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.
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.
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!
On Sunday, June 2nd, members of the iCarol team will conduct our annual User Group Summit, held just before the start of the Alliance of Information and Referral (AIRS) Training and Education Conference in Atlanta, GA.
The User Group Summit provides iCarol customers, and those not yet using iCarol but considering it for their organization, the chance to receive hands on training that will directly benefit service delivery and program administration. Following a number of training sessions held in the morning and early afternoon, the day concludes with a traditional user group session where guests can learn more about our strategy and product plans for the year, provide input on the types of solutions most important and impactful to their agencies, and help prioritize product development with their input on features in stages of consideration, development and implementation.
Our training topics were picked by our customers and will cover a number of in-demand topics including:
Recording and Reporting on Met and Unmet Needs
Resource Advanced Search and Bulk Editing Tools
Statistics and Reporting
**Note** We welcome our guests to attend any part of the day they wish — it is perfectly acceptable to attend only the User Group session, which will get started at approximately 2:30pm.**
We do ask that regardless of what part of our day you plan to attend, you register for the event so that we can plan accordingly. Registration is open now! Click the button below to learn more and register you and your staff. We look forward to seeing you in Atlanta!
We want all of our customers to feel comfortable navigating through iCarol and be confident in their use of the various tools and features we offer. This assures that they are getting value out of their system, and that they’re using it to make biggest impact possible when serving their communities. We have an entire area of the iCarol system dedicated to providing our customers with assistance they need to accomplish this.
When you click ‘Help’ in your left side menu in iCarol, you are brought to the iCarol Help Library, which is made up of 4 main areas:
Training Materials – short video tutorials, webinars, and PowerPoint training kits for various features areas of iCarol
Help Articles – written documentation about the various feature areas of iCarol and how to use them to best meet your organizations needs
iCarol Ideas Portal – area where iCarol users can go to submit and vote on ideas for possible future developments to help make iCarol even better
Support Cases – area where your organizations cases with the iCarol Support Team are stored and where live chat with the iCarol Support Team can be accessed by organizations subscribed to the enhanced support feature. This area of iCarol is only available to Admin and Supervisor level users, so not all users will see this section in the Help Library.
The 4 areas above are found as links at the top of the pages throughout the iCarol Help Library. Until the latest release in iCarol, the landing page of the Help Library has been the ‘Training Materials’ area, but now the landing page has been updated to the ‘Help Articles’ area. This means when users click ‘Help’ in their left side menu, they are now brought to the ‘Help Articles’ area first, as shown below. This area of the Help Library will soon include all information found in the ‘Training Materials’ area of the Help Library, streamlining their navigation and giving users easy and quick access to the search bar so they can find any relative help materials they may need.
This doesn’t change anything about the functionality of the Help Library or the information found within. But, if your organization has training materials written that direct users to the ‘Help’ area in their left side menu, you may want to review those training materials and update them accordingly based on these changes.
On Sunday, June 3 in Dallas, Texas, members of our team will hold our annual iCarol User Group Summit. This Summit happens each year the day before the AIRS Conference sessions begin, and throughout the day we hold trainings on iCarol functionality of particular interest to the Information and Referral industry. We end our day with a traditional User Group session to discuss the latest enhancements to the software and the planned developments ahead. We also welcome your input and suggestions during this user group session, so that we can continue to evaluate and prioritize the enhancements currently on our development schedule.
If you’ll be at the AIRS conference this year, we hope you’ll join us on Sunday for this free event. Click the button below to learn more about the User Group Summit and register to be there!
As we move further into the new year, we are committed to continuing our focus on expanding and updating our Help Library. With that in mind, we’d like to call out to you for help and ask for your feedback and direct input. We’re asking for this feedback in a variety of ways and we’d love it if you participated in one, or all of them!
First, we’re calling out for your custom iCarol Training Materials that have been created at your organization! We’re looking for any type of training manuals that have been created for iCarol, for example to teach your users how to document interactions in iCarol, or to teach your resource editors how to maintain resources in your database. The information you send us will be kept confidential, and will only be used for planning purposes. If you’d like to share any iCarol training materials with us, and provide any feedback about existing training materials, please have a designated Support Contact submit a case with your manual(s) included as an attachment.
Second, we made this survey about your custom iCarol training materials and the existing training available in iCarol. This survey is meant to be filled out by any iCarol user and should only take about 5 minutes to complete. We’d love if you could take a few minutes to fill out the survey and tell us what you think!
Third, we have launched a “Help Panel Pilot” in the iCarol Ideas Portal as a possible new way of making training materials available to you.
Notice the ‘PAGE HELP’ button that appears along the right side of the iCarol Ideas Portal page.
When you click the button, a pop-out appears explaining ‘What is the iCarol Ideas Portal?’ which includes links to additional training materials about the feature.
Within this Help Panel there is another survey for you to give us your feedback specifically about the pilot project and let us know what you think! This pilot and survey are also meant to be used by any iCarol user so please don’t hesitate to share your thoughts! Please note this pilot is currently only available to iCarol systems on NA0, our default iCarol servers; you can identify if your system is on NA0 because the URLS for all pages in iCarol will begin with “webapp”.
All of this information will be used to help us prioritize what training tasks should be prioritized this year, based on what you think will make the biggest impact. Your thoughts and opinions about this matter since you are the ones who use the materials the most, so thank you in advance for anything you can add to help us with this goal of continuing to make our iCarol training materials even better!
Are you ready to get started with a new way to learn how to do things in iCarol? We’ve always provided training materials in the form of Help Articles, PowerPoint presentations, Webinars, and Short Training Videos. As talked about in the first blog in this series, we’re working hard to improve our existing training materials, and to create new ones.
In addition to these learning channels with which you’re already familiar, we are now ready to add what we’re calling ‘Learning Guides’. If you’re a new iCarol subscriber, then you’re likely already familiar with using Learning Guides from your trial. We’re excited to announce that an initial set of Guides will be released to all Admin users on Thursday, September 7th.
What are Learning Guides and how can they help me?
Think of these new Learning Guides as activities that will take you through various tasks in iCarol, step-by-step, to help you improve your skills and knowledge within the software. They are a self-serve way to receive active training, and will enable you to learn more about iCarol and perform the actions you need to complete, on your schedule.
Who will be able to access the Learning Guides?
During the initial release of Learning Guides, they will only be made available to Admin Level users at your organization, as that is the audience for whom they are written.
When will the Learning Guides be available?
The first series of Learning Guides will be released on September 7th. This first series will be related to the upgraded Call Report V5, giving you an overview of the upgrade and teaching you about the new functionality available. But of course, this is just the beginning, and we’ll be releasing more Learning Guides in the upcoming months.
Where can I access the Learning Guides?
The Learning Guides will be accessed in the ‘Help’ area of iCarol, through a ‘Get started!’ pop-up menu that will appear at the bottom right corner of the page. Once you click the menu, you will be able to search through sub-categories or use the search bar within this menu to search particular Learning Guides, such as “How to use the new location lookup tool”.
What’s next?
After the first series of Learning Guides are released on September 7th, additional series for different areas of iCarol will be released. Your feedback on which Learning Guides you’d like to see created in the future is welcomed, and encouraged! So if you have feedback, we’d love to hear it! If you’re logged into iCarol, you can click this link go to the iCarol Idea ‘Client Training: Learning Guide Feedback’ to submit your feedback. Or you can find the idea by logging into iCarol, clicking the ‘Help’ link in your left side menu, then clicking the link at the top of the page for the ‘iCarol Ideas Portal’. From here you can search for the idea by name using the search bar at the top of this page, or click on ‘Planned’ from the status filter and look for the named idea here (and while there, check out what else is planned!)”
This blog is the second in a series of blogs that we’ll be releasing to keep you up-to-date on changes you’ll be seeing to the iCarol Help Area. Just in case you missed it, the first blog in the series is named ‘Upcoming Changes to ‘Help’ Area in iCarol’.
