Difference between revisions of "Volunteering Setup"

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More thorough guides on the volunteering module can also be found via Zendesk: unioncloud.zendesk.com  
 
More thorough guides on the volunteering module can also be found via Zendesk: unioncloud.zendesk.com  
  
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The setup area for volunteering has 2 parts 'Registration and Admin Questions' and 'Messages'.
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The setup area for volunteering has 2 parts  
  
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The Registration and Admin Questions section splits into 4 different parts, Organisation/Project Registration, Volunteer Registration, Profile setup and Admin Questions.
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* Registration and Admin Questions
 +
* Messages
  
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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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==Registration and Admin Question==
  
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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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The Registration and Admin Questions section splits into 4 different tabs
  
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'''Profile Setup'''
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* Organisation/Project Registration
 +
* Volunteer Registration
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* Profile setup
 +
* Admin Questions
  
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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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[[File:2018-04-20 1506.png|frameless]]
  
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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 (the words in red italics) 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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'''Admin Questions'''
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===Organisation/Project Registration===
  
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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').
+
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.  
  
−
'''Messages'''
+
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'.
  
−
Within the messages area you can configure some of the system generated, mandatory questions that are asked of both organisation and student volunteer at the point of registration.  
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[[File:2018-04-20 1511.png|frameless]]
  
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==Volunteering Setup==
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===Volunteer Registration===
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==Manage Volunteers==
 
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==Manage organisations/projects==
 
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==Manage opportunities==
 
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==Dashboard==
 
  
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The Volunteering dashboard gives you a comprehensive view of key information in the performance of your volunteering module and has three main sections to it:
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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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1) Organisation/Project Summary
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[[File:2018-04-20 1513.png|frameless]]
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2) Opportunities Summary
 
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3) Volunteers Summary
 
  
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Both the Organisation/Project Summary and Opportunities have graphs to display activity which you can print and/or download in different formats by selecting the small 3 lines (the hamburger menu) in the top right hand side of each chart.
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'''Profile Setup'''
  
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At the top of the dashboard you also have a date picker so you can customize your dashboard to display certain results within a specific time frame if you wanted to.
+
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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'''1) Organisations/Project Summary
+
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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'''
 
  
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'''Registered''': How many organisations have registered with your Union
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[[File:2018-04-20 1515.png|frameless]]
  
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'''Approved''': How many organisations have been approved by your Union
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===Admin Questions===
  
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'''Declined''': How many organisations have been declined by your Union. (PLEASE NOTE: If an organisation has registered and there is not a fundamental reason for you declining them and it it only a case that some information needs amending, rather then declining the organisation, please take the time to e-mail the organisation informing them instead what they may need to do to rectify their registration. Once an organisation has been declined, the organisation would almost become 'black-listed' so they could not register again with the same details).
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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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'''Pending''': The number of organisations that are waiting to be approved/declined.
 
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'''2) Opportunities Summary'''
 
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Registered: How many opportunities that have been registered
 
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Approved: How many opportunties have been approved
 
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Declined: How many opportunities have been declined
 
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Expired: How many opportunities have expired (an organisation can set expiry dates on an opportunity for when they want to stop promotion of an opportunity)
 
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Closed: How many opportunities have been closed (this is when an admin member has chosen to close an opportunity)
 
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Active: This is the number of opportunities that are live which students can sign up for and will be the available number displayed on the front end of your volunteering module on your Union website (opportunities that are within the expiry dates that an organisation would have selected).
 
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Pending: Opportunities that are still waiting your approval to be approved or declined.
 
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Areas of interest/Desirable skill/Mandatory skill/Skills volunteer can gain
 
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There are many tabs that sit underneath the Opportunities Summary, all are listed above. Each tab has a number within it which shows you how many opportunities fall within each category. This area is really useful for you to compare with similar tabs that sit under the Volunteers summary as it provides an indicator as to whether your service is meeting your students demands/interest.
 
  
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'''3) Volunteers Summary'''
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[[File:2018-04-20 1518.png|frameless]]
  
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Volunteers registered: This is the number of students that have registered as a volunteer and are eligible to sign up to any opportunity
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==Messages==
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Volunteers yet to complete profile: This is the number of students that haven't completed their profile, the extra pages to registration where information on skills, activities interested in etc is gathered. Students cannot sign up to a volunteering opportunity until they have completed their profile. You can contact these students and encourage them to complete their profile through creating a dynamic usergroup where there is a volunteering filter to select those students who haven't completed their profile.
 
  
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Areas of interest/Activities I'd like to do/Skills I have/Skills I'd like to gain
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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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These tabs show you where all you student volunteers interests lie. This area is really useful for you to compare with similar tabs that sit under the Opportunities summary as it provides an indicator as to whether your service is meeting your students demands/interests.
 
  
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==Manage reports==
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[[File:2018-04-20 1524.png|frameless]]
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==Upload organisation/project==
 
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==Volunteer awards==
 

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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