Workshop: Control Panel Basics

1. EASY-SPEAK HELP DESK
28 JULY 2016 WEBINAR: CONTROL PANEL BASICS
COACH CAROLE AND FRIENDS
HELP DESK ENQUIRIES: EASYSPEAKCHAMPION@GMAIL.COM

2. NEW RESOURCES:
EASY-SPEAK MADE EASY – ONLINE COURSE
1. https://toastedtraining.wordpress.com/2016/07/22/control-panel-in-easy-speak/
2. https://www.youtube.com/user/easySpeaksupport
3. https://www.facebook.com/groups/easy.speak.community/
4. https://drive.google.com/file/d/0B7aKTlCeb5i0Rjgxc05ldUlpYUk/view
https://toastmasterstraining.moodlecloud.com/course/view.php?id=4

3. WHAT IS THE CONTROL PANEL?
WHO HAS ACCESS TO CONTROL PANEL?
HOW DO YOU ACCESS CONTROL PANEL?
WHAT DO YOU DO IN CONTROL PANEL?

4. KING ARTHUR’S PLAYGROUND: CONTROL PANEL
Minnie
Mouse
VPE

5. THINGS TO DO IN CONTROL PANEL: MEETINGS & OFFICERS
• Manage the Meeting Roles
• Manage the Club Officer
Roles

6. MEETING ROLES
• Which meeting roles will you add
• How will those meeting roles display
• How do I edit them
• Will they be assignable
• Will they be fillable
• Can they repeat
• Can they be auto-assigned
Videographer
Role
Toastmaster
Role

7. EDITING MEETING ROLES
• Determine the role name and
abbreviation
• Enter the link to the Knowledge Base
article
• Answer Yes or No to the options
• Save changes

8. THINGS TO DO IN
CONTROL PANEL:
CLUB OFFICER ROLES
• Edit the role to include more or less
permissions
• Add new roles as required
Edit to give
VPM extra
permissions to
format the
Home Page
Add an
Assistant VPE
with
Scheduling
permissions

9. EDITING OFFICER SETTINGS
• Determine how the officer role
with display
• Add the link to the Knowledge
Base article
• Select appropriate permission
settings
Permissions for an
Assistant VPE

10. THINGS TO DO IN CONTROL PANEL: LOCATION MANAGER
• Add new club meeting venues in the Location Manager
• Edit existing club meeting venues when required
Online Clubs:
Add your Virtual
(internet Meeting
location)

11. VIRTUAL (INTERNET MEETING LOCATIONS)
• Online meetings in GoToMeeting can be added like this

12. THINGS TO DO IN CONTROL PANEL: CLUB SETUP
• Select the Club Setup option in Control Panel
• Select the edit icon for the site you are setting up

13. CLUB SETUP PANELS
• Full club name and
short name
• Admin email address
• Links to club’s website
and social media
• Subdomain
http://kingarthurs.districtwebmasters.org/

14. DISPLAY
• Language and time zone
• Date format
• Privacy preferences
• Other preferences
Yes, to display
member awards
with their
usernames
Add local
time zone
for club

15. OPTIONS
• Say Yes to use:
• Membership Survey
• Outstanding Toastmaster
• New Visitors Chart
• Photo Gallery of Members
• Select Stats Calculation Dates
Outstanding Toastmaster option
provides a method of calculating
annual awards

16. ROLE ALLOCATION
When to make agenda visible?
When to prevent online user changes?
Who to
send
Speech
detail to?

17. MEETINGS: TIME AND PLACE
Set your default location:
select from dropdown list

18. MEETINGS: AGENDA PREFERENCES
Important details can be
added for printing on all
agendas

19. MEETINGS: PERMISSIONS
• Select who has editing, assigning and follow up permissions

20. TMI INFORMATION
Who to contact?
Details appear on Home Page

21. THINGS TO DO IN CONTROL PANEL: MEETING AWARDS
• Add new meeting
awards
• Customise your new
meeting awards
• Prioritise your awards
• Viewed on agenda
when meeting closed

22. ADDING A NEW AWARD
• Creating a new
custom award
• Most Improved
See below the New Award
screen for how to Convert Roles

23. THINGS TO DO IN CONTROL PANEL: MEMBER SURVEY
Use modified version for
surveying your members

24. MEMBER SURVEY: EVALUATE YOUR CLUB
• Delete or edit
questions in any
part of the
Member Survey

25. THINGS TO DO IN CONTROL PANEL: MEMBER STATUS
• Edit or
Create new
member
status
where
required
Include a Prospective Member
for those who visit and may join

26. THANKS FOR ATTENDING
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MONTHLY WEBINARS WILL BE SCHEDULED FOR:
AUGUST, SEPTEMBER, OCTOBER & NOVEMBER 2016