This is it… the release date is upon us and on November 5th the next version of TeamKinetic will be appearing on your desktops.

This Facebook Live session will cover the excellent filtering and searching options that we have added to the volunteer, opportunity and provider search. We will also be talking a little about the release schedule and what we will be doing to try to ensure a smooth transition.

The new filtering selection allows you to add multiple filters easily without having to scroll up and down, we’ve also included custom fields where applicable.

You can add or remove filters automatically and the results will update each time.

The navigation bar allows you to scroll through the results, change the displayed number of rows, and tells you how many results in total we have found.

You can also download all the results to a CSV, this will create a file with a copy of every row, not just the ones you are viewing at the time.

If you select any of the results using the checkboxes in the first column the bulk task options will appear at the bottom of your screen.

The available options will alter depending on which search you are performing, but in each case, a window will pop up where you can confirm your action and provide any further details.

If there is only one action available for a row it will just be a simple text link at the end, this is also the case when searching for opportunities.

If there are multiple actions you’ll see the triple dot icon that you can click to bring up the actions, these are things like impersonate, email, manage etc.

You’ll start to see this table search and filtering pattern turning up throughout TeamKinetic, we think its a vast improvement and we hope you’ll think so too.

Join our Facebook live session on Tuesday 5th November to find out more about getting the most out of the application process.

In our final pre-release Facebook Live session we are going to be looking at the opportunity application process and how to get the most out of applying opportunities.

Many of our customers have specific on-boarding processes for specific opportunities or types of opportunities. These checks take place before a volunteer can join a session on an opportunity.

Unlike requirements like inductions and criminal checks, the application process is specific to the opportunity and so all volunteers are required to complete the on-boarding before being allowed to join an opportunity.

When creating an opportunity look out for the selection options and from there you can choose to create an applying opportunity and also specify some of the other pre-requisites like references.

When a volunteer finds this opportunity they will be presented with an option to apply and will be asked to complete all the pre-requisites.

They provider and volunteer will each receive an email letting them know the application has been received.

The provider or administrator can manage the applicants from the regular opportunity management page. From the applicants tab they can view all the current applicants, approve or deny applicants and download the applicant list.

Once approved the volunteer is sent an email confirmation with a link to the opportunity and can then go ahead and join sessions in the normal way.

If the opportunity is a flexible opportunity the volunteer is automatically joined to the single session that represents the length of the flexible opportunity.

It’s important to remember that when an application is received, the volunteer is not yet on the opportunity, their application must be approved AND they must choose their sessions (if the opportunity is session based).

In summary the application process looks like this;

1. Create an APPLICATION opportunity
2. Wait for volunteers to apply
3. Process your applicants on the opportunity management page applicant tab
4. Continue to manage the volunteers that have joined your opportunity after having their application approved

Join our Facebook live session on Tuesday 29th October to find out more about getting the most out of the application process.

This week we will be discussing a much requested new feature, that will give you far more control than ever over the communications TeamKinetic sends to volunteers and providers; customising automated emails.

TeamKinetic keeps your volunteers and providers up to date, with notifications about opportunity activity, chat room messages, applications, registrations and many other actions and events.

We have default content for all these messages but now you can edit and customise over 30 messages.

Its dead simple to edit a message, just click the edit button to bring up a window like below.

Each message has its own set of replacements you can use which will be replaced when sent, like opportunity title, opportunity link or the volunteer name. Just click on any of the blue replacement buttons in the right column and they will appear at the current position in your custom message.

You can also now attach files to these messages!

Join our Facebook live session on Tuesday 22nd October to find out more about customising your own messages.