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University of Wyoming

4HPlus!
History Cards

[pdf version]

Introduction

Creating History Cards

Reviewing Individual History Cards

History Card Reports

Introduction

The History Card feature of 4HPlus! provides a means to view the unit and project summary for 4-H members and leaders.  To take advantage of the feature, you must create a history card for member and leader records.  Leader history cards show units led and other information.  Member history cards include a completion checkbox for each project in which the member is enrolled.  Flagging a project's completion status enables you to later run a project completion report.

Note:  You must flag your members' project completion status before proceeding with re-enrollment.  Once you create a new data set (year), you cannot modify records in the preceding year.

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Creating History Cards

  1. To create a history card from a particular member or leader registration card, click the History button on the right side of the screen.  See Figure 1.

Figure 1.  History Cards

Figure 1.  History Cards

When you enter the history screen, tab through the Year field.  That will create a history card for the current year.

  1. To create history cards for all member records at one time, click the Reports/Utilities menu item from the Members Data screen, and select History Data from the drop-down menu.  From the next drop-down menu, select Create all 20XX History Cards.  See Figure 2.

Figure 2.  Create History Cards

Figure 2.  Create History Cards
  1. This creates all member history cards.
  2. To create Leader history cards, select Leaders from the Goto menu, and select Reports/Utilities from the Leaders data menu bar.  Proceed with steps 2 and 3.

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Reviewing Individual History Cards

  1. Select History from the registration screen as shown in Figure 1.
  2. Select the history year by either tabbing out of the field, select the year from the pull-down menu, or typing in the year (e.g., 2004).
  3. Mark a project completed by clicking the checkbox to the right of the project.

Note:  If most members' projects have been completed, you might find it more efficient to mark all projects complete and manually uncheck the few that have not been completed.

From the Reports/Utilities menu on the Members Data screen, select History Data, then select Mark All Projects  Complete.

  1. Enter notes you wish to make about the 4H'er or volunteer for that year in the History Card memo box.

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History Card Reports

  1. Member Completion Report

    A member completion report can be generated after marking the history cards that will indicate a member is complete.  A member is deemed complete for the 4-H year if they have completed at least one project.

  2. Project Completion Report

    A project completion report is available that will list all projects attempted by an individual and indicate whether that project was completed or not.

  3. Individual History Cards

Ed.  8/31/2004

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Updated 09/14/2006