place or person you
received the copy of CPROFILE from. Contributions to WaterWares are
encouraged, which will help cover costs of advertising and of developing
future computer products for churches. $30 is a recommended amount. You
can receive assistance in using the programs without making a
contribution.
Page 1-1
Section 1: CPROFILE Introduction
WaterWares is a company of just one person - the author, Rod Williams -
who has written these programs over about a three year period for use by
his church. The author has another regular job, so is squeezing the
supporting of CPROFILE into evening hours. WaterWares address is -
6115 10th Ave S.
Minneapolis, MN 55417
phone: (612) 866-6332 answered on Monday and Thursday evenings
from 6:00 to 7:00 P.M., Central Time
Support from the author may require a little start-up time to answer
initial user questions, plus an occasional response to special-case
questions, as specific report needs arise. Special requests can often
be explained in only one or two minutes. CPROFILE is quite adaptable to
special requests. If more extensive customization is desired, custom
programming service can be arranged or found.
Computer programs are notorious for BUGS - program flaws that cause
incorrect processing of data. CPROFILE is written in a rigorously
structured form so that bugs are easy to see and keep out. But still
there are literally millions of logic paths in the program. So the
author will not guarantee error-free operation. The main bugs have been
worked out at the author's church, from extensive, regular use. The
processing of the data is quite secure. Operational irregularities might
occasionally occur, though. This means that the program might
occasionally not respond properly to user inputs, or will just display
an error message and quit, not always having a smooth path out of
receiving improper inputs, for example. This kind of fault will not
hurt the data. You can just start the program up from the beginning and
keep going from where you were. Some program errors can occur from
incorrect program set up. You must have all program modules and data
files on your active disk in order to operate all sections.
Page 1-2
Section 1: CPROFILE Introduction
B. CPROFILE Purpose and Philosophy
Using a computer at a church can seem to be the opposite of what a
church is all about - that of being personally involved in people's
lives, encouraging them toward spiritual growth. The local church can
certainly misuse the computer by using it to impersonally keep track of
individuals from sketchy, computer-oriented data that locks people into
set images. For example, the computer may continually note that someone
is a single parent. Some people using the computer reports might not see
through to who this person really is, as a person. So the computer
outputs should always be understood for what they are - tables of
compiled data, made from certain pre-defined input and processing rules.
The church needs to understand these pre-defined rules for every report
that CPROFILE puts out. For example, in the Attendance processes, a
person is considered "Inactive" by the pre-defined rule that he/she has
missed church, or their class, 3 times out of the last 6. This is as
the computer reads these last six weeks of attendance marks. Since
there are ways that the data can be entered erroneously, or be
incomplete, the operator has to gain a rather high degree of astuteness
to be able to manage the computer operations properly.
A computer program, such as CPROFILE, basically just builds a file of
information about a subject - people - and allows the operator to
quickly search for, or re-organize that information. It is like filling
a file cabinet with information, then managing that cabinet. Each file
cabinet is like a disk drive that has drawers [computer files], and each
drawer has folders [computer file records] with specific information on
one subject. The parallel of pulling out a file drawer and looking at
some information about an individual is to OPEN a computer file, and
display the RECORD of their information, from the screen. The
information that you can pull out is only the same as what you put in.
How neatly it can be accessed is also dependent on how well it was
organized (the CPROFILE program helps this) and how regular and
accurately the information was recorded. The two major differences are
that computer files are stored on a 5-1/4 inch diskette by an electronic
machine, compared with storing papers in a heavy filing cabinet; and
secondly, the input and output process on a computer is carefully
controlled by the program for the operator.
The computer that will now sit in the church office should not take
anyone's job away. Most churches have so much work to be done that the
computer will only enable the church's workers to concentrate on
doing different, more important church work. The computer will really
only be doing tasks that are slow, boring jobs that people don't want to
do anyway. Such church work as marking attendance, producing
contributions statements, and keeping track of church expenditures are
greatly sped up by the computer. Some processing work is still there,
but a good computer, with good programs and a receptive operator, make
such tasks both interesting and enjoyable. The work that is left is
more people-oriented, enabling a more significant ministry.
Page 1-3
Section 2 - Basic Computer Usage Instructions
A. Rapid CPROFILE Start-up Instructions
1. Each program diskette contains a separate independent CPROFILE
program or set of programs -
diskette 1 (MPROFILE) - MPROFILE.
diskette 2 (CFINANCE) - MCONTRIB, CFBUDGET, and CPROPRTY.
diskette 3 (CUTILITY) - CROSSREF, CLIBRARY, MUSICLIB, CTAPELIB,
CSEVENT, and CSURVEY.
Diskette 4 contains sample data files for all of the programs.
This manual is an abbreviated version of the full manual, which is
found on text files of each program diskette. The manual files are:
diskette 1 - MPROFILE.DOC
diskette 2 - CFINANCE.DOC
diskette 3 - CUTILITY.DOC
diskette 4 - CPROFILE.DOC (starting section of the CPROFILE manual)
2. To load CPROFILE into the computer, the user needs to create three
freshly-formatted diskettes, copying the operating system and the
DBASE programs onto them. Then copy all files of each program
diskette, excluding the manual files (identified above), onto each of
the new diskettes. See your computer Operator's Manual for copying
instructions. You need to NOT have write-protect enabled on the disk-
ette (write-tab should be off on a 5 1/4 inch diskette). This manual
is written in the perspective of a 2-floppy-disk drive computer,
where the "program disk" is drive A and the "data disk" is drive B.
You are to adjust the instructions if you have a hard disk computer.
3. Each program section contains sample data files that are in place,
so that you can immediately look at some live data. All you have to
do is make your own copy of the data diskette and insert it into a
free drive, for example drive B. The manual files can be excluded on
your sample data diskette copy.
4. To start one of the programs, put the program diskette into disk
drive "A", then start up dBASE by just entering DBASE. Always enter
today's date when it is asked for (CP/M, only). The program uses
this date many places. Then enter:
DO MPROFILE.CMD or DO CFINANCE.CMD or DO CUTILITY.CMD
Your display screen will show you the program Main Menu.
5. Go to the start-up section of the manual for any program.
Verify you are straight on what is said there. Then perform the
Tutorial that is near-by. Or, you can just wander through the menu
selections and see what happens. Turn your printer on and have it
on-line when you want to print a report. Without the printer on-
line, the computer will just stop dead and you will not understand
what went wrong. Go ahead and enter new data into the sample files.
Remember, you can always get the original files back from your
master diskettes that you put aside.
6. When you are ready to establish files with real church
information, format and install a new diskette into your assigned
data disk drive, then perform the SET-UP process of a program. This
will create the proper new data file for that program, with index.
You are now ready to proceed into the data entry processes.
Page 2-1
Section 2 - Basic Computer Usage Instructions
B. Common Operating System Commands
Your computer has some basic characteristics that are quite similar to
most micro-computers. These characteristics are described in the
following paragraphs. The user will understand the CPROFILE operation
instructions considerably more easily when he/she learns what the
computer is basically doing to perform the CPROFILE tasks. For example
learning that there is a physical file (just like a file in a file
cabinet) on the diskette that has the names of church activities helps
one to know how the MPROFILE SET-UP operation works, and when there
might be a problem with it. The operator should understand all of the
information that is presented below, in order to not have a lot of
questions about what the instructions in this manual mean. More
advanced concepts can be found in the computer operator's manuals and
books from the computer section of book stores.
The following is a description of the most useful commands for operating
with CPROFILE. They allow the operator to change to a different disk
drive, to ask what files are on a disk and how large they are, to
display or print a file that contains text, and copy files to a
different file name or disk drive. These commands are entered after the
operating system prompt "A>". One column shows PC-DOS commands and the
other shows CP/M commands for doing the same thing.
PC-DOS (MS-DOS) CP/M EXPLANATION
------ ---- -----------
1. DIR DIR Display a list of files on the disk
you are at, as indicated by the
prompt.
2. B: B: Change the disk you are at to be the
B disk. This can be any letter that
the computer knows to be a disk unit.
3. CHKDSK STAT Show how much disk space is used by
files and how much is left for more
files to be created or copied.
4. COPY AFILE BFILE PIP B=A Make a copy of a file that has the
name "AFILE" and call the copy file
"BFILE". This is to the same disk.
In CP/M, PIP needs to be a program
file that is on your disk.
5. COPY AFILE B:AA Make a copy of file AFILE on the disk
PIP B:AA=AFILE you are at, onto the "B" disk with
the new name "AA".
6. FORMAT FORMAT Format a newly-purchased diskette.
The computer will ask you questions
about which disk and which format.
7. DBASE DBASE Start the program called dBASE,
which must be a file (actually 2
files) on your disk. DBASE will ask
the operator for the current date,
which CPROFILE requires.
Page 2-2
Section 2 - Basic Computer Usage Instructions
C. Managing Your System Files
Managing the program files on diskette takes some careful planning.
Each section of the CPROFILE system is designed to fit on one 360-
kilobyte (IBM, double-sided, double-density) diskette along with the
dBASE II programs and the operating system. The operator can then
quickly start the computer with the desired programs in the default
disk.
The CPROFILE diskettes come without dBASE, so the local church is to
buy dBASE, then have it installed for the terminal that is used.
"INSTALL" is a dBASE program utility that initially starts the usage of
DBASE. Your dBASE may already have been installed for you. DBASE II,
version 2.4 or later, requires 60 K-bytes of disk memory (space) for its
two files. MPROFILE requires 170K of memory for its program files and
about 30 K for auxillary data files that it uses. Together the MPROFILE
system takes about 250-k of disk memory. That leaves room for a few
operating system files. The CFINANCE and CUTILITY program diskettes
each take about 200k of memory for the program files.
To create a new CPROFILE program diskette, perform the following steps:
- Format the diskette, if not previously formatted. The diskette
must be clear of any old files.
- Load the operating system on it (SYSGEN command)
- Copy the dBASE files (DBASE.COM and DBASEOVR.COM) onto it
- Copy the system utility files that are desired (for example,
PIP.COM and STAT.COM, in CP/M)
- Copy one of the CPROFILE program diskettes to the new diskette
omitting the manual files (those files whose names end in ".DOC").
To load a hard disk with the CPROFILE system, perform the following
steps:
- Verify the disk you are on is the starting system disk drive.
Turn the computer off, then on again to go to the "default" drive
if necessary.
- Copy the dBASE programs from diskette to the hard disk.
- Copy each of the CPROFILE diskette files to the hard disk.
Page 2-3
Section 2 - Basic Computer Usage Instructions
D. Managing your CPROFILE Data Files
Each CPROFILE program looks for specific data file(s) when updating
information and printing reports. The only time they are not required to
be present is when you go straight to the SET UP section of the program
and select that option of the menu which starts new data files. When
initially getting started, the user will want to go through the learning
Tutorials, described in the early pages of each section of the manual.
There are tutorials for MPROFILE, MCONTRIB, CFBUDGET, CPROPRTY,
CROSSREF, CSURVEY, and CSEVENT. The Tutorials always use the sample data
files from the original data diskette. They have make-up names,
contributions, finances, etc., which help the user see real data being
used in the programs. When you are comfortable with your understanding
of the basic functions and operations of a program section, the Set Up
process is performed to make a new, zero-record file for the specified
program. Before this, you will want to specify the disk drive that
you want the data files to be written on. That is done by performing
the Names Directory change process of Set-up. The Names Directory
(MDIRFILE, in the MPROFILE program), contains all the system parameters
and local church special names that the programs require, such as the
data disk drive designator, and your church's Special Activity names.
MPROFILE creates and maintains a file, called MEMBERS.DBF which contains
all church member/attender information. The MPROFILE Update process
always operates on this data file alone. Accompanying this file is the
file named MEMBERS.NDX, which is a dBASE file that determines the
sequence of the names (or sort order). This file must also be on the
same disk as the MEMBERS.DBF file, or the program will display an error
and quit. If an invalid MEMBERS.NDX file ever gets put on the active
data disk with the MEMBERS.DBF file, or if the file ever becomes
invalid, the program will either sequence through the names in a very
strange way, or will immediately report an error. Note that the Set-up
process contains a function that re-creates this index file properly.
MPROFILE makes secondary files from MEMBERS.DBF, which have a selected
set of people, such as everyone together, by family (FCMEMBRS.DBF file).
These secondary files are made from the Special Files procedures or from
trying to make a report which requires such a file. The program
automatically creates the new file on the same disk that the MEMBERS
file is on. The user will need to watch how much space is available on
the data disk for making these secondary files. On flexible disk
drives, it is easy to run out of space. The MEMBERS file and its index
require about 40K of disk space for every 100 people. Therefore, only
about 1,000 people can fit on one diskette, and that does not allow the
user to make secondary files. If you make secondary files, which the
processes normally require, you will probably require an additional 50%
to 80% more space that what the MEMBERS file has. So you are down to
about 500 people maximum, if you are using only standard diskette drives
for data. If you want to make more than one secondary file, you can have
MPROFILE make the first, then copy it to a secondary diskette along with
its index file(s), then erase it from the main data diskette before
making another secondary file. The secondary disk can be used as the
data disk by itself for making reports that use files from it.
In general, the user must watch what files are being made on the
different disks/diskettes he/she is using, and plan for having enough
room to make them. The main data files must be "backed up" frequently.
Diskette back-ups should be made after each session on the computer.
Page 2-4
Section 2 - Basic Computer Usage Instructions
E. General DBASE and CPROFILE Operational Rules
This section explains the meaning and function of all the special
keyboard and command entries that the operator needs to know to perform
operations in any of the CPROFILE sections. CPROFILE runs under the
rules of DBASE, so the following rules are in a large part directly from
the dBASE User's Manual, which you should have. Consult it further for
more in-depth explanations of the commands.
1. Program entry
The operator starts the dBASE "program" by entering "DBASE" on the
keyboard, after receiving the Operating System prompt "A>". Yes, dBASE
is basically just another program, like MPROFILE. When you have dBASE
loaded into the computer memory, it tells you that it will be talking
with you for a while. It says that by displaying the DBASE prompt. The
period is the dBASE prompt. A prompt means that the computer is doing
nothing at all, now, except to wait for you to enter some command on the
keyboard. When you enter something, the computer is always thinking in
a certain context that it will be interpreting your command. When you
see the dot prompt, then you can enter any command that is in the dBASE
context. Of course it has to have meaningful information entered along
with the basic command. You will always enter a command-type of word; a
verb "commanding" the computer to do something - such as "USE MEMBERS"
for starting any MEMBERS file processes; or "COPY TO XFILE" for copying
the file you are USING to a new file, called XFILE. For using CPROFILE,
just about all of these commands are put into program files, which the
computer reads through and executes in sequence, to perform processes.
That is what a program is to DBASE. You can read the commands of any
program by saying "TYPE PROGRAMX" from the operating system prompt.
This is for more advanced users. For regular usage, with no
modification, the only command you have to enter is "DO MPROFILE.CMD",
which tells dBASE to go find the MPROFILE command file and start to
"execute" it (perform its commands). Everything from then on is
displayed on program menus, with selectable options shown.
2. CPROFILE Program Commands/Selections
The operator interacts with MPROFILE, CFINANCE, and CUTILITY by
answering the "queries" that appear on the screen. Queries can be in
three forms, as follows -
a. Menu item selection - Each menu, starting with the Main Menu of
each program, has a line that says "Enter selection :" or something
similar, at the bottom of what is displayed. The operator is to
choose the menu item (process) he/she wants to perform, by just
entering the item number, then pressing the RETURN key. The key
called RETURN in this manual (or sometimes just RETN), is for
completing the command. Your keyboard might call it "NEXT" or "NEW
LINE" or something else. Any way, just press it to complete the
command. The program will then go into the specified process.
Entering "Q" (QUIT) is always valid, along with the displayed items,
and results in returning to the menu that you came from - preceding
the one you are at.
Page 2-5
Section 2 - Basic Computer Usage Instructions
b. Yes/No questions and decision points -
This is for decision points in the program. When you might want to go
one of several ways, the program will ask you something like "Are you
sure you want to initialize for a new contributions month?". Usually
the decision is related to guarding against operations that you might
not want to do. Answering a "Yes/No" question is performed by entering
just a "y" for yes, or "n", for no - you do not have to spell out the
whole word. Now "y" and "n" are only two characters that you might
enter - what about entering another key accidently. The program has a
very large portion of code that looks for invalid entries. What it
does is always checks what you entered against what is expected. Any
invalid character is noticed, then the operator is asked for another
entry. So just enter what you should have entered, and the program
will continue on. Often the program will just assume the safest value
and proceed with it when your entry is not normal. For example, during
CONTRIBUTIONS file new-month initialize, the program will tell you two
things it will do, then ask: "OK?". If you enter anything else but
"y", such as pressing <RETURN>, the program assumes "no" and will exit
the process, returning to the previous menu.
For dBASE, if you press <RETURN> without having entered any
characters, dBASE will treat the entry as being one space character.
This will either be considered invalid, or the program will assume the
appropriate negative or safe response.
c. Command entries -
This is for entry of specific values that the computer needs to know
to perform the operations that follow. The computer will ask for such
things as a Small Church code or an offering envelope number. For
these command-type entries, you need to know a set or range of values
that will be good. For Small Church codes, you will enter a code that
you previously had entered into the Names Directory for MPROFILE.
Many command entries allow "q" to be entered for quiting. The program
will quit the most immediate operation and take you back to the
previous question again. You can always try entering "q" at data
entry places to see if it works. Eventually it will. You may have
found yourself at a point that you didn't intend to be at, so that a
query is not something you want to answer. That is when you can just
enter "Q", for quitting that function, returning to where you were.
The most complicated command-entry to understand is the "selection
criteria" of the Special Files/Reports section of MPROFILE and other
reports. This can be a very complicated command line to perform. If
you enter an invalid command to a command entry query, the program
will try to use it, then if it can't, it will tell you that it was not
usable, then ask you for another. The main selection criteria
functions / operations are -
Logical: .and. Arithmetic: + Comparison: < less than
.or. - > greater than
.not. * = equals
/ <> not equal
$ sub-string
Examples:
$(FAMILYCODE,8,1)="2" .and. ZIP="55417" (all women in ZIP code = 55417)
OFFERINGEN<200 .and. .not. ($(DATES,3,2)="84") (all MEMBER records with
offering envelopes under #200 that were not created in 1984.)
Page 2-6
Section 2 - Basic Computer Usage Instructions
3. DBASE Screen Edit mode
For entering your real data into the computer files, the programs will
clear the screen and then fill it with FIELD names and values to these
fields. You can then just roam around on the screen, entering and
changing the text as you see it. You can type over existing text, or
insert new text on top of the text that is there. Having such a
screen is called being in Screed Edit mode. The following keyboard
special keys enable all the screen-edit functions used in CPROFILE.
They all relate to using the control key in conjunction with another
key. Just press the control key down and hole it, then press the
specified key at the same time. Some of these control codes have
function keys that match, so that you do not have to press the control
key down along with the specifed key. These are unique to your
particular computer and keyboard. The table below, identifies what
special keys your computer might have for particular control keys.
CONTROL SPECIAL DESCRIPTION
KEY KEY
------- ------- -----------
ctrl-D -> move one character right
ctrl-S <- move one character left
ctrl-E ^ move one line up
ctrl-X v move one line down; same as pressing <RETURN>
ctrl-V INSERT go into INSERT mode; all subsequent characters
are then inserted into the text, pushing
existing text to the right. Pressing ctrl-V
a second time ends the insert function.
ctrl-W exit the DBASE Edit mode, saving the text you
entered. Reaching the end of the display
screen has the same effect as this control
character.
ctrl-Q exit the DBASE Edit mode, leaving the text as
it had been before entering Screen Edit mode.
ctrl-G DELETE delete the character to the right of the cursor
Page 2-7
Section 3: MPROFILE Main Features
3. MPROFILE - Membership PROFILE Program
MPROFILE is a set of programs that are read from the main computer disk
and, along with the dBASE program system, provide the computer with
specific instructions for processing membership data. The church
membership records are kept on a file called MEMBERS on the "data" disk
of the computer. This is a separate disk from the disk that contains
the MPROFILE program and dBASE II (although the operator can assign both
of them to be on the same disk). The operator can start the MPROFILE
program after receiving the operating system prompt (A>). He/she first
enters: DBASE. After entering the current date, the operator receives
the dBASE prompt (.). The operator then enters "DO MPROFILE.CMD". The
screen displays the main MPROFILE menu, shoen below, of processes for
the operator to select from. There are processes which update the
MEMBERS file, generate various reports, create user-selected files or
reports, and SET UP the church files and special names for initial
usage. Special names, unique to the local church, are stored in a file
called MDIRFILE (members directory file). They specify the church name,
the data disk letter, report spacing, and all church activity names.
MPROFILE comes with a sample MEMBERS data file diskette that can be used
initially to learn the program operations. The MDIRFILE is initially
set up for this file. The Tutorial section of the Manual leads the
operator through the main functions of MPROFILE with live data, in order
to show how the features work. The operator is strongly encouraged to
use the tutorial - it only takes maybe an hour to go through.
After you are comfortable with entering/changing names and making a few
reports, go into "SET UP - CREATE INITIAL MEMBERS FILE" (select "8"
from the main MPROFILE menu, then select "1"). The computer erases the
sample MEMBERS file and creates a new one with no records. The MEMBERS
file has a file index called MEMBERS.NDX which always is connected to
MEMBERS and which determines the sort order. This index to MEMBERS is
also initialized when creating a clear MEMBERS file. The program always
maintains this index file automatically. When you have also changed the
MDIRFILE to have your church-unique names (select "8" to enter SET UP,
then enter "4" - Church parameter changing and "5) Activity Names
editing"), you are ready for real data entry and report generation.
Grace Church C P R O F I L E
August 26, 1984 by WaterWares
DATA DISK = B version 1.3 Sept,85
MEMBERSHIP PROFILE PROGRAM
MPROFILE makes updates and prints reports from MEMBERS file
1) Membership Update
2) Full Church Processing
3) Small Church Reports
4) Special Activities Reports
5) Interests / Abilities Reports
6) Special File Creation, Reports
7) Pastoral Calling
8) Set Up
Select one of the above operations ("Q" = quit) : ___
Page 3-1
Section 3: MPROFILE Main Features
Information about members can be received via a standard membership
information form which each local church creates for themself and asks
church members/attenders to fill out. Note that church "membership" is
a general term for both members and attenders in this manual. Official
member status is marked in the MEMBSTATUS field. A sample information
form is shown in the Manual. Information about addition and deletion
of names can later be received from class attendance check lists/
reports, and by change requests called in to the church office.
A. MPROFILE Main Features
1. MPROFILE is easy to use, with processes defined by selection
"menus" displayed on the operator's screen. The program has a system
of sub-processes that are one or two levels below the main menu. The
upper-right corner of each menu shows the process numbers that the
operator entered to get there, and the name of the current process
name (MPROFILE module/file name). Entering "Q" (quit) at most any
point returns operation to either the previous command or the previous
menu.
2. MPROFILE can record virtually any kind of information about
individuals in the church. This includes - all personal information,
such as address, phone, family relationship, school name, four special
dates; all church functions or activities; any unique membership
status data (defined by the local-church), interests/abilities, survey
information; and a record of church contributions.
3. In the MEMBERS file, families are tied together as a unit by a
common "family code", for making the full church directory and for
"married's" reports. The computer automatically creates the family
code during initial entry of family members.
4. During member data entry, data field names are displayed, followed
by empty fields with marked boundaries (:). Some fields are filled in
automatically. Pressing control-W or completing the last data field
terminates the edit screen, saving the record. See paragraph 2-E.
5. After update processing is complete for all member information
received, the program uses the MEMBERS file to make secondary files of
individuals in the classifications given below. These files are
separate from the main MEMBERS file, so that reports can be made from
them independent of the status of the MEMBERS file. Each file has an
index file connected to it with the same file name but different file
suffix, which must always be on the data disk with its data file.
MEMBERS - the main file containing a record of information about
every individual member or attender
FCMEMBRS - a file of all church families
MSCROST - a file of all individuals in Small Churches
MACTIVTY - a file of all individuals in Special Activities
MSKILLS - a file of all individuals that have indicated specific
interests/abilities
6. Each Small Church, Special Activity or Interests/Abilities
class/group, or any group defined in the Special Files process, can
get a variety of reports made, using its secondary file, in the
respective report menu.
Page 3-2
Section 3: MPROFILE - Initial MEMBERS File Start-up
B. Initial MEMBERS File Start-up Procedure
The menu, below is from selecting process "8) Set Up" from the main
MPROFILE menu. It allows selection of processes that assist the
operator in entering computer parameters and church names that the
MPROFILE program uses. There is also a process for starting up a clear
MEMBERS file. These parameters need to be set up initially, before any
editing and report processes are performed in MPROFILE. The two
required parameters are the church name and the data disk drive letter.
(contains the MEMBERS file). The others can be changed as they are
needed for particular reports (see the report descriptions).
MPROFILE Set-up Functions
1) Create Initial MEMBERS File
2) Re-index MEMBERS File
3) Re-index a specified file
4) Names Directory - church, computer parameters
5) Names Directory - Activity Names editing
6) Printer start-up - initializes print characteristics
7) Copy a file to external format
8) Purge MEMBERS file of Inactive People
Select one of the above operations ("Q" = quit) : __
Process 1: Create Initial MEMBERS File - erases any existing MEMBERS
file on the data disk, then copies the MEMBERSX file to MEMBERS. The
new MEMBERS file is then indexed by last and first names. Optionally,
the Names Directory (MDIRFILE) is allowed to be initialized.
Process 2: Re-index MEMBERS File - this fixes the MEMBERS sequence
if it ever gets out of kilter, which normally does not happen. If you
recover the MEMBERS data file from another disk, this process is
necessary to re-create the MEMBERS.NDX index file.
Process 3: Re-index a specified file - the operator can specify a file
name to be indexed, also specifying the index fields and index file
name.
Process 4: Names Directory - church, computer parameters - a set of
operational parameters is presented on the screen for the operator to
edit. They are recorded in the MDIRFILE. See the figure below.
Process 5: Names Directory - Activity Names editing - They are
recorded in the MDIRFILE. See the figure, below.
Process 6: Printer start-up - initializes printer characteristics
Process 7: Copy a file to external format - this is required for
setting up information that can be used outside of dBASE, such as for
word processing or using mail-merge.
Process 8: Purge MEMBERS file of Inactive People - everyone that is
marked full-church inactive for at least a year is purged from the
MEMBERS file, making the file smaller.
Page 3-3
Section 3: MPROFILE - Initial MEMBERS File Start-up
EDITING STANDARD CHURCH PARAMETERS
Church name :Grace Church :
Disk I.D. containing data files :A :
Mailing labels spacing : 6: Mailing labels, lines per page :66:
Mailing labels, 1st column :6 : - 2nd column :40:
FAMILY ADDRESS UPDATING :Yes :
PRINTER SET-UP SPECIAL (ASCII) CHARACTERS :30 06 :
Voting age :18: New letter separator :No :
Zone Marking :No : Use 9-digit ZIP? :No :
Dates format: MM/D1 MM/D2 MM/D3 MM/D4 MM/D5 YYYY
This month's dates: 3/4 3/11 3/18 3/25 1981
This year's dates : 9/1 9/8 9/15 9/22 9/29
10/5 10/12 10/19 10/26
11/2 11/9 11/16 11/23 11/30
12/5 12/12 12/19 12/26
1/2 1/9 1/16 1/23 1/30
2/6 2/13 2/20 2/27
3/4 3/11 3/18 3/25
4/2 4/9 4/16 4/23 4/30
5/7 5/14 5/21 5/28
6/3 6/10 6/17 6/24
7/1 7/8 7/15 7/22
8/3 8/10 8/17 8/24 8/31
Names Directory File Maintenance 8-5-/MCNAMES/
This section allows adding and deleting codes and their
corresponding names to the Names Directory file.
1) Display / Print the current Names Directory (MDIRFILE)
2) Add a Small Church name
3) Delete an existing Small Church name
4) Add a SP:ACTIVTY name
5) Delete an existing SP:ACTIVTY name
6T) Add an OTHER category, with new title
6) Add an OTHER name to an existing category
7) Delete an existing OTHER name/category
8) Add an INTEREST/ABILITY code
9) Delete and existing INTEREST/ABILITY code
P) Purge inactive names out of the NAmes Directory file
Q) QUIT
Enter selection :__
Page 3-4
Section 3: MPROFILE - MEMBERS Data Elements Description
C. MEMBERS Data Elements Description
The MEMBERS file has multiple records, each having a person's record of
information, as described below. The UPDATE-ADD function in the UPDATE
process creates new MEMBER records. The UPDATE-CHANGE function accesses
a record for the computer operator to change, and the UPDATE-DELETE
function deletes an existing record from the file.
Name Type Number of
characters
LAST:NAME C 15
FIRST:NAME C 14
FAMILYCODE C 9
HOME:PHONE C 9
ADDRESS C 25
CITY:STATE C 20
ZIP C 6
ZONE C 4
BIRTHDATE C 12
SPEC:DATES C 18
MEMBSTATUS C 10
OFFERINGEN N 5
WORK:PHONE C 9
SS:SC:MEMB C 5
TEACH:SSSC C 5
SP:ACTIVTY C 20
SKILLS C 30
OTHER C 24
COMMENTS C 20
SSSCATTD C 59
CALLING C 8
DATES C 10
---
338
FIELD DESCRIPTIONS -
LAST:NAME - Family's (single person's) last name
FIRST:NAME - First name. Must have First character capitalized, and
the rest of the characters in small letters.
FAMILYCODE - 9-character code for a family. The computer automatically
creates this code from the family information previously entered.
FORMAT: AAABCCCDE
AAA = First 3 letters of last name of head-of-household (family)
B = First letter of first name of head-of-household
CCC = "001" (a unique identifier of families that have common
(AAAB) letter codes
D = code for position in the family
1 = husband or single man (either a "1" or a "2" can be
2 = wife or single woman the head-of-household; this
3 = any boy child allows for divorcees)
4 = any girl child
E = "M", if married
HOME:PHONE - Phone number; e.g. 866-5917
Mark an asterisk at the end of the number if in another area code.
Page 3-5
Section 3: MPROFILE - MEMBERS Data Elements Description
(MEMBERS file, continued)
ADDRESS - Street address, apartment number, box number, ...
CITY:STATE - City, State - state may be abbreviated to 2 letters
Minnesota = MN; Minneapolis = Mpls.
ZIP - 5 digits
ZONE - 4-digits. used as a part of the 9-digit zip code; or can
be used for keeping districts or zones of the membership
BIRTHDATE - MONTH/DAY/YEAR-GRAD; 10/17/47-65 = Oct. 17, 1947,
with year of graduation = 1965.
SPEC:DATES - (MM/DD/YY) of baptism/confirmation, followed by (MM/DD/YY)
of wedding anniversary, if married. The two dates are
separated by a comma.
MEMBSTATUS - Col. 1: Y=Yes. Any other character means "not a members"
Col. 2: Mark "*" as full-church inactive so that this
person will not appear on any membership reports; only
contributions accounting. The UPDATE-Full-church inactive
function automatically puts a '*" in this character
OFFERINGEN - Offering envelope number. Used in the MCONTRIB program.
WORK:PHONE - (if given)
SS:SC:MEMB - A 3-character Small Church (Sunday School) code. The name
associated with each code is recorded in the MDIRFILE,
under MPROFILE, SET-UP.
Examples of codes that might be used are:
NUR - Nursery
ECH - Early childhood
PR1 - Primary, grades 1 - 3
PR2 - Primary, grades 4 - 6
JRH - Junior High
SRH - Senior High
COL - College
NMA - Newly Married's
C-C - Career Church (Singles)
C20 - Church 20's
C30 - Church 30's
C40 - Church 40's
C50 - Church 50's
C60 - Church 60's
C70 - Church 70's
Special inactive character: "*" in character 5 designates inactive to
the specified Small Church. The rosters and attendance reports skip
over such people.
TEACH:SSSC - Sunday School or Small Church Teacher/Leader 3-character
code - same as for SSSC:MEMB.
Page 3-6
Section 3: MPROFILE - MEMBERS Data Elements Description
SP:ACTIVITY - 3-character code for one or more of the following:
Separate activity codes with a comma (no space).
Mark with a double quote (") as separator when person is
a teacher or leader of the function. (CC3"DRA,MIS,)
After the last activity code, enter another comma. This
keeps the sorting accurate.
NOTE: Illegal codes or code formats are printed during MACTIVTY file
creation. They are not detected at time of entry.
Examples of SP:ACTIVTY codes are:
ACH - Adult Choir STF - Church Staff, Office
DRA - Drama ELD - Elder
ORK - Orchestra/Ensemble USH - Usher
CCH - Children's Choir NUR - Nursery helpers
YHC - Youth Choir MIS - Missions
SPA - Sparks AWA - Awanas
SKILLS - 2-character interests/abilities codes, followed by a comma
or double quote ("). Interests/abilities are for those
activities that a person is volunteering to help with that
he/she is not necessarily in now. Kinds of projects that
the church might have are "NC" - neighborhood canvassing,
"BD" - bus driver, "GC" - grounds clean-up, "OC" - office/
clerical, etc. The MSKILLS file is made of everyone that
designated an interest/ability (same as skills).
The quote designates a person who would head up such
volunteer work. They are printed at the top on a one-line
report
OTHER - The name of any special-coded activity or member status that
has groups underneath the main group. These function categories and
names in the categories can be freely added to and omitted from the
Activity Names Directory (MDIRFILE) by performing SET UP.
Each person can be assigned up to 3 "second-level"
activities (examples given below). A second-level activity is any
activity or function which has a category name, then has an activity
or function sub-name. For example, "SCH" might stand for school,then
the operator would state a 3-character school code. You say "School =
Kennedy High" and designate SCH=S06 Kennedy High in the MDIRFILE.
Then, in the MEMBERS file, SCH is school and S06 stands for Kennedy
Sr. High School. In the Small Church two-line report, the operator
can select specific OTHER categories that are wanted to be printed
out.
Examples of OTHER codes are:
DIS=NNN (Discipleship level) SCH=NNN (School)
BSG=NNN (Bible study group) SCD=NNN (School District)
BTY=NNN (Blood type)
CALLING - The last date of a pastoral call, as marked by the "P"
function of MUPDATE. The format is YY\MM\DD. This is updated only by
the "Mark ... Pastoral Call" function of MPROFILE-Update, and is used
only by the Pastoral Calling process.
COMMENTS - Any text information about a person
DATES - Month and year first recorded, then month and year of last
address/phone update
Page 3-7
Section 3: MPROFILE - MEMBERS Information Editing
D. Membership Information Editing
When having entered Process 1 from the main menu (Membership Update),
the user is able to make changes to the MEMBERS file in four forms:
ADD, CHANGE, DELETE, AND MAKE-INACTIVE. These functions are initiated
by entering an A, C, D, or I/J, respectively, at the keyboard in
response to the first operator screen query. The figure below shows the
MPROFILE-Update menu. The computer performs the following functions
from the particular request made:
MEMBERS File Update Processes 1-/ MUPDATE
Select one of the following update functions
A) Add a new member
C) Change a member's information
D) Delete a current member
I) Mark a current member to be full-church inactive
J) Mark a current member to be Small-Church inactive
P) Mark today's date as having a pastoral call
S) Mark "Special"
T) Clear "Special"
Q) QUIT
Enter selection :__
[A]'ADD' - Displays a new screen with MEMBERS field names followed by
a blank field to be filled in. Before this screen appears, the
following is displayed, which asks the operator for the family
position indicator. The 2-character code that is entered determines
the family code of the person being entered, and allows association
of this person to other persons to follow or just previously entered.
The program automaticaly generates family codes when a family is
initially entered. You have to edit the code when adding new members
to a family that already is started. Remember that the first 7
characters of the code must be unique for a particular family.
Adding a new Person to MEMBERS file.
Enter person's place in family.
[H]ead-of-household, [M]ember of family, [S]ingle person,
followed by sex designator - 1=Man, 2=Woman, 3-Boy, 4=Girl.
Examples: h1 = man, head-of-household;
m4 = girl, member of preceeding family
Enter two-character code: __
Then the operator is asked to first enter the last name, first name,
and home phone of the new person. When "Ok" the MEMBERS file is
scanned to check that there isn't already a person by the same name
(probably is the same person), before allowing entry of the rest of
the data on this person. If there is a duplicate name, address and
phone, the operator is asked whether to edit it or not. The program
will not allow entering the same name in twice - you would have to
enter something in the name different in order to get it in.
Page 3-8
Section 3: MPROFILE - MEMBERS Information Editing
Page 3-9
Section 3: MPROFILE - MEMBERS Information Editing
[C] 'CHANGE' - Displays the record of a previously-entered person, so
that address/phone or activity names can be changed on the screen. If
the operator enters a number directly after the "C", such as "C289",
the computer will consider the number to be a record number, and will
go straight to it, entering the UPDATE-EDIT mode. Otherwise, the
name search sequence will be followed. This requests the operator to
only enter five of the characters of the intended name, which the
program goes and searches for, then presents the rest of the name and
phone for the operator to OK. If OK, the UPDATE-EDIT mode is entered
with this person's record of information presented. There is a
special Update parameter that when set to "yes", enables the feature
of updating the addresses of all members in a family from editing
just one family record. The message "FAMILY ADDRESS UPDATING" is
displayed on the Update-Change screen when this is true. The result
is that you do not have to go into each family member's record and
change the address - the program will do this for you. For each name
that you make an address or home phone number change to, the program
automatically goes and finds everyone else with the same last name
and family code (first seven characters, only) and changes their
address to the new address. Note that there is a restriction - if
any family members do not have the same last name as the person being
changed, their address will not get changed.
[D] 'DELETE' - Calls up an operator-designated name, then flags the
record for permanent deletion (dBASE DELETE mark - "*"). This
record will then be omitted from all reports. When the DBASE
"PACK" or "COPY" commands are executed, such a record goes away
completely.
[I] 'MAKE Small-Church INACTIVE' - Calls up an operator-designated
name, then marks that name as inactive to the Small Church he/she
was in. He/she will still be included in all reports outside of
the Small Church reports.
[M] 'MAKE Full-Church INACTIVE' - Marks full-church-inactive status
This status is indicated by an asterisk "*" in column 2 of
MEMBSTATUS field. All reports except for contributions skip this
person. If this person is a church member, or has an offering
envelope number assigned, he/she will still be included in certain
church reports. The MEMBERS PURGE process in SET-UP will cull
these people out every year.
[P] Mark today's date (the date you entered DBASE with) into the
pastoral call date of the specified individual. The program will
ask you the 5-letter abbreviation of a person to be marked, just
like for a name change. When it finds the name, it writes the
SYSTEM DATE into the CALLING field of MEMBERS for that person. The
year part of the date is shifted to the front to make the sort
order work out in the Pastoral Calling section of MPROFILE.
[S] Mark "Special" - writes "x" in character 9 of MEMBSTATUS. This
is used by the CSEVENT program, or you can use it any way you like
to quickly mark a single status for a set of individuals.
[T] Clear "Special" - writes a space over columns 9,10 of MEMBSTATUS.
This enables re-use of the Special function.
Page 3-10
Section 3: MPROFILE - Reports
E. MPROFILE Reports
To start a report, first select the report group that you want from the
MPROFILE Main Menu. The program takes several seconds to prepare for
the report group, then displays a secondary menu of the report group
that you specified. For example, for a Small Church report, the operator
enters "3" from the MPROFILE Main Menu to access this secondary menu of
report processes. The display screen shows the "Small Church Reports"
Menu. The operator selects a report format type from the menu, then
the computer begins the process that creates the specified report.
The format that reports are printed in is specified by 2-character
report format codes. A code letter is displayed to the right of menu
items that make reports to identify the report format. The reports
print different data fields of the input file, and there are varying
report layouts. For example, when specifying the OTHER field, the
program will use a certain OTHER name that you specify when requesting
the report.
MPROFILE data is always updated into the MEMBERS file. This file is the
base for all membership data. The program needs this data in different
file formats in order to efficiently produce its reports. So sub-program
routines have been added which process the MEMBERS file in different
ways, creating new secondary files. The MPROFILE report processes look
for these file names when starting to make their respective reports. If
they are not present on the designated data disk, the program will
abnormally terminate, thinking there is a problem with the program. So
the user ie required to know what report processes use the different
secondary files. These files, once made, are independent of the MEMBERS
file, The operator can perform any file operation on them, such as
copying them to different disks. Thus, the user can save them for
report-making from separate disks or for keeping a previous month's
history. Usually only the MEMBERS file is needed to be saved, since the
secondary files can always be re-generated from MEMBERS. The files must
always have their associated index file(s) saved with them.
Full-Church Report menu -
Grace Church January 13, 1985
DATA DISK = B
FULL CHURCH PROCESSING
0) One-line display
1) All membership information [FI]
2) Briefer two-line report [TL]
3) One-line report, by offering envelope [OL]
4) Full-church Directory [FD]
5) SPECIAL DATES / FCSDATES
6) MAILING LABELS - All members/attenders, by family [ML]
7) MAILING LABELS - All voting members [ML]
8) MAILING LABELS - All ovvering envelope numbers [ML]
9) Full-church attendance marking, reports / FCATTEND
Enter selection : __
Page 3-11
Section 3: MPROFILE - Reports
The following is a list of reports and their intended function for the
church. The first column indicates the operator selections required to
get the stated report, starting from the main MPROFILE menu, and
indicating which file will or might be used as input to the report.
2-1 [FI] Main office report of all member information. This
MEMBERS list should not be left out for casual observation.
2-2 or 3-2 [TL] Specific ministries or projects report. If you enter
a slash followed by an OTHER code, that OTHER
function will be included in the report. For example
"2/BSG" will cause the BSG (Bible Study Groups) to
be printed. Entering a backward slash plus OTHER
code causes the birthdate and grade in school to be
printed - nice for children's reports ("2\SCH").
2-3 [OL] Report of all offering envelope number assignments.
This is invaluable in seeing open envelope numbers.
2-4 [FD] You can print copies of this for members of the
congregation to have. The "New letter separator"
parameter in the Names Directory is recommended.
2-5 [OL] Various special dates to remember, whatever you like
Also, latest update lists so that new attenders are
quickly noticed and contacted by everyone
2-6 [ML] Mailing labels, by family - general church mailings
Note that you can print labels in ZIP code order by
using the Special Files, Reports processes.
2-7 [ML] Mailing labels, every voting member - church busines
2-8 [ML] Mailing labels, all offering envelope numbers - any
emphasis on giving. Husband and wife are together.
3-1 [TL] or Sunday School class leaders. The OTHER field can be
3-2 [OL] optionally printed for [TL]; example: 2/SCH - school
3-3 [2C] Two-column roster- make copies for each group member
3-5 - 3-9 Ministry support
4-1 - 4-7 Similar to Small Church reports.
5-1 - 5-4 Make lists of specific interests for project helpers
or for getting people together, by common interests.
3-4-1 or 3-4-2 Pass one of these around during classes to have
or 2-9-1 people mark their attendance. Or have worship
service ushers mark them.
Page 3-12
Section 3: MPROFILE - Reports
After the operator selects a report name from the menus, the MPROFILE
program makes several (varying) queries to the operator, asking for
specific report information. One or more of the following queries may
be made, which requires an appropriate response from the operator.
Enter Small Church code :___ You are to enter an abbreviation for a
(or Special Activity/Ability) Small Church. The code and name need
to already be in the Names Directory.
Only individuals with this Small
Church will be included.
Does the MSCROST file have The program is asking the status of the
the latest updates from secondary file MSCROST (or FCMEMBRS /
MEMBERS? MACTIVTY / MSKILLS). Even if present
on the data disk, you may want it to be
updated. Entering "Y" assumes it is
good, otherwise it is made over from
scratch before the report is printed.
Is the Small Church for a Small Church reports can be made by
married's class? individual or by couple. The input
file will be MSCROST (individuals) if
you enter "N" here; otherwise files
FCMEMBRS/FCRSCNDX will be used, putting
the husband's and wife's names together
Enter selection criteria :___ A few reports all absolute flexibility
in selecting which member records are
to be selected in printing the report.
You must learn the dBASE arithmetic and
comparison operators in expressions in
order to be able to use this. You can
press <RETURN> to select all records.
MPROFILE has routines that create each secondary file. Select Main Menu
process 6 - "Special File Creation, Reports", to access the routines for
secondary file generation. Processes 6, 7, 8, and 9 of this larger
process create the four secondary files. The following is the list of
the secondary files made and used in MPROFILE. The second (and third)
file name is the index file to the data file.
FCMEMBRS /FCMEMBRS, FCRSCNDX - all church families.
An FCMEMBRS record has the husband's, wife's and the children's names,
followed by the home address, phone, etc. Then the basic church
information is given from the head-of-household's record, such as the
Small Church name. This file is used to make the Full Church Directory
and the Small Church 2-column rosters, when "married's" is specified.
For Small Church reports, the FCRSCNDX file index is attached to the
FCMEMBRS file, which is indexed by Small Church code, then name. Then
the husband and wife can be shown together. Note that for
CONTRIBUTIONS processing, the husband and wife are associated together
on statements by their having the same envelope number, not by having
the same family code. So they may or may not get a combined
CCONTRIBUTIONS statement, depending on whether they use the same
envelope for their offerings. Also, the children can get their own
giving account. So offering statements are NOT made by using this
FCMEMBRS file. This file associates people together into a family by
family code.
Page 3-13
Section 3: MPROFILE - Reports
MSCROST /MSCROST - all people in Small Churches.
This file is the basis for tracking members by the primary smaller
group in the church that they are placed in, or choose to be in
(which-ever is true for your church). The MGSCROST program module
creates this file. MGSCROST is called from Special File Creation,
process (6). This file contains the Small Church Teachers along with
the regular attenders. The teachers will be placed at the top of the
file, and consequently at the top of the reports. The program marks
the teachers with a quote mark in front of the name which specifies
"teacher/leader". The third MPROFILE secondary menu contains reports
that can be made mostly from this MSCROST file.
MACTIVTY /MACTIVTY - all people in church Special Activities
Activities that a church can specify are discussed in the MEMBERS file
description. The idea is to include any activity or function that is
church-related, outside of the Small Church. For example, Wednesday
night clubs are processed in the same manner as the group of church
elders. This file is created from people who have activities specified
in their SP:ACTIVTY field of MEMBERS. The MGSAROST program module
creates this file. MGSAROST is called from Special File Creation,
process (6). A person will appear in this file for every valid
SP:ACTIVTY in his/her record. The MGSAROST module verifies the names
entered, printing out all names not found in the Names Directory,
under "SPAC". The fourth MPROFILE secondary menu makes reports,
primarily from this file.
MSKILLS /MSKILLS - all people in Small Churches.
Interests/Abilities that a church can specify are discussed in the
MEMBERS file description. SKILLS, or Interests/Abilities (the names
are synonymus) are functions or helper types that people volunteer to
be involved with. This is in comparison with Special Activities,
which are activities that people are already active in. The church
might designate a set of names, and 2-character codes for the names,
to survey the congregation on, which describe helper-type functions
that people are needed for. Office help, church grounds keepers,
building maintenance, bus drivers, neighborhood canvassing, drivers
for the handicapped, and other special ministries can all be named and
coded. This system is for processing information that people give
about HOW they would like to help with church work, not for
established functions. Another way to use this MPROFILE process is to
have the church survey their congregation about what interests people
have that they might want to share with others. This process can help
such members find others with common interests. This will increase
spontaneous fellowship.
The MGIAROST program module creates the MSKILLS file, with index.
MGIAROST is called from Special File Creation, process (6). A person
will appear in this file for every valid SKILLS in his/her record.
During MSKILLS file generation, the MGIAROST module verifies the names
entered, printing out all names not found in the Names Directory,
under "SKLS". The fifth MPROFILE secondary menu makes reports,
primarily from this file.
NOTE: There is not a secondary file for the OTHER field information.
Page 3-14
Section 3: MPROFILE - Reports
F. MPROFILE SPECIAL PROCESS - Attendance Marking, Reports
MPROFILE can record weekly attendance of individuals in the church, then
report back various attendance information. Attendance can be recorded
(marked) by Full Church (all members, in alphabetical order), or by a
selected Small Church. The Full Church Attendance system is entered by
selecting 2-9 from the MPROFILE main menu. The Small Church Attendance
system is entered by selecting 3-4 from the MPROFILE main menu.
Attendance is expected to be marked each week. A year's attendance
marking is gathered in the MEMBERS file before it is cleared, then set
up for another year. Attendance is "marked" by the program sequentially
displaying each name on the screen, allowing the operator to enter an
"x" (present) or a space (not present). The program transfers this mark
to the particular SSSCATTD field character that is associated with the
week that the operator specifies. When attendance marking is complete
for the week, the operator goes to the "Add New People" section, which
makes MUPDATE-ADDs, and marking the week's attendance at the same time.
After this is complete, the operator can select one or more reports to
be printed related to attendance. These can be - Full List, Newly-
Actives, Newly-Inactives, 1st Timers, and 1st Timers, mailing labels.
G. MPROFILE SPECIAL PROCESS - Pastoral Calling
Pastors can use this process to get a report of the dates that pastoral
calls are made. The program will save the dates, then recall
individuals who have not been called in a certain number of months. All
calls are expected to have been made within a year's span. The pastor
or office worker can ask for pastoral call names to be displayed on the
screen, or to be printed.
H. MPROFILE SPECIAL PROCESS - Special File Creation, Reports
The MPROFILE user might find that the reports specified in the MPROFILE
report menus do not include enough selections. The "Special File
Creation, Reports" menu item, from the MPROFILE main menu, allows the
user to specify any existing membership file as a report input, then
specify a selection condition on records in that file that are wanted
to be included in a report. One of three different report formats may
be chosen. Also, a special file may be created, with optional index,
in preparation for the report proc3ess. For example, the Full-Church
mailings might want to be mailed in ZIP code order, in order to save
postage. The operator could first have the FCEMBRS file (families)
indexed by: ZIP+LAST:NAME to file index: FZIP. Then he/she requests a
Mailing Labels report, and selects Input File = FCMEMBRS, and Input
File Index = FZIP. The program asks for a selection criteria which can
be answered by just pressing <RETURN>, for ALL. The process then
prints mailing labels for all families, in ZIP code order. You can
also create your own data file for report input. It must have the
field names called by the report process that you use.
Page 3-15
Section 3: MPROFILE - Reports
S A M P L E R E P O R T S
[FI] Grace Church - Full Membership Report March 1, 1984 Page 1
ANDN0014 SC:PR2 Andersen, Ann TEL:436-7768 WK:635-1443
MEMB:N E# 12514 Fordham Court, Apple Valley, MN 55124
ACTY:SPA,CC2, OTHER:SCH=001, 1283,0284
283 I/A:CA,SA, BD:07/22/73-91 08/22/82,
(comments)
ANDN0012M SC:C28 PR2 -Andersen, Patricia TEL:436-7768 WK:887-3352
MEMB:Y E# 11 12514 Fordham Court, Apple Valley, MN 55124
ACTY: ACH,SPA" OTHER:SCH=001 1283,0284
284 I/A: BD:01/18/56-74 03/22/69,09/21/80
ANDN0011M SC:C28 -Andersen, Irvin TEL:436-7768 WK:429-5649
MEMB:Y ENVL# 11 12514 Fordham Court, Apple Valley, MN 55124
ACTY: OTHER: BSG=001 1283,0284
BD:01/18/56-74 06/17/62,09/21/83
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
[OL] Church 28 March 21, 1984 Page 1
SP.ACTIVITY Name Phone Address
ORK, -Irvin Andersen 436-7768 12514 Fordham Court, Appl 55124
-Evelyn Andersen 436-7768 12514 Fordham Court, Appl 55124
-Dr. Kenneth Baker 866-6332 2345 Berea Dr., Thriving 55555
-Karen Baker 866-6332 2345 Berea Dr., Thriving 55555
ACH,AWA Arthur Bruns 871-6176 4561 Lyndale Ave S., Mpls 55473
Mary Bruns 865-7682 4561 Lyndale Ave S., Mpls 55473
-Leonard Carlson 429-0308 2407 E. 28th St., Mpls, M 55445
ACH,MIS" -Linda Carlson 429-0308 2407 E. 28th St., Mpls, M 55445
Bev Larson 536-9668 5470 53rd Ave N. Apt 271, 55446
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
[TL] Primary 2 Report June 14, 1985 Page 1
Birthdate PHONE NAME ADDRESS
12/09/76-6 536-0124 Ann Andersen 2231 Fordham Ct, Apple Valley 55125
9 SCHOOL: William Carver DATES:1283,0284 BA:04/22/85,
11/24/77-5 536-0124 Barb Andersen 2231 Fordham Ct, Apple Valley 55125
291 SCHOOL: William Carver DATES:1283,0284 BA:04/22/85,
04/16/76-6 536-0124 Bill Baker 1422 Abbot Ave, Minneapolis, 55120
13 SCHOOL: Benj. Harrison DATES:1283,0284 BA:
09/22/78-4 536-0124 Mark Potter 1822 Chicago Ave S. Minneapol 55264
129 SCHOOL: Andrew Johnson DATES:1283,0384 BA:06/02/85,
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
Page 3-16
Section 3: MPROFILE - Reports
[AC] Church 28 Attendance Check List -- March, 1984
Please check the column under today's date and beside your name. Also,
mark any recent change of address or phone number underneath your name.
New people, please record your attendance on the last page.
03/09 03/16 03/23 03/30 ______________________________________________
Andersen, Evelyn TEL: 436-7768
_____ _____ _____ _____ 12514 Fordham Court, Apple Valley, MN 55124
______________________________________________
Andersen, Irvin TEL: 436-7768 WK:
_____ _____ _____ _____ 12514 Fordham Court, Apple Valley, MN 55124
______________________________________________
Baker, Karen TEL: 866-6332
_____ _____ _____ _____ 2345 Berea Dr.., Thriving City, MN 55555
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
[2C] Church 28 Roster - - March, 1984
Andersen, Irvin and Ev H: 431-7168 Victor, Gene H: 655-9558
12514 Fordham Court W: 929-2653 3448 Maple View Dr. W: 922-3421
Apple Valley, MN 55124 hBD: 07/22 Thriving City, MN 55 BD: 11/14
wBD: 3/17
Baker, Dr. Ken and Karen H: 866-6332 Warner, Frank and Na H: 826-9943
2345 Berea Dr. W: 876-7593 5330 Grand Ave S.
Thriving City, MN 5555 hBD: 02/22 Mpls, MN 55446
wBD: 01/18
Carlson, Andy H: 932-0093 Washburn, George and H: 422-3437
1443 Bethlehem Drive W: 844-5433 5443 Garden Grove
Thriving City, MN 55555 Apple Valley, MN 5512 hBD: 07/15
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
[ML] (Mailing labels for selected Special Activity - Ushers [USH])
Dr. Kenneth Baker
2345 Berea Dr.
Thriving City, MN 55555
Sam Chapman
8401 W. 101st St.
Bloomington, MN 55444
Harvey Larson
5470 53rd Ave N. Apt 271
Mpls,MN 55446
Page 3-17
Section 4 - CFINANCE
4. CFINANCE Program Disk
CFINANCE is made up of three distinctly independent programs - MCONTRIB,
CFBUDGET, and CPROPRTY. The CFINANCE program diskette is loaded into
the program disk drive, then the operator enters "DO CFINANCE.CMD" to
get the starting menu. The operator may also enter "DO MCONTRIB.CMD",
or "DO CFBUDGET.CMD", or "DO CPROPRTY.CMD" to start a specific program,
directly. Each program has its own data files and Names Directory.
4:1 MCONTRIB - Membership Contributions Processing
The MCONTRIB section of CFINANCE records contribution amounts (church
offerings) into the CONTRIB file, then reports back the information in
several forms. There are three primary set-up parameters used by
MCONTRIB: the recording basis - monthly or quarterly; the contributions
category names, and the number of offering envelopes that have been
issued. The operator performs initial MCONTRIB Set-Up to establish these
parameters in the MCONTRIB Names Directory file - CDIRFILE. The
MCONTRIB program comes with a set of parameter values in the CDIRFILE
that match the sample data file, used by the Tutorial. The operator
learns MCONTRIB usage, then changes these parameters to reflect the
local church environment. For example, offering categories "Missions",
"Local", "Building", and "Designated" might be changed to "Local",
"Missions", "Departments", and "Designated", with the fourth category
assigned to accept Special Accounts for "Organ Fund" and "Building". The
program would now use the new names in its field descriptions. The
CDIRFILE will receive and track totals for offerings made to the Special
Accounts. Initial MCONTRIB set-up also involves creating a new CONTRIB
file containing the same number of records as there are offering
envelopes. This number is another Names Directory parameter. Each record
contains fields for each offering category and for each week of the
period - month or quarter. There are also fields for a single pledged
amount for the year, and for specifying a Special Account fund for the
Designated field (last offering category, when the Special Account
option is enabled). The giving amounts in the category fields are
initially all blank ($ 0.00). At the end of the period, the operator
creates file CONTRIBX, which will contain new year-to-date totals, and
zeroed weekly amounts. Year-to-date totals and pledged amounts are
cleared at the end of the year.
MCONTRIB Main Menu -
July 22, 1985
CHURCH CONTRIBUTIONS ENTRY AND REPORTING 1-/MCONTRIB/
1) Perform a new month initialize /MCONINIT/
2) Perform weekly entering of church offerings /MCONINPU/
3) Generate end-of-period office report of all offerings /MCONREPT/
plus create the new next-period file CONTRIBX
4) Create the new next-period file CONTRIBX /MCONREPT/
5) Generate individual offering statements /MCONSTAT/
6) Direct Display/Editing of the CONTRIB file /MCONFILE/
7) Contributions Analysis /MCANALYS/
8) Special Funds Processing /MCSFUNDS/
9) Set Up /MCOSETUP/
Enter selection :__
Page 4-1
Section 4:1 CFINANCE, MCONTRIB
A. Description of main MCONTRIB processes
1) New month initialize - This process transfers (renames) the tempor-
ary file CONTRIBX to become the main file called CONTRIB. Year-to-date
totals are carried from the previous period for each envelope number.
The second step of this operation queries the operator for the dates of
the Sundays of the up-coming month/quarter.
2) Weekly entry of church offerings - This process asks the operator
for the number of the week that contribution amounts are being entered
into, then requests envelope numbers for entry of offering amounts. For
example, April 16 would be week 3 of the second quarter. The user-
specified category names are displayed, followed by blank fields to be
filled in. The program records the amounts entered, one envelope at a
time, in the order that the operator enters envelope numbers. When the
operator wants to end a "page", he/she enters "P" in place of an
envelope number and the computer stops and prints a one-page report of
that page of contributions (only if "Print Contributions pages during
entry" parameter is on), then goes to its second page. The operator just
enters contribution amounts in the order that he/she gets the actual
envelopes from the offering. The operator may at any time end a page,
then go back and review/edit amounts on that page of envelope numbers.
When the program advances to another page, the previous sequence of
envelope numbers is lost - the offering amounts remain only in the
CONTRIB file. After all contributions have been entered, a display of
the amount totals is given. This weekly summary has also been printed on
the last contributions entry page.
3) a) Prints an end-of-month summary report of each envelope that gave.
b) Create the temporary file CONTRIBX, with new year-to-date totals.
This is then available for Process 1, initialize for a new month/
quarter, but only after the operator has backed up the CONTRIB file and
printed the offering statements, when desired.
4) Create the temporary file CONTRIBX, carrying new year-to-date
totals. (Same as process 3.b, above, by itself)
5) Generate individual offering statements. These are for mailing to
congregation members, especially at the end of the year. It shows all
giving amounts for each category and each week. The name and address on
this statement are positioned to be at the location of a transparent
mailing envelope window, if the church wishes to use such for statement
mailings. A standard note can optionally be entered (a Names Directory
parameter), to be printed on the bottom of each statement.
6) Direct Display/Editing of the CONTRIB file. This allows the
operator to directly view and/or edit individual contribution records,
enabling quick checking of what is directly recorded in the CONTRIB
file. The operator can look at one, or a group of envelopes. Any
editing that is performed is done outside of the weekly totaling system
in Process 2 (the CONTRIB file totals will become different from the
totals from Process 2).
7) Enter PLEDGED amounts - a single pledged amount may be entered for
selected CONTRIB record (envelope number) for the year. This figure may
optionally be printed on the member statement, and is used in CONTRIB
summary reports.
Page 4-2
Section 4:1 CFINANCE, MCONTRIB
8) Contributions Special Funds and Analysis - gives statistical reports
of contributions. Reports can be made for all members, or from a
variety of selected members, such as a certain top percentage of givers.
9) CONTRIB Set Up -
1) Start a new CONTRIBX file - This is done during initial start-
up only. The end-of year (12th month) automatically clears the
CONTRIBX file on its own.
2) Edit the Names Directory parameters - see paragraph 3, below.
3) Assign Special Fund Names - see paragraph 3, below.
B. Special Fund processing
Churches like to set up accounts for special projects, such as buying an
organ, or maybe a special Christmas offering for needy people. The
church may be asking its members to participate in the giving in a
particular way, different from normal giving. MCONTRIB allows
identification of such funds, then entry of amounts from the 4th
offering category to any of a number of funds you may have active. The
operator enters the fund names into the Names Directory, then prints out
the single-character code and associated name for each of these funds.
During contributions entry, and when an envelope has an amount specified
to a Special Fund, just enter the single-character code for that fund
right next to the 4th offering category amount. The program will record
this amount in the Special Funds section of the CDIRFILE, along with the
envelope number and date of giving. Later, totals can be asked for of
any or all Special Funds. There is one limitation to this system - you
can enter only one Special Fund amount for a single envelope in a week.
This probably will be good for most giving, but if you have envelopes
who assign their giving to more than one Fund, you have to do some
manual work to keep the amounts straight. Keep a sheet of paper next to
you during contributions entry, then whenever an envelope indicates
contributions for more than one Fund, record each Fund amount on paper.
Total them and enter this total into offering category 4 under Fund =
"-". This is always a valid Fund code. When you are done with entering
the regular giving, go into the Special Fund editing process and
manually enter the individual amounts of such envelopes into each Fund.
This will allow the totals for the Special Funds to be accurate. One
other program weak area is - if you change an amount when reviewing
envelopes at the end of a page, a Special Fund amount will not get
changed in the Special Fund file. You need to manually change the
amount there if ever they become different than the amount originally
entered.
After weekly entry of contributions amounts, and after any Special Fund
changes have been made to specific envelope numbers, the operator
performs the "Contributions Special Funds Processing" process, selecting
sub-process "8) Compute Special Fund Totals". This process is required
to update the totals for each Special Fund in the CDIRFILE. Then you
can select process "9) Display Special Fund amounts," which shows you
these totals plus (optionally) all contributors this period. The next
month/quarter update process totals all new Special Fund entries for the
period and adds the amount to any previous total, giving a new Grand
Total. The current period total is reset to 0.00. The last end-of-month
processing for the year brings each Special Fund Grand Total over to the
next year. You can add, edit, and delete any Special Fund and any
contribution to a Special Fund at any time.
Page 4-3
Section 4:1 CFINANCE, MCONTRIB
C. Names Directory parameters -
Grace Church Your church's name
Data files disk: B The disk drive for your CONTRIB data file.
Days of the month: (1984) The assigned dates of the Sundays in the
current month/quarter.
Contrib.Statements period:Qu You can enter "Month" or "Quarter" here.
Number of OFF.envelopes: 200 Enter the number of envelopes you gave out
Print contrib.pages? Yes "Yes" tells the program to print the
contribution amounts after each page of 60
or less envelopes.
OFF.statements form? No "Yes" causes the individual statements to
omit the church name and other header words.
The church can order special letter-head for
printing its statements on.
Pledging notice? Yes "Yes" causes the pledged amount to be
printed on the individual statements.
Offering categories: (names of the offering categories of your church)
Enable Special Funds? Yes Turns on the ability to record a Special
Fund for any amount in the 4th category
Pledged category: 2 The recorded pledged amount is to be
compared against the 2nd category. If left
blank, pledged is against the totals.
Seasonal adjustment values -
Enter a percentage figure for each month of the year, indicating
distribution weight the months have. All "87" means you expect an
equal amount of offerings for each of the 12 months of the year, which
is highly unlikely. The statistical report uses these numbers to
figure how much is normal to have received up to any particular month.
[CO] G R A C E C H U R C H
Contribution Record
////
Irvin and Evelyn Andersen DATE 03/29/84
12514 Fordham Court Envelope Number 11
Apple Valley, MN 55124
////
Local Missions Building Designated Total
3/2 $ 20.00 $ 10.00 $ 0.00 $ 5.00 D $ 55.00
3/16 $ 20.00 $ 30.00 $ 0.00 $ 0.00 $ 60.00
3/23 $ 0.00 $ 0.00 $ 0.00 $ 15.00 B $ 15.00
Monthly Total $ 40.00 $ 40.00 $ 0.00 $ 20.00 $ 130.00
Year-to-date $ 120.00 $ 170.00 $ 80.00 $ 425.00 $ 425.00
/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\
========================================================================
[CS] Grace Church Contributions Analysis August 30, 1985
NAME phone pledged given expected amount
to-date to-date behind
Wilson, George and Mary 866-5432 2100.00 1200.00 1400.00 200.00
Williams, Rod 876-2468 3000.00 2000.00 2000.00 0.00
Young, Jane 344-2095 600.00 600.00 400.00 -200.00
-----------------------------------------------------------------------
Page 4-4
Section 4:1 CFINANCE, MCONTRIB
TOTALS 72600.00 42239.50 48400.00 5160.50
4:2 CFBUDGET - Church Budget Manager (Accounts Payable)
This program section receives financial expenditures, then tracks their
values and totals in relation to budgeted and received amounts. The
program uses the file ACCOUNTS, which will contain account department
names and totals. Under the totals are specific account expenditures
associated with each of the departments. The expenditures are by month,
so that at the end of each month, the amounts are updated with the year-
to-date totals, then new expenditure amounts can be entered. There can
be up to 9 departments, specified by the user, and each department can
have up to 15 accounts. From the Department Summaries screen, the
operator enters Department budgeted amounts. The screen shows the total
actual Received amounts and Expenditures versus budgeted. The operator
adds new Department names, then goes into the Accounts entry/update
where amounts to be paid can be posted under the Departments. The
Accounts Updating screen shows the current expenditures in the ACCOUNTS
file under a specified department, then allows the operator to change
the amount budgeted, the amount to be paid now, and the amount newly-
owed this month. The screen shows all accounts, and all figures related
to the accounts on the screen at the same time. For example, you can
keep a written sheet of all amounts paid to an account during the month
as you go, then total it at month end. Enter only the total amount into
the computer ACCOUNTS file. As changes are made, the related amounts
are changed. The screen can be printed to save the values shown. At the
end of the year, the accounts are cleared and a new year's file created.
CHURCH BUDGET MANAGER 1-/CFBUDGET/
1) View/edit the church budget /CFBUDGMO/
2) Enter Church Received Amounts, by Department /CFBRECVD/
3) Print checks that have been posted /CFBUDGPC/
4) Post accounts with amounts to be paid /CFBUDGPC/
5) Display payment amounts that were posted on a specified date
6) Start a new month's budget /CFBNEWMO/
7) Start a new year's account
8) Print/Display the history of accounts, year-to-date
9) Set Up
Enter selection :__
The author makes no hesitation to explain that this is not a full
accounting system. The most basic restriction is that there is only an
opportunity to make one payment per account, per month. There are a lot
of standard bills which require no more, but there are other accounts
that you probably will have more than one monthly payment. This program
just does not cover that much, it is made for smaller budgets or for
partial accounting use in conjunction with some operations done
manually. You can make more than one file at a time, with accounts data,
though, to extend the capabilities of CFBUDGET. See the full Manual.
Editing rules:
1. After entering/editing amounts, always return back to the CFBUDGET
menu, in order to have the computer save all the amounts you
entered. The ACCOUNTS file will not be completed with the updating
until you have done this.
2. Do not use commas in entering dollar amounts. For example, $4,234
Page 4-5
Section 4 CFINANCE, CFBUDGET
is wrong; it should be $4234.
A. Description of main CFBUDGET Processes
Process 1: View/edit the church budget - Displays the ACCOUNTS
Department summaries, then allows accessing a specific Department to
see and edit amounts to be paid under specific accounts. The screens
shown in the figures below illustrate how the computer performs
automatic totaling of the right-hand "balance" column and the bottom-
line accounts summaries after any editing of specific amounts. The
"projectd BALANCE ON-HAND" figure will always be your cash on-hand if
you always enter all income and expenditures. The "C" near the end of
the Account names indicates carry this account over to the next month.
Otherwise it will be dropped, allowing room for a new one. You
enter the "C" as well as the mailing address (for check writing) of
the Account when performing "Add a new Account".
Process 2: Enter Church Received Amounts, by Department - Allows
entry and editing of up to 7 received amounts for each Department,
displaying the totals along with any receivables on-hand at the end
of the previous month. This is needed for accurate BALANCE figures.
The screen shows received-amount totals for the year plus any
received amount not used at the end of the previous month.
Process 3: Print checks that have been posted - Causes any Account
records marked to be check posted (C) to have a check printed for the
Account name, in the format specified in the Set-Up parameters.
An address will also be printed, when given. The check is recorded
in the ACCOUNTS file with a "*", with today's date.
Process 4: Post Accounts with amounts to be paid - Amounts are posted
as having been paid (without printing a check) when they have a "P"
as the post character. The "P" becomes a "*", and today's date is
recorded.
Process 5: Display payment amounts that were posted on a specified date
The operator enters a date, such as the current date, then the
computer displays any accounts that had an amount posted on that date.
Process 6: Start a new month's budget - Performs a new-month update
of the ACCOUNTS file. This adds all posted amounts in each account of
the Departments, together with the previous year-to-date amounts, to
create a new year-to-date total amount spent by the Department. The
Receivables are similarly added together to create a new cash-on-hand
value, by Department. All expenditures and Receivables fields are
cleared. The process makes file ACCOUNTX, then at the end allows it
to be renamed to be the regular ACCOUNTS file.
Process 7: Start a new year's account - Clears all amount fields to
zero, including the year-to-date totals. Uses file ACCOUNTZ.DBF.
Process 8: Display the history of accounts, year-to-date - Displays
the ACCOUNTS file in Department order, for the operator to look at,
directly.
Process 9: Set Up - Allows operator-entry of church financial
parameters, such as the check printing format.
Page 4-6
Section 4 CFINANCE, CFBUDGET
B. Screen Displays
Department Summaries screen October 4, 1984
Grace Church Monthly Budget - by Department
year- current current current current projectd
Department to-date month received month month BALANCE
actual budget balance actual projectd ON-HAND
1 Utilities 3333.00 780.00 1083.00 0.00 0.00 1083.00
2 Sunday School 7465.54 400.00 2650.00 45.00 0.00 2605.00
3 Pay Roll 33223.00 4000.00 6544.00 3800.00 2700.00 44.00
4 Office 872.34 1200.00 800.00 940.00 700.55 -840.44
-------- ------- ------- ------- ------- -------
44893.88 6380.00 11077.00 4785.00 3431.55 2892.56
Select [O]wed editing [A]dd a Department [R]eport
[E]dit a Department [D]elete a Department [Q]uit :_E_
Accounts Updating screen October 4, 1984
Grace Church Monthly Budget for: Sunday School Classes
Account paid previous new to be
this yr owed owed paid Balance
A Nursery 600.00 0.00 322.58 400.00 77.42
B Primary - 1 2330.00 100.00 600.00 400.00 P - 300.00
C Primary - 2 1400.00 0.00 320.46 320.46 * 0.00
D Junior High 680.00 0.00 80.00 200.00 -120.00
E Senior High 1800.00 0.00 40.80 20.00 - 20.80
F Adult - 1 328.00 0.00 100.00 60.00 - 40.00
G Adult - 2 200.00 0.00 0.00 0.00 0.00
-------- ------- ------- ------- -------
7338.00 100.00 1463.84 600.00 - 403.38
Select [O]wed editing [A]dd a new Account [R]eport
[P]aid editing [D]elete existing Account [Q]uit :__
When making individual account entries, initially you will "Add a new
Account". This function asks for an Account name and mailing address
(optional), then allows entry of an amount to be paid immediately. When
done Adding, the operator can perform "Owed editing" and "Paid editing".
There is a special posting character next to each "to be paid" figure.
Any of the following may be entered for it -
" " If you are entering tentative figures, just leave the posting
character blank. The program will use it in tentative totals,
only. You can change it later to "P" or "C".
"P" This amount will be posted, no check, the next time you perform
Process 4: "Post Accounts ...". After posting, the posting
character becomes "*P", and is included in the permanent totals.
"C" Post by printing a check. This function is the same as "P",except
that posting is performed by printing a check for the Account.
"*" This Account has previously been marked (P or C), then the
posting process is performed, which permanently records payment
of this account for this period. Note that you cannot edit this
account later (until next month/quarter).
Page 4-7
Section 4:3 CFINANCE, CPROPRTY
4:3 CFINANCE, CPROPRTY - Church Property Manager
This program section receives information about property owned by the
church and prints out various reports about its status and value. The
program uses file CPROPRTY, which contains all the property information.
The operator may add new records, then edit old records of property
data. This is a simple program, which just receives property data and
reports it back, with little processing performed on it.
Grace Church January 12, 1985
DATA DISK = B
CHURCH PROPERTY MANAGER 3-/CPROPRTY/
1) Add/edit church property items /CPRUPDAT/
2) Property full report
3) Property financial summary, by type
4) Property checked out
5) Property due for service
6) Property short reports
6A) by item name
6B) by item type
6C) by "used by"
6D) by location
6E) by "received by"
7) Start a new CPROPRTY file
8) Re-index the CPROPRTY file
9) Change the Names Directory (BDIRFILE)
Enter selection :___
The CPROPRTY program uses the BDIRFILE as its Names Directory. This is
the same file as used for the CFBUDGET program section. It is updated
from process "9) Change the Names Directory (BDIRFILE)". The CPROPRTY
file is created from the CPROPRTX file, when starting new. Process -
"1) Add/edit church property items" enters/edits property records.
Processes "2" - "6" give various property information reports, as
specified in the CPROPRTY main menu.
January 22, 1984 Page 1
Church Property Report, full information
Church Building TYPE: building LOCAT: site USER:
SERVICE: COST: $ - RECVD: 04/01/72 BRAND:
# 1 STATUS VALUE: $ 240000.00 OUT:
computer,Morrow MD5 TYPE: office LOCAT: room C-2 USER: Jane
SERVICE: 870120 COST: $ 2000.00 RECVD:Anderson 04/72 BRAND: Morro
# 4 STATUS: VALUE: $ 1800.00 OUT:
IBM Typewriter TYPE:office equip LOCAT:office USER:Mary
SERVICE: 850101 COST: $ 720.00 RECVD:Mark - 04/01/78 BRAND:IBM
# 2 STATUS: VALUE: $ 600.00 OUT:
Page 4-8
Section 5: CUTILITY
5. CUTILITY
This program set is independent from the other programs of CPROFILE. All
CUTILITY program modules and working files are on one program diskette.
Inside CUTILITY are six independent programs, each having their own
program modules and data files. The only thing that is common to them
is the starting menu. Each program can be started from the main menu or
from entering "DO progname.CMD" (substitute the program name for
"progname"). This further implies that the individual programs can be
separated from each other onto separate disks, if desired. Each program
has its own individual Set Up process, with a specific Names Directory.
The Book Library Manager and Music Library Manager programs operate
exactly like the Cross Reference program. No instructions are given as
to their operation. You just enter Book/Music data under the different
program call-up; the operation of the programs will be exactly the same.
The programs create a different data file set on the data disk, and show
different names to the displays and reports.
C P R O F I L E
by WaterWares
version 1.3 Sept,85
CHURCH UTILITY PROGRAMS
1) Article CROSS_REFERENCE program /CROSSREF/
2) Church Book Library Manager /CLIBRARY/
3) Church Music Library Manager /MUSICLIB/
4) Church Tape Library Manager /CTAPELIB/
5) Church Special Events Manager /CSEVENT /
6) Church Survey Processor /CSURVEY /
Select one of the above operations ("Q" = quit) :
Page 5-1
Section 5: CUTILITY, CROSSREF
5:1. CROSSREF
CROSSREF is a program section which receives and catalogs reference
article abstracts, then allows the operator to recall articles by
subject name. The operator enters an article title (any information
source) and an article reference or publication name and date, followed
by up to four 60-character lines of abstract text about the article. As
many as 8 keywords (subjects) related to this article, are then
identified. The CROSSREF program records the abstract and each
keyword. After some article abstracts have been entered, the user then
can go into the "Recall Selected Subject" section and call out all /
selected articles on any subject he/she has previously identified.
Displays or reports can also be obtained of the CROSSREF data by Author,
Title, and Location. The user's CROSSREF files can be as large as the
disk can hold, up to a maximum of 65,000 article keywords (maybe 10,000
to 20,000 actual article abstracts, depending on the number of keywords
identified).
CROSSREF Main Menu
DATA DISK = B September 23, 1985
C R O S S R E F 1-/CROSSREF/
Makes and Recalls Reference Article Summaries
1) Enter new Reference Articles /REFERNTR/
2) Recall all Articles by a selected SUBJECT /REFSELCT/
3) Display all Articles in SOURCECODE order /REFLIST /
4) Display the CROSSREF Subject INDEX /REFDXLST/
5) Display the Reference Codes-Names /REFCDSPL/
6) Update the Reference Codes-Names /REFCODES/
7) Change/Delete an existing Reference Name /REFCHNGE/
8) SET UP
Enter selection :
A. CROSSREF SET UP
The Set Up process assists in performing the following functions -
1) Build new CROSSREF Article files - clears any existing data files
that might be on the data disk and makes new ones:
REFERNCE.DBF, REFERNCE.NDX; REFINDEX.DBF, REFINDEX.NDX, REFINDKW.NDX
You want to do this after performing the Tutorial to start new files.
2) Re-index existing CROSSREF files - if the Library / Library index
word files get out of sequence, this process will fix them.
3) Names Directory Editing - Allows changing the default data disk
drive letter, as found in the Names Directory file (UDIRFILE).
Page 5-2
Section 5: CUTILITY, CROSSREF
B. CROSSREF Processes
CROSSREF contains the following Processes, as selected from the menu.
1) ENTER NEW REFERENCE ARTICLES
A screen of Title (5 fields), Abstract (4 lines), and Keywords (8
phrases) fields is presented to the user for filling in. All fields
are displayed and filled in together. Pressing ctrl-W terminates
entry mode, causing the writing of one record of information into
file REFERNCE, as just entered. Then one record is written into file
REFINDEX for each Keyword that was identified.
TITLE :How the Largest Church Got that way :
AUTHOR :Paul Yonggi Cho : LOCATION :Room 5, K42 :
SOURCE - pu mmm dd yy page
:CT-Feb 12 84 p154: pu=publication, mmm=month (3 char's)
dd=day, yy=year, page=page number
ABSTRACT :Central Gospel Church in Seoul, Korea (Assemblies of God), :
:has a membership estimated at 350,000. Growing at a rate of :
:10,000 members / month, it is predicted that the membership :
:will top 500,000 within a few years. :
KEYWORDS :evangelism : :Korea :
:international : :Assemblies of God :
:church growth : : :
:cell groups : : :
The following is a description of the REFERNCE file fields -
TITLE - The title (name) of your reference article, whether it is a
magazine article title, a book title, or a group of information
from your own study. The size is 60 characters.
AUTHOR - The person who wrote the article, gave the speech, etc.
LOCATION - An abbreviation for the location where the article is
found or stored.
SOURCE - The Reference/Publication code, plus a particular section
or area of the Reference, such as the starting page number. The 2-
character Ref/Pub. code must have been previously recorded in the
REFERNCE file, using process "6". Also, each reference source
code must be unique from all other reference codes used. Otherwise,
you will not be able to access the second reference. You can make
a source code unique by entering a unique letter at the end of the
page number. Example: CT-Mar 22 85 p241.
The date of the specific Reference/Publication has the following
format -
MMM DD YY MMM = month (3-character abbreviation)
DD = day
YY = year
Each field (MMM,DD,YY) must be in the right character position.
For example - :Jan 22 84:. Omitting the day part causes the year
to be read from the 2 digits after the month; for example, Jan 84
ABSTRACT - four 60-character fields of highlight information
KEYWORD - eight 20-character fields of Subjects or Keywords. These
words are put into the REFINDEX file as the Subject Index.
Page 5-3
Section 5: CUTILITY, CROSSREF
2) RECALL ALL ARTICLES BY A SELECTED SUBJECT.
This selection causes the process to display/print article information
associated with a selected subject. A query is displayed asking if
you want the text displayed with the reference. Entering "Y" enables
the process to display the article abstract along with the TITLE
information. Then the following query is displayed -
"Enter a search subject :
The operator enters "evangelism" (as an example).
Here the user identifies a subject name (Keyword) that has been used
in articles previously entered. The display screen then displays
references for all articles containing the specified subject. Entering
an ampersand (&) at the end of a subject causes the process to display
another query for a second search subject. Only articles with both
subjects would then be displayed.
CROSSREF Subject Search
Do you want the text displayed with the reference? :y
Enter a search subject :freedom
Subject is "freedom" September 22,1984
freedom of religion CT-May 1884, p231
The Separation of Church and State (Editorial)
The First Amendment says two things about the exercise
of religion. Let's not put them in conflict.
The "free exercise" clause has run into conflict
with its establishment clause.
3) Article Reports
Selecting this process enables any of the following displays/reports -
1. Display all/selected articles in SOURCECODE order.
2. Display all/selected articles by LOCATION
3. Print Article LOCATION report
4. Display all/selected articles by TITLE
5. Print Article TITLE report
6. Display all/selected articles by AUTHOR
7. Print Article AUTHOR report
The complete REFERNCE file is displayed in Reference/Pub code order.
4) DISPLAY THE INDEX OF SUBJECTS
All subjects (keywords) are displayed, with their corresponding
article reference names. This is a display of the REFINDEX file,
using the REFINDKW file index. This display looks similar to an
index in the back of a text book or reference manual, where an index
word is printed, followed by all the places it appears. The user can
use it to see what subject names have already been entered. It is
good to try to match new subjects to old, as this will keep
associations tighter.
5) DISPLAY THE REFERENCE CODES - NAMES
The two-character reference codes and their corresponding Reference or
Publication Names are displayed in alphabetical order. For example,
Christianity Today is assigned the code "CT". (All references are
assigned a 2-character code to be referenced by.)
Page 5-4
Section 5: CUTILITY, CROSSREF
6. UPDATE THE REFERENCE CODES - NAMES
The operator is asked for new Reference codes and corresponding names.
These are then allowed to be used in Article abstract TITLE
information. The code is to be a 2-character code, unique from
previously-entered codes. Caps and small letters may be used - they
are different codes to this section of the program. The name that is
to be associated with the code is any name, up to 20 characters.
7) CHANGE/DELETE AN EXISTING REFERENCE NAME
Changes the abstract information and article keywords to a previously-
entered article abstract. The screen shows the entry just as you
originally made it, then allows you to type over the text, changing it
as you like. Then it stores it away with the new text and keywords as
you just entered, in place of the old entry.
8. Build a new Empty File
Build new reference article and article index files that have no
entries in them. User can use a freshly-formatted diskette. The DATA
Disk must be set tp the disk unit you desire for your data. This might
be desired for starting a new year, or a new set of subjects.
9. Re-build the current file indexes
Re-indexes the REFERNCE and REFINDEX data files. This process does NOT
check to see that the keywords in REFERNCE file are all in REFINDEX.
5:2. CLIBRARY Church Book Library - operates just like CROSSREF.
This process operates exactly like CROSSREF, only it uses a different
set of data files and it has different titles in its displays and
reports. The data files are:
CLIBRARY.DBF, CLIBRARY.NDX; CLIBINDX.DBF, CLIBINDX.NDX, CLIBINKW.NDX
The library location becomes an important field for Church library use.
5:3. MUSICLIB Church Music Library - operates just like CROSSREF.
This process operates exactly like CROSSREF, only it uses a different
set of data files and it has different titles in its displays and
reports. The data files are:
MUSICLIB.DBF, MUSICLIB.NDX; MUSINDEX.DBF, MUSINDEX.NDX, MUSINDKW.NDX
Page 5-5
Section 5: CUTILITY, CTAPELIB
5:4 CUTILITY, CTAPELIB
CTAPELIB records information about recorded messages in a file called
TLABELS. The program records this information, then allows the operator
to request one or more cassette-formatted labels to be printed of a
specific message. The operator can also request a print-out of all
message records in the TLABEL file, in reverse-date order.
CTAPELIB main menu
DATA DISK = B August 8, 1984
TAPE LABELS Program 4-/CTAPELIB/
1. Enter new labels
2. Print labels
3. Edit an existing label
4. Print a report of all existing labels, by date
5. Create a new, empty TLABELS file
6. Set Up
Enter selection: __
A. TLABELS file structure
TITLE (40,40) This is two lines of 40 characters each
TEXT (40) Scripture text for the Sermon
SPEAKER (30) Preacher's name
SERIES (5) A code for a group of messages
DATE (10) Date of the message: MM/DD/YY,T
This means 2-digit number for month, plus /
then 2-digit number for day, plus /
then 2-digit number for year, plus ,
then an "M" for morning, or "E" for evening
DATESORT (9) Sort index, by reverse-date order. The program fills
this field in automatically from the DATE field.
The operator requests the program to retrieve a TLABELS record by the
DATE field. The operator enters the date as originally entered. The
program looks it up, then displays or prints the information that was
asked for.
2. CTAPELIB Processes
Process 1: Enter new labels
This process will give the operator a screen showing the fields of the
TLABELS record. The operator can fill in the label fields with new
message information. If the second title field is used, it should not
begin in the middle of a word. The date is used as the sort key when
printing all label records, sorted in reverse-date order (latest date is
first).
Page 5-6
Section 5: CUTILITY, CTAPELIB
Process 2: Print labels
This process is what the user is primarily after - printing one or more
labels of message titles. The program asks for the following
information:
Enter the date designator of the label you desire.
Date designator format: MM/DD/YY,T (month/day/year,time)
: __/__/__ _
_________________________________________________________
/ \
| Riding the Storm-Tossed Waves |
| Matthew 8: 23-27 08/16/84 M |
| Rev. Henderson |
| |
| ___ ___ |
| / \ / \ |
| : x : : x : |
| \ / \ / |
| --- --- |
| |
| |
| |
| |
|_____________________________________________________________|
Process 3: Edit an existing label
This process lets you enter a label date (all your dates must be
unique), then the computer finds its label and displays its data on the
screen for you to change. Just type over the characters, making the
information different as you need to. When complete, press <ctrl-W> to
complete the change. Enter "Y" to the question "Another? " only if you
have more labels to change; otherwise, just press <RETURN> to this
question, and you are done.
Process 4: Print all existing labels, by date, on the printer
This process gives you a report of all label records you have in the
TLABELS file. It asks only one question, as follows:
Enter a starting label date, or press <retn> for all __
Process 5: Create a new, empty TLABELS file
This process is the first one you want to do after you have learned
program operation well enough from the sample TLABELS file. It creates
a clean TLABELS file that has no label records in it yet. This will
clear any existing TLABELS.DBF file that you may already have on your
data disk. So if you have been working on a TLABELS file that is good,
save it first by either temporarily renaming it to a different file
name, or copy it to a different disk.
Process 6: Set Up
This process allows editing of the Names Directory (UDIRFILE) parameters
as follows -
DATA DISK letter
Tape Labels, LINES PER PAGE
Tape Labels, spacing between labels
Tape Labels, 1st column
Page 5-7
Section 5: CUTILITY, CSEVENT
5:5. CSEVENT - Church Special Event Manager
This program section keeps track of all information related to a
special event you are planning. Information is recorded for event
attenders in a file named MEMBERSE, as carried over from the MEMBERS
file of MPROFILE. Information about Finances, Class Sessions, and
available Equipment is added to this MEMBERSE file. The EDIRFILE keeps
information specifically related to Lodging/Room/Bed assignments,
Transportation assignments, and Session codes. This information is
cross-written into the MEMBERSE file but controlled from the EDIRFILE
editing processes - "3", and "5" from the main CSEVENT menu. A third
file, SESSFILE, can be created to contain records of individuals in
each Session. Full-screen displays are quickly obtained of current
assignments in each information category. Editing is then performed on
the information shown on the screen, as requested by the operator.
You should note that the CSEVENT program tracks individuals attending
the event, and not couples or families. If you want to record two
people together, you can enter both their names in the FIRST:NAME
field. Then all accomodations and sessions would have to be the same
for both people.
Career Church Fall Retreat July 4, 1985
DATA DISK = B
CHURCH SPECIAL EVENT MANAGER 3-/CSEVENTS/
1) Event Attender Names /CSEUPDAT/
2) Financial /CSEFINAN/
3) Lodgings /CSELODGE/
4) Sessions /CSESSION/
5) Transportation /CSETRANS/
6) Equipment /CSEQUIPT/
7) Reports /CSEREPTS/
8) Set Up /CSESETUP/
Enter selection :
2. CSEVENT Start-up
Process "8" of the CSEVENT main menu sets up the proper files for
starting a new Event. The operator first edits a copy of the MEMBERS
file from MPROFILE, marking all person's names that will attend the
Event as "Special" from the MPROFILE Update process. The MEMBERS file
and index are then to be copied to a new disk, which is inserted into
the disk drive designated as the "data disk". Then, with the program and
data disks in their proper drives, the operator is ready to start
building the MEMBERSE and EDIRFILE files with Event data.
Perform the following functions in preparation for Event processing -
"1" - Create initial Event Names Directory (EDIRFILE)
"2" - Edit the Special Event basic information in EDIRFILE
"3" - Create initial MEMBERS file from MEMBERST. This copies the
MEMBERST file from the program disk to file MEMBERSE on the data disk.
You now have both the MEMBERS and MEMBERSE files on the data disk.
"4" / "5" / "6" - These processes lead the operator through defining
abbreviations (codes) for Lodging, Session, and Transportation names,
then Adding, Changing and Deleting names and assignments.
"7" Display / Print Special Event Reports
"8" / "9" - Re-index the MEMBERSE or EDIRFILE files
Page 5-8
Section 5: CUTILITY, CSEVENT
3. Editing Event Attender names
The operator enters "1" from the CSEVENT main menu to perform editing on
individual MEMBERSE records. This process begins by reading and
displaying the Lodging and Transportation codes that have been entered
into the Names Directory (EDIRFILE).
Process M - finds any name in MEMBERS that has an "x" in column 9 of
the MEMBSTATUS field, then copies its record over to MEMBERSE.
After this process has copied the member data, it goes to each new
record and requests that the fields unique to the Special Event be
filled in. These fields are -
ROOM - Lodging/Room/Bed assignments
The assignment is to be in a Lodging that has been
previously named in the EDIRFILE, and a Room/Bed that
is not currently assigned to anyone.
SESSIONS - Class or session codes (not edited at this time)
TRANSPOR - Transportation assignments
The assignment is to be a 5-character Transportation
code from codes listed in the EDIRFILE - "TRAN=....."
EQUIPMENT - Event special equipment
This process will read and copy up to 60 names at a time before
beginning the sequence of editing the 4 Event fields for each name.
If there are more, the first 60 are processed, then the MEMBERS file
is scanned more, starting where it left off, until all names have been
copied over to the MEMBERSE file.
Process A - the operator enters new name records into MEMBERSE.
Process C - asks the operator to identify a person in the MEMBERSE
file, then allows editing the non-controlled data values.
Process D - asks the operator to identify a peson in the MEMBERSE
file, then marks that name as DELETED from the file.
4. CSEVENT Financial Management
The Financial aspect of the CSEVENT program involves recording and
tracking the Event fee that is charged to each attender. If you want
to track expenditures, also, use the CFBUDGET program on the CFINANCE
diskette. It will work fine, if you just create a separate disk for
your data from what its normal use might be. The CSEVENT program
accepts three money figures into its data when first recording a name.
AMOUNT - the cost of the event for each individual; may vary from
person to person
PAID1 - an amount a person pays as a first payment; followed by
the date of this payment
PAID2 - an amount a person pays as a later payment; followed by
the date of this second payment
The computer calculates the amount-due from the above figures as -
AMOUNT minus (PAID1 + PAID2)
This amount is not stored in the data - it is calculated at the time of
making any report that needs it. CSEVENT Process 2 is a very simple
process that just displays everyone in one of two categories - all
attenders, with their financial status; attenders who still owe money.
Page 5-9
Section 5: CUTILITY, CSEVENT
5. CSEVENT Lodging Process
The CSEVENT Lodging section displays and allows editing of the Special
Event Lodging assignments. A Lodging is identified by an 8-character
identifier of a particular Building, Room, and Bed, followed by the
person's name that is assigned to it. The form is -
ROOM=LLL RRRR (last name) (first name)
LLL - 3-character identifier of a Building or section of a Building
RRRR - 4-character identifier of a room and bed in this Building.
The operator enters the Lodging process by entering "3" from the CSEVENT
main menu. The program then asks for a specific Lodging to be
identified, showing which lodgings are present. The process
operates on only one Lodging at a time. If you enter the 3-character
Lodging identifier directly after the "3", you will go straight to that
Lodging, bypassing the query.
The following functions perform all necessary operations in editing the
program-controlled Lodging/Room/Bed and name assignments.
ADD A NAME - locates a specified Room/Bed assignment, then adds a
person's name to the record in the EDIRFILE.
CHANGE ROOM/BED CODE - moves a person from one Room/Bed assignment
to another, the second Room/Bed being either new or unassigned. When
your new Room/Bed code is more than 5 characters, the program assumes
you have entered the 3-character Lodging code, followed by the
Room/Bed code, which it then processes.
DELETE A NAME - finds a specified Room/Bed code in the EDIRFILE,
then deletes the name from the record, and from the corresponding
record in the MEMBERSE file. Optionally allows deleting the whole
Room/Bed record in the EDIRFILE for the specified Room/Bed code.
VERIFY ALL ASSIGNMENTS - reviews the names associated with each
assignment, then displays and clears any assignment from the EDIRFILE
that do not match what is in the MEMBERSE file.
PRINT REPORT OF THIS SCREEN - Sends the data displayed on the screen
to the printer.
SCREEN DISPLAY AGAIN - clears the screen and re-displays the
EDIRFILE names and Room/Beds for this Lodging, to include any new
edits.
6. CSEVENT Sessions Process
The CSEVENT program can keep track of as many as 8 session name
assignments per person in the MEMBERSE file. There can be an unlimited
number of different session names to select from. Session identifiers
are 5-character codes, identified in the Names Directory (EDIRFILE).
The operator enters a series of such codes into the SESSIONS field of
MEMBERSE record when processing Event Attender names. The session
codes and corresponding names are to be entered into the EDIRFILE from
the CSEVENT Set Up process before they can be used in the data. The
program uses them to create a secondary file, named SESSFILE, which
identifies each Session of each person in the MEMBERSE file. CSEVENT
process 6 is where the SESSFILE is created. The same process displays
all names assigned to any particular Session. Process 7, Reports,
displays the names of everyone in all Sessions.
Page 5-10
Section 5: CUTILITY, CSEVENT
7. CSEVENT Transportation Process
The CSEVENT Transportation section displays and allows editing of the
Special Event Transportation assignments. A mode of Transportation is
identified by a 5-character code, followed by the person's name that is
assigned to it. The form is -
TRAN=XXXXX (last name) (first name)
XXXXX - 5-character identifier of a Transportation source
The operator enters the Transportation process by entering "5" from the
CSEVENT main menu. The program then asks for a specific Transportation
to be identified, showing which Transportations are present. The
process operates on only one Transportation at a time. If you enter the
5-character Transportation identifier directly after the "5", you will
go straight to that Transportation, bypassing the query.
8. Equipment processing
This is a simple process that just indexes the MEMBERSE file by Equip-
ment name, then displays everyone that has indicated some equipment.
The display is in Equipment name order; that is, the MEMBERSE file is
first indexed by the EQUIPMENT field, then all names with something in
this field are listed. The program will save the index file (MEMEQUIP)
that is created, only until your next Attender Names editing process,
at which time it will erase this index file.
9. CSEVENT Reports
The figure, below, shows what reports are possible from the reports
section of CSEVENT, from selecting Process 7 of the CSEVENT main menu.
Basically, they are for each major category of information.
1) Full-Information Report
2) Two-line Report
1. All Attenders
2. Attenders that owe money
3) Mailing Labels
4) Financial Summary
5) Sessions
6) Lodgings
7) Transportation
Page 5-11
Section 5 CUTILITY, CSURVEY
5:6. CSURVEY - Church Survey Processing
The Church Survey Processing program receives survey data about
individuals from a MEMBERSS file and reports back a summary of survey
results. The MEMBERSS file is derived from the main MEMBERS file from
MPROFILE. Survey information is recorded in file CSURVEY.DBF, which
contains up to 59 questions, each having 1 to 8 possible responses.
Questions may be either True/False, or multiple-choice, with answer
names pre-determined. Such questions may have only certain, set
answers, or may be member opinion-type questions, where the church
desires to know the views or attitudes of the members being surveyed.
CSURVEY processing of the answers involves computing the total number
of members giving any particular answer to each question, then giving
the percentage of this number versus the total number of people
answering the survey.
CSURVEY can process up to 59 questions in one MEMBERSS file. You can
just make more copies of the CSURVEY program/data disks if you have more
questions to process. The program will validate the answers entered,
but only from one set of answer characters for all questions. Each
answer is to be indicated by a single letter or number.
Grace Church
DATA DISK = B January 26, 1985
C S U R V E Y 6-/CSURVEY/
Processes Survey Data and Makes Summary Reports
1) Clear the MEMBERSS file and re-index
2) Enter Survey Questions, Possible answers /CSQUESTS/
3) Print the Survey form /CSQUESTS/
4) Enter Individual Member Answers /CSANSWRS/
5) Display/Print Summary Report
6) Set Up - Names Directory Editing
Enter selection :___
A. CSURVEY Set Up
CSURVEY requires only two parameters from the Names Directory
(inside of CSURVEY.DBF) - the data disk letter, and the church name.
Both of these can be set to what you want from the Set Up process. Set-
Up also involves generating a proper MEMBERSS file to contain the
desired set/group of people in the church. You can create the MEMBERSS
file to be any set of individuals, by performing the "Special
Files/Reports" process of MPROFILE. Or you may just copy the whole
MEMBERS.DBF file to a new file called MEMBERSS.DBF. The new file goes
on your data disk.
Once the MEMBERSS data file has been created, CSURVEY process 1, "Clear
the MEMBERSS file and re-index" is to be performed. This process
first blanks out the answer field, which is called SSSCATTD. This is
the same field used for recording attendance, in the MPROFILE program.
Then the program indexes the file by last and first names, creating the
index file MEMBERSS.NDX. You now may begin to enter survey data.
Page 5-12
Section 5 CUTILITY, CSURVEY
B. Survey Question Entry
Process "2) Enter Survey Questions, Possible Answers" gives the
operator fields to fill in with questions. A total of 59 questions may
be filled in, maximum, and each question must be stated within 70
characters. The program displays one question at a time for the
operator to complete. A question is stated in 1 to 3 lines of 60
characters. The operator enters allowable answers to the question as
a single answer character, followed by what that character represents.
For example "T - True", or "1 - strongly agree". Both the questions
and the answers are printable as the survey form itself, if you find
the survey format acceptable for your purposes.
Grace Church - CSURVEY Questions Entry February 5, 1985
VALID SURVEY ANSWERS: >12345TF<
QUESTION 1. :How long have you been a member? :
: :
: :
VALID ANSWERS:0 - I am not a member
:1 - one year
:2 - three years
:3 - 5 years or more
Select: [N]ext question [B]ack a question [S]ave [Q]uit :___
4. Survey form printing
The program will print a good survey form from the questions and
answers specified in process "2) Enter Survey Questions, Answers". Just
enter: "3" from the main CSURVEY menu, with the printer turned on, and
the survey in file CSURVEY will be printed in the format of Figure
5:6.3. One rule to observe - if you keep ALL answers in any question
to 25 characters or less, then the survey questionaire will make two
columns for that question, rather than skipping a line for each answer.
Also, only non-blank question lines are printed.
Grace Church Effectiveness Survey February 14, 1985
NAME: _______________________________________
1. How long have you been a member?
0 - I am not a member 3 - 3 years
1 - 1 year 4 - 4 years
2 - 2 years 5 - 5 years or more
2. Are you married?
Y - yes N - no
3. How successful is your Small Church in meeting your
spiritual needs?
1 - very successful
2 - moderately successful
3 - not meeting my needs at all
Page 5-13
Section 5 CUTILITY, CSURVEY
C.5 Survey Answer Entry
The operator enters survey answers by selecting CSURVEY process "3" -
"Enter Individual Member Answers". This process sequences
through all records in the MEMBERSS file, giving answer blocks to each
question defined during process "2". The operator can quickly enter
appropriate answer characters onto the screen. Note that numerical
answers are more easily processed, since you can use the numeric keypad
of you key board. Answer entry involves the following steps.
1. Selection of a name.
Upon selection of CSURVEY process "3", the program queries the
operator for a name to process. This query system is just like the
one in the MEMBERS Update process.
2. Answer entry.
After a name has been found to enter survey data to, the program
displays the first 20 survey questions, as entered by the operator
during process "2". The operator enters answer values in the single
character block provided in the left margin of the screen next to
each question. The program validates the answers after the full
screen of values has been entered, but only if validation characters
were specified during process "2".
3. Advancing to more questions and member records.
When the cursor reaches the screen bottom, and all questions have
valid answers, the program displays the following query -
Select: [N]ext screen [B]ack a screen [S]ave this record [Q]uit :
6. Display/Print a Summary Report
To get a report about the answers that were entered, select process -
"5) Display/Print Summary Report". This process operates on the
MEMBERSS file to produce statistics on the answers to each question.
The process has no operator queries. The report is to the screen, with
the operator option of printing the displayed report being available.
Just press ctrl-P before pressing <RETURN> to selecting process "5", to
enable the printer. This will send the screen characters to the
printer as well.
Grace Church - Survey Report February 6, 1985
Names being processed: 112
Names with responses: 84
_______________________________________________________________________
1. 12345 How long have you been a member?
6 8 % I am not a member
6 8 % 1 year
12 16 % 2 years
42 50 % 3 years
18 25 % 4 years
0 0 % (no response)
2. YN Are you married?
58 64 % Yes
41 36 % No
Page 5-14
Glossary
ABSTRACT In CROSSREF, an overview description of an article of
information.
CLOSE (file close) Ending the operation on a file and marking
its new end point to the computer on the disk. Without
CLOSING a file, the last record may not get recorded.
DATA Any computer-recorded text. "Information" is meaningful
data.
DISKETTE A 5 1/4 inch or 8 inch, thin platter inside of a square
envelope that the computer can write files onto, and then
can be removed from the computer.
DISPLAY SCREEN The CRT (TV) screen that shows you program information
and data. It is part of the "terminal".
ENTER To input data into a file or onto the screen, by typing
on the keyboard of the terminal
FIELD One item of data in a record; for example, ADDRESS.
or DATA FIELD There is a specific maximum number of characters allowed
in each FIELD. Some FIELDS actually contan more than one
data item - BIRTHDATE has the year of high school
graduation tacked onto the end.
FILE A set of RECORDS on a common subject; for example, the
MEMBERS file of individual church member data. A file has
a sequence of individual records, each having identically
the same kind of information. A FILE is written into, one
RECORD at a time. After being CLOSED, the FILE is used
to print reports. The file can be COPY'd to another disk
file of another data diskette. dBASE files have their
own unique format, so that they cannot be read outside of
dBASE.
MARKING Entering a character into a data field which designates
some status in the RECORD, such as "present" in
attendance recording.
OPERATOR Person running or performing the CPROFILE programs from
the computer terminal. The church will have operators
trained to perform key-entry and report generation.
OPERATING SYSTEM The computer's most basic mode of operation. The
Operating System is loaded into the computer's main
memory (not on disk) when the computer is started up. On
completion of the load, the computer shows the Operating
System PROMPT, which tells the operator that it is just
waiting for an operator command. He/she can now start to
execute Operating System utilities or RUN PROGRAMS.
PRIMARY FILE In MPROFILE, the MEMBERS file is PRIMARY - all other data
files are derived from it.
Page G-1
Glossary
PROGRAM A set of computer instructions that are stored in a FILE,
then RUN in sequence to perform tasks. DBASE, MPROFILE,
CFINANCE, and CUTILITY are all PROGRAMS.
RECORD The account of information about one person / account /
reference, etc. RECORDS contain many FIELDS of
information. A set of RECORDS about the same thing makes
up a FILE; for example, all MEMBER records together are
in the MEMBERS file.
ROUTINE A section of a program. For example, there are MPROFILE
ROUTINEs that create each secondary file. This is
similar to a module, except a module is specifically on a
separate file.
RUN To start a program. To have the program operate, so that
you can nteract with it and have it respond with screen
displays or reports. If the computer is not RUNning,
anything you enter on the terminal will not even be
detected.
SCREEN-EDIT mode The CPROFILE mode of operation when the operator is
shown field names, with marked-off space that follows,
which contans the name or value for these fields.
Cursor positioning key commands are then in effect until
the operator presses <ctrl-W>. Example:
LAST NAME :___________________:
FIRST NAME :__________________:
SPECIAL FUND In MCONTRIB, a fund available for entering contribution
amounts into that is not a primary contribution category.
SECONDARY FILE In MPROFILE, any file derived from MEMBERS file, which
is primary. Only the primary file is updated - the
secondary files are always re-created, using the
secondary file generation routines.
STRUCTURE, FILE The list of FIELD names, their length (number of
characters), and type - character or numeric.
SYSTEM The combination of all computer hardware components plus
the operational software (DBASE and CPROFILE).
SYSTEM DATE The date you entered when startng up PC/DOS (MS/DOS) or,
for CP/M, when you started dBASE. The computer remembers
this date and enters it into the data at appropriate
times. The SYSTEM DATE is displayed in the upper right
corner of the MPROFILE main menu.
TERMINAL The computer device that has a keyboard and a display
screen that the operator enters data into. Like a
typewriter.
USER The customer, or church who gets the CPROFILE programs.
Sometimes this is the "OPERATOR", but not always.
Page G-2
me, or copy it to a different disk.
Process 6: Set Up
This process allows editing of t