guide page

Actions

Communications and other action that need to be taken will be triggered by a document or forwarded email being received. Admin can edit entries and re-download if needed.

Training registration is received

Select an interviewer and send the whole committee the new registration form. This is a good time to make recommendations (if needed) about where the student might be placed and what they might need. It serves to help the interviewer and train everyone else.

Add the registration form and the interviewers name (with pending in notes) to the student progress-admin-view of the Zoho database. Also add any events they have completed in their past that fulfill PHCP requirements or are relevant and would help future mentors get a full picture.

Admin will add the new student to Zoho members-admin. The new student must be added first before a training entry can be added to their file.

Interview Report received

Search the students name in the student progress-admin-view. From the 3 dots on the left, edit the Interview step by adding a date, erasing pending, and upload the pdf. Also add any new events the interviewer may have discovered that fulfill a requirement. It can be helpful to add any notes about what the student may need to complete the program. This makes it easy to glance at a students file without opening the document.

As Chair of the Enrollment Committee new members will need to be recruited and trained from time to time. A template in gmail explains the job and is useful for recruiting. Keep committee members up to date on changes to the training program, upcoming events, etc.

Mentorship Evaluation received

Add the pdf to the Zoho student progress-admin-view. First check that the correct mentorship has been selected and makes sense for the students skills and experience. Check the box for traveling mentorships if it applies. In notes write in 2 or 3 days for multi day mentorships and add notes about what is needed to advance, ready to post presentations, etc. If it is for a scholarship recipient deduct the mentorship amount of $175 per day from their scholarship recipient spending and progress doc and forward the pdf to the Treasure for payment to the mentor.

Adding topics to this guide

After creating the topic here on this page, put your cursor in front of the topic title, then click on the named anchor icon (the little bookmark, next to last icon above right, just before user avatar icon). Enter the topic name as simply as possible – ideally, one word – if more than one, separate them by dashes (no spaces, lowercase only, ex. “new-topic”). Next, scroll below to the guide anchor links box and add the new anchor link there with exactly the same text. Hover over the new link and then drag it to put it into alphabetic order. The new topic will now appear in the sidebar index once you update this page.