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STAFF TRAININGS
STAFF
Staff Trainings
Chelsea Addison
2023-08-31T12:52:36-05:00
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Charity Tracker Trainings
Click on the links below for the Charity Tracker Trainings.
(Length in Minutes)
Learning Your Workspace (3:14)
Searching for a Participant (1:09)
Adding a Participant (5:29)
Learning the Client’s Profile (3:39)
Entering Notes (1:36)
Adding Assitance Record (3:20)
Adding Assitance Record for Multiple Cases
at one time
(1:21)
Adding an Alert (1:14)
Create a Case Report (2:37)
Adding Volunteers & Volunteer Hours (4:54)
Adding Providers (3:03)
Capturing Strategic Planning Objectives in Charity Tracker (PowerPoint, 2022)
Additional Trainings
Click on the links below specific additional trainings.
(Length in Minutes)
Finance Training (Powerpoint)
Using the Excel Time Log Spreadsheet(2:36)
Time
and Effort Code Paylocity Training (pdf)
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