GivePulse: Navigating Your Community Partner/Affiliate Account
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- Ralf Pitts
- 5 years ago
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1 GivePulse Community Partner Account Functions: Maintain your Organizational Profile to showcase who you are and what you do to the Regis community Manage your service learning opportunities: o Access student contact information immediately following student registration o Communicate directly with student volunteers, individually or as a group o Upload necessary volunteer documents required from students prior to service o Verify student volunteer hours online See instructions below on how to utilize all of the unique benefits of the GivePulse platform. Logging in to Your GivePulse Account 1. Type regis.givepulse.com into your web browser (no www or http) 2. Click Log In at the top right corner of the screen 3. In the pop-up box, click more options. **DO NOT choose Log in via Regis ** 1
2 4. Enter your and password. **If you have not yet claimed your account, select Forgot Password and follow the steps to change a password and log in again. 5. Once you are logged in you will be taken to your main account page. Select the Dashboard option at the top left corner of the page. 2
3 How to Edit/Manage your Organizational Profile: From your Dashboard: 1. Go to the Groups drop down at top of screen, and select your organization. 2. Click on the blue Manage button directly under your organization s name 3
4 3. On left side bar, click on Edit Group. 4. Review and edit information about your organization. You can use the tabs at the top to make changes/additions to your Basic Info, Logos, Causes, Social (social media links). Be sure to click on Update (blue button) at bottom of each screen to save changes. 4
5 To View/Change Administrative Users for your Organization: 1. On left sidebar, go to Users and select Manage Users from drop down. *If you simply want to add another administrator, you can go directly to Add Users in drop down menu. 2. The Manage Users screen will show you who has administrative capacities for your group on the GivePulse platform. To add another administrator for your organization, go to the Actions button at the top right, and select Add User from the drop down menu. 5
6 3. Enter the required information for your additional staff/administrator. Be sure to select Role Administrator in the drop down menu, and then click Add User button at bottom of screen. 4. To remove an administrative user from your organization, click the box beside that User and then select Archive Member from the drop down menu on the far right side of that user. 6
7 Student Volunteer Management: All service learning placements are referred to as Events in the GivePulse system. Each student group placed at your organization for service learning will be registered under an Event for which you are a Manager. You can access all student volunteer management functions through the events for which students are registered. Follow these steps to access your Service Learning Events: 1. From your Dashboard, go to the Events drop down and select Events I Manage. 2. This will take you to a page showing all Events (i.e. service learning placements) for which you are a supervisor. Select the proper event that you are managing. * Service Learning Events will be titled with: your organization name, service learning and/or the specific student group, and specific dates if applicable. 7
8 6. Click the Manage button under the event page title. 7. This will take you to your Event Dashboard, where you can upload required forms, access/communicate directly with student volunteers, and verify student hours. 8
9 Volunteer Paperwork: How to Upload required documents for student completion 1. From Event Dashboard, Select Documents on left side bar. 2. Upload document. Provide name for document and description as desired. Ensure Privacy Level is set to Public, and click Save at bottom right of screen. 9
10 Accessing student volunteer information: You will have access to student volunteer information immediately following registration via GivePulse. 1. To access student volunteer information, go to Registrations drop down on left side bar, and select Manage Registrations. 2. From here you will see all students who have registered for this particular event/service learning opportunity with your organization. *If you would like to save/print a list of all student volunteers, you can click on blue Actions button at top right and select Export Registrants. 10
11 Communicating with Students: 1. To send a message to all student volunteers: You can either follow steps above and select Message Registrants from the Actions drop down menu, OR you can go directly from your Event Dashboard by clicking on the Registrations drop down menu on left hand side and selecting Message Registrants there. From here you can send an to all students registered for this service learning placement. 11
12 2. To message individual students: a. Go to Registrations drop down on left side bar, and select Manage Registrations. b. Find student you would like to contact, and select Message from drop down menu on right side of student listing. c. From here you will be prompted to draft & send your message to the selected student. All messages will be sent to students Regis account. 12
13 3. To view/respond to student reflections: As students complete their service hours, they may include a reflection on their time with your organization. If you would like to read and/or respond to their reflections, follow these steps: a) Go to Impacts drop down on left hand side bar, and select Manage Reflections b) From here you can view student reflections, and send responses/comments to individual students by clicking on comment link at bottom right of each reflection. *You can also verify impacts from this screen. Verifying Student Hours: See Community Partner How to Approve Student Hours 13
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