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Posts Tagged ‘iCarol training’

Learning Guides Coming to iCarol on Thursday!

New Features copy

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.

iCarol Learning Guide

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’.

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Using iCarol’s Online Video Tutorials

iCarol is a large piece of software, with many functions. It serves a wide variety of clients, and not all clients will use all the available functionality. Training yourself, as well as your staff and volunteers, on how to use iCarol in the context of your agency can be a large undertaking. We have created a suite of online video tutorials which we hope will assist you with this critical piece of the implementation of iCarol in your agency.

To access the online video tutorials, click Help at the bottom of the left hand menu.

main menu

When the page opens, you will see a list of the available videos, organized into the functional areas of iCarol. These areas are:

Volunteers and Staff
Chatboard, new and events
Shift Calendar
Call Reports
Messaging
Resources
Statistics and Reporting

Each area has several videos, covering the myriad of functions available in that area. In this way, you can watch the video that covers the exact functionality you are wishing to learn about. Please feel free to direct your staff and volunteers to watch these videos are part of their training, or show these videos at your training sessions.

Video tutorials

We strive to keep the videos as up to date as possible, and are adding more as new functionality is added to iCarol. If you still have questions about a function after watching one of the videos, please feel free to submit a question to the iCarol Support Team via the online case management system.

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