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• This objective of this session is to provide you (as leaders of an ASME Unit) with an in-depth overview of three different resources available from ASME to guide you in leading your unit more effectively
Session Objective
• The following three resources will be covered in this session:– Produce various useful demographic reports for
your unit
– A tutorial on the online financial reporting tool
– A tour of the Volunteer E-Request Tool (VERT)
• In addition, an open forum will be available at the end of this session to address any additional questions and shared experiences
Session Outline
ALF – Resource Management: ASME Financial Reports Manager
Aaron TsangLeader, District B
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• Awareness of the ASME Financial Reports Manager
• Knowledge of how access is achieved• Comfort level for future use of the tool
Session Objectives
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Session Outline
What is the ASME Financial Reports Manager?
What does it do for me?
What do I need to make it work?
How do I get started?
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What is the ASME Financial Reports Manager
• The Financial Reports Manager is a tool which allows Unit Leaders to view reports of their Custodial Accounts online
• Requires special authorization; usually given to Unit Chairs and Treasurers
What is the Purpose• Allows you to see and confirm
traditional “ins” and “outs” of funds, and to compare to budget (if you have submitted one) and previous year’s activity
• Allows you to see effects of investment gains and losses on your account; both are possible
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System Requirements
• Must already have ActiveX controls for the Crystal Reports viewer, or set to allow them to be downloaded and installed
• May require Internet Explorer
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Accessing the ASME Financial Reports Manager
• The Financial Reports Manager can be accessed from the Unit Leadership Resource Center http://volunteer.asme.org/Unit/
• Or, can be accessed directly at http://my.asme.org/financials/GLReports.cfm
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Access from Unit Leadership Resource Center
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Example: Pulling a Custodial Account Statement
Checklist!
Are you the Chair or Treasurer?
Do you have your ASME Membership Number handy?
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Login to Financial Reports Manager
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Choose the Account
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ActiveX Control Messages
• Your system may either prompt you to allow it to download, and then install and run ActiveX controls for Crystal Reports, or if your security settings don’t allow, it may show you a failure message
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The Report Will Load in a Separate Window
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Basics of the Report
• POSITIVE balances show in parenthesis! i.e. ($500) is a POSITIVE balance.
• Shows prior year actuals, plus current year actual, budget and forecast
• Following are some zoomed clips
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Report Zoom 1
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Report Zoom 2
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Program Controls
• Printer Icon: Print Report
• Envelope Icon: Export Report
• Lightning Icon: Refresh Report
• Zoom
• Navigate Multi-pages
• Binoculars: Search for content
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Export Options
• Notice we can export to several file types.
• Choose the file type you want
• Click Browse to enter file name and save
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Summary of Key Points• The ASME Financial Reports Manager is
available to authorized Leaders (Chair & Treasurer) to get reports of Custodial Funds on demand
• Some system requirements may be an obstacle for some users
• It’s easy to access• It will allow you to export the reports to
several different formats for archiving & sharing
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Contact InformationAaron Tsang – [email protected], (416)373-5436
This presentation will be posted on the 2011 LTC Web Site, athttp://www.asmeconferences.org/ltc11/presentations.cfm
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• Awareness of the Volunteer E-request Tool (VERT)
• Knowledge of how access is achieved• Comfort level for future use of the tool
Session Objectives
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Session Outline
What is VERT? What does it do for me?
What do I need to make it work?
How do I get started?
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What is the VERT• VERT stands for Volunteer E-request
Tool• ASME’s tool for submitting, and
tracking status of, volunteers’ requests for assistance from Staff
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Accessing VERT
• VERT can be accessed from:– Unit Leadership Resource Center
http://volunteer.asme.org/Unit/– Accessed directly at
http://vorequest.asme.org/
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Access from Unit Leadership Resource Center
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Example: Submitting an Expense Report in VERT
• First, prepare your expense report as normal, using the Excel form
• You may save as Excel format, or “print” to Acrobat if you like
• You could even fill in by hand and scan to Acrobat
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Example: Submitting an Expense Report in VERT (cont)
• You’ll also need to scan any receipts – combining the report plus the receipts into one
• Now we’ll enter the VERT system and create a request
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Enter VERT Request
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Review and Submit
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Confirmation / Note Number / “Click here to upload a file…”
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Allowable File Types
• Currently, the following file types can be uploaded– .doc and .docx– .xls and .xlsx– .ppt and .pptx– .txt– .jpg– .pdf
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Enter Info / Upload File
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Confirming Email from [email protected]
• Clickable link to track request status
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Summary of Key Points
• VERT is available to enter and track your requests for Staff assistance
• It’s easy to access
• It will allow you to upload files related to your requests
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Contact InformationAaron Tsang – [email protected], (416)373-5436
This presentation will be posted on the 2011 LTC Web Site, athttp://www.asmeconferences.org/ltc11/presentations.cfm
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• Utilizing the Membership Database to fuller potential
• Learning how to use the Pivot Table function in Excel to help organize your data
Session Objectives
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Session Outline
What is Demographics Study?
What does it do for me?
What do I need to make it work?
How do I get started?
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Membership Data• Accessed through Online Roster• 42 columns of data retrieved• Items of interest for data collection
could be: Company name, Join date, membership status, city, zip code, technical interest (1-5), graduation date and technical division
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Access from Unit Leadership Resource Center
Accessing the Online Roster
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Accessing the Online Roster
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Accessing the Online Roster
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Accessing the Online Roster
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Accessing the Online Roster
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Membership File
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Create Pivot Table
Drag items from the right into the boxes on the left
This simple pivot table shows you how many members are in which companies
1. Copy your pivot table
2. Paste(special)-values onto another worksheet
3. Clean up your data (for example AECL, Aecl Ltd, AECL-CRL is the same company)
4. Turn on the Autofilter so you can sort your results
This sorted table shows that in the Ontario Section, Ryerson University and University of Toronto has the most members
You can also sort by Technical Interest. This list shows that out of 1337 members, 132 members are interested in Design, while 125 members are interested in Power. This can help with determining technical programs for your section.
If you serve a large geographical area, it is useful to see where the concentration of your members are by city or town. Most of the members in the Ontario Section live in Toronto and Mississauga but there is a fair number of members in Ottawa, which is 4 hours away.
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Summary of Key Points
• Demographics is easy to do
• It’s easy to access the data
• Doing the analysis helps you understand and serve your membership better
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Resource Management
