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Posts Tagged ‘Volunteers and Staff’

Just Your Type

Internal Chat copyIf you haven’t had a chance to check out the new Internal Chat feature, please consider giving it a try. We launched it a couple of weeks ago, and have been hearing how it’s helping centers get rid of passing paper notes, avoid putting callers on hold, fosters a greater sense of community, and just helps day-to-day communications.

Bottom line, it’s a convenient new way to exchange short, typed messages with colleagues, right from the security of your iCarol screens.

It’s available at no extra cost now, to all subscribers. For more information on how to turn it on and enable staff, and other functions, check out the help videos for more information, or register for our February 4th webinar.

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New tools to organize and sort your Volunteers and Staff

On the heels of Internal Chat we’re introducing yet another Volunteer and Staff feature. We’ve recently enhanced the ability to search and sort on the Volunteer and Staff page. You can use the new “Search” function on the right, just above the list of users, to search for specific names, aliases, preferred shift types and times, and more.

Helpline volunteer staff main page search

A companion feature lets Admins create checkboxes for shift preferences. Those shift preferences can then be selected in each person’s profile. In this way, you could note, for example, who likes chat shifts, who is available filling in at the last minute, or who likes to work Tuesday afternoons. Admins set up those checkboxes in the Shifts tab in Admin Tools.

Last but not least, you can now assign Skills and Achievements to multiple people concurrently. For example, if 30 people in your organization completed CPR training together, you could now mark that as complete for all of them with just a few clicks. To do so, put a checkmark in front of the names on the main Volunteer and Staff page, then scroll to the bottom of the screen and click “Assign Skills & Achievements.”

Helpline Volunteer and staff skills and achievements

We sure hope you enjoy these new enhancements and that they increase the efficiency with which you complete volunteer and staff related administrative tasks. Whether it’s more easily finding the volunteer profile you need to access, quickly adding a new skill or achievement to a group of folks who attended the same training, or speedily locating all the volunteers who can potentially help fill a morning shift, we think you’ll make great use out of these enhancements and that they will save you some extra time and clicks as you navigate through iCarol.

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Upcoming iCarol Enhancements

We’re working on several enhancements in our labs you should expect to see shortly:

Internal Messaging – Soon, folks with logins will be able to to send short, typed messages to each other. See here for details. Administrators will be able to choose to have this enabled in your system. It’ll be off by default when we launch it, so you can decide when to introduce this new feature to your team. Keep an eye on the Dashboard for details shortly.training-support

Integrated Messaging – Folks who use instant messaging or text messaging will enjoy an improved workflow once we launch enhancements to that feature. We expect it to go into the internal testing phase in late November, and into client testing after that. Please let me know if you’d like to participate in that testing. We recognize this improvement will require plenty of advance notice, details, and training materials before we make this available, and we’ll be sure to provide those. The improved workflow comes directly from requests clients have made — we always appreciate your feedback and are happy to deliver.Keyboard and screen in use

Call Report Editing Tools – We’ve always prided ourselves on our speedy response to making changes to your call report forms, but we’re working on a nifty way to improve upon that. How does an immediate turnaround sound? Yes, soon we’ll introduce a tool that gives Administrators greatly expanded abilities to edit aspects of your call report forms yourselves. That’s in client testing now, and we’re busy preparing training videos and help articles in preparation for an imminent release.

Also thanks to all who joined us for our webinar on October 6, where we talked about these enhancements and a few others we have in store for you, as well as the new processes we have in place to better serve you. Please join us for the next webinar — we’ll announce it on the Dashboard and will send emails out to all Admins.

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