Part I: Welcome to BoardEffect -- Overview & Online Tour

Transcription

1 Part I: Welcme t BardEffect -- Overview & Online Tur BardEffect is the leading e-gvernance tl fr missin-based rganizatins. This secure website will allw the Shaping NJ Partnership members t cmmunicate, share dcuments, resurces, and mre nline. (Page 1) BardEffect is accessible n the web via yur favrite brwser (e.g., Internet Explrer, Mzilla Firefx, etc.). This bard prtal is secure and accessible nly t members f the Partnership and key staff f the NJ Department f Health and Senir Services. Lgin Screen: G t: Remember Me Feature Autmated Passwrd Reminder Yur temprary lgin is the first initial f yur first name, fllwed by yur full last name (e.g., dschindlinger); the passwrd is passwrd1 (n qutes), all in lwercase letters. Accunt Lgin: Passwrd:

2 My Accunt: Yur Directry Prfile (Page 2) My Accunt Yur Private Flder is where yu can stre yur wn ntes & files Edit Yur Own Prfile My Accunt Private Flder Change yur passwrd t smething yu will remember: 7 characters, including 1 number Add yur cntact infrmatin such as the address f the rganizatin yu represent, yur full wrk address, cell phne, and ther (emergency cntact, an assistant, etc.) Uplad yur pht Add bigraphical infrmatin in the Cmments/Ntes sectin, r uplad a current résumé Make sure t hit save befre leaving the page Yu can uplad dcuments, ntes frm meetings, etc. here accessible nly by yu Save thers cntact infrmatin Yu can dwnlad cntact infrmatin t Outlk and ther address sftware by hitting Save in smene else s prfile

3 Hmepage: Yur Dashbard Main Navigatin Menu (Page 3) News and Annuncements Send t ne member r a grup Welcme Message RSVP fr a Meeting Welcme Message current infrmatin frm yur BardEffect administratrs My Tasks (scrll dwn t center f page) Create tasks and autmated reminders f upcming deadlines Tasks can be created fr yu, make sure t check yur list Send tasks t thers (ne Partnership member, multiple members, a full Wrking Grup, etc.) News, RSVPs, and Plls (right side f page) Only appear when there are current annuncements, RSVPs, r plls awaiting yur respnse News items are regularly updated and are set t expire when they are n lnger relevant RSVP allws yu t let the administratr knw if yu re cming t a meeting, and t leave cmments Plls allw yu t share yur feedback with the full Partnership

4 Directry: Cnnect with Other Members (Page 4) Basic Search by Keywrd/Name Printable versin f Directry View t See Prfile, Cntact t Send an Advanced Search by Wrkgrup r Rle Search and view detailed prfiles Use the keywrd search t find members by name, Wrkgrup, rle Get t knw ther members by reviewing their bigraphies, phts, cmpany cntacts Printable directry Creates a PDF file that yu can print ut with everyne s preferred cntact infrmatin Cntact fellw members Cnvenient cntact allws yu t send textnly t ther members preferred address

5 Calendar: Meeting Dates and Imprtant Events (Page 5) Save t yur lcal calendar Basic keywrd search r advanced search by categry Save events t yur persnal calendar Meeting dates and ther calendar items can be saved t Outlk and ther calendar sftware Search calendar by categry Use the Advanced Search t pull up a list f all dates within a specific categry

6 Resurce Library: Dcument and Infrmatin Sharing (Page 6) Mst Recent Files Added Basic keywrd search r advanced search by type, flder Review bard dcuments, ntes, ther files in the Resurce Library Meeting ntes, reprts frm Wrking Grups t be shared with the entire Partnership, archives Files can include Wrd dcuments, PDFs, PwerPint, images, etc. Keywrd searchable

7 Part II: Effective Grup Cllabratin in BardEffect BardEffect prvides a secure nline space fr the Wrking Grups t d their wrk. (Page 7) The Wrkgrup Wrkrm is private just fr members f each wrking grup (and administratrs). Yu will nly see the list f wrking grups yu persnally belng t in yur drp-dwn list. Select the Wrkrm yu wish t enter. Yu can use the private space prvided in the Cmmittee Wrkrm t: Pst messages and annuncements fr Cmmittee Members in the Welcme area Discuss cmmittee business nline thrugh the Discussin Frum, r during a cnference call in Live Chat Uplad dcuments fr ther cmmittee members t review Mve files frm the Cmmittee Wrkrm t the Resurce Library, nce the cmmittee is ready t release the file t the full bard Add Cmmittee Meetings and events t the calendar Create tasks fr cmmittee members task lists Pll Cmmittee Members n specific tpics Wrkgrup Wrkrm When yu click n the Wrkgrup Wrkrm tab, yu will nly see the list f wrking grups that yu belng t Click n the name f the wrking grup t enter that specific Wrkgrup Wrkrm

8 Wrkrm Hme: Update Members (Page 8) Welcme Message Wrkgrup Members Mst Recent Files Added Welcme Message current infrmatin frm a BardEffect administratr, Wrkgrup Leadership, etc. Recently Updated Wrkgrup Files list f any files recently added t the Wrkrm Wrkgrup Events any upcming cmmittee meetings/events n the calendar will shw up in the center f the page Right Side Features these appear when there is cntent t display Wrkgrup Members List f thse n the wrking grup Clicking n a name prvides cntact infrmatin and a way t send t that persn s preferred address Wrkgrup Plls If there is a current Pll fr the Wrking Grup, it will shw up n the right side f the page Prductivity Tls (Left Side Features) Wrkgrup Task add a task t all Wrkgrup Members Task Lists (visible n yur Hme page) Wrkgrup Events add an event t the Calendar, tagged as a Wrkgrup Event Wrkgrup send an t all Wrkgrup Members

9 Wrkgrup Meeting Bks: Prepare fr a Meeting (Page 9) Wrking Grup Meeting Materials Meeting Bk in Prcess Meeting Bks Listed by Meeting Title & Date Lcate the meeting bk yu wish t review; nly meeting bks that have been published are able t be viewed Yu can read, print, r dwnlad the dcuments in the Meeting Bk if yu Dwnlad PDF yu can cmpile all the dcuments int ne PDF file with bkmarks between each sectin f the table f cntents

10 Wrkgrup Files: Sharing Resurces (Page 10) Wrkgrup Files Categries help keep files rganized Wrkgrup Files Wrkflw Prcess Any wrkgrup member can uplad dcuments and files Assign a categry t the file t help keep things rganized Yu can select a categry already in use frm the drp-dwn menu, r create a new ne Send a Wrkgrup t alert wrkgrup members that yu have upladed a file fr review T share a file with the full Partnership, save the file in the Resurce Library Yur Wrkgrup Administratrs can mve files ut f the Wrkgrup Wrkrm and int the Resurce Library

11 Discussin Frums: Cnnect Between/After Meetings (Page 11) Discussin Tpics started by Wrkgrup Admin Wrkgrup Members can pst thughts & replies Discussin Frum uses: Use the Discussin Frum t discuss dcuments, issues, ideas between meetings r t fllw-up after meetings Create a discussin tpic, and alert wrkgrup members t participate Prmpt members when a new thught has been psted t jin the discussin Refer t dcuments in the Wrkgrup Files flder

12 (Page 12) Wrkgrup Live Talk: Cnference Call Meetings Members can uplad files during the meeting Live Talk helps facilitate cnference call meetings Dial in using yur regular cnference call line Start a Live Talk sessin each member launches the Live Talk windw Attach files as needed t share infrmatin, agendas, ther resurces Type cmments as needed t get attentin, add ntes Sessin can be archived and a transcript can be created Pst cmments, questins during the meeting

13 Help Sectin: Hw t Get Help (Page 13) Help Resurces Click n Help at the tp right f the screen If yu are experiencing a technical issue, type the details f the issue int the bx labeled Descriptin and hit send. This will send a message t the Help Desk. If yu need supprt using BardEffect, cntact NJDHSS at the number listed n the Help screen. User s Startup Guide Prvides quick tips t help yu get started BardEffect Manual Cmplete prduct manual 6MB in size, may take a little time t dwnlad