Mentor Records – Reviewing, Updating, Re-Inviting


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Reviewing/Updating Mentor Records
  1. Log in to UMCARES.
  2. Click the Search button on the main menu bar.
  3. Select Advanced Search > Roles.
  4. When the Roles tab opens, select Mentors from the drop-down menu under Roles.
  5. Select your conference and district.
  6. Click Search, then click the Profile button on the mentor’s row.
  7. Click the Edit button on the user’s profile page to edit needed information.
  8. Click Save, then close.

Continue to Step 9 to re-invite a mentor.

 


 

Re-Inviting Current Mentors
  1. Once updated, click Search on the Main Menu bar to return to your search results and repeat steps 7–8 until the list is complete.
  2. After editing the users’ profiles, close the Search page.
  3. Then, from the home page, go to Administration > User Invitations.
  4. In the List Filter panel, select your Conference, All Accessible Districts, and then select Mentor.
  5. Click Refresh List.
  6. A list of mentors that have not been invited will be generated, select the checkbox next to the name of each mentors you want to invite. (Note: if no checkbox is available, there is no email address found in the user’s profile.)
  7. Click Invite Selected.
  8. When the Invitation Selection window opens, select the appropriate email template from the drop-down menu, then click Continue.
  9. The emails will be sent.

 


 

 


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