Difference between revisions of "Template:Training Guide for Front Desk Internship"

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(→‎Phones: nori is trained on checking messages)
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:*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
 
:*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
 
:*Adoption (group scheduling, one person per line, ect.) Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
 
:*Adoption (group scheduling, one person per line, ect.) Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
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:*Receiving calendar
  
 
===Recording things in the database===
 
===Recording things in the database===
 
:*Dispersements
 
:*Dispersements
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:*
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:*Volunteer Hours
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(explain two hr for one hour worked jobs like monitor testing and cleaning)
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:*Donations
  
  
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:*Closing till count.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
 
:*Closing till count.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
 
:*Searching for mistakes.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
 
:*Searching for mistakes.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
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:*Credit Card machine
  
 
===Email===
 
===Email===
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* Processing community service volunteers (Mult Co Court and others).
 
* Processing community service volunteers (Mult Co Court and others).
 
* Making reminder calls
 
* Making reminder calls
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* Room use calandar, grant application and wishlist
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* Room use calendar, grant application and wishlist
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;Here are a few steps to take to orient new front desk interns
 
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* E-mail, RT, Application server accounts set up- contact a [[ASS]]
 
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* Wiki account, receiving calendar and other FD related wiki stuff-
 
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* RT account and training
 
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* Answering phone using FAQ-print out copy for people to take home
 
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* Processing donations: invoicing and processing credit cards
 
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* Phone functions, paging, transferring, checking messages
 
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* Scheduling volunteers, explain build issues,two hr for one jobs like monitor testing and cleaning.
 
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* Printing from Deadtrees
 
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* Cashing Out and Counting Till
 
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* E-mail account, donations, different e-mail addresses like Jeff and Nathan, what issues go to which committees.
 
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* FAQ- tech support, staff schedule, the store.
 

Revision as of 14:43, 9 August 2007

Training for the front desk

This is the beginning stages of creating a training manuel for 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 intitial 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)

Wiki

  • How to utilize articles under the Front Desk category.
  • Answering the phone Dana 13:50, 7 August 2007 (PDT)
  • Checking the checks Dana 13:50, 7 August 2007 (PDT)
  • Data Entry Dana 16:06, 7 August 2007 (PDT)
  • Donation Receipt Dana 16:08, 7 August 2007 (PDT)
  • Email lists Dana 16:08, 7 August 2007 (PDT)
  • FAQ for phone call response Dana 16:08, 7 August 2007 (PDT)
  • Free Geek FAQ Dana 16:17, 7 August 2007 (PDT)
  • Front Desk Dana 16:17, 7 August 2007 (PDT)
  • Handling Corporate Donations at Receiving Dana 16:20, 7 August 2007 (PDT)
  • Information on how to get tech support Dana 16:20, 7 August 2007 (PDT)
  • Invoicing Donors Dana 16:20, 7 August 2007 (PDT)
  • Phone System Howto Dana 16:24, 7 August 2007 (PDT)
  • Printing from the Front Desk Dana 16:24, 7 August 2007 (PDT)
  • Processing Monetary Donations Dana 14:34, 8 August 2007 (PDT)
  • Receiving Calendar Dana 14:34, 8 August 2007 (PDT)
  • Regularly Scheduled Tour Guides Dana 14:34, 8 August 2007 (PDT)
  • Reimbursement for mileage Dana 14:37, 8 August 2007 (PDT)
  • Sick Friend Letters Dana 14:37, 8 August 2007 (PDT)
  • Volunteer Cashiers Policy Dana 14:37, 8 August 2007 (PDT)
  • 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 fuctions, paging and transferring calls.
  • Checking the messages:DanaSelamF 15:25, 7 August 2007 (PDT)
  • Front Desk mailbox.DanaSelamF 15:25, 7 August 2007 (PDT)NoriElizabeth 14:09, 9 August 2007 (PDT)
  • General mailbox.DanaSelamF 15:25, 7 August 2007 (PDT)NoriElizabeth 14:09, 9 August 2007 (PDT)
  • Q-west mailbox.DanaSelamF 15:25, 7 August 2007 (PDT)NoriElizabeth 14:09, 9 August 2007 (PDT)

Scheduling volunteers

  • Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)DanaElizabeth 11:55, 7 August 2007 (PDT)
  • Adoption (group scheduling, one person per line, ect.) DanaElizabeth 11:55, 7 August 2007 (PDT)
  • Receiving calendar

Recording things in the database

  • Dispersements
  • Volunteer Hours

(explain two hr for one hour worked jobs like monitor testing and cleaning)

  • Donations


Printing

-Printing from Deadtrees.DanaSelamF 15:25, 7 August 2007 (PDT)NoriElizabeth 12:00, 8 August 2007 (PDT)

Cashing out and counting till

  • Pre-opening till count and paperwork. DanaElizabeth 12:07, 7 August 2007 (PDT)
  • Closing till count.DanaSelamF 15:26, 7 August 2007 (PDT)
  • Searching for mistakes.DanaSelamF 15:26, 7 August 2007 (PDT)
  • Credit Card machine

Email

Documentation

  • Build Status Sheets.DanaSelamF 15:26, 7 August 2007 (PDT)
  • Borrow Book.DanaSelamF 15:26, 7 August 2007 (PDT)

Signing up Volunteers after tour

  • Builders.DanaSelamF 15:27, 7 August 2007 (PDT)
  • Adopters. Dana-Kathie 8/7/07DanaSelamF 15:27, 7 August 2007 (PDT)

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
  • Processing community service volunteers (Mult Co Court and others).
  • Making reminder calls
  • Room use calendar, grant application and wishlist
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