The Involvement tool allows you to keep an accurate record of all credit hours associated with your portal. It also gives users an up-to date record of all approved and pending hours they’ve earned from attendance, community service projects, retreats, meetings, and other events.

The involvement tool can look very different based on your permissions for that tool. If you are a basic user with view-only access, the first thing you’ll see is a list of your involvement. Each entry will list a date, category, hours, and status. If you have any pending hours, they will appear at the top of the page.

image of involvement tool directions

Below your existing hours is the ability to submit a new involvement entry. Use this form if you’re trying to log hours in the organization whose portal you’re currently viewing. Complete all of the required fields on this form. When you submit the entry, the portal administrators will be prompted to approve the hours. The reference you enter may also be notified if your community settings allow for this.  (see directions below)

OrgSync provides two methods for entering your involvement. Each of these methods are described in detail below.

 

The first method is through the Involvement tool within a portal. Choose this tool from your portal’s toolbar.

image of involvement tool directions

After accessing this tool, you’re provided a list of the participation assigned to you in this portal. In the top right, select Add Involvement.

image of involvement tool directions

 

image of involvement tool directions

image of involvement tool directions

image of involvement tool directions

After submitting the entry, the administrators of your portal will be notified and prompted to approve or deny your request. Depending on your community’s settings, the reference you enter may also be able to approve your request via email. You will be notified once a decision is made.

The second method is through your personal involvement page. To access this page, click on your name in the top right of the screen and select Involvement. Next, choose Add Involvement Entry in the top right of the page.

image of involvement tool directions

On the resulting pop-up, determine which type of entry you would like to enter. See the screenshot below for the available options.

image of involvement tool directions

After deciding the type of entry, complete the involvement entry form. Be sure to select the appropriate organization or service partner from the top dropdown to ensure your entry populates that portal. If you do not select a portal, it is assumed the organization does not exist on OrgSync.

After submitting the entry, you will be notified when it has been approved or denied. The approver could be a portal administrator, community administrator, or the reference you provided depending on the type of entry you entered and your community’s settings.

To access this tool, select Involvement on your portal’s toolbar.

image of involvement tool directions

Administrators and users with Manage access will see all members of the portal and the number of pending and approved hours associated with their account. By default, users with pending hours are bumped to the top of the list and everyone is sorted alphabetically after that. Use the filters on the right side of the page to view all users that have ever received participation in your portal. You can also narrow the results by group or date.

Use the search at the top of the list to locate a specific user. Select View Details under the name of the user to view their pending and approved entries. This page provides administrators direct control to approve or deny entries, and also edit past entries. Hover over the wrench icon to the right of each entry and select Edit if you need to make any changes.

If your group would like to add different categories for involvement you will need to add under these in the Events tool and select Manage Categories.

image of involvement tool directions

image of involvement tool directions