MaristClubDash Tutorial

Report
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)
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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 [email protected]
Created 4/7/2014
2014 (c) Marist SGA v1.0

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