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Engage Training Title

Engage is a platform that allows users to discover organizations and events, track their outside of the classroom experiences, and manage content for organizations. Explore features like Switchboard, Action Center, User Drawer, and more.

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Engage Training Title

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  1. Engage Training Title

  2. Learning Outcomes

  3. Agenda

  4. What is Engage?

  5. Engage The Engage platform allows you to discover organizations and events at your institution and track your outside of the classroom experiences and activities.

  6. The Engage Switchboard

  7. Switchboard - Explore • Default view for all users • Discovery view allows students to search for organizations to join, events to attend, and news posts to read • Students can view organization pages and access content created by organizations

  8. Switchboard - Manage • Takes you to your Action Center • Organization leaders can manage content for organization pages • Take action on forms, events, and registration submissions

  9. Switchboard - Admin • Represents users in your community with the highest level of access • Oversee all orgs, users, and branches • Community-wide configuration is done here, such as site styles and branding, involvement, campus-wide elections, CCT set-up, etc.

  10. Live Site – Explore & Switchboard

  11. Action Center

  12. Action Center • Provides a central hub for student leaders and administrators to manage their personal to-dos • Approving form submissions, re-registering an organization, creating and managing content for an organization or branch • Can easily navigate to the “Manage” view of your organizations

  13. Organization Tools • Roster • Profile details • Events • News Articles • Gallery • Documents • Forms • Elections, Finance Requests, Service Hours Management

  14. Live Site – Manage & Action Center

  15. User Drawer

  16. User Drawer • Manage your personal profile, privacy settings, notification settings • Access your Event Pass to check in at events (Event Check-In App is required) • View a historical and current list of submissions (e.g., events, forms, elections, organization registrations) • Create and submit Self-Reported Experiences • View notifications from the Engage site that are relevant to you, your submissions, and the organizations you manage

  17. Next Steps

  18. Some other helpful things to include may be: • How to register your organization • Specific roster requirements and how to update • Creating org-created positions & assigning them • Any additional requirements for your organizations in Engage • A detailed look at your Event Submission Process • How to take attendance at events • Key forms

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