QuickBase User Instructions 2017d1d0b7vj70c4ue.cloudfront.net/assets/Volunteers/... · · 2017-03-23QuickBase User Instructions 2017 Package . 2 Table of Contents QUICKBASE LOG-IN

QuickBase User Instructions 2017 Package

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Table of Contents

QUICKBASE LOG-IN 3

QUICKBASE TABS 5

VOLUNTEERS 7 MAKING NOTES 9

CREWS 11 CREW INFORMATION 13 CERTIFICATION REQUIREMENTS 13 CONFIRMATION SUMMARY 14

EVENT CREWS 15 CREW EXPORT 15 VOLUNTEER CONFIRMATIONS 18

EVENT VOLUNTEERS 21

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QuickBase Log-in Go to the QuickBase website: cfmf.quickbase.com

1. Enter the email address we have sent you 2. Enter the password we have sent you 3. Click on ‘Sign in’

DO NOT CLICK ON ‘I FORGOT MY PASSWORD’. This is a shared user address, and the password must remain the same for the season.

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4. Click on ‘CFMF Volunteer Information System’ This will bring you to the home page

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QuickBase Tabs At the top of your page, you should see a banner of different tabs. These will direct you to different information areas.

The tabs that you will be using in QuickBase are: Volunteers

• Access general information about frontline volunteers

Crews

• Access general information about crew

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Event Crews

• Access to 2017 crew listing • Produce crew list export • Edit confirmation status of volunteers

Event Volunteers

• Edit confirmation status of volunteers

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Volunteers

The Volunteers tab provides general information about frontline volunteers.

1. Click on the ‘Volunteers’ tab

2. Under ‘Search these volunteers,’ type in the name of your frontline volunteer

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3. Click on the eye icon next to the volunteer

4. This will bring you to the volunteer’s profile page

a. Information included on this page:

i. Current Status ii. Contact Information iii. Events iv. Emergency / Medical Information v. Special Skills vi. Certification Requirements vii. Other Personal Information viii. Volunteering ix. Activities x. Volunteer Evaluations xi. Volunteer Histories

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Making Notes

1. Click on the ‘edit’ button

2. Go to ‘Coordinator Notes’

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3. Write notes in the ‘Coordinator Notes’ box

a. Start every note with: name of event & date b. Write note information c. End every note with: note writer’s initials d. Example: CFMF – Mar 22/17 – last minute family

vacation. Unable to volunteer. Marked recontact – EM

4. Click on the ‘save’ button

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Crews

The Crews tab provides general information about your crew.

1. Click on the ‘Crews’ tab

2. Under ‘Search these crews,’ type in the name of your crew

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3. Click on the eye icon next to the crew

4. You are now on your crew page

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Crew Information

5. Review the crew information, and send the Volunteer Manager any updates required Information that can be updated on this page include:

• Crew Name • Minimum Age • Average Required Volunteer Commitment • Description • Shift Information

Certification Requirements

6. Review the information under ‘Certification Requirements,’ and send the Volunteer Manager any updates required.

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Confirmation Summary

7. Review the information under ‘Confirmation Summary,’ and send the Volunteer Manager any updates required.

Event Crews

The Event Crews tab provides the 2017 volunteer crew listing, and allows you to do a ‘crew export.’ You can also confirm volunteers here. Crew Export

1. Click on the ‘ Event Crews’ tab

2. Under ‘Search these event crews,’ type in the name of your crew

Folk Festival Society of Calgary

Block Heater – Calgary Folk Music Festival – Festival Hall 1215 10 Ave SE | 403-233-0904 | calgaryfolkfest.com

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3. Click on the eye icon next to the crew – make sure the crew is for the current year’s event

4. You are now on your events crew page 5. Scroll down to ‘Event Volunteers’ and click on ‘Full Report’



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6. This will show you a full report of your crew 7. On the far right side, click on ‘More’

8. Click on ‘Save as spreadsheet’

9. This will save the full crew list to a .csv file to your downloads section of your computer



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Volunteer Confirmations

1. Click on the ‘ Event Crews’ tab

2. Under ‘Search these event crews,’ type in the name of your crew

3. Click on the eye icon next to the crew



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4. You are now on your events crew page 5. Scroll down to ‘Event Volunteers’ and click on ‘Full Report’

6. This will show you a full report of your crew 7. To change the confirmation status of a volunteer, click on the

pencil icon next to their name



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8. At the top right of the profile page, click on the ‘Confirmation Status’ section and choose the status.

9. Click on the ‘Save’ button

You have successfully updated the status of a volunteer!



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Event Volunteers

Under the ‘Event Volunteers’ tab, you can search for a volunteer and change their confirmation status

1. Click on the ‘ Event Volunteers’ tab

2. Under ‘Search these event volunteers,’ type in the name of the volunteer



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3. Click on the pencil icon next to the volunteer’s name

4. At the top right of the profile page, click on the ‘Confirmation Status’ section and choose the status.



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5. Click on the ‘Save’ button

You have successfully confirmed the volunteer!

Documents

QuickBase User Instructions 2017d1d0b7vj70c4ue.cloudfront.net/assets/Volunteers/... · · 2017-03-23QuickBase User Instructions 2017 Package . 2 Table of Contents QUICKBASE LOG-IN