INVOLVE User Interface Summary

User Access

This user interface summary gives a broad overview of the different sections of INVOLVE but the sections, information and features users can access will be based on what user role they have been set up with. Further information on user access can be found in the FAQs for Organisations Using INVOLVE article.

My Organisation

1. My Organisation - This section is all about your organisation
2. Overview tab – Here you can see how many Staff, Programs and Volunteers have been set up and what remaining spots are left available under your plan.
3. Staff tab - This is where you can check which staff members already have access and what role they have been given, search by name, email or role, resend invites to staff or edit a staff account.
4. Settings tab – Here you can set up your organisation and customise INVOLVE to suit your organisation’s needs. You can easily manage your settings and decide what customised statuses, checklists and tags you would like and any security settings.
5. Files tab – This is where you can upload files or links to information
6. Billing – This is where the Billing Owner can edit the plan, switch to a different billing cycle, upgrade the account, update credit card of billing address details, change the Billing Owner for the account and view billing history
7. Reports tab – Here you can create a custom report or access useful reports on your programs, volunteer attendance, certificates and training.
8. Invite Staff – This is where you can invite staff and set them up with login access
9. Upgrade – This is where the Billing Owner can upgrade your account
10. My account – This is where you can access your user account information, upload your photo, change your password, switch accounts if you have more than one, or log out.
11. Help and Support - In this section you can contact us if you need assistance

My Volunteers

1. My Volunteers – This is where you can create and manage volunteers
2. Import Export – This is where you can import or export volunteer information
3. Create Volunteer – This is where you can create a new volunteer record
4. Search/filter for volunteers – This is where you can search your volunteers by keyword, location, status, skills or using other useful filters
5. Volunteer information – This is where a list of your volunteers will be shown. This will either be all volunteers if you have clicked on My volunteers or results of your search if you have used keywords or filters to look them up. You can click on a volunteer’s name to access their record.

Volunteer Record

1. Overview – Here you can see a summary of important volunteer information and add and update details
2. Status, Checklist and Programs – This section of the overview tab is where you can record the volunteer’s status, update their onboarding checklist, add them to a program or see what programs they are already part of.
3. Timeline – This section of the overview tab is where you can record important comments, post an update or see any previous ones.
4. Delete Volunteer – This is where you can delete a volunteer record
5. Volunteer Details – This section of the overview tab is where you can upload a photo of the volunteer, record and edit the volunteer’s name, contact information, address, medical conditions, dietary requirements, tags, general statistics and other volunteer data
6. Profile – This tab is where you can view, record, edit and save the volunteer’s skills, interests, volunteer experience, professional experience, education, certificates, languages, training and referees.
7. Schedule – This tab is where you can assign a volunteer to shifts, email them regarding the shifts they have been assigned to and create a timesheet via an assigned shift record.
8. Timesheets – This tab is where you can log volunteer hours by creating a timesheet or importing one
9. Reimbursement – This tab is where you can can keep track of out-of-pocket expenses by creating or importing reimbursement records.
10. Recognition – This tab is where you can log acknowledgements of appreciation by creating or importing recognition records.

Programs

1. Programs – This section is where you can set up and manage your programs and the volunteers who you assign to them. Simply click on the + to set up a new program.
2. Programs you have set up – Any programs you have set up will be listed and accessible here
3. Program Name – This is where the program name will be displayed when you go to any of the programs you have set up. You can click on the arrow to the right of the program name to edit the program details, manage roles, manage activities or view the clock-on QR code
4. Overview – Here you can add a program brief, see how many team members and volunteers are part of the program and add and remove staff from the program team.   
5. Volunteers – In this section you can add a volunteer to the program, import or export volunteers, access records of volunteers who are part of the program, search them by role, availability, start and end date, skills and experience and customise the fields displayed to meet your requirements. 
6. Files - This is where you can upload files or links relating to the program, such as run sheets or training programs
7. Schedule – Here you can assign volunteers to shifts and see which volunteers have been rostered on a day, week or month. You are able to edit these shifts and also see which volunteers have been rostered under each role within the program. You can also email volunteers regarding the shifts they have been assigned to and create a timesheet via an assigned shift record.
8. Timesheets – This is where you can log volunteer hours by creating or importing a timesheet
9. Reimbursements – Here you can keep track of out-of-pocket expenses relating to a program by creating or importing reimbursement records
10. Recognition – Here you can log acknowledgements of appreciation relating to the program by creating or importing recognition records
11. Reports – This is where you can generate a program report that gives you the number of volunteers per program, total hours volunteered and total reimbursements within a date range and access other useful program reports.