Training Plan: Programs

Training Plan: Programs

Training Plan: Programs

The information in this training plan is meant to be reviewed by your organization, and used as guidance on what should be included in your individualized training materials created for your users when learning how to use iCarol. Using the Knowledge Base articles linked below result in great success when teaching users about how iCarol works. Please sign into iCarol before clicking any of the links.
A Program is a subset of your organization's services that has its own pool of staff & volunteers, shift calendars and even call reports and caller profiles. Program Examples: Teen Helpline, Gambling Addiction Line, Drop-in Counseling, etc.

Your organization can have many different Programs, and people at your organization can belong to one or more Programs. When Programs are enabled in your system, you have the ability to do the following:
  1. Associate each Vols-Staff with just one, or multiple Programs
  2. Create a unique Shift Calendar for each Program, allowing you to assign Programs to Shifts, which automatically requires a Vols-Staff be assigned to that Program before being able to sign up for that Shift
  3. Choose call report forms to be associated with each Program, allowing you to restrict Vols-Staff to create and see Call Reports that are associated with the Programs to which they belong
  4. Associate Caller Profiles with a Program, allowing you to restrict Vols-Staff to only see Caller Profiles that are associated with the Programs to which they belong
  5. Analyze Statistics on individual Programs at your organization, or look at all Programs as a whole
  6. Always see anything in any Program, regardless of membership in Programs if you are an Admin or Supervisor

Knowledge Base Articles
  1. What is a Program
  2. How to Assign Users to Program(s)
  3. How to Assign Shifts to Program(s)
  4. How to Restrict Vols-Staff Users from creating and seeing call reports not associated to their program.
  5. Assign Caller Profiles to a Program
  6. Training Webinar: Program Restriction Feature

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