Section Vitality Dashboard. Tutorial.

Transcription

1 Section Vitality Dashboard Tutorial 1 6/18/2015

2 Section Vitality Dashboard Tutorial Contents Vitality Dashboard Homepage Enter Dashboard The Dashboard Tabs Selecting/Changing Region and Sections Completed Results View Members View Contact Lists Return to Section Vitality Dashboard Tabs Additional Member Lists Geographic Membership Statistics Dashboard Meeting Activity Conferences 2 6/18/2015

3 View the Dashboard Homepage This is the Vitality Dashboard Homepage. Here you will find various tools to assist you with the view of your members To enter the links, you must have prior access to that tool. You will need to sign in using your IEEE member username and password. Click on the link to enter the Vitality Dashboard 3 6/18/2015

4 View the Dashboard Homepage Many links will bring you directly to other useful IEEE tools 4 6/18/2015

5 Enter the Dashboard To enter the Dashboard use your IEEE Member Username and Password 5 6/18/2015

6 The Dashboard Tabs Members tab: View member information. Counts break out by grade and section, society membership and affinity groups counts by grade. Click on individual grade or grand total in the Active Member Counts table and you will open and view a contact list of those members. Active Student Members tab: View active Student and Graduate Student Members. Breakout is viewed by Section and then totals for individuals schools within the section. Clicking on the school counts will produce a contact list of student and graduate students for that school. Clicking on the section total will produce a list of all student and graduate students for that section. Officers tab: Selection of tables that list currently reported officers. If no data meets the requirements of the table, it will show No Results. Volunteer History for active members produces a list showing all volunteer positions a member has held (current and past) that have been recorded on the IEEE data base. Members in Arrears/Inactive tab: Choose to view a list of Arrears or Inactive Members for your Section. Pre-Arrears tab: This report is for members who fall under the renewal year grace period every year which runs from January 1 st through end February of each year. This report will populate with data after January 1 st of each year. Additional Member Lists tab: Select a link to view your Active Member List and dashboards for New Member List and All Geographic Member Statistics. View the Member Loyalty table to see which members in your section meet criteria for years of service awards. Contact information for Active Members without . Contact lists of Affinity Group Members, etc. Meeting Activity tab: Click on a link to view selected meeting activity for your Section. Links open a new window directly to vtools Meetings table. IEEE Conferences tab: View conference activity for your Section. Reports available for conference activity by conference date, upcoming approved conferences by location and a conferences pie chart by region. 6 6/18/2015

7 Selecting/Changing Region and Section When you enter the dashboard, the default will be your Section. Results will automatically run for all tables. If you have access to more than one Organizational Unit, the dashboard will default to your home Region and Section. You can then use the dropdown to make additional selections. 7 6/18/2015

8 Selecting/Changing Region and Section (cont d) To change the Region, click and select from the dropdown list (deselecting the original if required) Region and Section options will only be available if you have access to more than one Organizational Unit. This can also occur if you have students assigned to a school in your section but are listed as members of their home Section. To change the Section, click and select from the dropdown list (deselecting the original if required) 8 6/18/2015

9 Completed Results Once any new selections are made, click on Apply. All reports will automatically run and results will appear as they complete. If no data meeting the query criteria is found No Results will be displayed 9 6/18/2015

10 How to View Member Contact Lists On the Active Member Counts table, under the Count of Members, click on a grade count or section total, to view a member contact list for that selection. 10 6/18/2015

11 Return to Previous Dashboard Tab A report with the contact list for that count selection will appear. Users can print or download any table. To get back to the Members Tab, scroll down to bottom of screen. On left side, current and previous screen names show. Active Member List is currently in view. Click on Vitality Dashboard: Members to return to previous tab screen. 11 6/18/2015

12 Return to Previous Dashboard Tab (cont d) You have now returned to the Members Tab in the Dashboard. Click on tabs to view the various tables available. You may refer to page 6 for a list of what is included on each. Some tables may run once you select the tab. Wait for results to appear. Other tables may require you to make a selection before giving you required results. 12 6/18/2015

13 Additional Member Lists tab Select this link to view a contact list of your Active members. Select this link to view your new members (last 30 days) Select this link to view monthly Membership Statistics Open dropdown to select a specific year of service or click on each to select all 13 6/18/2015

14 Geographic Membership Statistics Dashboard Selecting All Geographic Member Statistics link brings you to the Geographic Membership Statistics Dashboard To return to Additional Members List Tab in Vitality Dashboard, click here. Change IEEE Month to the month-end date you wish to view (ex: means: year 2014 and month May) Change Geo Code Level to IEEE, Region, Section, etc. Change Geo Code Desc to match which Geo Code Level you have chosen. For example: if Level is Section, choose the Section Name in Geo Code Desc. 14 6/18/2015

15 View Meeting Activity (vtools) Links on the Meeting Activity Tab will open a new window and bring you directly into vtools Meetings displaying the type of meeting activity you have chosen. Meeting activity will be limited to your access level. You will only view meetings for your Organizational Unit. When you close the vtools window, you will again be on the Meeting Activity tab. Vitality Dashboard vtools Meetings 15 6/18/2015

16 View IEEE Conferences Contact information for assistance or questions regarding the Conference Dashboard can be found here. Select the IEEE Conferences tab To open the dashboard, click on the IEEE Conferences link here 16 6/18/2015

17 View IEEE Conferences (cont d) When you enter the Dashboard, the tables will be automatically populated for your Organizational Unit. Use the drop down tabs to further define your selections. To return to IEEE Conferences Tab in Vitality Dashboard, click here. To return to the Vitality Dashboard, click on the breadcrumb link located at the bottom left side of the screen. 17 6/18/2015

18 Leaving the Vitality Dashboard Sign Out Click on Home or Click on Catalog When you are completed using the Vitality Dashboard, you have the option of signing out or you can proceed with additional queries using Analytics, the SAMIEEE tool. To continue using SAMIEEE, click on the Home or Catalog link on the Quick Access Menu bar. To leave the Section Vitality Dashboard, click Sign Out 18 6/18/2015

19 Thank you! End of Tutorial Thank you for viewing the tutorial. If you have any questions regarding the Section Vitality Dashboard, please us at 19 6/18/2015