Thank you for signing up for Organization- Launching for Fall Programs! An email invite with screenshare details has been sent to you!


Agenda:

  • Manually Archiving Records/Files  on Both Tabs 
  • Accessing Auto - Archiving
  • Doing a form review
  • Updating waivers
  • Updating Consents
  • Adjusting auto-reminders for the year
  • Deleting old groups
  • Difference between auto-reconfirms and manual reconfirms
  • Setting the API for this year


Download Launch Checklist


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Sign up Level 1 Training


Agenda: 


Dashboard overview:


  • Tabs
  • Statuses, Action Icons
  • Downloading records & files
  • Messaging- Including Roll Call
  • Merging Duplicates
  • Filtering
  • Reporting
  • Managing your Disconnected Tab
  • Admin tab (Adding admins manually)
  • Accessing records in Auto-archiving



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Agenda:


1. Organization Settings 


  • Basic Info page
  • Auto -reminders
  • Auto- reconfirms
  • Adding or updating Waivers
  • Adding or updating Consents
  • Check in Settings 
  • Health Screening Settings

2. Uploading Sheets for members & Admins


3. Using the App


  • Accessing Records & offline
  • Using the App- Setting up Sheets (Syncing )
  • Check in / w Health Screening
  • Viewing members questions
  • CICO Archives