> For the complete documentation index, see [llms.txt](https://digitals-private-organization.gitbook.io/rizones45678.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://digitals-private-organization.gitbook.io/rizones45678.org/web-portal-guide/e-governance-and-reporting.md).

# E-Governance & Reporting

CMR, Attendance, OCV/GOV, District Awards, Rotary Network and Reports.

Attendance, monthly reporting, OCV and GOV compliance, District Awards scoring, Rotary Network and downloadable Reports, all in one tab strip.

## Club Monthly Report (CMR)

Submission progress, with one row per month.

> **Screenshot slot:** the CMR page, showing submission progress and the month rows.

### Submit a month's report

{% stepper %}
{% step %}

### Go to E-Governance, then Club Monthly Report

{% endstep %}

{% step %}

### Click the month you want

For example **September 2026**.
{% endstep %}

{% step %}

### Fill in the month

Membership counts and project details.
{% endstep %}

{% step %}

### Submit

The status changes to **Submitted / District** once it reaches your District Admin.
{% endstep %}
{% endstepper %}

A submitted month can still be reopened and edited with the **Edit** button until your district locks it.

## Attendance

> **Screenshot slot:** the Attendance Records list.

### Add an attendance record

{% stepper %}
{% step %}

### Go to E-Governance, then Attendance

{% endstep %}

{% step %}

### Click + Add Attendance

{% endstep %}

{% step %}

### Fill in the event

Event Name **\***, Description **\***, Event Date and Time. Then tick which members were present and add any guests with Name, Designation and Invited by.
{% endstep %}

{% step %}

### Save

{% endstep %}
{% endstepper %}

**Edit or delete:** click the **pencil** on a row to reopen and update attendance, or the **trash** icon to delete the whole record.

{% hint style="info" %}
Honorary members are automatically excluded from the attendance roster.
{% endhint %}

## OCV / GOV (Governor's Official Visit)

Documents are filed by category: Static, Financial, Trust, Grants, Additional, Dues, Live Documents and Newsletters.

> **Screenshot slot:** the OCV/GOV page, showing the document categories.

### Upload a document

{% stepper %}
{% step %}

### Go to E-Governance, then OCV / GOV

{% endstep %}

{% step %}

### Click into the relevant category

For example **Financial Documents**, or **Dues** for district and RI dues payment receipts.
{% endstep %}

{% step %}

### Upload the file

Give it a **Document Name**. Re-uploading replaces the previous version.
{% endstep %}
{% endstepper %}

Click **Generate OCV Report** at the top right to download the compliance report as Word or Excel once you are done.

## District Awards (Citation)

**Auto Points** are calculated by the system. **Manual Points** are self declared.

> **Screenshot slot:** the District Awards page, showing Auto Points and Manual Points.

### Update your score

{% stepper %}
{% step %}

### Go to E-Governance, then District Awards

{% endstep %}

{% step %}

### Refresh Auto Points

They fill in automatically from your club's data. Click **Refresh Auto Points** to recalculate.
{% endstep %}

{% step %}

### Switch to the Manual Points tab

Enter any self declared points your district allows.
{% endstep %}
{% endstepper %}

Scores can be updated any time before your district closes the Rotary year.

## Rotary Network

Two lists: **Terminated Members** and **Potential Members**.

> **Screenshot slot:** the Rotary Network page, showing both tabs.

{% hint style="info" %}
**Terminated Members** is a live, read only feed synced from Rotary.org.
{% endhint %}

### Add a potential member

{% stepper %}
{% step %}

### Go to E-Governance, then Rotary Network, then Potential Members

{% endstep %}

{% step %}

### Click Add

Fill in the prospect's Name, Mobile, Email and any notes.
{% endstep %}

{% step %}

### Save

Edit or delete an entry from its row menu.
{% endstep %}
{% endstepper %}

## Reports

Communication Logs and Section Exports, each downloadable as Excel.

> **Screenshot slot:** the Reports page, showing Communication Logs and Section Exports.

This tab is download only. Pick any report, such as Members, Board of Directors, Attendance or Projects, and click **Excel**.


---

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