{"id":5854,"date":"2020-05-07T14:16:39","date_gmt":"2020-05-07T13:16:39","guid":{"rendered":"http:\/\/teamkinetic.co.uk\/blog\/?p=5854"},"modified":"2024-02-05T15:05:18","modified_gmt":"2024-02-05T15:05:18","slug":"getting-started-workbook","status":"publish","type":"post","link":"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/getting-started-workbook\/","title":{"rendered":"Getting Started with TeamKinetic: Workbook"},"content":{"rendered":"\n

Welcome to the Getting Started with TeamKinetic <\/em>Workbook. The aim of this book is to teach you the basics of your TeamKinetic system in less than ten steps. Basically, this is everything you need to know to get started and improve your overall volunteer management. We recommend that you move through these lessons at your own pace to make sure you get the most out of it.<\/p>\n\n\n\n

Before we start…<\/h2>\n\n\n\n

We’ll be using some key terms in this document that you may not be familiar with yet. To avoid any confusion from the off, let’s go through them now!<\/p>\n\n\n\n

Opportunity<\/h3>\n\n\n\n

An \u2018opportunity\u2019 is any activity that a person can volunteer to do. Every opportunity must have a provider. Opportunities can either have set sessions or be flexible. <\/span><\/p>\n\n\n\n

Session-based Opportunities<\/h4>\n\n\n\n

Sessions can either be recurring (daily, weekly, monthly, etc) or individual. Use this for opportunities with specific dates and times.<\/p>\n\n\n\n

Flexible opportunities<\/h4>\n\n\n\n

In contrast, volunteers can log hours for flexible opportunities at any time. This is great for opportunities that can be done from any location or at any time. <\/p>\n\n\n\n

Provider<\/h3>\n\n\n\n

The ‘provider’ is the individual or organisation that is offering the opportunity. The provider should be the one communicating with volunteers about opportunities they’ve signed on for. They have their own accounts on the system.<\/p>\n\n\n\n

Admin<\/h3>\n\n\n\n

The system ‘admin’, we hope, is you reading this. The admin has access to all areas of the system that we’ll be going through in this workbook.<\/p>\n\n\n\n

Now that’s all cleared up, click below to go to Lesson One<\/h4>\n\n\n\n
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Lesson One<\/a><\/div>\n<\/div>\n\n\n\n\n\n\n\n\n\n

Lesson One \u2013 Basic Setup<\/h1>\n\n\n\n

Now you\u2019re up and running with your own TeamKinetic volunteer management system, it\u2019s important to go through a few basic setup steps. Setup is key when getting started with TeamKinetic.<\/p>\n\n\n\n

Let\u2019s start by customising things such as your \u2018About Us\u2019 page, terms and conditions, and registration fields.<\/p>\n\n\n\n

First of all, it’s important to make sure your system has a Location<\/strong> set. If not, you will be unable to create opportunities later.<\/p>\n\n\n\n

The About Us <\/strong>page tells the people who visit your site the most important things they need to know about you: who you are, what you do, who you help through volunteer work and how you help them, etc. <\/p>\n\n\n\n

The Terms and Conditions<\/strong> can be changed if you wish, but if left alone your system will use the default TeamKinetic set of Ts & Cs instead. <\/p>\n\n\n\n

Registration Fields<\/strong> can be a very useful thing to customise as we know every organisation is different and may require different pieces of information about volunteers before they can sign up. <\/p>\n\n\n\n

Task<\/h2>\n\n\n\n

Customise your basic TeamKinetic setup options.<\/p>\n\n\n\n

The Process<\/h2>\n\n\n\n

Step One<\/strong>
Click the settings cog in the top right corner.<\/p>\n\n\n\n

Step Two<\/strong> 
Check your Location is set under ‘Profile’.<\/p>\n\n\n\n

Step Three<\/strong> 
Go back to the settings menu and click \u2018Setup\u2019<\/p>\n\n\n\n

Step Four<\/strong> 
For now, we suggest updating information in the following tabs:
\u2013 About Us
\u2013 Terms & Conditions
\u2013 Registration Fields
\u2013 Gender\/Ethnicity Lists

But feel free to update every area!<\/p>\n\n\n\n

You can find out more about configuring your system settings in this playlist. It goes through all the options available in the Super Admin menu.<\/em><\/strong><\/p>\n\n\n\n