California Writers ClubMRMS System Documentation — Member Manual.

Page: 1 (of 4)

California Writers Club

Member Record ManagementSystem(MRMS)
Member Manual
Revised: September 8, 2014 12:21 PMRay Malus

Revised: September 8, 2014 12:21 PM

California Writers ClubMRMS System Documentation — Member Manual.

Page: 2 (of 4)

MEMBER’S MANUAL(NOTE: You will see boxes that look like this:
These are not partof the illustration. They were put there to maintain confidentiality.)

Select your Home Branch from the ‘Scope’ list. (If youare a member of more than one Branch, you will need torepeat this for both Branches.) (See ‘Scope’ at the end of thisdocument.)
Clicking on the User Manual Button will download a
copy of this documentation.
Joining the Member Directory will allow you to see information on all the Members who have also joined the Directory. The process is easy:
You will be given a User ID and Password (you maychange these, later.)
Go to the Directory page, and enter the Directory by Logging on with your User ID and Password.
If your Branch’s default Directory setting is‘Hide,’ and you have not yet joined the Directory, you will see a “Not Allowed” screen. No
one is put in the Directory. You must do this!
(NOTE: You need only do this the first time you
use the Directory.)
Click on the button that says, “Edit myRecord.” This will take you to the Member Editscreen.
Otherwise, please skip this, and go to Member Directory on page 3.

Please, carefully review your data, making
changes as needed.
We strongly advise you to change your password.
PLEASE make a note of your UserID and Password!
Your Birth Month and Day will be listed as
2/31. Please enter the correct values
Then, select the “No” option from “HIDE record in Directory” drop-down menu.
When you have done all this, be sure to clickon the “Submit Changes” button. Then, log off,and log back in, again.
Clicking on the “Home” icon will take you backto your home Branch Website.
Clicking on the “CWC” icon will take you toour State Website.
(If you are editing the record for a Branch inwhich you hold a DUAL Membership, most ofthese fields will not be editable. For simplicity,
you should edit through your PRIMARY Branch.)
Revised: September 8, 2014 12:21 PM

California Writers ClubMRMS System Documentation — Member Manual.

Page: 3 (of 4)This is the Change Confirmation Screen.

Email Successfully Sent.

As you can see an email of the change has
been sent. Copies go to you, your Program
Chair, and your designated Systems Administrator.)
At this point, you simply want to click on
the “Log Out” button, and then log on again.
You will then arrive at the Member Search
page.

Member DirectoryThis is the “Member Search” screen.
Note the HELP Button.
To find Members, simply enter part of their name into thebox provided. You can do compound searches, For instructions, click on ‘Explain.’Note that you are now searching records for this Branch
only. (Certain State Officers can view multiple Branches.)
If you wish, you can limit your search to ‘Current’ members (default) or all members.
You may also search by Genre, Status, Birth Month, or Zip
Code. (Officers have a few more options.)
Click on the “Search” button.
You can read the ‘Tips N Tricks’ Newsletter Archive, ortake the Branch Survey
You may also edit your own record or Log Out from thisscreen.

Revised: September 8, 2014 12:21 PM

California Writers ClubMRMS System Documentation — Member Manual.

Page: 4 (of 4)This is the Search Results page. It shows
results 5-at-a-time.
The Member has asked for all all Members (by entering a blank in the Search Box.)
The system has found 57 of them and isdisplaying the first records 16 - 20.
To navigate through results click on the“Next,” “Last,” “First,” or “Previous” buttons.
Several Members have yet not ‘joined’ thedirectory. They show a “Member has chosen
to hide this record” notice.
Addresses have been masked, but they arelinks. Click on them to open the address in
Google Maps in a separate window.
The email address is also masked, butis also a link. If you currently use a (POP)mailer program (NOT web mail) clicking on
this will open a new email message alreadyaddressed to the Member.
If you use web mail, you can copy andpaste it.

SCOPE and PRIMARY Branch.
If you are a ‘Dual’ Member, you should be aware of the concept of ‘Scope.’
When you log on, you should choose the Branch you want to log in to from the ‘Pick List’ at the topof the form. Although you cannot use an already-used User ID WITHIN a given Branch, you (oranother person) may be using this ID in another Branch. Choosing your Branch ensures that it will
be YOUR Account that is accessed. (If not, MRMS might try to verify you against the other person’srecord. (The possibility that that person would have chosen exactly YOUR password is miniscule, sothat would effectively block you from logging in.)Once you log in, your Scope is automatically set to that Branch. All searches (for now) will belimited to members of that Branch. (To search within the other Branch, you must log in to it.)
MRMS has the concept of PRIMARY Branch. This is the Branch into which you pay FULL
Member Dues.
Many parts of your record may only be edited through your PRIMARY Branch.

Please, always Log Out before leaving the Members’ Section.

Revised: September 8, 2014 12:21 PM