Required in NRDS for KS Reporting
Q1 - Q4: Numbers Served (Event Log Entries)
Q1 - Q4: 3 Images with a Title and Description
Q1 - Q4: Complete "KS FY23 O&M Final"
In this article you'll learn to:
Survey: Organizations | Groups
Organizations and groups can be schools, such as Pope Elementary, businesses like Hawaiian Airlines, or community organizations like The Boy Scouts of America.
These are the Collaborators/Partners from the KS Numbers Served excel worksheet.
You must enter organizations/Groups only once, and then you can use them throughout the NRDS database.
SELECT "Surveys" from the dropdown menu.
CHOOSE "Organizations | Groups" from the list of created surveys.
ENTER the name of the organization or group (ex: Pope Elementary)
CHOOSE the category that best fits your contact. (ex: DOE School)
You can include notes, documents, and photos.
Remember to SAVE.
Survey: Contacts | Workers
These are the individuals you want to track through a program. If you wanted to track all the teachers at Pope Elementary, you could enter their names here. Additionally, you can add your staff, interns, individual volunteers, and families.
ENTER their First and Last Name "Teacher Name"
CHOOSE a Contact Type "School"
CHOOSE an Organization "Pope Elementary"
CHOOSE information that is important to you.
Remember to SAVE.
Survey: Event Log (NS)
This is the section where you will enter the event data used to generate the numbers served report.
ENTER your start date.
END DATE is not required but available for events that span multiple days with the same participants.
ENTER your event name.
CHOOSE your event type. (Single, Recurring...)
CHOOSE one or more activity categories that best represent the nature of your event.
If you want, choose a pre-determined location from the drop-downs or create a new one.
Collaboration Information (KS Numbers Served)
CHOOSE your collaboration organization. (you created these in the "organization | group" surveys)
If you want, choose contacts or workers (you made these in the "contacts | workers survey)
For schools, if you're going to track the grade or grades, select from the list.
ENTER event hours and the number of participants in each category.
ENTER demographics.
Remember to SAVE.
Remember: You can go back and edit if you want to change things.
BULK TAG entries "OK Send to KS"
SELECT the entries to be tagged by clicking on the open box on the far left of each entry. The top box selects everything.
CLICK on the green "bulk edit" button on the top right of the page.
CLICK on the lock next to the "tags" line item in the bulk update window to UNLOCK the tagging feature.
CHOOSE the correct tag.
CLICK on the green "update" button on the bottom right of the bulk update window.
