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HomeMy WebLinkAboutVRC Manual IDAHO DEPARTMENT OF CORRECTION VRC Volgistics Guide March 2016 Purpose: This guide serves as a resource for Volunteer and Religious Activity Coordinators (VRC) Department-wide in using Volgistics, the online volunteer management tool, in fulfilling their responsibility as VRC. Facility VRC's are responsible for coordinating, recruiting, and managing volunteers and volunteer activities as well as coordinating and supervising religious activities. IDAHO DENRMENTOF eoRRcc HON Table of Contents I. Definitions...........................................................................................................................3 II. Volunteer Service Requirements ......................................................................................3 III. Logging in to Volgistics......................................................................................................4 IV. Processing New Volunteer Applications........................................................................... 5 A. Application Receipt ......................................................................................................... 5 B. Review Volunteer Record................................................................................................ 5 C. Obtain the New Volunteer Application ........................................................................... 7 D. Route the New Volunteer Application for Review.......................................................... 8 E. Volunteer Applicant Denied.......................................................................................... 10 F. Volunteer Applicant Approved...................................................................................... 10 G. Save the Volunteer Application Review Form in the Docs Tab.................................... 10 V. Update Volunteer Record for Approved Volunteer...................................................... 14 A. Change Status from Pending to Active.......................................................................... 14 B. Update Service Tab........................................................................................................ 15 C. Update History Tab........................................................................................................ 18 VI. Duplicate Volunteer Records ..........................................................................................22 VII. Volunteer at Multiple Facilities.......................................................................................23 A. New Volunteer............................................................................................................... 23 B. Route Clean Volunteer Application Review Form for Facility Approval..................... 23 C. Adding a Facility to Volunteer Record.......................................................................... 23 VIII. Annual Background Check............................................................................................. 25 IX. Mailbox.............................................................................................................................. 29 A. Sending Messages to Volunteers................................................................................... 29 X. Scheduling.........................................................................................................................32 March 2016 Page 2 of 33 IDAHO nePUMENT or• eoRIZEc ON I. Definitions Coordinator: this is the facility VRC. Volunteer Record: this is the record created for the volunteer in Volgistics. Volgistics Administrator: this is the person at Central Office responsible for overseeing the volunteer program statewide; referred to as Prisons Division VRC in policy. VicNet: online volunteer portal for volunteers to update contact information, view volunteer service schedules, receive updates on training and IDOC activities. VicTouch: online check in/out system for officers to check volunteer in/out of the facility. II. Volunteer Service Requirements New Volunteers are required to: 1. Complete the online volunteer application 2. Complete 6 hours of New Volunteer Training 3. Complete Facility Orientation Returning Volunteers are required to: 1. Complete the online volunteer application initially during implementation of Volgistics 2. Complete 4 hours of Volunteer Training annually VRC's are required to: 1. Ensure the Volunteer Application Review form is completed at their specific facility and the volunteer is approved before the volunteer begins his/her volunteer service. 2. Ensure a background check is completed for all volunteers at least annually. 3. If there is a change in the volunteer's background security check, circulate the Volunteer Application Review form to determine if the facility leadership still approves the volunteer's access to the facility. 4. Notify other VRC's if volunteer access is revoked from your facility. March 2016 Page 3 of 33 IDAHO DEPUfMENT or• eoRREc HON II1. Long in to Volgistics 1. Go to: https://www.volaistics.com/ 2. Select the yellow =button on the top right corner and enter your account number, email and password. Select Loin a. Account Number: 539687712 b. Email: your IDOC designated email address (e.g. namekidoc.idaho.gov) c. Password: your initial password will be VolgisticsOl i. Change your password when you first log in ii. If you forget your password, notify the Administrator and he/she will reset your password. 3. You will automatically be taken to the =page. Notice in the left menu, =is highlighted orange. U Volunteer Info rinati 0 Volgistics % Volgistics Inc.[us1 https://www.uolglstics.com/ex/core.dll/?NavTc)=Start Apps * Bookmarks D Customize LinksImported From lE Q Central Desktop t(Message Archiver.... Voligistics • Welcome Jamie Hess Smith .. Account Statistics Mail Your mailbox has: Schedulegs Volunteer records:3 New messa9es:f Tick r Arc hived volunteer records:6 Cumulative hours of service:d Help email:5 Open • (as of yeste relay) Help Tip of the Week August 3,2016 - Set schedule calendar to default to a specific date or p lintmonth. MailboxIf you re using V of g i sti c s to prepare for an event that will • _ take place in the future.you may want to setup the schedule calendar to default to a date or month other Setup than the cunentone.This makes it easierto use because you will not need to c hange the view each time Welcomeyou access the schedule. If volunteers self-schedule _1p through VicNet or VicTouch,this also makes their schedule default to the selected month. Exn You canset this up on the Scheduling Ground Rules page by: 1. Select Setup from the menu. 2. Expand the Scheduling link. 3. Select Ground rules. The default settings are under the Additional options heading. Remember to click the Save button after changes are made_ You can find tips from previous weeks in the bloo- 4. Select ®from the menu on the left column if you would like to log out at anytime. March 2016 Page 4 of 33 IDAHO nErlur fF.VT0fi eoRREc ON IV. Processing New Volunteer Applications A. Application Receipt 1. Initially, all volunteers are req uired to submit their application online. 2. VRC's will receive an email from the central point of contact for volunteer applications when an application has been submitted. 3. Log into your Volgistics account and select =from the left column menu. You Applications will see 6 tabs on the main window, see picture below. Select the third tab, fir Am* f4 &6C4ff rrL . [.xix�w"a In+o m"frmm ff ID CdvmAt btom p .,f mmia++w Am r_ a o. . - Mailbox �� �ifs }r.w�a. irr�t arra Bot Rd+v�1 APPOkadam 0 + Au sd&s p You h8V&1 Par? MO aOPFcatrans �o+w+6a.0 A;0Kakn 4321 Week dou".10 Vohod o APPkM.n 06-0&!416 3 39 ... rsl 0" n= Farm PM Ctwk#Ri`c6Nd Rd m "Tho-ch*ckApd opphcaton5 inoo ft C.k l Dow(p to dowu All or Ubu clrrckaa aPPW41Kr6 ask"; — - YW dda6tia•has LpaC*Nt 1 rli?.aadOxvir,oMf.«record, Help Ulm D"h1b10rue ewrc now yaaM mwr spD1csban krnH.tr nvvdp m*crtedvorrdw nxwft Flirt#a checwrmrM rcd W cath t-tord VW Wr In 10 rommov.MW CWA mo 1R*MWf*Nawt 4. Check the box next to the volunteer application and selectEE . NOTE: Once you click"Receive," a new volunteer record is automatically created! All of the information the volunteer entered in the online application will populate the volunteer record. Take note of the person who submitted the application to locate it easily later. B. Review Volunteer Record 1. Select from the left column menu. You can either: select Efrom the top of the screen to show all of the volunteer records, or select the letter of the name of the new applicant. March 2016 Page 5 of 33 IDAHO DEPUr ENT or• CORRECTION Volunteers A a _Q L E E a H 1 J K L N1 LY 4 P Q a a S _U li �1 x Y Z�All O Include Stfltll$= Ary Flags= 8 FA_ny *I Site: a 1 Any set= 0 Argy Tj Tags= e Awn T I 'r Clear Advanced apti�FL■� Find Find from within all vofunleer records- Valid searches:exact phrase(such as'Voigistics)or an'(asterisk) at the beginning_middfa.al-d "gistfcs or'Va'stfa&or'Voig"_ Last Name: 11 c— First Name. rdol Number Eool Finail Group Name: New vdunteer a. If you do not recall the name of the volunteer applicant, select from the top right corner, look at the column on the right side of the screen to determine which volunteer submitted the new application. 2. Select the new volunteer and review the record. Make sure all information needed is adequately entered in the volunteer record by navigating through all 9 tabs. �VOlylsrcs New VoLnte<r Appluacc a �— ,� � gvoi,lsn r:tn�.lusl,hr[psi•;vnvw,volgls[ics.rom/eKlcore.dll!'rvavio=5[arc BeeN ks L Ceocm:se Links d rmpe Fwm IE O CenPJ De3eap tL Mesrage AnenvT... • • Application,Test - grafi@ � spire � scN wgk � xiam.r i cgnra�v i xows I vw � oga. 0 cid Arulire oeleLa--cewdna 0 N¢ct - nragged C�cepy Name Lmt Name:Applicmion Sows PeMirg• 8 Fi_Neve:Test Middle uarnc 0 Tnlc O Address Meiling OOO Nlaili�y Addres¢ Homer CGkio rat Address Streei Atltlress_ Gee_F---------—I O OM�o oat odyars Te Stade 8 L woes w Number8 Issued: City:Bae2 Stele: Ip- nw,,® Messagirg:l l No postal mal ❑_W. C Notu><[message e.aan:000000@gmau.na.a Website_ Flag¢ Fes' ALJ 8 Notice in the tab of the volunteer applicant's record, the Status is "Pending." This must remain as "Pending"until the volunteer application has been reviewed b. the ILETS Operator and facility leadership_ March 2016 Page 6 of 33 IDAHO DEPUrW:VT or• eoRREc rfo!v C. Obtain the New Volunteer Application 1. From the new volunteer's record, click on the soca tab. • i • Application, Test ' Care profile I service Schedule History Contacts Notes Vic or Ei Schedule Refresh Filter ❑ Tagged New Previa Tickler post Documents Tags sets Kind Uploaded Print Aoolication-New Volunteer Application 00f20f1511:22AM M -UTk* Check all Un cheek all ' Click Delete to delete the checked documents:• 6e—le e m1come Refresh Filter New Previous Next Help t.,A 2. Click on the link to the application. 3. A new internet tab will pop up with the completed application. o httpsl/www.volgistics.mx us]]https://www.volgistics.com/ex/rpts.dll/➢owiilc)ad?ID=ETLWWYh5kg6ai)Zif•.ivuiTrnNWrQGfGh5ll&VDOC=l&MN= ire Links M Imported from IE 0 Central Desktop I(Message Arch-,..... Idaho Department Of Correction New Volunteer Application Please complete this application form if you are interested in becoming a volunteer wish the Idaho Department of C-0i on. The Volunteer and Couectional History and Criminal History sections REQUIRE a response.Please provide a response in 0--sections_If it is not applicable,enter"N)A,Ong you complete the form,dick the submit hutton as the hot[.— For additional information on the status of your application,please contact the facility VRC.VRC contact information can be ow found at the folling website:http llwavw_idoc.idaho_govlcomentlpder sonslvolunte _s rvrceslvolunteer coordinators_ Personal Information First Name. Test Last Name Application Middle name. K Mailing Address. 000 Mailing Address Street Pd dress. Ddvers Li—nse ID Number&State Issued. City. Boise state In Zip.00000 Ham.phone Cellphone 4. You can print the application or save it as a PDF. a. At the top of the screen the following options will appear March 2016 Page 7 of 33 IDAHO nEr.+MF.VT or• eoRREc rfo!v i b. Click the U to save the file. Click the 0 to print it. c. Or click the menu option on the internet browser and select print. -EyNTkyNDg D mgRU VQvdCS BWxcpVvLaid m&&V DOCw MM N=TTExODg40 DUS 8 Sync Error.Update Sync passphram.. New tab Ctrl*T New wiFKIM Ctrl+N N—incognito window Ctr9+Shi Cft•N ormcdon New Vol unteerApplicatioat 1n-rcduaw rca&17sm. y816ry Uownfoads Cod Recent tabs ' coming a volunteer with the Idaho Deipartrnem of Correctior ections REgUIRE a response.Please provide a response in &ookmarks ' mplete the form.dick the submit button at the bottom. ase eontad the facility VRC.WRC contact information can be Zoom – lon ntfprisonslvolunicer serviceshrdunteef_coordinatofs. Save page Find._ More took Edit Cir Copy Passe Sebtings About Google Chrome Help Exit Ctrl+Shift+Q D. Route the New Volunteer Application for Review 1. Submit the New Volunteer Application to the ILETS Operator at your facility along with a blank Volunteer Application Review form. March 2016 Page 8 of 33 IDAHO jDEPUMENTOr• CORRECTION IDAHO DEPARTMENT OF Volunteer Application Review Form CORRECTION For use by the Idaho Department of Correction ONLY Volunteer Name: Date: Last First M-1 ILETS Operator Criminal Background Check ❑No criminal record. ❑ No tnisdemeanor dntg conviction within the last 3 years. ❑ No felony con,Yction. ❑ Has misdemeanor drug con,,,iction within the last 3 years(Complete section below). ❑ Has a felony conviction(Complete section below). Is the volunteer on an offender visiting list? ❑ Yes ❑ No ILETS Operator Name (Print): Assoc. #: Work Location: I Phone: If applicable,ILETS Results Also knoi�m as.-Alias: States Needing Quer Run: 2. If you have more than one pending application, make sure you include a clean Volunteer Application Review form for each one. NOTE: If, at any time in the process, you need additional information from the volunteer applicant,please contact the volunteer! If there's an error in the online application, you can either 1) Have the volunteer resubmit the online application, or 2) manually enter the information into the volunteer record. If you have the applicant resubmit, contact the Volgistics Administrator to delete the volunteer record from Voglistics. Remember,when a new applicant submits their application online, a new volunteer record is automatically created when you"Receive"the application. 3. Once the ILETS Operator returns the Volunteer Application and Volunteer Application Review form, make your recommendation. VRC Type of Volunteer: ❑ Level 1 ❑ Limited Service Recommend Approval? ❑ Yes ❑ No OR ❑Restricted Access Approval If no,please explain: If recommending Restricted Access status,please explain: VRC Name(Print): Assoc.#: Date: VRC Signature: Date: March 2016 Page 9 of 33 IDAHO Ul!'!R7 lENTOF eoRc rfox a. A criminal record is not an automatic disqualification of volunteer status. Always process the application regardless of the outcome background check. You can ffe stric#ed Access Approval recommend if you have concerns about the applicant. b. The volunteer's initial volunteer status will be either: I ❑ Level fl or IEl Lnntted ecce . A volunteer may request Level 2 status. Please see section XI. Moving from Level 1 to Level 2 Status of this guidebook. 4. Circulate the application to the Deputy Warden, or second in command, and the Warden or CRC Manager for review. a. There may be instances where the background review"failed,"but the facility leadership elects to approve the volunteer. E. Volunteer Applicant Denied 1. If the new volunteer applicant is not approved, notify the applicant. Go into the volunteer's record in Volgistics. Under the tab, update the Status from"Pending" to "Denied." Click EET cure Profile I Service Schedule History Contacts Hotel Vic [foes save Carel Arehive Delete Combine New Pr�evinus Next 0as ed —..copy t Name: Application Status: Denied First Name: Test Middle name: K Title: * ctive Pending Address Mailing C.C.C.Mailing Address Home: CA toeall 2. Notify the Division VRC of the denial. 3. Save the Volunteer Application Review Form articulating the denial in the volunteer record based on the instructions below. F. Volunteer Applicant Approved 1. Save the completed Volunteer Application Review Form in the volunteer record based on the steps below. Complete the steps outlined in Section V. Update Volunteer Record for Approved Volunteer. G. Save the Volunteer Application Review Form in the Docs Tab 1. Scan the signed Volunteer Application Review Form(not the application) and save it based on the following naming sequence: March 2016 Page 10 of 33 IDAHO DEPUMENT or• eoRREc ON r a. Last Name, First Name-Date(year XXXX, month XX, and day XX)-Facility b. For example, "Smith, Jamie-2015.09.25-ISCC" Notice, there are no spaces between the first name, the dash, and the year or between the day and the facility. You must use four numbers for the year, two numbers for the month, and two numbers for the date. It is critical that this naming sequence is adhered to by all VRC's. This will help sort the volunteer applications for easy access in the future. 2. Log into Volgistics, navigate to the volunteer's volunteer record. Make sure you're in the right volunteer's volunteer record. 3. Click on the �° tab. Click °°se File C o, Profile Service Schedule History I Contacts Notes W Docs Refresh Filter ❑ Tagged New Previous Next Documents 1 documents on file. You may have a maximum of 50 documents on file. Kind File Name Uploaded Application-New Volunteer Application 01A06J16 9:57 PM Gh�eck all Un-ch�k all Glick Delete to delete the checked documents: i Delete HeJo Upload Upload new PDF; Word,Text; XLS documents or images_ We recommend optimizing your PDF documents before uploading to make the most of your storage space. Click here. For more information. HIPAA Please remember that VDlgistics is not HIPAA compliant; and should not be used to store protected health information_Glick here for more information. Step 1 GI ose file butt Q2dilD select the file you want to upload. Choose File'4qW Step Glick the Upload button to start uploading. U Plaad Open 4. Find the saved file and click March 2016 Page 11 of 33 IDAHO DEPUMF.VT or• eoRREc rfo!v t Computer t idochddd[C:I t 11 1 Search idochddd(C.) Organize- Newfolder 9__ ®i TZ Favorites Name Date modified Type Si- 1:–wrqtmp izeI:.-wrqtmp 10/24120143:41 PM Filefolder Downloads AMP 1012412014220 PM Filefolder Recent Places Intel 1/14/20143:37 PM Filefolder Qrophoa Minisoft 11116/20158:36 AM Filefolder _ PerfLogs 7/13/20099:20 PM Filefolder .;4 Libraries Program Files 2/26/20154:02 PM Filefolder Documents Program Files(Alli] 2/17/20168:42 AM Filefolder ,1 Music SWSetup 5/15/201410:53 AM File folder Q Pictures Temp 517120154:42 PM Filefolder ®Videos Users 211120167:52 AM Filefolder 09p Computer f]Smith Jamie-2915-09-25-LSCC 313012016 9:07 AM Adobe Acrobat J. 3 K6I IL idochddd(G) E?Apps(lldoc-sco-fs011vo11](F:) Q jamismit CAdoc-sco-fs011vol11home)(H:) 4 vo13[lldoc-sco-fs01)IP:) Filename: Smith,Jamie-2015-09-25-I5CC All Files Open Cancel 5. Click Upl'aad Step 2 Click the Upload button to start uploading_ Upload 6. Wait for the file to upload. You will see a"waiting to be scanned"next to the file name. Core Profile I Service I rchedi le I History Contacts Notes Vic Refresh Filter u Tagged New Previous Nex Documents 2 documents on file.You may have a maximum of 5a documents on file. Kind File Name Uploaded CJ Smith, Jamie-2[715-(78-25-ISCC (waiting to be scanned) Q3l30l16 11:14 AM Edit CJ Application-New Volunteer Application JUOV16 8:07 PM Edit Check all Unheck all Click Delete to delete the checked documents: Delete 7. If you don't see the file, click Retres�' from the bottom of the page. 8. Once the download is complete, you will see the new file next to the volunteer application. March 2016 Page 12 of 33 IDAHO DENRruENFOV CORRECTION Core Profile I Service I Schedule I History Contacts Nates I ilio Docs Refresh Filter ,, Tagged New Previous I Next Documents 2 documents on file. You may have a maximum of 50documents on file. Kind File Name Uploaded CJ a Smith. Jamie-2015-09-25-ISCC 03130/16 11:12 AM Edit O a Application-New VolurdeerApplication 01/04116 3:07 PM Edit Chock all Un-check all Click Delete to delete the checked documents: Delete March 2016 Page 13 of 33 IDAHO DEPUrWE.VT or• eoRREc rfo!v V. Update Volunteer Record for Approved Volunteer If the volunteer's application was approved, complete each of the following steps in this section. Go into the volunteer's record in Volgistics by selecting Ciiafrom the left menu column and select Mor the letter of the last name of the volunteer and navigate to that volunteer's record. NOTE: Do NOT use the "Previous" or"Next"buttons while updating the volunteer record. It will take you to the `previous' or `next' volunteer record and can lead to changes in the wrong record. Application, Test Core Profle Service SchedWe History Contacts Notes Vic 0 - Save Cancel Archive Delete Cambirre New Previa Next Tagged copy Name Last Name: Application Status: Pending ■ 8 First Narne: Test Middle name:0 l� A. Change Status from Pending to Active 1. Under the=tab, update the Status from "Pending" to "Active." Click . Profile Service } Schedule History 1 Contacts 1 Nates Vic Save Cancel Archive Delete Com Gine New Previous Next f Tagged C.Py Name Last Name: Hess Smith Status: Active 8 First Name:1,11.nnie Denied Middle name:F��Title:O+ Inactive Alias: Pending Address Mailing 1299 N_Orchard St_.Suite 716 Ham.: (208)672-3432 0 akto rsn Address: Street Address: Work: (208)672-3432 0 ak to can City: Boise Cell [208)672-3432 O State: Zip: ak to can OID Zi 837D6 ext [ 8 P: T p Na postal mail 0N.email Fax- Messaging: 0 Na text message Email:hamismitoidbcclalho_gov Web site= J ite tat , 5 Life: YTD: MTD: Hours- 0-00 0-00 0-00 Years of service-Nave Date of last activity-Nave Save Cancel Archive Delete Campine 0 0 Next NOTE: Skip the Erofile tab. All of the information in the ® tab was already populated with the volunteer's online application entries. March 2016 Page 14 of 33 IDAHO nEr.+ME:YTOF CORRECTION B. Update Service Tab The tab will be used to view the facility the volunteer is assigned to, the type of volunteer, the date the initial application was approved, the date the new volunteer training is completed, the date the facility orientation was completed, and the type of volunteer service. 1. Select the tab. There will be a box for Assignments and a box for Enter the following volunteer information in the I Assignme section: • Application, Test Care l Profile Service ' Schedule History I Contacts Hates vi _ u Tagged New Previous Next Assignments Add gnmell nt: ■ of Volunteer Level 1 Volunteer ■ Initial Application0MM New VolunteerTrainirg Completed: Approved: r - - Facility Orientation® Completed: of Volunteer L31 ■ ervice: Save Cancel Service Add Assignment: ■ 2. Select your facility from the drop down menu next to Assignment: 3. Select the Type of Volunteer from the drop down menu next to Type of 1olunteer: This will automatically default to Level 1 Volunteer, but be sure to select the appropriate category, for example, if the volunteer is a limited service volunteer, that option needs to be selected from the drop down. Initial Application 4. Enter the date the volunteer's initial application was approved in the Approved: section. If you do not have record of the date the initial application was approved, enter the date of the last signature of the most recent application. 5. Enter the date the New Volunteer Training was completed in the New Vol unteerTraininiq completed: section. NOTE: New Volunteer Training is different from the Annual Refresher Training. March 2016 Page 15 of 33 IDAHO UE!'�lR7:�lE:YTf�F eoc rfox Facility Orientation 6. Enter the date the Facility Orientation was completed in the Completed: section. If this hasn't been completed yet, leave it blank. Type of Voluntee 7. Select the type of service from the drop down menu in the Service: section. This list includes the most common types of volunteer service, including faith-based and secular options (e.g. AA/NA, Vocational, etc.). 8. Application, Test ' Care 1 Prufle Schedule History Contacts Nates Vic -� - Tagged New Previous Next Assignments Add Assignment:I ISCC Volunteer ■ Type of Volundeerl Level 1 Volunteer ■ is Initial Application 03142015 ® New Volunteer Training Completed: 0312-2015 Approved: r Facility Orientation Cam pleted: MM ' Type of Volunteer Jehovah's Witness ■ service= 4 � Save Cancel 9. Once the information is entered, click Save . 10. The information entered will be saved as a line item under assignment. Notice, the Coordinator column will automatically populate the VRC's name based on the facility. 4■/Volgmtics x volgistic Inc.[us] https://www.vDlyistics.com/ex/cove.dI l/?NaVTD=OVR Apps * Bookmarks ❑ C-1—i—Links ED Imported From IE Q Central Desktop t(Message Archive.... volgistics VolunteersApplication, Test Care prorile Schedule I History I Contacts I Nates O Tagged New Previous Next Assignmerrts O Initial New Volunteer Facility Type of Assignment Voncelurdeer Application Training Orientation Volunteer Coordinator Approved Completed Completed Service ISCC VolunteerLevel Robert Black 1 Jehovah's [Idaho State Volunteer 03142015 0312-2015 Witness Ken Sots Edit Qelele Correctional Martin Sorxierman Center] 11. If you need to edit, the information, select the small orange E� button to the right of the entry. March 2016 Page 16 of 33 IDAHO jDEP4RruF:VT or• CORRECTION IU Volgistics % F = C a volgisticsInc.[US] https://www.vc)lgistics.cam/ex/core.dII/?NavTo=CVR Apps * Bookmarks [) Customize Links C]Imported From E 9 Central Desktop +(MessageArchiuer.... VolunteersApplication, Tes# Core profile EL"le 'I History I Contacts Notes Vic �• � . � Tagged rNew Previous Next Assignments Initial New Volunteer Facility Typeof Assignment Type ol nteer Application Training Orentation Volunteer Coordinator Approved Completed Completed Service 15CC VolunteerRobert Black LStateevel 1 Jehovah's Correctional me Volunteer 09-14-2015 09-12-2015Ken Mart neSonderman ' Center] 12. For example, to update the Facility Orientation Completed date, select the orange Eil button. An Edit section will pop up. Application, Test Care 1 pr aFile 1_ Schedule ) History I Contacts ) Notes i Vic i Schedule O Tagged New Previous Next Tickler Assignments 8 .o Initial New Volunteer Facility Type of Tags Assignment Volunteer Application Training Orientation Volunteer Coordinator Sets "i Approved Completed Completed Service Print CC Volunteer Rul— daho State Level1 Jehovah's Black Mailbox orectional Volunteer 0314-2015 6312-201E Witness Ken Solts E,I: Cele,e Martin Who's Here enter] S on d erm an Setup Edit Welcome Assignment: ISCC Volunteer ■ Type of Volunteer.I Level 1 Volunteer ■ Initial ApplicationWI1 2015 ® New Vol unteerTrainirg Completed:0312-2015 �f TY;-i ity M.- se". Type❑ : Save Cancel Facility Orientation 13. Enter the ° ��et - in the Edit section and click Save . March 2016 Page 17 of 33 IDAHO ' _ CO111E,11411 P rfo"v �che�lule NOTE: Skip the tab at this time. The volunteer's schedule cannot be added through this tab,but will be added through the = section after all of the volunteer records are added. C. Update History Tab The Hm tab is used to document"Checklist" items. Checklist items include the Annual Background Check and the Annual Refresher Training. These are two items that are required on an annual basis. Updating this tab is one of the most important steps! 1. Go to the ustory tab. Notice, the status change from Pending to Active is automatically documented in this tab. a 0 Application, Test core I Profile I Service Schedule Contacts Nates Vic ScheduleSave Cancel ❑Tagged New Previous Next Tickler Checklist Post Checklist items Tags Annual Background Check Sets Annual Refresher Training Due Print Save Retresh Mailbox Dates Startdate:t18-24-2015 6 Date entered.03-211-2015 O WhUs Here Stop date: 8 Selup Event Date Expires Notation Welcome Status Active 08-242015 Edit aeiere Help Status Pending 08-20-2015 Edit aeiere Edit EXR Add a:0 date Event. Date. 03142015 J Expires:F- Save Cancel March 2016 Page 18 of 33 IDAHO DEPUMENT or• eoRREc HON 2. In the Edit section of the Hist° tab, select Checklist from the dropdown menu. Core Prefile Ser vi re I schedule �� CINM11:rs Nrres Save Cancel LJ-fagged New FPrevio I Next Checklist Checklist items U Annual Background Check D Annual Refresher Training Due Save f7elresh Dates Start date:t)8-24-21)15 8 Date entered:08-2t)-2015 8 Stop date: v Event Date Expires Notation Status Active 08-24-2015 Edit Qeleie Status Pending 08-20-2015 Edit DeIol Ed it Add a: * date Statu s Event: Date: Class ® Expires: Mai I Save Cancel 3. Under Event, the two checklist items will be available in the drop down menu. a. Select Annual Background check i. In the °ate_ section, enter the date of the last signature on the Volunteer Application Review Form. E�pires= ii. In the section, enter one of the four quarterly due dates: January 1,April 1,July 1, or October 1 of the following year. Make sure the due dates of your volunteer population are staggered evenly between the four dates, i.e. 1/4 are due January 31, 1/4 are due April 30, '/4 are due July 31, and 1/4 are due October 31 of the following year. Notation: iii. In the section, leave this section blank until it's complete. iv. Click Save . March 2016 Page 19 of 33 IDAHO jDEP uMENTor• CORRECTION Cae I Profile I Service 1 Schetlule `— CaMacts i Notes I Vic Sane Cancel ❑Tagged 0 0 Next Checklist Checklist it... Annual Background Check(due again o03142016 Ren dd l —�Annual Refresher Trai ning Due pp Sa✓e Refresh Dates Standate: a 0ateentered:DR-20-2015 V Stop date: e Event Date Expires Notation Status Active 03142016 Edit oeieie Status Pending 08.20-2015 edit oetete Checklist Annual Background Check 03142015 03142016 Edit oelele Add Add a:O+ date Event_ Date-1]3142015 II® Expires: ® Save Cancel b. Select Annual Refresher Training Due i. If this is a new volunteer, enter the date the New Volunteer Training as completed in the Eil section. Expires: ii. Training is good for a full calendar year. In the section, enter December 31 of the next calendar year. For example, if the New Volunteer Training was completed on 9/14/15, enter 12/31/16. Notation: iii. In the section, leave this section blank until it's complete. iv. Click Eil. Care Profile I Service I Schedule Contacts I Nates Vic Save Cancel a Tagged New Previous Next Checklist Checklist items r Annual Background Check(due again on 0314-2016 Renewed) Annual Refresher Training Due(due again on 12-31-2016 Renewed) Save Refresh Dates Startdate: Q Date entered:08-211-2015 0 Stop date: Event Date Expires Notation Status Active 03142016 Edit Delete Status Pending 08-20-2015 Edit r Checklist Annual Refresher Training Due 03142015 12-31-2016 Edit Ca,_ Checklist Annual Background Check 03142015 09-14-2016 Edit C Add NOTE: The Checklist items will automatically update at the top of the screen with the expiration dates entered! Make sure you enter the expiration date and that it's accurate! March 2016 Page 20 of 33 IDAHO jDEPUMENT or• CORRECTION Core 'I Profile 'I Service 'I schedule History Contacts Hates Vic Save Cancel ❑Tagged New Previous— FNxt Checklist Checklist items 4 Annual Background Check(due again on 0)-142016 f?enerred } Annual Refresher Training Due(due again on 12-31-2016 f?ene;;eo} Save Refresh Dates Startdate: 6 Date entered.03-20-2015 6 Stop date: 8 Event Date Expires Notation Status Active 03142016 Edit Delol Status Pending 01212015 Edit Delele Checklist Annual Refresher Training Due 0)-142015 12-31-2016 Edit oelere Checklist Annual Background Check 03142015 03142016 Edit Delew Add 4. Notice, the check box is checked next to this checklist item,but the next expiration date is documented. Do not click on the button next to the Checklist item! Note: If you click on the small orange button next to the Checklist item, the item will automatically be marked completed and will be added as a line item in the Dates section of the HlStary tab. Be careful not to select this button if the item hasn't actually been completed!!! March 2016 Page 21 of 33 IDAHO DEPUruE:urf)F CORRECTION VI. Duplicate Volunteer Records Volunteers continuing to volunteer DO NOT need to resubmit their application on an annual basis! The Department will complete a background check and approval of the volunteers on an annual basis, but this no longer requires re-application. 1. If they resubmit an online application, Volgistics will recognize that it may be a duplicate. If this occurs, go to your M, click the `PPI' t1°"$ tab. Check the box next to the application and click . It's important to delete the application if the volunteer is already in the database because the application will create a new volunteer record and there will be a duplicate in the system. Mailbox In Box I Out Box Service I Help Eartail I Documents khedUle Ref esh Fickler Applications 8 LI All sites 8 Fags You have 1 pending applications Name Street Cittf Aoolicatian Pasted TyW LI Hess Smith,Jamie 1299 N-Orchard St-, Boise,In Volunteer 007-2015 cation Farm 11:02 am T This applicant may already be in the database as: Jamie Hess Smith 1299 N.Orchard St.,Suite 110 Jamie Street Boise In 83706 t jam is m it@ idoc.idaha-gm Check all Urrc heck all Click Receive to move the checked applications into the database: Receive Click Delete to delete all of the checked applications: Delete lift Your database has space far 19%ad d iti onal val unteer records 2. If you manually enter a volunteer that is already entered in the system, Volgistics will identify if there is a duplicate. Click Cance and do not enter the duplicate record. Volunteer �' l.,:.n:c 1I 3err�e Sd,a�tla I Nls[orS` Lui„a cts Nmas I Vic Possible tluplicate _ This new volunteer recorxl for Volgisdcs Testing has rw1 been saved yet because there may already be a recorci inr Ihem in the system. Pending appii[Ml— Test Application(744a9a) 000 Mailing Address Base In 00000 000a00�gmai 1.[emm If you want to save this new record anyway,click the save hutton again.Click the Cancel button ify ou do not want to save this new volunteer record. Name Last Name:Testing sous: Acb— Q First Name:VotgGliCs Middle names Address 3. If a duplicate record is entered, contact the Administrator and request the deletion of the duplicate. Make sure you know which volunteer record needs to be deleted. March 2016 Page 22 of 33 IDAHO DENP2WENT or• eoRREc HON 1. Volunteer at Multiple Facilities A. New Volunteer 1. When submitting the online volunteer application, volunteers are only able to select one facility. 2. If the volunteer wants to volunteer at additional facilities, notify the VRC(s) at the other facility site(s). 3. VRC's statewide will be able to access the volunteer application through Volgistics and the signed Volunteer Application Review Form from the P Drive. 4. Make sure the Volunteer Application Review Form is completed for each site prior to accessing additional sites. B. Route Clean Volunteer Application Review Form for Facility Approval 1. Obtain the other facility's Application Review Form from the ® tab. Make sure the background check has been completed within the year. 2. On a clean Volunteer Application Review Form, note that the background check has been completed and reference the date. If applicable, ILETS Results Also known aslAlias: States Needing Query Rini: Disclosures: Relatives in System: Felony Record? ❑ Yes ❑ No Misdemeanor Record within 5 years? ❑ Yes ❑ No Valid Driver's License? ❑ Yes. State Issued: ❑ No Motor Vehicle Record? ❑ Yes ❑ No Brief description of record(s): Please see SiCI's Review Form notes. The background check was completed on 3/30/16. ILETS Operator Signar re: Date: 3. Complete the VRC section of the clean form. 4. Take the other facility's completed Volunteer Application Review Form and the clean one for your facility and route it for facility approval. C. Adding a Facility to Volunteer Record 1. If approved, notify the volunteer of the approval, scan and save the completed Volunteer Application Review Form in the °es tab in accordance with Section V., G. Save the Volunteer Application Review Form in the Docs Tab. March 2016 Page 23 of 33 IDAHO DEPUMENT or• eoRREc HON 2. Select � from the left column menu. Navigate to the volunteer's record. Under the 7r tab, you will see a Sees section. Sloes site: * ar+e I 3. Select your facility from the dropdown and click . Address MAIN - Home: ❑ok to call Addres Driver' Correctional Alternative Placement Program Cell: Doktocau Licens East Boise Community Reentry Center SO Nurnbei Idaho Correctional Institution Orofino Text: State Driver' Idaho Falls Community Reentry Center License Issued Idaho Maximum Security Institution City Idaho State Correctional Center Idaho State Correctional Institution Stat Mentor-Free2Succeed Nampa Community Reentry Center Messaginc. North Idaho Correctional Institution Pocatello Women's Correctional Center Erna[ South Boise Women's Correctional Center Web sit South Idaho Correctional Institution St. Anthony Work Camp Treasure Valley Community Reentry Center Sites Site: tjo 0 Save 4. Go to the volunteer's ' ' tab, and add the facility under Assignments with the applicable information in accordance with Section V., B. Update Service Tab. March 2016 Page 24 of 33 IDAHO eoRREc rfox VIII. Annual Background Check VRC's are required to initiate an annual background check on a quarterly basis. During implementation of Volgistics, backgrounds were staggered evenly to be due on a quarterly basis. E.g. 1/4 of the applications will be due January 31, 1/a will be due April 30, 1/4 will be due July 31, and 1/4 will be due October 31, of the following year. All due dates for the background check to be completed must fall on one of the four dates. If it does not, contact the Volgistics Administrator. 1. Select = from the left column menu. Click the plus sign to the left of G)Volunteer profile Click Annual Background Check Due D volgistics x JU https:llwww..lgistics.con % F 1j C 8 volgisticsInc.iusl https://www.vc)lgistics.com/ex/core.dllpNavTc)=Start Apps * Bookmarks ❑ Customim Links M Imported From 1E Q Central Desktop j(Message Archiver.... volgistics Volunteers Print pg7i Choose the kind of report you want to print. Move your mouse over any stock report to view a sample. U All Sites 0 1-Ye Style Reports Awards +]I Batch report +JI Excel spreadsheet sets IL D Service details Print 11�. D Service summary D Who's Here Statistics Setup '+Volunteer list Volunteer profile Welcome Help Create n new voltintppr nrnfilp re ort Rnnual Background Check Due Exit New o un eer pp Ica Ian Prirrt it 2. Click . Then, click Start printing Note: Please do NOT make any changes on this page. The report is already set up. March 2016 Page 25 of 33 IDAHO DEPUMENT or• CORRECTION Q vo19i't— x _ U vr,Igl:nes x E -` (; 8volgis csinatu5l https://www.vc>lgistics.com/ex/core.dll/?NavTo= E C I®volgis,,Irc.[us]https://www.volgistics.cam/ex/core,dll/?NavTo=OVR Apps *Bookmarks ❑Cush mix Links n Imported From BE 4P Central Desktop k(Mese ;;Apps *600kmarks ❑Cu--finks Imported Fmm M Q Central Deskmp r(m—',&, volgistics volgistiC9 Volunteers Print -- Print Annual Background Check A Due Include Hel sadpdmig —1l Schedule What would you like to do? Tickler Which volunteers do you want to include in this report? Tickler Post ragged vadm—rte i 0i postP e it Print this report now 3 these valn eem Tagssits t- M it Make setup changes to this report sta Print Any Print clSets 'S'Arty al these one it Create a new report based en this report ❑Active ❑ Denied ❑ Inactive Mailbox U pending Wri HereDelete it Delete this report Kind Bath individuals and groups setup `_'Individuals only cancel Return to the Print window >gaups only Welcome Help ste This report was: Any Created or last modified September 15,2015 3'32 FM by Jamie Hess Smith U Any al these EXd Last pnnted o¢September 15,2015 3:32 PM by Jamie Hess Smith u Idaho Department al Correction Note: The application will not actually print. It will be sent to your �. 3. Once you click ` pnnti . You will receive the following notification: Print Your - r r being prepared The completed report will be delivered to your Volgistics Mailbox as soon as it is finished_You may continue working in Volgistics while your report is being prepared- To view the report when it is complete, choose Mailbox from the menu-The report will appear in your In box. 4. Select = from the left column menu. Notice, you will automatically be in the tab. Click the '°`nnyal Background Check DLe Ireport. If you don't see the report, click the Refsh button from the Volgistics screen, not the website window. March 2016 Page 26 of 33 IDAHO bEP4RMF.VT or• e0R11,rc rfo!v Mailbox Out Box Applications .� Service Help E-mail Documents r� r Refresh In Box 0 '—' All sites 0 •� Kind To Re rt y� 0�1rr2d15 3:32 p Annual Background Check Due ie Hess Smith f 4 Check all Un-check all Click Delete to delete the checked messages= Delete ' Help ' This is where you receive the reports you print from Volgistics,as well as'alert'messages.To view a report or a message,click on the Subject. To clear)-up old reports or alerts,place a checkmark next to any you no longer need to keep,and then click the Delete button. 5. A new window will pop up with the report. NOTE: The report includes the information the ILETS Operator needs to run a background check: volunteer name, driver's license number and state issued, date of birth, SSN, and gender. There is also the Assignment, so we know which facility/facilities the person volunteers at, and the checklist information. 10 https://www.volgistics.co % [us] https://www.vc)lgist[cs.com/ex/rpts.dii/Download?ID=2Bix8W4c)QiaGX7u3NO2QyUFbOUc)nd42a&PDF=539687712D42262T755 mize Links 71 Imported From IE Q Central Desktop +(Message Archiver:... Annual Background Check Due Idaho Department of Correction Test Application Application,Test Address Driver's License Number&State Issued: Id Personal Date of birth: 01-01-1960 Social security number: 000-00-0000 Gender: female Assignments Assignment ISCC Volunteer Checklist Annual Background Check[due again 09-14-2076] Annual Refresher Training Due(due again 12-31-2015) Oates Date Expires 09-16-2015 09-14-2016 09-15-2015 12-31-2015 Approved(sig natuey Date March 2016 Page 27 of 33 IDAHO DEPUME:YTOF CORRECTION 6. Print the report and submit it to the ILETS Operator. Notice, there is a signature block for the ILETS Operator to note whether the application is approved. 7. If the status of the volunteer's background check has changed from the previous year, the ILETS Operator will need to complete a new Volunteer Application Review form. IDAHO DEPARTMENTOF Volunteer Application Review Form CORRECTION For use by the Idaho Department of Correction ONLY Volunteer Name: Date: Last First MI ILETS Operator Crinninal Background Check ❑No criminal record. ❑ No misdemeanor drug conviction within the last 3 years. ❑ No felony conviction. ❑ Has uuuisdemeanor drug conviction within the last 3 years(Complete section below). ❑ Has a felony conviction(Complete section below). Is the volunteer on an offender visiting list? ❑ Yes ❑ No ILETS Operator Name (Print): Assoc.f#: Work Location: I Phone: If applicable,ILETS Results Also known as!-"Alias: States Needing Quer Run: Note: If nothing changed from the previous year's background check, the application DOES NOT need to be routed for facility approval. March 2016 Page 28 of 33 IDAHO n;4 NR MEET or• eoRIMUc rfoN IX. Mailbox A. Sending Messages to Volunteers 1. Select from the left menu column. Go to the X41# °'� tab. Mailbox in Bak Out Bon plrcatlocs Service H9lp F[null I ppcu:nenrs Recent ..bitiec Deleked Refiash I Send a message Out Box 0 All sites Empty ra �MS Here zlup Help Use this tab Io send messages to volunteers or roardinators via email or Vic Mail(Vic Mail is mai] elcome volunteers and coordinators receive In VIcNet).Click the Send a message button to send a neer message naw To clean-up old messages,place a checkmark next to any old messages you no longer need to keep, and fhen click the Delete button 2. Select :,en❑ a message . Mailbox In Bir[ Out Bax 1312atlons I Service Help E-mail Documents I Recent Areheved j Deleted 1 Ref�sh U5end sesmapage I Out Box 0 All sines Empty . 4J Help Use this tab Io send messages to volunteers or roordinators via email et Vic(Nail(Vic Mail Is mai] - volunteers and coordinators receive In Violet)-Click the Send a message button to send a neer rnes,sage now To clean-up old messages,place a checkmark next to any old messages you no longer need to keep. and then click the Delete button 3. From there, you can send a message by Email, VIC mail, or Text Message. The Email option will send the message to the volunteer's personal email that was entered in their volunteer record. VIC mail will go to the Volunteer Portal. Text Message will go to the volunteer's cell phone. Check the box next to the option you wish to send the message. March 2016 Page 29 of 33 IDAHO DEPUruENT or• CORRECTION New message verc;his message by: Ernair I_ vAG mail Text Message From. Jamie Hess Smith Uamismit@idoc.idaha.gov) TO: volunteer's � r Tagged volunteers( 1) All Actlive * volunteers ,4 All of the vdurAews in this Set=I Applic ation B,Agreement Renewal Required ; ❑ All volunteers Coor+dimors UI IF U Alr coardinatom (16) Buts eu: A#tachment: None Message: 4. Under"To:"you can send it to Volunteers and/or Coordinators. a. Under Volunteers, you can select a volunteer from the drop down men, select Tagged volunteers, certain volunteers based on their status (Active, Pending, Denied, or Inactive), volunteers within a specific Set, or all volunteers. New message Send this message by: I Email I_ "C mail L Text Message From:Jamie Hess Smith{amismit@idoc.idaho.gov) C D •Ieersthis Set: pylicanon B reement R Coordinators U I ■ 1_I All coordinators(16) Subject: Attachment: None ■ Message: b. Under coordinators, you can select a specific coordinator from the drop down box, or send the message to all of the coordinators. March 2016 Page 30 of 33 IDAHO DEPUfWNT or• eoRREc rfo!v New message Send this.message by: Email' VIC mail _' Text Message From.Jamie Hess Smith(j ismit@idoc.idaho.gov) To. Volurneets L1 U Tagged volunteers(1) LJAll Active T w4unteers r.All of the volunteers in this Sat:i Application$Agreement Renewal Required D Ail Coordinators UI Alt coordinators(16) Subject: Attachment: None • Message: 5. Enter the subject of the message, any attachments needed, and the message. Remember, you are representing the volunteer services for the entire Department. Make sure your message is professional and related to the volunteer services. 6. At the bottom of the page, you can Save to send later, Send now, or Cancel. Save to send later I Send now arrGel March 2016 Page 31 of 33 IDAHO DENRfWNT or• eoRREc rfoN X. Scheduling 1. Select the � tab from the left menu column. Schedule � Calerdar Monday,August 24,2015 FA W-7 24 • 2915 F&i] ® Nex[day 6�aB 111 y�shoat •• Schedule a volunteer Volunteer.S Sets 0 Assignment:Print + From:0 toMailbox Frequency: O One time: August + 24 • 2915Who's Here + U Regular Setup Sun Man Tue Wed Thu Fri Sat Every ❑ ❑ ❑ ❑ ❑ ❑ ❑ • 1st ❑ ❑ ❑ ❑ ❑ ❑ ❑ - 2nd ❑ ❑ ❑ ❑ ❑ ❑ ❑ 3rd ❑ ❑ ❑ ❑ ❑ ❑ ❑ 4th ❑ ❑ ❑ ❑ ❑ ❑ ❑ 5th ❑ ❑ ❑ ❑ ❑ ❑ ❑ Alternate ❑ ❑ ❑ ❑ ❑ ❑ ❑ Time period:Starting: August * 24 + 2915 O Ongoing O Ending: August * 24 + 2915 This schedule entry is not linked to an opening Save Cancel 2. Select the volunteer from the drop down menu. Enter the volunteer service schedule information. Schedule Calendar Monday,August 24. 2015 FA—.g+ F2-4-- z915 ® Prey day Next day Yew View Schedule a volunteer Volunteer. Application,Test ■ Assignment: ISCC Volunteer[Idaho Department of Correctionlldah...] ■ From: 19:U9 a ■ to 11:99 a ■ Frequency: ❑ Onetime: August ■ 24 ■ 2{115 ■ [.j Regular. Sun Man Tue Wed Thu Fri Sat Every Q ❑ ❑ ❑ ❑ ❑ ❑ list ❑ ❑ ❑ ❑ ❑ ❑ ❑ 2nd ❑ ❑ ❑ ❑ ❑ ❑ ❑ 3rd ❑ ❑ ❑ ❑ ❑ ❑ ❑ 4th ❑ ❑ ❑ ❑ ❑ ❑ ❑ 5th ❑ ❑ ❑ ❑ ❑ ❑ ❑ Alternate ❑ ❑ ❑ ❑ ❑ ❑ ❑ Time period:Starting: August ■ 24 ■ 2915 ■ iji Ongoing O Ending: August ■ 24 ■ 2915 ■ This schedule entry is not linked to an opening Save Cancel 3. Click . March 2016 Page 32 of 33 IDAHO DEPUMENT or• eoRREc HON 4. Select � from the left menu column. Navigate to the volunteer's record. Select the sche�u�e tab. You will see the volunteer service schedule that was just entered from Application, Test care ` Profile i Service 1- History i CnMacts 1 Nates i Vic i Docs 1 Schedule n Tagged New Previous Next Post qW August 2015 Aug ■ 2015 ■Tags ® Prev month Next month Pon.. Yew sets Assignment From ToPrint Sunday,August 30,2015 Mailbox ISCC Volunteer[Idaho State Correctional Center] 10-00a 11-00a r Edii r<.,--- S Setup. Add to schedule Welcome Choose the Assi nmentyou want to schedule this volunteer for,then click Go: Help CAPP Volunteer[Correctional Alternative Placement Program] ■ Exit -1 Regular Schedule Assignment From time To time Days Starting Ending I SCC Volunteer[Idaho State Correctional Center] 10:00a 11.00a Su(every) 08-30-2015 Ongoing Edit Rem— FN--, emoveNext March 2016 Page 33 of 33