It is calendar year end here at MobileServe which means...it's calendar year end for you too. Here is a timely reminder to set up your SIS integrations and 4 additional health checks to get the most out of your MobileServe relationship in the year to come!
Integration Double Check
Does your program currently use Blackbaud or PowerSchool's SIS? Now is a great time to set up your integration (if you haven't already). All of the details can be found by going to your MobileServe dashboard --> Settings --> Integrations.
Pull Infographics For CYE Reporting
Your program does so much good in the community! Calendar year end is the perfect time to share the impact. Your MobileServe dashboard makes it easy with custom infographics available to download and include in newsletters or update emails. Simply go to the reports tab of your MobileServe dashboard, select the reports you would like to share and click download for your ready-to-use custom infographics.
Archive Service Logs & User Exports
We encourage all programs to periodically archive your service logs and user exports. You then have a record should a user accidentally delete the wrong service log and need to re-enter those details accurately. And because the export can be delivered in Excel, you can sort your data anyway you like to see top performing areas or place of focus in the coming year.
Last Call For Hours
Calendar year end is a natural line in the sand for many programs in the MobileServe community. Consider informing your users that all 2021 hours must be submitted by December 31st. Of course it is up to your discretion to approve or deny any 2021 hours submitted after Dec. 31st, just in case.
Review Unapproved Hours
Many programs save time by auto approve service logs after they've been verified. If you are not auto-approving, calendar year end is the perfect time to clean up any service logs awaiting approval. Your users will enter the new year with full visibility to their standing and you enjoy the peace of mind knowing you are running a great program! You can also see all of your custom auto approval options by going to your MobileServe dashboard, clicking settings and going to service logs.
Do you have calendar year end processes the MobileServe community may benefit from implementing? Please send them to kevin@mobileserve.org for consideration in future resource updates.
