Page Comparison

🖥️ Anatomy of the CORE Team Dashboard

The Personnel Page

This is the first page that you will see upon logging into the application. The personnel page is typically the starting point for coordinators who want to search for deployable CORE members, or monitor pending applicant submissions for approval. To perform these tasks, the page consists of two main functionalities: 1) Search filters to help narrow down your search; and 2) Search results display (see visuals below).

Search Filters

Search Results

Search Results Table Columns: “Active” Tab

Search Results Table Columns: “Pending Approval” Tab

The Profile Page

Profile pages store individual EMCR member and applicant information. The member profile consists of five sections:

1. Profile banner displaying information including the member’s name, member status (active/inactive), last time they have been deployed, etc.;

2. Member Details section;

3. Functions & Experience Levels section;

4. Member’s schedule displaying their availability and scheduled deployments; and

5. Notes section

Applicant Profile

While the applicant profile has the same five sections as the member profile, it also includes additional components, such as the pending applicant information banner and the individual intake requirement status under Applicant Details, to help EMCR coordinators keep track of other applicant requirements for approval. To see how to approve an applicant to become a EMCR member, please see Reviewing and Approving Applicants in Chapter 3.

👩‍💻 What Coordinators can do in CORE Team

Reviewing and Approving Applicants

1. View “Pending Approval” List: On the Personnel page, scroll down to the search results table and switch to the “Pending Approval” tab.

2. Review Requirements Status: Review the submission status for “ICS Training” and “Supervisor Approval”. Make sure to cross-check these items with applicant names in your regional email inbox to confirm submission.

3. Go to Applicant Profile: Once you have made sure that you have received the intake requirement(s) from the applicant, click on the applicant’s name in the search results to proceed to their applicant profile.

4. Click the “Edit” button on the top right corner of the Member Details section.

5. Update Intake Requirements Status: Under “Intake Requirements”, change the status for the received items (i.e., Supervisor Approval, ICS Training) in their respective dropdown fields.

   1. Open the dropdown field(s).

   2. Select “Received” for Supervisor Approval, and/or “Completed” for ICS Training.

   3. Click “Save”.

6. Complete Review: On the “Pending Applicant Information Alert” banner, the list of item statuses will be updated.

   1. Click “Approve as Member” on the right side of the banner. (This button will only appear when all requirements are marked as “Received”/”Completed”)

   2. Click “Confirm” again in the confirmation pop-up.

7. The applicant is now approved into the program as a EMCR member. You can now schedule them for deployment, update their information, if needed, or change their status to “inactive”.

Finding Members to Deploy

Utilizing 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.

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”

1. Select a status from the “Availability” dropdown.

2. 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.

3. In this example, the search results will be automatically refreshed to just members who are available any day(s) between June 10-17, 2024.

   1. “Available”: indicates that the member is available every day between June 10th and June 17th.

   2. “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.

Reviewing deployable member’s profile information

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:

4. 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.

5. You can also save important notes about the member in the Notes section to inform other coordinators.

Scheduling Members

Adding an Availability

1. On 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.

2. Add a new availability in the pop-up modal.

   1. 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.

   2. Click on one of the three statuses for the selected date range.

   3. If you are setting up a deployment, you can enter a valid Task/Resource Request number.

   4. Once you have added all the required details, click “Save”.

3. You will see the selected date range and availability status highlighted in the member’s schedule.

4. 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.

Editing Profile Sections

If you want to update any information under “Member Details”, “Functions & Experience Levels”, simply click on the “Edit” button on the top right corner of each section.

Updating Member Details

Please see step 5 of Reviewing and Approving Applicants. The process for accessing the "Edit Member Details" modal is the same as for editing applicant details.

Editing Functions & Experience Levels

1. To update a member’s experience level for a specific function:

   1. Click “Edit” on the top right corner of the “Functions & Experience Levels” section.

   2. Open the “Experience” dropdown menu next to the function that you want to update.

   3. Select the appropriate experience level for that function in the dropdown menu.

   4. Once you have made all the updates, click save.

Add Notes

See Step 5 of Finding Members to Deploy.