Volunteer Intake Howto - Revision history

Mkille at 20:47, 17 May 2013

2013-05-17T20:47:29Z

Elizabeth: /* Intake for everyone else */ updated

2007-05-04T23:47:27Z

Intake for everyone else: updated

Elizabeth: /* Contact Manager entry */ updates from database change

2007-05-04T23:44:27Z

Contact Manager entry: updates from database change

Elizabeth: /* Open the Database to the Contact Manager */

2007-05-04T23:41:06Z

Open the Database to the Contact Manager

Elizabeth: /* Contact Manager entry */

2007-05-04T23:14:47Z

Contact Manager entry

Shawn: who to go to

2006-11-10T02:58:17Z

who to go to

Shawn: /* before contact entry */ new packet

2006-04-21T23:55:22Z

before contact entry: new packet

Halfasspete: concisifying

2006-01-17T18:19:25Z

concisifying

Halfasspete: /* After contact entry */

2006-01-14T00:02:34Z

After contact entry

Halfasspete: /* Intake for everyone else */

2006-01-14T00:01:22Z

Intake for everyone else

← Older revision		Revision as of 20:47, 17 May 2013
Line 1:		Line 1:
		+	{{cleanup}}
		+
	== Overview ==		== Overview ==

@@ Line 118: / Line 118: @@
 * Coding or network administration: Richard or Martin
 * Teaching classes: Michael, Liane, or Martin
-* Server-class machines: Nathan
+* Server-class machines: Cliff
-* Printers: Nathan
+* Printers: Forrest
 * Writing grants (to get money for Free Geek): Ali
-* Fulfilling Hardware Grants (to help non-profits): Dave, Martin, or Richard
+* Fulfilling Hardware Grants (to help non-profits): Dave, Martin,Richard or Elizabeth
 * Internships in general: Shawn
 * Unsure: Shawn
 [[Category:Howto]]

@@ Line 62: / Line 62: @@
 The following fields are essential.
-* '''checkbox''': Adopters: '''Adopt'''; Builders: '''Build''' and '''Volunteer'''
+* '''checkbox''': Adopters: '''Adopt''' and '''Volunteer'''; Builders: '''Build''' and '''Volunteer''' Grants '''Organization'''
 * '''First name, last name'''
 * '''ZIP code''' (used to estimate demographic info for grants)
 * '''Phone number'''
 * '''Emergency contact''' in the notes field
-* For '''Builders''': note their new ID number on their builder status sheet.
+* For '''Builders''': note their new ID number on their builder status sheet and initial that they are in the database.
 * Press '''Save record'''. Hooray!
 * Ask for additional questions.

@@ Line 45: / Line 45: @@
 * Open a browser (Firefox, Konqueror) to http://data (This page will open automatically if you first log on to the computer with no user name.)
-* Click '''Front Desk''' along the top bar
+* Click '''Contacts''' along the right side bar
-* Click '''Volunteers''' on left side of the screen
+* Click the '''Search''' box and then the '''Create a new contact''' box after it appears.
 === Haven't we met somewhere before? ===

@@ Line 62: / Line 62: @@
 The following fields are essential.
-* '''checkbox''': Adopters: '''Adopt'''; Builders: '''Build'''; Other: '''Volunteer'''
+* '''checkbox''': Adopters: '''Adopt'''; Builders: '''Build''' and '''Volunteer'''
 * '''First name, last name'''
 * '''ZIP code''' (used to estimate demographic info for grants)

@@ Line 91: / Line 91: @@
 * Explain the build packet, noting:
 ** Each step of the build program
-** The last page:
+**Where documentation lives (packet, wiki)
-***Where documentation lives (packet, wiki)
+**Build '''email list'''
-***Build '''email list'''
+**'''Schedules''' for: Card/Mobo Sorting, Eval, Command Line class, Build workshop
 *Encourage them to read the rest on their own time. There's lots of cool info in there! Also, be sure to solicit questions.

@@ Line 32: / Line 32: @@
 Now, you're ready for intake.
-*First give paperwork to Builders, and give them a quick rundown (see below.) (That way, they can read it while you do contact manager entry for the Adopters. Be sure to finish up with Builders after doing data entry.)
+*First give paperwork (and a quick rundown) to Builders (see below.) That way, they can read it while you do contact manager entry for Adopters. Come back to Builders after doing data entry.
-*If you're doing this alone, the best order for contact entry is: Adoption, Build, Unknown. Tell Build volunteers they'll need to wait a little while, suggest they look over their Build packets, and start entering Adopters.
+*If it's just you, the best order for contact entry is: Adoption, Build, Other. Tell Builders to look over their packets, and start entering Adopters.
-*If you have a big group, or are new to doing intake, see if the Front Desk person (or somebody else) is available to help with contact entry. Let them handle the Adopters, and start right in with the Builders.
+*If you have a big group, or are new to doing intake, see if the Front Desk person (or somebody else) is available to help with contact entry for Adopters.
 == Database ==
-''NOTE: For a big group, ask if the Front Desk person is able to intake the Adopters. If so, you can enter data for Builders while they do Adopters. Also depending on the size of the group, you may do entry at the Front Desk, or bring them to the classroom and help them enter their own data.''
+''NOTE: For a big group, ask if the Front Desk person is able to help. If so, you can enter data for Builders while they do Adopters. You may do entry at the Front Desk, or bring them to the classroom and help them enter their own data.''
 === Open the Database to the Contact Manager ===
-* Open a browser (Firefox, Konqueror) to http://data
+* Open a browser (Firefox, Konqueror) to http://data (This page will open automatically if you first log on to the computer with no user name.)
 * Click '''Front Desk''' along the top bar
 * Click '''Volunteers''' on left side of the screen
@@ Line 61: / Line 60: @@
 === Contact Manager entry ===
-The following fields are the most important.
+The following fields are essential.
 * '''checkbox''': Adopters: '''Adopt'''; Builders: '''Build'''; Other: '''Volunteer'''
@@ Line 70: / Line 69: @@
 * For '''Builders''': note their new ID number on their builder status sheet.
 * Press '''Save record'''. Hooray!
-* Ask for additional questions. Thank people for their interest if they're leaving. Read on below (signing volunteers up for first shift, etc.)
+* Ask for additional questions.
 == Adoption intake ==
 * Give them an [http://web.freegeek.org/deadtrees/adoptionpacket.ps adoption packet] before they leave. (should be at front desk.)
-* Explain they'll likely need to take the [[FreekBox Adoption Class]] before receiving their computer.
+* Explain they'll likely want/need to take the [[FreekBox Adoption Class]] before receiving their computer.
-* Tell them to get their hours recorded at front desk after each shift.
+* Explain that '''hours must be recorded''' at front desk after each shift.
-* Sign them up for their first shift! There's a clipboard at the front desk for this.
+* Sign them up for their '''first shift!''' Clipboard at the front desk.
 * Thank them for their interest in Free Geek as they leave.
 == Build intake ==
-:There's a lot to build intake, and there are many ways to proceed. Below is what must be covered. Feel free to add to it or change the order, but please be sure to cover it all.
+:There's a lot to build intake. Below is what must be covered. You can do more or change the order, but please be sure to cover it all.
 :Please emphasize to Builders how much of a time commitment is involved. We estimate 60-100 hours of volunteer time to work through the program and build 6 computers. They should also be prepared to '''come in frequently'''. (People forget details easily if they don't come in every week or so.)
@@ Line 88: / Line 88: @@
 === before contact entry ===
-* Give each person a builder status sheet and build packet. (In the green folder at the front desk.)
+* Give out builder '''status sheets''' and build '''packets'''. (In the green folder at the front desk.)
 * Explain the build packet, noting:
-** Step by step, flow of the build curriculum
+** Each step of the build program
 ** The last page:
-***Where documentation lives
+***Where documentation lives (packet, wiki)
-***Build email list
+***Build '''email list'''
-***Build workshop times (Card/Mobo Sorting, Eval, Command Line class have their own schedule.)
+***'''Schedules''' for: Card/Mobo Sorting, Eval, Command Line class, Build workshop
 *Encourage them to read the rest on their own time. There's lots of cool info in there! Also, be sure to solicit questions.
-*'''Now is a good time to BREAK and do data entry for all new volunteers, while Builders look over their packets.''' Be sure to come back to this section after entering everyone's data.
+*'''BREAK''' Enter contact info for all new volunteers, while Builders look over packets. Come back to this section after contact entry.
 === After contact entry ===
-* Ask if anyone has hardware or Linux command line knowledge. If anyone does, they may be able to test out of card and motherboard sorting and/or the command line class. If you have time, take them to the card and mobo sorting room for a short knowledge assessment. Guidelines are on the [[Testing Out]] wiki page.
+* '''Testing Out:''' those with hardware or Linux command line knowledge may be able to test out of card and motherboard sorting and/or the command line class. If you have time, take them to the card and mobo sorting room for a short knowledge assessment. Guidelines are on the [[Testing Out]] wiki page.
-* Fill out the rest of the '''Builder status sheet''' (or have them do it.) If they tested out of anything, sign them out.
+* Fill out '''Builder status sheet''' (or have them do it.) If they tested out of anything, sign them out.
-* Have them '''file''' their builder status sheet in the book at the front, and explain that they need to have someone '''sign them off''' on each step.
+* Have them '''file''' builder status sheets in the book, and explain that they need to have someone '''sign them off''' on each step.
-* Sign them up for their '''first shift''' (card/mobo sorting, or Eval 1 if they tested out) and/or '''command line class''' on the clipboard.
+* Sign them up for their '''first shift''' (card/mobo sorting, or Eval 1 if they tested out) and/or command line class on the clipboard.
 * Sign them up for Build email list (or they can do this later; instructions in Build packet.)
-* In the midst of all this intake, you may notice that some people who are interested in the Build Program may not have quite the level of technical knowledge necessary. Can they use a keyboard and mouse? Are they relatively familiar with the browser fields and buttons? We encourage everyone to join the Build Program regardless of their computer experience, but sometimes it may be beneficial for a volunteer to work their way through the Adoption Program, receive a FreekBox, and practice using it a little before starting Build. If this is the case with someone, please pull them aside and tell them kindly.
+* In the midst of all this intake, you may notice that some people who are interested in the Build Program may not have quite the level of technical knowledge necessary. Can they use a keyboard and mouse? Are they relatively familiar with the browser fields and buttons? Sometimes it may be beneficial for a volunteer to work their way through the Adoption Program, receive a FreekBox, and practice using it a little before starting Build. If necessary, please pull a volunteer aside and tell them kindly.
 * Any more questions?
@@ Line 116: / Line 116: @@
 == Intake for everyone else ==
-Ask them what they're interested in doing, and have them talk to the proper person. Bring the volunteer to that person, or give them good instructions how and when to contect them. (The staff schedule on the web page, http://freegeek.org/staffsched is a good resource.) Thank the volunteer for coming!
+Ask them what they're interested in doing, and have them talk to the proper person. Bring the volunteer to that person, or give them good instructions how and when to contect them. (The staff schedule on the web page, http://web.freegeek.org/staffsched is a good resource.) Thank the volunteer for coming!
 * Coding or network administration: Richard or Martin
 * Teaching classes: Michael, Liane, or Martin
@@ Line 122: / Line 122: @@
 * Printers: Guy
 * Writing grants (to get money for Free Geek): Oso
-* Dispersing Hardware Grants (to help non-profits): Dave, Martin, or Richard
+* Fulfilling Hardware Grants (to help non-profits): Dave, Martin, or Richard
 * Internships in general: Shawn
 * Unsure: Shawn
 [[Category:Howto]]