Welcome to Community Connect Office!
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.
Timeline for release phases:
Spring 2019 - Office Dashboard, Personnel, Reports, and Security
Fall 2019 - Office
Winter 2020 - Ad Hoc Queries, Coaching, and Rentals
Quick Overview
Login
Once a Comunity Connect user has been created they can simply log in using their email and custom password. There is also an option for existing users to reset their password if necessary (the reset password is good for 30 minutes).
Office Menu
Users of the Office application can choose to use the application for the territory or a specific location. The features available to users in the application will vary depending on the location or territory view.
The territory and location list along with what users can see and do in the application is determined by user permissions.
The Office application has a link to Community Connect release notes and a help portal with helpful documentation!
Dashboard
The default Office Dashboard allows users to have immediate access to the information they care about. The dashboard can be customized using a number of handy widgets to feed pertinent information for each users role.
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 add comments.
Reports
On the reports screen, users can search the 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.
Settings → Data Managers
The data managers module allows users to define which users have access to reports and dashboard widgets. Each report or widget can be configured to be viewable by all users or only specific individuals.
Read more about Settings...
Settings → User Security
In order to access the Community Connect applications, users will need to be added to the list of approved users. Separate from the personnel module, the users module functionality is to grant access to the applications. Each user can be awarded a variety of permissions that govern access throughout all of the Community Connect applications and modules.
