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Support Hours:
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Phone:
617.718.2980
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Administrative Tools
- Adding a new Department
- Adding New Users
- Delete / Merge Tool
- Delete Merge Assessment Tool
- Delete Merge Job Class Tool
- Global Delete & Merge of Items in Drop-Down Menus: Demo Video
- How to Delete an Inactive Organizer from Toolbox
- How to delete/merge organizations
- How to move a Job Class from one Bargaining Unit to another
- How to Perform a Manual back-up of your Organizer’s Toolbox database
- Project Roles & Creating Turf
- Reset User Password
- Staff Module
Data Entry
- Add and Remove Job
- Adding and Removing Jobs
- “Dot” Boxes: Adding custom values to drop-down menus
- Copy a Record
- Copying Person Records
- Custom Tab for Data Entry
- Data Entry
- Deleting Person Records
- Entering a New Person Record
- Field Location Changes in OT7
- Finding a Record in Person Module
- How do I set a Primary Contact for an organization?
- Lists: Add Multiple People to list at one time
- Moving People Out of Unit
- Setting Default Values
- Tips on cleaning up a person record
- Using a Barcode Scanner with Multiple Jobs
- Using Actions to track Invite commitments and participated conversion rates
- Using Default Values to speed data entry
- Using Default Values to speed up data entry
Extracting Data
- Changes to Extracts
- Data extract shortcuts
- Extracting Raw Data from the Toolbox
- How to Export a Report and Maintain Formatting
- How to Extract data from a standard report
- Person Summary Extracts
Filtering
- Change and Clear Filter
- Change and Clear Filters
- Create a Filter
- Filter Basics
- Filtering (Video)
- Filtering: Turf vs. Roles
- How to filter for Job Status
- How to find records using a filter
- How to Use Sets
- How to use the Filter to find groups of Person Records
- Sets Module
- Understanding Filters in Organizer's Toolbox
Get Out the Vote
Getting Started with Toolbox
- Assessments Module
- Basic Organizer's Toolbox Overview
- Elections Module
- How do I set up a new Action?
- How do I set up Employers?
- How to Add Bargaining Units and Classes
- How to find people by address or other fields
- How to set up Employer Locations ( Buildings and Work Areas)
- Multiple Jobs Overview
- Organizations Module Overview
- Organizations Tab in the Person Module
- Organizers' Toolbox Basic Overview (video)
- Person Module - Overview
- Programs and Contributions Module: Using Toolbox to track dues or political contributions
- Project Roles & Creating Turf
- Project Roles Tab
- Relationships Tab
- Toolbox v.7.1 Overview
- Troubleshooting Citrix file Permission issues
- Understanding Assessments
- Understanding Organizations: Planning and setting up a new Organization
- Understanding the Communicate Feature
- Using Actions to track Invite commitments and participated conversion rates
- Using Lists in Organizer’s Toolbox
- Viewing Training Videos from prior website
Importing Data
- OT 7.1 Import Tool Changes
- Converting you file to MS Access to import to Toolbox
- How to Place a Data Import Work Order with NUWS
- Import Tool Administrator guide (pdf)
- Import Tool Data Load Error Troubleshooting
- Import Tool Overview
- OT Standard Format for Import Field Names
- Using the Import Tool to bulk-update Project Roles
Mapping and Routing
Project Management
- Adding a person record to a project
- How to Edit a Project
- Implications of Project Roles for Project Management in Toolbox 7.1
- In/Out of Project Jobs
- Project Management in Organizer's Toolbox
- What is a project?
Reports
- Adding Additional Items to Sorting and Grouping
- Custom Labeling Reports for Organization Favorites
- Finding Reports Using the Report Finder (Video)
- How print and save PDFs from a Mac
- How to Extract data from a standard report
- How to request a report modification
- How to Run Reports
- How to Save an Extract File or PDF to Your Computer
- How to Sort by Jobs Information
- Person Summary Extracts
- Report Finder
- Reports - Sorting by Roles in Toolbox 7.1
- Sample Organizer's Toolbox reports
- Using Favorites to save frequently used reports
Turf
- Implications of Project Roles for Project Management in Toolbox 7.1
- Project Roles & Creating Turf
- Project Roles Tab
- Roles and Turf Overview
- Toolbox v.7.1 Overview
- Turf in Toolbox 7.1
- Using the Import Tool to bulk-update Project Roles
User Management
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