Support Visit Log September 2014

Each Scouter receives the personal face-to- face support required for him/her to thrive and deliver consistently high quality programs. In-Person Support Goal In-Person Support Outcome: Every section and group receives three support visits annually

This tool will assist with our Volunteer Support Strategy by logging support visits to Groups/Sections and to monitor tasks. Keeping your Support Visits logged in one location will be a great Support Team collaboration & strategic planning tool. Support Visit Log = SVL What is the Support Visit Log?

If In-Person Support is a goal, then we need to measure how we are doing. We can identify “holes” in support. Which groups are not receiving support visits? When was the last time that a group received a visit? This log helps us work as a team, to easily communicate issues and concerns observed by support scouters. Why Log Support Visits?

The SVL is designed for Support Scouters who complete Group/Section Support Visits Council Key3 Area Key3 Deputy Commissioners doing Group Visits Area/Council Support Scouters Who is the SVL for?

If you do not have a scouts.ca account and have a role pertaining to the use of the SVL, please contact your ASM or Council or Help Centre First time logging into Office365 with your scouts.ca account? Getting a Scouts.ca Account Check out the “First Time Login” document on VSTK

Accessing the Support Visit Log Option 2: Access SVL through the Volunteer Support Tool Kit Option 1: Access SVL through this url Please Note: You will need to complete a login step before accessing SVL

Quick access to SVL through browser favourites or following the site Saving the Link Followed sites can be found under Office365 “Sites” tab

This tool does not have viewing restrictions like MyScouts. With this in mind, please live the Scout Law and do not edit Support Visit logs you are not responsible for. Keep in mind the information you are putting in your log could be viewed by others. **Very Important** Confidential Information

Logging a Support Visit Step 1: Create a “new item” Step 2: Fill in the form and click “save”

Verifying Names Write in a name & “check” Or browse the directory Please note: In order for the system to verify a Support Scouter’s name, they have to have a scouts.ca account. To browse, enter a person’s name in the search field

Action Items + Tasks 1 of 2 Please note: In order to action a task to a Support Scouter and for the system to verify their name, they have to have a scouts.ca account Step 2: Assign the task to yourself or a fellow Support Scouter Step 1: Create a specific task (think SMART Goals)

Action Items + Tasks 2 of 2 Step 2: The action item will automatically appear in the assignee's “Tasks” in Office365 Outlook. Monitor tasks & due dates.

Syncing your Office365 & Outlook Tasks Step 1: In your Office365 Tasks, click on “Tasks” Step 2: Click “Sync to Outlook” to have all your tasks managed in one location Please note: This is only an optional step to help you manage your tasks if you already use Outlook Tasks.

Completing an Action Item 1 of 2 Step 1: In your Office 365 or Outlook Tasks, check off that you have completed your SVL Follow-Up Action Item

Completing an Action Item 2 of 2 Step 1: Provide details about the action taken Step 3: Save the edited log entry Please note: For instructions on how to review and edit a log entry, please see the next slide “Reviewing and Editing”. Step 2: Change the Status of the Action Item

Reviewing and Editing Step 1: Click on the log name Step 2: The details of the log will appear Step 3: Click “edit item” button Please note: Edit logs that only you are responsible for or when task is completed Step 4: Editing is like creating a log –saving, name verification, etc.

Different Views 1 of 2 Option 1: If you want to view visits by Council/Area/Group there is a special view

Different Views 2 of 2 Option 2+: Check out all the other helpful views on the main page of the SVL. Click the “…” to get more view options

We will conduct a review of the success of the Support Visit Log in December 2014! Users’ experiences and comments will be taken into consideration. Share your ideas on the Knowledge BaseKnowledge Base What is Next for the SVL?

Please contact your ASM or Council for general support in using the SVL or for questions about completing Support Visits. Contact Linda Rainbow for further inquiries Questions?