From the eyes of an Administrator A general overview of e-CFunds Administrative Site, including navigation and exploring the features of this powerful tool. 101: e-CFund Overview

2 e-CFunds Administrative Site The administrative site of e-CFund is where your organizations staff will configure e-CFund for use by agencies and volunteers, track and manage data, and generate reports. The administrative site is accessed through the internet – Different people in your organization may have access to different information on the Administrative Site based on the permissions granted to their user account. To access the administrative site you must have an administrative user account.

3 Navigating the Admin Site: The Navigation Tree The primary menu of e-CFunds Administrative Site is a Navigation Tree divided into major sections where your work will focus. Depending on your administrative permissions you will see all or just a sub-set of these sections. The major sections of the Navigation Tree can be expanded to view their sub- sections. The major navigation sections are: –Organizations –Collaborators –Profile Management –Impact Agenda –Impact Areas –Investments –Website Tools –Reporting –Users / Roles

4 Navigating the Admin Site: Through the Pages While the Navigation Tree is used to access major and sub-sections of the Administrative Site, detail is accessed through lists, tabs, and pages. Lists –Searching –Paging –Double Click for quick access Tabs / Pages –Logical separators of content Common links / Icons –Save / Update –Cancel / Return –Add a new Item –View Selected Item –Delete Selected Item Easy Support Contact –Create an to support directly from the Admin Site.

5 Exploring the Admin Site - Organizations Your Organization Profile contains basic information about your organization. In addition to your organization's basic profile information you are able to maintain your organization's address, phone and address information. Information contained in the organizations profile is also used for: -Default from address for system generated s -Staff Liaisons

6 Exploring the Admin Site - Collaborators Share the system with other funders in your community, promoting your organization as the community impact leader. e-CFund is designed for configuration of separate investment processes for collaborating entities. Other funders in your community may be granted administrative access to their own subsets of data including: -Agencies, programs, and volunteers -Investments and investment reporting processes -Events -Content areas including news items and resource center items.

7 Exploring the Admin Site - What are Groups Profile Management What are Groups –Agency –Volunteer –Set up a Group What are Profiles? –Agencies –Programs –Volunteers How can they be used to streamline my work?

8 Exploring the Admin Site - What are Groups Profile Management e-CFund provides the ability to community with pre-defined groups of agencies and volunteers through , news items published to the agency or volunteer website, documents posted to the resource center, meeting / event management, and site visit management. –Agency –Volunteer

9 Exploring the Admin Site - What are Profiles Profile Management A Profile is an element of your e-CFund database that contains current and historical information for an Agency, a Program (which belongs to an agency) or a Volunteer. A profile will house current and former names, organizational specific account codes, multiple address, phone and types, contact information, investment alignments, statements and comments. –Agency –Program –Volunteer

10 Exploring the Admin Site - Community Impact Agenda / Impact Areas Impact Agenda –Geographic Areas –Research –Stakeholders –Factors Impact Area –Your Focus Areas / Impact Areas –Able to track action indicators, visions, and more Align Program Logic Models to your Community Impact Agenda e-CFunds Community Impact Agenda provides the means for your organization to track and manage your communitys needs, measure the community results and report community progress.

11 Exploring the Admin Site - Investments e-CFund is designed to manage multiple investment processes, enabling your organization to implement online application and report submission, evaluation, and allocations for community partners, special grants and initiatives. Program Application and Reporting Process Program Logic Models Administer Process Evaluation Process Question and Answer Process Allocation Worksheets

12 Exploring the Admin Site - Communication e-CFund provides the ability to community with pre-defined groups of agencies and volunteers through , news items published to the agency or volunteer website, documents posted to the resource center, meeting / event management, and site visit management. News Items Resource Center Branding Agency and Program Site Visits Meetings and Events

13 Exploring the Admin Site - Reports / Exports Reports Data available through the reports section is based on defined features of the system; profile and group data, form submission status, allocations, and site visits. Exports Data available through the exports section is based on data gathered on forms in the investment process. Sharing (Association) Both reports and exports may be enabled and shared with other Administrative Users, Agency users, and Volunteer users.

14 Exploring the Admin Site - Advanced Features e-CFund enables each organization to configure settings that follow their processes. Configuration of these features are contained within Website Tools. Configure Type Codes Conflict of Interest Statement and Volunteer Agreement Agency and Volunteer Website Settings Agency and Program Custom Classifications Volunteer Demographics Agency, Program and Volunteer Self-Registration Process User / Role Permissions Forms Builder Program Logic Model Settings

15 Thank You! You may also be interested in: 102: From the eyes of the Agency 103: From the eyes of the Volunteer