California Naturalist Volunteer Portal. A Quick User Guide to the New Volunteer Management System 3.1

Transcription

1 California Naturalist Volunteer Portal A Quick User Guide to the New Volunteer Management System 3.1

2 VMS: The New Look Search, Notifications, Help and link to your Profile Your program Main menu listing News feed Summary of your hours and events

3 Getting Started: Forgot Password

4 Forgot Password 1) Select Forgot Password? 2) Enter your address. Click Request Login . 3) An granting access will be sent to your address. Please allow a few minutes for the to arrive. 4) Open and click on link. 5) Enter a new password, retype it, and click on Save Password.

5 Getting Started: Edit Your Profile

6 Edit Your Profile Customizing your VMS profile lets your fellow volunteers learn more about you. 1) Select your name in the upper right hand side of the screen. Select My Profile. 2) Fill out as much detail or as little as you feel comfortable with. 3) If you prefer, you can choose to make your contact information private. This hides everything other than your name and address from other volunteers. Your Program Admin will still be able to view your complete information, however. Select the Private checkbox. 4) Select Save.

7 Getting Started: Add Hours

8 Add Hours Adding your hours is essential to making sure your volunteer work is being recorded properly. 1) Click Hours on the left hand navigation. 2) Click +Add Hours. 3) Is this project a Calendared Event? If YES - Select See all events and select the event. If NO - Enter the event title. 4) Add an Event Description 5) Enter the organization you volunteered with. If you ve volunteered with them before, select My Previous Organizations and select the organization. 6) Enter the location. 7) If applicable, select the Project your hours need to be applied. You instructor can add new projects. 8) Select the event Category (see descriptions in notes).

9 Add Hours 6) Enter your Volunteer Hours and any Miles Driven to and from the event. 7) Report any Activity Impact or Contact Information you may have gathered at the event. 8) Enter any relevant Comments / Notes. 9) Click Save Hours.

10 Calendars: View My Events

11 View My Events View events you've volunteered for. 1) On the home screen, you can see a quick view of your events in the Your Calendar block. 2) You can also click Calendar on the left hand navigation. 3) Then click the My Events tab.

12 Calendars: View All My Events

13 View All My Events View all volunteer events. 1) Click Calendars on the left hand navigation. 2) Then click the All Events tab.

14 Calendars: View Single Project Events

15 View Single Project Events View all volunteer events. 1) Click Calendars on the left hand navigation. 2) In the main Calendar View select a Project.

16 View Single Project Events 3) This will display only that single project's Events. 4) You can use the My Events toggle to hide or show your Events on the Calendar.

17 Photo Album: Create a Photo Album

18 Create a Photo Album 1) Click Photo Albums on the left hand navigation. 2) Click Create Photo Album on the upper right hand side of the screen.

19 Create a Photo Album 3) Enter a name for your album and click Create Album. 4) Browse Files or drag and drop files. 5) You'll then be prompted to upload your photos.

20 Photo Album: Add Photos to an Existing Album

21 Add Photos to an Existing Album Upload or edit photos in an existing album. 1) Click an existing Album. 2) Click Edit Photo Album.

22 Add Photos to an Existing Album 3) Enter a name for your album and click Create Album. From this screen you'll be able to: Change your album's name or delete the album. Delete individual photos or change their order in the album. Add new photos.

23 Roster: View Roster

24 View Roster View all your program's volunteers. 1) Click Roster from the left navigation. 2) The roster list will show you each volunteer's full name, home city, address, and the date they joined the program. 3) You can view their individual profile by clicking their name. 4) Click their address to send them an .

25 Additional quick tips and VMS help guides Click on the?