Hi my name is Beth Casebolt and I am the webmaster for the UU Institute and I'm going to show you how to sign up and manage a group. If you are a group leader, your portion of this video will be at the end. So if you're a person who has signed up for a UU Institute course in your congregation and your group leader has sent you a code, here's how you access the class. So the first thing you need to do is come to uuinstitute.org and click login/register. If you are not yet registered for the site you need to register for an account. We have a video for that you can check that out. If you're already here you can just log in

and it'll bring you to your account page here, okay, where you can see your trainings and some various other information. If you go up here to my account and come down to join your group and click on that, it brings you to this page where you enter your group code. So when your leader invited you to join a group they should have given you a code. So

you put your code in and you click submit and when you're done you'll get this green box at the top that says welcome, thank you for joining your group and a training. Ignore the link, that's not accurate, but what you can now do, is if you go over here to my trainings, you now bring up your my trainings page and the class that's tied to that class will show up in this list. So you just click on the link and you now can go into the class and that's really all there is to an individual joining a group. But if you're a group leader, keep watching because now I'm going to talk about how you can manage your group. So if you go to the group leader dashboard up here, you now can see, in this particular instance I'm in the helpful board 21, that's the name of the group, there are 90 of 176 registrations available. So when you set up a group you fill out a form. We will ask you how many and that will help us with that. And then it'll show you the trainings, If you click on this link it'll take you directly to the training. And then there's this section down here that shows you all the information. So enrolled users, these are all the people enrolled in the class. You can do a report that shows you their name, their email, this little slider that shows you how many steps, if there's a little logo here that means they've completed the course, and then your group code. You can create a new group code or have a group code tied to it. You can also enroll a new user by putting in their first name last name and email. The problem with this is it will automatically create a new account for them, so if they already have an account on the system under a different email address it's going to add them under the new one and now they're going to have multiple accounts and we cannot combine accounts. So please do not use this method to add anyone to your account without consulting with the staff at the UU Institute first. We occasionally do that when someone's having a great deal of difficulty, because the other thing is, is that it's not going to set their password for them, so they're going to have an account that doesn't have a password and it's going to get really complicated. But you can see your users here, you can send an, if you do the add a user you can re-invite them to the class. So those are some things you can do. Most people use this for the report to see how their people are progressing through the course. So for people who want to set up a group. Let's say you're a religious educator or you are someone who has been working in a small group ministry and you want to start a class for a group of people in your congregation. We can help you with that. There is a group enrollment frequently asked questions page here and we talk about how we support people, and what's the advantages, and how you pay and this will go through. We also have step-by-step instructions for creating a group code, we have information for how to tell your users to access the site, and then we also have instructions you can copy and paste for helping your people get in. So all of this information is here and you can use that, but when you, let's say you want to sign up for a class and we'll take a class here. I'll show you how to set up a class. So let's say we want to do the Journey to Jubilee as a group, so you'll click take this course,

and you'll see here it says individual or group. So you switch it to group, you change the number to the number of seats you want, that will change your charge because it's a per person charge, and you'll do enroll me. So that adds the group leader as a group number and charges. So in the case where a DRE is just setting this up and wants to keep going to see things but doesn't want to take the class, you would not click that box in that case. Where this is pastoral care team and the person setting it up is doing it for the pastoral care team and is also going to take the class, you would check that box. So you create so you, say this is for five people, this is, my church is the name of my group, this is the trainings in the group. We're going to add it to the cart.

View your cart, you're going to view your cart. You'll see here here's my class, I've purchased 5 seats for $75 and I'm going to proceed to checkout. If you have a coupon, you can add the coupon code here. Once the class is approved and in your list you would go to the group leader dashboard and now under your groups would see it in your list here, if you have more than one group. You will have more more groups listed there if there are multiple groups. And you can create and then you can go in here and create your group code. Okay now on rare occasion we have had people who already took the class and now they want to buy it as a group for other people. This happens a lot to DREs. So here's what we do. The system is set up to not allow you to purchase courses if you've already taken a class and that's because we've actually had people accidentally forget they took a class and purchased it a second time. So if you, if it won't let you do that as it says right here. In this case, but this is a problem if you want to purchase a course for your group after testing it. So to get around this we ask you to use this form which is just a standard wufoo form. You put in your name, your email address, phone number, congregation, what you want your group name to be, the course you want to purchase, and the number of seats and the purchase amount. So basically you take the cost of the seats, the number of seats times the cost of the class. And then the name and email of anyone who should be a group leader so, just because more than one person can be a group leader, so if there's two people that are going to be group leaders. And you submit that give us about 48 hours, we'll get that all set up for you. We'll set up the group, we'll get the class purchase set up, and we'll get that all taken care of and you'll be all set and then you can add your people. We'll give you the instructions to send to your people and you want to add your people, we'll even set up your group code for you. So that'll make everything nice and smooth for you. If you have any questions about this please feel free to reach out to us through the support tickets, the contact page or email us at info@uuinstitute.org.