Volunteer-User Guide

208 W 2nd Street Suite 201

Muscatine, IA 52761

Phone 563-263-5963 | unitedwaymuscatine.org

Table of Contents

Contact Information3

Chapter 1

Accessing e-CImpact website4

Volunteer Registration5

Navigation Menus6,7

Chapter 2

Assignments8

Evaluations9

Packet Attachments10

Saving & Submitting Evaluation(s)11

Contact Information

Technical support for the e-CImpact online system is provided upon request by contacting your Community Investment staff liaison.

United Way of Muscatine Staff
Shane Orr
Executive Director
563-263-5963
/ Lori Dietrich
Office Manager
563-263-5963

Nichole Sorgenfrey
Program Manager
563-263-5963
/ Kim Warren
Resource Development Manager
563-263-5963

CHAPTER 1

Accessing the e-CImpact website

Investment Volunteers will use e-C Impact, an online grant management software tool designed specifically for United Way’s investment process. Through the site, volunteers can:

  • View andprint funding applications and financial information for programs and organizations to which they are assigned;
  • Complete and submit the Evaluation forms for each program to which they are assigned;
  • Manage their personal profile information, including any and all conflicts of interest that may exist; and
  • Access a Resource Center forsupporting documents and reference materials to assist them with evaluation.

Access the volunteer website by entering the URL below into your internet browser. A good practice is to bookmark thisURL in your web browser Favorites menu for easy return access, as the URL must be exactly as seen to navigate properly. Additionally, a link to the Volunteer Site login page is always accessible from the home page of UWCE’s website, unitedwaymuscatine.org. Look for the e-C Impact logo at the bottom of the home page to be directed to the proper link within our site.

If you get a screen that asks for the organization code, please check to see that the URL has /?org=17425U written at the end ( as seen below)

NEWVolunteer Registration

Volunteers that do not have a login can register from the login screen; click “Create an e-CImpact account” (as seen above). Enterthe profile information requested (as seen below) and be sure to identify any conflict of interest that applies (note: during registration you can only identify one conflict from the drop down list of organizations; however, once registration is approved, you may add other conflicts, as needed). Please be aware that identifying a conflict does not necessarily exclude you from participation in the volunteer evaluation process, altogether, rather it will assist your UWM staff liaison in ensuring that you are not assigned to any programs for which a conflict with the managing organization (agency) exists, so please be thorough in your assessment of conflicts. When your registration is approved you will be notified via e-mail and instructed to access the site to update additional profile information, conflict(s) of interest, etc. Log in to the site at the same URL noted on page 4 of this guide and use the login and password you created for yourself during the registration process.


Navigation Menus

Once you have accessed the volunteer site, you will begin on your personalized home page (as seen below), and will use the various navigation menus on the left to access differentsections of the site. Within each section, underlined titles indicate a link to a specific area. Click any underlined link to view/update information therein.

Home: takes you back to the home page (as seen above)which,in addition to the navigation menus to the left, displays an interactive Calendar of Events and any current news items or announcements UWCE wishes to share.

My Account: enter and update personal contact information here.

Demographics:general demographic information.

Supervisor: if applicable, you may provide contact information for your supervisor and can indicate your preference for United Way to send a note of thanks for their support of your volunteer service.

Conflicts of Interest: identify any and all conflicts with organizations (agencies) for whom United Way provides program funding.This will help your United Way staff liaison to ensure that you are not assigned to review any program for which a conflict exists or may be perceived to exist. United Way defines conflict as any interest in a transaction or decision where one’s business or other affiliations, family, employer, or close associates will receive a benefit or gain.

Click “Add New Conflict of Interest” and choose the name of the organization from the drop-down list provided, or write-in the name of an organization and describe the nature of the conflict (i.e., employee, spouse of employee, Board Member, etc.)

CHAPTER 2

ASSIGNMENTS

Once you click on the application link from the Evaluations Menuan overview of all of your assignments will display, including: the organization, name of the program, status of the Evaluation Form for that program, and the actions you can take.

Evaluate: to access the Evaluation Form and view/print thee program application.

Print: to print the entire program application to PDF or HTML.

Within each assignment record, you will have access to the Evaluation Form - click “Evaluate” to work on the form, and can use the links to review or print each section of the application under the Available for Review section.

Packet Attachments

You may also find Supporting Document attachmentsby following the link within the program assignment.

Saving and Submitting Evaluations

When working on your Evaluation form(s), “Save” your work by choosing one of the save options at the bottom of the form. A form must be in “Completed” status in order to enable the “Submit This Evaluation” link (see below).

Save My Workwill save any newly entered data without leaving the form and change the form status to “In Progress”.

Save My Work And Mark As Completed will save any newly entered data and change the form status to “Completed”, which is the requirement for submission.

Once you are done with your evaluations, you may Submit them.

1