1. San Francisco Bay Area Council Officer Training vTools Overview
January 27, 2018
Taylor Winship
Santa Clara Valley Section Secretary

2. Returning / New Officers
Agenda: Sessions 1 and 2
10:00 – 10:30
vTools (part 1): Access, Voting, and Officer Reporting
10:30 – 11:00
vTools (part 2): Event Creation and L31 Reporting
SAMIEEE Basics
January 23, 2018
T Winship, SCV Section Secretary
Page 2 of 8

3. T Winship, 2017-18 SCV Section Secretary
IEEE vTools
vTools Overview
vTools Voting
vTools Officer Reporting
IEEE Event Finder
vTools Events (Meetings)
SAMIEEE
The “v” in vTools is for volunteer. These are a set of applications developed for us, the volunteers of IEEE.
You can see from this menu that there are quite a few vTools. We’ll only cover a few of them today.
We go over Voting, Officer Reporting, Events Reporting, IEEE Events Finder, and SAMIEEE.
January 23, 2018
T Winship, SCV Section Secretary
Page 3 of 8

4. T Winship, 2017-18 SCV Section Secretary
Home page:
vtools.ieee.org
Quick Links
The “v” in vTools is for volunteer. These are a set of applications developed for us, the volunteers of IEEE.
You can see from this menu that there are quite a few vTools. We’ll only cover a few of them today.
We go over Voting, Officer Reporting, Events Reporting, IEEE Events Finder, and SAMIEEE.
January 23, 2018
T Winship, SCV Section Secretary
Page 4 of 8

5. T Winship, 2017-18 SCV Section Secretary
vTools Tutorials
TUTORIALS
On the vTools webpage, you’ll see information about tutorials. I’ve found these tutorials to be very good and can recommend that you use them to learn to use the vTools you need.
January 23, 2018
T Winship, SCV Section Secretary
Page 5 of 8

6. T Winship, 2017-18 SCV Section Secretary
vTools Tutorials
vTools Events
On the vTools webpage, you’ll see information about tutorials. I’ve found these tutorials to be very good and can recommend that you use them to learn to use the vTools you need.
January 23, 2018
T Winship, SCV Section Secretary
Page 6 of 8

7. vTools Access Requirements
Active IEEE Active Soc or In Section (or Officer
Member AG Member Cont Section Flag =Y) Role
View Events in vTools
View Events in Event Finder
Create Events
L31 Reports
Vote in “Voting”
Use SAMIEEE
no restrictions
no restrictions
Access to vTools varies by application. Where verification (sign-in) is needed, it is usually based on your geographical location (e.g., Section, Region), and then on whether the person is an officer of an OU.
Anyone can view vTools Events. Only IEEE members can create, search for, and view L31 reports.
January 23, 2018
T Winship, SCV Section Secretary
Page 7 of 8

8. vTool Overview – Summary
vTools were created BY IEEE volunteers FOR IEEE volunteers
The vTools tutorials are helpful (see Home Page)
Access varies from tool to tool
Why use it?
- Organizational Units (OUs) are required to report Chapter officers in vTools Officer Reporting, to inform IEEE who the current Chapter officers are.
- Need to get officers into vTools because that’s where the data comes from for our LISTSERV lists.
Who uses it?
The Nomination/Election Committee Chair can update the vTools Officer Reporting, or it can be one of the officers.
When to use it?
Updates should be made by the end of Nov, w/Term-start Date set to Dec 1, to ensure the new officers are on the LISTSERV lists so they get notices (e.g., SFBAC Officer Training).
How to use it?
Let’s look at that using screen images.
January 23, 2018
T Winship, SCV Section Secretary
Page 8 of 8