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ClubDash Officer Tutorial

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Presentation on theme: "ClubDash Officer Tutorial"— Presentation transcript:

1 ClubDash Officer Tutorial

2 New Features of ClubDash Replaces the old Club Management System Faster access to common actions (Quick Action Bar) User-friendly event evaluations Online Allocations Improved SGA-Club communications Priority Point Management Created 4/7/ (c) Marist SGA v1.0

3 Quick Action Bar Created 4/7/ (c) Marist SGA v1.0 Attendance Create Event Pending Evaluations Manage Events/Event Evaluations Allocations Officers

4 The Dashboard Created 4/7/ (c) Marist SGA v1.0 Sidebar Actions News & Alerts Change Club/Log out

5 Changing Active Club Created 4/7/ (c) Marist SGA v1.0 Click the club name in the top bar, then select which club you want to work on (this page lists all clubs you hold a position in)

6 EVENT MANAGEMENT Created 4/7/ (c) Marist SGA v1.0

7 Creating An Event Created 4/7/ (c) Marist SGA v1.0 All fields are required! From Homepage:

8 Taking Attendance Created 4/7/ (c) Marist SGA v1.0 From Homepage: Select an event from the pop-up Swipe/type CWIDs

9 EVENT EVALUATIONS Created 4/7/ (c) Marist SGA v1.0

10 Submitting Evaluations Created 4/7/ (c) Marist SGA v1.0 Instructions cont. on next slide From Homepage:

11 Submitting Evaluations Created 4/7/ (c) Marist SGA v1.0 Confirm details, then fill out all fields for the next two sections.

12 ONLINE ALLOCATIONS Created 4/7/ (c) Marist SGA v1.0

13 Allocation Form Created 4/7/ (c) Marist SGA v1.0 Note: The allocation form is only available when the CFO has turned it on during allocation periods.

14 Allocation Form Created 4/7/ (c) Marist SGA v1.0 Fill out a new form for each event you wish to allocate

15 Allocation Form Created 4/7/ (c) Marist SGA v1.0 Enter funds needed for the specific request If any income is anticipated, enter here (default is 0.00) Briefly describe request Name the item (ex: Pizza) Add new line items for each item needed for the event (i.e. pizza, balloons)

16 Review Submitted Allocations Created 4/7/ (c) Marist SGA v1.0

17 Review Submitted Allocations Created 4/7/ (c) Marist SGA v1.0 Status of allocation (whether the CFO has approved/rejected it) View line items for event Total requested funds (sum of line item amnts) Total of funds given by CFO. Will show $0.00 if pending. Delete Allocation

18 OFFICER MANAGEMENT Created 4/7/ (c) Marist SGA v1.0

19 Officer Roster Created 4/7/ (c) Marist SGA v1.0 This page lists all officers the currently active club. You can also remove an officer by clicking on the red “X” Click on an officer’s position to change it

20 Add New Officers Created 4/7/ (c) Marist SGA v1.0 Type in a student’s CWID and select a position (President, VP, Secretary, etc) to add him/her as an officer of your club AT THE END OF YOUR TERM: Be sure to add newly elected officers to the system!

21 Officer Events Created 4/7/ (c) Marist SGA v1.0 College Activities sends out invitations for activity fairs, officer workshops, etc. This slide explains how to RSVP to these events (LEFT): Events you have not replied to (RIGHT): Events you have sent an RSVP for (LEFT): Events you have not replied to (RIGHT): Events you have sent an RSVP for

22 Officer Events (cont.) Created 4/7/ (c) Marist SGA v1.0 Your pending invitations are also viewable on the ClubDash homepage View pop-up of event details (location, date, etc.)

23 Questions? Comments? Consult Help Documents/Knowledgebase Contact Created 4/7/ (c) Marist SGA v1.0


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