Difference between revisions of "Help for Coordinators"

Revision as of 01:51, 9 July 2018 (view source) Eric (Talk | contribs) (→‎How Do I...?) ← Older edit		Revision as of 01:51, 9 July 2018 (view source) Eric (Talk | contribs) (→‎Reports) Newer edit →
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	=='''Reports'''==		=='''Reports'''==
	Reports are the result of filters that define the criteria for the report.		Reports are the result of filters that define the criteria for the report.
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	* [[Member Accounts]] - summary of exchanges and hours by member		* [[Member Accounts]] - summary of exchanges and hours by member
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	==== Members ====		==== Members ====
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	[[Category:Members]]		[[Category:Members]]
	[[Category:Reports]]		[[Category:Reports]]
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	==== Birthdays ====		==== Birthdays ====
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	[[Category:Members]]		[[Category:Members]]
	[[Category:Reports]]		[[Category:Reports]]
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	==== Summary Information ====		==== Summary Information ====
	* Membership totals, exchange totals, hours totals can be found in the [[TimeBank Coordinator Dashboard]]		* Membership totals, exchange totals, hours totals can be found in the [[TimeBank Coordinator Dashboard]]
	[[Category:Reports]]		[[Category:Reports]]
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	==== Special Reports ====		==== Special Reports ====

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Revision as of 01:51, 9 July 2018

Coordinators: Responsibilities, Permissions and Activities

See the details at:

Coordinator Permissions

Coordinator Communications

Membership

Applying for Membership

There are two ways for a prospective member to get a new Community Weaver account:

• A Member Coordinator may Invite a new member to join the timebank.
• A member of the public may apply to join. An Admin Coordinator may disable this option.

For more details see Applying Members

Selecting Members from a List

• A coordinator can select or deselect members by filtering the list of Members

Acting on Behalf of a Member

• A coordinator can temporarily Become a member to act for them.

Guardian Angel Mode

• A Guardian Angel is a member who is given the access to observe and to act as another member, who needs special assisitance.

Create and Manage Site Content

Alerts

An alert is an urgent announcement. Its title will be shown at the top of the Sidebar below a red title banner. All coordinators can create and edit alerts.

• List existing alerts
• Post or edit an alert

Pages

A page is an informational web page within CW3. Its title may be shown in the Sidebar.

• List existing pages
• Create or edit a page

Links

A link goes to a web page outside CW3. Its title may be shown in the Sidebar.

• List existing links
• Add or edit a link

News

A news article's headline may be shown in the Sidebar. News articles were called announcements in CW 2.

• List existing news articles
• Create or Edit a news article

Events

An event is a calendar entry. It may be shown on the TimeBank Home Page.

• List existing events
• Post or edit an event

Site Setup

Most configuration options are available under the Menu Bar's gear icon.

Home Page

The coordinator can configure the appearance, content, and visibility of the home page.

• Home Page Settings

Identity, Features, and Time Zone

• General Settings

Signup Requirements

• Signup Settings

Logo, Colors, and Fonts

• Design Settings

Lists

Add, edit, or remove service categories, cities, counties, affiliations, community time banks, or contact forms.

• Lists

Email Notifications to Members

Set the subject line and body text for broadcast emails sent to members.

• How to Customize Email Notifications

Reports

Reports are the result of filters that define the criteria for the report.

Exchanges

• Exchanges by Service Category

• Member Exchanges by date, member, or amount

• Member Accounts - summary of exchanges and hours by member

Members

• New members, applicants, applicants with unverified email address, members with no offers or requests can be found in the TimeBank Coordinator Dashboard

Birthdays

• Member Birthdays

Summary Information

• Membership totals, exchange totals, hours totals can be found in the TimeBank Coordinator Dashboard

Special Reports

• Using the lists of Members, Member Exchanges, Member Birthdays and Service Ads with the filter features satisfy most coordinators' information needs. Additionally coordinators can [Export|export]] the timebank data csv (comma separated values) files which can be read by any dATabase or spread sheet program. This can be very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis or if you want to make filters and searches that are not built into Community Weaver.

How Do I...?

Select Multiple Members, Exchanges, or Ads

• You probably want to select a number of members, ads or exchanges in order to do a further actions with the list that is selected. There are two ways to select multiple members, service ads or exchanges in a list.

View Applying Members

The default list of members shows all enabled accounts that are members (approved). It does not show non-members (not approved) and does not show disabled accounts.

There are two ways to view a list of applying members.

A) Use the pre-configured filter that creates a report.

1. Go to the GEAR icon
2. Click on Dashboard
3. Click on the the report
4. Under the section "Member Reports"
5. Click on "applying members all"

B) Create the filter yourself.

1. Go to the list of Members
2. Open the filter for "Roles" and choose "Applying members"instead of Members."

Note: It may be confusing that the list of members does not show you the date that the member joined Community Weaver. If you change the ascending/descending date order you can use the "Last seen" information to help you guess which order of date joined you are looking at.

Configure Member Privacy

• Configure privacy settings.

Send a Broadcast Email

1. Select the addressees from the Members list.
2. Click Member Actions then Compose broadcast email.

Review Broadcast Emails

• List, re-send, or delete Broadcast Emails sent to members.

Make Sections of the Home Page Visible

• Make home page blocks viewable or not viewable via Home Page Visibility Settings

Export Data to a Spreadsheet

• Using the filters in the lists of Members, Member Exchanges, Member Birthdays and Service Ads satisfy most coordinators' information needs. But spreadsheet exports are very handy when you need to rearrange, format, or combine information for a special purpose such as a mailing list or data analysis.

Remove Misspelled Cities

• On the Members list, the 'Cities' filter lists the cities of all members. Any misspelled city in the list is caused by a misspelled city in the profile of either an enabled member or a disabled member. To correct the misspelled city:

1. Clear all filter settings in the Members list.
2. Change the Enabled/Disabled filter to 'All'.
3. Select the misspelled city and click the magnifying glass to search for the member whose profile has the misspelled city.
4. Correct the city's spelling in the member's profile.

Delete Members

We recommend that you do not delete members but just disable the member's account. Why? If you delete the account of a member that has participated in one or more recorded exchanges, then

• you will loose statistical data of your timebank,
• those exchange records will loose a partner
• the exchange certificate will not show that person.

Therefore Community Weaver prevents deleting members is they have a recorded exchange.

Known CW 3 Issues

• Known Issues for Members using CW3
• Known Issues for Coordinators using CW3
• Known Issues for Coordinators Migrating from CW2 to CW3

How to Migrate from CW 2 to CW 3

Go to the Migration Guide