Setting up Outreach Project and Team Assignments
Show The Way offers functionality to assign individual users to specific projects (which may be tied to certain funding sources and/or geographic coverage areas) and teams. A single user can be assigned to multiple projects and teams. The data that is entered in the app for clients will be tied directly to the user’s Active Assignment, so it’s critical that users are updating the active assignment as needed.
The initial setup happens within the Regional Command Center. Once an account has been created for a user, they need to be added to the local outreach campaign. Then, they can be added as a user to a specific project or projects. To learn how to add Projects to the campaign, see this FAQ.
Open the project within the Activity’s Projects tab, and then follow the 4 Steps outlined below.
The first thing to do is to Enable Teams, if you will be assigning a team to this project. If you set the project’s geographic coverage first, you’ll have to start over when you enable the team coverage, so it’s important to enable teams first.
Next, you can add your users to this project. Click on the Users Tab, and then Add Users:
Click the Green Plus Sign next to each user you’d like to add to this project.
In this screenshot, you can see that any existing Project and team assignments are also displayed; this functionality is a distinction of Show The Way compared to the sister app, Counting Us, which only allows a single team assignment per user.
After you’ve added users, you can add Teams. Click on the Teams tab, and click the Add Teams button. Name the team, and click Ok.
Next, select the team to edit the coverage area and add team members. Click the Edit Team Coverage button, and then select the census tracts that will be covered by this team. Multiple teams can be assigned to the same census tract, if needed.
When you’re done, click the Finish Editing Coverage button. Continue this process until all of the project’s teams have been added, and the entire coverage area has been set.
To add specific users to the teams, you’ll click on the Users tab within the Team. Similarly as before, you can click the Add Users button and click the plus sign next to each user you’d like to add to this team. A user can be added to multiple teams, if needed.
Now, when the User looks at the My Settings information on the right side menu in Show The Way, they’ll be able to view and update their Active Assignments as needed. Again, the data that is entered is tied to that active assignment, so each user must ensure the appropriate project is active as needed.
After following the steps above, when we go back to the Project Info tab, we can see that there are 2 teams assigned to this project, and the full coverage area has been updated on the map:
