TAX-AIDE Introduction to the Portal Training Chapter 2

Confidential & Proprietary AARP Foundation Tax-Aide Contents Covered Today you will learn… About technology requirements for the Portal How to log out About the homepage About field types in the new Volunteer Portal 2

Confidential & Proprietary AARP Foundation Tax-Aide Technology Requirement The following browsers are supported in the new Volunteer Portal. No other, lower level, browsers are supported. Chrome (recommended) IE Version 11 or higher Firefox Safari Pop-Up Blockers must be turned OFF Tax-Aide is not supporting Tablet users at this time Page 3

Confidential & Proprietary AARP Foundation Tax-Aide Login Portal Account Page 4 This process is still in development and an announcement, with specific process steps, will be made when the procedure is available.

Confidential & Proprietary AARP Foundation Tax-Aide Log Out of the Portal 5 Use only these two items. DO NOT USE

Confidential & Proprietary AARP Foundation Tax-Aide Homepage : Volunteer Leader Page 6

Confidential & Proprietary AARP Foundation Tax-Aide Sidebar Page 7

Confidential & Proprietary AARP Foundation Tax-Aide Dashboard : Volunteer Leader Page 8

Confidential & Proprietary AARP Foundation Tax-Aide Reports : Volunteer Leader Page 9

Confidential & Proprietary AARP Foundation Tax-Aide Unused Tabs : Volunteer Leader Page 10

Confidential & Proprietary AARP Foundation Tax-Aide Programs: Volunteer Leader Page 11

Confidential & Proprietary AARP Foundation Tax-Aide Positions: Volunteer Leader Page 12

Confidential & Proprietary AARP Foundation Tax-Aide Contacts: Volunteer Leader Page 13

Confidential & Proprietary AARP Foundation Tax-Aide Locations: Volunteer Leader Page 14

Confidential & Proprietary AARP Foundation Tax-Aide Orders: Volunteer Leader Page 15

Confidential & Proprietary AARP Foundation Tax-Aide Homepage : Volunteer Page 16

Confidential & Proprietary AARP Foundation Tax-Aide Program Selection : Volunteer Page 17

Confidential & Proprietary AARP Foundation Tax-Aide Required Fields Page 18

Confidential & Proprietary AARP Foundation Tax-Aide Global Search Page 19

Confidential & Proprietary AARP Foundation Tax-Aide Lookup To enter data into the Lookup field: 1.Click the Lookup icon (magnifying glass) next to the field 2.Enter the appropriate data into the Search box 3.Click Go 20

Confidential & Proprietary AARP Foundation Tax-Aide Lookup (Cont’d) 4.From the Search Results, click the option that matches the data desired 5.The data you selected is now entered into the field 6.Click Save 21

Confidential & Proprietary AARP Foundation Tax-Aide Multi-Select Picklist Multi-select picklists contain several items. Some or all can be chosen to include in a record 1.To select an item, move it from the Available field to the Chosen field using the right arrow 2.To remove an item, move it from the Chosen field to the Available field using the left arrow 22

Confidential & Proprietary AARP Foundation Tax-Aide Multi-Select Picklist (Cont’d) 23 3.Click Save 4.The item you selected is now associated to the record

Confidential & Proprietary AARP Foundation Tax-Aide Picklist 1.Click the arrow in a Picklist field to select an item 2.Click an item to select it 3.Click Save 24

Confidential & Proprietary AARP Foundation Tax-Aide Picklist (Cont’d) 4.The item you selected is now associated to the record 25

Confidential & Proprietary AARP Foundation Tax-Aide Text Box 1.Enter data in a Text field 2.Click Save 26

Confidential & Proprietary AARP Foundation Tax-Aide Help by Hover 1.Hover over the question mark 2.Text box will appear 27

Confidential & Proprietary AARP Foundation Tax-Aide Demo Log Off Tabs Sidebar Global Search Required Fields Field Types – Look Up – Multi Select Pick List – Pick List – Text Box – Hover Page 28