Last updated July 2016 - SLU · Invite New Members to Join From the Roster option on your...

Groups.sluconnection.comStudentLeaderUserGuide

LastupdatedJuly2016

STUDENTLEADERUSERGUIDE©COPYRIGHT2015CAMPUSLABS 1

GETTINGSTARTED 3

MANAGINGYOURORGANIZATION’SSITE 4

MANAGINGYOURORGANIZATION’SINTERESTS 5

MANAGINGYOURORGANIZATION’SROSTER 6

ADDINGCONTENTTOYOURORGANIZATION’SSITE 10

DISCUSSIONS–WALLPOSTS 10NEWSARTICLES 10PHOTOS 11DOCUMENTS 14

EVENTS 16

USINGACARDSWIPETORECORDATTENDANCEATANEVENT 18EDITEXISTINGEVENTS 20CANCELEXISTINGEVENTS 20APPROVALCERTIFICATE 20TRACKINGSERVICEHOURS 21CHANGINGLEADERSHIP 23

ORGANIZATIONREGISTRATION 25

VIEW/UPDATESUBMISSIONS 25

ASSESSMENTOPTIONS:FORMS 27

ASSESSMENTOPTIONS:ELECTIONS 30

MESSAGINGMEMBERS 32


GettingStartedEachorganizationhasitsownsitewherememberscancollaborateindiscussionposts,events,photos,andotheronlinefeatures.Asastudentleader,youcontrolthemajorityofthesefeatures.Accessyourorganization’ssite1.LogintoSLUGroups.2.Inthemainpage,underMyOrganizations,select“Seeallmyorganizations.”3.Clickonthenameofyourorganizationandyouwillbetakendirectlytoyourorganization’ssite.OR4.GotoInvolvementatthetopofthepageunderyourname.YourcurrentOrganizationMembershipsarelistedbydefault.5.Clickonthenameofyourorganizationtoexpandtheoptions.6.Clickon“OrganizationSite”tothefarright.


ManagingYourOrganization’sSiteAsastudentleader,youcanmanagetheappearanceofyourorganization’ssite,byaddingacoverphotoanditsinterests.

Fromyourorganization’ssite:1.GotoManageontherightsideofthepage.2.Clickon“CoverPhoto”.

Generalrecommendations:

Resolution:

• Greaterthan1080pixelswide.Thisistheminimumforaphotobutbestphotosarelargerthanthis.Thebiggerthebetter.

• Forreference,aniPhone5spicturehasaresolutionof3264wX2448h• WhenthinkingofDotsperInchorDPI,72dpiisok,but300dpiisbetter

DisplayRatio:

• Thisvariesdependingonthesizeofthescreenthattheimageisdisplayedon.Butit'sbesttostartwithsomethingthathasaratioofaround4:1


ManagingYourOrganization’sInterestsEachorganizationhastheabilitybeassociateitselfwithinterests.Eachusercanalsoassociatethemselveswithinterestsandhaveorganizations/eventswiththesameinterestsrecommendedtothem.Itishighlyencouragedthatyouassociateinterestswithyourorganizationtoincreaseparticipation.

Fromyourorganization’spage:1.GotoManageontherightsideofthepage.OrganizationInterestsaredisplayedbydefault2.Availableinterestsaredisplayedintheleftmodule.Interestscurrentlyassociatedwithyourorganizationaredisplayedintherightmodule.3.Clickonanavailableinterestforyourorganizationtoaddittotherightmodule.**Onceinterestshavebeenassociatedwithyourorganization,youcanrankthosethatarethemostpertinenttoyourorganization.**4.Usethearrows(whichwillappearwhenyouhoverovertheinterest)oneachinteresttoarrangethemintherankedordermostappropriateforyourorganization.

**Thesiteupdatesautomaticallywitheveryaction.**


ManagingYourOrganization’sRosterVideosource:https://youtu.be/KxYzBVrGZng

Youcanupdatethestatusofcurrentmembers,whetherremovingthemoridentifyingtheirroleinspecificpositions.Youcanalsoinviteotherpeopleoncampustobecomemembersofyourorganization.

AccessyourOrganization’sRosterFromyourorganization’spage:1.GotoRosteronthetopofyourorganizationpage.2.ThecompleteRosterforyourorganizationisnowdisplayed.TheOfficersarelistedatthetopwiththeirpositionidentified(ifshown?).InviteNewMemberstoJoinFromtheRosteroptiononyourorganization’spage:1.Click“ManageRoster”attherightsideofthepage.

2.Clickon“InvitePeople”atthetopofthepage.

3.Anewpagewilldisplayaboxtoentere-mailaddressesforinvitation.4.Asyouaddpeople’se-mailaddresses,theywillbemovedaboxtotherighttothecompletelistofpeopletobesentinvitations.5.Selectapositionforspecificuserstojointheorganizationas,includingMember.6.Click“SendInvitations”whenallpeoplehavebeenaddedtothislist.


ApproveNewMembersNewmemberscanjoinbylocatingyourorganizationonSLUGroups.Youmustapprovethesenewmembersbeforetheyareaddedtotheorganization’sroster.1.GotoRosteronthetopofyourorganization’spage.2.Click“ManageRoster”attherightsideofthepage.3.GototheProspectivetab.

**Pendingmembersarethoseyouinvitedandmustacceptyourinvitation.Prospectivemembersarethosewhofoundtheorganizationandindicatedtheywantedtojoin.**4.Reviewtheuserswhoareawaitingmembershipapproval.5.Click“Approve”or“Deny”nexttoeachuser.6.Confirmaction.CreateNewPositionsSpecifictoyourOrganizationFromtheRosteroptiononyourorganization’spage:1.Clickthe“ManagePositions”link.2.Alistofallthecurrentpositionsavailableforyourorganizationwillbelisted.Someofthesemaybeorganizationcreated,whileothersmaysystem-widepositions.3.Clickthe“CreateNewPosition”buttonatthetopofthepage.

4.Identifythenameofthenewposition.5.Selectthetypeofpositionmostappropriateforthenewposition.


6.Setthefollowingoptionsasappropriate:• Showholdersofthispositionontheorganization’sroster:Theuserholdingthe

positionisvisibleontheorganization’sroster.• Active:Thepositionisavailableforausertohold.Ifthisisnotchecked,thepositionwill

onlybeavailabletobeaddedasheldinthepast.7.GrantthepositionNo,All,orLimitedaccesstotheorganization’ssite.Limitedaccessallowsyoutoselecteachaspectoftheorganization’ssitethatthepositionshouldnotaccess,haveFullaccessto,oronlybeabletoView.8.Click“Create”.

PromoteMemberstoPositionsFromtheRosteroptiononyourorganization’spage:1.Clickon“ManageRoster”atthetopofthepage.2.Locatethememberyou’dliketopromotetoanofficerpositionontheCurrenttab.3.Click“EditPositions”totherightofthemember’sname.4.SelecteachPositionthatthemembershouldnowhave.5.Click“Save”.UpdatePrimaryContactFromtheRostermenuoptiononyourorganization’spage:1.Clickon“ManageRoster”atthetopofthepage.

2.Clickontheediticon totherightofthecurrentPrimaryContact.

3.SelectthenewPrimaryContactfromthemenubyclicking .RemoveMembersfromyourOrganizationFromtheRostermenuoptiononyourorganization’spage:1.Clickon“ManageRoster”nearthetopleftcornerofthepage.

2.Locatethememberyou’dliketoremove.3.Checktheboxonthefarleftofthemember’sname.


4.Click“EndMembership”atthetopoftheuserlist.5.Confirmdeletion.**Thiswillremovetheuserfromyourorganizationcompletely.Toremoveauserfromholdingaposition,accesstheEditPositionstothefarrightoftheuser.**


AddingContenttoYourOrganization’sSiteSpecificcontentcanbeaddedtoroundoutyourorganization’ssite.Theseincludediscussions(wallposts),newsarticles,photos,anddocuments.Newsarticlesarelongerpostsandcanonlybepostedbyanofficeroftheorganizationoracampusadministrator.ThesefeedintotheNewsTickerontheHomepageforyourcampus.Anymemberofanorganizationcanposttothatorganization’swallandthesepostsareintendedtobeshorter.Organizationofficersandcampusadministratorscandeleteinappropriatewallposts.

Discussions–WallPosts1.LogintoSLUGroups.2.Gotoyourorganization’spage.3.Typeinthetextfieldbelow“Discussion”.4.Click“Post”.**Yourpostwillautomaticallybeaddedtoyourorganization’swall.Anyoneinyourorganizationcanpost/commentonyourorganization’swall.However,onlyprimarycontactsandotherofficerscanremoveanypostorcommentthatisinappropriateorunwanted.**

Newsarticles1.LogintoSLUGroups.2.Gotoyourorganization’spage.3.Goto“News”onthetopbar4.Clickon“CreateArticle”.

5.EntertheTitle,Summary,andthefullStory(text)ofthearticle.YoucanusethetexteditingfeaturestocustomizethestyleoftheStoryofyourarticle.6.UploadanimagetobedisplayedwiththeSummaryintheNewsticker.7.Specifywhocanviewthearticle.8.Click“SaveArticle”.**OnlyofficersofyourorganizationcanpostNewsArticles.Yourarticlewillautomaticallyposttoyourorganization’swallandwillappearinthenewstickerontheHomepageformembersofyourorganizationonly.**


Photos1.LogintoSLUGroups.

2.Gotoyourorganization’spage.

3.GotoPhotoGalleryontheleftsideofthepage.

4.Click“CreateAlbum”.

5.Enteranameforthealbumandabriefdescription.

6.Indicatetheprivacysettingofthealbum.

7.Click“CreateAlbum”.

8.Clickonthetitleofthealbum.

9.Click“AddPhotos”.

10.Selectthefile(s)fromasavedlocationandincludeacaption.(youmayalsodraganddropmultipleimagesfromyourdesktopintotheuploadarea.Thisfeatureisdependentonspecifictechnologyinmodernbrowsers;yourbrowsermaynotsupportdraganddrop.)

11.Click“UploadAll”.

12.Click“BacktoAlbum”onceallphotoshavebeenuploadedtothealbum.PhotoscanalsoberemovedatanytimeFromthePhotoGalleryoptiononyourorganization’spage:1.Locatethephototoberemovedwithinanalbum.

2.Clickthetrashcaniconinthecornerofthephoto. 3.Confirmdeletion.4.Intheediticon,youcanalsochangethecaptionsubtitleand/orsetthepictureasthealbumcover.UpdateAlbumInfo1.Locatethealbumtoupdate.2.Clickonthealbumitselforthelinkednamejustbelowthealbum.3.Click"EditAlbum"inthetop-rightcorner.


4.Updatethename,description,andaccessto the phone album. 5.Click"Save".AddPhotostoanExistingAlbum1.Locatethealbumtoupdate.2.Clickonthealbumitselforthelinkednamejustbelowthealbum.3.Click"AddPhotos"inthetop-rightcorner.4.Selectthefile(s)fromasavedlocationandincludeacaption.[multi-photouploadisnotactivefortheInternetExplorerbrowser]5.Click"UploadAll". RemoveAlbum1.Locatethealbumtoberemoved.2.Clickthetrashcansymbolinthetoprightcornerofthealbum.3.Confirmdeletion.


SocialMedia1.Usethe"ShareThis"clickablecounterslocatedonthefollowingpagestoexportcontentfromSLUGroupstoyourfavoritesite:

• OrganizationHomePage

• PhotoGallery• NewsArticle• Event2.Addyourorganization'ssocialnetworklinksandcontenttoSLUGroupsbyprovidingURLstoyoursocialnetworkprofilepages.Usethe"EditProfile"buttononthehomepageofyourorganizationsitetoupdateyourexternalwebsiteinformation.


Documents1.LogintoSLUGroups.2.Gotoyourorganization’spage.3.GotoDocumentsontheleftsideofthepage.

**Constitutionscanonlybeupdatedduringtheregistrationprocess.**Touploadanewdocument:4.Click“ADDFILE”intheupperrightcorner.

5.Clickon“Upload”toselectafiletoupload.Filesmustbelessthan10MBinsize.6.Provideatitleforthedocument.7.Indicatethetypeofdocumentfromthedrop-downmenu.8.Click“Add.”8.UpdatetheSecurityoptionsforwhocanviewthedocumentifapplicabletothetypeofdocumentbyselectingthedropdownmenuontherightsideofthedocument.

Toedittheinformationassociatedwithadocument:1.Locatethedocumentyou’dliketoupdateinformationfor.2.Clickthe“Edit”icononthefarrightsideofthedocumentlisting.3.Updatethetitle,description,and/ortypeofthedocument.4.UpdatetheSecurityoptionsforwhichpositionscanviewthedocument.5.Click“UpdateDocument”.


Toreplaceexistingdocuments:1.Locatethedocumentyou’dliketoreplace.2.Click“Delete”onthefarrightsideofthedocumentlisting.**Onceadocumentisdeleted,itcannotberecovered.**3.Confirmdeletion.4.Uploadthenewversionofthedocumentyouwerereplacing.


EventsEventscanonlybecreatedbystudentleadersandmustbeassociatedwithanorganization.EventsthathaveanimageorflyeruploadedalongwithitwillappearontheEventFlyerboardontheSLUGroupsHomepage.YoucansetwhocanseeandRSVPtotheeventduringthecreationprocess.

1.LogintoSLUGroupsandgotoyourorganization’spage.

2.GotoEventsontheleftside.

3.Clickon“CreateEvent”.

4.EntertheName,Theme,Description,StartDateandTime,andEndDateandTime.Thesefieldsarerequired.

**Youmaynowentermultipledatesifyoureventisrecurrent.Inordertoentermultipledates,selectthe“ADDANOTHERDATE.”**

5.EntertheLocationofyoureventandindicateifyou'dliketoincludeaGooglemaptothelocationoftheevent.

6.Selectthethemeofyourevent.

7.Enterspecifydetailsofyourevent:“Showto”,“Eventcategory”,“WhocanRSVP”,and“Perks”.

Eventcategories:

• CampusOnly:Onlyvisibletologgedinuserstoyourcampussite.

• InvitationOnly:Onlyvisibletothosewhowereinvitedtotheevent.• OrganizationOnly:Onlyvisibletothemembersoftheorganizationassociatedwiththe

event.


• Public:Visibletoeveryone.RSVP-AspeopleRSVPforyourevent,youcanviewandmanagetheattendance.

• None:NoonecanRSVPtotheevent.• Open:AnyonecanRSVPtotheevent.• Invite:OnlythoseinvitedtotheeventcanRSVP.9.Selecttheappropriatecategoriesfromthedrop-downmenus,ifapplicable.

10.Click“Next”.**Basedonthetypeofevent,youmayneedtoprovideadditionalinformationaboutyourevent.YoureventalsoneedstobeApprovedbyacampusadministratorpriortosendinginvitations.Youwillbenotifiedwhenyoureventhasbeenapprovedorofanychangesthatyou’llneedtomaketotheevent.**

Here’sascreenshotofhowthemanagingsectionofyoureventlookslike

FromtheEventsoptiononyourorganization’spage:1. Clickonthenameoftheeventyou’dliketomanage.2. Toinvitepeopletoyouevent,gotothe“ManageInvitations.”

3. Selecttheicon“InvitePeople.”

4. Onthispage,youmayselecttoinviteyourorganizationsmember,orbyemail.5. Totrackattendance;selectthe“TrackAttendance”ontheManageEventarea.


6.Thetopmoduledisplayswhoisattendingyourevent.ClickontheExcelicon( )toexportafileofthosewhoRSVP’dtoyourevent.7.ThebottommoduleallowsyoutoaddattendeeswhohadnotpreviouslyRSVP’d,bye-mailorbyuploadingaCSV(commadelimited)filecontainingjuste-mailaddresses.8.SelecttheappropriateStatus.9.Click“Add”.10.Click“BackToEvent”.THEN:

1.Clickon“ViewRSVPs”. 2.Indicatewhichattendeeswillbehiddenfrompublicviewasattendingtheevent.

UsingaCardSwipetoRecordAttendanceatanEventYouareabletorecordattendanceatyoureventsdirectlyintoyoursiteusingcardreadertechnology.AconstantInternetconnectionisrequired.

1.LogintoSLUGroups.

2.Gotoyourevent'spage.

3.Copythe"AccessCode"thatisdisplayedontherightsideoftheeventpage

**Youmustbeauserwith"EventsFull"accesstotheorganizationtoseethiscode**

4.Clickthe"SwipeURL"buttonwhichwilltakeyoutohttp://{campus}.collegiatelink.net/swipe

5.Entertheaccesscodeandclick"Submit"


6.Connectyourcardreaderdeviceandbeginswiping.Thesystemwillprocesstheentryanddisplay"Success"orand"Error"message

7.Click"BacktoTrackAttendance"toviewallofthecardsthathavebeenswiped/read.

**Thetablebelowillustrateswhohasattendedaspecificevent.Anypersonindicatedby"(UnidentifiedAttendanceRecord)"hadasuccessfulcardswipebuthasnotloggedintothesiteyet.Uponloggingin,theirinformationwilldisplayappropriatelyoneventsthey'veattended.**


EditExistingEventsFromtheEventsoptiononyourorganization’spage:1.Clickonthenameoftheeventyou’dliketoedit.2.Click“Change”belowthenameoftheevent.3.Updateanyofthedetailsoftheevent;includedate,time,orlocation.4.Click“Next”atthebottomofthepage.**IfyourcampushasimplementedanEventForm,youwillhavetoupdateanyoftheinformationoriginallysubmittedonthisform.Click“Next”tocontinuethroughtheform.**5.Click“Submit”.**Yourchangesmayneedfinalapprovalbeforeitisposted.**

CancelExistingEventsFromtheEventsoptiononyourorganization’spage:1.Clickonthenameoftheeventyou’dliketoedit.2.Click“Cancel”ontheManageEventarea.

3.Includeanycommentsthatyou’dlikesenttoanyindividualwhoRSVP’dtotheevent.4.Confirmcancellation.

ApprovalCertificate1. Clickonthenameoftheeventyou’dliketogettheApprovalCertificate.2. **Certificatesareonlyvalidafterbeingapprovedbytheadministration3. Click“Viewcertificate”ontheManageEventarea.

4. APDFwillbegeneratedanditcanbeprinted.


TrackingServiceHoursYoucanrecordyourindividualcommunityservicehours,butyoucanalsorecordandapprovethecommunityservicehoursofmembersofyourorganization.

Recordyourpersonalcommunityservicehours1. Logintoyourcampussite.2.Clickyournameinthetoprightcornerofthepage.3.Click"Involvement".4.Select"ServiceHours"fromthetopmenu.**Yourpreviouslysubmittedservicehourswilldisplayinthesummaryinformationatthetopofthispage.**5.Click"AddServiceHours".6.Selecttheorganizationfromthedrop-downmenuyouwishtoassociateservicehourswith.7.Enterthedatetheservicehourstookplaceandabriefdescriptionofthetypeorplaceoftheservicehours.8.Indicatethenumberofhoursandminutesspentperformingtheservicehours.9.Typeintheemailaddressofthepersonthatcanverifytheservicehours.10.Click“Create”.**Allservicehoursentriesmustbeapprovedbyanorganizationofficerorcampusadministrator.**


Recordorganizationmembers’communityservicehours**Onlycampusadministratorsandorganizationofficerscanaddinservicehoursforothermembersofanorganization.**FromtheServiceHoursmenuoptiononyourorganization'spage:1.Enterthefollowinginformationinthetop“RecordNewEntry”module:

• Nameofthepersontoreceivetheservicehours(adrop-downmenuwillappearascharactersareentered)

• Datewhenservicehourstookplace• Abriefdescriptionoftheservicehours• Thenumberofhoursandminutes

2.Click“Submit”. Approveorganizationmembers’communityservicehours**Onlycampusadministratorsandorganizationofficerscanapproveservicehoursforanorganization.**FromtheServiceHoursmenuoptiononyourorganization'spage:1. Onthe“PendingSubmissions”tabinthelowermodule,youwillseethemember’sname,

date,descriptionofserviceevent,anddurationofservice.2. ClickApproveorDenyonthefarrightofthepersonbasedonappropriateaction.3. Confirmaction.Generatereportsofyourorganization’scommunityservicehoursFromtheServiceHoursoptiononyourorganization’spage:1. Gotothe“Reporting”tabinthelowermodule.2. Adjustthedaterangeandusersyou’dliketoseeareportforinthefields.3. Click“ShowReport”.**Theresultsbasedonthecriteriayouenteredwilldisplayonthepage.**


ChangingLeadershipAspositionsinyourorganizationarefilled,youmayneedtoupdatethecampussitewiththenewstudentleaderinformation.Duetothewaythesystemoperates,thereisaspecificprocessthatyoumustfollowinordertosuccessfullyupdateyourorganization’sleadership.

IdentifyNewLeadersTheindividual(s)whowillbeassumingtheleadershippositionsmustbemembersofyourorganization.Iftheyarenotalready,havethemjointheorganizationfirstbeforeproceeding.1.LogintoSLUGroups.2.Gotoyourorganization’spage.3.GotoRosterontherightsideofthepage.4.Clickon“ManageRoster”.5.Locateeachindividualwhowillbeassumingaleadershipposition.6.Click“EditPositions”tothefarrightoftheirname.7.Selecttheposition(s)themembershouldnowhave.8.Click“Save”.ChangePrimaryContact:FromtheManageRosterpageforyourorganization:1.Clickthe“Edit”iconnexttothecurrentPrimaryContactabovethefullmemberlist.

2.Selectthememberfromthedrop-downmenuthatshouldbethenewPrimaryContact.3.Click“Save”.**OnlythePrimaryContactwillbeabletoupdaterosterinformationforyourorganization.Ifthispositionisnotappropriatelyassigned,contactyourcampusadministratororCollegiateLinkstafftoassistyou.**RemoveCurrentLeadersOncethenewleadershavebeenidentifiedinthesystem,thecurrentleaderscanberemovedfromthatpositionintheorganization.Thiscanbedonetwoways.Individualremoval:Haveeachcurrentleaderthatisbeingreplacedfollowthesesteps:1.LogintoSLUGroups.2.GototheMyInvolvementtabatthetopofthepage.3.YourOrganizationMembershipsaredisplayedbydefault.


4.Clickontheorganizationyouareleaving.5.ClicktheredXonthefarrightoftheposition.Youwillremainasamemberoftheorganizationbutwillnolongerhavetheleadershipposition.6.Click“LeaveOrganization”toendthemembershipcompletelyfromtheorganization,ifapplicable.Organizationremoval:Theprimarycontactoftheorganizationcanremoveindividualsfromtheorganization.Youcanremovethemcompletelyfromtheorganizationorjusttheonepositiontheyheld,butmaintaintheirmembership.1.LogintoSLUGroups.2.Gotoyourorganization’spage.3.GotoRosteronthetopofthepage.4.Clickon“ManageRoster”.5.Locateeachindividualthatneedstoberemovedfromtheorganizationwiththeappropriatepositionlabeled.Eachindividualwillbelistedforhis/herpositionandasamember.6.Click“EditPositions”toremovetheuserfromapositionintheorganization.7.Unchecktheappropriatepositions.8.Click“Save”.ORToremovetheuserfromtheorganization9.Checktheboxtotheleftsideofeachindividual.10.Click“EndMembership”.11.Confirmdeletion.**Deletingauserwillremovethemcompletelyfromtheorganization.**


OrganizationRegistrationYourcampusmayhavearegistrationprocessthateachneworganizationoncampusmustgothrough.Thismayalsoentailre-registeringexistingorganizations.Ifyouaretheprimarycontactofyourorganization,youmayhavetheopportunitytore-registeryourorganizationpriortoanyoneelse.Theuserthatcompletestheregistrationprocesswillautomaticallybecometheprimarycontact.1.LogintoSLUGroups.2.Gotoyourorganization’ssite.**Ifyourorganizationmustregister,aRegisterbuttonwilldisplayduringtheappropriatetimeperiodinthetoprightcorneroftheHomepageforyourorganization.**

3.Click“Register”.4.Followthestepsoutlinedbyyourcampus,updatinganyinformationasneeded.5.Click“Next”atthebottomofeachpagetocontinuetothenextstep.6.Youwillhavetheopportunitytorevieweachsteppriortosubmittingthecompletedregistration.7.Clickthelinkassociatedwitheachsteptoreviewandupdatetheinformation.8.Click“SubmitforApproval”whenallinformationhasbeenincluded.**Allregistrationsubmissionsmustbereviewedandapprovedbyacampusadministrator.Youcanviewthestatusofyoursubmissionsand/orupdateanysubmissionsstillin“InProgress”status.**

View/UpdateSubmissions1.LogintoSLUGroups.2.GototheInvolvementtabatthetopofthepage.3.GototheMySubmissionsoptionontheleftsideofthepage.4.SelecttheOrganizationRegistrationstab.5.Locatethesubmissionyou’dliketoview/updateinthelist.6.Thecurrentstatusislistedinthesecondcolumn.7.Click“View”tothefarrightofthesubmissiontoreviewyoursubmissionand/oranycommentsacampusadministratormaderegardingyoursubmission.ORIfstill“InProgress”:8.Click“View”tothefarrightofthesubmission.


9.Youwillbetakentothefinalreviewscreenwhereyoucanreturntoanysteptomaketheappropriateupdates.10.Onceallstepshavebeenupdated,click“SubmitforApproval”.


AssessmentOptions:Forms

Createaformforyourorganizationtogatherspecificinformation,suchasapplicationinformation.

1.Logintoyourcampussite.2.GotoyourOrganization'spage.3.ClickFormslocatedwithinthegraygar4.ClickManageForms5.ClickCreateForm

6.IdentifytheNameoftheform,thedaterangeyou’dliketheformtobeavailableduring,andifyou'dlikeittobeActive.7.Indicateifyou’dliketoAllowMultipleSubmissionsbycheckingtheboxontheleft.8.Identifywhoshouldhaveaccesstotheformbycheckingtheboxtotheleftofeachoption.9.Click“Save”or"SaveandAddQuestions"10.Clicktheformatonthelowerhalfofthepageofthequestionyou’dliketoaddtotheform.

• CheckBoxList:Includesquestiontextandanswerset,wheremultipleanswerscanbeselected.

• RadioButtonList:Includesquestiontextandanswerset,whereonlyoneanswercanbeselected.

• TextField:Includesquestiontextandonetextboxastheanswer,whichcanbeformattedtothedesiredsize.

• DropDownList:Includesquestiontextandanswerset,whereonlyoneanswercanbeselected.

• Instructions:Includesquestiontextwithnoanswerset.• SingleCheckBox:Includesquestiontextwithasinglecheckboxontheleft.• Ranking:IncludesquestiontextandanswersetwithabilitytorankuptoXnumberof

items.• FileUpload:Includesquestiontextwithabilitytouploadafile.

11.Typeintextforthequestionandanswerset,ifapplicable.Click“OK”.12.ClickonaquestionandtheEditicontomakeanyadjustmentstothequestionasawhole.

• UpdatequestiontextunderthePropertiestab.• Indicateifthequestionisrequiredoroptionalorifyouneedtoshuffleyouranswers

withinthePropertiestab


• EditanswertextviatheAnswerstab• IncludeaTooltipforananswerchoice.Thespecifictextwilldisplaywhentheuser

hoversovertheanswerchoice.• IncludeAdditionalTexttobeassociatedwithananswerchoice.Thespecifictextwill

displayinapop-upwindowaftertheuserclicksonan“i”icon. • Addadditionalanswerchoices.• Reformatthesizeofthetextbox,eitheratthebottomofthepropertiestaboronthe

Answerstabbyadjustingthenumberofrowstothedesiredsize.13.Click“Ok”whenalleditshavebeenmade.14.RepeattheabovestepsasneededforeachquestionyouwouldliketoaddtoPage115.Clickthe“PageList"buttonabovetheaddedquestionstoaddmorepagestotheform.16.Clickthe"+Page"buttontoaddapagetoyourform.17.Youwillbeabletomovepagesbyhoveringoverthespecificpage,clickingthelefthandcorner,anddragtowherethepageshouldbe.Youcanalsodeletepagesbyhoveringoverthepageandclickingthetrashcanicon.18.Clickthe"PageProperties"buttontoeditthePageName,selectwhetherornotyouwouldliketoshowthebackbutton,ortoaddconditionallogictoyourformpage.*Youwillnotbeabletoaddconditionallogictothefirstpageofyourform.Conditionallogicreliesonpreviouspageanswerselections*19.Repeatstepsasneededtoaddadditionalpages20.ClickBackToFormsonceyourformhasbeencompletedNewpagesmustbecreatedinordertoapplyconditions.Seebelowforinstructionsonconditions.1.Clickthe“PageList”buttononthetoprightsideofthepagetoaddmorepagestotheform.2.Click“Page”underAddNewontheleftsideofthepage.3.Repeatsteps1-4aboveforeachquestionyou’dliketoaddtotheadditionalpages.Formscanincludeconditionsthatspecifywhatshouldbeseenbasedonpreviousanswerselections.Whileaccessingyourform:1.Gotothepageyou’dliketoapplyconditionstobyaccessingthe“PageList”orscrollingthroughthepages.**Page1cannothaveconditionsappliedtothem.**2.ClickthePagePropertiesbuttoninthetoprightcorner.3.GototheConditionstab.


4.Click“AddCondition”thenselectthequestionandanswerthepageshoulddisplaybasedoffof.5.Repeatstep5toaddmultipleconditionstodisplaythepage.6.Click“Ok”whenallconditionshavebeenaddedtothepage.**Pleasenotethatthepagewilldisplayiftheconditionsaremet.**Conditionscanbegroupedtogethertoaddgreaterspecificity.Togroupconditions:1.Gotothepagewiththeconditionsapplied.2.Checktheboxtotheleftofeachconditionthatshouldbegroupedtogether.3.Click“GroupSelected”.4.IndicateifthegroupingshouldbeTrueorFalse.5.Repeatstep4foreachneededgrouping.6.Click“Ok”whenallconditionshavebeengrouped.Youcanupdatethetitle,daterange,and/ordescriptionforanexistingform.Whileaccessingyourform:1.Clickthe“Properties”buttoninthetopleftcornerofthepage.2.Updatethename,activedaterange,anddescriptionasneeded.3.AlsoupdatetheAccessRestrictionsandothersettingsasneeded.4.Click“Save”.PublishFormFromtheFormsoptiononyourorganization’spage:1.Locatetheformyou’dliketopublish.2.Clickthe“Publish”linktothefarrightoftheformname.3.UpdatetheFormStatusto“Active”.4.Copytheformlinktoprovideaccesstotheformviaanotherareafromyourorganization’sformlisting.5.Click“PublishForm”.**FormswillalsobeavailableundertheFormsoptionintheleftnavigationforallmembersofyourorganizationtoaccessduringtheActivedaterange.**ReviewFormSubmissionsFromtheFormsoptiononyourorganization’spage:1.Clickonthe"ManageForms"linkintheleftsidenavigation.2.Locatetheformyou’dliketoreviewsubmissionsfor.3.Clickthe“Submissions”linktothefarrightoftheformname.


4.Clickon“View”tothefarrightofeachpendingsubmission.5.Clickthelinkforeachpagetoreviewthesubmission.6.Makeanychangesasyoureviewthesubmission.7.Click“Next”atthebottomofthepagetomovetothenextstepforreview.8.Acommentcanbeaddedpriortoapprovalordenialofthesubmission.9.Click“Approve”or“Deny”afterreviewoftheentiresubmission.10.YouwillreturntotheFormSubmissionspagetoreviewtheremainingsubmissions.11.Repeatsteps3-8asneeded.

ExportFormSubmissionsFromtheFormsoptiononyourorganization’spage:1.Clickonthe"ManageForms"linkintheleftsidenavigation.2.Locatetheforminthelistandclickonthe"Submissions"linktothefarrightoftheform.3.Click"ExportAll"atthetopofthelistofsubmissions.

**Allsubmissionswillbeincludedintheexportfile,nomatterthestatus.**4.IndicatetoOpenorSavethefile,andclickOK.

AssessmentOptions:Elections1.Logintoyourcampussite.2.Gotoyourorganization.3.ClickonElectionsontherightsideofthemenubar.4.Clickthe“CreateElection”button.

5.IdentifytheNameoftheelection,ifitshouldincludeinstructions,andanyadditionalinstructionsthatshouldbeincluded.6.Indicateiftheelectionshouldbeactiveandthedaterangeyou’dliketheelectiontobeavailableduring.*OncetheelectionissettoActiveanditfallswithinthedaterange,apromptwilldisplayonthemainpageofyourcommunityororganization-specificsiteforeligibleuserstovote.*7.Indicatewhetherornotyouwouldlikeanalerttobedisplayedontheorganization'shomepagewhentheelectionisactiveandvotingisopen.8.Indicateiftheelectionisfororganizationmembersonly.9.Click“Save”.


*Youcancreateasmanyballotsasneeded.Eachballotcanbeaccessibletothegeneraluserpopulationoranynumberoftheeligibilitylists.Auserwillseeeachballottheyaredesignatedtosee.*9.Click“CreateBallot”.

10.Enterthenameoftheballot.11.IndicateifthisballotshouldbeavailabletoallusersbyclickingonEnableorDisable.

IFyouDisabletheGeneralaccess,THEN:12.IndicateforeachEligibilityListwhoshouldaccessthisballot:

Allow:allowstheusersonthelistcanaccesstheballotDeny:userscannotaccesstheballotandsupersedesanallowlistIgnore:thelistwillnotbeusedfortheballot**Onlyyoursiteadministratorshaveaccesstocreateaneligibilitylistwithaselectedlistofuserswhocanvoteinyourelection.Youmustreachouttoyoursiteadministratorifyouwouldlikeaneligibilitylistcreatedforyourorganizationelection.**13.Click“Save”whenallaccesshasbeenidentified.**Youarenowtakentoourformbuilder,withlimitedquestiontypes.PleaseseeCreateFormsforcompleteinstructionsoncreating/editingquestions.****Youcanalwaysaccesstheballottitleandeligibilitylistsettingsviathe“Properties”tabwhenfirstaccessingtheelection.**14.Click“BackToBallots”whenyouhavecreatedallofthequestionsforthisballot.

15.Repeatsteps9-13foreachadditionalballotneeded.


Youhavenowbuiltyourelection.BesurethatitissettoActivesothatthepromptwilldisplayonthemainpageofyourorganization'ssiteformemberstovote.ViewBallotResults1.LogintoSLUGroups.2.Gotoyourorganization.3.ClickonElectionsontheleftsideofthepage.4.Clickonthenameoftheelection.5.GototheResultstab.6.Asnapshotofthecurrentresultswilldisplay,includingthetotalnumberofeligiblevoters,thenumberofcurrententries,andthecurrentpercentofcompletedentries.7.Clickthe“Export”buttontodownloadanExcelfileofalltheballotentries.

MessagingMembersOrganizationleaderswith"AllAccess"or"LimitedAccess"permissionswithaccesstomessaginghavetheabilitytomessagethemembersoftheirorganization.Fromthisareamessagescanbecomposedanddeliveredtovariouscombinationsoforganizationmembersandofficers.Therearetwocriteriathatstudentleaderscanusetodefinethemessagerecipients:1.Positions(PrimaryContact,Member,President,etc.)2.SpecificMembersUsingthesetwocriteria,youcanconstructadeliverystatementthatreadsasfollows:Sendthismessagetothefollowing[positions]aswellasanyofthese[specificmembers].

Messagescanbesenttoallmembersofyourorganization,excludingspecificindividualsasappropriate.

Tocreateamessage:

1.Logintoyourcampussite.2.Gotoyourorganization'spage.3.GotoRosteronthetopmenu.4.Clickonthe"Messaging"link.5.Click"CreateRelay"or"TextSMS"fortheappropriatedeliverymethod.6.Selectthepositionsorindividualmembersthatyouwouldliketosendthemessagetobyselecting"Edit"withineachcomponent.


7.Then,addasubjectline(thesubjectlinewillnotcarryovertoyourmessagerelay,itisforinternalrecordsonly). 8.Onceyouhavecompletedthesesteps,click“Generate”.Youwillseethescreenbelow.

9.Afteryoureceivethismessage,youwillwanttotakethe"TemporaryRelayAddress"(generatedinblue),openanewemailinyourpreferredemailaccount(e.g.,Outlook),andaddthisintothe"To"field.10.Addasubjectline,andabodyoftheemailalongwithattachments(ifany).Onceallstepsarecompletedandallinformationhasbeenaddedtoyouremail,youarereadytosendyourmessage.


**Rememberthatmessagesaresentwithinthesystemandthenouttoane-mailaddressiftheuserhasnotoptedoutofreceivingmessagesviae-mailintheirnotificationsettings.****Thesameprocessandoptionsareavailabletosendtextmessagestothoseuserswhohaveidentifiedamobilephonenumberintheirnotificationsettings.AccesstheTexts(SMS)tabontheMessagingpagetosend/viewtextmessages.Textmessagingisonlyavailableifyourcampushaspurchasedtheappropriatesoftwarepackage.DuetothenatureofSMSmessaging,thismethodofcommunicationisnotinstantaneousandshouldnotbeusedastheonlymeansofcommunicationwhenyouneedtoensuredeliveryofamessage.**

Last updated July 2016 - SLU · Invite New Members to Join From the Roster option on your...

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