Getting Help and Best Practices

CLMS Support and Success Tips

When you need help with CLMS, multiple resources are available. Following best practices will minimize problems and make your CLMS experience smoother.

Where to Get Help

First Line: Fellow Users

• Other Lodge Chairs who use CLMS
• Your lodge Secretary
• Previous DAP Chair who knows the system

Second Line: DAP Leadership

• Your District Chair
• Your State Chair
• State convention training sessions

Third Line: Technical Support

• CLMS help desk (contact info from your state)
• Grand Lodge support for major issues

Before Asking for Help

Prepare information to speed up assistance:

• What were you trying to do?
• What happened instead?
• Any error messages (screenshot if possible)
• What have you already tried?
• Your lodge name and number

Best Practices for CLMS Success

Consistent Habits

• Enter activities promptly—do not let them pile up
• Set a regular time each week for CLMS entry
• Review entries monthly for accuracy

Data Quality

• Be accurate—do not guess or inflate numbers
• Use consistent naming for schools and locations
• Include helpful descriptions for future reference

Preparation

• Collect data during activities, not after
• Keep a simple tracking form for each event
• Train volunteers to report their hours

Security

• Use a strong, unique password
• Do not share login credentials
• Log out when using shared computers

Creating a System That Works

Build CLMS into your routine:

1. Carry a tracking form to every activity
2. Collect information before leaving the event
3. Set calendar reminders for CLMS entry
4. Run monthly reports to verify completeness
5. Address issues promptly—do not let them linger

Training New Users

When training your successor or new volunteers:

• Walk through the system together
• Have them enter a practice activity while you watch
• Share your tracking forms and processes
• Provide your contact info for questions
• Check their early entries for accuracy