iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more...
In May, our Support Team began offering monthly training webinars. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.
Our topic for July 15, 2020 at 2pm EDT is Advanced Reporting: Statistics – Analysis Area.
The goal of this training is to help iCarol users:
Understand what data is included in each Chart Type in Analysis area
Learn how to use the Filters and Tools available in the Analysis area, including:
Call (Contact) Content Filters
Standard Filters
Total Distinct Calls
Click here to see Contact Records that match these filters
Saved Chart Type
Drilling into charts
Exporting chart data to csv files
Consider different use cases for the various Chart Types, Filters, and Tools available
The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.
It’s important to us that our customers still have the opportunity to connect with us, receive training, and have the option to participate in a user group session, even if this year we can’t hold the event in person.
Our first initiative to provide that continuity — the user group portion of our conference will become a virtual user group session — is now just two weeks away! The session will occur on Thursday, June 11 at 2pm Eastern time.
This virtual user group session is your chance to hear about the latest improvements and enhancements to iCarol, learn what we have planned for implementation in the coming months, and discuss and provide feedback to the iCarol Product Management team on what features you’d like to see implemented in the future. All customers or those exploring iCarol for potential use at their organization are welcome to attend.
Virtual User Group Exclusive: Attendees of this session will be the first to hear about a major feature release coming in Q4 of 2020! You won’t want to miss it!
During this session we will:*
Review released features and enhancements from the past year
Share features and enhancements in progress and coming soon
Discuss iCarol strategy and priorities
Invite your industry expertise and votes on top ideas
Share a sneak peek at an all new, major feature release coming in Q4 of 2020!
In May, our Support Team began offering monthly training webinars. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.
Our topic for June 17, 2020 at 2pm EDT is Managing Automated Verification Requests and Responses.The goal of this training session is to teach iCarol users how to manage their Automated Verification Requests and Responses, and configure what fields are visible to the verifier. This training is for iCarol customers who are subscribed to the Automated Verification feature, or those who are interested in learning more about subscribing to that feature.
Review the Field Visibility Settings for Verifiers
Learn how to style your data entry for optimal outcomes
Understand the various request settings
Learn about response filters
The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.
With the cancellation of iCarol’s Annual Customer Conference, we will unfortunately miss the opportunity to provide our typical day full of in-person training on iCarol’s tools and features to help our customers carry our their work. However, to support our customers in the absence of this in-person event, the iCarol Support Team will begin offering monthly training webinars. We will use customer feedback and other data available to us to determine what topics to cover — ensuring that these trainings are providing the information you need and want most. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.
The first monthly session will occur on May 20 at 2pm EDT, and is titled “Introduction to Reporting.” This training session will establish a foundation of understanding of the reports available in the Statistics section of iCarol, and provide fundamental knowledge about the data exports available in iCarol. This training can be considered a pre-requisite for future Support Trainings that will cover individual Statistics and Reporting topics in greater detail.
During this training participants will:
Receive a high level overview of Statistics and Data Exports in iCarol
Learn about the different reports and tools available in each area of Statistics
Review the data available in the Data Export tool
Begin to understand the relationships between the files included in the export
The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.
The Natural Sciences and Engineering Research Council of Canada (NSERC) has announced a program providing $15 million in total support to stimulate collaborations between academic researchers and the public and not-for-profit sectors, and industry to address pandemic-related research and technical challenges. Support for up to $50,000 for one-year projects is being made available immediately and NSERC will process these applications in an accelerated fashion.
Who is it for?
University researchers collaborating with private-sector, public-sector or not-for-profit organizations.
How much and for how long?
Up to $50,000 for up to 1 year.
The objectives of the NSERC Alliance COVID-19 grants are to:
Accelerate the flow and exchange of research results and research expertise in the natural sciences and engineering sectors between academic researchers and public, not for profit and industry partners by supporting these organizations as they face challenges in relation to the COVID-19 pandemic;
Support research and analysis activities that address partner organization questions or issues in relation to the COVID-19 pandemic, leading to applications in the short term.
Deadline:
Applications will be accepted at any time until June 1, 2020.
As the COVID-19 public health crisis remains, individuals and businesses continue to see a financial impact due to social distancing and stay-at-home orders implemented in the interest of public safety. A number of resources have been made available, including reallocation or reopening of funding processes for initiatives previously depleted of first round funding. Click the links below for more information about these initiatives in both Canada and the United States.
Unfortunately as is the case with so many other events planned for this spring, iCarol’s annual customer conference, originally scheduled to take place in Grand Rapids, Michigan this June, has been cancelled due to the COVID-19 pandemic. We look forward to this event each year and were very disappointed to have to cancel, as we always enjoy seeing our customers and spending an entire day with them immersed in iCarol training and a user group session.
It’s important to us that our customers still have the opportunity to connect with us, receive training, and have the option to participate in a user group session, even if this year we can’t hold the event in person.
We’re excited to announce the first initiative to provide that continuity — the user group portion of our conference will become a virtual user group session, scheduled for Thursday, June 11 at 2pm Eastern.
This virtual user group session is your chance to hear about the latest improvements and enhancements to iCarol, learn what we have planned for implementation in the coming months, and discuss and provide feedback to the iCarol Product Management team on what features you’d like to see implemented in the future. All customers or those exploring iCarol for potential use at their organization are welcome to attend.
Virtual User Group Exclusive: Attendees of this session will be the first to hear about a major feature release coming in Q4 of 2020! You won’t want to miss it!
During this session we will:*
Review released features and enhancements from the past year
Share features and enhancements in progress and coming soon
Discuss iCarol strategy and priorities
Invite your industry expertise and votes on top ideas
Share a sneak peek at an all new, major feature release coming in Q4 of 2020!
Businesses of all types have been deeply affected by the COVID-19 crisis, including not-for-profit organizations. Both the Canadian and US Federal Governments have made assistance programs available to small businesses, particularly regarding maintaining of payroll in spite of lost income. The following resources may be helpful to your non-profit organization if you need to explore such programs for your agency:
In rapid succession over the last two weeks, Congress passed and the President signed two far-reaching pieces of legislation designed to provide relief to the American people and businesses – including nonprofits. Included in the provisions of these bills are major victories for nonprofits, operational relief, and new obligations.
On Tuesday, April 7 at 3:00 pm Eastern, the networks of the National Council of Nonprofits are hosting a national presentation to help all in the charitable community understand the various provisions of the two laws and what they mean for nonprofits.
The Families First Coronavirus Response Act created new workplace obligations for employers and expanded supports for individuals affected by the COVID-19 pandemic. Eight days later, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) authorized more than $2 trillion in spending to inject cash into the economy, businesses, and nonprofits. There is a great deal to unpack:
Mandated paid sick and family leave and refundable payroll tax credits
Generous loan funds for small (< 500 employees) and mid-size (between 500 and 10,000 employees) nonprofit employers; which program is best for your organization?
Above-the-line or universal charitable deduction available for 2020
Employee retention refundable tax credit
Expanded unemployment and enhanced funding for social support programs
This webinar will share the latest analysis and information available at the time of the webinar, including translating new guidance and regulations from multiple federal agencies into nonprofit-friendly language, and answering the questions frontline nonprofits need resolved so they can keep their doors open and missions moving forward.
iCarol is not affiliated with this webinar and cannot endorse the content. Given the webinar agenda and its relevance for our customers, we wanted to share it with you in case you would like to attend.
Technology has made it easier than ever to turn any setting into a contact center, including your workers’ homes. Because iCarol is a web-based solution, it can be used anywhere with an internet connection. iCarol Software empowers employers to not only make remote work possible, but do so without sacrificing service delivery or quality. Now more than ever, especially given the continuity of operations needs during the COVID-19 pandemic and other emergencies we can be sure to experience in the future, it’s time to consider remote work for your agency.
Controlling Access
There are a number of tools in iCarol that help you exercise control over what your users can see or do when working outside of the office. For instance, while any device can sign in to iCarol, you can make it so that only certain devices can access sensitive information such as Client Profiles or Contact Records. Using the Restriction/Certification tool, individual devices can be certified either directly by an iCarol Admin level user, or you can give permissions to a user to download and install a certification tool on the device themselves. iCarol’s Support Team can also authorize specific IP addresses, if you have a particular static IP address that should be allowed to access sensitive areas of the software.
iCarol Admin users can also restrict an individual volunteer or staff member’s movements throughout the solution on a very granular level using Advanced Security Settings found within each individual user Volunteer/Staff Profile. There are five high level security settings, plus numerous advanced security settings that enable or disable even more specific controls over what areas of iCarol a user can access, and what types of tasks they can complete. This way, you can restrict users’ movements in the system which is especially helpful when you aren’t able to supervise a worker in person or wish them to have more limited iCarol capabilities if they are working away from the office.
Connect Your Workforce with Your Mission and Each Other
One objection often heard about remote work, particularly from those who enjoy the socialization that comes with an office setting, is that it can make one feel lonely and isolated. It is very important that remote workers are given opportunities to connect with one another, their supervisor or manager, and the mission or “big picture” of the organization for which they work. Being separated from one’s coworkers physically doesn’t have to lead to separation anxiety for workers who crave or need human connectivity to perform their work.
When logging in to iCarol, all users see a home page that provides a snapshot at what’s going on at their agency. The News section can be used to share the latest information they might need to know, perhaps a new service provider was added to your resource database, or a local TV station is airing a story that will share your helpline number which could lead to a bump in volume. No matter the news, you can put it front and center and be sure your iCarol users are in the know.
Sharing important information with your workers is important, but so is getting your workers to interact with each other and feel like a team. In the Chatboard, volunteers and staff can add to discussions on topics and in forums set up by managers, giving everyone a chance to share ideas, input, and add to conversations. iCarol also provides an Internal Chat feature that allows logged in users to securely chat with one another. This helps iCarol users communicate with their peers or supervisors instantaneously, to ask for advice about a call, get help finding a resource record, or ask their supervisor to silent monitor a difficult chat they just answered.
It’s important to have connectivity not just between your own staff members, but among peers and colleagues across your industry, especially when your industry may be addressing a common challenge like in the case with COVID-19. The iCarol Community is a place where Admin level users of iCarol, typically leaders and managers at the organization, can post messages seen by their peers at similar services worldwide. Networking with these peers can be a great way to learn best practices from one another, share resources, policies, templates, or just receive support from others who are right where you are and can relate to the challenges you are addressing. This feature was recently expanded with a version now available to all iCarol users within the iCarol Help Center.
Provide Supervision and Coaching
Most employees want to be good at what they do, and serve their clients well. That can’t happen without supervision and feedback from one’s manager. You can still provide supervision and effectively coach your workers even if you are in separate places.
There are multiple ways this is accomplished in iCarol. One can be found in your Messaging (Live Chat and SMS/Texting) area of iCarol. All conversations can be silently monitored by managers with the correct permissions in iCarol. This means they can watch and read the conversation as it happens. If the worker appears to be stuck or is going in the wrong direction with the interaction, the supervisor could use Internal Chat to send them a note and get them back on the right track. People with permissions to silent monitor can also join or take over a Live Chat or SMS/Texting conversation entirely if the situation calls for it. Coaching can occur after other interactions, too. Contact Records have an area for authorized users to give both private or public feedback for the specialist to read and learn from. You can always supplement these iCarol tools with an occasional phone meeting as needed to provide supervision and coaching can also help employees feel guided and supported.
Sometimes supervision is a matter of quickly checking to see that your workers are doing their assigned task, or setting in place reminders for these employees. Admin users have access to comprehensive sign on logs so they can check that remote workers are signed into the system when they are supposed to be. You can also set up a number of notifications for your workers – reminding them when the shift calendar is open for signup, when they have a shift coming up, or when a follow-up task is assigned to them. Volunteers and Staff handling incoming Live Chats or SMS/Text messages from your community can be alerted when a new conversation comes through to the queue. This is especially helpful for remote workers who are multi-tasking and cannot be tethered to their workstation, for example if they are doing field work.
Ensure Quality
Ensuring the people who contact your organization receive excellent service and come away feeling helped is a top priority. There are plenty of ways to evaluate remote workers just as you might if they were in the office. Contact Records, logging any type of interaction, can be read to review the content of the documentation. Managers can also ensure the data collection elements are correctly marked, either by reading individual Contact Records, or running reports in iCarol’s Statistics section. The Statistics area also allows you to filter reports by worker, making it simpler to evaluate the documentation of a single volunteer or staff member.
The Random Sampling Surveys feature in iCarol reminds your workers to schedule satisfaction surveys and other follow-up interactions. The results of these surveys can be evaluated to find any gaps in service quality. It’s also easy to check the quality of data curation done by your Resource Manager. iCarol’s Resource Advanced Search and Bulk Editing Tool provides an in-app, table-style way of finding missing data, or information that is not correctly formatted to your style guide.
Quality assurance is a top priority for most managers, and there are many ways in iCarol to check quality and ensure your community is receiving a high level of service, even when that service delivery is happening away from the office.
Invite Community Interaction
The people in your community appreciate and need your services, but how they want to access them is evolving. More people are opting for self-service options when they are made available, such as exploring available services online, or filling out an intake form or screening rather than making a phone call. When your community has self-service options available to them, they get the benefit or your services while reducing direct staff time needed to serve them, and this can be especially helpful for remote work.
The iCarol Public Resource Directory enables use of an embedded resource database/service provider directory on your website where it can be searched or browsed by your web visitors. Since these resource records are pulled directly from iCarol, your community can rest easy knowing the information is thoroughly vetted and well-curated by your resource managers, and is much more reliable than the results they may get by conducting a generic web search. A Public Resource Directory is especially useful during emergencies or disaster response – when your community has the ability for self-service like this, it will decrease the volume of direct contacts on your staff which reduces wait times or abandoned calls, and lessens stress for your staff members.
Public Web Forms, another self-service option, allows community members to visit your website and complete a customized form that, once submitted, appears in iCarol as a completed Contact Record so you can run reports on the collected data, and disposition and follow-up according to your internal processes. It’s a versatile option that is especially useful in emergencies or disasters when your remote work plan may be activated. If your program needs to screen people for program fund disbursement eligibility, for example, you might expect an overwhelming number of calls about the subject. A Public Web Form would be a suitable replacement to speaking with a staff member. Using the form’s built-in screening tools you can assess and communicate eligibility, then forms submitted by eligible recipients are placed in iCarol for easy assignment and follow-up tasks for your staff.
Summary
If your organization is not already offering remote work options, now is the time to consider it. Having the option for your volunteers and staff to work remotely, either on a temporary basis due to continuity of operations planning during an emergency, or on a more permanent basis, offers many benefits to your workers and your organization. And as you can see from reading through this blog, when you use iCarol, you don’t have to sacrifice service quality, proper supervision, or strong communication and connectivity to build a professional workforce that works away from the office setting.
Given the current situation with COVID-19, we can rapidly deploy and offer low-cost, short term options to help with your community response. Contact us for more information and to get started.
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