vTools Training – SFBAC 24 Jan 2015 Marguerite Gargiula Information Management Project Manager (732) 562-6350 m.gargiula@ieee.org 11/7/2018

vTools – Agenda vTools Main web site http://vtools.ieee.org vTools Meetings - http://meetings.vtools.ieee.org vTools Officer Reporting – http://officers.vtools.ieee.org vTools Voting – http://voting.vtools.ieee.org vTools eNotice – http://enotice.vtools.ieee.org Questions ? Contact – vtools@ieee.org 11/7/2018

vTools – Overview Main Web Page - http://vtools.ieee.org 11/7/2018

vTools – Overview / Products 11/7/2018

vTools – Overview / Tutorials Available as PDF PPT Blog posts 11/7/2018

vTools – Overview / Blog Release News System upgrades 11/7/2018

vTools – Meetings Meetings - http://meetings.vtools.ieee.org 11/7/2018

Schedule Meetings Schedule Meeting form 11/7/2018

Find Meetings Existing meetings Filter results Options Show Edit Delete 11/7/2018

Meeting Announcement Meeting url: Speaker Info Maps 11/7/2018

Create a meeting with registration Set the start and end date/times for registration: Registration link is available in meeting announcement: 11/7/2018

Registration with payment Payment functionality (creating a meeting with admission fees) 11/7/2018

Registration with payment - cont’d Meeting announcement indicates admission fee applies: 11/7/2018

Registration form Registration confirmation 11/7/2018

Create from existing Published view – scroll to bottom to select: 11/7/2018

Create from existing - cont’d Using an existing meeting as a template, you can create a new meeting. Meeting form is open in edit All information is copied to new meeting 11/7/2018

Meeting Statistics Detailed registration information Sign In sheet Meeting Attendance : Detailed registration information Sign In sheet Print name tags / meal tickets 11/7/2018

Meeting (L31) Reports Meeting Reports 11/7/2018

Meeting (L31) Reports -continued 11/7/2018

Meeting (L31) Reports – continued Create Meeting Report (for meeting not in system) 11/7/2018

Meeting (L31) Reports - continued Meeting Report view 11/7/2018

Meeting (L31) Reports - continued Create meeting report using existing meeting report View published meeting report and select ‘Create/Edit L31 Report’ option: Meeting Report form opens in edit All information is copied to new meeting report Add attendance count(s) 11/7/2018

Meeting (L31) Reports - continued Create meeting report using an existing meeting notice as input. View published meeting report and select ‘Create/Edit L31 Report’ option: Meeting Report form opens in edit All information is copied to new meeting report Add attendance count(s) 11/7/2018

Meeting (L31) Reports - continued Meeting Report Submitted email 11/7/2018

Feeds of meetings to websites Format : RSS / HTML / XML 11/7/2018

Voting Voting http://voting.vtools.ieee.org Admin page 11/7/2018

Voting - continued 11/7/2018

Voting - continued Fill out ballot Candidate details: Auto-load voter list 11/7/2018

Voting - continued Manage election process Email voters of the ballot View election status details 11/7/2018

Voting - continued Manage election process - continued Ballot results: Vote distribution: 11/7/2018

Officer Reporting Officer Reporting – http://officers.vtools.ieee.org 11/7/2018

Officer Report - continued Add Officer Supply start date: Confirm Changes 11/7/2018

Officer Report - continued End Term Supply end date: Confirm Changes: 11/7/2018

Officer Report - continued View Logs Officer Report email 11/7/2018

eNotice eNotice – http://enotice.vtools.ieee.org 11/7/2018

eNotice - continued Add eNotice Compose content Filters and settings 11/7/2018

eNotice - continued Feeds – include eNotices in your website 11/7/2018

11/7/2018