Author: Rolf Herbert Page 1 of 18

TeamKinetic Update – 2.5.1 Release

By

On 24th October 2024

In News & Views

Hi all and welcome to another stuffed full of goodness, TeamKinetic update.

We’ve got some big changes in the pipeline regarding customising workflows. These are going to take some time to realise properly, so we wanted to get some of the smaller things done and dusted so you don’t have to wait.

Catch the full summary of changes made in this TeamKinetic update via this video, or tuck into all the details in full below.

Data Retention Options and Rules

In this TeamKinetic update, there are two new options that work well with the auto-delete options to handle your data retention needs.

You can now select the level of data you wish to retain when any volunteer is removed, by an admin, by themselves or via the auto-deletion of inactive volunteers.

The first level only saves the volunteer’s hours, anonymously in the deleted hours total that you see in reports. This has been the only available level of data retention to this point.

The second level adds the volunteer’s essential profile information; name, email address etc. to the data that is retained.

Level three adds the volunteer’s opportunity and session history, so you can trace what sessions they were on and where.

Level four adds their email log.

All this information is searchable and viewable in your dashboard and you’ll have the option to expunge data or to extend the retention period, anytime you wish.

The second option sets a data retention period. Once any retained data is older than this it will be automatically expunged.

File Upload Custom Registration Question

A super useful new field type that you can add to the volunteer registration page. Great if there are documents you need from the volunteer as part of their registration.

The uploaded files are stored in the volunteer’s ID section of their document storage. The files are given the label short name you define when creating the custom question and locked to prevent deletion by the volunteer.

File upload questions only appear on the registration page and are not editable from the volunteer’s dashboard.

Text Only Custom Registration Question

If you want to provide more information about any step in the registration process you can now add a text-only section.

The text displayed will be the label you define when setting up the question.

Just like the registration questions these only appear on the actual registration page.

Character Limits on Single and Multiline Text Entry Custom Questions

Add a maximum number of characters that volunteers and providers can enter in these fields.

The limit will prevent users from entering any characters beyond the limit. On average an English word has 4.7 characters, so divide the character count by 5 to get a rough estimate of word count.

The limit defaults to 2500 or 500 words.

User Controllable Cookie Consent

Remember all those annoying cookie consent pop-ups; they’re back!

We were hopeful that these might disappear with our exit from the EU but they haven’t gone anywhere yet.

It is now a requirement to allow users to opt out of various sorts of cookies, like the Google Analytics cookies, as well as the required non-tracking ones for logins etc.

We’ll be adding our pop-up to all our customer sites throughout this release. Your users should only see this annoyance once and then their preferences are set on that machine.

It’s a necessary evil I’m afraid 😞

Easier to Complete Address Lookup

We’ve had persistent issues with users entering their UK postcode but not hitting the search button to select their full address. This stops them from being able to complete the registration but it was not clear to the user why.

Now the search box is triggered immediately that the postcode box is left, so even if they miss this entirely, when they come to hit the registration button it will be clear which fields need to be completed.

Weekly Email Changes

If you have opps that have longer than seven days between being added and being authorised, there is a chance that they will never appear in the weekly email as we used the creation date to choose which opps to show but they still had to be authorised.

If an opp was created on 01/01/2024 but was not authorised till 10/01/2024 it would not be valid for the weekly email till it was authorised on the 10th, but by then its created date was already more than seven days past so it wouldn’t appear.

We now ignore the creation date when selecting the opps for the weekly email which avoids this issue.

Thanks for reading, we hope you enjoy this latest TeamKinetic update.

As always, remember you can shape our future updates by submitting feature requests.
Just go to Help & Support → Support Tickets → Open New Ticket → Ticket Type: New Feature Request

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it!

TeamKinetic 2.5.1 Minor Release

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On 19th August 2024

In Press Releases, TeamKinetic Features, Technical Updates

The TeamKinetic 2.5.1 Minor Release is complete and some of you will have already spotted the new stuff!

Reporting Page Speed Improvements

The reporting page is grabbing ever more data for more reports over longer periods. We’d already noticed some slowdowns and some customers had opened support tickets to report load time of 10 plus seconds. We needed to fix that!

  • We have rewritten some of the queries that fetch the data to make them snappier
  • Delayed the fetching of some data until you open the relevant section
  • Fetched the all time and date limited stats after the page has loaded so it won’t block you looking at other reports

It looks like this when you first load the page and the stats will drop in shortly.


The page will load in less than 4 seconds now for even our largest data customers.

New Help and Info for the Custom App

For our admins that have got their own branded app in the Play and iOS stores, we have added a few areas to help them manage the new app.

In the Super Admin > Setup > Custom App section you’ll find all the information you need to explore and communicate to your users about your new all. It contains QR codes, links to the app and a large version of your app icon.

If you want to find out how many people are using the app, registering via the app and joining sessions via the app we’ve got you covered with a new section in the reporting page.

The little tooltips will let you know how each stat is calculated and what it means and the figures are limited to the dates you choose on the reporting page.

Mobile App Download Prompts

We’ve now reinstigated the screen overlay prompts for volunteers who access their dashboard on a small screen to download the mobile app.

If you have switched up to the custom branded app, then the links and QR Codes adjust accordingly.

There is also a permanent notification in the footer, reminding users they can use the native mobile app.

Improved Volunteer Password Reset

After working through the process with the Wildlife Trust (thanks Jake) that had lot of volunteers to import and on-board, we spotted a few places where the process wasn’t as clear and simple as it could be, so we’ve made these changes

  • A clear message if the reset token (from an old email) a volunteer is trying to use is expired or bad. This appears before they try to reset their password; it used to appear afterwards and so some volunteers missed it and thought they had reset their password successfully.
  • Suppose a volunteer resets multiple times in a short period and the existing token is still valid. In that case, the token is not reset and a new email is sent with the same token as included in previous emails. This stops that reset loop of doom where a volunteer uses the reset link and an email is sent, but they don’t receive the email quickly enough, or hit the reset link again by accident. This would result in multiple emails with different reset tokens only the latest of which would work.
  • If a reset token is not valid the volunteer has only the option of sending the reset email again, so if they miss the fail message they can’t try to login, which would be frustrating as it wouldn’t work yet
  • Changed the wording of some of the messaging to make it clearer

All the changes together lead to a more intuitive process and we’ve been logging the outcomes for a while and we are getting far fewer issues.

Email Notification of Deleted Volunteer

Volunteers can remove themselves from your database, an important ability to fulfil your GDPR responsibilities. Previously, although the hours were anonymised and retained, the admins would have no idea that a volunteer had removed themselves.

We’ve added an email notification to the main admin which will tell them which volunteer and email address has been removed.

This clears the path to a future update that will allow admins to pick the level of detail they wish to retain when a volunteer is removed. Keep an eye out for that update.

Volunteer Registration Form Improvements

We’ve added some new messaging and prompts to aid volunteers in completing the location section, which has been an issue for some.

Volunteers cannot proceed when entering a UK postcode until they have hit the search button and selected an address from those available.

This will help those volunteers who find they cannot proceed but don’t know why.

Session Number Filter

Added a session number filter to the volunteer search so you can filter your volunteers by the number of sessions they have joined in addition to the existing filters for number of opportunities and hours logged.

Length of Service Added to Volunteer Search

Just a little something that might help, next to the registration date for volunteers is a year and months since registration figure so you can quickly see how long they have been volunteering.

New Volunteer Search Filters

You can now filter by;

  • volunteers that have never logged in (imported but not logged in)
  • volunteers awaiting parental consent (remember you can resend the parental consent email and update the parental email from the volunteer management page)
  • Expiry date of qualifications
  • Date a volunteer last applied for an opportunity

We add filters to this area regularly so it is always worth a quick scan down the filter list occassionally.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We might even send you a little thank you.

Woman using computer

Accessibility Statement

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On 15th August 2024

In TeamKinetic Best Practice, Technical Updates

Our Commitment to Accessibility

At TeamKinetic, we are committed to ensuring our software platform is accessible to all users, regardless of their abilities or disabilities. We strive to follow best practices and standards to provide an inclusive user experience that caters to diverse needs.

Accessibility Features

We have implemented several features on our website to enhance accessibility, including but not limited to:

  • Keyboard Navigation: Users can navigate through the website using a keyboard, without the need for a mouse.
  • Screen Reader Compatibility: Our content is designed to be compatible with screen reading software, enabling visually impaired users to access information.
  • Text Alternatives: We provide text alternatives for non-text content to ensure that all users can understand the information presented.
  • Consistent Layout: Our website follows a consistent layout and design to facilitate ease of use and navigation.

Limitations and Areas for Improvement

Despite our best efforts, there may be instances where certain aspects of the website are not fully accessible. This may occur due to:

  • Third-Party Integrations: Some sections of our website may include third-party tools or plugins that we do not have full control over. These may not meet our accessibility standards.
  • Technological Constraints: Rapid technological changes may sometimes present challenges that affect our ability to provide fully accessible experiences.
  • Design Trade-offs: Balancing aesthetic design and functionality can occasionally impact the accessibility of certain elements.

Feedback and Assistance

We value feedback from our users and continually seek to improve the accessibility of our website. If you encounter any accessibility barriers or have suggestions for improvement, contact us at info@teamkinetic.co.uk.

Contact Us

For any assistance or to report an accessibility issue, please reach out to our support team:

  • Email: info@teamkinetic.co.uk

We appreciate your patience and understanding as we work to improve the accessibility of our platform. Thank you for helping us create a more inclusive environment for all users.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

New TeamKinetic Integration for the Big Help Out 2024

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On 17th May 2024

In Application Features and Tutorials, News & Views, Technical Updates

We are very excited (and exhausted) to bring you the new TeamKinetic integration for The Big Help Out with DoIt, the platform supporting the 2024 campaign.

We have a video which will take you through the steps and explain the process and you can read a little more about how to register with DoIt and finding your API key with this little piece from DoIt.

The Process

It starts from your super admin menu; find the SETUP page and then the API & Integrations section. You’ll find a section titled DoIt (The Big Help Out).


Here you will find the registration link. This link will allow you to register with DoIt and also join the Big Help Out application. If you already have a DoIt account you should still follow this link as it will check to make sure you already have the Big Help Out app and if not ask you for permission to add it.


Once you have completed the registration process you’ll end up at your DoIt dashboard. On the left hand side hit the Org Settings menu and then look for the Integrations section. In that section you’ll find the API key bit you need.


Hit the generate new key and a new key will be created and displayed on the screen. There is a COPY KEY button you can use to copy the key to your clipboard. Once you have it copied return to your TeamKinetic app and paste the API key into the box ‘Your API Key’ and hit SAVE.


TeamKinetic will scurry off and check that we can connect to your DoIt account and confirm this by displaying your current list of DoIt apps as above. If you see an error message check your key and try again.

That’s it for the setup, from now on when you create an opportunity, on the Promoting and Sharing tab, you ‘ll be asked if you want to share to DoIt and to select the app you want to share to (The Big Help Out in this case).


When managing the opportunity you’ll see in the sharing tab that the oop is shared along with a link to view the opportunity on DoIt and also a button to remove the opportunity from DoIt.


When potential volunteers find your opportunities on The Big Help Out, there is an external apply link that they follow which leads them back to your TeamKinetic website where they can register and join your opportunity. Even if they have a DoIt account they will still get returned to your website.


Providers can also link their own DoIt account in the same way, and share their opportunities to their own DoIt account. This is preferable if you can encourage your providers to do this as it keeps everything nice and tidy and aligned without the potential for duplicating opportunities between one of your partners and yourself. Providers can enter their API key from the Account > Details & Setup page on the integrations tab.


It doesn’t matter whether the opportunity has been uploaded to your DoIt account, or directly to a provider’s DoIt account, the resulting opportunity on DoIt will be the same and the potential volunteer will end up back at your website.

Once you’ve managed to create your account and paste in your DoIt API key it’s super simple from that point on and you’ll soon be sharing your opps to The Big Help Out 2024!

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic – SSO support for enterprise customers

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On 30th April 2024

In Application Features and Tutorials, News & Views, TeamKinetic Features

For those customers that required higher security for their administrators, providers or volunteers, or that required the control of their user generation to be maintained centrally, TeamKinetic supports login and account generation via SSO (single sign on).

We support any SSO provider that is compatible with OpenAuth 2; this includes Azure, Okta, AWS and many others.

You must be an enterprise customer to enable SSO and there is a one-off fee for setup and implementation. To enable SSO we will require a few pieces of information;

  • The client id
  • The client secret id
  • The tenant id

With these we can create the necessary links for the login pages that look a little like this for Azure;

https://login.microsoftonline.com/tenantID/oauth2/v2.0/authorize?scope=openid%20email&response_type=code%20&response_mode=query&client_id=xxxx-xxxxx-xxxx-clientid

The user (admin in this case) will be presented with an SSO only button to login, like this;

They will get redirected to the SSO provider to login using their existing username and password and then if successful will be redirected back to your application. If the email matches an email in your administrator list they will be logged in, or if it does not exist a new minimum administrator account will be created and then they will be logged. Alternatively, if you wish, any emails for successful logins must match pre-existing accounts or the login will fail.

If you are interested in enabling SSO please get in touch or open a support ticket.

TeamKinetic 2.5 – Search is now turbo charged

By

On 25th April 2024

In News & Views, TeamKinetic Features, Technical Updates

The latest major release is now complete! Say hello to TeamKinetic 2.5.

Here are the great new features you can look forward to.

Watch our masterclass on all the key new features now:

Save your favourite searches and set a default


Create your personalised smart search and save to your profile to retrieve anytime. You can set any search as your default for the volunteer, opportunity and provider search pages. So as soon as you open one of those pages you’ll get the results you need immediately.

You can set your defaults across all the search pages in one go from your profile area. (The person icon at the right of the top menu.)

New Search Filters

We’ve added some new filters to the volunteer and opportunity search pages;

  • Date volunteer last logged hours
  • Volunteers waiting for parental consent (in the type sub-filter)
  • Opportunity ID check required
  • Is opportunity accessible
  • Opportunity applicant statuses
  • Providers with open applications

It’s always worth checking the search filters as they get added and improved constantly.

Watch it in action:

Full WYSIWYG rich text editing everywhere

Anywhere you can email a volunteer or a group of volunteers, you’ll now have access to the full rich text editing features and can include images, links and files.


This includes the volunteer search page, opportunity pages, volunteer profile pages. Basically anywhere you can email, expect to see the rich text editor.

Watch it in action:

Volunteer self-reported extra volunteering

We are very excited to reveal that volunteers will now be able to create their own complete record of volunteering and capture all their opportunities and hours.

Volunteers can add a description, the organisation and any hours donated. These will be included in their own record of achievements and hour totals.


Admins are notified when a volunteer adds their own extracurricular volunteering. If they wish, they can certify it and include it as approved hours. Those certified extra volunteering activities will be converted into the regular owed hours (now all termed ‘Extra Volunteering’) type opportunities. These will be included in reports and act as regular logged hours throughout the application.

Watch it in action:

Email send reports

We all know how frustrating it is to send emails to lots of volunteers. Some of them just don’t make it for various reasons.

Now, when you view the email log for any volunteer you will notice a little link next to the subject ‘check delivery’. This small little link will reveal what happened to the email, if it was sent, if it was received, and if opened.


Perfect if you need to know if a volunteer is receiving the emails you are sending.

Watch it in action:

Mark a volunteer as finished on any opportunity type

For long-running opportunities, you can end up with lots of inactive volunteers (those with no future sessions left) clogging up the volunteer list and email lists. Previously you have only been able to remove the volunteers completely from the opportunity which has the undesired side effect of also removing their contribution to the opportunity… not ideal.

We have re-engineered the ‘finished on this opp’ feature. It was previously available on flexible opportunities only, but it has been expanded to all opportunity types.


When selecting volunteers on an opportunity you’ll have an extra function ‘Mark as Finished’ which gives you a few extra options as well as just marking as finished. You can hide the volunteer from the provider completely on the opportunity page and you can also prevent the volunteer from joining any new sessions if you wish.

Watch it in action:

Merging volunteer accounts

It doesn’t happen often, but occasionally a volunteer has unexpectedly registered twice with different email addresses.


This works similarly to the merge provider feature and will copy all the sessions and hours from the volunteer you are viewing to the selected volunteer.

Watch it in action:

Sharing private notes


The private note area has been super useful for lots of our users, and the provider equivalent lets the provider also store private notes for their use against a volunteer.

Admins can now choose to share their private note(s) with providers if they feel it would be useful. And vice-versa: providers can share their private notes with system admins.


Additionally when a provider shares a private note to the admins a notification is sent, in case its important.

Watch it in action:

There are of course many other fixes and improvements;

  • Impersonate a volunteer directly from the opportunity management page,
  • Update expense claims status in bulk,
  • New customisable emails,
  • Tooltips won’t get lost over the edge of small screens.

TeamKinetic 2.5 is scheduled to go live on May 6th. But before we go live we need your feedback! Test all this out right now on https://beta.teamkinetic.co.uk/vk/admin using your regular admin login.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic will be helping you with the Big Help Out and DoIt

By

On 28th March 2024

In News & Views

A new partnership between TeamKinetic and DoIt promises to help you share your opportunities during The Big Help Out.

The Big Help Out is going ahead again in 2024 and here at TeamKinetic, we’ve got you covered to make sure your opportunities can be included.

We have partnered up again with DoIt to prepare a way for you to share your opportunities with DoIt so they can be included in the Big Help Out and beyond.

When active, providers will be able to link their existing DoIt account to the TeamKinetic platform and elect to share individual opportunities with DoIt. They will appear as new activities on the DoIt platform with a link back to the providers’ opportunity on TeamKinetic.

Linking is a simple matter of sharing the secret API key that you can find on your DoIt dashboard. Just cut and paste the key and that’s it.

We are also exploring the possibility of giving admin users the option of sharing opportunities with DoIt. This would be under their own DoIt account, where the provider is unable or unwilling to create a DoIt account or to share the API key with us. This means the shared opportunities will appear under your persona on DoIt, but otherwise will operate in the same way.

If you are interested, get in touch through the usual channels so we can start to prepare your TeamKinetic application to be ready for the Big Help Out.

When is The Big Help Out?

The Big Help Out will take place between the 6th and 9th of June, at the end of Volunteers’ Week (3rd – 9th).

The objective of The Big Help Out is to raise awareness of volunteering throughout the UK and provide opportunities for people to experience volunteering and make a difference in their communities.

About Us, The Big Help Out

Together with DoIt, we’re hoping to make a big difference, making it easier for people to get involved and help out in their communities.

The link between TeamKinetic and DoIt is not active yet. We are hoping to have it ready in good time before The Big Help Out 2024. But if you have any questions about this collaboration in the meantime, please reach out.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic 2.4.1 Minor Release

By

On 25th October 2023

In News & Views, TeamKinetic Features, Technical Updates

The latest minor release is out in the wild now. Here are the big things to watch out for in the new TeamKinetic update.

Tempo Time Credit Integration

This is super exciting and we will be covering this in some other posts and communications.

If you join the Tempo Time Credit scheme, your volunteers will be able to exchange hours they log in TeamKinetic for real-world rewards in their local area. It’s a fantastic way to reward and recognise your volunteers.

The process is fully integrated and volunteers can register and exchange hours from right within the TeamKinetic app. You can find out more on the Tempo website.

Please fill out this form if you’re interested: https://forms.gle/ryvW7cs3yGJGNnV26

TeamKinetic update: screenshot showing Tempo Time Credits integration

First Advantage Digital Check Integration

Another first for volunteer management software. We have integrated the First Advantage digital and criminal check service right into the TeamKinetic app.

As an admin, all you need to do is select the volunteer whose identity you want to check or perform a criminal check on and hit a single button! The volunteer will be contacted to download an identity check app to their phone, proceed to verify their identity, and then the criminal check will be performed and the results fed straight back into TeamKinetic. We expect most checks to be completed within 48 hours.

It’s also possible to perform in-person identity checks and just use the service to complete the criminal check if you are satisfied with the documents presented.

If you’re interested in integrating your identity and criminal checks directly into your volunteer programme, please fill out this form: https://forms.gle/ryvW7cs3yGJGNnV26

TeamKinetic update: image showing the integrated criminal check process

Gender and Birth Sex

We have now successfully decoupled our gender and birth sex questions. Previously we collected the birth sex answer as part of the gender question and you might have noticed that Female/Male was always appended to your own gender list.

We used this answer to define a birth sex of female or male so that if opportunity creators restricted an opportunity by sex we could correctly identify those volunteers that matched.

We’ve been monitoring the usage of the sex-restricted opportunities and it has been going down and down so we decided it was the right time to break this a little so we can get our gender/sex position correct.

You’ll see two new options in the Super Admin Settings > Options menu under the registration section that you can use to switch on/off the Birth Sex and Gender questions. If enabled the questions will be asked at registration and also within the volunteers profile.

If your organisation has no sex-restricted opportunities then the birth sex question will be switched off. We have also retained the female/male responses in your gender lists, but they are now editable, and if you wish you could remove them and use cisgender or whatever your organisation prefers.

Screenshot showing changes to the sex/gender questions in the registration form

Disability and Support Questions

We have also split up this section into two optional registration questions so you can choose to ask if a volunteer considers themselves disabled and/or if they have any extra support issues. We know that for some organisations it is not appropriate to ask or record if a volunteer is disabled but it’s still useful to know about any support issues you can help with.

These options can be found in the REGISTRATION section of the Super Admin Settings > Options menu.

Along with the now optional sex and gender questions you can now have a really minimal registration page which we would always advocate if you don’t need the extra data.

Screenshot showing the volunteer registration form without any gender/sex questions

Auto Deletion of Volunteers

We recognise that storing old data can be an issue, both for GDPR and reporting. It has always been possible to delete volunteers based on a filter like login activity but it was manual. We have added a new feature where you can switch on auto deletion and enter the period of inactivity after which to remove the volunteers.

Matching volunteers will be marked for deletion if they have not logged in within the period you specify, which is 12 months by default. Then after 48 hours, they will be removed and their hours saved in the usual way for deleted volunteers.

Recording No-Shows

For some of our customers, no-shows can be a real issue and while it has been possible to check volunteers in via the day schedule report page, and for volunteers to self-report as a no-show, we’ve not supported an admin method to record the no-show.

You can now do this for single or multiple sessions in the past from the Log Hours section of the opportunity management page. This data is being recorded and once we have some more to work with we will be reporting this data back via the reporting pages and volunteer management page.

Screenshot showing how users can record a no-show volunteer within TeamKinetic now

Volunteer Status

In the past we have had three possible statuses for a volunteer; newly registered with no access, access granted, and access revoked. We have extended this to include a retired status, a revoked due to safeguarding issues, and an under-review status. These status changes have also been added to the webhook actions so your connected applications can be notified when a volunteer’s status changes.

Screenshot showing the different volunteer access options

More Automated Notifications

We’ve added a few more email notifications to try and streamline the pre and post-session operation.

If you utilise the custom opp joining email to let your volunteers know more details about the opportunity once they have joined, then we will resend that email the day before a volunteer’s next session, just to remind them!

We have also added an editable post-opportunity period setting so that you can control how long after a volunteer’s last session on an opportunity they receive the post-opp reminder email (or you can switch it off entirely). If the opportunity has a post-opp survey or document this will be appended to the email.

Screenshot showing the TeamKinetic settings for Email Notifications

The eagle-eyed amongst you will also notice in that screenshot that you can now also choose to include or exclude events in the weekly email newsletter that is sent every Friday.

There is of course, as always, the usual bug fixes and small changes that we hope make your day-to-day interaction with TeamKinetic better and better.

Many thanks to all our customers who open support tickets and new feature requests that helped shape this TeamKinetic update…keep them coming in!

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on G2, we’d really appreciate it!

TeamKinetic 2.3.1 Minor Release

By

On 6th June 2023

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

Following on from 2.3.0 which was a pretty large minor release we have some new updates for you which came about from support tickets and chats about the latest version

Easier Volunteer Reporting

We get asked pretty regularly what ACTIVE means and how to find out how many active volunteers there are or other criteria about active volunteers. Active volunteers are those that have joined a session OR logged hours on a flexible opp between the dates selected.

To this end, we have split the basic reporting available for volunteers into an ACTIVE and a REGISTERED tab. So any figures you are looking at in the active section will represent volunteers that have joined a session OR logged hours on a flexible opp between the dates selected. The registered section will show the data for volunteers that have registered between the dates selected.

More Volunteer Search Filters

To help with discovering your active volunteers we have also added new filters called ACTIVE/INACTIVE to the volunteer search pages so you can search for activity or lack of it between dates.

If you need to find out how many volunteers have a pending application or have been waiting for a long time for their opp application to be processed you can use the new Application Status and Date Last Applied filters.

Block Access to Volunteer Uploads

Providers were able to always view the documents and qualifications that volunteers uploaded if the volunteer was linked to the provider. There is now a new super admin option where you can switch this off so that only administrators can view these documents.

Opportunity Promotion for Providers

Providers are now able to send the opportunity promotion email straight to all their linked volunteers via a checkbox in addition to being able to add emails manually.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

TeamKinetic 2.3.0 Minor Release

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On 12th April 2023

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

For a minor release, this one is quite major! There are no breaking changes or anything huge but some great improvements.

Match ALL or ANY on the Volunteer Search Page

On the volunteer search page, you can now select ALL or ANY as the matching criteria. This means you could search for volunteers that are a member of any of a set of groups, or that live in any of a set of postcodes for instance.

Not Checked Option When Filtering

When filtering on custom questions that are checkboxes you can now filter by these boxes not being checked. Previously as nothing is stored when a box is unchecked this was not possible.

Volunteer Action Log

A great new feature that allows admins to check what has been happening with a particular volunteer. Currently, it displays what opps they have viewed, when they have logged hours, joined sessions, and so on. We’ll be extended this with more logged actions in future releases

Create a PDF of Opportunities

Find the opportunities you want to include in the PDF, click their checkboxes and you can now print a nicely formatted PDF with an opportunity on each page.

You get a few options of what to include in the printout and a handy QR code is included so volunteers can find the opp quickly on your website.

Multiple LinkWide Group Membership

For those of you that are in a LinkWide sharing group (get in touch if this sounds like something you would be interested in), you can now join multiple groups, each with its own sharing ruleset.

Editing Existing Resources

You can now edit your existing resources…no need to delete and recreate which is a real-time saver. Additionally, you can also edit the order in which the resources appear.

Select Specific Map Location When Creating Opps

We’ve added back in the ability to move the map marker when creating opps with the new opp creation screens, jsut as you could when editing an opportunity.

Email All Providers from Opp Selection

Previous to this release, when you select a number of opportunities from the opp search page it was only possible to email all the volunteers on those opps. You can now also email all the providers who created those opps. This is great for chasing up providers who have outstanding volunteer applications for their opps for instance.

Improved Email Logging

The storage of the plain text version of sent emails has been improved so you won’t see all the HTML stuff when looking at a volunteer or provider email log anymore.

Better Upload Image Support

We can now support all modern web image formats including WEBP when you are uploading images anywhere in the app.

 

Over 50 smaller fixes and improvements have also been added which I hope will make you even more productive day to day.

As always, we are ready to take your feedback and questions in all the normal channels.

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