The Organization Accounting tool is an add-on feature that allows campuses to manage annual budget allocation and tracking for the organizations in their communities. In this training, we will cover an introduction to utilizing Organization Accounting, including enabling funding and purchase requests for your organizations, creating finance categories and types, and building additional fields you need to request of your users in the request process. We’ll also look at how to approve and deny finance requests.

Have you recently entered the role of being your campus’ primary administrator for Engage? Or, perhaps you have held the role for a bit but are ready to take a closer look at increasing use of the platform on campus. This webinar is a great place to start for new administrators, and an excellent refresh point for existing administrators. Our outstanding guest presenters will discuss their strategies for managing Engage on campus and ensuring its success and widespread adoption. We will cover topics including navigating Campus Labs resources, improving adoption on campus, and managing teams within and outside of their departments.

The Budget Management tool is an add-on feature that allows campuses to build and manage a full multiline budgeting process. In this training, we will cover how to create a budget process along with creating custom questions to meet your current needs. We’ll also look at how you can create a custom approval process that allows for both approval and editing of submissions.

Whether you recently purchased the Elections tool or are simply new to running elections as an administrator, attend this training to learn how to better facilitate your elections process using Engage! This training will explore the Campus-Wide elections tool, teaching you how to create election ballots, utilize eligibility lists, view voter results, and promote voter turnout.

This training acts as your first step in the process of implementing Co-Curricular Paths. We’ll cover all of the basics you need to know to develop a path from the ground-up. We will discuss the path structure, components that go into the building process, and different criteria you can utilize to give completion credit to users. You’ll leave this training prepared to begin the framework-building process for co-curricular paths on your campus.

Administrative branches are a powerful tool for campuses looking to expand the reach of their engagement platform on campus. Join us as we talk through best practices, communication strategies, and examples of how Texas Christian University coordinates their engagement efforts and administrative processes using five separate administrative branches.

New to a role in your organization and looking to learn more about how to navigate Engage? In this training, we will cover how to navigate the Explore side of Engage to discover new involvement opportunties. You will also learn to utilize the many tools your organization has available, including forms, events, news, and more! Finally, we will introduce you to the Action Center, where you will be able to manage any events that are available for review as well as re-register your organizations. Appropriate attendees include student leaders or managers of Engage organizations.

The key to a successful implementation of any product on campus is to build partnerships within an institution. This can be challenging as different departments might have different goals and initiatives. Getting everyone on the same page won’t happen overnight, but it can be done with intentional planning and patience. Join us as McGill University in Montreal shares with us their process for collaborating with many areas for successful partnerships across campus, focusing on paths as well as a comprehensive Co-curricular record. Our 2017 Collaborator Award winner, McGill will share their strategies for encouraging department participation with easy entry points and comprehensive guidelines. We’ll also discuss tips and best practices for getting buy-in on campus.

This training acts as your first step in the process of implementing Co-Curricular Paths. We’ll cover all of the basics you need to know to develop a path from the ground-up. We will discuss the path structure, components that go into the building process, and different criteria you can utilize to give completion credit to users. You’ll leave this training prepared to begin the framework-building process for co-curricular paths on your campus.

Attendance tracking on campus is a team effort! Not only do you need capable administrators and strong partnerships across the institution to drive the effort, but you also need the buy-in of your students to utilize your systems. Join our guests from the University of Connecticut and the University of Illinois at Chicago to talk about their best practices and strategies for implementing a campus-wide commitment to the Event Check-in App. We'll also discuss alternate methods for attendance tracking using Engage and review the benefits and considerations of each method.

New to a role in your organization and looking to learn more about how to navigate Engage? In this training, we will cover how to navigate the Explore side of Engage to discover new involvement opportunties. You will also learn to utilize the many tools your organization has available, including forms, events, news, and more! Finally, we will introduce you to the Action Center, where you will be able to manage any events that are available for review as well as re-register your organizations. Appropriate attendees include student leaders or managers of Engage organizations.

Whether you recently purchased the Elections tool or are simply new to running elections as an administrator, attend this training to learn how to better facilitate your elections process using Engage! This training will explore the Campus-Wide elections tool, teaching you how to create election ballots, utilize eligibility lists, view voter results, and promote voter turnout.

As a new branch administrator for your Engage community, you will first learn to locate and navigate the Branch organization and many of the tools it has to offer. At the end of this training, you’ll be able to utilize these tools to streamline your department’s communication and processes, such as News, Documents, and Forms. We’ll also cover the concept of Action Center and how you will use it to manage your department’s important processes.

In your second training, you’ll learn how to navigate your branch’s organization registration processes, from creating organization types and categories to assigning registrations to organizations. You will also learn how to approve and deny registration requests. Finally, we’ll take a look at the Positions tool and how to streamline your communication with users based on their organizations and positions.

The Organization Accounting tool is an add-on feature that allows campuses to manage annual budget allocation and tracking for the organizations in their communities. In this training, we will cover an introduction to utilizing Organization Accounting, including enabling funding and purchase requests for your organizations, creating finance categories and types, and building additional fields you need to request of your users in the request process. We’ll also look at how to approve and deny finance requests.

In this session, join David Mizell from the University of Illinois to hear about how he and his team leverage Engage’s Budgeting System. Beyond simply collecting and approving budget requests via Engage, this team takes their process to the next level, creating reports to analyze student organization funding and to encourage both fiscal responsibility and intentionality when spending student fees. If you’re new to Engage’s financial features, we’ll also be providing a general overview of the Budgeting system and how it connects to Engage.

In your final branch admin training, we want to make you an Events expert! You will learn how to manage the event request process in Engage, from creating departmental events and tracking event attendance to setting up your event request form and designating event reviewers. We’ll also walk through how to approve and deny event requests that come in. To cap off the training series, we’ll look at reporting capabilities within your branch.

Welcome to your new role as a community administrator! As a community admin, you have the highest level of access within your Engage community and access to community-wide tools. This training will teach you how to locate and utilize your community administrative tools in order to manage and report on all of your users, administrative branches, and organizations. We’ll also show you how to manage specific community admin responsibilities, including building User Additional Fields, overseeing involvement and the CCT, and managing content that appears on Community Home. Prerequisite: We recommend you attend the Branch Admin Training Series as a prerequisite to this training since many of the topics covered in Community Administrator Training training will build upon responsibilities as a branch administrator.

The Budget Management tool is an add-on feature that allows campuses to build and manage a full multiline budgeting process. In this training, we will cover how to create a budget process along with creating custom questions to meet your current needs. We’ll also look at how you can create a custom approval process that allows for both approval and editing of submissions.