Welcome to another TeamKinetic Masterclass. This time we’re looking at safeguarding good practice in TeamKinetic, including managing manual and digital ID and background checks.
Safeguarding is a complex and tough subject, with no single strategy that works for everyone. Hopefully, this Masterclass will illustrate the tools and functions in TeamKinetic that can be incorporated into your safeguarding strategy.
We will start with manual background and identity checks which are the traditional methods, moving on to introduce our fully integrated, digital ID and background checks. No more in-person or post-office identification checks!
Background checks are just the start, there are many other tools and functions in TeamKinetic that can help.
We will also be taking a look at storing and distributing documents, data retention and data deletion, references, feedback, managing chat rooms and keeping accurate notes within TeamKinetic.
Who needs to learn about safeguarding help in TeamKinetic?
This is a topic for any admin users that are responsible for creating or executing safeguarding policies.
You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’.
If you’d like to suggest a masterclass on a TeamKinetic feature, please let us know. We’d be happy to develop one on any topic! You can get in touch via our website, email, phone, or social media. See all the important links below.
You can find TeamKinetic on social media and listen to our podcast:
Join Steve in this TeamKinetic Masterclass on managing volunteer expenses.
Allowing your volunteers to claim back expenses is a great way to diversify your volunteer base. Find out where all the features you need are, and also about our in-app payments system so you can pay volunteers directly.
Who is this TeamKinetic masterclass for?
This is an advanced topic and attendees should be familiar with how to create opportunities already.
You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’.
If you’d like to suggest a future TeamKinetic Masterclass, please let us know. We’d be happy to develop one on any topic! You can get in touch via our website, email, phone, or social media. See all the important links below.
You can find TeamKinetic on social media and listen to our podcast:
If you’re going to be managing volunteer references with TeamKinetic, this is the masterclass for you.
References are very useful, but it is a fairly new feature to TeamKinetic so might not have been covered in your initial training. In this masterclass, Steve will get you up to speed quickly on references and how to add them to your opportunities.
Who needs to know about managing volunteer references?
This is a more advanced topic. Therefore it is suitable for TeamKinetic admin users who are already familiar with opportunity creation and the onboarding and restriction model for opportunities.
You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’.
If you’d like to suggest a masterclass on a TeamKinetic feature, please let us know. We’d be happy to develop one on any topic! You can get in touch via our website, email, phone, or social media. See all the important links below.
You can find TeamKinetic on social media and listen to our podcast:
A masterclass in how to leverage the extensive functions and features in TeamKinetic when it comes to communicating with users.
In this TeamKinetic Masterclass, Steve covers the different communication tools available, what contexts to use them in, and how to use them most effectively when communicating with users.
Communication tools available within TeamKinetic include emails (singular/bulk), SMS text messaging, chat rooms, notifications, and newsletters.
Watch the session on communicating with users below, or click here
You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’.
If you’d like to suggest a masterclass on a TeamKinetic feature, please let us know. We’d be happy to develop one on any topic! You can get in touch via our website, email, phone, or social media. See all the important links below.
You can find TeamKinetic on social media and listen to our podcast:
Only a month since the last interim release and here we are again!
As you can tell from the version number bump this is a mostly minor release but there are a few goodies in there.
Email Failure Reports
Our Enterprise level customers can now see a report of the last month’s email failures. This includes hard bounces, where the email was returned for some reason and could not be delivered, rejects where the email address does not exist, and spam responses where the user has reported the email as spam.
In the case of rejects and hard bounces, the volunteer or provider email is marked as INVALID and in the case of spam reports they are marked as DO NOT SEND EMAILS. In both cases the email address will no longer be sent any bulk group, or weekly emails.
We are working on including the email content and subect so that you know which email raised the error and failed.
Event Area Updated
The event area has now been updated to match the look and functionality of the volunteer and opportunity search and manage pages. It looks a lot easier on the eye and for those of you that run a lot of events, you can now easily search them.
Storage Improvements
We’ve mow moved nearly all of the image and document storage to Amazon’s S3 which should improve load and caching times for images like the opportunity images, event images, downloadable documents etc.
There will not be any visible changes and it should be totally transparent to our customers.
Club Functionality Integrated
For those enterprise customers that use ClubKinetic, this has all been integrated into the main top menu bar under the, obvious heading, clubs!
The pages have also been updated to match the layout and functionality of the main areas.
New Qualifications Search Filter
For those customers that use volunteer qualifications you can now filter your volunteers on their uploaded qualifications.
Refreshed and Update News Area
For the administrators the news area has been refreshed and now looks and acts the same as the main areas of the application.
More Sortable Tables
We’ve added some simple sorting to tables that are not paged through many records, for instance the open opportunities table on the admin dashboard. Just click the column header to sort and each time you click the sort direction will be reversed.
There are also the normal smaller bug fixes and visual immprovements throughout the application. Many thanks to everyone that opens support tickets with ideas or lets us know if something isn’t working properly.
You’ll already be on the new release by the time you read this, so enjoy and get in touch if you have any comments.
Hot on the heels of 2.09 from December we have another interim release for you. This one focuses on improvements to the expenses functionality after feedback and suggestions from our fantastic users. As always though, there is plenty of stuff to talk about.
Volunteer Expenses Improvements
Volunteers now have a few more options; they can update their bank details at anytime, delete unprocessed expense claims, and quickly view any current claims. Additionally if the claim has not yet been processed the volunteer can also update any of the details. We’ve also adjusted the layout so it looks better on small and mobile screens.
Administrator Expense Improvements
Administrators can now create a new expense claim for any volunteer without impersonating them. Just tap in the name of the volunteer and complete the form, dead easy.
When exporting the expense details to a CSV, we now include a link to the uplaoded receipt file if it exists, which makes it easier to pass the details on to a different department.
The volunteer’s bank details are now also visible and editable on their management page. All processed claims when marked as paid, are stored along with the bank account details that were recorded at that time, so you will have a nice audit trail if accounts change.
New Custom Emails
We’ve added a couple of new custom email and also split the emails up into three tabs; sent to volunteers, providers and admins.
You can now edit the password reset email to add more information and instruciton if your volunteers are struggling. This email was previously sent but was not customisable.
We’ve also added a brand new process for when a volunteer removes themselves (see below) from the system and we’ve added a custom email to go along with that process.
New Restore Feature For Volunteers
Previously when a volunteer deleted their own account they were taken back to the homepage and their data and login details were immediately removed.
Now the new custom email (see above) is sent and the volunteer is given some information about what happens now; when their data is destroyed etc. Most importantly, the email contains a special link that the volunteer can use to restore their account if they change their mind, or in case of a mistake. The volunteer has 48 hours to restore the account before its removed.
More Customisable Registration Fields
We’ve added the data sharing confirmation questions to those that are customisable from the super admin pages. So you can now update the label and the tool tip for these fields.
We’ve also improved the tool tip recognition code for your customised registration fields so they show more effectively now.
Dual Language Support for Custom Questions
We did previously support dual language for custom questions but now super admins can edit and adjust all their own custom questions at anytime from the same interface as the main language questions.
Dual Language Support for Customised Registration Questions
Additionally super admins can now also adjust the text, labels and tool tips for all the required registration questions instead of relying on the fixed translations.
Provider Search Speed Improvements
You may have noticed the provider search page was slowing down and took a number of seconds to return the first set of providers. These slowdowns when using the same database query as previous are due to table size effects and data complexity. The same query works fine upto a tipping point, then its slows down precipitously. The query has been redesigned and is now nice and snappy again.
As this is an interim release, we dont have the beta test period we employ with our larger release. This means this release will be hitting your browsers this week. Get in touch if you have any questions or feedback.
Our sincere apologies for the length of the outage reported today, we always strive to give our customers the best possible service and we failed today to identify and resolve the issue quickly enough.
What Happened?
From approximately 08:30 on Thursday 30th December our services started reporting connectivity issues. These increased in severity until at approx 09:15 it was not possible to connect to any of our services. At this point our main network connections were reporting a network cable unplugged error.
The issue was restricted to wider network access and at no time was data loss an issue, the services continued to run successfully and data integrity was retained.
Full service was restored at approximately 13:30.
Why Did This Happen?
A network switch was reporting spikes in packets sent by our services and eventually hit the maximum threshold for packet traffic within 30 minutes. This activated the StormGuard feature of the network which helps to prevent malicious traffic taking over the network by isolating the offending section of the network.
No corresponding increase in traffic was reported and general network traffic generated by our services was within normal limits.
The switch was reset but would repeatedly trigger StormGuard and block access to our services.
What Did We Do?
Initially we requested that all cabling was checked, and this was found to be in place and seemingly active. We then checked our network drivers and reset all connections. It was suspected at this point that there may be a hardware failure of our own network cards and so a new server with new network cards was provisioned in case we needed to move data if we could not restore connections.
Whilst the new server was provisioned we started to audit connection points further up the network chain, that are out of our direct control, with our provider. Eventually a network switch was identified as blocking traffic from our servers.
Once the switch was identified as the cause of the outage, but no corresponding issue was found on the servers we requested that the network switch was switched to its redundant backup partner.
The switch is a deep level switch shared by other independent services and so the switch to the redundant partner takes time to effect.
Once the partner switch was brought online and the block removed all services were restored and all data fully available.
What Are We Still Doing?
We are monitoring network traffic between our servers and the switch and have instigated an audit of the server logs and access to rule out any possibility of malicious programs or access.
What Could Have Prevented This Issue and What Now?
We did not identify the ultimate cause quickly enough. The server interface does not include any indication of this block that is applied further upstream. Our service provider has already prepared some guidance on how to identify this issue in the future and is looking at ways to include StormGuard notifications in the user interface.
This issue was not caused by a bug or misconfiguration but a hardware failure. We could not have prevented the hardware failure, they will happen eventually, but as we were not aware of the potentially blocking actions of StormGuard it took us longer than necessary to restore access.
We will be updating our disaster recovery procedure to include making checks on upstream switches and other network hardware in the case that there appears to be network hardware issues with our servers.
We have had very few outages in our history. This is the first major outage that affected all customers and was persistent for more than a few minutes. Our last unexpected downtime was reported on March 20th 2021 and lasted for less than 3 minutes.
You can view our current and historical status report at https://teamkinetic.statuspage.io/
Another great value interim release for you all, and only a few weeks since the last one! This one is all software based, no hardware or infrastructure updates, which is much better for my health and sanity =)
Update Feedback from Volunteer Dashboard
Providers and admins can now update a volunteers feedback from the feedback section on the volunteer dashboard page. Just hit the update link and you can save it right there – no refresh required.
New Translation Engine
For those customers (Enterprise only) that use an alternative language to English (get in touch if you are interested) we have now brought all translations in-house to our own replacement engine.
This has a number of advantages; we can update and add new replacements fast, translator marked Super Admins can provide translations right there in the Super Admin area, and they can request new replacements to be added.
Using our own replacement and translation engine has increased the page load time for translated pages by four fold, an excellent result.
Send Custom Newsletters Whenever You Want
The bulk email system has been updated to use the same HTML wrapper as the weekly newsletter, so all your bulk emails will now look better and have more branding elements for your organisation.
When creating bulk emails you can now select any number of opportunities to be included in the email. You have the option of including the events that week and if you want to show the volunteer’s statistics across the top. These are all displayed in exactly the same way as within the newsletter so its now possible to send a newsletter type email to any of your volunteers, for any of your opportunities, whenever you like!
We have also rearrange and refactored the preview and draft buttons so you can now send a preview email to your email instantly and save a draft copy without leaving the page. We also now update the saved draft each time you hit the save draft button, rather than creating a new draft.
Expenses Module – First Phase
This is another great Enterprise only option to help you manage your expenses. You’ve been able to mark an opportunity as expenses provided for quite a few versions now. This new module closes the loop for expenses.
Volunteers can select applicable opportunities from their dashboard, upload a receipt, an explanation of what the expense is for, and the amount they are claiming.
Admins get an alert when a new claim is submitted by a volunteer and can manage them all from a simple interface.
The admin can view the receipt, adjust the claim amount, and update the claim status. A full history of changes and notes is maintained and viewable underneath the main claim.
We have also added some additional profile data points for UK bank account and sort codes which are only requested and stored if a volunteer makes an expenses claim. One day we hope to create some in app payment methods but we’ve yet to find one that has been acceptable to the majority of our customers yet…but we are still looking!
The managed expenses module is an enterprise only feature. Administrators can switch this module on and off and allow trusted providers to be able to mark an opportunity with the managed expenses flag. The managed expenses runs alongside the regular expenses flag, so anyone can still mark an opportunity as paying expenses, and this will show in the search filters and opp description, but only enterprise admins and trsuted providers will be able to add this managed aspect to those expenses.
Front page customisations
Our new front end (if you are not using it we suggest switching it on as volunteers seem to prefer it!) has some extra customisations, and now they are all also available in your chosen alternative language (enterprise only).
If you can’t find a suitable image, then it will fill the background with some of your chosen colours with a subtle animation effect so it will still look great even without an image.
Accreditation Improvements
We’ve standardised all the accreditation badge prints now so there will be zero variability between badges no matter how you print them.
We’ve also added the help and support menu to the accreditation menus so you can open support tickets straight from there without having to return the main volunteer menu.
The event access screen now accommodates the full 12 possible areas for each event and correctly displays access for each selectable zone.
There have also been quite a few small improvements and enhancements to the UI/UX as we harmonise it with the main application.
You can try out these features as normal on the beta site before the interim gets pushed out on 5th December. We’ll be notifying everyone and getting together some training videos and materials to make sure you can hit the ground running.
Closing Opportunities Added to Dashboard
Opportunities that are closing within 7 days are now shown to providers in their dashboard under the tasks panel.
These have been available on the administrators dashboard for a little while now but have now been brought across to the provider dashboard as well.
Happy Birthday Message for Volunteers
Just a little message on their dashboard when it is their birthday, wishing them the best and thanking them for volunteering.
We’ll be adding more life events to these notifications over time, like anniversaries of them registering, joining their first opportunity, logging their first hours etc.
Restore Recently Deleted Volunteers
We receive quite a few support tickets where administrators have accidentally deleted a volunteer, or deleted the wrong volunteer.
So we have implemented a restore feature that will work for 48 hours after the deletion. You can use the new DELETED filter in the volunteer search page to find all the volunteers that have been deleted in the last 48 hours. To restore a volunteer just hit the checkbox next to their name and then use the CHANGE STATUS bulk action in the bottom blue bar to restore them.
Once the 48 hour period has expired you will not be able to restore that volunteer. We can restore volunteers after this period for upto 30 days from cold storage backups but there is a charge.
Administators cannot restore a volunteer that has removed themselves, for obvious reasons; however all their hours are anonymised and retained.
Anonymised Hours from Deleted Vounteers Included
You can now see your anonymised hours from deleted volunteers in the quick stats area of the reporting pages. It combines the totals and highlights the total from deleted volunteers in brackets.
The date of removal is used as the hour logged date.
We have had a busy few weeks and have rolled out another interim release packed full of useful changes and updates suggested by our users.
Additionally we have also updated our infrastructure over the last few weekends with minimal distruption. All our servers and virtual environments are now on the latest server operating system and our database has also been updated to a new version. We’ve also thrown some more hardware at the application and I hope you have noticed some snappier responses.
Custom emails for opportunities
You can now add a custom email to an opportunity that is sent when a volunteer joins INSTEAD of the universal email (the universal email remains accessible and customisable as before). So if you have a special message to give to volunteers that join certain opportunities here is your chance.
It’s super easy to use and access, quick check box to say you want to use a custom email then you will see the normal editor window where you can craft the email.
Administrators can add an attachment to these emails from the normal list of email attachments you are used to seeing in the bulk email and email customisation areas.
Remember, this email is sent INSTEAD of the universal one, so be sure to include full details.
Custom email for role applications
Just as above, now when super admins are creating or editing roles they can add a custom email that is sent when a volunteer applies for that role.
It all works identically as for custom opportunity emails, and once again is sent instead of the universal email.
Close applications for an opportunity
Admins and providers can now hit a button on the APPLICANTS tab for apply first opportunties which will close applications for the opportunity without closing the opportunity. This enables already accepted volunteers to carry on as normal, and access new sessions, without attracting any new applicants.
Opportunity image enforcement option
Super Admins can now elect to switch of the mandatory upload of images for each opportunity. This option is OFF be default.
Information about the opportunity the intial role application was for
When a volunteer first applies for a role we record which opportunity this was on. We used this to enable the auto application to the opportunity if it was required, once the role applicaiton was complete and successful.
We have now started to show this information on the role management page so you know which opportunity the volunteer was originally interested in.
The volunteer also gets this information, along with a link to the original opportunity so they don’t need to hunt around to find it.
New and fixed reports
We have added a pie chart showing the proportion if volunteers on events and opportunities that have reported as having special needs or disabilities, downloadable of course.
The pie chart showing the ethnicity of volunteers on opportunities and events was not using distinct volunteers, but all the joined sessions. This has been fixed and is now accurate and the total volunteers will match the number given in the summary for volunteers.
Improved profile editing for volunteers
The layout when editing the profile for a volunteer has been tidied up and the various layouts for external volunteers, provider editing pages have also been improved.
We have split out the location aspects of their profile from their personal details, so you can update and edit independantly. This will help where location details have not been recorded properly but you still need to update other aspects of their profile.
Feedback report is now downloadable
Added a download button to the feedback report page so you can grab a full list of all the feedback at anypoint.
New filter for searching volunteers
You can now choose in the TYPE filter, to show volunteers that will and that will not receive bulk emails. A volunteer only receives bulk emails if they have opted in, have a valid email address, and have been granted access.
Faster searching
The opportunity search page speed has been improved by excluding distance calculations where possible and also using a boundary box method of finding matching opportunities rather than calculating the distance from the volunteers location and all other opportunites.
This is not as accurate but much faster and the accuracy is perfectly acceptable for this search. This means that empty or null searches, which are by far the most performed search such as;
can return the maximum 250 opportunities in less than a second.
Providers having multiple accounts is now optional
The ability for providers to create their own sub accounts for collegues to use to login is now an option. You can find it in the super admin menu > options > everything else tab.
Better ordering of completed opportunities for volunteers
When volunteers view their opportunity tab in their dashboard, completed opportunities were ordered by their start date (age). We’ve switched this around now so that the opportunities are ordered by the date of their last session on that opportunity. So the opportunity that was mostly recently completed is at the top.
In app criminal checks
We are just finishing our initial development of in app criminal checks with KnowYourPeople in the UK. This wil mean you can fill out a simple form in the app, send it off and within 24 hours or so you will have the completed criminal check details available on the volunteers profile.
They will also send the certifcate to the volunteers address and your organisation name will appear on the certificate.
We don’t have finalised prices for the each check, but we are confident they will be less than £12 per check for the enhanced version.
If you are interested in trialing this new feature please get in touch.
