Difference between revisions of "Volunteering Setup"

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(Created page with "thumb|Here is the hierarchy works for running elections; Election, Category, Position. eVoting, Elections, Online Voting, Democracy. Whatever y...")
 
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[[File:ElectionsHierarchy.PNG|thumb|Here is the hierarchy works for running elections; Election, Category, Position.]]
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This is the section that will teach you all about the Volunteering Module, and how it works.
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eVoting, Elections, Online Voting, Democracy. Whatever you want to call it, this is the section that will teach you all about the eVoting Module, and how it works.
 
  
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You can read a separate guide on [[How to set up an election]] though for a step by step walk through.
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More thorough guides on the volunteering module can also be found via Zendesk: unioncloud.zendesk.com
  
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The Elections section is broken down into three distinct sections [[#Manage Categories|Manage Categories]], [[#Manage Positions|Manage Positions]], and [[#Manage Elections|Manage Elections]], the way to look at this is as follows, One election, can have multiple categories, and each category can have multiple positions stored within it. This is shown in the graphic on the right.
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The setup area for volunteering has 2 parts
  
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==Manage Categories==
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* Registration and Admin Questions
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[[File:Evoting ManageCategories.PNG|thumb|Screen showing all elections categories]]
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* Messages
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You create a category for each different type/ group of positions you wish to hold an election for, you may wish to group your elections in a number of different ways, for example you could create a category for, Full Time / Executive Officers, One for Part Time/Representation Officers, One for NUS Delegation Elections, One for Sports elections, One for Society Elections, or you could potentially even create a new category for every different club / society, the only difference here, is how they are grouped when shown on the End User Elections screen, which you can see examples off in the [[How to set up an election]] guide.
 
  
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[[File:Evoting Category Add.PNG|thumb|Adding a new category]]
 
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You can add a new category relatively easily, choose the 'Add Category' button below the grid to the left.  This will open a separate screen with two boxes to complete,
 
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*The Title of the Category
 
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::For example Exec Elections, Club Elections, Society Elections etc.
 
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*The Description of the Category
 
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::Try to make this fairly descriptive to stop anyone accidentally putting positions into the wrong category at a later point in time. This is particularly a problem if you have a number of different staff processing elections! Be as clear as possible.
 
  
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==Manage Positions==
 
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[[File:Evoting ManagePositions.PNG|thumb|Manage Positions Screen]]
 
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Each position is an individual elected role, now that doesn't necessarily mean it can only be one person, you can set the number of seats for a position when you are setting up an election, but for example you need to set up a unique position for each one you wish to run. Therefore, you can't just set up a 'President' position, and use it for all of your Clubs / Society elections. You would need to set up a 'President', that is a part of the 'Executive' [[#Manage Categories|Category]], and a Chess President, that is part of the Society Elections Category, or a part of a 'Chess Elections' Category if you set it up to be that granular. You will need to create the roles for each group. Though this only needs to be done once.
 
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[[File:Evoting Position Add Mapped.PNG|thumb|Add New Position Screen]]
 
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You can add a New Position, from the Manage Positions screen, by clicking the button on the bottom left, that will take you to the screen pictured to the side.
 
  
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==Registration and Admin Question==
  
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==Manage Elections==
 
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===List Elections===
 
  
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====Setup====
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The Registration and Admin Questions section splits into 4 different tabs
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====Add Categories====
 
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====Add Positions====
 
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====Add Standings====
 
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====Candidates====
 
  
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===Trigger Fast-Track Emails===
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* Organisation/Project Registration
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* Volunteer Registration
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* Profile setup
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* Admin Questions
  
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===Email Statistics===
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[[File:2018-04-20 1506.png|frameless]]
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===Organisation/Project Registration===
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UnionCloud will ask mandatory questions on your behalf when an organisation first registers with you, name of organisation, address, etc. Within the Organisation/Project Registration setup area you can ask your own specific questions that you would like to ask all organisations when they first register with you. You have the option through the 'action' box to make a question 'required' so you can make it mandatory for that organisation to provide an answer to your question and/or you can select the option for a 'file upload' on a question if you wanted an organisation to provide you with a certain document, for example a recent health and safety policy. This area is aimed to help you gain the most information you can from voluntary organisations at the point of registration.
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Like other areas of the site you can also configure the way in which people can provide responses to your questions through the 'display as' box where you can select 'single select dropdown', 'multi select dropdown', 'text box' and 'check box'.
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[[File:2018-04-20 1511.png|frameless]]
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===Volunteer Registration===
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This page is identical to the above page in the way it is setup but this is the page that your students will see and have to complete when they first register as a volunteer on your platform.
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[[File:2018-04-20 1513.png|frameless]]
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'''Profile Setup'''
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There is a two staged process to a student joining your Union as a volunteer, the registration process which is the page just covered above, then they have the option to continue and complete their 'volunteering profile'. Students can stop and save their information at the point of registration and can come back to complete their profile at a later point in time of they wanted to. BUT students will NOT be able to apply for a volunteering opportunity until they have completed their profile. (On the volunteering dashboard you can see the number of students that may have not completed their profile and you can contact these people through a dynamic filter in usergroups should you wish too).
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In the profile sections students are asked a series of questions, from 'areas of interest' to 'skills they'd like to gain'. Here in this setup section you have the ability to change some of the alias names (underlined in blue into different options that might be more appropriate for your Union. You can do this by selecting the edit icon presented next to each word.
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[[File:2018-04-20 1515.png|frameless]]
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===Admin Questions===
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Within this area you can setup specific questions that only an admin member of staff can see on a student volunteer profile. The way in which to amend this question functionality is the same as other areas of the site, (an explanation is detailed above in the 'organisation/project registration').
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[[File:2018-04-20 1518.png|frameless]]
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==Messages==
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Within the messages area you can configure some of the system generated, mandatory messages that are asked of both organisation and student volunteer at the point of registration. To edit these messages please select the edit icon on the right.
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[[File:2018-04-20 1524.png|frameless]]

Latest revision as of 14:26, 20 April 2018

This is the section that will teach you all about the Volunteering Module, and how it works.

More thorough guides on the volunteering module can also be found via Zendesk: unioncloud.zendesk.com

The setup area for volunteering has 2 parts

  • Registration and Admin Questions
  • Messages


Registration and Admin Question

The Registration and Admin Questions section splits into 4 different tabs

  • Organisation/Project Registration
  • Volunteer Registration
  • Profile setup
  • Admin Questions

2018-04-20 1506.png


Organisation/Project Registration

UnionCloud will ask mandatory questions on your behalf when an organisation first registers with you, name of organisation, address, etc. Within the Organisation/Project Registration setup area you can ask your own specific questions that you would like to ask all organisations when they first register with you. You have the option through the 'action' box to make a question 'required' so you can make it mandatory for that organisation to provide an answer to your question and/or you can select the option for a 'file upload' on a question if you wanted an organisation to provide you with a certain document, for example a recent health and safety policy. This area is aimed to help you gain the most information you can from voluntary organisations at the point of registration.

Like other areas of the site you can also configure the way in which people can provide responses to your questions through the 'display as' box where you can select 'single select dropdown', 'multi select dropdown', 'text box' and 'check box'.

2018-04-20 1511.png

Volunteer Registration

This page is identical to the above page in the way it is setup but this is the page that your students will see and have to complete when they first register as a volunteer on your platform.

2018-04-20 1513.png

Profile Setup

There is a two staged process to a student joining your Union as a volunteer, the registration process which is the page just covered above, then they have the option to continue and complete their 'volunteering profile'. Students can stop and save their information at the point of registration and can come back to complete their profile at a later point in time of they wanted to. BUT students will NOT be able to apply for a volunteering opportunity until they have completed their profile. (On the volunteering dashboard you can see the number of students that may have not completed their profile and you can contact these people through a dynamic filter in usergroups should you wish too).

In the profile sections students are asked a series of questions, from 'areas of interest' to 'skills they'd like to gain'. Here in this setup section you have the ability to change some of the alias names (underlined in blue into different options that might be more appropriate for your Union. You can do this by selecting the edit icon presented next to each word.

2018-04-20 1515.png

Admin Questions

Within this area you can setup specific questions that only an admin member of staff can see on a student volunteer profile. The way in which to amend this question functionality is the same as other areas of the site, (an explanation is detailed above in the 'organisation/project registration').

2018-04-20 1518.png

Messages

Within the messages area you can configure some of the system generated, mandatory messages that are asked of both organisation and student volunteer at the point of registration. To edit these messages please select the edit icon on the right.

2018-04-20 1524.png

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