GISTesting Guide

Setting expectations…1. You will play with only the basic functionalities included in the beta

version of the system.

2. The functionalities that you will test are related with the Match, Realized and Complete stages of the new customer flows.

3. Your role as member of AIESEC US is testing the system and provide feedback to improve the current functionalities.

4. The more you test the system, the smoother will be the transition.

5. Promote the testing of the system with other members and remember one of the AIESEC Competencies: Proactive Learning.

6. GIS was designed to be user friendly and instinctive, try to test it on your own and with your team in the same way that you did when you opened your Facebook account for the very first time.

7. LCPs and EBs are the main responsibles for the implementation at local level. If you do a great job testing and training your members, the transition will be easier. Lead by the example.

First StepsReceive an invitation email, create your password, complete your profile, the dashboard, feedback.

Invitation email1. Your team leader invite you to

GIS (MC to LCP, LCP to EB, EB to members)

2. Setup your password clicking on this button

3. Set your password on the system*

*Please don’t use the same password that you use for your email or your social network accounts

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Login to GIS

2. Write your email and password

1. Go to:

http://experience.aiesec.org

Dashboard

1. Menu: main functionalities of GIS: people, organizations, opportunities, Committees and Library.

2. Notification and Profile: Messaging module, notifications, search bar and your profile

3. Main Dashboard: Links to the different GIS functionalities

4. Feedback globe: Space to provide feedback for the developers.

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Complete your profile1. Click on My Profile

2. Click on Edit

3. Complete all the information (personal details, professional details, contact details, skills, backgrounds, languages and interests)

4. Click on Save

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Test and Feedback1. To provide directly feedback to

the developers click on

2. Write your piece of feedback. If you have a screenshot, you can include it. To make faster and easier the revision, add the topic of your feedback at the beginning of the comment.

3. You can help to the development of GIS, Click on “Help us decide what to add next” and choose the things that you want to see on the system.

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GIS for ICXTN Flow; CRM, Organizations and Opportunities; Applications, Match and Standards.

TN flow on GIS

• Stranger: Company who wants an AIESEC trainee.• Visitor/Open: Once AIESEC and the Company finish the negotiation, the company will receive updates related with the applications received to its opportunities (TN).

OrganizationsGeneral View

1. Organizations menu.

2. Filters and Statistics

3. State of the negotiation

4. List of Organizations

5. Add Button (Add an Organization)

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Create an organization1. Click on

2. Fill out all the information of the company in all the categories: Basics, Industries, Branches* and Head Office Details

3. Once you finish, click on

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*Once you save the organization, you can edit it and add a Branch

Opportunities (TN)General View

1. Opportunities menu.

2. Filters and Statistics

3. State of the TN

4. List of Opportunities

5. +Create Button (Create an Organization)

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Create an opportunity1. Go to Opportunities menu.

2. Click on

3. Select the programme.

4. Fill out all the information of the company in all the categories: Basics, The Role, Individual Development, Logistics Info, Skills, Backgrounds, Languages and Specifics.

5. Once you finish, click on

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MatchGeneral View

1. Go to the opportunities page and choose an opportunity.

2. In the Details tab you can find all the information of the TN

3. In the Applications tab you can find detailed information of the applicants

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Match1. Click on one of the applicants

to review his/her skills and background.

2. Based on the profile info, GIS shows a match score suggesting the best profiles for the opportunity.

3. If you want to match the applicant, click on

4. You can also reject the application clicking on

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Post-matchOnce you match an applicant with your Opportunity, GIS generates the next steps for the applicant.

1. Timeline: Tracks the applicant experience and collect info of the travel (like flight info).

2. Quality Standards: Is a check list with all the logistics and standards for the exchange. Help you to measure the satisfaction of our customer.

3. You need to review and check all the standards before, during and after applicant’s arrival

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GIS for TMP/TLPCreate teams, invite members, assign roles, internal communication.

Create a new team1. Go to your committee.

2. Click on “Teams” tab.

3. Click on

4. Fill out all the details of your team

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Invite your members1. In the teams tab of your

committee Click on

2. If you Team Member already has an account on GIS, type his/her name and click on Invite. If not, click on invite by email instead and send the invitation.

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Add members to your team1. Click on the team leader position

and edit the position details.

2. To add a new member position beneath the team leader, move your mouse on the top-right border of the team leader position to find a + symbol.

3. Fill out the position details and click on to choose on of your the members that you previously invited

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Chat / Conversation1. To start a conversation go to

the message icon.

2. To start a new conversation click on

3. Invite the person/people you are going to talk with clicking on .

4. Write the topic and the message. Also you can attach files.

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Next Steps1. Follow this guide with your EB and make them login into the system and test ALL

the functionalities

2. Create accounts for all your members, specially team leaders, managers and directors; Make them login to the system and test it.

3. Train your functional teams on their specific function. If your function is not exchanges/TM, you are an strategic area and you should know all the processes and functions of GIS.

4. Don’t invite EPs to GIS. The apply and signup module for EPs will be released soon.

Ideas to implement GIS faster1. Use the chat to communicate with your team.

2. During LCM deliver a live training session with your members. Make them create their accounts, apply to some opportunities, etc.

3. ICX team can create Opportunities for OGX members and make them apply.

4. Be creative, make your members feel is a cool system (ideas: create an opportunity for quidditch teams, or Beyonce’s dj, etc)