ClubDash Officer Tutorial http://sga.marist.edu/clubdash New Features of ClubDash • Replaces the old Club Management System • Faster access to common actions (Quick Action Bar) • User-friendly event evaluations • Online Allocations • Improved SGA-Club communications • Priority Point Management Created 4/7/2014 2014 (c) Marist SGA v1.0 Quick Action Bar Attendance Create Event Pending Evaluations Manage Events/Event Evaluations Created 4/7/2014 2014 (c) Marist SGA v1.0 Officers Allocations The Dashboard Change Club/Log out Sidebar Actions News & Alerts Created 4/7/2014 2014 (c) Marist SGA v1.0 Changing Active Club Click the club name in the top bar, then select which club you want to work on (this page lists all clubs you hold a position in) Created 4/7/2014 2014 (c) Marist SGA v1.0 EVENT MANAGEMENT Created 4/7/2014 2014 (c) Marist SGA v1.0 Creating An Event From Homepage: All fields are required! Created 4/7/2014 2014 (c) Marist SGA v1.0 Taking Attendance From Homepage: Select an event from the pop-up Swipe/type CWIDs Created 4/7/2014 2014 (c) Marist SGA v1.0 EVENT EVALUATIONS Created 4/7/2014 2014 (c) Marist SGA v1.0 Submitting Evaluations From Homepage: Instructions cont. on next slide Created 4/7/2014 2014 (c) Marist SGA v1.0 Submitting Evaluations Confirm details, then fill out all fields for the next two sections. Created 4/7/2014 2014 (c) Marist SGA v1.0 ONLINE ALLOCATIONS Created 4/7/2014 2014 (c) Marist SGA v1.0 Allocation Form Note: The allocation form is only available when the CFO has turned it on during allocation periods. Created 4/7/2014 2014 (c) Marist SGA v1.0 Allocation Form Fill out a new form for each event you wish to allocate Created 4/7/2014 2014 (c) Marist SGA v1.0 Allocation Form Enter funds needed for the specific request Name the item (ex: Pizza) Briefly describe request Add new line items for each item needed for the event (i.e. pizza, balloons) Created 4/7/2014 2014 (c) Marist SGA v1.0 If any income is anticipated, enter here (default is 0.00) Review Submitted Allocations Created 4/7/2014 2014 (c) Marist SGA v1.0 Review Submitted Allocations Status of allocation (whether the CFO has approved/rejected it) View line items for event Total requested funds (sum of line item amnts) Total of funds given by CFO. Will show $0.00 if pending. Created 4/7/2014 2014 (c) Marist SGA v1.0 Delete Allocation OFFICER MANAGEMENT Created 4/7/2014 2014 (c) Marist SGA v1.0 Officer Roster Click on an officer’s position to change it This page lists all officers the currently active club. You can also remove an officer by clicking on the red “X” Created 4/7/2014 2014 (c) Marist SGA v1.0 Add New Officers AT THE END OF YOUR TERM: Be sure to add newly elected officers to the system! Created 4/7/2014 Type in a student’s CWID and select a position (President, VP, Secretary, etc) to add him/her as an officer of your club 2014 (c) Marist SGA v1.0 Officer Events College Activities sends out invitations for activity fairs, officer workshops, etc. This slide explains how to RSVP to these events (LEFT): Events you have not replied to (RIGHT): Events you have sent an RSVP for Created 4/7/2014 2014 (c) Marist SGA v1.0 Officer Events (cont.) Your pending invitations are also viewable on the ClubDash homepage View pop-up of event details (location, date, etc.) Created 4/7/2014 2014 (c) Marist SGA v1.0 Questions? Comments? • Consult Help Documents/Knowledgebase • Contact sga.itc@marist.edu Created 4/7/2014 2014 (c) Marist SGA v1.0