Administrator s Guide

Transcription

1 Administrator s Guide Contact: support@mobileserve.org SUMM.2016

2 Table of Contents How To Access the Admin Dashboard... 3 Home... 3 Organization Overview... 3 Users... 4 Invite Members... 4 View Member Details... 6 Sub Orgs... 6 Create a New Sub Org... 7 Events... 7 Create A Service Opportunity... 7 View or Update an Event... 9 Service Logs View Completed Service Logs Approve or Reject a Service Log Add Logs on Behalf of Members Export Service Logs Photos Reports Download Individual Infographics: Build a Report Settings Add / Modify Service Categories MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 2

3 How To Access the Admin Dashboard From the main menu of your MobileServe account, select "Dashboard." OR, go directly to the dashboard on any internet connected device at: Home Organization Overview The Organization Overview is your Dashboard home and provides a quick glance at your organization. If you have any sub-organizations, they ll be listed at the bottom of this page. Tips Filter the data by date in the top right corner. Hover over a Service Category to see total number of hours for that category. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 3

4 Users In the Users section, you can invite and manage users. The User Management page shows basic contact information as well as total service hours each user has contributed to date. Tips User Management provides a quick glance at who has or hasn t logged hours. Sort by Total Hours by clicking the column title. Use the Search box to quickly find a specific user. Invite Members You have 3 options to invite users: enter addresses, upload a list, or them directly. To Invite Users By Entering Addresses This option is best if you don t have a lot of addresses or for one-off invites. In Users, go to Invite Users. Enter the user s contact information. If entering multiple addresses, separate with a comma. Check the Admin box if the new user(s) should be an administrator of the organization. Select Send Invites. When the user creates an account through the link in the , he or she will automatically be linked to your organization. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 4

5 To Invite Users via List Upload This option is best if you re inviting several new users. Create a list of addresses in any spreadsheet program. Note: We do not need names, and the file type doesn t matter. o Indicate if any of the users should be an administrator. o If you have sub orgs, indicate which users belong to which sub org. the list to: jacy@mobileserve.org The users will receive an invitation. When they create an account through the link in the , they will automatically be linked to your organization. To Invite Users Directly You can bypass the in-app invitations, and simply provide your org code to your users. This option is best if you want to personalize the or if you think people may delete (or not read) an that comes directly from MobileServe. They can create MobileServe accounts and add the code during signup or at any point in their Settings. Invitation MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 5

6 View Member Details From the Users page, select View next to a user s name to go to their profile page, which lists all service logs. On the profile page, select View to see all available details of the specific log. o You can Accept or Reject the log on this page, although it s not required Sub Orgs In the Sub Orgs section of your Dashboard, you can create and view sub-organizations. The default page shows a list of your existing sub orgs and their total hours. Clicking Go To next to a name will take you to that sub org s Dashboard. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 6

7 Create a New Sub Org From the Sub Orgs page, select Create Sub Org and enter the name. Once created, the name will appear on the main Sub Org page. You can manage the sub org (e.g. invite users, view the sub org s code, etc.) by going to its Dashboard. Events Create A Service Opportunity The Events tab allows your organization and each sub-org to invite users to a service project or to create multiple service opportunities throughout the year. From the Events tab in the lefthand menu: Select Create Event Enter your event details By default it's set up to the invite to all members in your chapter. If that s accurate, select Add the New Event. If you'd like to restrict the invite to only some members uncheck the "Everyone is invited box. o A search box will appear and you can enter names, individual addresses and/or suborganization names. The app will provide suggestions as you type. When you click "Add the New Event" users will receive an invitation and the event will automatically be added to their Events section in the app. Users have the option to RSVP, but it is not required. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 7

8 Event Invite MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 8

9 View or Update an Event From the Events tab: Click View next to the event you d like to change or review. To make changes, click Update on the next page MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 9

10 Service Logs View Completed Service Logs The Service Logs section shows every log that has been submitted, whether it was verified by a supervisor (and how it was verified), and whether you have approved or rejected it. To see details of a Service Log: Click View next to an individual log Tips Filter by date to limit the results. Search for a user name or service organization to isolate specific logs. Sort by Status to easily see which logs are awaiting your approval. Approve or Reject a Service Log The Service Logs section shows the status of every log. To review the log for approval: Click View next to an individual log. Check the box next to the category you re reviewing (there will only be more than one category if the user belongs to more than one organization). Select the Actions button. o Select Approve or Reject in the dropdown. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 10

11 o If you Approve the log, a check mark will appear in the log. o If you Reject the log, a box will appear, giving you the option to explain why you re rejecting the log (you are not required to comment). The user will receive an with a link to the log and the explanation. The user can edit their log and resubmit it for approval again. Add Logs on Behalf of Members Admins can create logs on behalf of an individual, a group, or the entire organization. This feature is useful when all members participate in a single event or when adding past hours. From the Service Logs page: Select Bulk Create. Enter log details. If you d like to create the log for all members, check the Create for Everyone box. o Select the Bulk Create button at the bottom of the page. If you want to create the log for one person or only some members, leave the box unchecked. o In the Search box, type in a member s name and select the correct result. The user will be added to the box below. You can remove a user by hovering over clicking the x in the top right corner. o When you re finished adding users, select the Bulk Create button at the bottom of the page. Export Service Logs Admins can export service log data to a.csv file. The file is ed to you (it s sent to the address associated with your MobileServe profile). From the Service Logs page: To export only some logs, check the box next to those logs. Select the Export button in the top right. o Choose Selected Logs in the dropdown. To export all logs, select the Export button in the top right. o Choose All Logs in the dropdown. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 11

12 Photos Users can include photos when logging their volunteer time, and they have the option to push them to their social media channels. All photos taken by your members will appear in your Dashboard in the Photos section, regardless of whether the member posted it elsewhere. Clicking on any photo will take you to the service log it is attached to, so you can easily read the story behind the image. Reports The Reports section of your Dashboard lets you download individual infographics or combine them for a custom report. All image are downloaded as.png files. Download Individual Infographics: Under Build Report, click on one of the options. Click Download Infographic. Click on the option header again to remove it. Build a Report Under Build Report, click all the data points you want to include. The report is built in real-time, so you can see what it looks like to add or remove the data points. Click Download Infographic. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 12

13 Settings Your Settings page shows your Organization name and Service Categories. Add / Modify Service Categories You can add service categories, turn categories on and off, and remove categories. From the Settings page: To add a category, type the name into the blank box and hit the + incon. To change the name of a service category, select the pencil icon next to the name. o Enter the new name & hit enter To change the visibility of an existing service category, check or uncheck the Visible box. o Note: If a category is invisible, users cannot use it in future logs. Any past logs assigned to that category will continue to show up in that category in your reports. To delete a category, select the trash icon next to the name. o If there are hours in that category, you will receive a message asking you to reassign them to a different category. o Note: If you deleted a category, it will not show up in any reports. MobileServe 739 E. Oak St. Suite #4 Louisville, Kentucky P age 13