Table of Contents
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Homepage Views According to Your Classification
Notes and Limitations:
- Refrain from using the View All link found at the bottom left of each dashboard report. Instead, select the list view from the left column to view all records.
- If there are no items on your Need Action list, your dashboard will be empty or blank.
Active (status) Mentor (classification)
Active Mentor with Workshop Presenter Classification
Workshop Presenter as Main Classification
Subject Matter Expert
Volunteer
Chair, Co-chairs, Vice Chairs, District Directors, ADDs, RVPs
Homepage Descriptions
The following links appear on the left-hand side of your homepage. Please note they will vary depending on your status, position, and classification. The information below outlines the corresponding list view in Engage for each of these links and describes what information is shown in each.
Admin List Views
Chapter Volunteer Onboarding - only available for the Volunteer Intake Coordinator position
- Recently Viewed - represents records or list views that the current user has recently viewed or referenced
- Applications - Need Action - shows applications that need action; an application will not appear in that list view until it has been 2 days old
- Applications by Status - a list view of all applications visible in the chapter's volunteer intake queue which are those where the status is not equivalent to Denied, Complete, or Accepted (Active).
- My Prospective Applications - a list view of all applications assigned to you as a VIC with the application statuses of Submitted (Prospective) and Assigned (Prospective)
- My Provisional Applications - a list view of all applications assigned to you as a VIC with the application status of Accepted (Provisional) only
Chapter Client Mentoring - only available for the Client Intake Coordinator position
- Recently Viewed - represents records or list views that the current user has recently viewed or referenced
- Client Requests - Need Action - shows all mentoring requests available in the client intake queue that are not closed and have an assignment statuses of Unassigned or Pending Reassignment
- Client Requests - Assigned/Not Counseled - a list view of all open and assigned mentoring requests in the chapter that do not have a mentoring session. This list view does not include requests with the following statuses: Withdrawn, Complete, and Unable to Contact
- Client Requests by Status - a list view of all of the chapter's mentoring requests with the assignment statuses of Unassigned, Assigned, Assigned-Pending, and Pending Reassignment
- Available Mentors & SMEs - a list view of all active Mentors and active Subject Matter Experts who are not on pause
Event Management - only available for the Event Manager position
- Events - Last 90 Days - shows all events for the chapter(s) in which the Event Manager(s) have current affiliations for the last 90 days
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Events - Upcoming - any events greater than the current day will show up in this list view
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Events - Completed - list of all completed events for the last 90 days
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Events - Need Action - list of all events that have been concluded but not yet set to completed
- Update Registrations - a list view of all event registrations visible to the Event Manager for chapter events, only unlocked/editable events are shown in this list
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Event Attendance - a list view of all event registrations for the last 90 days with the statuses: Attended, Canceled, No Show
Volunteer w/o Admin Access List Views
My Volunteer Onboarding
- Recently Viewed - represents records or list views that the current user has recently viewed or referenced
- Interviews - Need Action - shows all interviews assigned to the interviewer; interviews that appear here require an action from the interviewer to add a disposition of Accept or Reject; interviews that have been marked as Withdrawn or Rejected do not appear in this list
- My Interviews - a list view of all interviews that have ever been assigned to you as the interviewer
- Coach Applications - a list view of all open applications that are assigned to you as a coach
My Client Mentoring
- Recently Viewed - represents records or list views that the current user has recently viewed or referenced
- Client Requests - Need Action - shows all mentoring request cases with the statuses of Assigned-Pending that require your action to accept/decline as a mentor; this list view does not show mentoring request cases with the statuses of Withdrawn and Unable to Contact
- Client Requests - Not Counseled - a list view of mentoring request cases that are assigned to you as a mentor where no mentoring sessions have been added; this list view does not show mentoring request cases with the statuses of Withdrawn and Unable to Contact
- My Client Requests - a list view of all mentoring request cases that have the statuses In progress and Unable to Contact; this list does not show requests with Complete or Withdrawn statuses
- My Sessions - a list view of all sessions you've added to mentoring requests that have the statuses In progress and Unable to Contact; this list does not show sessions from mentoring requests which have been marked as Complete or Withdrawn.
My Activity
- My Co-Mentoring - this list view shows all mentoring sessions that you were added as a co-mentor
- My Team Client Requests -this list view shows all mentoring request cases that you were added as a case team member
The links outlined below appear on the right side of the home page in Engage. They are visible regardless of your position and classification in Engage.
Comments
1 comment
4/26/2023 - Added note that Need Action List blank = middle dashboard will be blank.
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