COG (Cleveland, TN)

Preparing for Electronic Voting

Suran Systems, Inc. has developed an electronic voting solution that pulls data directly from your CDM+ database. A few days before arrival Suran will download a copy of your database to the server that will be used on-site for the voting sessions.

Prior to downloading a copy of your data it is important for any ministers who are ineligible to be elected to any board be marked in CDM+ as such. On the COG Minister tab in Individual records there is a checkbox to indicate this status.

Typically, this list will be those individuals who cannot be elected due to non-reporting and ministers who are on staff at the state office. Do not mark an individual who cannot be elected to a specific board due to tenure.

👤 Individual Record

The following fields on Individual Records affect who can vote and who can be a candidate.

Field

Use

Minister

Must be a minister to be eligible

Minister File #

The voting number that is used

Do Not Print

Automatically makes them ineligible for election

Ineligible for Election

When checked the minister is ineligible for election on ALL BOARDS

Rank

Is used to set filters for specific boards

check mark To Do

  • Get a list of ineligble ministers
  • Check the Ineligible for Election box for minister’s that are found to be ineligible for ALL BOARDS
  • Print report for ministers that are found to be ineligible for ALL BOARDS
  • Print report for ministers
  • Make note of minister’s who are not eligible for specific boards and give that to CDM+ the day of voting.

📘 Marking Minister as Ineligible for All Boards

  1. Open up Individual Records

  2. Search for Minister’s equal to Yes

  3. Click on Grid on the left sidebar

    click on grid.jpg
  4. Once the grid opens, click Configure on the bottom left of the window

    Configure.jpg
  5. Choose the fields First Name, Last Name, Minister #, Ineligible for Election

    grid setup.jpg
  6. Save

  7. You will see the list of minister’s. Mark the ones that are ineligible for election as Yes

    Setting Ineligible.jpg
  8. Save

🖨️ Printing Report

  1. Reports > Membership Reports > Listing and Exports > Individual Custom Listing and Exports

  2. Click on Advanced Search

    click Advanced Find.jpg
  3. Click on Configure Advanced Search

  4. Set your search the following way

    1. Minister > Equal to > Yes

    2. Do Not Print > Equal to > No

    3. Ineligible for Election > Equal to > No

  5. Click Ok

  6. Click on Columns on the Left

    Columns on the left.jpg
  7. Add a new set

    Add new column.jpg
  8. Set your listing to show the following fields by double clicking on the far left column to move them to the middle column.

    1. Full Individual Names

    2. Minister File #

    3. Rank

      iScreen Shoter - CDM+ - 260918092701.jpg
  9. Close

  10. Print