vTools Overview IEEE Region 8 Student & Young Professional - - PowerPoint PPT Presentation

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vTools Overview IEEE Region 8 Student & Young Professional - - PowerPoint PPT Presentation

vTools Overview IEEE Region 8 Student & Young Professional Congress Regensburg, Germany August 2016 Essa Basaeed United Arab Emirates Section 12-CRS-0106 REVISED 8 FEB 2013 MGA vTools Committee member 2 V olunteer Tools 12-CRS-0106


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vTools Overview

IEEE Region 8 Student & Young Professional Congress Regensburg, Germany August 2016 Essa Basaeed – United Arab Emirates Section MGA vTools Committee member

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Volunteer Tools

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Web applications designed to

assist volunteers

in managing their activities

member development &

engagement

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Overview

  • Introduction
  • vTools website
  • Events
  • Officer Reporting
  • eNotice
  • Voting
  • Vitality Dashboard

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Introduction

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Introduction

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IEEE Board of Directors Member and Geographic Activities Board IT Coordination and Oversight Committee vTools Committee

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vTools Committee Project Manager (staff) Developers (staff) IEEE Quality Assurance IT Security Volunteer Developed (beta ver.) Volunteers conceived & vetted

Introduction

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Introduction

  • Doodle scheduling assistant
  • WebEx web conferencing
  • GoogleApps@IEEE (Google Mail, Calendar,

Contact, Drive)

  • FluidSurveys
  • IEEE Web Hosting
  • Listserv
  • vTools WebInABox
  • ReviewRoom
  • Functional alias

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vTools Website

http://vtools.ieee.org

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vTools Website

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vTools Website

11 Then click on name of tool from the Quick Links menu Or click on name of tool to navigate to website.

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vTools Website

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vTools Website

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vTools Website

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Events (formerly Meetings)

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vTools Events

Two main functionalities:

  • 1. Schedule a future event
  • manage virtual and face-to-face events
  • automatically syncs data with other IEEE

website

  • manage event registration and name tags
  • 2. Report event activity
  • required for OU’s to get their rebate (a.k.a.,

L31 report)

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vTools Events - main page

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vTools Events - search

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Select “Search Events” to show list

  • f

events for your

  • rganizational unit.

Click on the “Search Events” icon.

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vTools Events - search

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Click on “Upcoming Events for my Section” to find events for your organizational unit as shown. You can narrow the results of the events listed by selecting from the different filters shown on the page. Sort results by clicking on column headings.

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vTools Events - create

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To open a section on the form, click

  • n the section.

Only one section can be expanded at a time. To go to the next section, click on another section or Next. Click on a section to expand and enter information for the event. Form options are displayed at the bottom of each section.

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Here is the completed event, as it will be viewed by members.

vTools Events - create

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vTools Events - report

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Click report

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vTools Events - report

23 DETAILS – provides basic information regarding the event such as: title, description, starting and end dates/times, category and attendance numbers. Click on “Save” to create and submit the report(L31) .

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vTools Events - report

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Note - you may edit the report up to 7 days after submission. If you need help, send email to l31-help@ieee.org for assistance.

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Officer Reporting

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Officer Reporting

  • Automatic Validation

– Lives in Section – Valid Member Grade

  • Instantaneous Data Update

– if submitted by authorized volunteers – Otherwise, it is sent for review by IEEE staff

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Officer Reporting - view

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Confirm Changes Enter member number and term start date:

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Officer Reporting - add

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eNotice

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eNotice

  • An electronic messaging service
  • The mailing list gets automatically populated

from the IEEE database

  • Two types:

– Express: sent automatically in two hours – Normal: handled by IEEE staff (used for special requests, attachments, reminders, etc.)

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Filters and settings eNotice message: Express Eligibility message

eNotice - create

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eNotice - create

Select checkbox if you do not want your eNotice included in public feeds.

Once an eNotice is sent, the content may be included in public feeds automatically.

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Click ‘Confirm’ to send eNotice express.

eNotice - preview

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eNotice - list

Express eNotices will be delivered within two (2) hours. When an express eNotice status is “Submitted”, the Express tool tip will indicate the status for the express steps for example: For Express eNotices, a tool tip will include mailing statistics (queued, recipients loaded, delivery date/time stamp) in Type when “Express” is listed.

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eNotice - list

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Voting

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vTools Voting

  • Online elections for Sections / Chapters /

Affinity groups

  • Allows creation of multiple positions with multiple

candidate

  • Automatically loads the voter list
  • Supports up to three (3) email notices to voters
  • Members sign in using their IEEE Account for

secure access to ballot

  • Please note this is different from the general IEEE

elections.

URL: http://voting.vtools.ieee.org

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vTools Voting - create

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Admin page

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vTools Voting - create

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Candidate Bio:

Auto-load voter list

Preview of ballot:

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vTools Voting - manage

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Email voters from ballot in vTools Election manager must compose email (it is not automatic):

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vTools Voting - results

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Vote distribution: Important: You must report Election results using Online Officer Reporting. Results are not automatically reported.

More information on required reporting can be found on IEEE.org.

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vTools Voting - reporting

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Section Vitality Dashboard

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Section Vitality Dashboard

  • Real-time statistics of vitality metrics and key

activities

  • Includes:

– Members by grade – Society Memberships – Affinity Group Memberships – Students in Section – Current Officers – Members is Arrears / Pre Arrears

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Section Vitality Dashboard

Click on tab to run reports

List of Contents within tab.

Click on tab name to run reports.

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Click on counts for detailed reports.

Section Vitality Dashboard

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Officers tab will produce several reports based on current officer positions and all volunteer positions ever held. Additional Member Lists includes various reports plus links to other dashboards for: list of Active Members, Member Activity Update Dashboard and All Geographic Member Statistics Dashboard (monthly membership stats) Inactive/Arrears tab will produce a report to give you all inactive or arrears contact information for your members Export – Print option

Section Vitality Dashboard

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Questions

vtools@ieee.org

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