2018 Nut & Candy Sale TROOP Timeline. Order taking online ordering starts. Deliveries to Area delivery stations

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Lambert Brown
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1 2018 Nut & Candy Sale TROOP Timeline in August/September in September September 28 October 12 October 31, Nov.1, 2 November 10 November 28, 29, 30 December 7 December 9 Area Coordinator distributes sale materials and trains Service Unit Managers Service Unit Managers train Troop Managers Troop Managers train girls and parents Order taking online ordering starts Troops enter orders by using the Ashdon Farms website UNIFY MIDNIGHT LOCKOUT Deliveries to Area delivery stations Service Unit Reorder Deadline DEADLINE FOR PLACING REORDERS Reorder deliveries to Area delivery stations Money to troops for ALL girl orders SALE ENDS Troop paperwork & Payment to Service Unit Managers

Logging into UNIFY - All users should login using your council custom URL

password Switch Roles - All Dashboards are accessible from one email

header identifies your current dashboard location.

2 Logging into UNIFY - All users should login using your council custom URL Enter your address Enter your password Click Get Help to reset your password Switch Roles - All Dashboards are accessible from one address Users with multiple roles can switch between dashboards The black header identifies your current dashboard location. Users with more than one troop can change troops by selecting Switch Troop from within the Troop Dashboard 2

Rewards Manage Orders Girl Order View product orders by Girl View In-person orders added by Girl (if council allows) or Troop Leader Direct shipped orders are

displayed with Online Orders Girl Delivered View Product Summary and Transfer item list Add/Edit product orders by Girl Save and continue Girl - Select Rewards

3 During the Sale Manage Orders Manage Orders - Service Units & Troops Hover over Service Unit name to see a sales summary popup and drill down to Troop level Click edit to access Troop data, order status, sales summary and drill down to Girl level Click edit to access Girl sales summary, open Girl Order and Select Rewards Manage Orders Girl Order View product orders by Girl View In-person orders added by Girl (if council allows) or Troop Leader Direct shipped orders are automatically included with Girls order and displayed with Online Orders Girl Delivered orders (if offered) are automatically included with Girls order and displayed with Online Orders Girl Delivered View Product Summary and Transfer item list Add/Edit product orders by Girl Save and continue Girl - Select Rewards View rewards & choices by level earned View chosen & earned rewards by Girl Choices may be selected prior to earning Edit reward choices for Girl Save and continue 10

4 Troop Dashboard Overview The UNIFY Troop Dashboard is a simple solution for troop volunteers to manage the Fall Product Program. Troop volunteers have all their tools in a single software to monitor, encourage and support each girl s business experience. Burger Menu MY INFO Location of troop user s contact details and login information to UNIFY. This is where troop users can change their passwords and update their contact information. 59 MINUTE QUICK START Direct access to this amazing troop activity that develops people skills and is proven to help troops increase their year-over-year sales and girl participation. DELIVERY Access to view/print girl and troop product and girl reward delivery tickets. Contact information visible for Delivery Station Manager for troop product pick-up. FINANCIALS Financial transactions for the troop are recorded. MANAGE ORDERS Add/edit product orders and girl rewards for each of the girls within the troop by the council deadlines. Direct shipped items and girl delivered items (if applicable) are

automatically added to each girl s order. Manage girl payments to the troop and track each girl s balance due to the troop. MESSAGING Email one or more girls/parents within the troop.

5 automatically added to each girl s order. Manage girl payments to the troop and track each girl s balance due to the troop. MESSAGING one or more girls/parents within the troop. Also post notes that appear when the girl user logs into UNIFY. MYCREATION Troop user can build their own MyCreation with all categories unlocked and the ability to earn (if applicable) their very own MyPatchCreation at the council set level. ROSTERS Troop Tab Troop user can see all the troop volunteer users with accessibility to troop along with role designation. Ability to edit troop details and/or assign additional troop users. ROSTERS Girl Tab Troop user can see all the girls within the troop. TRANSFERS Troop user can transfer products between girls or between girls and the Troop Cupboard (if applicable) before the girl reward order is placed by council. Troop to troop transfer of products. REPORTS Access to troop and girl level reports. SWITCH ROLE Since all Dashboards are accessible from one address, a user has the ability to switch between Dashboards. If the user has more than one troop, they can change between troops under this menu. If the user has one or more girls in Girl Scouting, they can also access the Girl Dashboard(s). TAKE ACTION PROJECT For troops with a Take Action project, identify the icon that best represents the project along with a vision statement and project description. Take Action projects for the entire council are visible on the Take Action Storyboard and a mention of the project is also included in girl s going to friends and family. GIRL ACTIVITY See how each girl is participating online with visibility of their MyCreation avatars, online sales, use of online tools and online patch earning.

6 Trefoil Icon- Troops are able to view troop sale stats, messages from their Service Unit (or applicable name) Product Manager, view the nut order taker, access council program information, see online council trainings and view nutritionals. Calendar Icon Troops see important upcoming girl and troop dates/deadlines.

Girl Dashboard Overview The UNIFY Girl Dashboard is a simple solution to manage the Fall Product Program. Girls have all their tools in single software to customize their business experience.

7 Girl Dashboard Overview The UNIFY Girl Dashboard is a simple solution to manage the Fall Product Program. Girls have all their tools in single software to customize their business experience. Burger Menu MY INFO Location of Girl Scout s troop, membership and login information to UNIFY. This is where a girl can change her password and update her name. COMPOSE MESSAGE Girls have the ability to personalize their messages, set a goal, include a video and select an image or add a selfie. S Girls those they would like to offer the opportunity to support them. If you are a council that is doing girl delivered nuts, this is also where the girl can select the nut icon to include the girl delivered option in the going to friends and family. TEXT & SHARE Girls can text, Facebook or Tweet the opportunity to support them. There is also the ability to print business cards. MYCREATION Girls can build their own MyCreation with the opportunity to unlock categories and earn their very own MyPatchCreation at $ in sales. SELECT REWARDS Girls are able to select their rewards. REPORTS Access to girl level reports.

SWITCH ROLE Since all Dashboards are accessible from one email address, a user has the ability to switch between Dashboards.

8 SWITCH ROLE Since all Dashboards are accessible from one address, a user has the ability to switch between Dashboards. If the user has more than one Girl Scout, they can add additional girls or change between girls under this menu. Trefoil Icon Girls are able to view sale stats, messages from their Troop Product Manager, view the nut order taker, access council program information, see online council trainings and register as a Girl Scout. Calendar Icon Girls see important upcoming dates/deadlines.

Troop Unify Training

Troop Unify Training Logon to Unify and click on green Trefoil Then click on Program Info Click on Online Training A list of all the training videos available Uploading girls in Unify Troops will not be