How To Documents

Documents for administrators to help guide through specific tasks or workflows.

Tipsheet - Running The Numbers
Tracking and reporting on activity in your Online Contact Center database and site is an important function. The numbers help you to understand where (...
Mon, 18 Jul, 2016 at 4:52 PM
How To Manage Volunteer Rollover Screening
Many school districts have a policy that requires their active volunteers to be re-screened or background checked at least once every 12, 24 or 3...
Tue, 9 Aug, 2016 at 7:18 PM
How To Resend Bounced Email
When you send a notice or newsletter and get a ‘soft bounce’ from the recipient’s ISP you can resend the message to just those recipients. Soft bounces are...
Mon, 8 Aug, 2016 at 4:38 PM
How to Add a User profile into the Volunteer System
You have found a profile that is in the User Module, but not in the Volunteer Module.  Here's how you would ADD the user to the volunteer list: ...
Wed, 10 Aug, 2016 at 10:48 PM
How to Manage your Volunteer System as a Volunteer Coordinator
This is a How To Guidebook giving an overview with instructions of managing your volunteer system as a Volunteer Coordinator. The Guidebook is ...
Wed, 10 Aug, 2016 at 11:13 PM
How to Manage your Visitors
This is a Guide book giving an overview and instructions for managing visitors in your EZVolunteer system.
Fri, 18 Nov, 2016 at 12:48 PM
How to Manage Duplicate Records
Here is a How to Manage Duplicate Records Guide.   This includes duplicates with a Pending Status from Real-Time Screening as well as other duplicat...
Sat, 3 Sep, 2016 at 1:09 AM
Student Community Service Program Tracking in the Volunteer System
Using EZVolunteer To Track Student Volunteers Does your district have a community service requirement for graduation, or a program or club that enc...
Fri, 14 Oct, 2016 at 3:13 PM
How To Setup Social Media Integration
If you publish notices or newsletters, or you use the Event calendar or Files module in your community portal interface, you have the option to also post...
Thu, 3 Nov, 2016 at 11:32 AM
EZPartner Staff Guidebook
This document is a help guide for school staff who are responsible for entering and tracking resource requests, working with their school partners in meet...
Thu, 10 Nov, 2016 at 3:04 PM