4HOnline County Resources

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 CategoryTitleDescriptionMain LinkYoutube Link
VOLUNTEERSVolunteer Screening Update August 2022Watch Informational Video on the Volunteer Screening and 4HOnline Profile Updates for August 2022https://youtu.be/0oH_FLKMkbE
GENERAL RESOURCESYouTube ChannelVideos for certain tasks on 4HOnline are available.https://www.youtube.com/playlist?list=PLRLVK_8UTBvfdbDuqCpDOESmtVoZU6tBL
SHARED REPORTSPhoto ReleaseShared report created to quickly show current year Photo release. Filtering required.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_custom_reports_consent_photo.pdf
SHARED REPORTSLast Active YearShared report created to quickly show last year active. Filtering required.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_custom_reports_consent_last_active_year.pdf
SHARED REPORTSCode Of ConductShared report created to quickly show current year Code of Conduct. Filtering required.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_custom_reports_consent_conduct.pdf
MEMBER PROFILESTraining ManagementInstructions to record an adult training taken in a group setting.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_trainings.pdf
MEMBER PROFILESSearch ProfilesSearch for members, view the member status, check on requirements that are not yet met, view the enrollment information and access family and member profiles.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_search_member.pdf
MEMBER PROFILESProcessing - YouthLearn how a youth profile is processed and what is required for each step.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_flow_chart_youth.pdf
MEMBER PROFILESProcessing - AdultsLearn how am adult profile is processed and what is required for each step.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_flow_chart.pdf
MEMBER PROFILESMember StatusMembers are given a status every step of the signup process.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_enrollment_status.pdf
MEMBER PROFILESMember ChangesOnce a member is approved only the primary county manager can make adjustments to the information. Changes can be made to Clubs, Projects, Volunteer Type, Demographics and Other Questions.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_approved_member_changes.pdfhttps://youtu.be/-2AaW4XwtaI
MEMBER PROFILESGroupsCreate and add a county group list to add to youth member profiles. (Optional feature)https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_groups.pdfhttps://youtu.be/tMLEgIPz5rA
MEMBER PROFILESFlagging MembersMember flags are used to designate certain members in search areas and in custom reports.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_flags.pdfhttps://youtu.be/_cGVnS2_rkw
MEMBER PROFILESEnrollment ReviewThe county review is the only review for youth enrollment and adult applications. The county approval locks in the payment type and information.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_enrollment_review.pdfhttps://youtu.be/kcDxU9ziO3Y
MEMBER PROFILESAwardsCreate and add a county award list to add to youth member profiles. (Optional feature)https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_awards.pdfhttps://youtu.be/BA6P70XHP2o
MEMBER PROFILESArchive MemberMember profiles can be archived by the county office if it’s not been activated in the current 4-H year. This will hide the profile from the family’s view.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_archive.pdfhttps://youtu.be/quE2t8DvbLI
MEMBER PROFILESAdd New MemberAdd a member profile to a family already created.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_add_member.pdfhttps://youtu.be/TaKvN1ljOUE
MEMBER PROFILESActivitiesCreate and add a county activity list to add to youth member profiles. (Optional feature)https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_activities.pdfhttps://youtu.be/sTEeBt1H6vE
MANAGER ACCOUNT AND NAVIGATIONSwitching CountiesManage multiple counties from one account with correct permissions assigned.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_navigation_switching_between_counties.pdfhttps://youtu.be/xujbvF5kQXk
MANAGER ACCOUNT AND NAVIGATIONSearch TrainingsSearch for adult member trainings statuses. Each adult member is required to take 2 required trainings every 2 4-H years.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_search_training.pdfhttps://youtu.be/E2-sv5Qpu-o
MANAGER ACCOUNT AND NAVIGATIONSearch ParticipationSearch for members based on the way they are participating. This includes clubs, roles, status, projects and across 4-H years.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_search_participation.pdfhttps://youtu.be/x4dXQNCkAa8
MANAGER ACCOUNT AND NAVIGATIONSearch MembersSearch for members, view the member status, check on requirements that are not yet met, view the enrollment information and access family and member profiles.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_search_member.pdfhttps://youtu.be/C1-nSWph1Hs
MANAGER ACCOUNT AND NAVIGATIONSearch GlobalSearch for member and family profiles from any manager screen. This is the main area to search for a family profile using an email address.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_navigation_magnifying_global_search.pdfhttps://youtu.be/xujbvF5kQXk
MANAGER ACCOUNT AND NAVIGATIONSearch ApprovedThe member records listed in the approved screen are those enrollments that are paid for the current 4-H program year.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_approved_member_changes.pdfhttps://youtu.be/-2AaW4XwtaI
MANAGER ACCOUNT AND NAVIGATIONReturn To CountyQuick return back to last visited manager screen from a family or member profile.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_navigation_return_to_manager_account.pdfhttps://youtu.be/xujbvF5kQXk
MANAGER ACCOUNT AND NAVIGATIONRecent ProfilesRecent profile visits appear in the manager screens during the same login session. Allows for quick clicks to revisit those areas.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_navigation_recent_profiles.pdfhttps://youtu.be/xujbvF5kQXk
MANAGER ACCOUNT AND NAVIGATIONPasswordsInstructions when a password expires or needs to be reset.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_password_expired.pdf
MANAGER ACCOUNT AND NAVIGATIONNavigation MenuLocated on the left side of the screen when logged in as a county office. It is visible on all manager screens within the system.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_navigation.pdfhttps://youtu.be/yuA5wNrPDZI
MANAGER ACCOUNT AND NAVIGATIONManagersA list of managers who have access to this area.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_managers.pdfhttps://youtu.be/UszqvaasTkw
MANAGER ACCOUNT AND NAVIGATIONHome ScreenThe main purpose is to provide an overview of enrollment and events.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_home.pdfhttps://youtu.be/LWgiGRLZNSM
GENERAL RESOURCESNew Year DatesA schedule of deadlines for various related new year items.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_new_year_dates2223.pdf
GENERAL RESOURCESLegacy Login To 1.0Manager login to the legacy version of 4HConnect. Previous profile required.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_legacy_login.pdf
GENERAL RESOURCESDaily Routine ChecklistThis is a recommended list of tasks to perform at the county level.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_checklist.pdf
GENERAL RESOURCESCounty Updates4HOnline updates from the State 4-H Office. Updated frequently!https://docs.google.com/document/d/e/2PACX-1vSm-fxuOf_nKZ-Ws8J9-bXzdyK1K6h8c_Zp4gMfEBq9lYAFfZqukpBxr7mH6fHp0Rl-LtWSvO5PVSUH/pub
FAMILY MANAGEMENTPassword ResetReset the password for a family from the manager level. The temporary password will be displayed on the screen to share with the family.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_family_profile_password.pdfhttps://youtu.be/msC_tfAQS0Q
FAMILY MANAGEMENTEdit Family ProfileEdit the family’s email, phone number and mailing address. The county can only be changed by the district office.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_family_profile_edit.pdfhttps://youtu.be/msC_tfAQS0Q
FAMILY MANAGEMENTAdd New FamilyAdd a new family profile from the manager level. https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_add_family.pdfhttps://youtu.be/TaKvN1ljOUE
EVENT REGISTRATIONReview EventsReview the event registration to send it back with a note or approve.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_event_review.pdfhttps://youtu.be/QF3jaaTK-Fg
EVENT REGISTRATIONEvent StatusA member signed up in an event and is given a status every step of the registration process.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_event_status.pdfhttps://youtu.be/e7nSst7q0S8
EVENT REGISTRATIONDelete EventDelete an event registration that is not approved or awaiting review.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_event_delete.pdfhttps://youtu.be/FijtSx4SqRQ
EVENT REGISTRATIONCreate EventInformation on event setup and allowable logins.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_events.pdf
EVENT REGISTRATIONAdd EventAdd an event registration to a member’s profile.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_event_registration_manager.pdfhttps://youtu.be/jDWKPcS5dLg
EVENT PAYMENTSPayment StatusOnce an event is approved the registration is given a payment status.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_event_payments.pdfhttps://youtu.be/e7nSst7q0S8
EVENT PAYMENTSInvoice StatusThe status of an event check invoice can be viewed from the bills screen.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_invoice_status.pdf
EVENT PAYMENTSCheck PaymentsCreating an invoice is a 3-step process that can take up to 2 weeks from start to finish. Only county or club 4-H checks will be accepted for payment of a member profile.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_invoice_event.pdfhttps://youtu.be/Ez6fdL2-aJc
EVENT PAYMENTSChanging Payment TypeChange a family’s declined credit card payment to a 4-H check payment.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_family_event_payment_declined_credit_card_changing.pdf
ENROLLMENT TOTALS AND GROUP ENROLLMENTTotals - Project Quickly pull the youth project totals for a program year excluding Group Enrollment numbers.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_enrollment_numbers_projects.pdf
ENROLLMENT TOTALS AND GROUP ENROLLMENTTotals - EnrollmentQuickly pull the youth and adult enrollment numbers for a county.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_enrollment_numbers.pdfhttps://youtu.be/qqsc_ww56TA
ENROLLMENT TOTALS AND GROUP ENROLLMENTGroup Enrollment VideoA video that explains the basic group enrollment entry into 4HOnline.https://youtu.be/VXMfdGk5Ifg
ENROLLMENT TOTALS AND GROUP ENROLLMENTGroup Enrollment InfoGroup Enrollment is the annual federal report that combines all Texas 4-H youth programming efforts.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_group_enrollment_information.pdfhttps://youtu.be/VXMfdGk5Ifg
ENROLLMENT TOTALS AND GROUP ENROLLMENTGroup Enrollment EntryThe 4HOnline instructions for the county entry into the system.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_group_enrollment.pdfhttps://youtu.be/VXMfdGk5Ifg
ENROLLMENT PAYMENTSPayment MethodsSet the type of ENROLLMENT payments they allow in their county from their families. Event payments methods are designated by the event coordinators.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_payments_methods.pdfhttps://youtu.be/ZgY3rHNZMLQ
ENROLLMENT PAYMENTSPayment InstructionsType specific county payment restrictions to families. Payment instructions show up on the invoice screen during the family check-out process.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_payment_instructions.pdfhttps://youtu.be/ZgY3rHNZMLQ
ENROLLMENT PAYMENTSInvoice StatusThe status of an enrollment check invoice can be viewed from the bills screen.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_invoice_status.pdf
ENROLLMENT PAYMENTSCheck PaymentsCreating an invoice is a 3-step process that can take up to 2 weeks from start to finish. Only county or club 4-H checks will be accepted for payment of a member profile.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_invoice_enrollment.pdfhttps://youtu.be/OoWEgX_oz2I
EMPLOYEE PROFILES FOR REGISTERINGRe-EnrollReactivating an employee profile must be done annually.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_employee_profiles_renew.pdf
EMPLOYEE PROFILES FOR REGISTERINGProcessingLearn how the employee profile is processed and what is required for each step.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_employee_flowchart.pdf
EMPLOYEE PROFILES FOR REGISTERINGCreate New ProfileCounty managers can register for events using a family and adult profile. These profiles are called employee profiles.https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_employee_profiles_new.pdf
COMMUNICATION AND REPORTSCustom ReportsCreate custom reports to return certain fields of information.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_custom_reports.pdf
COMMUNICATION AND REPORTSBroadcastOverview of how the broadcast communications to families using the system.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_broadcast.pdf
CLUBS AND CLUB MANAGERSClub Manager AccessClub managers are granted limited access by the county office. Access must be granted every 4-H year when the club manager enrolls.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_club_manager_password.pdfhttps://youtu.be/iYQR-0qZcow
CLUBS AND CLUB MANAGERSClub CertificateThe charter letter (certificate) will be available in PDF format in that club’s chartering documents if the charter application was approved for the current 4-H program year.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_club_certificate.pdfhttps://youtu.be/KnwEy4mWDQ0
CLUBS AND CLUB MANAGERSClub Application StatusThe status of a club charter application will determine whether a club is active on 4HOnline.https://texas4-h.tamu.edu/wp-content/uploads/management_charter_4honline_status.pdf
CLUBS AND CLUB MANAGERSClub Application IssuesInstructions for resubmitting a club charter application that had issues when originally submitted." https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_charter_resubmit.pdfhttps://youtu.be/fxkZHOX5C8w
CLUBS AND CLUB MANAGERSClub ApplicationClubs are approved annually based on an application submitted. Rules and guidelines are updated every Spring.https://texas4-h.tamu.edu/wp-content/uploads/management_charter_information.pdf
ANIMAL VALIDATIONStatus And SearchAnimals are given a status every step of the signup process.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_animal_status_search.pdf
ANIMAL VALIDATIONAnimal ReviewThe county review is the only review for animal validation. The county approval locks in the payment type and information.https://texas4-h.tamu.edu/wp-content/uploads/4honline_manager_guide_county_animal_review.pdfhttps://youtu.be/5B_mP4rz5XI
ANIMAL VALIDATIONAdd AnimalAdd an animal profile to an approved youth profile. https://texas4-h.tamu.edu/wp-content/uploads/4honline_family_guide_animals.pdfhttps://youtu.be/d7TfYAnIGf8
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