https://support.unioncloud.org/UnionCloud/wiki/api.php?action=feedcontributions&feedformat=atom&user=Charlotte+Garratt 2026-05-30T18:45:25Z User contributions MediaWiki 1.28.0 https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Support_Sites&diff=3650 2019-01-04T16:28:25Z

<p>Charlotte Garratt: </p> <hr /> <div>The support and engagement team for UnionCloud is made up of the following:<br /> <br /> '''Christine Ashworth''' - Head of Customer Success<br /> <br /> '''Becky Butler''' - Digital Community Engagement Manager<br /> <br /> '''Ash Kierans''' - Digital Engagement Lead<br /> <br /> '''Charlotte Garratt''' - Digital Support Executive<br /> <br /> '''Amy Russell''' - Digital Support Executive<br /> <br /> '''Jennifer Sidlow''' - Digital Support Executive<br /> <br /> '''Faiza Noreen''' - Digital Marketing Executive<br /> <br /> We have three routes setup for users to obtain the support they need with their site.<br /> <br /> ==Support Wiki==<br /> Hopefully by now you've realised this is the site you are currently on! The support Wiki offers comprehensive information on each module of the UnionCloud site and how they work. We hope that you can solve most of your problems/issue on this site and if you need to recap any modules that you may be rusty in using, you can find the support here.<br /> <br /> We will also post information on the breakdown of what has been included in new releases and patch releases.<br /> <br /> ==Get Satisfaction==<br /> The Get Satisfaction forum is a great place for community support and conversations with other users on UnionCloud. There are four different areas on Get Satisfaction for you to use:<br /> <br /> *'''Questions''' - Ask any questions you have about your UnionCloud site and someone from the community may have the answer. Digital Support staff from UnionCloud also monitor the Get Satisfaction page so you may get an answer from us.<br /> *'''Ideas''' - If it turns out that what you are looking to do on UnionCloud isn't possible or you think that something could be improved the best way to go about this is to post it as a suggestion on the Get Satisfaction forum. From here if your idea gains traction and other members from the community agree we will add it to the development suggestions list. The development priorities of UnionCloud are decided by the UnionCloud Direction and Oversight Board which you can find out more information about this [[http://www.nusconnect.org.uk/shape-our-work/governing-boards/services-direction-and-oversight-boards/union-cloud-direction-and-oversight-board here]].<br /> *'''Praise''' - Let us know which areas of UnionCloud you like the most and what you're finding most useful. Making improvements on the site can be easier when we know which functionality is working best for you.<br /> *'''Announcements''' - Here Digital Support staff will make announcements about upcoming releases, training and any other messages that we think will be relevant to you.<br /> <br /> If you don't have a Get Satisfaction you can register for one on the site. [[https://getsatisfaction.com/unioncloud Click here]] to visit the Get Satisfaction forum.<br /> <br /> ==Zendesk==<br /> If you've exhausted all efforts to find what you are looking for in the Wiki and through user posts on Get Satisfaction the next step is to get in touch with the support team direct. Zendesk allows you to submit tickets requesting help with problems.<br /> <br /> [[https://unioncloud.zendesk.com Click here]] to visit Zendesk. If you already have an account you'll be able to submit tickets, if you don't have an account please contact someone from the Digital Support team to set one up for you.<br /> <br /> When you submit a Zendesk ticket please ensure you fill out the details requested such as 'Severity' and 'Incident Type' to help us quickly understand your issue and prioritize it as necessary. Zendesk operates its support Monday - Friday, 09:00 - 17:00 and we endeavour to respond to your tickets within 3 hours.<br /> <br /> Once we've solved your ticket you'll be asked to fill out a quick survey. If you can spare 2 minutes this is a big help in helping us improve our support service.<br /> <br /> ==Twitter (@UnionCloudNUS)==<br /> If you're looking to stay up to date with our latest news, releases, and updates, you can follow us on Twitter. From here we'll be posting all of our exciting developments along with examples of best practice from the fantastic Students' Unions using UnionCloud.<br /> <br /> You can keep up with these updates on our [https://twitter.com/UnionCloudNUS Twitter page]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3649 2018-12-18T16:22:03Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| 2018<br /> ! scope=&quot;col&quot;| 2019<br /> |-<br /> | [https://mailchi.mp/d24bd06871d0/december18-catch-up-1751753 December 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/0162e53b0cc7/november18-catch-up-1751713 November 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> | N/A<br /> |-<br /> | [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> | N/A<br /> |-<br /> | N/A<br /> | N/A<br /> |-<br /> | N/A<br /> | N/A<br /> |-<br /> | N/A<br /> | N/A<br /> |-<br /> |}<br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3648 2018-12-18T16:14:18Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> * [https://mailchi.mp/d24bd06871d0/december18-catch-up-1751753 December 2018]<br /> * [https://mailchi.mp/0162e53b0cc7/november18-catch-up-1751713 November 2018]<br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> * [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> * [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> * [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> <br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3647 2018-12-18T16:13:46Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Engagement Lead<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/d24bd06871d0/december18-catch-up-1751753 December 2018]<br /> * [https://mailchi.mp/0162e53b0cc7/november18-catch-up-1751713 November 2018]<br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]<br /> <br /> ===Common Error workarounds===<br /> *[[Auto-stripe jQuery debug]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Student_Voice&diff=3646 2018-12-04T09:42:34Z

<p>Charlotte Garratt: </p> <hr /> <div>{{url|/thestudentvoice/new}}<br /> [[File:Student Voice Module - Submit.PNG|thumb|Submitting a new Idea / Petition to the Student Voice Module]]<br /> The Student Voice Module is a simple tool to allow a wider student community to take part in democracy on an easy straightforward level, simply speaking it's split into two areas, '''Ideas''' and '''Petitions'''.&lt;br/&gt;<br /> *Ideas are a submission a user can make, that users can 'Like', 'Dislike', and Comment On. The initial submission is given a title, content, and optionally an image and then submitted.<br /> *Petitions are not too dissimilar, however each submission simply allows a user to 'Sign the Petition' and Comment On. As with ideas, the initial submission is given title, content, and optionally an image before saving.&lt;br/&gt;<br /> As with most areas of UnionCloud there is a large amount of customisation you can do, including restricting which user groups can or can't; Like / Dislike, Sign, Comment, or otherwise interact with the Module, along with a whole host of other options we will cover below.<br /> <br /> ==Setup==<br /> The Setup section consists of four sub-sections for initial setup of your Student Voice Module<br /> ===Configure Ideas &amp; Petitions===<br /> {{url|/administrator/configure_ideas}}<br /> [[File:Configure Ideas &amp; Petitions page.png|thumb|right|Setup - Configure Ideas &amp; Petitions screen for changing the access settings for who can use the Student Voice Module]]<br /> This page allows you to configure the options for permissions to access and use the module, you can also configure the permissions to Petitions and Ideas independently.<br /> ====Configure Ideas====<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Submit Ideas''' - Checking this box restricts Idea submission to the usergroup set in the box below, if unchecked all ''Registered'' users will be able to submit ideas.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to submit ideas, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''View Ideas''' - Checking this box restricts who can View Ideas to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to view ideas.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to view ideas, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Like/Dislike/Comment/Report Abuse Ideas''' - Checking this box restricts who can Like / Dislike / Comment On / Report Abuse to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to complete the listed actions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to complete the listed actions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Idea needs approval''' - Ticking this box means that all submitted ideas need approval by a a user with permissions to manage the Student Voice Module, which you can find info on in the [[Setup#Permissions|Permissions]] section, before they will appear to users on the front end.<br /> <br /> ====Configure Petitions====<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Submit Petition''' - Checking this box restricts Petition Creation to the usergroup set in the box below, if unchecked all ''Registered'' users will be able to create Petitions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to create Petitions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''View Petitions''' - Checking this box restricts who can View Petitions to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to view Petitions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to view Petitions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Like/Dislike/Comment/Report Abuse Petitions''' - Checking this box restricts who can Sign Petitions / Comment On / Report Abuse to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to complete the listed actions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to complete the listed actions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Petition needs approval''' - Ticking this box means that all submitted Petitions need approval by a a user with permissions to manage the Student Voice Module, which you can find info on in the [[Setup#Permissions|Permissions]] section, before they will appear to users on the front end.<br /> <br /> ===Configure Status===<br /> {{url|/administrator/union_student_voice_statuses}}<br /> [[File:Configure Statuses.png|thumb|right|Configure status for Student Voice Module - Ideas/Petitions]]<br /> [[File:Student Voice Module - Front End Filters.PNG|thumb|Showing Status/Categories for Ideas &amp; Petitions on the Front End]]<br /> After approval, ideas and petitions on the Student Voice Module are entered in a category called 'New Ideas &amp; Petitions', for the duration of the time period you've set for a given submission, set on the individual Idea / Petition.<br /> At the end of this time period, an idea or petition can be moved to a number of categories, UnionCloud provides 8 of these;<br /> *Approved<br /> *Failed democratic process<br /> *Maybe one day<br /> *Rejected<br /> *Second democratic process<br /> *Submitted (All new ideas default to this category).<br /> *We are working on it<br /> *We changed it<br /> Three of these categories are required, and therefore switched on by default; Approved, Rejected, and Submitted. The remaining 5 categories, can be switched on or off at a Student Voice Administrators leisure, these can also be renamed to a more suitable alias, usually something more relevant to your specific union. To do this, you simply need to click the Edit button({{Edit}}) in the third column.<br /> <br /> ===Configure Threshold===<br /> [[File:Configure Thresholds.png|thumb|right|Configure Threshold for Student Voice Module, the number of Likes/Signatures an item receives before an email is triggered.]]<br /> {{url|/administrator/configure_threshold}}<br /> From the Configure Threshold Screen, a Student Voice Module Administrator can set the number for two email Triggers<br /> *'Notify Student Voice Management when votes in favour equals:'<br /> When the number of likes/votes equals to this, an email notification is sent to the Student Voice Management notifying that the threshold of the idea/petition is reached and the management can take necessary action.<br /> *'Notify Executive Committee when votes in favour equals:'<br /> When the number of likes/votes equals to this, an email notification is sent to the Executive Committee notifying that the threshold of the idea/petition is reached and the committee can take necessary action.&lt;br/&gt;&lt;br/&gt;<br /> {{note|You Can set the email address' for the 'Executive Committee', and also the 'Student Voice Management' in the [[Setup#Emails|Emails]] tab of the [[Setup|Setup]] section.}}<br /> <br /> ===Student Voice Category===<br /> {{url|/administrator/union_student_voice_categories}}<br /> [[File:Configure Categories.png|thumb|right|Manage Categories screen for the Student Voice Module.]]<br /> The Student Voice Categories screen is for activating categories you wish to allow students to raise ideas / petitions on, it's a useful tool for allowing you to group different ideas / petitions, but also for allowing students to filter the module on the front end, and specifically find content they are interested in engaging with.&lt;br/&gt;<br /> <br /> <br /> As with other areas of the site, the default categories may not perfectly represent the makeup of your union, so if you wish, you can rename them, or 'Give them an alias' as you can with Events Categories, to do this, from the Manage Categories, at the URL pointed out above, click the Edit icon({{Edit}}) next to any of the category names in the right hand column that you wish to change, update the text to something more suitable, then press return, or click save.<br /> <br /> <br /> <br /> <br /> {{note|You need to activate a minimum of one Category for Ideas, and one Category for Petitions before people are able to create each respectively.}}<br /> <br /> ==Manage Ideas and Petitions==<br /> {{url|/administrator/student_voices}}<br /> [[File:List Ideas and Petitions page.png|thumb|right|Ideas and Petitions page, where you can manage ideas &amp; petitions.]]<br /> The page to the right is the Ideas and Petitions page, which lists all current Ideas and Petitions which have been submitted to the Student Voice Module. To view all past Ideas and Petitions click on the Past tab next to Current in the ribbon. For each record you can view {{view}}, edit {{edit}} and delete {{delete}} by clicking on {{cog}}, and the following information is shown in the form;<br /> [[File:Approving &amp; Rejecting Ideas and Permissions.png|thumb|right|Approving and rejecting Ideas and Permissions]]<br /> *Name<br /> *Type - Idea/Petition<br /> *Category<br /> *Submitted by<br /> *Likes/Votes<br /> *Latest activity date - This can be ordered to ascending/descending order by clicking on the header.<br /> *Closed date<br /> *Status - In the example you can see green for Approved and orange for submitted.<br /> <br /> When configuring Ideas and Petitions, if you ticked the checkbox next to Idea/Petition '''needs approval''' then the status of the idea or petition will display Submitted in orange until someone approves or rejects it. To do this click on the {{cog}} and then edit {{edit}}. This will bring up the page to the right, here you can provide an official response in the text box to explain your decision to approve/reject and use the status dropdown menu to select your decision. Don't forget to save!<br /> <br /> ==Manage Comments==<br /> [[File:Manage Comments.png|thumb|right|Manage Comments page.]]<br /> {{url|/administrator/comments}}<br /> The last section under Student Voice on the lefthand dropdown is where you can manage any comments which have been submitted on any Ideas or Petitions on your site. To find this section click on '''Reported Comments''' under Student Voice, this will take you to the '''Manage Comments''' page, which is shown to the right. This page displays a list of all comments which have been reported as abuse or inappropriate by users. It shows who made the comment, the actual content of the comment, its status (whether it is currently displayed on the site or not) and a tickbox to hide/unhide the comment on the front-end. All comments will have the default status of Displayed to students, however, if you think the comment is inappropiate, simply check the tickbox next to the comment to hide and remove it from the front-end of the site, so it will no londer be visible to users (the status of the commment will also update to Not displayed to students). Similarly, if you decide that you have made a mistake and the comment isn't actually inappropiate, then all you need to do is untick the box to allow the comment to be seen again on the front-end.<br /> <br /> ==The Front End==<br /> [[File:Front-End Ideas and Petitions.png|thumb|right|Example Ideas and Petitions page on front-end.]]<br /> {{url|/thestudentvoice}}<br /> To the right is an example of what Ideas and Petitions look like on the front-end of the site. Users will be presented with a list of all Ideas and Petitions, which they can use the search box to search through by keywords and the dropdowns to filter by various requirements, for example filtering the type to Idea will only present the user with a list of ideas. The orange button with a filter icon on can be used to clear all current filters and reset the user's search. <br /> To add a new Idea/Petition simply click on the orange button with reads '''Post New Idea/Petition''' in the top right-hand corner of the page. This will take the user to the submitting an Idea/Petition page, where they will have to input further information regarding their new idea/petition. Ideas can be liked or disliked, to do this click on the '''Click Here to Like/Dislike''' button on the idea. There are also thumbs up and thumbs down icons with numbers underneath so users can see how many people have liked and disliked the idea. Petitions can be signed like a paper petition, to do this simply click on the '''Click Here to Sign the Petition''' button to add your name/signature to the petition.<br /> <br /> [[File:Add a Comment.png|thumb|right|Add a Comment on an Idea/Petition]]<br /> <br /> <br /> To add a comment to an Idea/Petition, firstly click into the Idea/Petition from the main page and you will be presented with the page to the right. All you will need to do is type a comment in the textbox at the bottom and click submit to add your comment to the Idea/Petition. You will also be able to like/dislike the Idea or sign the Petition from inside the Idea/Petition too.<br /> [[File:Report Abuse.png|thumb|left|Reporting Comments]]<br /> Once a comment is added to an Idea/Petition, a red '''Report Abuse''' link will appear under the comment. If a user believes that the comment is abuse or inappropiate then they can click this link to report the comment. This comment will then appear in the '''Manage Comments''' section (see section above) in the back-end of UnionCloud, where an admin/someone who has access to the Student Voice Module will be able to decide if the comment should be removed from the Idea/Petition.<br /> <br /> ==Student Voice Widget==<br /> <br /> The widget will always show '''currently active''' student voice module ideas, ranked by '''total number of votes'''. Because most of the ideas you have in the Student Voice module are set to go live automatically, without approval. The setting for which is here:<br /> <br /> {{url|/administrator/configure_ideas}}<br /> If you don't set an end date for any of them, they will stay live indefinitely, and therefore an idea that has brief popularity will usually stay at the top. What most unions do is have their Student Voice Team / Coordinator / Head of Student Council etc. review the ideas on a daily / weekly basis, and then approve a new idea, and set them to be live for 7 / 30 / 60 / 90 days, or something similar. Which will prevent the same ideas living at the top of the widget.<br /> <br /> Furthermore if you have a Student Voice group mailbox, or a Sabbatical Officer Group mailbox if you set them up as an Email Receiver on this page:<br /> <br /> {{url|/administrator/campaign_emails}}<br /> And tick the box that says which ever type of email address you are adding;<br /> <br /> *Use for student voice management<br /> <br /> *Use for student voice executive committee<br /> <br /> Once you've done that, you can go to the page below, and set the threshold at which these group email boxes get sent a notification about a particular idea. i.e. Once an idea passes 20 likes, inform the Student Voice Coordinator.<br /> <br /> {{url|/administrator/configure_threshold}}</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Student_Voice&diff=3645 2018-12-04T09:29:54Z

<p>Charlotte Garratt: </p> <hr /> <div>{{url|/thestudentvoice/new}}<br /> [[File:Student Voice Module - Submit.PNG|thumb|Submitting a new Idea / Petition to the Student Voice Module]]<br /> The Student Voice Module is a simple tool to allow a wider student community to take part in democracy on an easy straightforward level, simply speaking it's split into two areas, '''Ideas''' and '''Petitions'''.&lt;br/&gt;<br /> *Ideas are a submission a user can make, that users can 'Like', 'Dislike', and Comment On. The initial submission is given a title, content, and optionally an image and then submitted.<br /> *Petitions are not too dissimilar, however each submission simply allows a user to 'Sign the Petition' and Comment On. As with ideas, the initial submission is given title, content, and optionally an image before saving.&lt;br/&gt;<br /> As with most areas of UnionCloud there is a large amount of customisation you can do, including restricting which user groups can or can't; Like / Dislike, Sign, Comment, or otherwise interact with the Module, along with a whole host of other options we will cover below.<br /> <br /> ==Setup==<br /> The Setup section consists of four sub-sections for initial setup of your Student Voice Module<br /> ===Configure Ideas &amp; Petitions===<br /> {{url|/administrator/configure_ideas}}<br /> [[File:Configure Ideas &amp; Petitions page.png|thumb|right|Setup - Configure Ideas &amp; Petitions screen for changing the access settings for who can use the Student Voice Module]]<br /> This page allows you to configure the options for permissions to access and use the module, you can also configure the permissions to Petitions and Ideas independently.<br /> ====Configure Ideas====<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Submit Ideas''' - Checking this box restricts Idea submission to the usergroup set in the box below, if unchecked all ''Registered'' users will be able to submit ideas.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to submit ideas, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''View Ideas''' - Checking this box restricts who can View Ideas to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to view ideas.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to view ideas, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Like/Dislike/Comment/Report Abuse Ideas''' - Checking this box restricts who can Like / Dislike / Comment On / Report Abuse to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to complete the listed actions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to complete the listed actions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Idea needs approval''' - Ticking this box means that all submitted ideas need approval by a a user with permissions to manage the Student Voice Module, which you can find info on in the [[Setup#Permissions|Permissions]] section, before they will appear to users on the front end.<br /> <br /> ====Configure Petitions====<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Submit Petition''' - Checking this box restricts Petition Creation to the usergroup set in the box below, if unchecked all ''Registered'' users will be able to create Petitions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to create Petitions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''View Petitions''' - Checking this box restricts who can View Petitions to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to view Petitions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to view Petitions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Like/Dislike/Comment/Report Abuse Petitions''' - Checking this box restricts who can Sign Petitions / Comment On / Report Abuse to the usergroups set in the box below, if unchecked all ''Registered'' users will be able to complete the listed actions.<br /> ::*&lt;code&gt;[UserGroup Lookup]&lt;/code&gt; '''User Groups''' - Use this box to add the usergroups you want to allow to complete the listed actions, this box will not appear if the checkbox above is unchecked.<br /> *&lt;code&gt;[Checkbox]&lt;/code&gt; '''Petition needs approval''' - Ticking this box means that all submitted Petitions need approval by a a user with permissions to manage the Student Voice Module, which you can find info on in the [[Setup#Permissions|Permissions]] section, before they will appear to users on the front end.<br /> <br /> ===Configure Status===<br /> {{url|/administrator/union_student_voice_statuses}}<br /> [[File:Configure Statuses.png|thumb|right|Configure status for Student Voice Module - Ideas/Petitions]]<br /> [[File:Student Voice Module - Front End Filters.PNG|thumb|Showing Status/Categories for Ideas &amp; Petitions on the Front End]]<br /> After approval, ideas and petitions on the Student Voice Module are entered in a category called 'New Ideas &amp; Petitions', for the duration of the time period you've set for a given submission, set on the individual Idea / Petition.<br /> At the end of this time period, an idea or petition can be moved to a number of categories, UnionCloud provides 8 of these;<br /> *Approved<br /> *Failed democratic process<br /> *Maybe one day<br /> *Rejected<br /> *Second democratic process<br /> *Submitted (All new ideas default to this category).<br /> *We are working on it<br /> *We changed it<br /> Three of these categories are required, and therefore switched on by default; Approved, Rejected, and Submitted. The remaining 5 categories, can be switched on or off at a Student Voice Administrators leisure, these can also be renamed to a more suitable alias, usually something more relevant to your specific union. To do this, you simply need to click the Edit button({{Edit}}) in the third column.<br /> <br /> ===Configure Threshold===<br /> [[File:Configure Thresholds.png|thumb|right|Configure Threshold for Student Voice Module, the number of Likes/Signatures an item receives before an email is triggered.]]<br /> {{url|/administrator/configure_threshold}}<br /> From the Configure Threshold Screen, a Student Voice Module Administrator can set the number for two email Triggers<br /> *'Notify Student Voice Management when votes in favour equals:'<br /> When the number of likes/votes equals to this, an email notification is sent to the Student Voice Management notifying that the threshold of the idea/petition is reached and the management can take necessary action.<br /> *'Notify Executive Committee when votes in favour equals:'<br /> When the number of likes/votes equals to this, an email notification is sent to the Executive Committee notifying that the threshold of the idea/petition is reached and the committee can take necessary action.&lt;br/&gt;&lt;br/&gt;<br /> {{note|You Can set the email address' for the 'Executive Committee', and also the 'Student Voice Management' in the [[Setup#Emails|Emails]] tab of the [[Setup|Setup]] section.}}<br /> <br /> ===Student Voice Category===<br /> {{url|/administrator/union_student_voice_categories}}<br /> [[File:Configure Categories.png|thumb|right|Manage Categories screen for the Student Voice Module.]]<br /> The Student Voice Categories screen is for activating categories you wish to allow students to raise ideas / petitions on, it's a useful tool for allowing you to group different ideas / petitions, but also for allowing students to filter the module on the front end, and specifically find content they are interested in engaging with.&lt;br/&gt;<br /> <br /> <br /> As with other areas of the site, the default categories may not perfectly represent the makeup of your union, so if you wish, you can rename them, or 'Give them an alias' as you can with Events Categories, to do this, from the Manage Categories, at the URL pointed out above, click the Edit icon({{Edit}}) next to any of the category names in the right hand column that you wish to change, update the text to something more suitable, then press return, or click save.<br /> <br /> <br /> <br /> <br /> {{note|You need to activate a minimum of one Category for Ideas, and one Category for Petitions before people are able to create each respectively.}}<br /> <br /> ==Manage Ideas and Petitions==<br /> {{url|/administrator/student_voices}}<br /> [[File:List Ideas and Petitions page.png|thumb|right|Ideas and Petitions page, where you can manage ideas &amp; petitions.]]<br /> The page to the right is the Ideas and Petitions page, which lists all current Ideas and Petitions which have been submitted to the Student Voice Module. To view all past Ideas and Petitions click on the Past tab next to Current in the ribbon. For each record you can view {{view}}, edit {{edit}} and delete {{delete}} by clicking on {{cog}}, and the following information is shown in the form;<br /> [[File:Approving &amp; Rejecting Ideas and Permissions.png|thumb|right|Approving and rejecting Ideas and Permissions]]<br /> *Name<br /> *Type - Idea/Petition<br /> *Category<br /> *Submitted by<br /> *Likes/Votes<br /> *Latest activity date - This can be ordered to ascending/descending order by clicking on the header.<br /> *Closed date<br /> *Status - In the example you can see green for Approved and orange for submitted.<br /> <br /> When configuring Ideas and Petitions, if you ticked the checkbox next to Idea/Petition '''needs approval''' then the status of the idea or petition will display Submitted in orange until someone approves or rejects it. To do this click on the {{cog}} and then edit {{edit}}. This will bring up the page to the right, here you can provide an official response in the text box to explain your decision to approve/reject and use the status dropdown menu to select your decision. Don't forget to save!<br /> <br /> ==Manage Comments==<br /> [[File:Manage Comments.png|thumb|right|Manage Comments page.]]<br /> {{url|/administrator/comments}}<br /> The last section under Student Voice on the lefthand dropdown is where you can manage any comments which have been submitted on any Ideas or Petitions on your site. To find this section click on '''Reported Comments''' under Student Voice, this will take you to the '''Manage Comments''' page, which is shown to the right. This page displays a list of all comments which have been reported as abuse or inappropriate by users. It shows who made the comment, the actual content of the comment, its status (whether it is currently displayed on the site or not) and a tickbox to hide/unhide the comment on the front-end. All comments will have the default status of Displayed to students, however, if you think the comment is inappropiate, simply check the tickbox next to the comment to hide and remove it from the front-end of the site, so it will no londer be visible to users (the status of the commment will also update to Not displayed to students). Similarly, if you decide that you have made a mistake and the comment isn't actually inappropiate, then all you need to do is untick the box to allow the comment to be seen again on the front-end.<br /> <br /> ==The Front End==<br /> [[File:Front-End Ideas and Petitions.png|thumb|right|Example Ideas and Petitions page on front-end.]]<br /> {{url|/thestudentvoice}}<br /> To the right is an example of what Ideas and Petitions look like on the front-end of the site. Users will be presented with a list of all Ideas and Petitions, which they can use the search box to search through by keywords and the dropdowns to filter by various requirements, for example filtering the type to Idea will only present the user with a list of ideas. The orange button with a filter icon on can be used to clear all current filters and reset the user's search. <br /> To add a new Idea/Petition simply click on the orange button with reads '''Post New Idea/Petition''' in the top right-hand corner of the page. This will take the user to the submitting an Idea/Petition page, where they will have to input further information regarding their new idea/petition. Ideas can be liked or disliked, to do this click on the '''Click Here to Like/Dislike''' button on the idea. There are also thumbs up and thumbs down icons with numbers underneath so users can see how many people have liked and disliked the idea. Petitions can be signed like a paper petition, to do this simply click on the '''Click Here to Sign the Petition''' button to add your name/signature to the petition.<br /> <br /> [[File:Add a Comment.png|thumb|right|Add a Comment on an Idea/Petition]]<br /> <br /> <br /> To add a comment to an Idea/Petition, firstly click into the Idea/Petition from the main page and you will be presented with the page to the right. All you will need to do is type a comment in the textbox at the bottom and click submit to add your comment to the Idea/Petition. You will also be able to like/dislike the Idea or sign the Petition from inside the Idea/Petition too.<br /> [[File:Report Abuse.png|thumb|left|Reporting Comments]]<br /> Once a comment is added to an Idea/Petition, a red '''Report Abuse''' link will appear under the comment. If a user believes that the comment is abuse or inappropiate then they can click this link to report the comment. This comment will then appear in the '''Manage Comments''' section (see section above) in the back-end of UnionCloud, where an admin/someone who has access to the Student Voice Module will be able to decide if the comment should be removed from the Idea/Petition.<br /> <br /> ==Student Voice Widget==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3644 2018-11-27T13:14:59Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> * [https://mailchi.mp/0162e53b0cc7/november18-catch-up-1751713 November 2018]<br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> * [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> * [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> * [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> <br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3643 2018-11-27T13:14:48Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Engagement Lead<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/0162e53b0cc7/november18-catch-up-1751713 November 2018]<br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]<br /> <br /> ===Common Error workarounds===<br /> *[[Auto-stripe jQuery debug]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3642 2018-10-30T14:25:13Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> * [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> * [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> * [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> <br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3641 2018-10-30T14:23:57Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Engagement Lead<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/8b9f6e57044b/october18-catch-up-1751685?e October 2018]<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]<br /> <br /> ===Common Error workarounds===<br /> *[[Auto-stripe jQuery debug]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3640 2018-10-17T12:41:55Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section, you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you can do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example, if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example, agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is available for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more in-depth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''<br /> [[File:Add New Tribe.png|thumb|right|Adding a New Tribe]]<br /> To create new Tribes, click on the blue ''Add Tribe'' button at the top of the Tribes page and you will be presented with the screen to the right. To setup your Tribe, you will first need to give it a Tribe Name and Description, to help you identify this particular tribe. Now you can start assigning your tribe rules - rules are used to decide which students go into which Tribe groups. A rule is made up of several parts:<br /> *AND/OR clause - you can decide whether your rules are going to be AND (you need to meet all requirements set here) or OR (you can meet any of the requirements set here).<br /> *Subject Dropdown - Here you can pick what the actual subject of this rule will be (you can choose between the questions you setup in the Tribing Questions Setup area and Study Type).<br /> *in/not in Dropdown - Here you can pick if you want to include or exclude.<br /> *Answer Multi-select - Here you can pick which answers you want to focus on (you can pick more than one answer).<br /> <br /> [[File:Adding Tribe Rules.png|thumb|right|Adding Tribe Rules]]<br /> To add more rules, click the green +Rule button and to add more Groups (sets of rules which you can add a different AND/OR clause to, from your original rule) click the green +Group button. At any time you can delete rules by clicking the red delete button next to the particular rule you would like to remove. If you want to completely clear your rules and groups and start again, just hit the orange '''Reset''' button at the bottom of the page.<br /> <br /> NOTE - Don't forget, to make your Tribe available and live on your site you need to check the '''Activate Tribe''' tickbox, which is towards the middle of the page under Description.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3639 2018-10-17T12:40:51Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section, you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you can do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example, if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example, agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is available for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more in-depth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''<br /> [[File:Add New Tribe.png|thumb|right|Adding a New Tribe]]<br /> To create new Tribes, click on the blue ''Add Tribe'' button at the top of the Tribes page and you will be presented with the screen to the right. To setup your Tribe, you will first need to give it a Tribe Name and Description, to help you identify this particular tribe. Now you can start assigning your tribe rules - rules are used to decide which students go into which Tribe groups. A rule is made up of several parts:<br /> *'''AND/OR clause''' - you can decide whether your rules are going to be AND (you need to meet all requirements set here) or OR (you can meet any of the requirements set here).<br /> *'''Subject Dropdown''' - Here you can pick what the actual subject of this rule will be (you can choose between the questions you setup in the Tribing Questions Setup area and Study Type).<br /> *'''in/not in Dropdown''' - Here you can pick if you want to include or exclude.<br /> *'''Answer Multi-select''' - Here you can pick which answers you want to focus on (you can pick more than one answer).<br /> <br /> [[File:Adding Tribe Rules.png|thumb|right|Adding Tribe Rules]]<br /> To add more rules, click the green +Rule button and to add more Groups (sets of rules which you can add a different AND/OR clause to, from your original rule) click the green +Group button. At any time you can delete rules by clicking the red delete button next to the particular rule you would like to remove. If you want to completely clear your rules and groups and start again, just hit the orange '''Reset''' button at the bottom of the page.<br /> <br /> NOTE - Don't forget, to make your Tribe available and live on your site you need to check the '''Activate Tribe''' tickbox, which is towards the middle of the page under Description.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3638 2018-10-17T12:38:55Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section, you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you can do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example, if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example, agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is available for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more in-depth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''<br /> [[File:Add New Tribe.png|thumb|right|Adding a New Tribe]]<br /> To create new Tribes, click on the blue ''Add Tribe'' button at the top of the Tribes page and you will be presented with the screen to the right. To setup your Tribe, you will first need to give it a Tribe Name and Description, to help you identify this particular tribe. Now you can start assigning your tribe rules - rules are used to decide which students go into which Tribe groups. A rule is made up of several parts:<br /> *'''AND/OR clause''' - you can decide whether your rules are going to be AND (you need to meet all requirements set here) or OR (you can meet any of the requirements set here).<br /> *'''Subject Dropdown''' - Here you can pick what the actual subject of this rule will be (you can choose between the questions you setup in the Tribing Questions Setup area and Study Type).<br /> *'''in/not in Dropdown''' - Here you can pick if you want to include or exclude.<br /> *'''Answer Multi-select''' - Here you can pick which answers you want to focus on (you can pick more than one answer).<br /> <br /> [[File:Adding Tribe Rules.png|thumb|right|Adding Tribe Rules]]<br /> To add more rules, click the green +Rule button and to add more Groups (sets of rules which you can add a different AND/OR clauses to from your original rule) click the green +Group button. At any time you can delete rules by clicking the red delete button next to the particular rule you would like to remove. If you want to completely clear your rules and groups and start again, just hit the orange '''Reset''' button at the bottom of the page.<br /> <br /> NOTE - Don't forget, to make your Tribe available and live on your site you need to check the '''Activate Tribe''' tickbox, which is towards the middle of the page under Description.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Adding_Tribe_Rules.png&diff=3637 2018-10-17T12:36:36Z

<p>Charlotte Garratt: </p> <hr /> <div>Adding Tribe Rules</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Add_New_Tribe.png&diff=3636 2018-10-17T12:08:02Z

<p>Charlotte Garratt: </p> <hr /> <div>Adding a New Tribe</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3635 2018-10-16T12:13:26Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Engagement Lead<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]<br /> <br /> ===Common Error workarounds===<br /> *[[Auto-stripe jQuery debug]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Support_Sites&diff=3634 2018-10-16T12:12:31Z

<p>Charlotte Garratt: </p> <hr /> <div>The support and engagement team for UnionCloud is made up of the following:<br /> <br /> '''Christine Ashworth''' - Head of Customer Success<br /> <br /> '''Becky Butler''' - Digital Community Engagement Manager<br /> <br /> '''Ash Kierans''' - Digital Engagement Lead<br /> <br /> '''Charlotte Garratt''' - Digital Support Executive<br /> <br /> '''Amy Russell''' - Digital Support Executive<br /> <br /> '''Jennifer Sidlow''' - Digital Support Executive<br /> <br /> '''Faiza Noreen''' - Digital Marketing Executive<br /> <br /> '''Youssef El-manea''' - Digital Marketing Executive<br /> <br /> We have three routes setup for users to obtain the support they need with their site.<br /> <br /> ==Support Wiki==<br /> Hopefully by now you've realised this is the site you are currently on! The support Wiki offers comprehensive information on each module of the UnionCloud site and how they work. We hope that you can solve most of your problems/issue on this site and if you need to recap any modules that you may be rusty in using, you can find the support here.<br /> <br /> We will also post information on the breakdown of what has been included in new releases and patch releases.<br /> <br /> ==Get Satisfaction==<br /> The Get Satisfaction forum is a great place for community support and conversations with other users on UnionCloud. There are four different areas on Get Satisfaction for you to use:<br /> <br /> *'''Questions''' - Ask any questions you have about your UnionCloud site and someone from the community may have the answer. Digital Support staff from UnionCloud also monitor the Get Satisfaction page so you may get an answer from us.<br /> *'''Ideas''' - If it turns out that what you are looking to do on UnionCloud isn't possible or you think that something could be improved the best way to go about this is to post it as a suggestion on the Get Satisfaction forum. From here if your idea gains traction and other members from the community agree we will add it to the development suggestions list. The development priorities of UnionCloud are decided by the UnionCloud Direction and Oversight Board which you can find out more information about this [[http://www.nusconnect.org.uk/shape-our-work/governing-boards/services-direction-and-oversight-boards/union-cloud-direction-and-oversight-board here]].<br /> *'''Praise''' - Let us know which areas of UnionCloud you like the most and what you're finding most useful. Making improvements on the site can be easier when we know which functionality is working best for you.<br /> *'''Announcements''' - Here Digital Support staff will make announcements about upcoming releases, training and any other messages that we think will be relevant to you.<br /> <br /> If you don't have a Get Satisfaction you can register for one on the site. [[https://getsatisfaction.com/unioncloud Click here]] to visit the Get Satisfaction forum.<br /> <br /> ==Zendesk==<br /> If you've exhausted all efforts to find what you are looking for in the Wiki and through user posts on Get Satisfaction the next step is to get in touch with the support team direct. Zendesk allows you to submit tickets requesting help with problems.<br /> <br /> [[https://unioncloud.zendesk.com Click here]] to visit Zendesk. If you already have an account you'll be able to submit tickets, if you don't have an account please contact someone from the Digital Support team to set one up for you.<br /> <br /> When you submit a Zendesk ticket please ensure you fill out the details requested such as 'Severity' and 'Incident Type' to help us quickly understand your issue and prioritize it as necessary. Zendesk operates its support Monday - Friday, 09:00 - 17:00 and we endeavour to respond to your tickets within 3 hours.<br /> <br /> Once we've solved your ticket you'll be asked to fill out a quick survey. If you can spare 2 minutes this is a big help in helping us improve our support service.<br /> <br /> ==Twitter (@UnionCloudNUS)==<br /> If you're looking to stay up to date with our latest news, releases, and updates, you can follow us on Twitter. From here we'll be posting all of our exciting developments along with examples of best practice from the fantastic Students' Unions using UnionCloud.<br /> <br /> You can keep up with these updates on our [https://twitter.com/UnionCloudNUS Twitter page]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3633 2018-10-11T15:37:27Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section, you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you can do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example, if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example, agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is available for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more in-depth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3632 2018-10-11T15:36:30Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example, if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example, agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is available for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more in-depth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more in-depth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3631 2018-10-11T15:25:37Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> [[File:Custom Tribes Setup.png|thumb|right|Custom Tribes Setup]]<br /> <br /> The Tribes setup page will show you a list of all the Tribes you have created and their status (whether they are active on the site or inactive). Clicking on the {{cog}} icon, next to a Tribe, will give you more and slightly different options to what is avaliable for the default Tribes, as seen above:<br /> <br /> *Show Tribe - The Tribe summary page, with the completed fields of Name, Description, Status and Rule.<br /> <br /> *Edit Tribe Rule - Presents you with the Tribe Rule screen, for easy access of editing its rule (more indepth walkthrough to Tribe Rules below).<br /> <br /> *Delete - Removes the Tribe from your site.<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue Generate Report button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> *Deactivate (or Activate) Tribe - To make the Tribe active or inactive on your site, depending on its current status.<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Custom_Tribes_Setup.png&diff=3630 2018-10-11T15:11:19Z

<p>Charlotte Garratt: </p> <hr /> <div>Custom Tribes Setup</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3629 2018-10-11T14:27:34Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once in use because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3628 2018-10-11T14:25:46Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> You will recognise this functionality from the Questionnaire section, which is very similar. On this page, which is shown to the right, you can add new questions by clicking on the green ''Add Question'' button. On a question tile you do a number of things.<br /> <br /> *Toggle the ''Hide Question'' checkbox to choose if you want this particular question to be visible to students.<br /> <br /> *Display as - choose if you want your answers to be displayed as either a Single Select Dropdown or Multi-Select Tickbox.<br /> <br /> *Question - Enter your actual question/phrase which you want students to answer or comment on.<br /> <br /> *Add Options - Click the grey bar at the bottom to add answer options to your question. Click the red '''X''' on an option to delete it, for example if you add too many.<br /> <br /> *For each option you will need to add a label in the blank textbox, for example agree/disagree or yes/no.<br /> <br /> *Toggle the ''Hide Option'' checkbox to choose if you want this particular option to be visible to students. Options cannot be deleted once used because they will be linked to active data, but use this checkbox if you wish to hide this option.<br /> <br /> '''Tribes Setup'''<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3627 2018-10-11T13:44:51Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> '''Tribes Setup'''<br /> <br /> '''Creating Tribing Rules'''</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3626 2018-10-11T13:41:42Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==<br /> [[File:Override OneVoice Tribe Rules.png|thumb|right|Override OneVoice Tribe Rules]]<br /> To create your own questions and Tribes tick the checkbox next to '''Override OneVoice Tribe Rules''' and click Save. This will refresh the page and bring up a screen similar to [[Questionnaire|Questionnaire]].</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Override_OneVoice_Tribe_Rules.png&diff=3625 2018-10-11T13:35:58Z

<p>Charlotte Garratt: </p> <hr /> <div>Override OneVoice Tribe Rules</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3624 2018-10-11T13:20:03Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> [[File:Show Standard Tribe.png|thumb|right|Show Standard Tribe]]<br /> Clicking on the {{cog}} icon next to a Tribe will give you the option to Show Tribe, Show Tribe Members and Download Member Details.<br /> <br /> *Show Tribe - This is essentially the Tribe summary page, with the completed fields of Name, Description, Status and Rule (an example of this can be seen to the right).<br /> <br /> *Show Tribe Members - This will present you with a list of all students in that particular Tribe group, with the fields of University ID, Forename, Surname, Birth Date and Email. If you would like more indepth details, you can click the blue '''Generate Report''' button at the top of the page to download a CSV file of all members' details.<br /> <br /> *Download Member Details - Clicking on this icon will automatically download a CSV file of Tribe member details to your device, without having to navigate away from the Tribes page.<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Show_Standard_Tribe.png&diff=3623 2018-10-11T13:07:53Z

<p>Charlotte Garratt: </p> <hr /> <div>Show Standard Tribe</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3622 2018-10-11T13:06:44Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> '''Tribes Setup'''<br /> [[File:Standard Tribes Types.png|thumb|right|Standard Tribes Types]]<br /> <br /> Clicking on the ''Tribes Setup'' tab next to ''Tribing Questions Setup'' will bring up the page to the right. This is a list of all the default tribes which students will be placed into by answering the questions above. Similarly to the questions, these are also uneditable. The standard tribes are:<br /> *Studious Solos<br /> *Flow Goers<br /> *Leading Lights<br /> *Conscientious Carers<br /> *Party People<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Standard_Tribes_Types.png&diff=3621 2018-10-11T12:51:47Z

<p>Charlotte Garratt: </p> <hr /> <div>Standard Tribes Types</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3620 2018-10-11T12:48:15Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> You can get started straight away with Tribes by using the default tribing questions which are already configured in your system. To do this, all you need to do is tick the ''Activate Tribes'' box and nothing else.<br /> <br /> '''Tribing Questions Setup'''<br /> <br /> In this section you will see that all the questions and answers are blocked out and uneditable, as you are using the default settings and these cannot be edited or changed in any way. The standard questions/phrases are:<br /> <br /> *I like to have a big night out.<br /> *Achieving things that will benefit others gives me more satisfaction than anything else.<br /> *I know exactly who I am and what I can achieve.<br /> *I often feel excluded by the culture followed by this university.<br /> *I am easily influenced by others.<br /> *I like to take initiatives in these activities.<br /> <br /> All of these questions can be answered by selecting the option: Strongly agree, Agree, Neither agree nor disagree, Disagree or Strongly disagree from the single select dropdown. The only exception is the last question which is a mulit-select tickbox, with the options: Sports, Events, Volunteering and Democracy.<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3619 2018-10-11T12:26:17Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site with the standard OneVoice questions and tribes configuration. Please note, if you would like to create your own unique tribes '''DO NOT''' active tribes until you have finished setting-up your questions, rules and tribes. More details on how to do this are below in the ''Creating Bespoke Tribes'' section. <br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3618 2018-10-11T12:20:58Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save. This will make Tribes live on your site<br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3617 2018-10-11T11:56:56Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> As standard, the Tribes functionality will be turned off on your site. To activate Tribes simply tick the relevant checkbox, as seen in the screenshot to the right, and press save.<br /> <br /> ==Using OneVoice Standard Tribes==<br /> <br /> ==Creating Bespoke Tribes==</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3616 2018-10-11T11:33:12Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> This section allows you to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Setup&diff=3615 2018-10-11T11:31:01Z

<p>Charlotte Garratt: </p> <hr /> <div>Due to the depth that each of these sections can cover, and the fact that some of these have sub-pages even further still, we will use this screen only to provide a summary of what each one is for, and by clicking the heading you will be taken to a page with content specific to each setup item.<br /> ==[[Setup - Groups]]==<br /> [[File:Group Types.PNG|thumb|200px|Setup - Groups Settings.]]<br /> This section contains all of the Settings for Groups within UnionCloud, it includes but is not limited to;&lt;br/&gt;<br /> *Updated Group Types<br /> *Updating Group Categories<br /> *Setting Global Membership Expiry Dates<br /> *Toggling visibility of Deactivated groups<br /> &lt;br/&gt;'''For the full page on Group Settings, click [[Setup - Groups|here]].'''<br /> <br /> ==Halls==<br /> [[File:Halls Membership.png|thumb|150px|Expire Halls Membership]]<br /> <br /> <br /> In the Halls section is where you can expire all Hall memberships on a particular date, similar to how you can expire group memberships. <br /> All you need to do is tick the box next to '''Expire all hall memberships on the specified date''', select the date you would like to expire all Hall memberships on and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Registration]]==<br /> [[File:Setup - Registration.PNG|thumb|200px|Setup Registration Screen]]<br /> <br /> As an administrator you can use this section to set a number of options related to users registration on your UnionCloud site.<br /> <br /> *Accepted Emails<br /> *University ID Setup<br /> *Registration and Access<br /> *Library Card Regex<br /> *Support Details<br /> &lt;br/&gt;<br /> '''For the full page on Registration Settings, click [[Registration|here]].'''<br /> <br /> ==[[Questionnaire]]==<br /> [[File:Setup - Questionnaire.PNG|thumb|200px|Setup Questionnaire Screen]]<br /> As an administrator you can use this section to configure the questions you ask students at the point of registration, many unions will use this section to set up demographic surveys, or to gather extra information about students which they can use to target them.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Questionnaire Settings, click [[Questionnaire|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Setup - Event|Events]]==<br /> [[File:Setup - Events.PNG|thumb|200px|Setup Events Screen]]<br /> As an administrator you can use this section to configure Global Settings related to Events on UnionCloud, such as the default max number of tickets a user can purchase.&lt;br/&gt;<br /> It's broken down into two sections;<br /> *Events<br /> *Event Types<br /> &lt;br/&gt;<br /> '''For the full page on Event Settings, click [[Setup - Event|here]].'''<br /> <br /> ==[[Emails]]==<br /> [[File:Setup - Email Users.PNG|thumb|200px|Setup Emails Screen]]<br /> <br /> As an administrator you can will use this section to configure the Email Address' to be used by UnionCloud.&lt;br/&gt;<br /> These are broken down into to distinct categories;<br /> *Sender Emails - Email addresses you wish to send Campaigns / Automated emails from<br /> *Receiver Emails - Email addresses you wish to have automated messages sent to when certain triggers occur.<br /> You can have more than one of each of these, and they can be set for different aspects, for example you could set up a new Sender as Elections@institution.ac.uk which solely sent emails to users who had registering in an election, confirming they had submitted a Nomination.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Email Settings, click [[Emails|here]].'''<br /> <br /> ==[[Messages|Messages and Emails]]==<br /> [[File:Setup - Messages and Emails.PNG|thumb|200px|Setup Messages and Emails screen]]<br /> <br /> As an administrator you can use this section to configure three types of content:&lt;br/&gt;<br /> *Firstly you can use it to configure many of the default warnings, information, notifications and help text boxes around the UnionCloud site, so that they are both relevant to your Users, but also written in a tone that matches your Union style.&lt;br/&gt;<br /> <br /> *Secondly you can use it to configure the text of a number of the system generated emails sent out by UnionCloud, such as Group / Ticket Purchase Confirmations, Election Notifications etc.<br /> <br /> *Finally, you can also utilize this section to configure which social media plugin you wish to use across the platform, by default we setup [http://www.addthis.com/ AddThis] for you.<br /> <br /> '''For the full page on Messages and Emails, click [[Messages|here]].'''<br /> <br /> ==[[Advertisements]]==<br /> [[File:Setup - Advertisements.PNG|thumb|200px|The Setup - Advertisements Screen]]<br /> An administrator can use this section to assign preset spaces on the Articles, and Articles Index pages to display 'Advertisements', there are three spaces available, with two different sets of dimensions. These are HTML Spaces, and as such aren't limited to displaying static images. Equally, they don't just have to be advertisements, whatever you put in the space can link through to other relevant or timely content.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Advertisements, click [[Advertisements|here]].'''<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[Developers]]==<br /> <br /> [[File:Setup - Developers.PNG|thumb|200px|The Developers screen]]<br /> An administrator can use this section to set new Developers, some of our more advanced users, particularly if you have the skills to do some development work in house will need to use this section when they want to give apps / third parties access to UnionCloud API's on their site.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Profile Updates]]==<br /> [[File:Profile Updates.PNG|thumb|200px|The Profile Updates screen]]<br /> <br /> <br /> An administrator can use this section to set which elements of a profile users are allowed to update or not.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[CMS]]==<br /> [[File:CMS Configuration.png|thumb|right|200px| CMS Configuration Page]]<br /> <br /> <br /> An administrator can use this section to configure various settings related to CMS (Content Management System), which also includes configuring categories for articles and resources/documents which you will upload onto your site.<br /> <br /> '''For the full page on CMS set-up, click [[CMS|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Finance]]==<br /> [[File:Finance Set-up.png|thumb|right|200px|Finance Set-up Screen]]<br /> <br /> As an administrator, you can use this section to set-up several options regarding finance on your site, such as nominal codes, service charge and shipping charge management. However, before making changes in this section we recommend you speak to your finance staff and consult the documentation.<br /> <br /> <br /> '''For the full page on Finance set-up, click [[Finance|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Nominal Code]]==<br /> [[File:Nominal Codes.png|thumb|right|200px|Nominal Codes]]<br /> <br /> Nominal codes are unique reference numbers which your Finance staff will use for tracking where to allocate funds when downloading a Finance Report. They are useful for auditing and keeping track of your finances. As an administrator you can use this section to manage your nominal codes and create new ones.<br /> <br /> '''For the full page on Nominal Codes, click [[Nominal Code|here]].'''<br /> <br /> ==Social Media==<br /> [[File:Social media.png|thumb|200px|Configure Social Media]]<br /> <br /> As an administrator you can use this section to tie your organisation's Facebook &amp; Twitter accounts to UnionCloud to simplify sharing of content, such as news articles on social media. All you need to do is click on the '''Subscribe union to existing Facebook page/Twitter''' radio button and you will be prompted to login to your social media account. Social media platform and UnionCloud are now linked.<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[EVoting]]==<br /> [[File:Evoting Setup.png|thumb|right|200px|Evoting Setup]]<br /> <br /> As an administrator you can use this section to setup some of the default settings for elections.<br /> <br /> '''For the full page on eVoting set-up, click [[EVoting|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==RSS Feeds==<br /> [[File:RSS Feeds.png|thumb|right|RSS Feeds]]<br /> An administrator can use this section to set the default options for whether content from News/Articles should be included in your sites RSS Feed. There are two checkbox options:<br /> <br /> *Include all events in the RSS feed by default<br /> *Include all articles in the RSS feed by default<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Tribes]]==<br /> [[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> <br /> <br /> As an administrator you can use this section to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Permissions]]==<br /> [[File:Permissions.png|thumb|Admin/setup/Permissions]]<br /> <br /> This section allows you to create permission sets which then can be assigned to the user groups. This gives you control over who you would like to have access to areas on the platform. For example, you can create a permission set for group administrators giving them access to only the backend of their club/society page to manage and run their group. When creating a new permission set there are three types which are the following:<br /> <br /> '''New Union permission set'''- This option gives accesses to everything on the dashboard, this is usually assigned to staff.<br /> <br /> '''New Group permission set'''- This option gives access to the group page of the dashboard, so group admins can manage their club/society. <br /> <br /> '''New Event permission set'''- This option gives access to managing the events side of things where you can assign a permission set to a user/ <br /> admin to update upcoming events. <br /> <br /> Once you have selected a type you will see a number of checkboxes allowing you to select what you want users to have access to in that permission type.<br /> <br /> click here for more on [http://support.unioncloud.org/UnionCloud/wiki/index.php?title=Permissions Permission set's]<br /> <br /> ==Reports==<br /> [[File:Configure Reports.png|thumb|200px|Configure Reports]]<br /> <br /> <br /> This section allows you to set a minimum threshold, for number of users, for the demographic reports which you can download throughout the system. All you need to do to set this is enter your required number into the textbox and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Programmes==<br /> [[File:US2706.PNG|thumb|200px|Setting Restriction for Single or Multiple programme memberships]]<br /> ===Multiple Programme Management===<br /> Previously a user was by default able to store multiple programme memberships, UnionCloud was designed this way to cater to Universities where students Study Joint Honors and are added to multiple programme codes, and also to cater to colleges where a user is likely to have multiple different courses. An outcome of this was that if an institution sent an updated Student upload file, which included a new Course, say for example a student has changed course, it doesn't instinctively remove the user from the previous course. If an institution wished to end a users programme membership, they needed to update to expire it.<br /> &lt;br/&gt;<br /> This caused problems as not all institutions sent data to expire users. As a solution we have added an option to Setup which allows Unions to restrict program membership to one program per user, meaning if this option is selected and a user is uploaded with a new programme membership, it will auto expire their previous one and replace it with this one. It can be found at &lt;br/&gt;<br /> {{url|/administrator/unions/programmes_configuration}}&lt;br/&gt; Or Dashboard &gt;&gt; Admin &gt;&gt; Setup &gt;&gt; Programmes<br /> <br /> ==Alumni==<br /> [[File:Configure Alumni.png|thumb|200px|Configure Alumni]]<br /> <br /> <br /> This section allows you to set the number of days the system will keep alumni data before it removes personal details for GDPR. All you need to do it enter your number of days into the textbox and click save. Alumni data will now be automatically deleted after the set amount of days has been reached.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Setup&diff=3614 2018-10-11T11:30:49Z

<p>Charlotte Garratt: </p> <hr /> <div>Due to the depth that each of these sections can cover, and the fact that some of these have sub-pages even further still, we will use this screen only to provide a summary of what each one is for, and by clicking the heading you will be taken to a page with content specific to each setup item.<br /> ==[[Setup - Groups]]==<br /> [[File:Group Types.PNG|thumb|200px|Setup - Groups Settings.]]<br /> This section contains all of the Settings for Groups within UnionCloud, it includes but is not limited to;&lt;br/&gt;<br /> *Updated Group Types<br /> *Updating Group Categories<br /> *Setting Global Membership Expiry Dates<br /> *Toggling visibility of Deactivated groups<br /> &lt;br/&gt;'''For the full page on Group Settings, click [[Setup - Groups|here]].'''<br /> <br /> ==Halls==<br /> [[File:Halls Membership.png|thumb|150px|Expire Halls Membership]]<br /> <br /> <br /> In the Halls section is where you can expire all Hall memberships on a particular date, similar to how you can expire group memberships. <br /> All you need to do is tick the box next to '''Expire all hall memberships on the specified date''', select the date you would like to expire all Hall memberships on and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Registration]]==<br /> [[File:Setup - Registration.PNG|thumb|200px|Setup Registration Screen]]<br /> <br /> As an administrator you can use this section to set a number of options related to users registration on your UnionCloud site.<br /> <br /> *Accepted Emails<br /> *University ID Setup<br /> *Registration and Access<br /> *Library Card Regex<br /> *Support Details<br /> &lt;br/&gt;<br /> '''For the full page on Registration Settings, click [[Registration|here]].'''<br /> <br /> ==[[Questionnaire]]==<br /> [[File:Setup - Questionnaire.PNG|thumb|200px|Setup Questionnaire Screen]]<br /> As an administrator you can use this section to configure the questions you ask students at the point of registration, many unions will use this section to set up demographic surveys, or to gather extra information about students which they can use to target them.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Questionnaire Settings, click [[Questionnaire|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Setup - Event|Events]]==<br /> [[File:Setup - Events.PNG|thumb|200px|Setup Events Screen]]<br /> As an administrator you can use this section to configure Global Settings related to Events on UnionCloud, such as the default max number of tickets a user can purchase.&lt;br/&gt;<br /> It's broken down into two sections;<br /> *Events<br /> *Event Types<br /> &lt;br/&gt;<br /> '''For the full page on Event Settings, click [[Setup - Event|here]].'''<br /> <br /> ==[[Emails]]==<br /> [[File:Setup - Email Users.PNG|thumb|200px|Setup Emails Screen]]<br /> <br /> As an administrator you can will use this section to configure the Email Address' to be used by UnionCloud.&lt;br/&gt;<br /> These are broken down into to distinct categories;<br /> *Sender Emails - Email addresses you wish to send Campaigns / Automated emails from<br /> *Receiver Emails - Email addresses you wish to have automated messages sent to when certain triggers occur.<br /> You can have more than one of each of these, and they can be set for different aspects, for example you could set up a new Sender as Elections@institution.ac.uk which solely sent emails to users who had registering in an election, confirming they had submitted a Nomination.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Email Settings, click [[Emails|here]].'''<br /> <br /> ==[[Messages|Messages and Emails]]==<br /> [[File:Setup - Messages and Emails.PNG|thumb|200px|Setup Messages and Emails screen]]<br /> <br /> As an administrator you can use this section to configure three types of content:&lt;br/&gt;<br /> *Firstly you can use it to configure many of the default warnings, information, notifications and help text boxes around the UnionCloud site, so that they are both relevant to your Users, but also written in a tone that matches your Union style.&lt;br/&gt;<br /> <br /> *Secondly you can use it to configure the text of a number of the system generated emails sent out by UnionCloud, such as Group / Ticket Purchase Confirmations, Election Notifications etc.<br /> <br /> *Finally, you can also utilize this section to configure which social media plugin you wish to use across the platform, by default we setup [http://www.addthis.com/ AddThis] for you.<br /> <br /> '''For the full page on Messages and Emails, click [[Messages|here]].'''<br /> <br /> ==[[Advertisements]]==<br /> [[File:Setup - Advertisements.PNG|thumb|200px|The Setup - Advertisements Screen]]<br /> An administrator can use this section to assign preset spaces on the Articles, and Articles Index pages to display 'Advertisements', there are three spaces available, with two different sets of dimensions. These are HTML Spaces, and as such aren't limited to displaying static images. Equally, they don't just have to be advertisements, whatever you put in the space can link through to other relevant or timely content.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Advertisements, click [[Advertisements|here]].'''<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[Developers]]==<br /> <br /> [[File:Setup - Developers.PNG|thumb|200px|The Developers screen]]<br /> An administrator can use this section to set new Developers, some of our more advanced users, particularly if you have the skills to do some development work in house will need to use this section when they want to give apps / third parties access to UnionCloud API's on their site.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Profile Updates]]==<br /> [[File:Profile Updates.PNG|thumb|200px|The Profile Updates screen]]<br /> <br /> <br /> An administrator can use this section to set which elements of a profile users are allowed to update or not.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[CMS]]==<br /> [[File:CMS Configuration.png|thumb|right|200px| CMS Configuration Page]]<br /> <br /> <br /> An administrator can use this section to configure various settings related to CMS (Content Management System), which also includes configuring categories for articles and resources/documents which you will upload onto your site.<br /> <br /> '''For the full page on CMS set-up, click [[CMS|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Finance]]==<br /> [[File:Finance Set-up.png|thumb|right|200px|Finance Set-up Screen]]<br /> <br /> As an administrator, you can use this section to set-up several options regarding finance on your site, such as nominal codes, service charge and shipping charge management. However, before making changes in this section we recommend you speak to your finance staff and consult the documentation.<br /> <br /> <br /> '''For the full page on Finance set-up, click [[Finance|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Nominal Code]]==<br /> [[File:Nominal Codes.png|thumb|right|200px|Nominal Codes]]<br /> <br /> Nominal codes are unique reference numbers which your Finance staff will use for tracking where to allocate funds when downloading a Finance Report. They are useful for auditing and keeping track of your finances. As an administrator you can use this section to manage your nominal codes and create new ones.<br /> <br /> '''For the full page on Nominal Codes, click [[Nominal Code|here]].'''<br /> <br /> ==Social Media==<br /> [[File:Social media.png|thumb|200px|Configure Social Media]]<br /> <br /> As an administrator you can use this section to tie your organisation's Facebook &amp; Twitter accounts to UnionCloud to simplify sharing of content, such as news articles on social media. All you need to do is click on the '''Subscribe union to existing Facebook page/Twitter''' radio button and you will be prompted to login to your social media account. Social media platform and UnionCloud are now linked.<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[EVoting]]==<br /> [[File:Evoting Setup.png|thumb|right|200px|Evoting Setup]]<br /> <br /> As an administrator you can use this section to setup some of the default settings for elections.<br /> <br /> '''For the full page on eVoting set-up, click [[EVoting|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==RSS Feeds==<br /> [[File:RSS Feeds.png|thumb|right|RSS Feeds]]<br /> An administrator can use this section to set the default options for whether content from News/Articles should be included in your sites RSS Feed. There are two checkbox options:<br /> <br /> *Include all events in the RSS feed by default<br /> *Include all articles in the RSS feed by default<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Tribes]]==<br /> [[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> <br /> <br /> As an administrator you can use this section to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Permissions]]==<br /> [[File:Permissions.png|thumb|Admin/setup/Permissions]]<br /> <br /> This section allows you to create permission sets which then can be assigned to the user groups. This gives you control over who you would like to have access to areas on the platform. For example, you can create a permission set for group administrators giving them access to only the backend of their club/society page to manage and run their group. When creating a new permission set there are three types which are the following:<br /> <br /> '''New Union permission set'''- This option gives accesses to everything on the dashboard, this is usually assigned to staff.<br /> <br /> '''New Group permission set'''- This option gives access to the group page of the dashboard, so group admins can manage their club/society. <br /> <br /> '''New Event permission set'''- This option gives access to managing the events side of things where you can assign a permission set to a user/ <br /> admin to update upcoming events. <br /> <br /> Once you have selected a type you will see a number of checkboxes allowing you to select what you want users to have access to in that permission type.<br /> <br /> click here for more on [http://support.unioncloud.org/UnionCloud/wiki/index.php?title=Permissions Permission set's]<br /> <br /> ==Reports==<br /> [[File:Configure Reports.png|thumb|200px|Configure Reports]]<br /> <br /> <br /> This section allows you to set a minimum threshold, for number of users, for the demographic reports which you can download throughout the system. All you need to do to set this is enter your required number into the textbox and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Programmes==<br /> [[File:US2706.PNG|thumb|200px|Setting Restriction for Single or Multiple programme memberships]]<br /> ===Multiple Programme Management===<br /> Previously a user was by default able to store multiple programme memberships, UnionCloud was designed this way to cater to Universities where students Study Joint Honors and are added to multiple programme codes, and also to cater to colleges where a user is likely to have multiple different courses. An outcome of this was that if an institution sent an updated Student upload file, which included a new Course, say for example a student has changed course, it doesn't instinctively remove the user from the previous course. If an institution wished to end a users programme membership, they needed to update to expire it.<br /> &lt;br/&gt;<br /> This caused problems as not all institutions sent data to expire users. As a solution we have added an option to Setup which allows Unions to restrict program membership to one program per user, meaning if this option is selected and a user is uploaded with a new programme membership, it will auto expire their previous one and replace it with this one. It can be found at &lt;br/&gt;<br /> {{url|/administrator/unions/programmes_configuration}}&lt;br/&gt; Or Dashboard &gt;&gt; Admin &gt;&gt; Setup &gt;&gt; Programmes<br /> <br /> ==Alumni==<br /> [[File:Configure Alumni.png|thumb|200px|Configure Alumni]]<br /> <br /> <br /> This section allows you to set the number of days the system will keep alumni data before it removes personal details for GDPR. All you need to do it enter your number of days into the textbox and click save. Alumni data will now be automatically deleted after the set amount of days has been reached.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Setup&diff=3613 2018-10-11T11:29:09Z

<p>Charlotte Garratt: </p> <hr /> <div>Due to the depth that each of these sections can cover, and the fact that some of these have sub-pages even further still, we will use this screen only to provide a summary of what each one is for, and by clicking the heading you will be taken to a page with content specific to each setup item.<br /> ==[[Setup - Groups]]==<br /> [[File:Group Types.PNG|thumb|200px|Setup - Groups Settings.]]<br /> This section contains all of the Settings for Groups within UnionCloud, it includes but is not limited to;&lt;br/&gt;<br /> *Updated Group Types<br /> *Updating Group Categories<br /> *Setting Global Membership Expiry Dates<br /> *Toggling visibility of Deactivated groups<br /> &lt;br/&gt;'''For the full page on Group Settings, click [[Setup - Groups|here]].'''<br /> <br /> ==Halls==<br /> [[File:Halls Membership.png|thumb|150px|Expire Halls Membership]]<br /> <br /> <br /> In the Halls section is where you can expire all Hall memberships on a particular date, similar to how you can expire group memberships. <br /> All you need to do is tick the box next to '''Expire all hall memberships on the specified date''', select the date you would like to expire all Hall memberships on and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Registration]]==<br /> [[File:Setup - Registration.PNG|thumb|200px|Setup Registration Screen]]<br /> <br /> As an administrator you can use this section to set a number of options related to users registration on your UnionCloud site.<br /> <br /> *Accepted Emails<br /> *University ID Setup<br /> *Registration and Access<br /> *Library Card Regex<br /> *Support Details<br /> &lt;br/&gt;<br /> '''For the full page on Registration Settings, click [[Registration|here]].'''<br /> <br /> ==[[Questionnaire]]==<br /> [[File:Setup - Questionnaire.PNG|thumb|200px|Setup Questionnaire Screen]]<br /> As an administrator you can use this section to configure the questions you ask students at the point of registration, many unions will use this section to set up demographic surveys, or to gather extra information about students which they can use to target them.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Questionnaire Settings, click [[Questionnaire|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Setup - Event|Events]]==<br /> [[File:Setup - Events.PNG|thumb|200px|Setup Events Screen]]<br /> As an administrator you can use this section to configure Global Settings related to Events on UnionCloud, such as the default max number of tickets a user can purchase.&lt;br/&gt;<br /> It's broken down into two sections;<br /> *Events<br /> *Event Types<br /> &lt;br/&gt;<br /> '''For the full page on Event Settings, click [[Setup - Event|here]].'''<br /> <br /> ==[[Emails]]==<br /> [[File:Setup - Email Users.PNG|thumb|200px|Setup Emails Screen]]<br /> <br /> As an administrator you can will use this section to configure the Email Address' to be used by UnionCloud.&lt;br/&gt;<br /> These are broken down into to distinct categories;<br /> *Sender Emails - Email addresses you wish to send Campaigns / Automated emails from<br /> *Receiver Emails - Email addresses you wish to have automated messages sent to when certain triggers occur.<br /> You can have more than one of each of these, and they can be set for different aspects, for example you could set up a new Sender as Elections@institution.ac.uk which solely sent emails to users who had registering in an election, confirming they had submitted a Nomination.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Email Settings, click [[Emails|here]].'''<br /> <br /> ==[[Messages|Messages and Emails]]==<br /> [[File:Setup - Messages and Emails.PNG|thumb|200px|Setup Messages and Emails screen]]<br /> <br /> As an administrator you can use this section to configure three types of content:&lt;br/&gt;<br /> *Firstly you can use it to configure many of the default warnings, information, notifications and help text boxes around the UnionCloud site, so that they are both relevant to your Users, but also written in a tone that matches your Union style.&lt;br/&gt;<br /> <br /> *Secondly you can use it to configure the text of a number of the system generated emails sent out by UnionCloud, such as Group / Ticket Purchase Confirmations, Election Notifications etc.<br /> <br /> *Finally, you can also utilize this section to configure which social media plugin you wish to use across the platform, by default we setup [http://www.addthis.com/ AddThis] for you.<br /> <br /> '''For the full page on Messages and Emails, click [[Messages|here]].'''<br /> <br /> ==[[Advertisements]]==<br /> [[File:Setup - Advertisements.PNG|thumb|200px|The Setup - Advertisements Screen]]<br /> An administrator can use this section to assign preset spaces on the Articles, and Articles Index pages to display 'Advertisements', there are three spaces available, with two different sets of dimensions. These are HTML Spaces, and as such aren't limited to displaying static images. Equally, they don't just have to be advertisements, whatever you put in the space can link through to other relevant or timely content.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Advertisements, click [[Advertisements|here]].'''<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[Developers]]==<br /> <br /> [[File:Setup - Developers.PNG|thumb|200px|The Developers screen]]<br /> An administrator can use this section to set new Developers, some of our more advanced users, particularly if you have the skills to do some development work in house will need to use this section when they want to give apps / third parties access to UnionCloud API's on their site.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Profile Updates]]==<br /> [[File:Profile Updates.PNG|thumb|200px|The Profile Updates screen]]<br /> <br /> <br /> An administrator can use this section to set which elements of a profile users are allowed to update or not.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[CMS]]==<br /> [[File:CMS Configuration.png|thumb|right|200px| CMS Configuration Page]]<br /> <br /> <br /> An administrator can use this section to configure various settings related to CMS (Content Management System), which also includes configuring categories for articles and resources/documents which you will upload onto your site.<br /> <br /> '''For the full page on CMS set-up, click [[CMS|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Finance]]==<br /> [[File:Finance Set-up.png|thumb|right|200px|Finance Set-up Screen]]<br /> <br /> As an administrator, you can use this section to set-up several options regarding finance on your site, such as nominal codes, service charge and shipping charge management. However, before making changes in this section we recommend you speak to your finance staff and consult the documentation.<br /> <br /> <br /> '''For the full page on Finance set-up, click [[Finance|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Nominal Code]]==<br /> [[File:Nominal Codes.png|thumb|right|200px|Nominal Codes]]<br /> <br /> Nominal codes are unique reference numbers which your Finance staff will use for tracking where to allocate funds when downloading a Finance Report. They are useful for auditing and keeping track of your finances. As an administrator you can use this section to manage your nominal codes and create new ones.<br /> <br /> '''For the full page on Nominal Codes, click [[Nominal Code|here]].'''<br /> <br /> ==Social Media==<br /> [[File:Social media.png|thumb|200px|Configure Social Media]]<br /> <br /> As an administrator you can use this section to tie your organisation's Facebook &amp; Twitter accounts to UnionCloud to simplify sharing of content, such as news articles on social media. All you need to do is click on the '''Subscribe union to existing Facebook page/Twitter''' radio button and you will be prompted to login to your social media account. Social media platform and UnionCloud are now linked.<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[EVoting]]==<br /> [[File:Evoting Setup.png|thumb|right|200px|Evoting Setup]]<br /> <br /> As an administrator you can use this section to setup some of the default settings for elections.<br /> <br /> '''For the full page on eVoting set-up, click [[EVoting|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==RSS Feeds==<br /> [[File:RSS Feeds.png|thumb|right|RSS Feeds]]<br /> An administrator can use this section to set the default options for whether content from News/Articles should be included in your sites RSS Feed. There are two checkbox options:<br /> <br /> *Include all events in the RSS feed by default<br /> *Include all articles in the RSS feed by default<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Tribes]]==<br /> [[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> <br /> <br /> As an administrator you can use this section to set-up and configure your student Tribes. Tribes is a way of categorising and grouping students based on their answers to specific questions, which they will be asked when they register on your UnionCloud site. You can use the standard system questions and tribes or you can create your own questions and configure rules to sort your students into your bespoke tribes.<br /> <br /> ==[[Permissions]]==<br /> [[File:Permissions.png|thumb|Admin/setup/Permissions]]<br /> <br /> This section allows you to create permission sets which then can be assigned to the user groups. This gives you control over who you would like to have access to areas on the platform. For example, you can create a permission set for group administrators giving them access to only the backend of their club/society page to manage and run their group. When creating a new permission set there are three types which are the following:<br /> <br /> '''New Union permission set'''- This option gives accesses to everything on the dashboard, this is usually assigned to staff.<br /> <br /> '''New Group permission set'''- This option gives access to the group page of the dashboard, so group admins can manage their club/society. <br /> <br /> '''New Event permission set'''- This option gives access to managing the events side of things where you can assign a permission set to a user/ <br /> admin to update upcoming events. <br /> <br /> Once you have selected a type you will see a number of checkboxes allowing you to select what you want users to have access to in that permission type.<br /> <br /> click here for more on [http://support.unioncloud.org/UnionCloud/wiki/index.php?title=Permissions Permission set's]<br /> <br /> ==Reports==<br /> [[File:Configure Reports.png|thumb|200px|Configure Reports]]<br /> <br /> <br /> This section allows you to set a minimum threshold, for number of users, for the demographic reports which you can download throughout the system. All you need to do to set this is enter your required number into the textbox and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Programmes==<br /> [[File:US2706.PNG|thumb|200px|Setting Restriction for Single or Multiple programme memberships]]<br /> ===Multiple Programme Management===<br /> Previously a user was by default able to store multiple programme memberships, UnionCloud was designed this way to cater to Universities where students Study Joint Honors and are added to multiple programme codes, and also to cater to colleges where a user is likely to have multiple different courses. An outcome of this was that if an institution sent an updated Student upload file, which included a new Course, say for example a student has changed course, it doesn't instinctively remove the user from the previous course. If an institution wished to end a users programme membership, they needed to update to expire it.<br /> &lt;br/&gt;<br /> This caused problems as not all institutions sent data to expire users. As a solution we have added an option to Setup which allows Unions to restrict program membership to one program per user, meaning if this option is selected and a user is uploaded with a new programme membership, it will auto expire their previous one and replace it with this one. It can be found at &lt;br/&gt;<br /> {{url|/administrator/unions/programmes_configuration}}&lt;br/&gt; Or Dashboard &gt;&gt; Admin &gt;&gt; Setup &gt;&gt; Programmes<br /> <br /> ==Alumni==<br /> [[File:Configure Alumni.png|thumb|200px|Configure Alumni]]<br /> <br /> <br /> This section allows you to set the number of days the system will keep alumni data before it removes personal details for GDPR. All you need to do it enter your number of days into the textbox and click save. Alumni data will now be automatically deleted after the set amount of days has been reached.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Setup&diff=3612 2018-10-11T10:11:10Z

<p>Charlotte Garratt: </p> <hr /> <div>Due to the depth that each of these sections can cover, and the fact that some of these have sub-pages even further still, we will use this screen only to provide a summary of what each one is for, and by clicking the heading you will be taken to a page with content specific to each setup item.<br /> ==[[Setup - Groups]]==<br /> [[File:Group Types.PNG|thumb|200px|Setup - Groups Settings.]]<br /> This section contains all of the Settings for Groups within UnionCloud, it includes but is not limited to;&lt;br/&gt;<br /> *Updated Group Types<br /> *Updating Group Categories<br /> *Setting Global Membership Expiry Dates<br /> *Toggling visibility of Deactivated groups<br /> &lt;br/&gt;'''For the full page on Group Settings, click [[Setup - Groups|here]].'''<br /> <br /> ==Halls==<br /> [[File:Halls Membership.png|thumb|150px|Expire Halls Membership]]<br /> <br /> <br /> In the Halls section is where you can expire all Hall memberships on a particular date, similar to how you can expire group memberships. <br /> All you need to do is tick the box next to '''Expire all hall memberships on the specified date''', select the date you would like to expire all Hall memberships on and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Registration]]==<br /> [[File:Setup - Registration.PNG|thumb|200px|Setup Registration Screen]]<br /> <br /> As an administrator you can use this section to set a number of options related to users registration on your UnionCloud site.<br /> <br /> *Accepted Emails<br /> *University ID Setup<br /> *Registration and Access<br /> *Library Card Regex<br /> *Support Details<br /> &lt;br/&gt;<br /> '''For the full page on Registration Settings, click [[Registration|here]].'''<br /> <br /> ==[[Questionnaire]]==<br /> [[File:Setup - Questionnaire.PNG|thumb|200px|Setup Questionnaire Screen]]<br /> As an administrator you can use this section to configure the questions you ask students at the point of registration, many unions will use this section to set up demographic surveys, or to gather extra information about students which they can use to target them.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Questionnaire Settings, click [[Questionnaire|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Setup - Event|Events]]==<br /> [[File:Setup - Events.PNG|thumb|200px|Setup Events Screen]]<br /> As an administrator you can use this section to configure Global Settings related to Events on UnionCloud, such as the default max number of tickets a user can purchase.&lt;br/&gt;<br /> It's broken down into two sections;<br /> *Events<br /> *Event Types<br /> &lt;br/&gt;<br /> '''For the full page on Event Settings, click [[Setup - Event|here]].'''<br /> <br /> ==[[Emails]]==<br /> [[File:Setup - Email Users.PNG|thumb|200px|Setup Emails Screen]]<br /> <br /> As an administrator you can will use this section to configure the Email Address' to be used by UnionCloud.&lt;br/&gt;<br /> These are broken down into to distinct categories;<br /> *Sender Emails - Email addresses you wish to send Campaigns / Automated emails from<br /> *Receiver Emails - Email addresses you wish to have automated messages sent to when certain triggers occur.<br /> You can have more than one of each of these, and they can be set for different aspects, for example you could set up a new Sender as Elections@institution.ac.uk which solely sent emails to users who had registering in an election, confirming they had submitted a Nomination.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Email Settings, click [[Emails|here]].'''<br /> <br /> ==[[Messages|Messages and Emails]]==<br /> [[File:Setup - Messages and Emails.PNG|thumb|200px|Setup Messages and Emails screen]]<br /> <br /> As an administrator you can use this section to configure three types of content:&lt;br/&gt;<br /> *Firstly you can use it to configure many of the default warnings, information, notifications and help text boxes around the UnionCloud site, so that they are both relevant to your Users, but also written in a tone that matches your Union style.&lt;br/&gt;<br /> <br /> *Secondly you can use it to configure the text of a number of the system generated emails sent out by UnionCloud, such as Group / Ticket Purchase Confirmations, Election Notifications etc.<br /> <br /> *Finally, you can also utilize this section to configure which social media plugin you wish to use across the platform, by default we setup [http://www.addthis.com/ AddThis] for you.<br /> <br /> '''For the full page on Messages and Emails, click [[Messages|here]].'''<br /> <br /> ==[[Advertisements]]==<br /> [[File:Setup - Advertisements.PNG|thumb|200px|The Setup - Advertisements Screen]]<br /> An administrator can use this section to assign preset spaces on the Articles, and Articles Index pages to display 'Advertisements', there are three spaces available, with two different sets of dimensions. These are HTML Spaces, and as such aren't limited to displaying static images. Equally, they don't just have to be advertisements, whatever you put in the space can link through to other relevant or timely content.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Advertisements, click [[Advertisements|here]].'''<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[Developers]]==<br /> <br /> [[File:Setup - Developers.PNG|thumb|200px|The Developers screen]]<br /> An administrator can use this section to set new Developers, some of our more advanced users, particularly if you have the skills to do some development work in house will need to use this section when they want to give apps / third parties access to UnionCloud API's on their site.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Profile Updates]]==<br /> [[File:Profile Updates.PNG|thumb|200px|The Profile Updates screen]]<br /> <br /> <br /> An administrator can use this section to set which elements of a profile users are allowed to update or not.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[CMS]]==<br /> [[File:CMS Configuration.png|thumb|right|200px| CMS Configuration Page]]<br /> <br /> <br /> An administrator can use this section to configure various settings related to CMS (Content Management System), which also includes configuring categories for articles and resources/documents which you will upload onto your site.<br /> <br /> '''For the full page on CMS set-up, click [[CMS|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Finance]]==<br /> [[File:Finance Set-up.png|thumb|right|200px|Finance Set-up Screen]]<br /> <br /> As an administrator, you can use this section to set-up several options regarding finance on your site, such as nominal codes, service charge and shipping charge management. However, before making changes in this section we recommend you speak to your finance staff and consult the documentation.<br /> <br /> <br /> '''For the full page on Finance set-up, click [[Finance|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Nominal Code]]==<br /> [[File:Nominal Codes.png|thumb|right|200px|Nominal Codes]]<br /> <br /> Nominal codes are unique reference numbers which your Finance staff will use for tracking where to allocate funds when downloading a Finance Report. They are useful for auditing and keeping track of your finances. As an administrator you can use this section to manage your nominal codes and create new ones.<br /> <br /> '''For the full page on Nominal Codes, click [[Nominal Code|here]].'''<br /> <br /> ==Social Media==<br /> [[File:Social media.png|thumb|200px|Configure Social Media]]<br /> <br /> As an administrator you can use this section to tie your organisation's Facebook &amp; Twitter accounts to UnionCloud to simplify sharing of content, such as news articles on social media. All you need to do is click on the '''Subscribe union to existing Facebook page/Twitter''' radio button and you will be prompted to login to your social media account. Social media platform and UnionCloud are now linked.<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[EVoting]]==<br /> [[File:Evoting Setup.png|thumb|right|200px|Evoting Setup]]<br /> <br /> As an administrator you can use this section to setup some of the default settings for elections.<br /> <br /> '''For the full page on eVoting set-up, click [[EVoting|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==RSS Feeds==<br /> [[File:RSS Feeds.png|thumb|right|RSS Feeds]]<br /> An administrator can use this section to set the default options for whether content from News/Articles should be included in your sites RSS Feed. There are two checkbox options:<br /> <br /> *Include all events in the RSS feed by default<br /> *Include all articles in the RSS feed by default<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Tribes]]==<br /> [[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]<br /> <br /> ==[[Permissions]]==<br /> [[File:Permissions.png|thumb|Admin/setup/Permissions]]<br /> <br /> This section allows you to create permission sets which then can be assigned to the user groups. This gives you control over who you would like to have access to areas on the platform. For example, you can create a permission set for group administrators giving them access to only the backend of their club/society page to manage and run their group. When creating a new permission set there are three types which are the following:<br /> <br /> '''New Union permission set'''- This option gives accesses to everything on the dashboard, this is usually assigned to staff.<br /> <br /> '''New Group permission set'''- This option gives access to the group page of the dashboard, so group admins can manage their club/society. <br /> <br /> '''New Event permission set'''- This option gives access to managing the events side of things where you can assign a permission set to a user/ <br /> admin to update upcoming events. <br /> <br /> Once you have selected a type you will see a number of checkboxes allowing you to select what you want users to have access to in that permission type.<br /> <br /> click here for more on [http://support.unioncloud.org/UnionCloud/wiki/index.php?title=Permissions Permission set's]<br /> <br /> ==Reports==<br /> [[File:Configure Reports.png|thumb|200px|Configure Reports]]<br /> <br /> <br /> This section allows you to set a minimum threshold, for number of users, for the demographic reports which you can download throughout the system. All you need to do to set this is enter your required number into the textbox and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Programmes==<br /> [[File:US2706.PNG|thumb|200px|Setting Restriction for Single or Multiple programme memberships]]<br /> ===Multiple Programme Management===<br /> Previously a user was by default able to store multiple programme memberships, UnionCloud was designed this way to cater to Universities where students Study Joint Honors and are added to multiple programme codes, and also to cater to colleges where a user is likely to have multiple different courses. An outcome of this was that if an institution sent an updated Student upload file, which included a new Course, say for example a student has changed course, it doesn't instinctively remove the user from the previous course. If an institution wished to end a users programme membership, they needed to update to expire it.<br /> &lt;br/&gt;<br /> This caused problems as not all institutions sent data to expire users. As a solution we have added an option to Setup which allows Unions to restrict program membership to one program per user, meaning if this option is selected and a user is uploaded with a new programme membership, it will auto expire their previous one and replace it with this one. It can be found at &lt;br/&gt;<br /> {{url|/administrator/unions/programmes_configuration}}&lt;br/&gt; Or Dashboard &gt;&gt; Admin &gt;&gt; Setup &gt;&gt; Programmes<br /> <br /> ==Alumni==<br /> [[File:Configure Alumni.png|thumb|200px|Configure Alumni]]<br /> <br /> <br /> This section allows you to set the number of days the system will keep alumni data before it removes personal details for GDPR. All you need to do it enter your number of days into the textbox and click save. Alumni data will now be automatically deleted after the set amount of days has been reached.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Tribes&diff=3611 2018-10-11T10:10:39Z

<p>Charlotte Garratt: Created page with &quot;Admin/Setup/Tribes&quot;</p> <hr /> <div>[[File:Admin - Tribes.png|thumb|right|Admin/Setup/Tribes]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=File:Admin_-_Tribes.png&diff=3610 2018-10-11T10:10:09Z

<p>Charlotte Garratt: </p> <hr /> <div>Admin/Setup/Tribes</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Setup&diff=3609 2018-10-11T10:07:19Z

<p>Charlotte Garratt: </p> <hr /> <div>Due to the depth that each of these sections can cover, and the fact that some of these have sub-pages even further still, we will use this screen only to provide a summary of what each one is for, and by clicking the heading you will be taken to a page with content specific to each setup item.<br /> ==[[Setup - Groups]]==<br /> [[File:Group Types.PNG|thumb|200px|Setup - Groups Settings.]]<br /> This section contains all of the Settings for Groups within UnionCloud, it includes but is not limited to;&lt;br/&gt;<br /> *Updated Group Types<br /> *Updating Group Categories<br /> *Setting Global Membership Expiry Dates<br /> *Toggling visibility of Deactivated groups<br /> &lt;br/&gt;'''For the full page on Group Settings, click [[Setup - Groups|here]].'''<br /> <br /> ==Halls==<br /> [[File:Halls Membership.png|thumb|150px|Expire Halls Membership]]<br /> <br /> <br /> In the Halls section is where you can expire all Hall memberships on a particular date, similar to how you can expire group memberships. <br /> All you need to do is tick the box next to '''Expire all hall memberships on the specified date''', select the date you would like to expire all Hall memberships on and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Registration]]==<br /> [[File:Setup - Registration.PNG|thumb|200px|Setup Registration Screen]]<br /> <br /> As an administrator you can use this section to set a number of options related to users registration on your UnionCloud site.<br /> <br /> *Accepted Emails<br /> *University ID Setup<br /> *Registration and Access<br /> *Library Card Regex<br /> *Support Details<br /> &lt;br/&gt;<br /> '''For the full page on Registration Settings, click [[Registration|here]].'''<br /> <br /> ==[[Questionnaire]]==<br /> [[File:Setup - Questionnaire.PNG|thumb|200px|Setup Questionnaire Screen]]<br /> As an administrator you can use this section to configure the questions you ask students at the point of registration, many unions will use this section to set up demographic surveys, or to gather extra information about students which they can use to target them.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Questionnaire Settings, click [[Questionnaire|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Setup - Event|Events]]==<br /> [[File:Setup - Events.PNG|thumb|200px|Setup Events Screen]]<br /> As an administrator you can use this section to configure Global Settings related to Events on UnionCloud, such as the default max number of tickets a user can purchase.&lt;br/&gt;<br /> It's broken down into two sections;<br /> *Events<br /> *Event Types<br /> &lt;br/&gt;<br /> '''For the full page on Event Settings, click [[Setup - Event|here]].'''<br /> <br /> ==[[Emails]]==<br /> [[File:Setup - Email Users.PNG|thumb|200px|Setup Emails Screen]]<br /> <br /> As an administrator you can will use this section to configure the Email Address' to be used by UnionCloud.&lt;br/&gt;<br /> These are broken down into to distinct categories;<br /> *Sender Emails - Email addresses you wish to send Campaigns / Automated emails from<br /> *Receiver Emails - Email addresses you wish to have automated messages sent to when certain triggers occur.<br /> You can have more than one of each of these, and they can be set for different aspects, for example you could set up a new Sender as Elections@institution.ac.uk which solely sent emails to users who had registering in an election, confirming they had submitted a Nomination.<br /> &lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Email Settings, click [[Emails|here]].'''<br /> <br /> ==[[Messages|Messages and Emails]]==<br /> [[File:Setup - Messages and Emails.PNG|thumb|200px|Setup Messages and Emails screen]]<br /> <br /> As an administrator you can use this section to configure three types of content:&lt;br/&gt;<br /> *Firstly you can use it to configure many of the default warnings, information, notifications and help text boxes around the UnionCloud site, so that they are both relevant to your Users, but also written in a tone that matches your Union style.&lt;br/&gt;<br /> <br /> *Secondly you can use it to configure the text of a number of the system generated emails sent out by UnionCloud, such as Group / Ticket Purchase Confirmations, Election Notifications etc.<br /> <br /> *Finally, you can also utilize this section to configure which social media plugin you wish to use across the platform, by default we setup [http://www.addthis.com/ AddThis] for you.<br /> <br /> '''For the full page on Messages and Emails, click [[Messages|here]].'''<br /> <br /> ==[[Advertisements]]==<br /> [[File:Setup - Advertisements.PNG|thumb|200px|The Setup - Advertisements Screen]]<br /> An administrator can use this section to assign preset spaces on the Articles, and Articles Index pages to display 'Advertisements', there are three spaces available, with two different sets of dimensions. These are HTML Spaces, and as such aren't limited to displaying static images. Equally, they don't just have to be advertisements, whatever you put in the space can link through to other relevant or timely content.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Advertisements, click [[Advertisements|here]].'''<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[Developers]]==<br /> <br /> [[File:Setup - Developers.PNG|thumb|200px|The Developers screen]]<br /> An administrator can use this section to set new Developers, some of our more advanced users, particularly if you have the skills to do some development work in house will need to use this section when they want to give apps / third parties access to UnionCloud API's on their site.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Profile Updates]]==<br /> [[File:Profile Updates.PNG|thumb|200px|The Profile Updates screen]]<br /> <br /> <br /> An administrator can use this section to set which elements of a profile users are allowed to update or not.&lt;br/&gt;&lt;br/&gt;<br /> '''For the full page on Profile Updates, click [[Profile Updates|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[CMS]]==<br /> [[File:CMS Configuration.png|thumb|right|200px| CMS Configuration Page]]<br /> <br /> <br /> An administrator can use this section to configure various settings related to CMS (Content Management System), which also includes configuring categories for articles and resources/documents which you will upload onto your site.<br /> <br /> '''For the full page on CMS set-up, click [[CMS|here]].'''<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Finance]]==<br /> [[File:Finance Set-up.png|thumb|right|200px|Finance Set-up Screen]]<br /> <br /> As an administrator, you can use this section to set-up several options regarding finance on your site, such as nominal codes, service charge and shipping charge management. However, before making changes in this section we recommend you speak to your finance staff and consult the documentation.<br /> <br /> <br /> '''For the full page on Finance set-up, click [[Finance|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Nominal Code]]==<br /> [[File:Nominal Codes.png|thumb|right|200px|Nominal Codes]]<br /> <br /> Nominal codes are unique reference numbers which your Finance staff will use for tracking where to allocate funds when downloading a Finance Report. They are useful for auditing and keeping track of your finances. As an administrator you can use this section to manage your nominal codes and create new ones.<br /> <br /> '''For the full page on Nominal Codes, click [[Nominal Code|here]].'''<br /> <br /> ==Social Media==<br /> [[File:Social media.png|thumb|200px|Configure Social Media]]<br /> <br /> As an administrator you can use this section to tie your organisation's Facebook &amp; Twitter accounts to UnionCloud to simplify sharing of content, such as news articles on social media. All you need to do is click on the '''Subscribe union to existing Facebook page/Twitter''' radio button and you will be prompted to login to your social media account. Social media platform and UnionCloud are now linked.<br /> <br /> &lt;br/&gt;<br /> <br /> ==[[EVoting]]==<br /> [[File:Evoting Setup.png|thumb|right|200px|Evoting Setup]]<br /> <br /> As an administrator you can use this section to setup some of the default settings for elections.<br /> <br /> '''For the full page on eVoting set-up, click [[EVoting|here]].'''<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==RSS Feeds==<br /> [[File:RSS Feeds.png|thumb|right|RSS Feeds]]<br /> An administrator can use this section to set the default options for whether content from News/Articles should be included in your sites RSS Feed. There are two checkbox options:<br /> <br /> *Include all events in the RSS feed by default<br /> *Include all articles in the RSS feed by default<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==[[Tribes]]==<br /> <br /> ==[[Permissions]]==<br /> [[File:Permissions.png|thumb|Admin/setup/Permissions]]<br /> <br /> This section allows you to create permission sets which then can be assigned to the user groups. This gives you control over who you would like to have access to areas on the platform. For example, you can create a permission set for group administrators giving them access to only the backend of their club/society page to manage and run their group. When creating a new permission set there are three types which are the following:<br /> <br /> '''New Union permission set'''- This option gives accesses to everything on the dashboard, this is usually assigned to staff.<br /> <br /> '''New Group permission set'''- This option gives access to the group page of the dashboard, so group admins can manage their club/society. <br /> <br /> '''New Event permission set'''- This option gives access to managing the events side of things where you can assign a permission set to a user/ <br /> admin to update upcoming events. <br /> <br /> Once you have selected a type you will see a number of checkboxes allowing you to select what you want users to have access to in that permission type.<br /> <br /> click here for more on [http://support.unioncloud.org/UnionCloud/wiki/index.php?title=Permissions Permission set's]<br /> <br /> ==Reports==<br /> [[File:Configure Reports.png|thumb|200px|Configure Reports]]<br /> <br /> <br /> This section allows you to set a minimum threshold, for number of users, for the demographic reports which you can download throughout the system. All you need to do to set this is enter your required number into the textbox and click save.<br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Programmes==<br /> [[File:US2706.PNG|thumb|200px|Setting Restriction for Single or Multiple programme memberships]]<br /> ===Multiple Programme Management===<br /> Previously a user was by default able to store multiple programme memberships, UnionCloud was designed this way to cater to Universities where students Study Joint Honors and are added to multiple programme codes, and also to cater to colleges where a user is likely to have multiple different courses. An outcome of this was that if an institution sent an updated Student upload file, which included a new Course, say for example a student has changed course, it doesn't instinctively remove the user from the previous course. If an institution wished to end a users programme membership, they needed to update to expire it.<br /> &lt;br/&gt;<br /> This caused problems as not all institutions sent data to expire users. As a solution we have added an option to Setup which allows Unions to restrict program membership to one program per user, meaning if this option is selected and a user is uploaded with a new programme membership, it will auto expire their previous one and replace it with this one. It can be found at &lt;br/&gt;<br /> {{url|/administrator/unions/programmes_configuration}}&lt;br/&gt; Or Dashboard &gt;&gt; Admin &gt;&gt; Setup &gt;&gt; Programmes<br /> <br /> ==Alumni==<br /> [[File:Configure Alumni.png|thumb|200px|Configure Alumni]]<br /> <br /> <br /> This section allows you to set the number of days the system will keep alumni data before it removes personal details for GDPR. All you need to do it enter your number of days into the textbox and click save. Alumni data will now be automatically deleted after the set amount of days has been reached.</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3608 2018-09-20T07:29:28Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> * [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> * [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> * [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> <br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3607 2018-09-20T07:28:49Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Support Executive<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/085a14d8a57f/september18-catch-up-1751565 September 2018]<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]<br /> <br /> ===Common Error workarounds===<br /> *[[Auto-stripe jQuery debug]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UnionCloud_Sub-Domain_List&diff=3606 2018-08-31T09:08:36Z

<p>Charlotte Garratt: </p> <hr /> <div>Here is a list of all UnionCloud subdomains.<br /> <br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Students' Union !! Subdomain !! URL<br /> |-<br /> | Beds SU || beds || beds.unioncloud.org<br /> |-<br /> | Birkbeck Students' Union || birkbeck || birkbeck.unioncloud.org<br /> |-<br /> | Bradford College || bradford || bradford.unioncloud.org<br /> |-<br /> | Bristol SU || bristol || bristol.unioncloud.org<br /> |-<br /> | Cambridge University Students' Union || cusu || cusu.unioncloud.org<br /> |-<br /> | Canterbury College Students' Union || cantcol || cantcol.unioncloud.org<br /> |-<br /> | Cornwall College Students' Union || ccsu || ccsu.unioncloud.org<br /> |-<br /> | Derby College Students' Union || dcsu || dcsu.unioncloud.org<br /> |- <br /> | Durham SU || durham || durham.unioncloud.org<br /> |-<br /> | Edge Hill University Students' Union || esu || esu.unioncloud.org<br /> |-<br /> | Furness College Students' Union || furness || furness.unioncloud.org<br /> |-<br /> | GCU Students' Association || gcusa || gcusa.unioncloud.org<br /> |-<br /> | Glyndŵr Students' Union || glyn ||glyn.unioncloud.org<br /> |- <br /> | Highlands and Islands Students' Association || hisa || hisa.unioncloud.org<br /> |-<br /> | Huddersfield Students' Union || hudsu || hudsu.unioncloud.org<br /> |-<br /> | Lancaster Students' Union || lansu || lansu.unioncloud.org<br /> |-<br /> | Leeds Beckett Students' Union || leedsbeckettsu || leedsbeckettsu.unioncloud.org<br /> |-<br /> | Leeds City College Students' Union || lccsu || lccsu.unioncloud.org<br /> |-<br /> | Leeds Trinity Students' Union || leedstrinitysu || leedstrinitysu.unioncloud.org<br /> |-<br /> | Liverpool Guild of Students || lgos || lgos.unioncloud.org<br /> |-<br /> | Liverpool Hope Students' Union || liverpoolhopesu || liverpoolhopesu.unioncloud.org<br /> |-<br /> | Liverpool Students' Union || ljmu || ljmu.unioncloud.org<br /> |-<br /> | Marjon Students' Union || marjon || marjon.unioncloud.org<br /> |-<br /> | Manchester Metropolitan University Students' Union || manmet || manmet.unioncloud.org<br /> |-<br /> | Nottingham Trent Students' Union || ntsu || ntsu.unioncloud.org<br /> |-<br /> | Oxford Brookes Students' Union || obsu || obsu.unioncloud.org<br /> |-<br /> | QMUSU || qmusu || qmsu.unioncloud.org<br /> |-<br /> | Sheffield Students' Union || ssu || ssu.unioncloud.org<br /> |-<br /> | St Mary's University Students' Union || stmary || stmary.unioncloud.org<br /> |-<br /> | Students' Union at Bournemouth University || bsu || bsu.unioncloud.org<br /> |-<br /> | Students' Union University of the Arts London || suarts || suarts.unioncloud.org<br /> |-<br /> | Trinity Saint David Students' Union || tsdsu || tsdsu.unioncloud.org<br /> |-<br /> | Union of Kingston Students || kusu || kusu.unioncloud.org<br /> |-<br /> | University of Abertay Dundee Students' Association || abert || abert.unioncloud.org<br /> |-<br /> | University of Bolton Students' Union || ubsu || ubsu.unioncloud.org<br /> |-<br /> | University of Bradford Union of Students || ubu || ubu.unioncloud.org<br /> |-<br /> | University of Central Lancashire Students' Union || uclan || uclan.unioncloud.org<br /> |-<br /> | University of Cumbria Students' Union || ucsu || ucsu.unioncloud.org<br /> |-<br /> | University of Leicester Students' Union || leicesterunion || leicesterunion.unioncloud.org<br /> |-<br /> | University of Manchester Students' Union || umsu || umsu.unioncloud.org<br /> |-<br /> | University of Northampton Students' Union || northampton || northampton.unioncloud.org<br /> |-<br /> | University of Salford Students' Union || salford || salford.unioncloud.org<br /> |-<br /> | University of South Wales Students' Union || uswsu || uswsu.unioncloud.org<br /> |-<br /> | University of Suffolk Students' Union || suffolk || suffolk.unioncloud.org<br /> |-<br /> | University of Sunderland Students' Union || sunderlandsu || sunderlandsu.unioncloud.org<br /> |-<br /> | University of West London Students' Union || uwlsu || uwlsu.unioncloud.org<br /> |-<br /> | University of York Students' Union || yusu || yusu.unioncloud.org<br /> |-<br /> | Weston College Students' Union || weston || weston.unioncloud.org<br /> |-<br /> | Winchester Student Union || winchesterstudents || winchesterstudents.unioncloud.org<br /> |-<br /> |}</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=UC_Briefing_Archive&diff=3598 2018-08-29T08:01:34Z

<p>Charlotte Garratt: </p> <hr /> <div>We have recently committed to producing a monthly newsletter, which will replace the quarterly briefing you previously would have received, to keep you up-to-date and in the know about what’s moving and shaking with UnionCloud and OneVoice. They will feature support and technical updates, upcoming training sessions and events, the lowdown on everything you need to know regarding UnionCloud and much more.<br /> <br /> We will keep an up-to-date archive of previous UnionCloud briefings/newsletters if you wish to go back and review them for any reason, below you can see all the UnionCloud Briefings and Newsletters we've released to date.<br /> <br /> ==Monthly UnionCloud Newletters==<br /> <br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> * [https://mailchi.mp/9a87e2bbec69/may18-catch-up-1750701 May 2018]<br /> * [https://mailchi.mp/f2252c972dd9/april18-catch-up-1750521 April 2018]<br /> * [https://mailchi.mp/114466e044f9/march18-catch-up?e=%5BUNIQID%5D March 2018]<br /> <br /> <br /> {{note|If you do not currently receive the monthly newsletter, but would like to in the future, simply click on the latest version of the newsletter, click '''Subscribe''' in the top left-hand corner and enter your details to join the mailing list.}}<br /> <br /> ==Previous Quarterly UC Briefings==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! scope=&quot;col&quot;| <br /> ! scope=&quot;col&quot;| 2017<br /> ! scope=&quot;col&quot;| 2016<br /> |-<br /> ! scope=&quot;row&quot;| Q1<br /> | [[Briefing_Q1_2017]]<br /> | N/A<br /> |-<br /> ! scope=&quot;row&quot;| Q2<br /> | [[Briefing_Q2_2017]]<br /> | [[Briefing_Q2_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q3<br /> | Q3 2017<br /> | [[Briefing_Q3_2016]]<br /> |-<br /> ! scope=&quot;row&quot;| Q4<br /> | Q4 2017<br /> | [[Briefing_Q4_2016]]<br /> |-<br /> |}<br /> <br /> ==Template==<br /> [[Briefing_QX_20XX]]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Main_Page&diff=3597 2018-08-29T08:00:53Z

<p>Charlotte Garratt: </p> <hr /> <div>[[File:NUS_Connect.png|thumb|200px|Screenshot of the NUS Connect Website, one of the heaviest users of the UnionCloud Platform.]]<br /> <br /> This Community Wiki, is our venture in hoping that we can provide to you the best, most up to to date, comprehensive, and yet easy to understand support possible. Though our team will be working hard to ensure we cover, and keep on top of this, providing help, support, and guidance on all areas of UnionCloud, there are only so many hours in the day. As with all 'Wiki' based websites, we're going to be asking for a little bit of help from you guys, the community. If you're looking through here, and there is something you've noticed is missing, feel free to add it, or let us know that you'd like some help on a particular topic adding. With your help, we can make this a hugely successful support mechanism to allow you to create the best UnionCloud platforms possible for your own institutions!<br /> &lt;br/&gt;<br /> Ash<br /> &lt;br/&gt;<br /> Digital Support Executive<br /> == About ==<br /> First time here? All you need to do is quickly register, as soon as you have, you will be able to view more content, and even make edits!&lt;br/&gt;<br /> <br /> ==FAQ's / Common Questions ==<br /> *[[GDPR|'''Tell me about GDPR''']]<br /> *[[User Groups &amp; Permissions|How do I give people permissions on UnionCloud?]]<br /> *[[How to set up an election|How do I set up an election?]]<br /> *Creating an Event<br /> *Uploading a News Story<br /> *[[Other Support|What other support can I get for UnionCloud?]]<br /> <br /> == What would you like help with? ==<br /> These are the major areas you will come across using the ''Back End'' of UnionCloud.<br /> <br /> === Admin ===<br /> [[File:Admin_Menu.png|frame|200px|Admin Menu from UnionCloud Dashboard.]]<br /> <br /> The Admin section of the UnionCloud Dashboard contains all of the tools you as the Administrator are likely to need to make sure that your site functions, and functions correctly. Everything from setting up the specific ID's students are allowed to register with, Single Sign On, Nominal Codes for your finance teams, Data Uploads, and more.<br /> <br /> It is the main suite of tools you will use to manage your site, [[Setup]], is mainly used, as it would suggest, in the setup of your website, the crucial settings, and, custom email responses, often this is made up of the settings that doesn't require changing too often. The other group of tools, you will use more frequently, though which tools are available to you will depend on which UnionCloud package you are on.<br /> <br /> The Sections of the Admin Menu are;<br /> *[[Setup]]<br /> *[[User Groups &amp; Permissions|User Groups]]<br /> *[[Remote Sales]]<br /> *[[User Account Details]]<br /> *[[Manage Refunds]]<br /> *[[Manage Course Rep]]<br /> *[[Upload Files]]<br /> *[[Android App]]<br /> <br /> === Website === <br /> [[File:Website Menu.png|thumb|Website Menu from UnionCloud Dashboard.]]<br /> MarComs is a Portmanteau of the words ''Marketing'', and ''Communications'', and that is largely what this section covers, it includes all of the areas to edit content on your site, add '[[Articles Manager|News Articles]]', send out Emails to your members ([[Campaign Manager|Campaigns]]), and managing all of your [[Images Library|Uploaded Images]] &amp; [[Documents Manager|Documents]].&lt;br/&gt;<br /> &lt;br/&gt;<br /> Some areas, like Developers Toolkit, are slightly more advanced still and allow users with the know how to alter the structure of their site, the navigation, the order / location of pages and more, it also gives the ability to add widgets, sub-sites, and with one of the extra packages, customise the CSS and Javascript within the site, allowing a greater level of bespoking.&lt;br/&gt;<br /> &lt;br/&gt;<br /> The Sections of the MARCOMS Menu are;<br /> *[[Web Site Manager]]<br /> *[[Developers Toolkit]]<br /> *[[Articles Manager]]<br /> *[[Documents Manager]]<br /> *[[Images Library]]<br /> *[[Logo]]<br /> *[[301 Redirect]]<br /> <br /> === Campaigns ===<br /> [[File:Campaigns Menu.PNG|thumb|Campaigns Menu from UnionCloud Dashboard.]]<br /> Previously from within the MARCOMS Section, these have been separated out now for Clarity. Campaigns is the section you visit if you wish to send out Email 'Campaigns' from within your UnionCloud site to your membership, it's broken down into two sections.&lt;br/&gt;<br /> [[Campaign Manager]]<br /> :*Union Campaigns<br /> :*NUS Campaigns<br /> <br /> === Groups ===<br /> [[File:Groups_Menu.png|frame|200px|Groups Menu from UnionCloud Dashboard.]]<br /> Groups is the catch all term we use to describe any student group we want to give some access and independence to on our Website. Typically, these are Sports Clubs &amp; Societies, however, some also use it for Course reps, mailing lists, interest groups and one-off projects.<br /> &lt;br/&gt;<br /> If the people in charge of said group have been assigned permissions, then they can also manage themselves, their own ''minisite'', their own memberships / prices, events, emails and more.<br /> <br /> The Sections of the Groups Menu are;<br /> *[[Manage Groups]]<br /> *[[Manage Group Promotions|Manage Group Promotions]]<br /> *[[Manage Awards|Manage Group Awards]]<br /> <br /> === Events ===<br /> [[File:Events_Menu.png|frame|200px|Events Menu from Union Cloud Dashboard.]]<br /> The events section is a useful tool used for eTicketing, Door Entry (Scanning / Redeeming tickets at an event), Obtaining information in advance from all of your guests, notifying them of updates, and giving the abilty to promote events, to boost attention or sales.<br /> &lt;br/&gt;<br /> The Sections of the Events Menu are;<br /> *[[Manage Events]]<br /> *[[Manage Event Promotions|Event Promotions]]<br /> *[[Redeem Tickets]]<br /> *[[Manage Ticket Orders|Ticket Orders]]<br /> <br /> === Eshop ===<br /> [[File:EShop Menu.png|thumb|eShop Menu from UnionCloud Dashboard.]]<br /> There are currently three options available relating to eShops within UnionCloud sites; None, Managed, or Union.&lt;br/&gt;&lt;br/&gt;<br /> '''None''' is straight forward, a non commercial union who do not wish to sell products.&lt;br/&gt;<br /> '''Managed''' is an eShop managed by the UnionCloud team, and stocked by [http://www.eponashop.com/ Epona], the Fairtrade clothing supplier that is a subsidiary of NUS, as the shop. &lt;br/&gt;<br /> '''Union''' is the most common option, and refers to an eShop managed by a member of staff at your Union, and requires you to upload and maintain your stock, and stock levels, reviewing and dispatching orders.&lt;br/&gt;&lt;br/&gt;<br /> The financial breakdown for Managed and Union is slightly different, you can get these details by contacting you Membership Engagement Executive.&lt;br/&gt;<br /> The Sections of the Eshop Menu are;<br /> *[[Manage Products|Products]]<br /> *[[Manage Product Categories|Categories]]<br /> *[[Manage Orders|Orders]]<br /> *[[Manage Colours|Colours]]<br /> *[[Manage Eshop Promotions|Product Promotions]]<br /> *[[Manage Category Discount|Category Discount]]<br /> *[[Shipping Charges Upload]]<br /> *[[Stock Report]]<br /> <br /> === Democracy ===<br /> [[File:Democracy Menu.png|thumb|Democracy Menu from UnionCloud Dashboard.]]<br /> The Democracy section of UnionCloud includes all features relating to student participation and representation within your Union. Here you can run elections which students can nominate themselves for or vote in. You can also use the Student Voice module for students to raise ideas and petitions or referendums to understand your students' opinions on particular issues.<br /> <br /> The Sections of the Democracy Menu are;<br /> *[[Elections]]<br /> :*[[Elections#Manage Categories|Manage Categories]]<br /> :*[[Elections#Manage Positions|Manage Positions]]<br /> :*[[Elections#Manage Elections|Manage Elections]]<br /> :*[[Elections Dashboard]]<br /> *[[Referendums]]<br /> *[[Student Voice]]<br /> :*[[Student Voice#Setup|Setup]]<br /> :*[[Student Voice#Manage Ideas|Manage Ideas]]<br /> :*[[Student Voice#Manage Comments|Manage Comments]]<br /> *[[Digital Rep]]<br /> :*[[Digital Rep#Setup|Setup]]<br /> <br /> === Volunteering ===<br /> [[File:Volunteering Menu.png|thumb|Volunteering Menu from UnionCloud Dashboard.]]<br /> The Sections of the Volunteering Menu are;<br /> *[[Dashboard]]<br /> *[[Volunteering Setup]]<br /> *[[Manage Volunteers]]<br /> *[[Manage organisations/projects]]<br /> *[[Manage opportunities]]<br /> *[[Manage reports]]<br /> *[[Upload organisation/project]]<br /> *[[Volunteer awards]]<br /> <br /> === Reports ===<br /> [[File:Reports Menu.png|thumb|Reports Menu from UnionCloud Dashboard.]]<br /> The Sections of the Reports Menu are;<br /> *[[NUS Analytics]]<br /> :*[[NUS Analytics#Dynamic KPI's|Dynamic KPIs]]<br /> :*[[NUS Analytics#Charts|Charts]]<br /> :*[[NUS Analytics#Student Activity Report|Student Activity Report]]<br /> *[[Event Booking Details]]<br /> *[[Finance Report]]<br /> *[[Group Committee Report]]<br /> *[[Membership Details]]<br /> <br /> <br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> == [[Version History]] ==<br /> <br /> Links to Version Updates / Release Notes, this stub stores the most recent 3 sprints, and the most recent three major releases, however if you are looking for full details you can find all release / sprint data on the [[Version History]] page.<br /> <br /> === Major Updates ===<br /> *[[Release 25]] - 25th June 2016<br /> *[[Release 26]] - 26th November 2016<br /> *[[Release 27]] - 6th May 2017<br /> <br /> === Sprint Updates ===<br /> * [[Patch: 24th July 2018]]<br /> * [[Patch: 31st July 2018]]<br /> * [[Patch: 14th August 2018]]<br /> <br /> == UnionCloud Newsletter ==<br /> We will keep an up-to-date archive of previous UnionCloud briefings and newsletters if you wish to go back and review them for any reason. <br /> <br /> Below you can see the three most recent newsletters, but if you want to see them all you can visit our [[UC Briefing Archive]].<br /> * [https://mailchi.mp/b5e6d6de1dbc/august18-catch-up-1751445 August 2018]<br /> * [https://mailchi.mp/5aa2340e5563/july18-catch-up-1751193 July 2018]<br /> * [https://mailchi.mp/415a05193ab8/june18-catch-up-1750993 June 2018]<br /> <br /> == Misc Info ==<br /> Here we'll list links or info about any documentation that isn't necessarily directly UnionCloud, but may still relate to your usage of the platform.<br /> <br /> [[UnionCloud Sub-Domain List]]<br /> <br /> === Finance ===<br /> *[[Transaction Fees]]<br /> <br /> ===Code Snippets===<br /> *[[Modify Site Background Image or Colour]]<br /> *[[Change Officer Stripe Speed]]<br /> *[[Hide Events on index]]<br /> *[[Show Count on All Usergroups]]<br /> *[[Simple image slideshow]]<br /> *[[Auto load content on scroll]]<br /> *[[Rename Student Voice Module]]<br /> *[[Auto select single group membership type]]<br /> *[[Rename tab in Elections Stats Dashboard]]<br /> *[[Hide Group email preferences from user]]<br /> <br /> ===Experimental===<br /> *[[Userscript experimental local features]]<br /> <br /> ===Developer APIs===<br /> *[[Getting Started With API's]]<br /> *[[API PHP Wrapper]]<br /> *[https://nationalunionofstudents.webex.com/nationalunionofstudents/lsr.php?RCID=04ef572078655728e31404b1643a2ed7 API Webinar]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Userscript_experimental_local_features&diff=3570 2018-08-15T12:07:17Z

<p>Charlotte Garratt: </p> <hr /> <div><br /> After collecting feedback in certain areas of the dashboard I implemented by own test [http://tinyurl.com/ntsuserscript userscript] (Example given NTSU) to ease use of the dashboard.<br /> <br /> == What is a userscript? ==<br /> <br /> A user script is a small javascript file which modifies websites as they run locally on your machine.<br /> <br /> == Why would I want to do that? ==<br /> <br /> To tweak your experience as a stop gap solution whose features will eventually be added to the platform by NUS. See ideas on get satisfaction.<br /> <br /> == Example Features ==<br /> <br /> A staff logon button for the homepage.(On our page, we have to click sign them, then select a non student.)<br /> I have added Links to the navigation to automatically view all:<br /> # Events<br /> # Products<br /> # Promotions<br /> # Groups<br /> # Articles<br /> # Resources<br /> # Positions<br /> <br /> It appends new links to the DOM with <br /> <br /> ?grid%5Border%5D=start_date&amp;grid%5Border_direction%5D=asc&amp;grid%5Bpp%5D=189<br /> <br /> Where D is the total number of results at the end of the chosen section.<br /> <br /> '''Hide items marked as deleted in the shop:<br /> '''<br /> if(location.pathname==&quot;/administrator/products&quot;){<br /> $(&quot;tr td:contains('OLD Clothing Stock')&quot;).parent().hide();<br /> $(&quot;tr td:contains('Delete')&quot;).parent().hide();<br /> };<br /> <br /> <br /> '''Adding a save button direct from product edit page:<br /> '''<br /> <br /> This is done by loading the product variants page in a frame on the side.<br /> <br /> &lt;pre&gt; if(location.pathname.match(/^\/administrator\/products\/\d\d\d\d\/edit/)){ var x = window.location.href.match(/(.*)(\/\d*)/)[1]+/product_variants/ document.body.innerHTML += '&lt;div style=&quot;display:block;position:absolute;top:47%;left:91%;z-index:997;&quot;&gt;&lt;iframe id=&quot;saver&quot; src=&quot;&quot; frameborder=&quot;0&quot; allowtransparency=&quot;yes&quot; scrolling=&quot;no&quot; style=&quot;border: 0px none; margin-left: -36px; height: 912px; margin-top: -480px; width: 650px;position:relative; left:-20px;top:30px;&quot; &gt;&lt;/iframe&gt; &lt;/div&gt;'; var saverFrame = document.getElementById(&quot;saver&quot;) saverFrame.src=x &lt;/pre&gt;<br /> <br /> '''Adding a next ticket button on hover:<br /> '''<br /> <br /> Increments the final number in the URL to load the next ticket on hover over the new button.<br /> <br /> &lt;pre&gt;<br /> if (/event_ticket_types/.test(window.location.href)) {<br /> $(&quot;.button-holder&quot;).attr(&quot;id&quot;,&quot;nextTicketButton&quot;);<br /> var nextTicketButton = document.getElementById('nextTicketButton');<br /> nextTicketButton.insertAdjacentHTML('afterend','&lt;button id=&quot;nxtTicketBtn&quot; style=&quot;transform:translate(300%,-165%);border:0&quot; class=&quot;btn btn-default&quot;&gt;Next Ticket Hover&lt;/button&gt;'); <br /> var nextTicketFinal = document.getElementById('nxtTicketBtn');<br /> nextTicketFinal.addEventListener(&quot;mouseover&quot;,function(){ <br /> var e, s;<br /> var IB = 1;<br /> <br /> function isDigit(c) {<br /> return (&quot;0&quot; &lt;= c &amp;&amp; c &lt;= &quot;9&quot;);<br /> }<br /> var L = location.href;<br /> var LL = L.length;<br /> for (e = LL - 1; e &gt;= 0; --e)<br /> if (isDigit(L.charAt(e))) {<br /> for (s = e - 1; s &gt;= 0; --s)<br /> if (!isDigit(L.charAt(s))) break;<br /> break;<br /> }++s;<br /> if (e &lt; 0) return;<br /> var oldNum = L.substring(s, e + 1);<br /> var newNum = &quot;&quot; + (parseInt(oldNum, 10) + IB);<br /> while (newNum.length &lt; oldNum.length) newNum = &quot;0&quot; + newNum;<br /> location.href = L.substring(0, s) + newNum + L.slice(e + 1);<br /> });<br /> <br /> }<br /> &lt;/pre&gt;<br /> <br /> == How do I get started ==<br /> <br /> Install [https://chrome.google.com/webstore/detail/violentmonkey/jinjaccalgkegednnccohejagnlnfdag?hl=en violentmonkey] (link assumes chrome available on firefox/opera/maxthon)<br /> <br /> Install the script from [http://tinyurl.com/ntsuserscript here]<br /> <br /> Open dashboard<br /> [[File:Open dashboard violetmonkey.png|frameless|Open dashboard]]<br /> <br /> Edit<br /> [[File:Edit Script.png|frameless|Edit Script]]<br /> <br /> == What if I have caused issues? ==<br /> Really easy to disable just a couple of clicks<br /> <br /> [[File:Disable Script.png|thumb|How to disable script]]<br /> <br /> == Notes on the script:==<br /> # Specific to trentstudents.org<br /> # Not public i.e. unlisted on directory<br /> # Requires a userscript manager (install page for Violentmonkey recommended)<br /> # Should be easily adaptable source viewable [http://tinyurl.com/ntsuserscript here]</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Group_Committee_Report&diff=3569 2018-08-15T11:24:07Z

<p>Charlotte Garratt: </p> <hr /> <div>{{PAGENAME}} is a stub, and just part of a wider section on UnionCloud [[Main_Page#Reports|Reporting]]<br /> ==Group Committee Report Details==<br /> {{url|/administrator/reports/group_committe_details}}<br /> [[File:Group Committee Report.PNG|thumb|Group Committee Report Download screen]]<br /> The Group Committee Report download screen is really simple to use, all you need to do is select the Group Name field, and use the autocomplete search box to find the name of any Group (Club / Society) on your UnionCloud site, you can also add more than one Group to the field.<br /> <br /> Once you have added the required groups to the box, you click the Download Report button, and it will generate a CSV File report for you for the groups in question as outlined below.<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> &lt;br/&gt;<br /> <br /> ==Download Report==<br /> [[File:Group Committee Report - spreadsheet.PNG|thumb|An example of how the Group Committee Report Spreadsheet looks]]<br /> The Group Committee Report will create a CSV listing all of the '''current''' committee members for the Groups you listed. It provides the following information for each Committee Member<br /> <br /> *Group<br /> *Post Title<br /> *Port Type<br /> *Post Holder<br /> *Institution Email<br /> *ID<br /> *Start Date<br /> *End Date</div>

Charlotte Garratt https://support.unioncloud.org/UnionCloud/wiki/index.php?title=Group_Committee_Report&diff=3568 2018-08-15T11:23:34Z

<p>Charlotte Garratt: </p> <hr /> <div>{{PAGENAME}} is a stub, and just part of a wider section on UnionCloud [[Main_Page#Reports|Reporting]]<br /> ==Group Committee Report Details==<br /> {{url|/administrator/reports/group_committe_details}}<br /> [[File:Group Committee Report.PNG|thumb|Group Committee Report Download screen]]<br /> The Group Committee Report download screen is really simple to use, all you need to do is select the Group Name field, and use the autocomplete search box to find the name of any Group (Club / Society) on your UnionCloud site, you can also add more than one Group to the field.<br /> <br /> Once you have added the required groups to the box, you click the Download Report button, and it will generate a CSV File report for you for the groups in question as outlined below.<br /> &lt;br/&gt;<br /> <br /> ==Download Report==<br /> [[File:Group Committee Report - spreadsheet.PNG|thumb|An example of how the Group Committee Report Spreadsheet looks]]<br /> The Group Committee Report will create a CSV listing all of the '''current''' committee members for the Groups you listed. It provides the following information for each Committee Member<br /> <br /> *Group<br /> *Post Title<br /> *Port Type<br /> *Post Holder<br /> *Institution Email<br /> *ID<br /> *Start Date<br /> *End Date</div>

Charlotte Garratt