At GivePulse, the term 'Impact' is an umbrella term to describe a variety of community engagement activities, such as hours served, money/goods donated, and more. Group and event admins can encourage users to track their impact and keep track of this data within their groups.
This article will cover the following:
- Understanding Manage Impact Grids
- How to Update/Edit Impacts as an Admin
- Edit and Move an Impact in New View
- How to Download Attachments from Impacts
- How to Verify an Impact
- How to Download Impact Data as an Admin
- How to Use Configure Layout to Expose Custom Fields on the Impact Form
- GivePulse Video Tutorial - Managing Impacts
- How to Use New View Manage Impacts (Top Right Navigation)
Understanding Manage Impact Grids
As a group and/or event administrator, there are different ways to access and manage impacts within your group. Depending on the area
- Group Manage Impacts Grid: Within each group is the option for admins to manage impacts logged towards the group or shared with the group. To view this grid, from your Group Admin Dashboard, navigate to Impacts > Manage Impacts.
- Event-Level Manage Impacts Grid: With an event is the option for admins to manage impacts logged towards the event. To view this grid, from the Event Admin Dashboard, navigate to Impacts > Manage Impacts.
- Upper-Navigation Manage Impacts Grid: This impact grid is unique to the user. It will display all impacts that the user has administrative access to approve, dispute, and/or update. Click here to learn more about the Top Navigation Bar.
How to Update/Edit Impacts as an Admin
There may be situations where you need to edit an impact that you have made for a user as an admin. First, navigate to the Manage Impacts grid and locate the impact to update. Once located, use the Actions Dropdown Menu to select Edit.
On the next page, complete any necessary edits to the impact, such as the verifier, date/time, or sharing settings.
Edit and Move an Impact in New View:
Click Update Impact to save those changes.
How to Download Attachments from Impacts
Administrators have two ways to view and download attachments that users have added to their impacts. Attachments can be viewed from the Manage Impacts page, or from the impact's public page.
From the Manage Impacts page, add the filter Attachments. This will show you which impacts have attachments, and allow you to download the attachment by clicking on the link in the column.
Admins can also view attachments from the impact's public page. To view the impacts public page, first go to the Manage Impacts page. From here, select View Details from the white Actions dropdown. You'll be able to see the attachment link, and can download the attachment onto your computer by clicking on the link.
How to Verify an Impact
Administrators have a few options to choose from when verifying/disputing impacts in GivePulse. Click here to review how to verify an impact.
How to Download Impact Data as an Admin
Group and event admins can download impact data to use for various reporting needs. Click here to review helpful tips for downloading data within GivePulse.
How to Use Configure Layout to Expose Custom Fields on the Impact Form
This guide shows Admins how to expose the impact form questions (custom fields) within the Event Admin Dashboard. By using the "Configure Layout" feature, Admins can tailor the visibility of specific fields in columns and view the responses all together.
GivePulse Video Tutorial - Managing Impacts
For more information about how to manage impacts, please review the video tutorial below:
How to Use New View Manage Impacts (Top Right Navigation)
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