Connected Christians offering the Hope of Jesus Christ in today's World

UMCARES

UMCARES Resource Page:

  • OCAS transitioned to UMCARES on February 26th, 2015.
  • Before you can access UMCARES you will need an invitation which will allow you to register.
  • Email invitations will be sent from notifications@umcares.org. Please add this email address to your accepted emails (i.e. contact list, address book) or keep an eye out in your emails junk folder.
  • District Superintendents: If you have not received an invitation or your invitation has expired please contact your BOM Staff or Conference Candidacy Registrar.
  • Mentors & Candidates: If you have not received an invitation or your invitation has expired please contact your District Superintendent, Conference Candidacy Registrar or BOM.

Conference Candidacy Registrar:

Rev. Mark Farnell, revmwf77@gmail.com

Access UMCARES: www.umcares.org

 

“STEP-BY-STEPS”
frequently asked questions

Basic Questions

How do I update my personal information?

  1. Log in to UMCARES.
  2. Click on your name and role in the gray Main Menu bar at the top of the page.
  3. Select the Edit hyperlink in the teal table header on the Profile page.
  4. When the table opens, update the needed information.
  5. When finished, click Save.

How do I reset or change my password?

  1. Click the Forgot Password hyperlink on the UMCARES login page.
  2. Enter the email address that you use to log in to the system.
  3. Check your email.
  4. Click on the link included in the email.
  5. Enter and confirm the new password.
  6. Log in to UMCARES.

OR

  1. Log in to UMCARES.
  2. Click on your name and role on the gray menu bar at the top of the page.
  3. Go to Profile Sections > Login.
  4. Select Reset Password.
  5. Enter and confirm the new password.
  6. Click Change.

 

Candidate Specific Questions

I’m a candidate. How do I find my track?

  1. Log in to UMCARES.
  2. Select the desired track listed under the Active Tracks side panel on the home page.

OR

  1. Log in to UMCARES.
  2. Go to your user profile.
  3. Go to Profile Sections > Mentors & Tracks.
  4. Click the Open button on the desired track row.

BOM, Conference, and District Specific Questions

How do I search for a user?

Simple Search

Clicking the Search hyperlink on the Main Menu bar opens the Simple Search feature, which allows the user to search by name for a specific person. A user’s search will return and display all matching results. A user might not be able to access all of the returned results due to individual security settings.

Performing a Simple Search:

  1. Click the Search hyperlink on the Main Menu bar.
  2. Enter the person’s name, then click Search.
  3. Review the search results.

Advanced Personal Search

Advanced Search allows the user to search UMCARES using personal information, assigned tracks, or a user’s role in the system. The results can also be filtered by conference, role, or track.

 

Performing an Advanced Search:

  1. Click the Search hyperlink on the Main Menu bar.
  2. Click Advanced.
  3. Select a tab.
  4. Select or enter the search parameters, then click Search.
  5. Review the search results.

Candidate Search

The following instructions are specific to searching for candidates within UMCARES.

Performing a candidate search:

  1. Click Search on the gray Main Menu bar.
  2. Click Advanced.
  3. Select the Role tab.
  4. Select Candidate from the drop-down menu.
  5. Select the conference and district.
  6. Click Search.

 

How do I access my candidate’s task list

  1. Open the candidate’s user profile.
  2. Go to Profile Sections > Mentors & Tracks.
  3. Click the Open button on the desired track row.
  4. The track page will open.

How do I approve my candidate’s application? How do I check off a completed step?

  1. Open the candidate’s user profile.
  2. Go to Profile Sections > Mentors & Tracks.
  3. Click the Open button on the desired track row.
  4. When the Tasks page opens, scroll down to the step for which you are responsible.
  5. Click Save, Submit, or Approve (varies based on step).
  6. Exit the candidate’s track.

OR

  1. Select a step from the Responsible Steps side panel on the home page.
  2. Complete the open step.
  3. Close the track.

How do I create a new user?

Creating a New User (Administrative)

  1. Go to Administration > New User Wizard.
  2. Select the user type you would like to create.
  3. Enter the new user’s name and email address.
  4. Select Access Level > Conference > Main Role.
  5. Select Mentor.
  6. Review the information.
  7. Select an email template.
  8. Select a finishing option.

 

Creating a New User (Candidate)

  1. Go to Administration > New User Wizard.
  2. Select the desired user type to be created, then click Next.
  3. Enter the new user’s name and email address, then click Next.
  4. Choose the user’s location, then click Next.
  5. Select the desired track from the drop-down menu then click Next. (Note: The Candidacy and Psychological Assessment tracks are automatically added to the user. Click the Delete button next to the assigned track to remove it.)
  6. Set a geographic district, then select a mentor and mentor type.
  7. Review the information.
  8. Select an email template.
  9. Select a finishing option.

How do I review, update, and re-invite current mentors?

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.

How do I change a candidate’s mentor?

  1. Use Search or an available distribution list to find the candidate.
  2. Open the candidate’s profile page.
  3. Go to Profile Sections > Mentors & Tracks.
  4. Click Assign Mentor.
  5. Select the desired location, mentor, and mentor type from the Mentor and Type window.
  6. Click Add.
  7. Click Unassign on the previous mentor’s row.

How do I change a user’s district or conference?

Changing a User’s Location – Add Location

  1. Search for the user.
  2. Select the Profile button on the Search Results table.
  3. Go to Profile Sections > Location Information.
  4. Select Add Location.
  5. Select the desired location from the drop-down menu.
  6. Click Add.

Changing a User’s Location: Extend Location
These instructions allow users to add an additional district or conference to a current user (e.g. a district superintendent active in two conferences or districts).

  1. Search for the person.
  2. Select Profile on the Search Results table.
  3. Go to Profile Sections > Location Information.
  4. Click Extend Location.
  5. Select the desired location.
  6. Click Add.

Changing a User’s Location: Request Transfer
These instructions allow you to request a transfer from one conference to another for a candidate who is still in the candidacy process.

  1. Search for the person.
  2. Select the Profile button on the Search Results table.
  3. Go to Profile Sections > Location Information.
  4. Click Request Transfer.
  5. Select the desired location, then click Request.
  6. The BOM Staff or conference appointee in the receiving conference will receive your request and either approve or deny it. Please be in contact with the receiving conference prior to requesting a transfer to avoid any delays.