BWBRS Help Guide

Page history last edited by Ariane Hoy 2 mos ago

The new and improved Bonner Web-Based Reporting System is here!  The 3.0 upgrade includes a dramatically improved user interface and a host of new features.  We're going to highlight a number of those here to help you get started.

 

Request New BWBRS Feature Wish List here.

 

View the helpful handout for students "CLAs:  Making Them Great" which can train students in writing higher-quality descriptions and CLAs for their work here. 

 

View the helpful worksheets and templates for outlining your Training Calendar on the page Planning Your Student Training and Enrichment Calendar.

 

CONTENTS 


 

  

Page Design


The new BWBRS 3.0 page has a custom color scheme, logo, and a photo for each campus, which are set under the Administrators Menu for Managing Site Settings (see below).

 

  • Page Header — beginning with the header for each page.  Foundation staff have set these up initially, but would be happy to work with any campus staff who would like to alter the initial scheme we've chosen. Here are two examples...

 

 

 

 

 

  • Student Sidebar Menu — the student's menu is much shorter and focuses only on those items that they manage.

 

 

  • Administrator Sidebar Menu — the administrators have the same sections as the student menu and an additional set of options under the Administrator Menu.  This is done so campus administrators can work with students to see exactly what they see when using the system.

 

 

  • My Status Box — on the right side of the student's front page (which they see right after they log in), they will have an easy way to track their status.  This includes their AmeriCorps status if they are enrolled...

 

          

 

There are a series of menus at the top of various page that users can use to focus the page or generate an action.  A few of these are explained below:

 

  • Student List View — this allows the administrator to focus the list of students on those enrolled in a particular program and a specific status (i.e., active, leave, withdrawn, alumni).

 

  • Service Positions List View — this allows the user to focus the list of service positions on a semester, issue area, and duration (i.e., one day event, short-term, semester long service position).

 

  • Available Actions â€” this menu changes based on the page and user permission level to allow the user to perform a specific set of actions.   For instance, this is the menu you use to print a page, add a student, add or editing an event, adding or editing a service position or partner.  In the example below we show the actions that are available when viewing a Community Learning Agreement and another for administrators to notify the Bonner Foundation to review a report:

     

 

Note:  you need to be in the list view to get the Available Action option for adding a student, service position or partner, or training event.

 

 

Positions & Events


We have made some small adjustments to this section.  

 

  • Service Partners & Positions — The detail view for each position is now consolidated with the partner agency offering those positions.  The partner is in the top section and includes a list of the position(s) they offered.  You can click on the position name (in blue) or use the << Previous | Next >> navigation at the top right of the position description box as seen below:

 

  • Training & Enrichment Events — this information remains the same, as seen in this partial screen shot shows:

 

 

Member Menu


  • Community Learning Agreements — students must complete one CLA each semester.  In addition to basic description information, the CLA asks the student to complete one Primary Service Objective, which now includes a series of pull-down menus in addition to the description box...

 

....and Learning Goals

As always, CLAs must be printed out and signed by the student, their service site supervisor, and then submitted to their Bonner Director or Coordinator to be signed.  The administrator then goes into BWBRS to approve the CLA which makes it active.  The list view indicates the status of each CLA for a particular student.  The column headers (in blue) allow you to sort the list if needed).

 

  • How to "Complete"  a CLA

 

 

  • Hour Logs — the hour log entry form has been modified slightly, allowing for submission of (a) whole hours (in one box) and 15 minute increments (in a pull-down men) and (b) indication of whether the service provided included time spent fundraising (check-box).

 

Hour log entries can be edited or deleted by first selecting the date of the hour log entry to be modified (listed in the Completed Hour Log entry box at the bottom of the Log Entry page)....

 

....once selected, the hour log entry form is shown with the Delete Entry or Save Changes buttons on the bottom right side...

 

  • Service Accomplishments —  students complete at least one Service Accomplishments Report per semester.  They use the Available Actions menu from the Service Accomplishments list page to start to Log a service accomplishment (the CLA must be in completed status before it shows up on this page. You complete it under the CLA section's drop down box).  These are required to be linked to a specific Community Learning Agreement or to non-CLA activities for a specific semester....

 

 

(Note: the Available Action menu displays all the CLAs from the member since they maybe logging their accomplishments after the CLA has been completed.) The data entry form for the service accomplishments includes a series of pull-down menus and a narrative entry field for describing what was accomplished....

 

 

 

Adding a Service Accomplishment 

 

  • End-of-Semester Evaluation — We are working on a form for student's to submit an online reflection on personal development and their service experience, as well as a short 3-4 question survey for them to rate their experience numerically.  We will let you know when this feature is ready.

 

Administrator Menu


The administrator menu includes:

 

  • Student Profile — the first screen shows a list of students, with the default view displaying students in All Programs whose status is Active.  The column headers (in blue) can be used to sort the list...

 

 

After selecting a student, you get a detail view beginning with the General information on the student (including their email address and password) and two other tabs for their Contact and Enrollment information.  

 

 

 

Note the pull-down menu on the right side that shows a list of students, which makes it easy to switch to another student profile...

 

 

The enrollment section shows the list of available program options...

 

 

After selecting a program option, the detail view shows up underneath the top box....

 

 

  • Manage Staff — this is where you control the profile and the roles of staff members who can manage BWBRS (which also determines what email notifications they will receive)... 

 

 

From the list view, you use the Available Actions menu to add a Staff Person...

 

Adding a Staff Member to Administer BWBRS 3.0

 

 

Service Position Advancement


 

 

 

There now is away to advance your Fall 2008 Positions to Spring 2009. It is very similar to how this was done in 2.9. 

 

  • Advance Position -this is found under Service Partner and Positions under Positions and Events. In the Available Action Box, please select Advance Positons.

 

 

 

  • On the next page, please select the box that corresponds with the semester you would like to advance the position. As you scroll over the title of the position, it reveals the description. This allows you to see which position your need to bring over incase there are duplicates.

  • Once you have saved the page the service position you selected to advance will be in the Spring 2009 semester.

 

Case Management


The new BWBRS system allows National Bonner AmeriCorps staff contact campus staff of certain issues with AmeriCorps paperwork. 

 

  • Open Cases -when there is an issue paperwork, such as duplicate entry, change in start date, etc..., National Program Staff will open a case. The case will be displayed in a member's account

 

  • Notifications -are sent to the campus administrator and the student in the form of a Email digest. To respond to the case, please follow the link in the digest and write a comment when the issue has been resolved or need further clarification. Campus Administrators and students can both leave comments. These comments are sent the National Program Staff in form of an email. 

 

  • Closed Cases-When a case has been resolved a National Program Staff will close the case. This will remove the case from it's initial place in BWBRS and move to the event logged. 
  • Review Open Cases- To review open cases, this can be founding under the Administrator Menu: Report: Case Overview. This overview shows the Administrator what cases are still open and need attention. By clicking on the Issue link, it gives you an overview of the issue and allows you to go the entry by clicking on "View Data Record" You can also leave a comment in this section as well. 

 

 

 

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