Collaborative Management: A Tutorial
By BrendanOne of the most unique aspects of VeriSky is our collaborative approach to chapter discipline. Through our Collaborative Management technology, an organization can assign different roles to staff, campus administrators, volunteers, and chapter members. Each role serves a unique purpose and understanding these roles will be essential to getting the most out of your VeriSky experience.
What are the different types of user roles?
Administrators: Paid users that represent an organization's headquarters. This is the top level user in charge of creating sanctions, assigning other user roles, and managing the overall discipline dashboard. (Administrators are typically a headquarters employee in charge of discipline)
Overseers: Assigned by the administrator on an organization-wide basis. This user type can see everything that the administrator has created, including all sanctions and their corresponding terms. (Overseers are typically board members, discipline committees, or high level staff members)
Managers: Assigned by the administrator to a specific sanction. This user type is extremely important as it is the core of the collaborative management system. Once managers have been added to a particular sanction, they may be assigned to individual terms of that sanction. As the chapter completes each term within their sanction, managers are tasked with monitoring and approving the terms for which they are assigned. (Managers are typically campus administrators, local and regional advisers, as well as staff members)
Student Leaders: Assigned by the administrator to a specific sanction. This user is responsible for completing the sanctions that have been assigned to his or her chapter through the submission of support materials. (Student Leaders are typically executive officers within the chapter)
How do I assign users?
When an organization chooses to pay to use VeriSky for all of their discipline management needs, an account will be developed for that particular organization and an initial administrator will be assigned to that organization. The administrator can assign different types of users on the discipline dashboard.
Organization-Wide Users: To invite additional administrators or add overseers to the organization, click on the buttons at the top of the discipline dashboard. Remember these users are organization specific and will be able to see all sanctions developed by the organization.
Sanction-Wide Users: To invite managers and student leaders to a particular sanction, click on the buttons at the top of that chapter's sanction page. Remember that these users are assigned only to a particular chapter's sanction and can only see the data associated with that sanction.
How many users can I assign?
Currently the number of users that an administrator may assign is unlimited, although as an administrator, we suggest following these guidelines to avoid too much confusion. We tend to take the "less is more" approach to adding users.
- Guideline 1: Only add additional administrators to your account if it is absolutely necessary for someone else to create sanctions, add users, and have the power to delete data from your account. We do not limit the number of administrators that any one organization would like to have, but we recommend a single person to manage the organization's discipline if possible.
- Guideline 2: Add as many overseers as you'd like, but be aware of the privacy of your chapters. Remember that overseers can see everything that the administrator(s) see, just without the ability to add or delete anything. Add board members, discipline committee members, senior level staff, and anyone else that you think should have access to every sanction for every chapter.
- Guideline 3: Managers are great because they not only help to spread out the work of managing a sanction, but they also help to offer some transparency to the chapter's constituents. As a sorority administrator, you may choose to add the Greek Adviser, Chapter Adviser, Regional Volunteer, and Educational Consultant as managers on a sanction. By inviting these four individuals into VeriSky, you are giving them access only to that chapter's sanction. After you invite them, you can immediately assign each manager to manage individual terms within that sanction. For example, the Chapter Adviser might be assigned to manage the terms associated with recruitment and finance, whereas the Greek Adviser might be assigned to manage the terms associated with bringing a speaker to campus or submitting event planning forms for events on campus.
- Guideline 4: Every sanction must have Student Leaders assigned to it in order for anything to be completed. We suggest adding the chapter president and then letting him or her add additional student leaders as he/she sees fit. Sometimes it is easier if one chapter member is in charge of submitting all of the support material to ensure that it is submitted on time and is correct information.
Some Additional Tips For Users
- Tip 1: Do not confuse overseers with managers. Adding the Greek Advisor at Union College as an overseer will give him access to see your sanctions at Auburn, USC, Michigan State, and any other chapters that are currently completing disciplinary sanctions. Overseers are added on an organization-wide basis, whereas managers are assigned just to a particular chapter's sanction.
- Tip 2: Remember to add managers to a sanction before you start developing terms so that you can assign them as you go rather than having to backtrack.
- Tip 3: If you need a refresher on user types while you are using the discipline management system, just hover over the little question mark bubbles within the dashboard to get a quick reminder.