Using the Share The Care Dashboard

 

Click on the headings below for specific notes on using the Dashboard features:

 

My Profile: setting up your profile as a group member

STC Forms: critical information for caregiving

Caring Schedule: a group calendar for jobs

Help Wanted: group bulletins, group emails, and member directory

Other Lists & Forms: blank forms and a document library

For Care Recipient and Visitors: Journal, GuestBook, Photo Gallery

Administration: adding new users and managing the group  

Setting Up a New Group

 

 

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 My Profile: setting up your profile as a group member                                                 return >

 

If you’ve just been registered as a member of a group (someone’s sent you a login ID and password, then the first thing to do is to fill out your member profile.

 

Click on “My Profile” in the top navigation.  This input form corresponds to the “Individual Data Form”, which is usually filled out in the first Share The Care meeting.  It’s designed to gather information that will be useful in coordinating jobs within the group.  (Note that the STC Dashboard site employs strong web security methods, but please feel free to share as much or little as you are comfortable.)

 

Scroll down to see a place to fill out your usual weekly schedule, and place to document your comfort level with different kinds of tasks and challenges.  Note that the fields on the left in this area of the form can be changed; check with your group to see if there’s a list that the group is working with.

 

You’ve been given assigned a password by the site administrator, and there’s a default icon for you.  If you want to change the password, your associated email,  or add a photo to represent you in member lists, there’s a link to that form.

 

If you want to print out a paper version of the filled out form, there’s a link to generate a .pdf.  Click, download the .pdf, and print.

 

 

 

 STC Forms: critical information for caregiving                                                          return >

 

There are a number of online forms that correspond with forms in the book.  The filled-out versions of these forms are linked from the left navigation:

 

·         Emergency Procedures

·         Important Information

·         Telephone Tree

·         Other Lists & Forms

 

There’s a link on the right of each form to download and print out the form.

 

These forms are filled out by the Site Administrators; if you have site admin permission, you’ll find access to the input form under the Admin link in the top navigation.

 

(Check the Share The Care book for tips on how to use these forms in your group collaboration.)

 

 

 

 Caring Schedule: a group calendar for jobs                                                             return >

 

The Caring Schedule is an online shared calendar which is the hub of group activity.  Click on “Caring Schedule” to access the calendar.

 

The Caring Schedule allows you to create a new job, put it on the calendar, and assign (or pick yourself) the member who will do the job.  Below is a summary of features and procedures:

 

·         You can view the schedule in different time periods (month, week, day) by clicking on links at the top right.

·         There are two tabs at top left, one showing the list of jobs, and the other to edit an individual job. 

·         You can add jobs by scrolling down and clicking on the “+” sign.

·         Don’t forget to save any changes using the link at the bottom of the screen.

·         Give each a name and description.  You can add a starting and ending date and time using the little calendar icons.

·         You can assign one or more members to the job using the check boxes below “I can do it …”

·         When you first create a job, it is “unassigned” (light red); when you assign a member, it turns to green.

·         You can click and move jobs around on the calendar in “month” mode; in “week” and “day” mode you can change the time in a similar way.

·         You can copy a recurring or similar job using the link at the bottom of the screen.

 

 

 

 Help Wanted: group bulletins, group emails, and member directory                                  return >

 

Click on the “Help Wanted” link to find several tools to coordinate group activities.  These include a:

 

·         Group bulletin (a blog just seen by group members)

·         List of “Jobs To Be Done” (these are unassigned jobs from the Caring Schedule)

·         Way to send a single email to all group members

·         Member directory

 

 

 

 Other Lists & Forms: blank forms and a document library                                             return >

 

There are a number of other forms and documents used in the book which are available in a downloadable (.pdf) format, as well as blank versions of the online forms, in case you want to fill out forms in meetings.   There’s also a facility to upload your own documents to share with the group.

 

Click on “Other Lists & Forms” link in the left navigation.   Below are the standard forms available:

 

·         Useful Lists

o   Shopping List

o   Drugstore Items

o   Home Safety Chart

 

·         Private Documents

o   Document Location Checklist

o   Medical Profile

 

·         First Meeting (blank versions of online forms)

o   Suggestions for the 1st Week

o   The 7 Principles

o   Telephone Tree

o   Individual Data Form (offline version of “My Profile)

o   Caring Schedule

o   Yellow Pages

o   Rotating Captains Schedule

 

 

 

 For Care Recipient and Visitors: Journal, GuestBook, Photo Gallery                                 return >

 

People who are registered as Visitors (not members of the group) can see only the “home page” of the group, including the …

 

·         Journal (a blog for the care recipient)

·         GuestBook (where visitors can post comments and messages)

·         Photo Gallery, where everybody can post photos to share

 

Depending on your permissions, at the left of each blog there is an “Add Post” link to post a comment, or an “Add Photo Gallery” to upload a new collection of photos.

 

 

 

 

 Administration: adding new users and managing the group                                           return >

 

Under the Admin link are several functions that are reserved for “site administrators”. 

 

·         My Groups

o   Allows you to view and edit your participation in different groups if you are a member of multiple groups.

·         Manage Group

o   Allows you to edit information (name, background, location, photo, etc.) for the current group.

·         Manage Group Members

o   Change the status of group members (in the group or not)

·         Edit Group Roles

o   Change the role of group members (visitor, member, site administrator, etc.)

·         Add new User

o   Register a new user into the current group.

 

 

 

 

 Setting Up A New Group                                                                                   return >

 

There are two ways to set up a new group.  If you are not already registered yourself, you’ll find a link on the main page:

 

If you've never been registered but want to start a new site for your group, click here. You'll become the group admin for the site, and can then invite other people.

 

Fill out your email and user name, and the necessary info for the group, and you’ll be registered and a group set up at the same time.

 

If you’re already registered as part of another group, just sign out and then sign back in again.  You’ll see a link in the top navigation menu:

 

Start A New Group

 

In this case, you’ll stay with your current registration but add the new group to the list of groups to which you belong 

 

Anybody setting up a new group automatically becomes the site administrator of that group.  You can add more site administrators using the “Edit Group Roles” facility.