MSU Extension Organizational Development

NOTE:  It is the responsibility of Event Hosts to ensure registrants attending their state-wide event get added to the Activity and have completed the required Health Form and Consents in 4-H Online.

Important: Health Forms should always be reviewed by Event Hosts to ensure they are complete.

The Event Host should always compare the list of registrations to the list of members flagged for their Activity to ensure they match.

Before You Begin

Members need to be enrolled in 4-H Online and in the “Approved” status before you can add them to an activity.

If a member is enrolled but has not yet been approved, Hosts will need to contact County Staff to get the enrollment approved.

Adding Members to a State-wide Activity

1.     Go to the Members or Participation search tab in the navigation pane.

2.     Be sure to clear filters from previous searches.

3.     Enter the member’s name and click on Search.

4.     Click on the member’s name.

NOTE:  This will take you to the member’s record.

5.      Click on Activities in the navigation pane.

6.     Click on the Add Activity tab.

7.     Select the correct Activity from the drop-down list.

8.     Select the date of the Activity or an add date.

9.     Click Save

Repeat steps 1 through 9 for each member who needs tagged in the state-wide Activity.

NOTE:  This process is NOT registering youth for an Event.  It is tagging them in a state-wide activity, so the Event Host can pull ALL consents and health forms for those members who registered for their event.

Pulling Health Forms for State-wide Activities

IMPORTANT NOTE:   Only members who have the Activity added to their profile will be returned in the Health Form results. 

If a member attending a State-wide Event did not get the Activity added to their profile, the Health Form would not pull.

* Event Hosts are responsible for reviewing ALL Health Forms to ensure they have been completed. *

1.     Go to the Participation search tab in the navigation pane.

2.     Be sure to clear filters from previous searches.

3.     Select the State-wide Activity in the Activities Search box & confirm.

4.     Click on Search

5.     Click on the Health Form tab

6.     Select PDF format

7.     Copy your unique password

8.     Click on Download

9.     Open the file that downloaded & Paste the copied password into the password window.

10.  Click on Submit

A PDF file of the county members tagged in the State-wide Activity search will download to be saved.

NOTE:  Files that contain confidential member information should be uploaded to the MSU FILE Depot.  This is a secure method to share health forms.   https://filedepot.msu.edu/

Pulling Consents for State-wide Activities

IMPORTANT NOTE:   Only members added to the Activity will be returned in the Consent report.  

Event Hosts should always compare the list of registrants to the list of members pulled for the Activity.

If a member attending a State-wide Event did not get the state-wide Activity added to their profile, the consent would NOT appear in the report.

* Event Hosts must review the Consent report for any “declined” consents. *

** Make sure you are in the correct Activity to pull consents for.**

1.       Go to the Custom Reports tab in the navigation pane.

2.       Scroll down to the list of reports.

3.       For County Managers:  Click on the Arrow to the left of your county folder to see a list of all reports the 4-H Online Manager has created & shared with staff.  (Example:  Training County folder – see screenshots below)

OR

FOR Event Hosts:  Click on the Arrow to the left of the folder titled Michigan State University or State-Wide Region to see a list of all reports the 4-H Online Manager has created & shared.

4.     Click on the report titled for the State-wide Event-Consents.  (Example:  2023 Exploration Days – State-wide Activity Consents)

5.       Over to the right-hand side, click on Download to Excel tab.

6.       Open the Excel file.

7.      Save the Excel report and review for any “Declined” consents in column “H.”

IMPORTANT NOTE:  Filter on the Enrollment Consent Status (column H) to view those members who have DECLINED any consents.

Each youth member you added to the State-wide Event will have four rows listed (one row for each Enrollment Consent Titled).  You can sort Column “G” for consent type.  (Example:  Youth Media Release)

Adult chaperone forms are completed in Volunteer Central and will not be found in 4-H Online.