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         In CMS each  family  can be assigned to a shepherd.  The term
         "Shepherd"  refers  to  a member of the Church who sponsors a
         family and  its  members.   He  or she is looking out for the
         well being of the family members  they  are  shepherding, and
         may  be  the  main  contact  to  that  family.  Shepherds may
         sponsor more than one family.

         To   begin  with  "Shepherd  Processing"  follow  the  steps:

         A. At the Groups Menu, select "Shepherd Processing" by typing
            <S> and then pressing <Enter>.

            The first time you use CMS, no shepherds exist yet.   When
            CMS  doesn't  find  any  shepherds,  you see the following
            message window:

            ====================================
            | There are no shepherds on file.  |
            | Do you want to add one? [y/N     |
            ====================================

         B. Press <Y> to set up your first shepherd.

            If you press <N> the message window will disappear and the
            Groups Menu will be restored.

            If you press <Y> a "Select Member" window will appear.

         C. Use your cursor keys, or type in the first few letters  of
            the members name to select the member that is to become  a
            shepherd.

         D. When you highlighted the name of the selected member press
            <Enter>, and the "Shepherd Processing" screen will appear,
            displaying the new shepherd.

         Notice the options menu at the bottom of the screen.  In  the
         next chapters we will explain these options.







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              5.51   Help with Shepherd Processing
              =============================

              Notice the <?>-Help option on the left side of your
              options menu.

              Press the <?> key now and you will see a "Help" window
              appear.  It explains all the options available to
              process shepherds.  Use the <PgDn> and <PgUp> keys to
              see the next or previous "Help" screen.

              To exit Help press <Esc> and the "Help" window will
              disappear again.


              5.52   Add New Shepherds
              =================

              In these next chapters we will always assume that you
              start off at the "Shepherd Processing" screen, assuming
              you have already added your very first shepherd to the
              CMS system.

              If you select "Shepherd Processing" from the "Main" menu
              and you see this window on your screen:

              ===================================
              | There are no shepherds on file. |
              | Do you want to add one? [y/N    |
              ===================================

              then go back to chapter 5.5 "Shepherd Processing" and
              follow the detailed instructions given there.

              To add shepherds to the shepherd list in CMS:

              A. Press <A> to add a new member now.

              The "Select Member" window will be displayed.

              B. Use your cursor keys, or type in the first few
                 letters of the member's name to select the member
                 that is to become a shepherd.

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              C. When you highlighted the name of the selected member
                 press <Enter>.  The "Shepherd Processing" screen will
                 be restored displaying the new shepherd.

              To find out if a member has already been added use the
              "Find" option described in the next chapter.


              5.53   Find an existing Shepherd
              =========================

              The Find option, listed on the options menu, helps you
              locate specific shepherds by their first or last names
              without scrolling through the entire shepherd list.

              To find a specific shepherd:

              A. Press <F> from the options menu to display the "Find"
                 window.

              =========================================
              | Enter shepherd's first and last name: |
              |    First: [                   ]       |
              |     Last: [                   ]       |
              =========================================

              B. Fill in the last name, or first and last name, and
                 press <Enter>.

              If you don't know the full name, type what you know of
              the person's last name.  For example JOH will find
              JOHNSON and JOHANSON. If you are not sure of the last
              name, or if you fill in only the first few letters of
              the last name, then leave the first name blank. This
              will help CMS to locate a name that might be close to
              the one you are looking for.

              Note: If the "Find" window already contains information,
                    you can clear it by pressing <Ctrl-Y>.

              C. Press <Enter> or <PgDn> to execute the search. CMS
                 will search the member list in alphabetical order
                 from the beginning.

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              If a match is found the "Shepherd Processing" screen
              will be re-positioned so that the shepherd that was
              found will appear at the top of the screen.

              If no match was found use fewer letters for name field
              to search, and then use your (Up> and <Dn> cursor keys
              to scroll the list to see if there is a name in the list
              close by that is the shepherd you were looking for.

              5.54   Reports on Shepherds (R - option)
              =================================

              Here you choose reports or labels generation for all the
              shepherds in CMS.  Reports may be viewed on the screen,
              sent to the printer, or written to a file.

              To generate reports on shepherds:

              Press <R> from the "Shepherds Processing" screen.

              The "Reports Definition Table" will be displayed with
              these options:

              - Shepherd List and
              - Shepherd Mailing Labels,

                   5.541  Shepherd List
                   =============

                   This report generates an alphabetical listing of
                   all shepherds stored in the CMS system. Report
                   output may be viewed on the screen, printed
                   out on the printer, or written to a file.

                   To generate a shepherd listing:

                   A. At the "Reports Definition Table", use you
                      cursor keys to select "Shepherd List".

                   B. Press <Enter> and a "Choices" menu will appear.

                   C. Make your selection and follow the instructions
                      on the screen to generate the report.  See the
                      Appendix, chapter 10.2 "Generate Standard
                      Reports in CMS" for more details.
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                   D. Once the report has been generated you will be
                      returned to the "Reports Definition Table".

                   5.542  Shepherd Mailing Labels
                   =======================

                   When you want to send letters or statements, or if
                   you want to send a mass mailing to all the
                   shepherds in CMS this choice lets you generate the
                   mailing labels. You can preview the labels on the
                   screen, print them on your printer, or write them
                   to a file.

                        5.5421 View All Shepherd Mailing Labels on the
                               Screen:
                        ==============================================

                        To view mailing labels for all shepherds:

                        A. At the shepherds "Reports Definition Table"
                           screen, use your cursor keys to select
                           "Shepherd Mailing Labels".

                        B. Press <Enter> and the standard "Choices"
                           output menu will appear.

                        If you press <Esc> no label will be generated
                        and you will be returned to the "Reports
                        Definition Table" screen.

                        C. Select "View Label", press <Enter>, and
                           follow the instructions on the screen to
                           preview the mailing labels. See the
                           instructions in Appendix 10.3, chapter
                           "Viewing Mailing Label(s) in CMS" for
                           complete details.

                        D. After pressing <Esc> from the "View Report"
                           window you will be returned to the "Reports
                           Definition Table" screen.





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                        5.5422 Print All Shepherd Mailing Labels on
                               the Printer:
                        ==============================================

                        To print mailing labels for all shepherds:

                        A. At the shepherds "Reports Definition Table"
                           screen, use your cursor keys to select
                           "Shepherd Mailing Labels".

                        B. Press <Enter> and the standard "Choices"
                           output menu will appear.

                        If you press <Esc> no label will be generated
                        and you will be returned to the "Reports
                        Definition Table" screen.

                        C. Select "Print Label", press <Enter>, and
                           follow the instructions on the screen to
                           preview the mailing labels.  See the
                           instructions in Appendix 10.4, chapter
                           "Printing Mailing Label(s) in CMS" for
                           complete details.

                        D. Once all labels have been generated you
                           will be returned to the "Reports Definition
                           Table" screen.

                        5.5423 Write All Shepherd Mailing Labels to a
                               File:
                        ========================================

                        To write all mailing labels for Shepherds to a
                        file:

                        A. At the shepherds "Reports Definition Table"
                           screen, use your cursor keys to select
                           "Shepherd Mailing Labels".

                        B. Press <Enter> and the standard "Choices"
                           output menu will appear.

                        If you press <Esc> no label will be generated
                        and you will be returned to the "Reports
                        Definition Table" screen.
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                        C. Select "Write Labels to File", press
                           <Enter>, and follow the instructions on the
                           screen to generate the mailing labels.  See
                           the instructions in Appendix 10.5, chapter
                           "Writing Mailing Label(s) to a File in CMS"
                           for complete details.

                        D. Once all labels have been generated you
                           will be returned to the "Reports Definition
                           Table" screen.


                        5.5424 Generate a Merge File for All Shepherds
                        =======================================

                        To generate a merge file for all shepherds:

                        A. At the shepherds "Reports Definition Table"
                           screen, use your cursor keys to select
                           "Shepherds Mailing Labels".

                        B. Press <Enter> and the standard "Choices"
                           output menu will appear.

                        If you press <Esc> no merge file will be
                        generated and you will be returned to the
                        "Reports Definition Table" screen.

                        C. Follow the instructions on the screen to
                           generate a merge file. See the instructions
                           in Appendix 10.6, chapter "Generate Merge
                           Record(s) in CMS" for complete details.  To
                           find out about the structure of CMS merge
                           records refer to Appendix 10.7, chapter
                           "Merge Record Structure -Technical
                           Information".

                        D. Once all merge records have been generated
                           you will be returned to the "Reports
                           Definition Table" screen.





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         5.5    Shepherd Processing                        Page  5.5.8
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              5.55   Shepherd Specific Choices (Enter - Option)
              ==========================================

              While the options presented in the "Options" menu affect
              the list of shepherds as a whole, it is possible to work
              with individual shepherds choosing the "<Enter>-Choices"
              option from the "Shepherd Processing" screen.

              To begin working with individual shepherds:

              A. Move your cursor to the shepherd you want to work
                 with, or use the "Find" option to locate that
                 shepherd on the "Shepherd Processing" screen.

              B. Press <Enter> and the "Choices" menu will appear.

                   ===========Choices==========
                   | Edit Shepherd             |
                   | Delete Shepherd           |
                   | View Families             |
                   | Print Families            |
                   | Write Families to File    |
                   | Add Families              |
                   | Remove Families           |
                   | Transfer Families         |
                   |                           |
                   =============================

              C. To exit the "Choices" menu again press <Esc>.



                   5.551   Edit a Shepherd's Information
                   =============================

                   Choose "Edit Shepherd" if you want to make changes
                   to the information about a shepherd, or if you made
                   mistakes when you added that shepherd to the
                   shepherd list.

                   A. At the "Shepherd Processing" screen move your
                      cursor to the shepherd who's information you
                      want to change, or use the "Find" option to
                      locate that shepherd on the screen.

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         5.5    Shepherd Processing                        Page  5.5.9
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                   B. Press <Enter> to get to the "Choices" menu.

                   C. Press <E> to select "Edit Shepherd", and press
                      <Enter>.

                      The "Edit <Shepherd name>" screen will appear
                      and the cursor will be positioned at the
                      "Shepherd name:" blank.

                   D. Type in the new information where you want it to
                      appear in that blank.

                   E. Press <Enter> when done to move to the next
                      blank "Shepherd phone:"

                   F. Press <PgDn> when you are done with all the
                      changes to this shepherd.

                   You will be returned to the "Shepherd Processing"
                   screen and the changed information will appear
                   there.

                   5.552   Remove a Shepherd's Information
                   ===============================
                   Just as shepherds can be added to the shepherd list
                   they also can be removed.  For example, you
                   discovered after you entered this shepherd, that
                   you created a duplicate entry.

                   To remove a shepherd from a family:

                   A. At the "Shepherd Processing" screen move your
                      cursor to the shepherd you want to remove, or
                      use the "Find" option to locate that shepherd on
                      the screen.

                   B. Press <Enter> to get to the "Choices" menu.

                   C. Press <D> to select "Delete Shepherd", and press
                      <Enter>.

                   To prevent you from inadvertently making a mistake
                   and remove the wrong shepherd a window will be
                   displayed (in our example we will again use the
                   name Joe Doe):
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          ============================================================
          |       Deleting this shepherd (Doe, Joe, Mr.)             |
          | will cause all associated members to not have a shepherd.|
          |                        OK? [y/N]                         |
          ============================================================

                   D. Press <Y> to confirm the deletion of this
                      shepherd,

                      or

                      press <N> if you don't want to remove the
                      selected shepherd at this time.

                      If you pressed <N> you will be returned to the
                      "Shepherd Processing" screen and no deletions
                      will have been made.

                   E. If you pressed <Y> to confirm the deletion
                      another window will be displayed (we use Joe Doe
                      again):


        ==============================================================
        | Are you really sure you want to remove this shepherd? [y/N]|
        ==============================================================

                   This is your last chance to change your mind.

                   F. Press <Y> to confirm the deletion of this
                      shepherd and all the members related to this
                      shepherd via their family will now be without an
                      assigned shepherd.

                      or

                      Press <N> if you don't want to remove the
                      selected shepherd at this time.


                   G. You will be returned to the "Shepherds
                      Processing" screen and if you confirmed the
                      removal of that shepherd his or her information
                      will have disappeared from the "Shepherd
                      Processing" screen.
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                   5.553   View a List of a Shepherd's Families
                   ====================================



                   5.554   Print a List of a Shepherd's Families
                   =====================================


                   5.555   Write a List of a Shepherd's Families to a
                           File
                   ===============================================



                   5.556   Assign Families to a Shepherd's Care
                   ====================================

                   When families join your Church you probably want to
                   assign a shepherd to them, as you enter them into
                   CMS.  You can do that, as you add the new families
                   into the CMS system.  Refer to chapter 3. "Family
                   Processing" for more details.

                   However, when you first set up CMS there no
                   shepherds yet assigned.

                   To set up shepherds in CMS for the first time:

                   A. Add all families in "Family Processing".

                   B. Add all members in "Membership Processing".

                   C. Add all shepherds in "Shepherd Processing".

                   Now you are ready to use the "Add Families" choice.

                   To add families:

                   A. At the "Shepherd Processing" screen move your
                      cursor to the shepherd you want to assign
                      families to, or use the "Find" option to locate
                      that shepherd on the screen.

                   B. Press <Enter> to get to the "Choices" menu.
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                   C. Press <A> to select "Add Families", and press
                      <Enter>.

                   If you previously added families in "Family
                   Processing" a list of families in the "Tag Families
                   for Adding" window will appear.

                   D. Use your cursor keys to select a family you want
                      this shepherd to be responsible for, and press
                      the <Space-Bar> to tag it.

                   If you want to add other families to this shepherd
                   select them with the cursor keys, and tag them also
                   by pressing the <Space-Bar>.

                   E. After selecting all the desired families, press
                      <Enter>.

                   The information for this shepherd and all the
                   affected families will now be updated, and you will
                   be returned to the "Shepherd Processing" screen.


                   5.557   Remove Families from a Shepherd's Care
                   ======================================

                   Just as you can assign multiple families to a
                   shepherd you can also remove families from a
                   shepherd's care.  If you want to assign a different
                   shepherd to these families you may want to consider
                   using the transfer option instead. See the chapter
                   5.58 "Transfer Families from One Shepherd to
                   Another" for details.

                   To remove families:

                   A. At the "Shepherd Processing" screen move your
                      cursor to the shepherd whose families you want
                      to remove from his care, or use the "Find"
                      option to locate that shepherd on the screen.

                   B. Press <Enter> to get to the "Choices" menu.

                   C. Press <R> to select "Remove Families", and press
                      <Enter>.
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                   If you previously assigned families in "Add
                   Families" to this shepherd a list of families in
                   the "Tag Families for Removing" window will appear.

                   D. Use your cursor keys to select all families you
                      want to remove from this shepherd's care, and
                      press the <Space-Bar> on each one to tag it.

                   E. After selecting all the desired families, press
                      <Enter>.

                   The information for this shepherd and all the
                   affected families will now be updated, and you will
                   be returned to the "Shepherd Processing" screen.

                   Note: The families you just removed from this
                         shepherd's care should probably be assigned
                         to a new shepherd right away, so you don't
                         loose track of them.

                   5.558   Transfer All Families from One Shepherd to
                           Another
                   ==================================================

                   You may want to transfer all families from one
                   shepherd to another. For example the current
                   shepherd needs relief from his many
                   responsibilities and shepherd member is qualified
                   to replace him or her in the duties of a shepherd
                   for his families.

                   Note: To transfer families to another member of the
                         congregation who is not a shepherd yet
                         requires that you first assign him shepherd
                         status using the <Add> option from the
                         "Shepherd Processing" screen.

                   To transfer all families:

                   A. At the "Shepherd Processing" screen move your
                      cursor to the shepherd whose families you want
                      to remove from his care, or use the "Find"
                      option to locate that shepherd on the screen.

                   B. Press <Enter> to get to the "Choices" menu.
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         5.5    Shepherd Processing                        Page 5.5.14
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                   C. Press <T> to select "Transfer Families", and
                      press <Enter>.

                   A list of shepherds will appear in the "Select
                   Shepherd" window.

                   D. Use your cursor keys to select the shepherd to
                      whom you want to transfer the families, and
                      press <Enter>.

                   The information for the old and new shepherds and
                   all the affected families will now be updated, and
                   you will be returned to the "Shepherd Processing"
                   screen.


                   5.559   Exit the Shepherds Choices Menu
                   ===============================

                   To exit the choices menu, press the <Esc> key, and
                   the choice menu will disappear.



              5.56    Exit Shepherd Processing
              ======================

              Anywhere in the program, press <Esc> until you see the
              "Main Menu".

              IMPORTANT: If you were changing information or adding
                         new information while in "Shepherd
                         Processing", and while still in the editing
                         or adding mode pressed <Esc>, all the changed
                         or added information on that screen will be
                         lost.









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