Person Module - Overview
PRINTThe Person Module is made up of 11 individual tabs that, when related to one another, can comprehensively every aspect of a worker’s status during the course of an organizing campaign or long-term member-activist development. These tabs are:
General Tab
Contact Tab
Lists Tab
Jobs Tab
Organizations Tab
Roles
Assessments / Action Tab
Membership Tab
Elections Tab
Politics Tab
Contributions Tab
Relationships Tab
Custom Tab
The General Tab contains basic demographic information on workers you are organizing. The top section contains name fields, nickname (which will show up in paranthases the person form) and the source where the name came from. This generally refers the import source.
Personal Details section contains following fields:
- Social Security Number
- Language
- Gender
- Ethnicity
- Date of Birth (Toolbox automatically converts this date to a long date and calculates person’s age)
- Entered: refers to the date the record was initially imported or entered to Toolbox. ID is a system-generated number that is a unique ID assigned to a record when a new record is introduced to Toolbox. No two people can have the same ID
Notes section: You can store an unlimited number of notes in Toolbox. Each time a note is entered the current date is automatically applied, but you can edit this date to more accurately reflect when the note was recorded if you choose. To make sorting notes easier, Toolbox allows users to assign “Note Categories” to each note that is entered. For instance, you can have a Note Category “Reservations,” House Visit,” Phone call,” etc. If you’re entering notes that belong to a particular category you can assign the notes to that category to make it easier to search later or for printing reports.
Another thing you’ll notice on the different tabs in Toolbox is the small blue circle inside a square to the right of a drop-down menu (AKA, a “Dot Box”). Any time you see that you can click on it and add additional values to a drop-down list.
Figure 1-Language List
In this example clicking the dot next to the language menu displays a language value list whether you can add more languages if a worker’s native language is not already on the list.
Contact Tab
Toolbox contains ample fields for storing just about any type of contact information you might collect on a worker. The Contact tab is divided into a Top Section and bottom Section.
Figure 2 -Contact Tab – top
The top of the Contact tab contains all phone, cell, fax, pager, and email information with fields for storing home, work, and other contact information.
The home address section allows for specifying a different mailing address, and with the address archiving feature you never have to worry overwriting addresses. Toolbox also has a built-in mapping feature. When you click the “View Map” button a small map will be displayed of the address in the home address field. Pretty cool!
The bottom section of the contact tab contains the work address for the person record.
Figure 3 - Contact Tab- bottom -Work Addresses
List Tab
Figure 4 - Lists
The list tab is comprised of fully customizable tab that allows the Toolbox Administrator to create check boxes to track people to belong to lists specific to a campaign or organization. To make it easier for Toolbox users to find specific lists, the Administrator can assign a list to a List Category. for example, you may have a List Category “Issues” containing the following list check boxes:
- Respect
- Health Benefits
- Retirement
- Wages
- Working Conditions
Jobs Tab
Figure 5 - Jobs Tab overview
The Jobs tab is made up of two distinct sections that I will describe briefly:
Figure 6 - jobs listing
The job listing frame is a list of past and present jobs a person may have had or has. Jobs that are terminated or Out of Unit are graphically represented with a red ‘X’. active jobs are indicated with a green circle.
Figure 7 - Job Details
The main section of the job screen contains details of an individual’s job, such as date of hire, shift information, employee ID, job class, Bargaining Unit, work location, department, union authorization card, job status, etc. For further details on using job status, please see support articles Adding and Removing Jobs andMoving People in and Out of Unit.
Organizations Tab
Figure 8 - Organizations Tab
The Organizations tab allows the Toolbox user to link workers to organizations not specifically involved in the Organizing campaign that they might have a relationship with, such as community groups, churches, and volunteer organizations.
Roles Tab
Figure 9 - Roles Tab
The Organize Project Roles tab has two functions:
- To identify whether a particular worker has an identified Role within a Project or in another Project
- To identify the Organizer or Organizing Committee may be assigned (i.e., “Turfed’)
Please see the article on Project Roles & Creating Turf for more information on managing Organizer turf assignments. Please see the article Project Roles Tab for further details on the Roles.
Assessments & Actions Tab
This tab contains information on campaign Assessments…
Figure 10 - Assessments
...and Actions associated with the campaign that you’d like to track.
Figure 11 - Actions
both Assessments and Actions must be set up in their respective Modules and linked to the project in order to make use of these components of Toolbox.
Membership Tab
Figure 12 - Membership tab
For unions that use Toolbox to track their membership and for internal Organizing, the Membership tab will contain most of the information pertaining to union membership.
- Membership card signed, date received, mailed to employer
- organizer that received the card
- recruiter (if a coworker picked up the card)
- Member Status and jdetails
- COPE Card information
Elections Tab
Figure 13 - Elections tab
the Elections tab contains details pertaining to a NLRB-sanctioned or NLRB-style Labor Election and can be one of the most powerful components of Toolbox when going into an election. The Employer List section can be automatically synchronized (using the Import Tool) with an electronic Excelssior list in order to quickly determine who is elligible to vote, and whose should be challenged. When combined with other elements of Toolbox and The Elections tab contains most of the information needed to run a smooth, precise, and effective GOTV.
Politics Tab
Figure 14 - Politics tab
The Politics tab contains the most frequently-used political fields for External or Internal (member) organizing. When matched against a state voter file, political data can be imported to Toolbox using the Import Tool (insert link) to track political demographics of membership lists.
Contributions Tab
Figure 15 - Contribution Commitments
The Contributions Tab provides a convenient location to track monetary payments (membership dues, initiation fees), donations, or Political contributions by workers or members, and is divided into two main components. Several Locals have effectively used the Contributions tab to dramatically increase the number of their members participating in their Political Action Committees.
Figure 16 - Contributions Actual
Contribution Actuals section allows an organization to track monthly payments (dues or Political Action committee contributions, etc.) made by members (through payroll deduction or individual payments). when used with a variety of Summary reports this can be an effective way to keep track of the amount of revenue generated through a particular program.
Contribution Commitments section allows an organization to measure how many members have committed to contributing towards a program (usually COPE) and then comparing that to whom they actually received a payment from.
Relationships Tab
Figure 17 - Relationships tab
This tab allows Organizers to document how different workers are related through the workplace. This can be key in any organizing campaigns when the knowledge of interrelationships across a workplace can help Organizers help their key leaders “move” workers from uncommitted to committed support for the union.
Custom Tab
The Custom Tab allows users to select fields from any of the 11 main fields and consolidate them onto one page. Pulling fields together from disparate tabs can facilitate quicker data-entry and allows individual users to have their most frequently-used fields in one place.
Figure 18 - Custom Tab
To set up the custom tab, click the “Pick Fields” button (Figure 18).
Figure 19 - Custom Tab field Picker
A new window will open with a list of fields that you can chose for the custom tab.
List Tab
Figure 4 - Lists
The list tab is comprised of fully customizable tab that allows the Toolbox Administrator to create check boxes to track people to belong to lists specific to a campaign or organization. To make it easier for Toolbox users to find specific lists, the Administrator can assign a list to a List Category. for example, you may have a List Category “Issues” containing the following list check boxes:
- Respect
- Health Benefits
- Retirement
- Wages
- Working Conditions
Figure 5 - Jobs Tab overview
The Jobs tab is made up of two distinct sections that I will describe briefly:
Figure 6 - jobs listing
Figure 7 - Job Details
Figure 8 - Organizations Tab
Figure 9 - Roles Tab
Please see the article on Project Roles & Creating Turf for more information on managing Organizer turf assignments. Please see the article Project Roles Tab for further details on the Roles.
Assessments & Actions Tab
This tab contains information on campaign Assessments…
Figure 10 - Assessments
...and Actions associated with the campaign that you’d like to track.
Figure 11 - Actions
both Assessments and Actions must be set up in their respective Modules and linked to the project in order to make use of these components of Toolbox.
Membership Tab
Figure 12 - Membership tab
For unions that use Toolbox to track their membership and for internal Organizing, the Membership tab will contain most of the information pertaining to union membership.
- Membership card signed, date received, mailed to employer
- organizer that received the card
- recruiter (if a coworker picked up the card)
- Member Status and jdetails
- COPE Card information
Elections Tab
Figure 13 - Elections tab
the Elections tab contains details pertaining to a NLRB-sanctioned or NLRB-style Labor Election and can be one of the most powerful components of Toolbox when going into an election. The Employer List section can be automatically synchronized (using the Import Tool) with an electronic Excelssior list in order to quickly determine who is elligible to vote, and whose should be challenged. When combined with other elements of Toolbox and The Elections tab contains most of the information needed to run a smooth, precise, and effective GOTV.
Politics Tab
Figure 14 - Politics tab
The Politics tab contains the most frequently-used political fields for External or Internal (member) organizing. When matched against a state voter file, political data can be imported to Toolbox using the Import Tool (insert link) to track political demographics of membership lists.
Contributions Tab
Figure 15 - Contribution Commitments
The Contributions Tab provides a convenient location to track monetary payments (membership dues, initiation fees), donations, or Political contributions by workers or members, and is divided into two main components. Several Locals have effectively used the Contributions tab to dramatically increase the number of their members participating in their Political Action Committees.
Figure 16 - Contributions Actual
Contribution Actuals section allows an organization to track monthly payments (dues or Political Action committee contributions, etc.) made by members (through payroll deduction or individual payments). when used with a variety of Summary reports this can be an effective way to keep track of the amount of revenue generated through a particular program.
Contribution Commitments section allows an organization to measure how many members have committed to contributing towards a program (usually COPE) and then comparing that to whom they actually received a payment from.
Relationships Tab
Figure 17 - Relationships tab
This tab allows Organizers to document how different workers are related through the workplace. This can be key in any organizing campaigns when the knowledge of interrelationships across a workplace can help Organizers help their key leaders “move” workers from uncommitted to committed support for the union.
Custom Tab
The Custom Tab allows users to select fields from any of the 11 main fields and consolidate them onto one page. Pulling fields together from disparate tabs can facilitate quicker data-entry and allows individual users to have their most frequently-used fields in one place.
Figure 18 - Custom Tab
To set up the custom tab, click the “Pick Fields” button (Figure 18).
Figure 19 - Custom Tab field Picker
A new window will open with a list of fields that you can chose for the custom tab.