Website Manual

For Trustees

Changing Your Image

The picture associated with your account is automatically pulled from http://www.gravatar.com, a global avatar hosting system. Just create an account there with the email address you used to sign up to have your picture on our site! If you already have an account under a different email address, Gravatar will let you add this email address.

Edit Your Profile

In Dashboard, the very first option on your left sidebar should be “Edit My Profile”. If you click on that, you’ll be taken to a form that allows you to change the way your name is displayed, change your email address and password, and change the URL that your name is associated with on the Chapter Page.Please note that your email address is what you use to log in to the system with, so use one that you will remember!

Reviewing Applications

When you click on Dashboard, the default view you will have is a list of submissions to your chapter sorted from most recent to least recent. You can always return to this view by clicking on “Projects” on your left sidebar.File:ZcSF2dUz8SNtsXOODRyfHc0xweJek2kBv0agFGrweFYFq grQck81dT-9nbvL-3PF5cDY9wyloELKfs3AawfgAeMPQ61-Ra08BXHAGKSF3vlDKgGPXoThis is your filter bar, which changes what projects are displayed. You can filter projects by submission date by putting in a start and end date and then clicking “Filter”. Similarly, you can display only the projects in your shortlist by checking the “My Shortlist” box and clicking “Filter”. You can even filter for just the projects in your shortlist during a certain date range! You get the idea.The dropdown box with your chapter selected (in this example, it’s “Boston”) allows you to switch between applications for different chapters. For most folks, this will be their own chapter and then “Any”, the pool of submissions that did not specify a chapter.As you read through applications, you can highlight the ones you really like with the “Awesome” button. This is how you put projects in your shortlist. You can also see what projects everyone else in your chapter thought were awesome by clicking on “Finalists” on your left sidebar. You can also “un-Awesome” a project at anytime.

For Deans

As with trustees, almost all of your special options are accessible through “Dashboard”, which should be an option on your top navbar when you log in to the site. Once there, you should see a bunch of options on the left.

Finalists

If your whole chapter is viewing submissions through the website’s system, you can use the system to automatically generate a shortlist for deliberation.In designing this system, we took into account the variety of methodologies used by different chapters and tried to keep the automation very straightforward. Basically, as a trustee reads through applications, they can mark the ones they like as “Awesome”. They can view their own shortlist of “Awesome” projects at any time.If you go to “Dashboard” and look in your Chapter menu on the left side navigation, you’ll find an option called “Finalists”. This is a table of all the projects that have been marked as “Awesome” by anyone in your chapter, ordered by how many “Awesome” votes each got. You can also filter this list by date of submission.

Selecting a Winner

Once an application has been selected as the winner, you may designate it as such by clicking on the "winner" button on the dashboard. This will automatically set the funding date to the current date and will make the project appear on your chapter's page. If you would like to edit the description that shows up on the page, or change the funding date, click on the title of the chapter and then click on the edit button. At the bottom of the form, you will see two fields: one for the funding date, and one for the funded description. The funded description was originally populated from the main project description, but we recommend that you change this and keep it updated as the project progresses.

Changing your Trustees List

Because we imported the entire database from the old site, the trustees that currently appear on your chapter page are almost certainly accounts that should be deleted.

To create new accounts for trustees: Go to “Dashboard” and you should see an option on your left sidebar menu to “Invite a Trustee”. Select the correct chapter and fill out the rest of the information and that trustee will receive an email invite to join. Once they accept the invitation, they will automatically appear as a trustee on the Chapters page and have the ability to view all applications for your chapter.

To remove a trustee:Go to “Dashboard” and click on “Members” on your left sidebar menu. From there, find the trustee you want to remove and hit “remove”.

Promoting a trustee to Dean:If you want to promote one of your trustees to a Dean, go to “Dashboard” and click on “Members” on your left sidebar menu. From there, you can promote trustees to Dean.

Changing a Trustee’s email:If one of your trustees wants to change the email address they log in with, go to “Dashboard” and click on “Members” on your left sidebar menu. From there, find the trustee you want to change the information for and click “edit” to change their email address.

Updating Chapter Profile

RSS Feed URLThis is where you input the feed for your blog so that new updates are properly displayed Extra QuestionsYou can now append up to 3 extra questions to the application for your chapter! These will ONLY appear when the applicant selects your chapter from the dropdown menu.

Loading in Past Winners

There are two ways you can load your past winning projects into the system.1) Find the project in the database - Figure out the possible date range for when the project was submitted, put that into your dashboard, and search each page for the name of the project. Once you find it, click the “Winner for your chapter” button as usual and it should show up on your chapter page. From there, click on “edit the project” and add photos, edit the description, and most importantly, change the funding date to the correct one so that your projects are in the correct chronological order.2) Add the project manually - Click on “Apply” and fill out the project form. Put the winning fellow’s name in “Name” but use your own email so that it doesn’t send them a notification. The only field that is displayed on the project’s page is the Project Details, so you can just use placeholder text for the other two fields. Make sure to set the correct funding date and add pictures if you have them.

Uploading Project Images

To upload images for a project, navigate to the project and click “Edit Project” on the top right of the project’s page. Then, scroll down to “Upload Images for your Project”, which is usually the second-to-last question on the form.The website takes most normal image filetypes: .jpg, .png, and .gif. Images will be automatically resized or cropped to fit inside the frame, which is 940x470. Using images that are as close to this size as possible will yield best results; in particular, very tall vertical images will be poorly cropped.Each image can have multiple images associated with it: just upload each one with the “Choose file” button, then hit “Save” at the bottom. The image on top will be the one that appears everywhere on the site and appears first on the project’s page. If you want, you can return to editing the project to rearrange them by dragging and dropping to the order you prefer. I would not recommend adding more than 5 images.