User:MaryKate/Front Desk Training Guide

Training for the front desk
This template should be copied to a new page each time there is a new staff person or core volunteer wanting to learn the front desk.

Checklist
This can be used as a checklist for orienting front desk interns. To check off a subject that has been covered just initial it with four ~ in a row.
 * Trainers:
 * E-Beth's sig: Elizabeth 09:51, 7 August 2007 (PDT)
 * kathie Kathie 09:56, 7 August 2007 (PDT)
 * Shawn

Wiki

 * How to utilize articles under the Front Desk category.
 * Answering the phone
 * Checking the checks
 * Data Entry
 * Donation Receipt
 * Email lists
 * FAQ for phone call response
 * Free Geek FAQ
 * Front Desk
 * Handling Corporate Donations at Receiving
 * Information on how to get tech support
 * Invoicing Donors
 * Opening and closing out the till
 * Phone System Howto
 * Printing from the Front Desk
 * Processing Monetary Donations
 * Receiving Calendar
 * Regularly Scheduled Tour Guides
 * Reimbursement for mileage
 * Sick Friend Letters
 * Volunteer Cashiers Policy
 * How to edit and create wiki pages

Beyond the wiki: the rest of these tasks will be taught hands on
This is also a checklist

Phones

 * Phone functions, paging and transferring calls.
 * Checking the messages:
 * Front Desk mailbox.
 * General mailbox.
 * Q-west mailbox.

Scheduling volunteers

 * Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)
 * Adoption (group scheduling, one person per line, ect.)
 * Receiving calendar.

Recording things in the database

 * Dispersement
 * Hours
 * Recycling Systems-eval tally sheets
 * Donations
 * Contacts

Printing
-Printing from Deadtrees.

Cashing out and counting till and other tillish stuff

 * Pre-opening till count and paperwork.
 * Closing till count.
 * Searching for mistakes.
 * Credit Card machine.
 * IOUs and Reimbursements.

Email-Lists public and private

 * Staff.
 * Committee. On the wiki at Standing Staff Committees
 * Public lists: http://lists.freegeek.org/listinfo/

Website Applications
website extensions for applications such as www.freegeek.org
 * /grants.
 * /internships.
 * /wishlist.
 * /roomuse.

Documentation

 * Build Status Sheets.
 * Borrow Book.

Signing up Volunteers after tour

 * Builders.
 * Adopters.
 * Processing community service volunteers (Mult Co Court and others)

Other
It is also important to orient people with the organization and culture of Free Geek. A few ways of doing this are:
 * Introduce the new intern or volunteer to everyone and explain what it is that each staff member or core volunteer does.
 * Explain the unique structure of Free Geek including the role of council, the board, staff and committees.
 * Communication-what is the particular norm for different groups relaying information
 * Making reminder calls
 * Room use calendar,