COUNTY OFFICE GUIDES
Guides are provided in a Adobe PDF format available to download unless noted.
NEW YEAR RESOURCES
The Texas 4HOnline new year starts on August 15th of every year. Guides have been developed to assist with the transition and keep counties informed and provide tips.
4HONLINE FOR NEW COUNTY STAFF
Resources available to help new county office employees get started using 4HOnline.
- New Staff Checklist
- Request County Manager Account
- Enroll Annually as a Volunteer
- Develop 4HOnline Task List
COUNTY MANAGER ACCOUNTS
There are a two different accounts available for county extension office employees. The guides provided explain what those are and how to create them.
- Employee Profiles
- Employee/County Manager Flowchart
- Request A County Manager Account
- Delete A County Manager Account
- County Manager Accounts
- County Manager Home View
- County Password Expiration
GROUP ENROLLMENT
Group Enrollment is the annual federal report that combines all Texas 4-H youth programming efforts. This reports any qualifying program targeting youth between September 1 and August 31 each year. This type of entry is done by the county office and is for programs conducted with youth groups such as curriculum enrichment programs within schools and special interest groups conducted in an informal educational setting. The guides have information on how to decide what to include and how to enter it in 4HOnline.
- Information and Instructions – Coming October 2024
NAVIGATION
The 4HOnline county login displays a left-side navigation menu for viewing available screens.
SEARCHING
The guides provided will show how to search in different areas of 4HOnline.
COMMUNICATION
Broadcast emails can be sent from various search screens and report areas. The broadcast link in the navigation menu allows managers to view the title and status of broadcast emails that have been sent from the account. Click on any message to view the text of the message, recipient list and other details.
PAYMENTS FOR ENROLLMENT
Credit card and county check payments are accepted in 4HOnline. The county office decides the payment types accepted in their area based on multiple factors. Guides provided in this section are to successfully setup the county for enrollment payments, creating a county check enrollment invoice and tracking enrollment payments.
- Create County Invoice/Bill
- County Payment Instructions To Families
- Setting County Payment Method
- Missing Payments – Overview
- Different Invoice Types In 4HOnline
- Change Declined CC To Check
PAYMENTS – EVENT REGISTRATION
Credit card and county check payments are accepted in 4HOnline. The county office decides the payment types accepted in their area based on multiple factors. Guides provided in this section are to successfully setup the county for event payments, creating a county check event invoice and tracking event payments.
- Create A County Invoice/Bill
- County Payment Instructions To Families
- Setting County Payment Method
- Invoice Types – Family/County
- Missing Payments – Overview
- Change Declined CC To Check
CLUB MANAGER
A club manager can be given access to download a roster for their assigned club. There are seven main areas that need to be checked and adjusted before club manager access is activated. A volunteer without all areas of access will receive errors when logging into the club management screen.
REPORTS
Standard and Custom Reports are the two report types available in 4HOnline.
CUSTOM
The Custom Reports screen allows managers to create reports. Managers may determine the columns that will appear, filter, and sort the data. Custom Reports can be downloaded in PDF and Excel formats, and can be used to send a broadcast email to the members included in the report results. The main area for county offices is the Custom Reports link on the main left-side navigation menu and within the specific events.
- Custom Reports Guide
- Consent Conduct
- Consent Photo
- Last Active Year Enrollment
- Youth Enrollment Requirements Not Met
STANDARD
Standard reports displayed are fully controlled by 4HOnline developers. These reports are in two main categories – ES237(Annual Program Report) and Financial. The ES237 reports are named for a discontinued annual federal report. Most of the reports in this area have now been renamed to Annual Program Report and will still contain that historical way of calculating totals. This is helpful in keeping consistency through the years in 4HOnline. The financial guides are clickable but are mainly for state office usage so no guides are available.
VALIDATION FOR ANIMALS
The guides provided will help with the county functions for reviewing entries, searching and viewing statuses. Only Horse and Dog animals are validated through 4HOnline.
ENROLLMENT TOTALS
PAID MEMBER ENROLLMENT REPORTS
An active member is paid with a family credit card or the county/club check has been received in the 4HOnline Business Office.
GROUP ENROLLMENT REPORT
Group Enrollment is entered by the county office and is the total number of youth reached through local programming efforts.
SUPPORT TO FAMILIES
Guides located here match instructions that the family guides have but from the county office login. These guides are intended for use in assisting families with certain functions in 4HOnline.
FAMILY ACCOUNTS
4HOnline profiles are family-based, which means every family creates a “master” profile with its own login ID and password. A member file is then created within the family profile for each family member involved in Texas 4-H. A family profile may contain both youth and adults. You can assist families within your county using these guides and your county manager account.
- Create A Family Account
- Edit A Family Account
- Reset A Family Account Password
- Duplicate Family Error Troubleshooting
- View A Family Email History
- View A Family Login History
MEMBER ACCOUNTS
A family account may contain both youth and adults members. A member account is created within the family account for each family member involved in Texas 4-H. You can assist families within your county using these guides and your county manager account.
- Add A Member Account
- Archive A Member Account
- Delete An Incomplete Enrollment
- Enrollment Awaiting Review
- Enrollment Status
- Re-enroll A Member
- Edit A Paid Member Account
- Edit An Unpaid Member Account
- Edit Paid Member Birthday
- Edit Paid Member Demographics
- Add Activity To A Member Account
- Add Award To A Member Account
- Add Flags To A Member Account
- Add Profile Notes To A Member Account
- Add Training To A Volunteer
EVENT REGISTRATION
Events can be registered for through paid youth and adults member profiles. You can assist families within your county using these guides and your county manager account.
- Register A Member
- Delete Incomplete Events
- Awaiting Review
- Awaiting Review and Editing
- Event Registration Actual Status
- Event Registration Payment Status
- County Event Setup Information