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Conseil : Essayez de saisir un nom (par exemple champ personnalisé, bénévole, qualification, rapport, etc.) et un verbe (par exemple créer, modifier, supprimer, affecter, etc.) pour commencer.
       Évitez d’utiliser des mots courants tels que le/la/les, un·e, du/des, etc.

Consulter

[column span=”6″] Ressources

• Pour commencer
• Votre page d’accueil administrative (statuts, approbations, annonces aux utilisateurs, etc.)
  • Paramètres d’alerte pour les qualifications et les anniversaires
  • Texte personnalisé sur la page d’accueil
  • Annonce aux administrateurs
• Raccourcis clavier
• Ouvrir un nouvel onglet dans le même navigateur
• Oubli de mot de passe / Changer son mot de passe
• Aide en ligne, par téléphone et par clavardage
• Liens pour votre site web
• Liens utiles
• Glossaire des termes
• Utilisation de PageMonImpact.com – Le portail des bénévoles
• Copains Better Impact

Useful Tips / Troubleshooting:

• Avis : Troubleshooting Guide
• Avis : Frequently Asked Questions
• Avis : When You Can’t Find a Volunteer
• Avis : When a Volunteer Can’t See a Specific Activity (or something about your organization)
• Avis : Volunteer Can’t See an Activity to Sign Up / Log Hours / Start a Timeclock
• Avis : When You Can’t Edit a Person’s Contact Information
• Avis : How Do I Know When a Profile Was Updated?
• Avis : Filters (customizing what information you will see)
• Avis :Webpage is Not Loading Fully
• Avis : Send Us a Screenshot
• Avis : Product Suggestions Forum

Volunteer Impact Change Log (Lists of changes in the software) Titles indicate the focus of the release. Click to see everything that was added.

• Version 4.24 – Enhancements for Enterprise and Standard Edition
• Change Log History – List of all changes in the software

Activities (Usually things such as jobs, positions or opportunities, but can also be used to schedule orientations and training sessions)

• Add a New Activity:
  • Step 1 – Name, Description, Active Status, Hours Logging Permission, Group Signup Permission
  • Step 2 – Choose Schedule Options
  • Step 3 – Visibility, Self-Scheduling, Auto Lock Options
  • Step 4 – Choose Minimum Qualifications
  • Step 5 – Choose Feedback Questions
  • Step 6 – Choose Relevant Classifications
  • Summary: Create an Activity
• Copy Activity
• Edit Activity or Shift, Clean Up / Delete Shifts
  • Avis : Hide Specific Shifts From Volunteers
  • Avis : Edit an Activity or Shift While Assigning Volunteers
  • Add More Shifts to an Activity
• Change Schedule Type
• Edit Attributes of Multiple Activities in Bulk
• View / Print / Delete Activity

Activity Categories  (Groupings of Activities)

• Add New / Edit / Delete

Activity Shift Templates

• Add New
• View / Print / Edit / Copy / Delete

Administrators

• Add New
• View / Edit
• Archive / Un-Archive / Remove
• Make a Volunteer an Administrator
• Make an Administrator a Contact Person for Volunteers

Administrative Security Roles: Limiting Access to Menu Options

• Add New
• View / Edit / Delete

Anniversaries

• View Upcoming / Edit / Send Email
• Search / Report

Application Form

• Create Your Application Form
  • Avis : What Type of Fields Should I Use?
• View / Edit / Customize Your Application Form
• Disable / Enable Access to an Application Form
• Links to the Application Form

Assignments / Scheduling Volunteers

• Definitions: Sign Up, Assigned, Backup List
• Assign Volunteers to Current or Future Shifts:
  • Assign / Schedule a Volunteer From Their Profile
  • Assign / Schedule Multiple Volunteers
  • Assign / Schedule Volunteers From the Pending Signup List
  • See Who Has Signed Up For Your Activities
  • Assign / Schedule Volunteers From a Calendar Grid
• Assign Volunteers to Past Shifts:
  • Assign Volunteers to a Shift That Occurred in the Past
  • Assign / Schedule Volunteers From a Calendar Grid
• Manage Schedule Overlaps / Double Bookings
• View Assignments / See Who is Scheduled
• Email Monthly Schedule to a Volunteer
• Confirm / Unconfirm Assignments / Automatic Confirmation
• Remove One or More Volunteers From an Assignment
• Group Scheduling
• Add a Volunteer to the Backup List / Assign Volunteers From the Backup List
• Remove Volunteers From the Backup List
• Related Settings:
  • Show Number of Shift Openings to Volunteers
  • Allow Volunteers to See Who Else is Assigned

Anniversaires de naissance

• View Upcoming / Edit / Send Email
• Search / Report

Committées (Email lists that volunteers can use)

• Add New
• Edit  / View / Delete
• Add Volunteers to a Committee

Champs personalisés

• Add New
• View / Edit / Move / Delete

Custom Field Entries in a Profile

• Update Volunteer Profiles / Making Bulk Changes
• Upload a File to a Volunteer’s Profile
• Approve / Reject Updates by Volunteers

Document Library

• Add New Documents
• View / Edit / Delete
• Valid File Types (Library and Custom Fields)

Courrier électronique

• Volunteer Communications Overview
• Send Email
• Restore a Draft of an Email
• Email History
• Email Template – Add
• Email Template – View / Edit / Change Module / Delete

Email to a Mobile Device

• Send a Mobile Email Message

Text Messaging

• Send a Text Message
• Text Message History

Email Notifications

• To Administrators
• To Volunteers

Feedback Fields

• Add New
• View / Edit  / Move / Delete
• Reports / Monitor Text Feedback

[/column] [column span=”6″] General Availability

• View / Update Volunteer Profiles

General Interests

• Add New
• View / Edit / Delete
• Custom Title for General Interests Section

Hours Logs

• Log Hours and Historical Hours (done by an Administrator)
• Starting the Timeclock for a Volunteer
• Approve / Edit / Delete (Reject)
• Reports
• Hours Reports for an Individual Volunteer
• Related Settings:
  • Permissions and Settings for Volunteers to Log Hours (if approval is required, default date settings)
  • Enable Volunteer Mobile Timeclock
  • Allow Volunteers to See Their Recorded Feedback Fields

Modules

• What are Modules?
• Add a Profile to a Module

Organization Settings

• Basic Contact Information About Your Organization
• Mission Statement
• General Settings
• Security Settings
• Application Form Settings and Customization
• Social Media Settings (Twitter, Flickr, Facebook)
• Controlling Where A Timeclock Can Be Started
• Track Traffic on Your Public Page with Google Analytics
• Customize the Appearance of the Volunteer Interfaces:
  • Banner Management
  • Branding
• Background Checks: Integrating with “Verified Volunteers”

Qualifications

• Add New
• View / Edit / Move / Delete
• eLearning Modules

Qualification Field Entries in a Profile

• Add / Update Information / Make Bulk Changes
• Approve / Reject Updates by Volunteers
• Expired / Expiring

Reports

• Hours and Feedback:
  • Hours Reports
  • Feedback Field Reports
  • Trend Analysis Reports
• Signups and Assignments:
  • Schedules / Rosters (volunteers assigned to activities)
  • Signups (volunteers that have requested to be assigned to activities)
• Information About Your Volunteers:
  • Report on Volunteer Profile Contents
  • Note Log Entries Export
  • Phone Lists
  • Mailing Labels
  • View a Volunteer’s Age and Years of Service
  • Report (Nametags, Badges) on Profile Photos
• Combining Information from Multiple Exports:
  • Report on Information from Multiple Exports

Searches

• Basic Search
• … by Activity Category, Activity and Activity Shift
• … by Birthday
• … by Age
• … by Application Form
• … by Classification
• … by Committee
• … by Contact Information (name, address, telephone, email, username)
• … by Custom Fields
• … by Date of Birth
• … by Date Joined (Volunteer Date Joined)
• … by Date Volunteer Status Changed
• … by Login Date
• … by Feedback Fields
• … by General Availability
• … by Hours Logged
• … by Interests
• … by Note Log Entries
• … by Qualifications
• … by Schedule Dates
• Save / Edit a Search
• Pinned Searches
• Dynamic Date Search
• Quick Search / Edit a Profile

Text Editor

• Formatting in Text Editor Fields
• Insert Images and Files Into Text Editor Fields
• Insert Videos Into Non-Email Text Editor Fields

Timeclock

• Setup and Permissions
• Monitor Volunteers on the Clock
• Start / Stop the Timeclock for a volunteer
• Edit / Update / Delete a Timeclock Entry

Volunteer Profiles

• Volunteer Profile Structure
• Volunteer Profile Note Log
• Configure Volunteer Profile Section Headers
• Create New Profiles
  • Add a New Person (volunteer, client, etc.)
  • Add a New Group Profile
  • Import Multiple Profiles
• Quick Search / Edit a Profile
  • Search / Edit a Non-Archived Profile
• Contact Details
  • Update Contact Information – username, password, email, telephone, etc.
• Custom Fields
  • Add / Update Information in a Profile
  • Approve / Reject Updates by Volunteers
  • Configuration :
    • Add New Custom Field
    • View / Edit / Move / Delete
• Qualifications
  • Add / Update Information in a Profile
  • Approve / Reject Updates by Volunteers
  • Configuration :
    • Add New Qualification
    • View / Edit / Move / Delete
• General Availability
  • View / Update Volunteer Profiles
• General Interests
  • Update Information in a Profile
• Miscellaneous
  • Update Profile Status, Date Joined, Application Information, Hours Permissions, Group Settings, etc.
• Upload a File to a Volunteer’s Profile
• Manage Duplicate Volunteer Profiles

Volunteer and Administrator Statuses

• How They Are Used
• Change the Status of Volunteers
• Manage Applicant / In Process Volunteers
• Archive Volunteers
• Un-Archive (Reactivate) Volunteers
• Remove Volunteers

Volunteer Portal (MyVolunteerPage.com)

• Your Message to All Volunteers
• Your Message to One Volunteer
• Photos (via Flickr), Twitter Feed, Facebook Feed
• View the Volunteer Portal as a Volunteer

Technical Information

• Technical Specifications for IT Departments
• Build an API
• Create an API Key

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