This new tool has been created to be a central place users can use to manage all aspects of their Kroc community centers! The Office application will ultimately replace all aspects of the existing CCMS Suite of applications that are currently used in Citrix. There will be several release phases that the Office application will go through and each one will expand its functionality and introduce new and robust tools.
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Spring 2019 - Office Dashboard, Personnel, Reports, and Security Fall 2019 - Office Winter 2020 - Ad Hoc Queries, Coaching, and Rentals
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Users of the Office application can use the application to set the settings for the territory or a specified center. The options available to users will vary depending on if they are viewing a territory or a center. RELEASE NOTES, HELP, USER
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Dashboard
The default Office Dashboard allows users to have immediate access to information they care about. The dashboard can be customized using a number of handy widgets to feed pertinent information for each users role.
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Personnel
When it comes to managing staff the Personnel module allows users to add instructors, coaches, and other staff that work at the center. Once added, users can add contact information, link to customer records and print ID cards.
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Reports
On the reports screen, users can search their available reports, set favorites or filter them by a set category. Simply select a report, run it and it will be opened in a new tab.
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| Each user will only see the reports they have been given access to run. If a report is missing, contact your administrator and request access. |
Data Managers
The data manager screen allows users to manage who has access to reports. Each report can be configured to be viewable by all users or only specific individuals. In addition, the different dashboard KPI reports can be managed to ensure only those that need to can see them.
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Security
In order to access the Office application, users will need to be added to the list of approved users. Separate from the personnel module, the users modules functionality is to grant access to the application. Each user can be awarded a variety of permissions that govern access throughout all of the Community Connect applications.
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| Users must be created and permissions granted for each aspect of the Community Connect applications before someone can use them. |
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