👩💻 What Coordinators can do in CORE TeamFinding Members to DeployUtilizing search filters: “Home Region/Location”There are three ways to use the “Home Region/Location” filter: Selecting one or more regions without including specific home locations.
| Selecting one or more regions and then refining the search to include specific home locations within those regions.
| Selecting one or more home locations without selecting a region.
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This filter automatically refines the search results to members who belong to the selected region(s) and/or home location(s). Utilizing search filters: “Availability/Date Range”Select a status from the “Availability” dropdown.
Open “Availability Date Range” and click on a start and end date on the date picker. This will set the date range for the availability status selected in step 1.
In this example, the search results will be automatically refreshed to just members who are available any day(s) between June 10-17, 2024. “Available”: indicates that the member is available every day between June 10th and June 17th. “Available x of x days”: indicates that the member is only available for certain days out of the total number of days in the selected date range.
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Practice navigating the dashboard with the following scenario: You are a coordinator in the Vancouver Island Coastal (VIC) region. You need to deploy a member who meets the following requirements: Lives in or near Nanaimo; Is interested or experienced in Recovery; Is available for deployment for at least 3 consecutive days between June 13-20, 2024.
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Once you have found a suitable member, you can browse deeper in their profile to further assess their deployment readiness. Some actions you can do with the member profile: Using the organization info displayed under “Member Details”, you can contact the member’s supervisor to confirm the member’s participation for an upcoming deployment. Image RemovedImage AddedYou can also save important notes about the member in the Notes section to inform other coordinators. Image RemovedImage Added
Scheduling MembersAdding an AvailabilityOn the member’s profile, you can update the scheduler by either clicking “Update Availability” on the top right corner of the section, or select a date block directly on the calendar.
Add a new availability in the pop-up modal. Select a start and end date for the availability date range. You can do this by clicking on the date picker or entering a valid date in the date fields. Click on one of the three statuses for the selected date range. If you are setting up a deployment, you can enter a valid Task/Resource Request number. Once you have added all the required details, click “Save”.
You will see the selected date range and availability status highlighted in the member’s schedule. If you want to edit or delete an existing availability on the calendar, simply click on the date range on the member’s schedule and make changes in the Edit Availability Modal.
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Note that you can now also see all BCWS deployments in the same calendar, if a member is enrolled in both EMCR and BCWS. |
Add NotesSee Step 5 of Finding Members to Deploy. |