For a brand new database, not migrating data from a current desktop application, follow these steps for the initial set up:
1. Set the admin password
The first time you log in, you will be prompted to change the admin password. Enter and confirm the new password. Make note of the change as this is the only user account until you set up additional accounts.
2. Setup club calendars
You will also be prompted to set up your club calendars. For additional details, see the Setup a New Club Year article. The dialog that appears after selecting "Setup new year" is the same as the one for a new set up, with just a few minor exceptions.
3. Make additional calendar changes
Within the Club Module, on the Setup > Calendar page, review the calendar records for each club using the dropdown list of clubs at the top of the page. Tap/click the Edit Session buttonfor a selected date to make changes such as adjusting the quarter or adding a theme or note. You may choose to apply the changes to other clubs that have the same calendar.
4. Update club points
Within the Club Module, on the Setup > Points page, review the default points for each club using the dropdown list of clubs at the top of the page. To make changes, enter the number of points for each item. There are two fields that you may rename for customized use on the Members > Check-in page. The same custom fields are used by all clubs.
5. Add club info
Within the Club Module, on the Info page, tap/click the Edit Club Info buttonthen enter your club and church information as well as contact information for your Local Awana Missionary.
6. Set system settings
Tap/Click on the User Name in the Top Menu Bar and select "System Settings". Review the various options and set them for your club. These settings apply to all users. [There are additional system setting options in the Windows Remote Client App. Most apply to items in the client only, such as reports. Some may also apply to items in the browser app such as inventory reduction settings. If you will be tracking inventory or ledger items, review default settings in the client under the Admin tab.]
7. Setup user accounts
Once you have completed the initial calendar set up, create your user accounts within the DB Users Module. Create a user account for each person (including yourself) that will use the database. Do NOT create generic log-ins such as 'Sparks'. You may create more user accounts than your subscription's max, but the number of users able to log in at one time is limited by your subscription. (Users should change their own passwords once they log in by clicking on the User Name in the Top Menu Bar and selecting "My Account".) To limit access to certain data for a user, update the Permissions accordingly.
8. Add members
On the member list toolbar within the Members Module, tap/click the Add New Member buttonto enter clubbers and leaders. Additional information may be added later on the Members > Personal page. If you have student leaders, add them initially as clubbers, then later use the "Add as a Student Leader" button within the Other Role Info section on the Members > Personal page to add their leader information.
9. Customize Check-in items
On the Members > Check-in page, use the Show Display Options button to open the Check-in Options dialog and select which check-in items to display. If you are using the customizable fields and did not rename them in step 4 above, you can also rename them within the Check-in Options dialog. The display options for the Check-in page are set per user to allow different check-in items for different clubs.
10. Assign handbooks to members
Within the Members Module, select a member from the list, then select the Books tab. Use the Assign Handbook buttonto assign a book to the member. (If the book is not listed in the default list of books, use the Change Handbook List buttonthen choose to display additional items.)