All information on new features and technical updates to TeamKinetic can be found here. We aim to update the system regularly based on user feedback and the latest technological developments in the sector.
We have been slowly pushing out our 2020 Q1 interim changes for v1.4.1 and this will be complete by 7th February 2020.
You’ll have noticed a few differences already but these are the highlights, along with many bug fixes.
Improved Accessible Universal Search
The universal search is super useful but we know some customers are having trouble with the time delay used before searching and focusing the mouse on the results box.
This was done to improve its accessibility because without that switch of focus to the results window users of assistive technology and keyboard only users, would find it difficult to access the results.
We have listened to the feedback and have completely redesigned the universal search so that it is now even more accessible without annoying mouse users by switching focus.
The same results panel will appear but it now captures keyboard inputs so that using up and down, escape and return will enable keyboard users to navigate the list without ever switching the focus from the search box.
In addition all the correct ARIA attributes have been added and an additional assertive announcement for screen readers that will let the user know how many results have been returned and how to navigate them.
Login With Social Media (Single Sign On)
You’ll see a change to all login pages shortly; admin, provider, and volunteer login pages will have additional buttons for logging in with Google, Facebook, and for providers and admins, LinkedIn.
Your registered emails will have to match of course but if they do and you are already logged in with Google, Facebook or LinkedIn, you’ll get bumped straight to your dashboard just by clicking one of the social media sign in buttons. The first time you do this you may be asked to give TeamKinetic permission to receive your email address, we have to get that in order to match your account.
New Search Behaviours
We have adjusted the way the search filters are added to make them more accessible. Previously when you selected the type of filter it would be added automatically to the search. This renders it unusable for keyboard only users as they are not able to skip through the available filters without triggering their addition. So we have added a physical button you use to add the filter and some other improvements to make the search accessible.
New Search Filters
We have added some new filters to opportunity, provider, and volunteer searches, and also rearranged some others.
The new TYPE filter now contains multiple types of opportunity you can filter by, sessional, flexible, applying, and requiring references. We will be adding more as we test them.
For volunteer search we have added date FIRST and date LAST joined an opportunity along with a LINKED TO filter for finding which volunteers are linked to which providers.
Improved Reporting Text
We have updated the help tool tips on the reporting page to better explain what data is being shown. In particular around what is meant be converted, new, active, etc.
Universal Search Updates
The ordering of results has been changed so that older, less active volunteers, opportunities, and providers are less likely to appear in the top 5 results that are shown if there are many matches.
Dashboard Updates
We’ve altered the open opportunities display to remove the open/closed status (because of course they are all open!) and switched in a text category status which is also an accessibility improvement as the category is not communicated solely with colour.
There are lots of other smaller improvements, like adding more notifications to the top left notification area when actions are taking place, standardising button behaviour, harmonising more user interface elements and generally cleaning up!
For week three we will be discussing a new feature whose beginnings you may have spotted and wondered about in our last release; trusted providers.
Trusted Providers
Trusted providers have an elevated set of privileges compared to your regular providers. The could represent for instance, providers that are internal to your organisation, or those that have received extra training.
To add the trusted status just use the button in the provider management page. You can also use the new provider search pages to change the status of multiple providers in one go.
What are Trusted Providers?
Trusted providers have some extra abilities over your regular providers;
Their new opportunities are auto authorised
They can add criminal check and induction required status to their opportunities
They can add any volunteer to a session, not just those that have already joined one of their sessions or that is linked to them
Welcome to week two of our pre-release introductions to the new features coming in TeamKinetic 1.4.
This week we will be focusing on the new features in the add opportunity page and when searching for opportunities.
Adding a New Opportunity
When your admins or providers add a new opportunity they will now be given an immediate choice of whether they wish to create a complete or a quick advert opportunity.
If they choose the quick opportunity type they will be presented with a much reduced option list for the opportunity. This is aimed at people that either don’t have much idea of what the final opportunity details will be, but want to get on and start recruiting, or for those organisations that will probably be managing the post sign up process themselves.
The resulting opportunity will be a flexible opp that is set to start immediately and will run continuously.
Once created the provider and admins will have full control over the opportunity and can add further details, or convert to a session based opportunity at anytime.
We have also updated and we hope simplified adding sessions to an opportunity. We’ve taken out some of the confusing language around the types of opportunities you can add and instead just asked them to make a choice between an opportunity with sessions and a flexible opportunity without sessions.
If a user picks the session based opportunity they can then choose a recurring session structure or can add the sessions individually.
Searching Existing Opportunities
For 1.4 we have a great new set of features for searching and filtering opportunities.
You’ll notice straight away that this is very different from our previous opportunity search page!
You can now page through the results, add filters, download the results and perform bulk actions on the opportunities by clicking the checkboxes at the start of each row.
This type of search table will be appearing throughout the application in future version and is already implemented for volunteer and provider searching complete with custom field filtering.
TeamKinetic v1.4 will be released on November 5th, there will be fireworks and parties all across the UK!
1.4 is a big release where we have brought together many requests for new features and also importantly we have made big steps towards unifying the interface to create a consistent experience everywhere.
1.4 will probably be our last new feature focus release for a good while. The next few releases will be focused on continuing the unifying process, improving the foundations, continuing our accessibility improvements and tidying all those loose ends up.
We have added a brand new email editor so that you can customise over 30 of the TeamKinetic automated emails.
New Searching for Volunteers, Providers and Opportunities
Completely rewritten search pages for volunteers, providers and opportunities. Much clearer and cleaner layout with row and bulk actions, paging, and filters.
Search for Volunteers by Custom Field
Custom fields are included in the filters, so you can filter and search for volunteers by all the profile and registration fields you have added.
Ability to Customise Your Genders & Ethnicities
Add, remove,re-order and re-map your gender and ethnicity results. These custom lists will also be reflected in the reports and downloads.
Collect ‘other’ Ethnicity and Gender
If registering volunteers select OTHER from the gender or ethnicity list they will be presented with a text box where they can enter their self identified gender or ethnicity.
You can use the new custom gender and ethnicity management shown above, to view, add and map these other entries.
Trusted Providers
Providers can now be marked as TRUSTED, this means that they will have additional privileges including:
Ability to add ANY volunteer to their opportunities (not just the providers limited cohort of volunteers).
Only allow trusted providers to create opportunities which require CRIMINAL RECORD checks.
Trusted provider opportunities can be auto-authorised.
Set Maximum Volunteers PER SESSION
When creating or editing opportunities you are now able to set a maximum volunteer limit on each session independently. When creating repeating opportunities each session will default to the same maximum but you can then adjust these session by session if required.
Define Time Gaps Between Sessions
Need to define a minimum gap between session that a volunteer can join? Now you can!
If you are hosting an event you may want to enforce a time limit gap to prevent a volunteer joining two opportunity sessions with not enough time to get from one to the other. You can now define the allowable time gap between these sessions. For example, if you define 30 minutes then a volunteer will not be able to join a session that ends at 1:00 pm AND a session that starts at 1:15 pm.
Improve Page Layouts
Courses page
Find Volunteers Page
Find Providers Page
Find Opportunities Listing Page
Parental Consent Phone Number
When a volunteer registers who requires parental consent, it asks for their parents email and in addition for their parents contact number. This information is held against the volunteers profile so the parents can be contacted by telephone if required.
Inviting Volunteers
Administrators and providers can now invite volunteers to your system from their main menu. Volunteers are invited by entering their email address OR uploading a list of email addresses.
Administrators can see the list of all invited volunteers and we have also improved the messaging you receive when duplicates are added.
Volunteer & Provider Downloads Include Custom Fields
When you export your volunteer or provider data it now includes any custom fields.
Volunteer Note Improvements
Providers can now record private notes on their volunteers. These can be used for recording conversations or additional information related to the volunteers personal needs.
Both administrators and providers can now add and remove discrete dated notes creating a history and audit trail for notes.
Improved Interface For Uploading Images
There is now the ability to move and crop images when uploading them to either the front page, providers profile page or the events page.
Registration Captcha Updated To Simpler System
The Google Captcha v2 (the image picking one) has now been thoroughly defeated, which means we are making it harder for people to register but not any harder for robots, so we have removed it.
We now protect your applications from bogus registrations with a number of discreet features that will not get in the way of your volunteers registering.
Improved Interface For Applicants
We have added some notification reminders and visual clues if an opportunity has unprocessed applicants.
If there are any applicants that have not yet received a decision your home page will list them and if you manage the opportunity, the applicant tab will be highlighted and a notification appears in the summary area.
In addition we have improved the default email that is sent to providers when a new application is received to help clarify that difference between an application and a joining event.
Creating Quick Opportunities
The new opportunity screen can be daunting for new users and for those providers that have little or no training. It also assumes that providers wish to manage the entire volunteering life-cycle within TeamKinetic, which is not always the case.
We have added the option when creating a new opportunity to choose a quick opp. This gives a much reduced option list to the provider and allows them to quickly create an open ended flexible opportunity that starts as soon as it is authorised.
Combined Linked Volunteers and Volunteers Searching
Providers can now search for both their active volunteers and linked volunteers from the same search page. They can unlink volunteers directly from the search results and no longer need the separate linked volunteers page.
Pause Emails means PAUSE EMAILS, but not Brexit!
We have changed the pause emails button to pause all emails including when a volunteer is removed from the opportunity or session. When completely removing a volunteer you are given the option of sending the removal email.
Simpler Interface for OWED HOURS
If you have a volunteer who has done some volunteering outside of your system it is now easier than ever to record those hours within you system.
Always Accessible Super Admin Menu
The Super Admin menu is now located on the top right of your screen making it faster for the user to access.
Providers See More About Their Volunteers
We have increased the amount of information that a provider can see on volunteers who join their opportunities, this should help them in identifying who is best suited to particular roles. (NOTE: This also includes external volunteers).
Improved Interface When Copying Opportunities
We have changed the way you copy opportunities, you are now asked ‘what the new start date is?’ and the system will move all associated sessions accordingly.
Adjust The Size Of Your Logo
You can now adjust the displayed height of your logo when uploading.
I have been concentrating on accessibility improvements and changes for the upcoming 1.3 release of TeamKinetic and I thought I would give a little background into what accessibility means for websites and what TeamKinetic have been doing to solve some of the issues in a non-technical post.
It’s a long post but here’s a quick check list of what the focus has been for this release;
Clear focus effects so a keyboard users knows where they are at all times
Keyboard accessible menu and sub menu
Keyboard accessible help tips, activated by the return key and closed by switching focus
Proper use of ARIA tags for all content that is initially invisible (such as help tips, pop up windows etc) so that screen readers will correctly read out the revealed text at the correct time
Correctly labelled form elements so that screen readers can always associate an input (such as a text element) with its description
Grouping together of associated form elements using fieldsets and legends. For instance, a collection of checkboxs for a yes, no, maybe, definitely answer. using a fieldset ensures that a screen reader user knows what question the answers belong to.
Keyboard accessible skip to content links that enable keyboard users and screen reader users to skip the menu and header portion of a webpage and get straight to the important stuff. Can you imagine how tedious it is to have to listen or tab through every navigation element on a webpage before you can read its content!
Correct description tags (alt tags) for all images
Improvements to link and button text by providing additional screen reader only text to give context to the link or button.
Making sure all password fields are marked as ‘new’, ‘existing’ or ‘repeat’ as they are often just labelled password.
Ensuring all webpages are accurately and uniquely titled and described.
Accessibility is often low on developers priority list, its understandable, the number of customers using assistive technologies is likely low compared to the numbers that do not. However the impact on those user that do, is enormous and by ignoring accessibility issues you are effectively blocking those users from accessing your content.
Although being able to access your website is a right for assistive technology users, and it is illegal to discriminate against such users, its also a positive process and a way to learn new skills, engage with a new audience and improve the intrinsic worth and value of your product.
Keyboard Accessibility
Keyboard navigation is perhaps the most important aspect of accessibility for websites. Navigating via a keyboard or something similar is employed by many users with mobility issues that cannot hold, move or control a mouse and also by many visually impaired users.
Keyboard users navigate through a website using primarily the tab key which focuses on item to item in the web page in the order it is served or in a specific order set by the website itself. Whilst focused on any element they can use keys such as the return key to activate the actions of that element, say a button to submit a form or to follow a link.
TeamKinetic enables keyboard navigation and all elements are focusable by the keyboard. There is a clear visual clue to which element is currently focused by the keyboard.
Menus
Its almost entirely universal that a website or application has a menu to quickly access different parts of a system. Its also very normal for the menu to have sub menus that are revealed when the mouse is moved over the heading (this is called a HOVER). As you can see below on the TeamKinetic menu the mouse pointer has been hovered over the menu heading and the sub menu is revealed.
But when a keyboard is used to navigate to the menu item the event is called FOCUS, not hover. If the website does not include the specific code for what happens when a menu element is focused by a keyboard event the user will not see the sub menu or any change in colour/appearance to indicate where in the menu they are.
TeamKinetic’s menus are now fully accessible by the keyboard with visual indicators of where the current focus is. When the focus is on an element with a sub-menu available there is a clear colour change and by pressing return the menu can be toggled on and off. Importantly, if the menu is not activated with the return key the user does not have to navigate through all the items of the sub-menu in order to reach the next item in the current menu.
Skip Links
Skip links are a very important and hugely convenient addition for accessibility. They are hidden links or buttons that a screen reader or keyboard user will expose that enable them to skip past all the header and navigation elements that are the same on every page.
The skip to content link only appears when using the tab key to navigate or when using a screen reader
Help ToolTips
Tooltips are little bubbles that pop up to give the user more information or context about a feature or action. Traditionally these have activated when the mouse is hovered over the target and the tooltip disappears when the mouse is moved away from the target.
This is problematic for keyboard users that never fire the hover event, only the focus event (see above) that will never see the tooltip and also for users with reduced motor control. We have converted all our volunteer help tooltips into an accessible form that will fire when the question mark is clicked or when it is focused by a keyboard user. To dismiss the tooltip you move the focus either by pressing the tab key or clicking the mouse anywhere that is not the question mark icon.
importantly the new help tooltips are also labelled carefully with the appropriate ARIA tags so that screen readers are alerted to the presence of new information and are aware when they reach the question mark icon that this will reveal new information when activated and can map the
Improved form labelling
For screen reader users it is important that the context and purpose of all form elements, like text boxes, checkboxes and buttons is clear from the element itself. It is easy for a visual user to tell which question a form element belongs to as it will be group visually, or perhaps via certain colours, on the screen, but will not be apparent to a screen reader user.
Example form showing the correctly marked up labels for the form elements
We have redesigned all the volunteer forms to make sure that the extra context required for screen reader users is included. We achieve this through judicious use of the LABEL tag for describing form elements, by grouping associated elements in a fieldset with a legend and by improving the quality of link and button text by included hidden text that only screen readers see.
Extra Screen Reader Context
Using special styles, it is possible to hide text from visual users but expose it to screen reader users. This is great for adding additional context to buttons and actions that make sense visually but are indistinguishable for screen reader users.
Imagine a long list of say opportunities, each with a button/link that says ‘More Details’ that you might encounter on the search page. It’s easy for a visual user to match the same identical button or link with the context of the opportunity you are currently looking at but not for a screen reader that will just list a long set of identical buttons.
Identical buttons that are easy to associate with the opportunity visually, but not so for a screen reader
The addition of the contextual text means a screen reader user knows, in this case, which opportunity is linked to which button.
The appearance to a screen reader of the repeated buttons without and with added contextual text
What Next ?
Most of the work for this release has been focused on the volunteer’s portal, with some global changes, like the accessible menu applied across the application.
We will be auditing all the provider pages to perform the same changes as above and finally onto the administrator pages.
We envisage that we will be constantly improving accessibility as best practise evolves and we discover new areas that are not optimised for assistive technology users. If you are such a user we would love to hear your experiences and suggestions.
Hi there and welcome to the 1.3 release of TeamKinetic. We’ve got some great new time saving features this time round, the normal raft of small fixes and tweaks and a large dollop of accessibility improvement as we journey towards a fully accessible system for all users.
Headline Updates
Full screen layout for administrators and providers. We’ve removed the logo header bar to give more room for what matters
Brand new dashboard for administrators and providers
Universal search across volunteers, opportunities and providers is available right from the top menu on all pages
New mapping library which produces we think, better looking maps
Trusted status for providers
Upload your own custom areas for reporting and searching
Contextual help bar available anytime from the top menu
Keyboard accessible menus
Accessible forms
Accessible help tooltips
Accessibility layout improvements
Front page slider image controls improved
New application options
New POD functionality
Pause or end participation in a flexible opportunity without leaving the opportunity and losing hours.
New Dashboard
We’ve completely redesigned the dashboard for administrators and providers and it is now very much focused around helping you to get the tasks you need to do, done!
New administrator dashboard
Authorisations, latest chatter messages, logged hours since your last visit and lots more are displayed right there everytime you login. We’ve added some insight into your programme, like who is logging hours, which opportunities or providers are performing badly and suggested tasks to keep on top.
We think this new dashboard will be a real time saver.
Universal Search
From the top menu bar you now have access to a number of new areas including the universal search. It’s a stripped down lookup service that will find matching volunteers, opportunities and providers.
Universal search and lookup
Its obviously not as fully featured as the specific search pages for volunteers, opportunities and providers, but its fantastic for navigating quickly between different things. It also gives you a little visual clue as to the status of each entity, red for access denied when a volunteer, unauthorised when a provider and closed when an opportunity and green for access granted, authorised and open respectively.
New Mapping Service
We are switching to Open Streetmap for our mapping service. This is a fantastic open sourced effort to map the world without the propriety nature and vagaries of being in the Google ecosystem. It also has we think more natural looking maps.
Open StreetMap
Contextual Help
We have built a foundation for us to enable contextual help on every page. This will be accessible from the help icon in the top menu and will reveal all the help topics and tutorials for the page you are currently using. Both administrators and providers have access and we hope it will help new providers especially, get the most from TeamKinetic, and of course ask you less questions!
The slide out help menu available on every page
We are working hard to get help for as many pages as possible on launch but we’ll be adding them progressively and in response to questions that regularly arise. Let us know if there are any topics you’d like to see in the help menus to aid your users.
Accessibility
I’ve already blogged about the accessibility improvements we have coming in this release. This has been a really rewarding process and I’m looking forward to some feedback for how we can keep improving in this area. Most of the effort has been concentrated in the volunteer’s portal but there have been improvements throughout.
New Administrator Controls
Include the volunteer stats in the weekly email. We had some reports that volunteers that were interested in volunteering but hadn’t yet taken the plunge, we’re getting discouraged seeing zero stats every week!
Overlapping session booking option. Using this you can control if volunteers can join sessions which overlap or conflict. We are working on providing a further control to determine how close the sessions need to be in order to initiate the conflict. Volunteers are informed if they attempt to join sessions which overlap, on either the same or different opportunities. By default volunteers are not allowed to join overlapping sessions.
Require volunteers to upload a photo before they can join any opportunities.
Display nationally shared opportunities on your version of the native mobile applications. When enabled users will also be able to view and join nationally shared opportunities direct from their applications.
Ending Flexible Opportunity Attendance
For very long running flexible opportunities its useful to know if volunteers are finished. Previously this was only really possible by asking the volunteer to leave the opportunity but that meant there was now a hole in the audit trail and information for that opportunity.
Volunteers can now click a button when logging hours to say they won’t be logging any more hours and have effectively left the opportunity.
Volunteers can now say they have finished with a flexible opportunity
The same functionality is also available for administrators from the volunteer list on the opportunity management page. Just click the pause icon to flip the volunteer to the finished state and the play icon to flip the back. The volunteers that have finished are separated from the still active ones so you can easily keep track of your flexible volunteers.
Admin display separating finished and active volunteers on flexible opportunities
Launch Date
We’ve processed close to 200 issues for this release and there are many small improvements and bug fixes throughout the application and we are excited to be releasing 1.3 on March 31st.
This December, TeamKinetic has an early Christmas present for our customers. We will be releasing one of our largest ever update with some significant improvements and extra functionality across the board. Below are the biggest changes.
Session Names
Use of “Google places” to search and create opportunity locations
Complete re-write of the opportunity apply process
Custom Open-badge awards
Lots more customisation options
Our POD system for enterprise clients
Day schedule report available for everyone
Invite new volunteers via email (for providers and admins)
New search and download options for criminal checks
All transaction emails sent via Mandrill for improved deliverability
As well as the raft of 150 or so bug fixes, minor improvements and speed gains.
We will be sending a notification to all our customers pointing you to this blog and also to encourage you to login to the beta site (using your normal login details) and give some feedback on the new features.
Your feedback is essential. We take your feedback seriously and it helps us understand your needs and issues. You also help us spot potential bugs and operational considerations that we may not have considered for this update. We take every care to test the application before we update the code but we don’t always have a test that fully represents your exact usage, so we ask you to login to the beta site and try it out for yourself.
If you do find any issues or would like to raise some concerns, you can send feedback using any of the following ways.
Complete a support ticket in the HELP menu.
Send us an email and put in the subject line “BETA SITE”
Call us here at the office on 0161 914 5757 and press option 1 and talk to Support Team.
If you have not done it yet, join our Facebook ADMIN group and send us a message.
Send us a Tweet telling us what you think of the new features.
Named Sessions
When creating or editing opportunities you are now able to name sessions. This is great if you have an opportunity that might have sessions on at the same time, say water stations along a marathon route. Using this new feature you could have 5 sessions within the one opportunity, all at the same time but identify them as, Station 1 – at 5Km, Station 2 – at 15 Km and so on.
New and Improved Search
Many of you will have already tried out the new search at various points along its beta testing. We have been able to incorporate much of your suggestions and it should now be much easier for volunteers to find opportunities.
You can now enter a place name in the location field and not just a postcode, this lookup is powered by Google Places which have over 2 million defined areas and places. This is a great improvement as its now possible to perform a search like; show me opps within 2 miles of Liverpool, or Bristol University and so on.
There are extra filters like accessible and expenses paid and the sorting algorithm has been improved. If a search is entered the results are automatically ordered by relevance and those opportunities with the search terms appearing closest together will be at the top.
The new search also prevents empty searches resulting in hundreds of unfiltered opportunities being returned. For those of you lucky enough to have hundreds of available opportunities a user will be asked to enter at least a distance or a search string in order to limit the number of search results.
New Opportunity Applying Process
The applying process for opportunities has now been improved greatly. When an opportunity is marked as APPLYING, volunteers will be able to view the opportunity and its sessions but will not be able to join any sessions. Instead, they are asked to “apply”. At this point, any pre-requisites demanded by the opportunity are completed and then they are passed to an “New Applicant list”.
The applicants for the opportunity are visible on the opportunity management page for the admins/providers. From there you can view their details and pre-requisites and decide whether to approve or deny the application.
Approved volunteers are informed and are then able to join sessions as normal. Denied volunteers are also informed but are not able to join sessions or reapply as they remain in the applicant table as unsuccessful.
Open-badge Awards
You can now create your own badge awards to give to volunteers. These are designed around the OpenBadges system and volunteers will be able to store these badges in their own external badge backpack and use them anywhere where OpenBadges are accepted.
OpenBadges are a great way to reward volunteers in a way that enables them to build a recognisable portfolio of achievements that they can use to develop their skills everywhere.
Once a badge has been ‘baked’ into their backpack they can choose where and with whom to share that achievement.
In this first iteration, you can only award badges manually using the volunteer profile. We are looking at the possibility of creating automated awards based on a number of criteria; hours, opportunities, length of service etc. We would love to hear your ideas about the kind of badges you might like to have?
We have opened up more of the system for much greater customisation by the super admins.
Using the super admin menu you are now able to customise all “registration form labels”, “help titles” and “help content” right from the SETTINGS menu.
Fancy a new front page look? Then check out the new LOOK & FEEL menu and enter your own HTML code for the front page and get a quick preview before saving and making live.
For power users, there is a CSS section where you can change the entire site style if you want. You can target home page elements, links, containers and change margins, colours and anything else you want. The custom CSS file is loaded after all defaults so you can override any existing settings.
If you would like your site to be updated but don’t have the skillset to do it, in-house, drop us a line and one of the team will get in touch to talk through your ideas and potential costs.
POD System
Enterprise clients can now choose a new type of application structure that we call PODs. This enables you to split up the administration of providers and opportunities into PODs and assign administrators to those PODs.
POD administrators only have access to the providers in their POD and the opportunities they have created.
Each POD also has an editable mini homepage that the POD admins can create to advertise their own opportunities.
It’s a great way to enable separate departments within a larger organisation some autonomy whilst keeping all your opportunities in one place for your volunteers. If you think the POD might be something you and your organisation would like to know about then get in touch with our sales team on 0161 914 5757 and they can talk you through the options.
Day Schedule Report
The day schedule report is available from the REPORTS menu and offers a quick insight into the activity on any day across all opportunities and events.
Simply pick your time period and the report will return all sessions that are happening within that period, including the volunteers on each session and stats about that session. You can also check in volunteers right from this screen which will log their hours for that session.
Its a super easy way to keep track of what’s going on over the days and weeks ahead.
Invite Volunteers via Email
Invite your existing volunteers via their email address. Just paste a list of comma separated emails or upload a CSV to send out an invite email with a link to reigster on your system. Maintains a list of all invited volunteers and lets you know if they have registered yet. Providers can also upload their own separate lists and if volunteers join via the Linking address in the email, they will automatically be linked to the provider sending the invite.
For administrators you can find it in the SETUP section of the settings menu. For providers it is in the VOLUNTEER menu.
Search and Download Expiring Criminal Checklists
Search for volunteers with expiring criminal checks and also for those criminal check applications that are overdue and download the results.
An enforced maximum validity for a criminal check has been added to your application options screen. Whenever a criminal check is added this date represents the maximum allowable time before the check expires. If an expiry date is entered which is beyond this date it will be reduced to the maximum allowable period.
This ensures that all criminal checks on the system have an expiry date and the new search page makes it easy to find expiring checks and get prepared.
All Transaction Emails Sent via Mandrill
All our transaction emails, that is emails that are sent automatically in response to an action like joining an opportunity, are now sent via Mandrill. Mandrill is one of the largest transactional email platforms, sending billions of messages a month.
This move will aid deliverability and reduce false spam alerts.
I thought it was time to codify our release protocol, it has changed a bit over the years but is now pretty consistent so I thought I would share it.
We have a target of two major releases a year and two more interim releases between those. We aim to have a major release point in Q1 and then a further major release point in Q3 with an interim release point in Q2 and Q4.
Interim Releases
Interim releases usually consist of non-urgent bug fixes, small interface upgrades and corrections and not new functionality. Major release points will potentially have new functionality and new UI/UX layouts, and perhaps entirely new sections and methodology.
Interim releases will have a cut-off date for new tasks approximately 4 weeks before release date. This gives us four weeks to complete all the outstanding tasks then enter the testing phase and the subsequent iterations. A week before release we will produce some communications if we think there are changes that will impact our users or alter their workflows. We will offer all our users a chance to try out the release via our beta application. We will attempt to incorporate any minor feedback before the release date, or push back the release date by a maximum of 14 days in order to address the feedback correctly. If any major issues or feedback is received we may decide to draw back from the release, work on the new changes and rollup the interim release into the next major release.
Interim Release Schedule
Weeks 0-8
During this period we will collect and collate all bug reports and new feature requests and decide which are to be included in the interim release.
Work will begin immediately on making the required changes and updates to the beta version.
Week 8
No more new bug fixes or changes are accepted for this release (emergency bugs are handled differently and fall outside the scope of planned upgrades).
Weeks 8-10
Work continues on completing tasks and testing
Week 10
Comms are sent and customers are invited to use the beta site and feedback with their experience and questions.
Week 11
Any feedback is incorporated and tested it possible
Week 12
Any tasks that have not been possible to complete are moved to the next release
Final comms are produced if necessary and the release is scheduled for the end of the 12th week.
Major Releases
Major releases are similar but the cut off date for new functionality is quicker as it will take longer to design, build and test fully. The cut off date is increased from 4 weeks before release to 8 weeks before release. This to allow for a longer period of testing by ourselves and the customers in order to enable us to capture and act on more feedback on potentially large changes.
Major Release Schedule
Weeks 0-8
During this period we will collect and collate all bug reports and new feature requests and decide which are to be included in this release. This will usually entail at least one major change.
Week 8
No more new bug fixes or changes are accepted for this release (emergency bugs are handled differently and fall outside the scope of planned upgrades).
Weeks 8-16
Work continues on completing tasks and testing
Week 16
Comms are sent and customers are invited to use the beta site and feedback with their experience and questions.
Weeks 16-20
Any feedback is incorporated and tested it possible
Weeks 20-24
Any tasks that have not been possible to complete are moved to the next release
Final comms and support material is completed and distributed and the release is scheduled for the end of the 24th week.
Normally we would expect to add a higher volume of small changes to the interim releases and less, but more impactful changes to the major release.
This schedule can not always be followed and it may be necessary to only have one major release in a year and on occassion there are only interim releases as no major new functionality has been added.
Releases are numbered using the regular convention;
1.2.3
^ ^ ^
| | |————— Minor revisions, spelling corrections etc
| |—————– Minor function changes or additions etc
|——————- Major function changes, UX/UI changes etc
An interim release would increment the last or second digit, a major release would increment the second or first digit. At the time of writing we were on TK v1.0.1 (after a major change from our old releases it was decided to reset the version numbers to 1.0.0). Our next release is scheduled for August and will be v1.1.0.
Admins can now register volunteers directly from their admin menu by going to VOLUNTEER MANAGEMENT > CREATE VOLUNTEER.
Create a volunteer without an email address
The admins ‘Create Volunteer’ registration page differs from the standard registration page as it allows you to create a volunteer without an email address or password. The volunteer cannot log in, so the administrator would be responsible for joining and logging hours for the volunteers account, but this negates the need to make up dummy email addresses and passwords.
If a volunteer does not have an email address, then this is shown on all pages where you can send an email to the volunteer, so you know which volunteers you will need to telephone, rather than email.
Special Requirements Status
Admins and providers can now see very easily if a volunteer requires additional support on an opportunity by the new Special Requirements icons. This helps notify the provider that they need to look at the volunteer’s details and make sure they can accommodate their individual needs.
Custom Volunteer Profile Fields
Are you fed up of using the admin notes section to record information on volunteers? Well, admins can now add custom fields to volunteers that DO NOT appear in the registration page.
This means that you can capture any information on a volunteer including:
If they have attended an internal course
Any additional information you capture during an induction
If they have completed a particular process
If they have attended an induction meeting
These custom fields are displayed in the volunteer’s profile, and you can stipulate who can see the information (volunteer, provider or just administrators)
Volunteer photos on Find Volunteers page
You can now see the volunteers photo next to their names by going to VOLUNTEER MANAGEMENT > FIND VOLUNTEERS and clicking the SEARCH button.
TeamLeaders
There is often a trusty volunteer who is on the ground and is in a much better position than the provider to help volunteers and to know which volunteers have turned up. These users can now be marked as “TeamLeaders” giving them the ability to mark whether other volunteers have attended the opportunity, which also logs the provider hours on the opportunity. You can specify the number of TeamLeaders you want per session which is independent of the number you set for volunteers.
TeamLeaders have no effect on Flexible opportunities as the checking in process is not relevant.
TeamLeaders are not currently supported on the iOS and Android apps, if you have TeamLeaders enabled users will not be prompted to try the app till TeamLeaeder functionality is included.
Following and Favourites
We have added the ability for volunteers to follow providers and opportunity categories that they like or are particularly interested in.
Once followed, whenever a new opportunity is added by their favourite providers or in their favourite categories they will receive an email with the details so they can jump in quick.
Weekly Email
The weekly email volunteers receive that summarises what’s going on in the following week has been radically overhauled. It is now far nicer to look at and includes details of any events that are going on that week, any new opportunities that have been added since the last email, and any opportunities that have sessions in the coming week. Additionally, any sessions the volunteer has joined for the upcoming week are listed.
This email goes out every Friday evening at 6:30 pm(GMT) to all those volunteers that have opted in to receiving emails and also to all those volunteers that have sessions in the coming week.
Below is an example from Queen Elizabeth Park, each email will carry the colours and branding of your site and contain your most relevant content.
You can switch the weekly email off from your super admin settings page at SETTINGS > APPLICATION OPTIONS > EVERYTHING ELSE
As always we love your feedback on these types of changes, so let us know what you think by emailing us here
Session Calendar
The session calendar now excludes sessions where the maximum number of volunteers has already been reached. In addition, any sessions in the past, that have not already been joined, do not have an active link.
This gives us a faster calendar and we prioritise sessions that are still available to join leading to a less frustrating experience for the user.
Volunteer Session Display
We’ve added a handy session view to the volunteer details page. Previously you could see the opportunities a volunteer was on and then drill down to the sessions, which was fine for most of our users.
Some users are however much more focused on sessions rather than opportunities and it was a drag having to find the opp and then the sessions. This new view available from the sessions tab on the volunteer info page lists all sessions from 6 months ago (we will be adding new searching and filtering in future releases). Any that are in the past can be quickly checked in and the hours logged. Its a great way to spot sessions where the provider has yet to log the volunteers hours.
Mobile App Prompt
We will now be giving users the chance to download our mobile companion apps from the login screen. If a volunteer accesses the login screen using an iOS or Android device they will be prompted to open the app store and download the app.
Please note that TeamLeaders are not yet supported in the mobile app.
Custom Provider Profile Questions
As for volunteers, you can now also add your own custom questions to a provider profile to store specific information you might require against each provider.
You can add these from the same place as registration custom questions in SETTINGS > CUSTOM QUESTIONS from the super admin menu.
These questions are private and not viewable or editable by the providers.
Email History
Providers can now view their email history from ACCOUNT DETAILS > EMAIL LOG. This includes emails they have sent and those they have received from the system, like opportunity joining notifications.
Admins can also see any providers email log via the providers profile page. The volunteer email log has been available since the last update.
Opportunities
More Opportunity Location Types
When creating opportunities you can now specify if the opportunity ‘covers an area’ (e.g. posting leaflets or visiting the elderly). This shows as a large circle on the map and also allows you to describe the area (e.g. North San Francisco)
You can also mark an opportunity location as ‘volunteer from home’.
Both types of new opportunity locations are available as filters, which brings us to…
New Search Filter
Volunteers can instantly filter their search results in a more user-friendly way with the addition of filters along the left side of the search results. Here you can limit the search to a particular category, opportunity type or tag etc.
Better Search Matching
We have included the ability to search for names and words with apostrophes that will match whether the apostrophe is there or not, so St David’s will match St David’s and St Davids.
Conflict Checking
Volunteers will no longer be able to join sessions that overlap in time. If they try, they will receive an alert letting them know they can’t join the session because it conflicts with an existing one.
Route Calculation
Volunteers can now calculate a route from their home location to the opportunity by car, public transport or cycle. This is accessible from the opportunity details page before they join an opportunity and from the opportunity management page location tab, if they have already joined.
Session Confirmation
Previously we only sent the session confirmation email, which consists of a summary of the sessions joined for the opportunity, the first time a user joins an opportunity per user session. This method was used to reduce the number of emails a volunteer receives immediately after joining multiple sessions. This however proved to confuse the users who were suspicious of what the screen was showing them if they did not receive a confirmation email.
The confirmation email is now sent every time they join a session regardless. We would be interested to hear your thoughts on how you think this may impact the volunteer and if you have any feedback we would love to hear it.
Reports
Day Schedule report
Have you ever come in on a Monday morning and wondered what volunteering activity is happening that week. The latest update includes a report which shows you exactly what opportunity sessions are happening that day, week, or on an opportunity or event.
The new ‘Day Schedule’report allows you to view a list of all sessions that are taking place on a particular day (or range of days) by going to REPORTING > REPORTS & ANALYSIS then click on the OPPORTUNITIES tab and scroll to the bottom of the page.
These also contain the list of TeamLeaders currently on the session and it also allows you to flip a volunteer from a regular to TeamLeader roles.
Opportunity Tags report
You can now see how many opportunities are tagged with a specific word, and how many hours have been logged against it. To access this report go to: Reporting > Reports & Analysis > Opportunities from side menu then scroll down the page.
Orbit Summary Reports
For those of you in an Orbit network, you can now search across the entire Orbit for volunteers, providers and opportunities. You can quickly find out what Orbit member a resource belongs to, and some useful information about each resource.
This is available from its own menu entry ORBIT SUMMARY. This will only be visible for administrators of Orbit systems.
References
Complete references yourself
If you like all your volunteers to have a reference before they join any opportunities, then this update will certainly be of interest.
Admins can now complete references themselves, or they can manually send a reference form to a referee. This allows you to hold references against volunteers before they have even joined an opportunity.
We have also added the ability to re-submit a reference to the original referee.
We welcome your thoughts and your feedback on these changes if you wish to share them with us just drop me a quick email.
We would love to see you all at our conference this year, where we can talk about the future developments in TeamKinetic in much greater detail. If you have not claimed your free ticket yet, then head to your application or call us in the office on 0161 914 5757 and we will get you booked on.
TeamKinetic are proud to announce we are now mobile! With the release of an iOS and Android App, volunteering has never been more accessible and easier.
Following our last annual volunteering conference, the demand to create a mobile app for volunteers has been high and at the forefront of our road map for development. Following some careful consideration TeamKinetic have developed the App and we are pleased to announce it is now available in the iTunes Store and Google Play.
To use the app, volunteers need to have previously registered online with an organisation’s volunteer website portal before being able to sign on. Registered volunteers are then able to search for opportunities from all providers that advertise on or use a TeamKinetic System via the app.
In a simple four step process volunteers can search for opportunities, log hours, leave feedback and edit personal details and much more:
Register online via provider website (i.e MCRVIP)
Download TeamKinetic App
Sign In using login credentials
Search and join volunteer opportunities
For those of you interested, we continue to explain the process and factors considered for designing the app below.
Why is the app not specific to an organisation?
It is technically very difficult to brand an application. It is not possible for us to upload a variant of the native application for every organisation. We have settled for a system wide app that will include branding details of the volunteers home organisation once they have logged in.
What is the best feature/s on the app?
Both the Android and iOS apps contain super convenient notification systems that alert a volunteer to any upcoming sessions right in their phones notification panel. These work whether the device as internet connectivity or not.
Why do volunteers need to have previously registered online before using the system?
Our existing customers were nervous that users that find the app before registering with their local volunteering organisation would never realise the full potential of their local volunteer network, only being exposed to shared opportunities. For this reason, we decided that the application would be a companion app for existing users.
Any additional questions and answers you think may be relevant?
The app will be advertised to all users logging in through their home organisation when using a mobile device. In addition, we will be using regular notifications to let users know there is a mobile app available and adding a footnote to the weekly emails with download links.
We think that volunteers will find more opportunities and log more hours when they can search for opportunities whenever and wherever they are.
If you have any further questions or would like to find our more on TeamKinetic’s app or volunteer management software, please get in touch with one of our team.
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