connected user notes for schools€¦ · connected user notes for schools june 2017 we recommend...
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ConnectedUserNotesforSchoolsJune2017
Werecommendthatyouprintthisdocumentandhaveittohandtohelpyouusethesystemasitincludesscreenshotsandusefulnotes.
ABOUTTHISDOCUMENT
Thisdocumentprovidesinformationabouteachofthemodulesonthelefthandmenupanelapartfrom‘MyProfile’whichisprovidedinaseparatedocumentwithhelpandadviceonhowtocompleteandedittheprofileformaximumimpact.
Thecontentsofthisdocumentare:
1. MyDashboard2. Yourownpersonalstaffprofile3. Howtoswitchbetweenschoolprofiles4. Lefthandpanelmenu5. Messages6. Search7. KnowledgeZone8. InformationFeed9. Members’DiscussionForum10. Events11. Groups12. Notes13. BBSEvents14. Reporting15. Help&Support
Werecommendthatyouprintthisdocumentandhaveittohandtohelpyouusethesystemasitincludesscreenshotsandusefulnotes.
Section1:MyDashboard
MYDASHBOARD
WhenyoulogintoConnectedyouwillcometoyourDashboard.ThisshowsyouyourlatestmessagesandothernewcontentfromtheInformationFeed,Members’DiscussionForum,Agents’LatestNewsandEvents,andnewcontentwhichourBBSNteamhaveaddedtothesystemsuchasnewcountryreportsornewagentprofiles.(Thesefunctionsareallexplainedinthisdocument.)
Section2:Yourourownpersonalstaffprofile
YOURPERSONALSTAFFPROFILE
• Fromthispaneleachusercanedittheirownprofiledata.• Atpresent,eachusermustedittheirowndataanduploadtheirownphotoratherthanone
personwithintheschoolchangingallthestaffdata.• Wewillbeenablingthisinduecourse.Ifyouneedassistancewithamending,addingor
deletingstaffdata,pleasesendthechangesto:[email protected]
Whenyouclickon‘Editmydetails’atthebottomoftheleftmenubaryouwillseethisscreenofyourowndetails.
Clickontheblueeditbuttontoupdatethedata.
Wesuggestyouaddashortbiographyaboutyourroletohelpagentsknowwhotocontactfordifferentthingseg agentcontracts,admissions,marketing.
YOURPERSONALSTAFFPROFILE
YOURPERSONALSTAFFPROFILE– TYPESOFUSERACCOUNTPleasenotethattherearedifferenttypesofaccountforusersonConnected:
Ø Active&Admin– thesetwotypearecurrentlythesameandenableusersto:
• Viewandedittheirschoolprofile• Sendandreceivemessagesfromagents• Searchtheagentdatabase– fromwheretheycanviewcompanyprofiles,setupgroupsandsendmessages• Postannouncementsontheinformationfeed• Setupgroupsformessaging• AccesstheKnowledgeZone– withnews,articles,videos,contactsandaddnewsandarticles• AccesstheEventsmoduleandaddevents• Viewandparticipateinthenewmembers’discussionforum• Addnotestoagentprofiles• Accessreportingmodule• Accesshelp&support
Ø Read-only– thistypehaslessaccessandenablesusersto:
• Viewownschoolprofilebutnotedit• Noabilitytosendandreceivemessages• Searchtheagentdatabaseandviewprofilesbutnotmessageorsetupgroups.• ViewtheKnowledgeZonebutnotabletoaddnewsorarticles• Noaccesstotheinformationfeed• Noaccesstogroups• Accesstheeventsmodulebutcan’taddevents• Noaccesstothenewmembers’discussionforum• Viewnotesyourschoolhasaddedaboutagentsbutnotaddnewnotes• Noaccesstothereportingmodule• Accesshelp&support
Section3:Howtoswitchbetweenschoolprofiles
HOWTOSWITCHBETWEENYOURSCHOOL
PROFILES
IfyourschoolhasmorethanoneprofileusethisbottompaneltoSWITCHPROFILESeg ifyouhaveaprofileforthesenior,prepand/orsummerschool.
Ifyoucan’tsee‘Switchprofiles’butyouknowthatyourschoolhasmorethanoneprofilethenwewillneedtoamendthepermissionsonyouraccountandprovideyouwithaccess.Pleasecontact:[email protected]
Section4:Thelefthandpanelmenu
LEFTHANDPANELMENU
Fromthemenupanelyoucanaccesseachofthemodulesfordifferentfunctions.Forexample,clickon‘MyProfile’toviewandedityourprofile.Thisdocumentprovidesusernotesforeachofthesemodulesapartfrom‘MyProfile’whichisinaseparatedocumentwithhelpandadviceonhowtocompleteandedityourprofile.
Section5:Message
MESSAGES
Byselecting‘Messages’fromtheleft-handmenu,youcanviewmessagesreceivedfromagents(clickonInbox),messagessenttoagents(clickonSent)andmessagesinyourarchive(clickonArchive).PleasenotethatallmessagesfromtheprevioussystemhavebeenputintotheArchivefolderforlaunch.
MESSAGES
• Youcantogglebetweenviewingmessagessentto/byyouindividually(‘Mymessages’),andmessagessentto/byallmemberswithinyourorganisation (‘Allmessages’).
• Inyourinbox,youcanalsotogglebetweenviewingunreadmessagesandallmessages(thisrelatestounread/readwithinConnectedanddoesnotrelatetothoseread/unreadinyouremailinbox).
• Youcansearchyourinboxusingthesearchbar.
• Individualmessagescanbeselectedusingthecheckboxtotheleftofthemessage.Youcanthenselectfromtheactionsboxtomarktheselectedmessage(s)asunreadorarchiveit/them.Thisfunctionalitydoesnotapplytomessagesalreadyinyourarchive.
• Pleasenotethatwhenthesystemgoesliveon6th June,allofthemessagesbroughtoverfromtheprevioussystemwillbeputintotheArchivefolder.
MESSAGES
SENDINGMESSAGES
• Replytoexistingmessagesfromwithinyourinbox.Youcannotsendamessagetoanewcontact,orcreateanewmessagetoanexistingcontact,fromwithinthemessagingmoduleasyouneedtofindtheperson– seebelow.
• Attachments - Youcanuploadasingleattachmenttoamessageyousend.Attachmentscannotexceed2MBinsize.
• SendinganewmessagecanbedonefromvariousmoduleswithinConnected,asfollows:
• Search – clickingthroughtoanagent’sprofilefromsearchresultswillenableyoutomessagethemfromtheirprofiledashboard(thepageyoulandonwhenyouclicktoviewtheirprofile).Thismessagewillgototheorganisation’s designatedmaincontactperson.Alternatively,youcanmessagespecificmembersofstaffviathecompany profile'sstaffpage(locatedunderthemenuitem'Thecompany').
• Groups – withinthegroupsmodule,youcanmessageallorselectedmembersofagroupthatyouhavesetup.Usethetickboxesnexttoindividualgroupnamestoselectonlycertainmembersofagrouptomessage.
• Events – youcanmessageanagentaboutaneventtheyareorganizingbyclicking‘sendmessage’ontheindividualeventpage.• KnowledgeZone– fromwithintheKnowledgeZone,youcanmessageagentsthathavepostednewsandarticlesbyclicking
‘sendmessage'onindividualnewsitem/articlepages.Youcanonlycontactguardianshipcompanies,suppliersandotherusefulcontactsoutsideofConnectedbyusingthecontactdetailssupplied.
• Pleaserefertotheusernotesofeachofthesemodulesforfurtherinformationonsendingmessages.
• ForotherwaystogetincontactwithConnectedmembers,visittheHelp&Supportsectionsfor‘Informationfeed’andmember‘Forum’.
Section6:Searchfacility
SEARCHFACILITY– HOWTOFINDAGENTS
Ø CONDUCTINGANEWSEARCH
• ToconductanewsearchclickontheSearchoptionfromthelefthandmenu.
• Tosearchforagentsusingthestandardcriteria,usethesearchoptionspanel,whichareasfollows:
• Agencylocation (country,continent)– i.e.findthelocationofagentoffices
• Recruitingfrom (country,continent)–i.e.theagentmaybelocatedintheUKbutrecruitingfromChina
• Numberofstudentsplacedinlastacademicyear(longtermboarding/shorttermboarding/summercourses)
• Schooltypesandprogrammes ofinteresttothem
Note:whenyoufirstcomeontothesearchpagealltheagentsnowappearinthispanelandyoucanseethetotalnumberlistedhere
SEARCHFACILITY– HOWTOFINDAGENTS
Ø EXACTMATCHESANDPARTIALMATCHES
Ifyouhavesearchedusingmultiplecriteriayouhavetheoptionoflookingatresultswithexactmatchesorbypartialmatches.Todothisusethetogglefeature.‘Partialmatches’willalsoincludeexactmatches.
Ifyouselect‘Partialmatches’youcanseewhateachagenthasmatchedonbytickingthe‘Highlightmatches’buttonandthiswillrevealthedetailshere.
SEARCHFACILITY– HOWTOFINDAGENTS
Ø FREETEXTSEARCHES
Freetextsearchescanbeusedonthefieldwhichsays‘Entersearchquery’andthiswillsearchtwofields:
1. Companyname– allorpartofit2. SearchTermsfield- eachmembercanusethistoaddkeysearchtermsfortheirprofile.
Thefreetextsearchcanbeusedtofindspecificcompaniesbyname,ortofindacompanythatmeetsaspecificrequirementthatisnotlistedamong thestandardsearchcriteria.NB.Forinformationonaddingkeywordstoyourownprofile,pleaserefertothe'Profile'noteswithintheHelp&Supportsection.
Editthesefieldsin‘AbouttheSchool’page
Ø SEARCHRESULTS
• Yoursearchresultswillbelistedontheright-handsideofthepage.Youcanfilterresultsbyeitherbestmatchoralphabetically.
• Beforeviewinganyoftheprofiles,youcanchooseto‘Savesearch’ifyouwouldliketosavethesearchinordertorunthesamesearchagaininthefuture.Whenyouclick‘Savesearch’youwillbeaskedtogivethesearchaname.Note:searchesaredynamicsoifyourunthesearchagaininthefuturetheresultswillincludeanynewrelevantagentsaddedsinceyoufirstranthesearch.
• Clickthegreen‘view’buttontovisittheprofileofanyagentslistedinyoursearchresults.
SEARCHFACILITY– HOWTOFINDAGENTS
Ø SEARCHRESULTS
Bycheckingtheboxnexttoasearchresult,youwillenablethefunctionsshowninthetoptoolbarabovethesearchresults. Forexample,onceyouhaveselectedagentsviathetickboxes(individuallyorbyclicking‘Selectall’)youcanmessagetheselectedagents, addthemtoanexistinggrouporcreateanewgroupforthem.
SEARCHFACILITY– HOWTOFINDAGENTS
Ø MESSAGINGAGENTSFROMSEARCHRESULTS
Thesearchpageisakeyplacefromwhichtomessageagents.Onceyouhaverunyoursearchyoucanclickon‘Selectall’orindividuallytickthecompaniesyouwanttomessage.Theclickon‘Message’andawindowwillappearforyoutowriteyourmessage.
SEARCHFACILITY– HOWTOFINDAGENTS
SEARCHFACILITY– HOWTOFINDAGENTSØ MESSAGINGAGENTSFROMSEARCHRESULTS
• Thisisthemessageboxwhichwillappearanditshowsthecompaniesthemessagewillbesentto.
• NotethatthemessagewillgotothepersonnominatedastheManagingDirectorandthepersonresponsibleforBoardingSchoolsPlacementsonthestaffpage.(Ifyouwanttosendamessagetoaspecificpersoninthecompanyyoucandothisviathecompanyprofilestaffpage).
• ThemessageswillNOTonlystaywithinConnectedastheyarealsosenttotherecipients’emailinbox.AcopyofthemessagewillappearinyoursentitemsintheMessagemodule.
Insertaclearsubjecttitleandmessage.Youcanaddattachmentsupto2mb(forlargerattachmentswesuggestyousendaweb-link).
Thesender’sname,jobtitleandschoolwillappearwiththemessage.
SEARCHING:ADDINGMULTIPLEAGENTSTOGROUPSFROMTHESEARCHRESULTS
Anewfunctionistheabilitytoaddlotsofagentstoagroupfromthesearchresults.Todothisyourunasearcheg AgentsrecruitingfromNigeria.Thenclickon‘Selectall’andthenclickon‘Addtogroup’.Theboxbelowwillappearandthisgivesyoutheoptiontoaddtheseagentstoanexistinggrouportosetupanothergroupandgiveitaname.Thenclick‘Add’.
SeethesectiononGroupsforinformationonhowtousegroupsandtomessagegroupsofagents
NOTE:whenyouaddmultipleagenciestogroupsinthiswaythepersonnominatedastheManagingDirectorandthepersonwiththeresponsibilityforBoardingSchoolsPlacementsonthestaffpage arethepeoplewhoyouareaddingtogroups.
Section7:KnowledgeZone
KNOWLEDGEZONE
ToaccesstheKnowledgeZoneclickonthemenuoptiononthelefthandpanel.OnceyoucomeintotheKnowledgeZoneyouwillseeadashboardliketheonebelow.
HereistheKnowledgeZonemenubarwhichprovidesdifferentareasofcontentsuchasnews,videos,countryreportsandarticles.
KNOWLEDGEZONE
Thedashboardshowsthelatestcontentaddedinagentmembernews,latestarticlesaddedandlatestcontentandnewsaddedbyourteam.
Note:Schoolscan’tseeotherschools’news.Schoolscanonlyseeagentnews.
KNOWLEDGEZONE
Ø VIEWINGAGENTNEWS
Ifyouclickonthemenuitem‘MemberNews’youwillseeallofthenewsaddedbymemberagents.Youcanclickoneachnewspaneltoreadmore,seetheagent’scontactdetailsandclicktomessageortoviewtheirprofile.
KNOWLEDGEZONE
Ø VIEWINGYOUROWNNEWSANDADDINGNEWS
Ifyouclickonthefirstmenuitem‘MemberNews’youwillseetwoadropdownmenuwith:
• MyNews– viewallnewsarticleswhichyouhaveadded• AddNews– addnewsarticleswhichcanbeviewedbyagents(nototherschools)
intheKnowledgeZoneandviayourprofiledashboardwhichhighlightslatestnewsposts
• Note:thisisdifferenttotheprevioussystemwherenewswasaddedviayourprofile.ItisnowaddedviatheKnowledgeZoneandwithinMemberNews.
KNOWLEDGEZONE
Ø ADDINGYOURSCHOOLNEWS
From‘MemberNews’selectthedropdownmenu‘AddNews’
Toaddanewsarticle,addthetitle,shortnewssummaryandthestory.Youcanalsoaddathumbnailpicture.
Thisiswhatthesummarywilllooklikeandusersclickonthearticletoreadmore.
KNOWLEDGEZONE
Ifyouclickonthemenuitem‘BBSNNews’youwillbeabletoaccessallofthenews,reportsandnewcontentthatourBritishBoardingSchoolsNetworkteamhaveadded.ThiswillincludeJan’sblog,plusnewcontentwehaveaddedsuchasmarketintelligencereports,countryreportsandnewagentmembers,aswellasnewsaboutourevents.
KNOWLEDGEZONE
Ø ARTICLES
Ifyouclickonthemenuitem‘Articles’youwillbeabletoaccessallofthearticlesthathavebeenaddedbyschoolmembers,agentmembersandbyourpartnersupplierssuchasVealeWasbroughVizardswhoprovidethelatestcontentonTier4andimmigration.
KNOWLEDGEZONEØ VIEWINGYOURARTICLESANDADDINGARTICLES
Fromthe‘Articles’menuyoucanalsoseetwootheroptions:
• Myarticles– youcanaccessandviewallofthearticlesaddedbyyourorganisationstaff
• Addarticles– youcanarticlestobeviewedbyothermemberschoolsandagents.
WhenyousubmitanarticleitneedstobeapprovedbyourteambeforeitissubmittedontoConnected.Articlesshouldbeaboutatopicwhichisrelevanttotheboardingcommunityofschoolsandagentsandshouldnotbeadirectpromotionofyourschool.Articlesprovideanopportunityforcontentmarketing.
KNOWLEDGEZONEØ VIDEOS
Clickonthe‘Videos’optiononthemenutoaccesstherangeofvideosavailablewhichincludemarketintelligence(interviewswithagentsfromarangeofmarkets)andinformationtrainingvideos.Thesearedesignedforunderstandingmarketcharacteristics,keepinguptodatewithmarketdevelopmentsandareagreatresourcefornewstaff.
KNOWLEDGEZONEØ COUNTRYREPORTS
Clickonthe‘CountryReports’optiononthemenutoaccesstheboarding-specificreportsthathavebeenwrittenbyourteamandincludeinformationgatheredfromourtrustednetworkofagentsaswellasthelatestISCcensusdata.Thereportsareregularlyupdated.
Clickonthecountrynametoaccesseachreport.
KNOWLEDGEZONETheKnowledgeZoneincludesanumberofusefulsectionsforcontactsthatmaybeofinterestincluding:
• Guardianships• Suppliers• Usefulcontacts– suchasthesectorassociations
Clickontheselinkstoviewtheprofile
Section8:InformationFeed
INFORMATIONFEEDTheInformationFeedisanewfeatureandschoolscanuseittogeturgentandimportantmessagesouttoallagentofficesquicklyandefficiently.ItisasimilarfunctiontoaFacebookpost.Agentscanalsousethisfacilitytopostmessagestoschools.
Importantnote:• Whenaschooluserpostsamessageonthe
InformationFeeditsendsanotificationtotheemailinboxofthestaffnominatedontheagent’sprofileasManagingDirectorandBoardingSchoolPlacements.
• WhenanagentpostsamessageontheInformationFeeditsendanotificationtotheemailinboxofthestaffnominatedonyourschoolprofileastheMainInternationalAdmissionsContactandtheAdditionalInternationalAdmissionsContact.
INFORMATIONFEED• TheInformationFeedisdesignedforbroadcastingmessagestothewholeagentcommunitywhereasthe
messagefacilityisdesignedfortargetedcommunicationstospecificgroupsofagents.TheInformationFeedcanbeusedwhenyouwanttogetthemessageouttoallagentofficese.g.whenmakinganannouncementaboutnewstaff,newdevelopmentsorwhenyouwanttoinformagentsaboutvacanciesbutthemessagedoesn’tneedtobetargetedbyregion.
• Schoolspostmessagesouttoagentsandagentspostmessagestoschools.Otherschoolscan’tseeyourposts.
• FeedswillbevisibleonConnectedfor28daysunlessyousetanenddate.
• Themessagelengthisrestrictedto2000characters.
• Doincludecontactdetailsintheannouncementifyouwouldlikeagentstoreplytoaspecificperson.
• Itismandatorytoadda‘typeofannouncement’andtheoptionsare:
• Criticaldeadlineapproaching• Importantannouncementeg newstaff/developments• Studentplacesavailable• Urgentrequest
INFORMATIONFEED• TheCurrentAnnouncementssectionwithinthe
InformationFeedpageshowspostsbyagents.
• Whenyouviewagentpostsyoucanscrolldownthroughthelistorfilterthembythesetypes:
• Admissionsenquiry• Importantannouncementeg new
staff/developments• Urgentrequest
• Youcanmessageanagentdirectlyviatheirpost.
• YouviewcurrentpostsfromyourownschoolintheCurrentAnnouncementswindow.Youcan’tedityourpostsbutyoucandeletethem.FeedswillbevisibleonConnectedfor28daysunlessyousetanenddate.
INFORMATIONFEED
• UsersarenotifiedviaemailwhennewpostshavebeenmadeintheInformationFeedi.e.theygointotheiremailinboxanddonotstayinthesystem.
• SchoolstaffwhicharenominatedinthestaffpageofyourprofileasMainInternationalAdmissionsContactandAdditionalInternationalAdmissionsContactwillreceiveanemailtonotifythemofnewpostsbyagents.Youcanthenlogintoreadthefulldetails.
• WhenyoupostamessageviatheInformationFeedanemailwillbesenttotheagentsnominatedintheirstaffpageasManagingDirectorandBoardingSchoolsPlacements.
• Theemailnotificationsensurethatinformationdoesn’tstaywithinConnectedandthatusersareawareofpostsbeingmade.
• NewpostsfromagentswillalsofeatureonyourdashboardwhenyoulogintoConnected.Likewise,schoolpostswillfeatureontheagents’dashboardstohighlightwhatisnew.
Section9:Members’DiscussionForum
MEMBERS’DISCUSSIONFORUM
Thediscussionforumisanewfeaturewhichenablesthewholecommunityofschoolandagentuserstointeractindiscussionswhicharerelevanttooursector.Thisistheonlysectionofthesitewhichenablesinteractionbetweenallmemberschoolsandallmemberagents.
MEMBERS’DISCUSSIONFORUM
ToaccessthissectionclickonForum onthelefthandmenu.YoucometothisscreenwhichshowstheForumswhichareavailable.ThesearesetupbyourteambutyoucansuggestForumtopicsbyemailing:[email protected]
MEMBERS’DISCUSSIONFORUMØ FORUMS&THREADSWhenyouclickonthenameoftheForume.g EntryTests,thenyouaretakenintothispagewhereyoucanviewthediscussionthreads
Withineachforumarevarious‘threads’,whichrepresentdiscussionsontopicsrelatedtothatspecificforum.Clickingtoviewathreadwillshowyoualloftheindividualpostswithinit.Eachpostrepresentsaseparatecontributionbyamembertothatdiscussion.
Foreachthreadlistedwithinaforum,youcanseethenumberofpoststhathavebeenmade,aswellasthenumberoftimesthethreadhasbeenviewed.Youcanalsoseewhocreatedthethreadandwhomadethemostrecentcontributiontoit.
MEMBERS’DISCUSSIONFORUM
Ø POSTINGWITHINATHREAD
• Toreadthethreadclickonthetitle.
• Youthenseethiswindow
• Tocommentinresponsetoanothermember’scontribution,click'Reply'totherelevantpost.
• Ifyouwishtoquoteanothermember’spostinyourownpost,click‘Quote’withintherelevantpost.
• Clicking‘Favourite’willaddaposttoyourlistoffavouriteposts.
• Theforumisnotmoderatedonapost-by-postbasis,soifyoufeelthatapostisinappropriate– forexampleifyoufinditoffensiveoritisovertlysalesoriented– pleaseclick‘Reportconcern’.
• NB.Youcannotuploadfilestoapostorthread.
MEMBERS’DISCUSSIONFORUM
Ø CREATINGANEWTHREAD
• Toaddanewthread(discussion)toaforum,clicktoviewtherelevantforum.Click‘newthread’fromthehorizontalmenu.• Giveyourthreadaself-explanatorybutsuccincttitle,withfullerdescriptionofthetopic/questionfordiscussioninthe
‘content’fieldbelow.• NB.Youcannotuploadfilestoapostorthread.
MEMBERS’DISCUSSIONFORUM
Ø VIEWINGLATESTPOSTSANDLATESTTHREADS
• ThelatestpostsandthelatestthreadsappearinapaneldowntherighthandsidewhenyouareintheForummodule.
• Thelatestpostsalsoappearonusers’dashboardswhentheyfirstlogintoConnected.
MEMBERS’DISCUSSIONFORUM
Ø ADDINGFORUMSTOFAVOURITES
• YoucanaddForumstoyourFavouritesbyclickingontheForumtitleandthenclickon‘Addforumtofavourites’.Thishelpsyoufindforumsquicklyandtofollowthoseofinterest.
Section10:Events
EVENTS ToviewtheEventsmoduleclickon‘Events’inthelefthandpanel.
Inthismoduleyoucan:• Vieweventswhicharebeingrunbyagents(clickMemberEvents)• VieweventswhichyourschoolhaslistedonConnected(clickMyEvents)• Addyourschoolevents–e.g.opendays,entrancetests,deadlinesforapplications,overseas
trips,concertsand6th informationeveningsetc.(ClickAddEvents)
EVENTS WhenviewingAgentEventsyoucan:
• Sortbycategoryofevents(pleasenotethateventsbroughtoverfromtheprevioussystemwillnothavebeenallocatedaneventtype).
• Sortbymonthandyear.
Youcanclickonviewmoretoseetheeventdetails,andtoaccesstheagent’sprofileandtomessage.
EVENTS Whenyouhaveclickedto‘ViewMore’ontheindividualeventlistingyoucanseetheeventdetailsinthiswindow.Click‘ViewProfile’toviewtheagent’sprofileor‘SendMessage’tocontacttheagent.
EVENTS Ø MYEVENTS
Clickonthe‘MyEvents’optiontoseeeventswhichyourschoolhaspostedonthesite.
Clickon‘Edit’tovieworedittheeventdetails.
EVENTS
Ø ADDINGANEVENT
Clickonthe‘AddEvent’optiontoaddaneventtothesite.
Note:thisisdifferenttotheprevioussystemwhereyouaddedeventsviayourprofile;thisisnowdoneviatheEventsmodule.
EVENTS
Ø ADDINGANEVENT
• Addtheeventtitle,detailsoftheeventandtickwhichtypeofeventitis(thisallowsagentstofilterbyeventtype).
• Addthestartdateandenddateoftheevent.
EVENTS
Ø HOWYOUREVENTWILLBELISTED
• Onceyouhaveaddedeventstheywillfeatureintheeventsmodulethatagentscanseeandwillappearinacalendarlikethis.(Schoolscannotseethewholelistofschoolevents.)
• YoureventsalsoappearonyourSchoolprofiledashboardandonthedashboardthatagentsseewhentheylogintoConnected.(Likewiseforagentevents- soschoolusersseethelatestpostedagenteventsontheConnecteddashboardandoneachindividualagentprofiledashboard.)
Section11:Groups
GROUPSØ ABOUTTHEGROUPSMODULE
• ToaccesstheGroupsmoduleclickon‘Groups’ontheleft-handmenu.• TheGroupsmoduleallowsyoutogrouptogetheragentsindifferentways.Youcanthenmessageselectedor
allmemberswithinagroup fortargetedcommunications.• Youcanhavenumerousgroupsbasedoncontactsyouhavemetand/oralreadyworkwith,andgroupsof
agentsyouwishtotarget.
GROUPSØ VIEWINGANDEDITINGGROUPS
• Alongsideeachgroup,youcanclickonoptionstorenameanexistinggroup,deleteitorviewthegroupmembers.• Youcansortthegroupsbydatecreatedorinalphabeticalorder.
GROUPSØ VIEWINGANDEDITINGGROUPS
• Onceyouhaveclickedon‘View’toviewthemembersinthegroupyouwillseeascreenlikethiswhichshowsthemembersandhowmanymembersareinthegroup.
Click‘View’toseethecompanyprofile
GROUPSØ MESSAGINGGROUPS
Tomessageyourgroupofagents,clickon‘Selectall’orselectindividualagentsbytickingtheseboxes.
Oncetheagentsareselectedyoucanclickon‘Message’andamessageboxwillappearwhereyoucanenterthesubjecttitle,messageandaddanattachmentifyouwish(upto2mb).
MessageswillappearinyoursentboxintheMessagesmodule.
Note:anotificationissenttorecipientsemailinboxtoinformthemtheyhaveamessageinConnectedandtheylogintoviewthewholemessage.
GROUPSØ MOVINGAGENTSTOANOTHERGROUP
Tomoveanagent(s)toanothergroup,clickon‘Selectall’orselectindividualagentsbytickingtheseboxes.
Oncetherelevantagentsareselectedyoucanclickon‘Move’andaboxwillappeartoaskyouwhichgroupyouwouldliketomovethemto.
GROUPSØ REMOVINGAGENTSFROMAGROUP
Toremoveanagent(s)fromagroup,clickon‘Selectall’orselectindividualagentsbytickingtheseboxes.
Oncetherelevantagent(s)isselectedyoucanclickon‘Remove’andtheagentwillberemovedfromthegroup.
GROUPSØ CREATINGNEWGROUPS
• Youcancreateanewgroupfromwithinthegroupsmodule,butyoucanonlyADDnewmemberstoitfromwithinthesearchmoduleorfromthestaffpageineachcompanyprofile.
• Tocreateanewgroup,clickthepurple'Add’newgroup'buttononthegroupsmodulelandingpage.
GROUPSØ CREATINGNEWGROUPS
• Fromthesearchmoduleyoucanselectoneormoreagentsandclickon‘Addtogroup’.
• Thenyoucaneitheraddthemtoanexistinggrouporsetupanewgroupandgivethenewgroupaname.
• OnceyouhavedonethisonthesearchpageyouneedtogototheGroupsmoduleviathelinkontheleft-handmenutoviewthegroups.
GROUPS
Ø ADDINGMULTIPLEAGENCIESTOAGROUP
WehaveaddedanewfeaturetotheGroupsmodule.Thismeansyoucanaddmultipleagenciestoagroupquicklyfromthesearchmodule,ratherthanhavingtoselecttheindividualstaffineachcompany.
Forexample,ifyouwantedtorunasearcheg thoserecruitingfromNigeria,thenyouwanttoaddthemalltoagroupyoudothisby‘Selectall’andthenclickon‘Addtogroup’.
NOTE:BydoingthisthesystemwilladdtoyourgrouptheindividualstaffwhoarenominatedastheManagingDirectorandthepersonresponsibleforBoardingSchoolPlacements.
Section12:Notes
NOTES• ToaccesstheNotesmoduleclickonthelinkonthelefthandmenu.• Thenotesmoduleisusedtocreateandsaveprivatenotesaboutagentsofinteresttoyou.• ThesenotesarevisibletoallConnecteduserswithinyourownorganisationbutnottoanyoneoutsideofyour
organisation.
NOTESØ VIEWINGANDDELETINGNOTES• Allnotesaddedbymembersofyourorganisationcanbeviewedtogetherbyclicking‘Notes’ontheleft-hand
menu.• Click‘Delete’nexttoanynotesyouwishtoremove.Pleasenotethatthisfunctionwillbedisabled24hours
afteranewnotehasbeenadded.Thisenablesnotesaddedbymistaketoberemovedstraightaway,butpreservesthefullnotehistorythereafter.
• Clickon‘View’buttontoviewthewholenote.
NOTES
Ø ADDINGNOTES
• Youcanaddprivatenotestotheprofilesofagentstorecordcontact,meetings,placementsetc.Thisisanimportantwayofsharinginformationacrossyourorganisationandforfuturereference,especiallywhenstaffchangeandtheyneedarecordofthepartnershipbetweentheagentandyourschool.
• Youaddnewnotesfromwithintheagent’sprofilebyclickingonthe‘Notes’tabonthetopmenubarontheindividualcompanyprofilepages.
• Thenaddyournoteclick‘Save’.
NOTES
Ø VIEWINGPREVIOUSNOTES
Youcanviewallpreviousnotesthatyouhaveaddedtotheagent’srecordwhenyouareinthe‘Notes’tabontheirprofile.
Addyournoteinhereandclick‘Save’.
Oncesaved,yournoteswillbeshownbelowwiththenameofthepersonwhoaddedthenote,thedateandthetimeadded.
Click‘Delete’nexttoanynotesyouwishtoremove.Note:thisfunctionwillbedisabled24hoursafteranewnotehasbeenadded.Thisenablesnotesaddedbymistaketoberemovedstraightaway,butpreservesthefullnotehistorythereafter.
Section13:BBSEvents
BBSEVENTS
TheBBSeventspageisusedbyourteamtoprovidedetailsofeventswhichwearerunningsuchastheBBSWorkshops,TrainingDaysandUserGroups.
AccessthisbyclickingontheBBSeventslinkontheleft-handmenu.
Section14:Reporting
REPORTING
ReportingisanewfeatureonConnectedandwillprovidesummarydatatomemberorganisations abouttheirmessagingactivityonthesite.Italsoprovidesusefulfeedbackregardingthenumberofvisitsmadetotheirprofilepage,aswellastothenews,articlesandeventstheyhaveposted.
NB.Thismodulewillbelaunchedinduecourseandwillbeexpandedovertimetoprovidemoredetailedinformationtomemberorganisations abouttheactivityofothermembersinrelationtotheirorganisation’s contentonConnected.
Section15:Help&Support
HELP&SUPPORTTheHelp&SupportsectionhasahorizontalmenuwithinformationonhowtouseeachofthemoduleswithinConnected.
Pleasecontactusifyouneedfurtherassistance:[email protected]
HELP&SUPPORTOurnewpublicwebsite,withtheConnectedloginpage,ishttp://britishboarding.com (clicklinkintoprighthandcorner)
Thiswilltakeyoutotheloginpage
HELP&SUPPORT
IfyouneedanyassistancewithusingConnected,pleasecontactoneofourteam
SuzanneRowseDirector
AntonyRowseDirector
AliciaHoughtonHeadofEvents
JanShillingHeadofStrategy&Development
Tel:[email protected](MondaytoWednesday)
[email protected] whichisreceivedbyallstaff.Wewillrespondasquicklyaswecan.