Community Weaver Manuals & FAQs

Frequently Asked Questions

Member Manual - CW Version 2

Congratulations on your decision to participate in a TimeBanks community.  

This is the member's manual for the standard Community Weaver version 2.1.

Community Weaver is an online tool for TimeBanks. The basic premise is simple: you can use Community Weaver to join a community, tell other members about yourself, create an advertisement to either offer your services or to request a service from another member of your community, and exchange hours with them after you have exchanged services.  You get to keep track of those hours you give and receive just like you would with an online bank account.
 
If this is your first time to this Guide, we recommend you watch a short video introducing you to Community Weaver.  This add then walks you through everything you need to know if you want step-by-step instructions.
 
This manual then takes you step-by-step through the entire process, from registering and getting into the system, to creating your own ads and responding to others, and then recording your hours. 
 
If you ever have any questions about how to use Community Weaver or if you have ideas for how to improve it, please let your coordinator know.
 
We are looking for your suggestions to improve this manual. Please submit your contributions at CW Member Manual Forum. Please note that you will need to login to this Actio Hub to add comments.

What's new in Community Weaver

Changes and improvements to Community Weaver.

On September 13/14, 2012  Community Weaver 2.0 was updated to version 2.1.

 

Whats new in Community Weaver 2.1 (for members)

On September 13/14, 2012 Community Weaver 2.0 was updated to version 2.1.

A number of security updates were implemented. They did not create any changes in the look and feel of Community Weaver for members. 

Featurization was implemented to allow coordinators to have more and easier choices for switching new features on or off. Your coordinator will inform you about any changes in look and feel and functionality for your Communiyt Weaver.

What's new in Community Weaver 2.0 (for members)

Welcome to Community Weaver 2.0!  On October 25, 2011 the Community Weaver users moved from version 1.0 to verison 2.0. 

There are some new features we are excited to introduce you to in Community Weaver 2.0.  The most exciting thing about Community Weaver that makes it fundamentally different from Community Weaver 1.0 is that it is open source.  It is built on the open source platform drupal and combines modules created by many others, plus a few more created by TimeBanks USA, and all of that source code is available for anyone to see and use.  

Another benefit of being open source and the design of Community Weaver 2.0 is that, unlike Community Weaver 1.0, each TimeBank is now its own site with its own domain and database.  This means that you can make small or quite extensive changes to your own site without affecting others.  

It took more than a year of work and significant investment of time and money by many people to create this tool for you.  We hope you'll enjoy:

A Few New Features

  1. You can sign up for multiple different TimeBank with the same email address (you can still only have one email address registered with any given TimeBank).
  2. Expiration Dates - All service ads (offers and requests) are automatically set to expire in 3 months from the day they are created in Community Weaver 2.0.  You can change the expiration date of an ad at any time. 
  3. Locations - User's locations are displayed on a Google Map on the user's profile in Community Weaver 2.0.
  4. You may be accustomed to finding members through the Community Weaver 1.0 Member Directory or Member Search.  You can still find members by any of the search criteria you used in Community Weaver 1.0 in Community Weaver 2.0, but you may need to accustom yourself with how to perform these searches in Community Weaver 2.0.  The Member Roster in Community Weaver 2.0 automatically sorts by most recent members, not an "A-Z" directory.  You can still quickly find any member by their name, username, or email address.  Learn how to find members.

Feel free to browse the rest of the Online Help Guide or watch a short video introducing you to Community Weaver 2.0.

After Your Site Launches

  1. You'll need to update your birthday on your user profile.  These were not imported from Community Weaver 1.0 (sorry, long story...).
  2. Let us know your ideas for improving Community Weaver in future releases.

 

Find your TimeBank

If you do not know the web address of a TimeBank, you can find it in the TimeBanks Directory:

  1. To get started, go to community.timebanks.org.
  2. Locate the TimeBank on the map, or search for it by typing in the name, location or other key word for the TimeBank, or go to one of the country lists of TimeBanks and scroll down to find it there.
  3. Click on the TimeBank Name. It is a link to that Timebank.
  4. When you get to the Timebank, if you are already a member, use the login to enter the TimeBank
  5. If you are not yet a member of the Timebank and want to join, click on "Creat new Account" in the login box.
  6. When you have reached the Timebank, you can also use the "Contact Us" link in the upper right of the page to send an email to the coordinators of that Timebank.
Once you find your TimeBank, you can save time in the future by saving the URL (web address) for your TimeBank so that you can return to it directly in the future (e.g. http://sandbox.timebanks.org).
 

Create an Account

To use Community Weaver, you'll need to create an account first.  You can do so from the home page of your TimeBank.

  1. Find your TimeBank and go to it.
  2. Click on "Create new account" link in the login box on the right side of the screen.
  3. If you have two web browser sessions open to the same time trade site, you may get a message that "You are performing an illegal operation" or "You are not authorized to access this page".  Just close one session in your web browser and try again.
  4. Fill in the required information on the screen that follows, including a username, your email address, your first and last name, a password, city, state and postal code. Fill in optional information as you like, such as your availability and your phone number.  A username can be anything you wish, but using your first and last names (e.g. John Smith) will make things easier later.
  5. If your password is weak you will get a warning to strengthen it.  But if you consider it is strong enough you can proceed without strengthening it.
  6. You can add personal links, e.g. Facebook or Twitter.  If you have your own domain, you must also specify a directory name, e.g. www.johnsmith.com/home.  You can remove the directory name from your profile later.
  7. Be sure to read and check that you understand the terms of service, complete the CAPTCHA question to verify you are human, and click “Create New Account” at the bottom of the page.
  8. Return to your email account and find a new email from your time bank that contains a link to verify your email address.
    Note: if you can't find the email in your inbox, be sure to check your spam filter. 
  9. Click on that link and sign into the system as instructed in the email and feel free to edit your personal profile. From now on you can log in at any time using either the username or the email address you have created and your password.
  10. A doordinator of your time  bank will be able to see that you have signed up and will need to approve your membership before you will be able to see other members, post ads, or exchange services. Click the Contact Us link at the top or bottom of the screen if you have not heard from your coordinator.

Log In

To login to your TimeBank, you'll need to keep track of your username, password, and the url where you can find your TimeBank (e.g. http://dc.timebanks.org).

  1. If you need help locating your TimeBank, find your TimeBank and go to it.
  2. Once you are looking at your TimeBank’s home page, enter your username or email address (both work), enter your password, and click Log In.
    Note: You can check “Remember Me” if you want to stay logged in on this computer.
  3. If you forgot your login information, click on Request new password.  When you click the Email new password button, an email will be sent to the email address you used to sign up.  If your email account has spam filtering, you may need to check for the email in your spam folder.  Open the email and click on the link inside.  That will give you a one-time login and take you to a page where you can set a new password.  If your email account has spam filtering, you may need to check for the email in your spam folder.
  4. You may also click on Contact Us in the top-right hand corner of the screen to email your Coordinator and ask for assistance.
  5. If you have two web browser sessions open to the same time trade site, you may get a message that "You are performing an illegal operation" or "You are not authorized to access this page".  Just close one session in your web browser and try again.

Your PERSONAL PROFILE

Edit Your Personal Profile

Please use the Personal Profile page to tell the other people in your TimeBank about yourself. You are free to disclose as much or as little as you want. The more you share, the easier it will be to find a good match for your offers and requests. We are trying to build community and the more you say about yourself the more ways people can connect to you.

Your Personal Profile is also a place to keep track of service offers and requests you have posted, find expired service ads and reactive them, and see your exchange history and account balance.

  1. Find your TimeBank and Log In.
  2. Click the My Account tab
  3. Click on Edit User Account in the left-hand column, under your contact information, to edit your:
    * Username
    * Password (Note: you may change your password by entering a new password twice here)
    * Photo  Note: After you upload a new photo you must refresh the web browser (Control-R or Command-R) for the new image to appear.
    * Location
    * Email settings, Contact Settings, Message Settings--these are not used.
  4. Click on Edit Profile Details in the left-hand column, under Availability, to edit:
    * First and Last Name
    * Neighborhood and Affiliations (Note: you can select more than one by holding down Control (Ctrl) or the Apple Command key)
    * Group Project and Community Driving preferences
    * Living Situation
    * Transportation
    * Languages
    * Birthday
    * Description
    * Availability (Note: Click on the timeslots that you are available. All slots highlighted in green indicate your general weekly availability. If you are available at all times, you can click on the “Check All” button in the upper left hand corner.)
    * Personal Links
  5. Be sure you click Save to record your changes.

Note: Be sure to take note of what other members can and can't see from your profile.  Some information on your profile is private to only you and your coordinators (your exchanges, balance of hours, contact information and messages.  Some of it is visible to all other members of your TimeBank (offers and requests, your location, and all of the details listed in 4 above).  None of these pieces of information are visible outside of Community Weaver, except for your name, which may be accessed by external sites that your Coordinators have given permission to do so.

 

Adding an IMAGE to your profile

You can add images to user profiles, offers and requests, and, if you're a coordinator, pages, events, and announcements.

Follow these step-by-step instructions to add images;
  1. Click the image icon in the paragraph editor
  2. Select the image you want to add in one of two ways:
    Option (1) - If it's an image somewhere else on the web, paste the image's URL into the URL field, then click OK.
    Option (2) - If it's an image on your computer, click Browse Server button in Image Properties window, click Upload in File Browser window, click Choose File in popup to open your local machine's file browser (chose file however you normally do), click Upload then close the popup.
  3. Click Insert file
  4. Click OK in Image Properites window

 

Edit or change your USERNAME

TimeBank members who want to change their 'username' will need to ask their TimeBank coordinator for assistance. Although you can change all other entries for your profile, you will not be able to change your 'username.'  Only the TimeBank coordinator can change a username. 

See How to write to the Timebank's coordinators.

 

MEMBERS

Find Members

Get to know the members of you community by reviewing their profiles. Its fun to find out all the interests you have in common with neighbors that you didn’t know.

There are two main ways to find a member on Community Weaver.  

First, you'll want to find your TimeBank and log in, then:

From the Give & Receive Menu

  1. All members can search for members by finding and clicking View All Members under the Give & Recieve menu.
    Note: members are listed chronologically according to the order in which they signed up.
  2. (Optional) Selected a neighborhood or affiliation to sort by these criteria.
  3. Type in the any part of a member's Full Name.
  4. Click on Apply.
  5. Click on the user in the list to view their full profile.

From Any Page

  1. Locate the Search Field in the top right-hand corner of your site from any page.  
  2. Type in the any part of a member's Full NameUsername, or Email Address and click Search.
  3. Click on the username in the search results to view the profile of the member.

 

 

OFFERS and REQUESTS (Service Ads)

Find Offers and Requests

On Community Weaver, other members have posted advertisements ("service ads") of services they can offer or would like to request. Please note that the current sort order is a mixture of recently updated and category. A very recent service add will cause that category to appear at the top of the list with other ads in that category, even if they are older.

To find service ads:

  1. There are three ways to find other member's service offers or requests:
    Option (1) - To browse ads BY CATEGORY (e.g. Transportation, Companionship, etc.), click on the tab Give & Receive
    Option (2) - To see ALL REQUESTS or ALL OFFERS only, hover over Give & Receive and click on View All Requests OR View All Offers.
    Option (3) - To see ALL current requests and offers together, hover over Give & Receive and click on View All Service Ads.
  2. From option 2 or 3 above, you may search for ads by any combination of keywordusernamecategory, or neighborhood.  Select as many of the criteria as you want and click Apply.  (Note that after a refresh of your time bank it can take up to 4 days for indexes to rebuild and for search to work fully.)
  3. When you find an interesting ad, click on the ad title to see the full description.
  4. If you want to reply to the ad, you can either:
    - Click on the Respond to this Post link beneath Action Links menu (top of the right list). A message form will drop down. The username of the member you intend to contact has already been filled in. Enter a subject line and message. Click Send to send the message.
    Click on the Send this Member a Message.  
    When you reply to an ad or the the member a message, that member will receive an email to come to the site and read your message.  You’ll get a notice when they respond to your response.
  5. Once you have fulfilled an offer or a request, be sure you >>record the hours<<.  You can do so from any add by clicking Record Hours for this Listing.

 

Create an Offer or Request

A great way to prompt exchanges in your TimeBank community is to create service advertisements for offers and requests.  It is just as important that you put up listings for receiving as well as giving.

  1. There are two ways to create a Service Ad:
    Option (1) - Hover over the Give & Receive tab in the menu. When the drop down menu appears, click on Post a Service Ad.
    Option (2) - Click on the My Account tab in the menu to go to your profile, then click on Post a new Offer of a Service or Post a new Request for a Service under Current Offers and Current Requests on the right-hand side of your profile.
  2. Put all the details of you service offer or request in the Title and Description (required).  In order to publish the ad, the description must contain at least 10 words. 
    Tip: We are building community and people want to get a sense of the person behind the ad, so the more detailed and personable your ad is, the better.  You may want to add details like: who’s providing any tools and materials to be used, your level of expertise on the subject, urgency of the need, your expectations of the other member, pertinent information regarding allergies, gender preferences, restrictions on mobility, etc.
    Tip: You may add pictures and hyperlinks to your ad if appropriate by clicking the icons in the menu above the text space.
  3. You must select a category for the ad.  If you want to use subcategories (which is strongly recommended), click on the green arrows or small plus signe to the left of the category titles and the sub-categories will appear. You can assign at most 3 categories to any one service ad.
  4. Mark any times you are available in the Availability section.
  5. Review or change the Expiration Date for the add.  The default is 3 months after the service ad is created. You can choose an earlier or later expiration date.
  6. Click the Preview button (lower right) to see how your ad will appear.
  7. If you are satisfied, scroll down and click Save. Otherwise, scroll down and edit the fields, Preview again, or Save once you have made your changes.
Your have now established a potential exchange in the system! You don’t need to check back to look for responses. When someone responds to your ad, the system will automatically send you an email with a link directly to their response.
 
Note: All ads are set by default to expire 3 months from when you create them, but you can also change that date any time, either when you create teh ad or after your create it.  How to reinstate an expired service ad.

 

Viewing your own offers and requests

A member can click on the tab  "MY ACCOUNT" and to see a page that displays (at the bottom) a list of your offers and requests. If the you chose to list the offer or request in more than one category, the offer or request will be shown once for each category that is chosen. This will help you to track the categories you have chosen for each of your offers or requests.

Edit Your Offers or Requests (Service Ads)

You can edit your Offers or Requests at any time following these instructions:

  1. Locate your offer or request in one of two ways
    Option (1) - Go to your profile by clicking on My Account and find the offer or request you want to edit in the right-hand column of your profile
    Option (2) - See a list of your offers and requests by hovering over My Account and clicking on My Services.
  2. Click on the title of the ad you would like to edit
  3. The ad will appear in View mode. Click on Edit (to the right of View)
  4. Make whatever changes you want to the ad, the same way you would while creating an ad.
  5. Preview the ad if you like (optional) and then click the Save
  6. Delete the ad if you want to stop the Ad on Behalf of the Member

Note: Expired ads can be reactivated at any time by simplying resaving an expired ad with a new expiration date.

Step-by-step instructions for adding images.

Finding and Reactivating Expired Offers and Requests

Offers and Requests you have created in Community Weaver are automatically given an expiration date of 3 months from the day it is created.  When they expire, they are removed from pulic view. They are not deleted.

You can change the expiration date at any time, including as you create it, after it has been posted or after it has expired.  Just go to the ad and edit the "Expiration date".

If the ad has expired, use either the email expiration notification (see section 1 below) or find and reactivate the expired ad (see section 2 below).

  1. On the day that your service ad expires, you will receive an automatic email notification with a link to that ad. Click on that link. If you are not logged in you will be presented with an "Access Denied" error message and the login page. Log in and you will see the expired add.
    • Click on "Edit";
    • Scroll down to the bottom of the page;
    • Enter a future date in the "Expiration date" box;
    • Save the page;
    • The service ad will immediately become active.
  2. Hover your mouse pointer over My Account and click on My Services and find Expired Service Ads at the bottom of your list of ads.
    • Click on the expired to open it;
    • Click on "Edit";
    • Scroll down to the bottom of the page;
    • Enter a future date in the "Expiration date" box;
    • Save the page;
    • The service ad will immediately becom active.

View recent offers and requests from newest to oldest with RSS

RSS enables you to view recent service ads in the order of creation or change (instead of by category). 

Your time bank coordinator can also configure your time bank to make this even easier.  If that has not yet been done for your time bank, you can do the following yourself:

Using any web browser:

  • For requests, enter <yourtimebankname>timebanks.org/all_requests/rss.xml in your web browser's address area, where <yourtimebankname> is the short name of your time bank, e.g. northeast.
  • For offers, enter <yourtimebankname>timebanks.org/all_offers/rss.xml in your web browser's address area, where <yourtimebankname> is the short name of your time bank, e.g. northeast.

Using the Firefox web browser:

  1. Log into your time bank and hover the mouse over the "GIVE & RECEIVE" tab.  The first three options are View All Requests, View All Offers, and View All Service Ads (which is all requests and offers combined).
  2. Click on View All Offers, scroll to the bottom of the page, and click on the RSS icon Syndicate content.  When the Subscribe with Live Bookmark window pops up, save the RSS feed as a bookmark.
  3. Open that new bookmark and you’ll see the latest offers--approximately newest to oldest.  When you click on an ad, the details will appear in Community Weaver (if you are logged in).
  4. Repeat the above steps for View All Requests or View All Service Ads if you'd like to see them as well.

Using the Internet Explorer web browser:

  1. Log into your time bank and hover the mouse over the "GIVE & RECEIVE" tab.  The first three options are View All Requests, View All Offers, and View All Service Ads (which is all requests and offers combined).
  2. Click on View All Offers, scroll to the bottom of the page, and click on the RSS icon Syndicate content. The most recent ads will appear in date order.  You can change the sort order or view specific categories.
  3. Repeat the above steps for View All Requests or View All Service Ads if you'd like to see them as well.

Using the Google Chrome web browser:

  1. Log into your time bank and hover the mouse over the "GIVE & RECEIVE" tab.  The first three options are View All Requests, View All Offers, and View All Service Ads (which is all requests and offers combined).
  2. Click on View All Offers, scroll to the bottom of the page, and click on the RSS icon Syndicate content.  Chrome will then prompt you to save the RSS feed in an extension. It will give you the option of which extension you would like to use, and also let you install the extension.
  3. While logged into your time bank, you will see the extension button on the right side of the address bar. Click the extension to view the RSS. It should self-update.
  4. Repeat the above steps for View All Requests or View All Service Ads if you'd like to see them as well.

Using the Safari web browser:

  1. Log into your time bank and hover the mouse over the "GIVE & RECEIVE" tab.  The first three options are View All Requests, View All Offers, and View All Service Ads (which is all requests and offers combined).
  2. Click on View All Offers, scroll to the bottom of the page, and click on the RSS icon Syndicate content.  Safari will automatically download the feed and install it in your default RSS reader. On OS X, the default RSS client is Mail. You can also use any RSS application that you choose. If you are unsure which applications are available, there is a good roundup here.
  3. You can then use your chosen application to view the RSS feed.
  4. Repeat the above steps for View All Requests or View All Service Ads if you'd like to see them as well.

More information is available about finding offers and requests.

 

HOURS / EXCHANGES

See Your Exchange History and Balance of Hours

You can see your balance of hours and all of the exchanges you have recorded with other members of your TimeBank from two different places in Community Weaver:

  1. First, find your TimeBank and log in, then you can either:
  2. Either:
    Option (1) - Hover over My Account in the menu and click on My Hours.
    Option (2) - Click on the My Account tab in the menu and scroll to the bottom of your user profile.
  3. Your Account Balance shows your net total from hours you have earned and spent.  Each row represents a different transaction, and the title of that transaction is under Service Performed.  Hours Spent are in red in the column furthest to the right and hours Earned are in the column to the left.
  4. You may click on any of the Service Performed titles to see the exchange certificate, which includes the date, exchange participants, and a certificate number.
  5. You can click on CSV in the bottom left-hand corner to download a spreadsheet of your exchange history.
Note: Coordinators of your TimeBank can see your exchange history and account balance, but other members cannot.  Be sure you know what information other members can and can't see about you.

 

Record an Exchange

When you have completed an exchange with another member of your time bank, you’ll want to record hours for it.  There are two ways to record an exchange on Community Weaver:

Find your TimeBank and log in, then:
 
1. For an exchange related to an open offer or request:
  1. Find the offer or request related to your exchange.
  2. Click on the ad and then click on Record Hours for this Listing under Action Links on the right.
  3. Enter the Number of Hours.  For a fraction of an hour, click on the triangle.
  4. Click on the Record an Exchange button.
 
2. For any other exchange:
  1. Hover over the Give & Receive tab in the menu. A drop down menu will appear.  Click on Record an Exchange.
  2. Select a service category (subcategories can be accessed by clicking a plus sign).
  3. Enter the Date Service Performed.  (To change the date, click on it.  To change the year, click on the triangle to the right of the year.  To change the month, click on the triangle to the right of the month.  To change the day of the month, click on the calendar day.)
  4. Enter the Recipient and  Provider of Service.  (To enter the name, type the first few letters and a list will appear.  Select the name from the list.  If you have performed the service, you are the provider.)
  5. Enter the  Description of Service.
  6. Enter the Number of Hours.  For a fraction of an hour, click on the triangle.
  7. Click on the Record an Exchange button. 

After you record the exchange:

  1. Hours will be subtracted from the account of the person who received the service and added to the account of the person who performed the service.
  2. The other member will receive an email notifying them that the exchange was recorded.  You will not.
  3. You can view your exchange history at any time.

Deleting an Exchange of Hours

Go to Tab "My account / My Hours"

 

Click on the service you want to delete in the column "Service performed"

Click on "EDIT" (at top of page)

Change the "State" from finished to pending by clicking on "pending" (at bottom of the page).

Click on "SAVE" (at the bottom of the page).

Click on "Erase" (at the bottom of the page).

Confirm by clicking on "DELETE"

Editing an Existing Exchange of Hours

To edit an existing exchange of hours as a member:

  1. Go to Tab "My account / My Hours"
  2. Click on the service you want to edit in the column "Service performed"
  3. You will see the Exchange Certificate number and the description of the hours exchanged
  4. Click on "Change" at the bottom of the page.  (Do not use "Edit" at the top of the page).
  5. Edit the members participating in the exchange, the amont of hours or the category of the exchange.
  6. Click on "Save" at the bottom of the page.

Communication

Write to Other TimeBank Members

You can also send messages to other members through Community Weaver and receive notification of these messages in your email.

  1. First, you'll want to find your TimeBank and log in.
  2. To see all of your messages, reply to messages, and delete messages hover over My Account in the menu and click on My Messages.
  3. There are two ways to send another member of your TimeBank a message within Community Weaver:
    Option (1) - Find the member and click the yellow icon next to any user's name to send that member a message.  You can also go to their profile and click on Send Me a Message next to the user's profile picture.
    Option (2) - Within My Messages, you can write a new message by clicking Write New Message.  The system will automatically search for members by their user name as you start typing. You may have to wait a second or two for the system to find and show a username for you to select.
  4. The other user will receive notifications by email of the messages you send through Community Weaver. When they reply, you will also be notified by an email which will contain both their message and a link to return to Community Weaver and respond.

 

Write to your TimeBank's Coordinators

To write to your TimeBank's coordinator you can use the "Contact Us" link at the top right side of your TimeBank's web page. Click on "Contact Us" to write and send a web email. The message will be sent to all of your TimeBank's Primary Coordinators.

Coordinator Manual - CW version 2

As a new Coordinator, you’ve just taken a big step toward helping your community become stronger, more self-reliant and closely-knit. 

This is the coordinator's manual for the standard Community Weaver version 2

If this is your first time to this Guide, we recommend you watch a short video introducing you to Community Weaver 2  Afterwards, if you want step-by-step instructions for using any of the sites features, this Guide then walks you through everything you need to know.  

In reading through this manual, you’ll become familiar with activating and deactivating members, editing member’s profiles, ads and transactions as necessary to ensure productive experiences, and running a variety of reports to quantify the activity in your TimeBank. All the functions described in this manual are performed by a Coordinator, and are not available to regular members.  See the Member Help Guide for step-by-step instructions geared towards the sites main functions.

If you ever have questions or ideas for improving Community Weaver, we hope you'll visit our uservoice forum and let us know.

Did you know that you can also make more significant modifications to your TimeBank through several advanced development and customization options?

If you need further assistance, please come to our Support Scction.  If you are comfortable with technology and helping others, we also invite you to join our volunteer TimeBanks Technical Support Team to help other TimeBank Coordinators with their questions and special needs.
 
Enjoy your experience with Community Weaver, and best of luck to you in your endeavor!
 
We are looking for your suggestions to improve this manual. Please submit your contributions at CW Coordinator Manual Forum.  Please note that you will need to login to this Actio Hub to add comments.

What's new in Community Weaver

Changes and improvements to Community Weaver.

On September 13/14, 2012  Community Weaver 2.0 was updated to version 2.1.

What's new in Community Weaver 2.1 (for coordinators)

On September 13/14, 2012 Community Weaver 2.0 was updated to version 2.1.

A number of security updates were implemented. They did not create any changes in the look and feel of Community Weaver for members. 

Featurization was implemented to allow coordinators to have more and easier choices for switching new features on or off.

On January 25, 2013 the CW 2.1 feautures were finally rolled out to all. Coordinators have the oportunity to choose which of the features they want to implement. See the documentation.

On February 7, 2013 we rolled out a new spam account prevention feature. This feautre has been installed and enabled on all Community Weawer sites.

 

 

What's new in Community Weaver 2.0 (for coordinators)

Welcome to Community Weaver 2.0!  TimeBanks USA has created a new online help guide to help you make this transition.  First, there are some new features we are excited to introduce you to in Community Weaver 2.0 (note: there is another version of this page designed for your members).

Open Source

The most exciting thing about Community Weaver that makes it fundamentally different from Community Weaver 1.0 is that it is open source.  It is built on the open source platform drupal and combines modules created by many others, plus a few more created by TimeBanks USA, and all of that source code is available for anyone to see and use.  

Another benefit of the design of Community Weaver 2.0 is that, unlike Community Weaver 1.0, each TimeBank is now its own site with its own domain and database.  This means that you can make small or quite extensive changes to your own site without affecting others.  

It took more than a year of work and significant investment of time and money by many people to create this tool for you.  We hope you'll enjoy:

New Features

  1. Expiration Dates - All service ads (offers and requests) are automatically set to expire in 3 months from the day they are created in Community Weaver 2.0.  This date can be changed at any time by the member or a coordinator. 
  2. Locations - User's locations are displayed on a Google Map on the user's profile in Community Weaver 2.0.
  3. Transactions between Multiple Members - Transactions can be recorded between two users or between one user and several other users in Community Weaver 2.0.
  4. Users can sign up for multiple different Community Weaver site with the same email address.  They can still only have one email address registered with any given TimeBank.
  5. Coordinators can change the layout and theme of their own Community Weaver sites from the Control Panel.  They can also add new pages and other site content from the Control Panel.  Sites can be customized even more by experienced Drupal developers.  Developers who want to work on your site need to request Site Admin access.  Geek Gene also offers several customization packages to help you customize your own site.
  6. Community Weaver 2.0 has a number of new ways to send broadcast emails to all members.  You can send very tailored mass emails directly from your Control Panel based on specific search criteria such as what neighborhood members live in.  Check them out.

Changes from Community Weaver 2.0

  1. You may be accustomed to finding members through the Community Weaver 1.0 Member Directory or Member Search.  You can still find members by any of the search criteria you used in Community Weaver 1.0 in Community Weaver 2.0, but you may need to accustom yourself with how to perform these searches in Community Weaver 2.0.  The Member Roster in Community Weaver 2.0 automatically sorts by most recent members, not an "A-Z" directory.  You can still quickly find any member by their name, username, or email address.  See Search and Find Members.

    * Where is the "Member Directory" (or "Advanced Member Searches") - To find members based on their name, username, email addresses, neighborhood, affiliationlocation, user permission levels, birthdays, or other profile information, go to the Control Panel and click on Admin Member Rosters & Reports (RSS & CSV) under Members in the right-hand column to search for members based on any of these critera or more.

    How do I make a "Contact List Report" - To create a report of contact information for all of your members, go to the Control Panel and click on Admin Member Rosters & Reports (RSS & CSV) under Members in the right-hand column.  Filter your search if needed, and click on the CSV icon in the bottom left-hand corner of the page.  This will produce a spreadsheet of user information including contact information.

  2. There are three different levels of Coordinators in Community Weaver 2.0 - Primary Coordinators, Coordinators, and Assistant Coordinators.  Assistant Coordinator is a new type of Coordinator permission level in Community Weaver 2.0 who is able to see but not edit more private information about members (contact information, exchange history, coordinator notes, etc.) and does not have the ability to edit aspects of your site itself.  You are allowed to have as many of each of you like.  

    Note: Only the Primary Coordinator from Community Weaver 1.0 will be automatically imported into Community Weaver 2.0 as the site's Primary Coordinator.  To be safe, all other Coordinators are only imported as Assistant Coordinators.  Primary Coordinator must upgrade them to higher permission, if you prefer.

  3. "Alerts" means something new in Community Weaver 2.0, different than what it did in Community Weaver 1.0.  Alerts and Announcements add information to the home page of your Community Weaver site, and neither generates emails to members of your TimeBank.  Use the broadcast email tool to send mass emails to members.
     
  4. Members must have email addreses in Community Weaver 2.0.  Members without email address were imported into Community Weaver 2.0 with fake email addresses using this convention: offline_[username]_[userID]@timebanks.org.  Nothing will happen if you send emails to these email addresses.

After Your Site Launches

Please note that the Primary Coordinator of your TimeBank should configure the following things about your new Community Weaver site as soon as you can after it launches:

  1. Upgrade any Additional Coordinators to Coordinators or Primary Coordinators, if you would like for any of them to be able to see the Control Panel.  See #2 above to understand why you must do this.
  2. Ask members to update their birthdays on their user profiles.  These were not imported from Community Weaver 1.0 (sorry, long story...).
  3. In order for service ads and exchange expiration dates to function properly, you should Configure your Time Zone Settings.
  4. Edit your homepage, footer, mission, and logo.  The html for each of these was imported from you Community Weaver 1.0 site but the layout and styling of Community Weaver 2.0 is different than 1.0, so it may not look quite right here and you probably want to adjust it.
  5. Let us know your ideas for improving Community Weaver in future releases.

COORDINATORS - Responsibilities, Activities and Permissions

The Responsibility of a Coordinator

Becoming a Coordinator for a TimeBank means you have a vision of how people in your community can work together in a better way

A sample of the tasks you’ll perform in this role include helping new participants get themselves started with Community Weaver, alerting your group to specific needs of individual members, monitoring activities as necessary, and keeping your site content fresh as members come and go.  As a Coordinator, you have some special tools that members don't have.  You have the ability to:

Keep in mind that different coordinators have different levels of access to these features in the site.

Coordinator Permission Levels Explained

Each TimeBank can have as many Primary Coordinators, Coordinators, and Assistant Coordinators as they like. Those roles can be given to multiple members of the timebank. (Which means that the term "Primary" Coordinator is probably a misnomer.)

NOTE: A coordinator can only assign the role he/she has, or also a "lower" role. 

IMPORTANT: Be sure that at least one person always has the role of Primary Coordinator. If you are the only Primary Coordinator in your CW, and you want to leave that role, then you must FIRST assign another person to the role of Primry Coordinator BEFORE you remove that role from your account.

In other words, if only one person has the role of Primary Coordinator and he/she either deletes that role of that account is deleted, then the TImebank will have no Primary Coordinator and no other coordiantor will be able to grant that role.

 

Each can do different things, according to this list:

TB Assistant Coordinators
 
Assistant Coordinators are able to see more information about users in order to help facilitate exchanges for them.  Assistant Coordinators can:
  • See all other user's private contact information (phone number, address, and email address) 
  • See all other user's exchanges and account balance
  • Post service ads for other people
  • Record exchanges for other people
  • See and Edit Coordinator-Only Options (including seeing and editing Coordinator Notes, activating or deactivating Guardian Angel Mode, and Setting Broadcast Email Subscription Options)

However, Assistant Coordinators cannot:

  • See the Control Panel
  • Edit user profiles
  • See messages between users
TB Coordinators
 
Coordinators can do everything an Assistant Coordinator can do, and they can also:

However, Coordinators cannot edit some things about the layout and content of the site, such as the theme, quicklinks, neighborhoods, and affiliations.

TB Primary Coordinator
 
Primary Coordinators can do everything a Coordinator can do, but also can:

Change Primary Coordinator's username

A Primary Coordinator cannot change his/her own username, but a Primary Coordinator can change the username of another Primary Coordinator.

Therefore, is a Primary Coordinator wants to have his/her "username" change they have to ask another Primary Coordinator to do it for them. If there is currently only one account that has the role of Primary coordinator, assign the role of Primary Coordinator to another member or create a temporary second Primary Coordinator account to do the job.

Please note:

  • In each Timebank any number of members can be given the role Primary Coordinator simultaneously.
  • Since a Primary Coordinator can only give someone else that role if they have it themselves, be sure that always at least one member has the role of Primary Coordinator.
  • It is good practice to have two members with the Primary Coordinator role to help in case one person deleted their own Primary Coordinator permissions.

 

MEMBERS

Search and Find Members

There are several ways to find a member on Community Weaver.

From the Give & Receive Menu

  1. All members can search for members by finding and clicking View All Members under the Give & Recieve menu.  
  2. (Optional) Selected a neighborhood or affiliation to sort by these criteria.
  3. Type in the any part of a member's Full Name.
  4. Click on Apply.
  5. Click on the user in the list to view their full profile.

From Any Page

  1. Locate the Search Field in the top right-hand corner of your site from any page.  
  2. Type in the any part of a member's Full NameUsername, or Email Address and click Search.
  3. Click on the username in the search results to view the profile of the member.

From the Coordinator Control Panel

  1. Click on Admin Member Rosters & Reports (RSS & CSV) under the Members section on the top-right hand side.  Note: this is an expanded version of the Member Roster that all members can access from the Give & Receive menu.
  2. (Optional) Selected a neighborhood or affiliation to sort by these criteria.
  3. Type in the any part of a member's Full Name OR any part of a member's Username or Email Note: If you do not find the user after the first try, start typing the username or email address of the member slowly in the search bar.  The username or email address of the user may appear in the autocomplete options beneath the search bar.  Simply click on the autocomplete options to select it. 
  4. Click Apply.
  5. Click on the user in the list to view their full profile.
    Note: You can also find members according to a variety of other searches available from this page, including upcoming birthdays, languages spoken, and group project or driving preferences.

Add New Members

To add new members to your TimeBank:

  1. From the Control Panel click on Add a New Member, under the Add New Content section in the top left-hand side. 
  2. Fill in the information accordingly.  Be sure check "Member" under Roles.
  3. Click on Create New Account.

Note: All users must have email addresses in Community Weaver 2.0.  If you need to add a member without an email address, you'll need to create an email address or use a false one for that user.

Approving New Members

When someone registers to join your time, bank an email with their account details will be sent to the coordinators.

You will will need to approve your membership before you will be able to see other members, post ads, or exchange services.

Everyone who requests a new account will be sent a notification email with a request to click on a link to validate their email address.  Until they validate their email, they will be listed as "Awaiting Email Confirmation." After they validate their email they will be listed under "Email Address Confirmed."

Please note that, for example, if the notification email lands in their spam folder and they do not notice it, then all future email from Community Weaver could easily also end up in their spam folder. Therefore it is important to be sure that they actually can receive email from Community Weaver. Best practice is to only approve new members AFTER they have confirmed their email.

Coordinators and Primary Coordinators can approve new members from the Control Panel under Users Awaiting Approval of their Membership on the right-hand side.

  1. Check the name of the user whose membership you would like to approve.
  2. Click "Approve Selected Users"
  3. Click "Confirm"

This will give the applicant the membership access in your Timebank. They will then will be able to see other members, post ads, or exchange services.

You can always change permission levels of a user once they have been approved.

Edit Member Profiles

Coordinators and Primary Coordinators can edit user profiles.  Consult the following list to find out where you need to go:
  1. Search and find any user and go to their profile
  2. Click on Edit User Account in the left-hand column, under the user's contact information, to edit:
    * Username
    * Password **
    * Roles / Permissions (Note: you can by going to Edit these Roles / Permissions of Multple Users from the Control Panel, right-side under Members)
    * Block the member
    * Minimum or Maximum Hour Limits
    * Photo:  The image you upload can be of type GIF, PNG or JPEG.  Other image types such as TIFF and RAW will not work.  Note: After you upload a new photo you must refresh the web browser (Control-R or Command-R) for the new image to appear.
    * Location
    * Email settings (Don't bother checking the box in Contact settings--this function is not used.)
  3. Click on Edit Coordinator-Only Options in the top right-hand column to edit:
    * Guardian Angel Mode Settings
    * Coordinator Notes
    * Broadcast email subscriptions
  4. Click on Edit Profile Details in the left-hand column, under Availability, to edit:
    * First and Last Name
    * Neighborhood and Affiliations
    * Group Project and Community Driving preferences
    * Living Situation
    * Transportation
    * Languages
    * Birthday
    * Description
    * Availability
    * Personal Links
  5. Be sure you click Save to record your changes.

** Note Coordinators and Primary Coordinators cannot see user passwords, but they can reset them for users.

Edit Member Roles / Permissions

To change the permission level of any user:

  1. Search and find any user and go to their profile
  2. Click on Edit User Account in the left-hand column
  3. Beneath Roles, check/uncheck the boxes for Member, TB Assistant Coordinator, TB Coordinator, or TB Primary Coordinator.
    (Note: You do not have to check every permission level, only the highest level you want the person to have)
  4. Scroll down to the bottom of the page and click the Save button (lower left) to save the changes
Note: You can only change the permission level of someone with the same or a lower permission level than you.  e.g. only a Primary Coordinator can make another member a Primary Coordinator.
 
You can also change the permission levels of several users at once in Edit Roles/Permissions of Multiple Users, under the Members section in the top right-hand column of the control panel.
 

Blocking (Deactivating) Members

Coordinators and Primary Coordinators can block (deactive) members.  Blocked members cannot sign in and they will not appear on member lists.  It is recommended that you do not delete that members with recorded exchanges. It is better to block them.

  1. Search and find any member and go to their profile.
  2. Click on Edit User Account on the left-hand column of their profile.
  3. Change status from "Active" to "Blocked."
  • If the member was already blocked, you'll get a message saying that they can't be unblocked again--that's OK.  Note that the totals of service ads by category will not automatically be reduced when the ads are unpublished.
  • Members can be deleted, but this is not recommended because their past exchanges, which involved other users, will be reassigned to Anonymous.  Block them instead.
  • IMPORTANT: The content (offers, requests, messages, comments, etc) of blocked member will still be visible. To prevent blocked member's content from being visible, it needs to be unpublished.

To unpublish all content of a blocked user go to: Un-Publish Blocked Member's Service Ads

UnPublish a Blocked Member's Content

Deleting a new account in the list "Users Awaiting Approval of their Membership"

If someone has created a new account they will be listed in a box in the Control Panel called "Users Awaiting Approval of their Membership". 

If you want to delete one of these accounts:

  1. Clik on the username to open up the account of that user (not yet member).
  2. Click on "Edit User Account"
  3. Scroll to the bottom of the page
  4. Click on "DELETE"
  5. You will be asked to confirm the delete action
  6. Click on "DELETE" again

That account will be deleted.

 

COMMUNICATION

Your Timebanks EMAIL address

The default email address for your Timebank is  <shortname>@community.timebanks.org. This will become the "From:" address for emails and notificatoins sent from your Timebank. For example if your Timebank is  sandbox.timebanks.org  the default email address of your Timebank is sandbox@community.timebanks.org.

This is also the email address which is an alias for your Timebank's primary coordinators. See: Email primary coordinators for the details.

 

To set the email address of your Timebank:

  1. Go to Control Panel
  2. Go to the section  Customize Your Timebank
  3. Click on Edit Web Ste Information
  4. Edit the field E-mail address

 

VERY IMPORTANT:

All email sent from your Community Weaver will be sent from the email server community.timebanks.org. One criteria that spam filters use to identify spam mail is when the "From:" address of the email uses a domain that is different from the domain of the email server sending that email. For this reason it is important to use an email address for your Timebank that has the domain "community.timebanks.org".  If you set your Timebank's email to another address please be aware that you will be increasing the likelihood that email from your Timebank to your members will be waylaid by spam filters.

Please note that the recipients of <shortname>@community.timebanks.org is updated / refreshed once every 24 hours, so if a primary coordinator changes his or her email address in your Timebank, then it will take up to 24 hours before it is updated in the primary coordinators email list. This means that the primary coordinator who changed an email address will not receive from that list until the list is updated.

 

Email all coordinators in your Timebank

Any of the coordinators of a CW Timebank can send an email to all other coordinators of their own timebank by sending an email to  the address  <shortname>-coordinators@community.timebanks.org. Only coordinators of your Timebank have the permissions to use this email address.

For example if your timebank is  sandbox.timebanks.org  you can send an email to sandbox-coordinators@community.timebanks.org and all of the coordinators in sandbox.timebanks.org will receive a copy of the email at the email address listed in their accounts in the Timebank.

Please note that the recipients of <shortname>-coordinators@community.timebanks.org is updated / refreshed once every 24 hours, so if a coordinator changes his or her email address in your Timebank, then it will take up to 24 hours before it is updated in the coordinators email. This means that the coordinator who changed an email address will not receive from that list nor will they be able to send to that list until the list is updated.

Emails to the primary coordinators of your Timebank

Anybody can send an email to all primary coordinators of a timebank by sending an email to the address  <shortname>@community.timebanks.org.

For example if your timebank is  sandbox.timebanks.org  then anyone can send an email to sandbox@community.timebanks.org and it will be forwarded to all of the primary coordinators in sandbox.timebanks.org. Each primary coordinators will receive a copy of the email which will be sent to the email address listed in their accounts in that Timebank.

Please note that the recipients of <shortname>@community.timebanks.org is updated / refreshed once every 24 hours. If a primary coordinator is removed from that role, then it will take up to 24 hours before it is updated in the primary coordinators forwarding list. If a Timebank member is given the Primary Coordinator role, his/her email will be added to the forwarding list immediately.

 

 

Manage the "Contact Us" Form

To change the text of the Contact Form, Primary Coordinators

  1. Go to Control Panel
  2. click on Manage Contact Form under Customize Your TimeBank
  3. Edit existing or add new contact forms

The default "Contact Us" form automatically sends an emails to all Primary Coordinators. The default address for the contact form is  <shortname>.timebanks.org  (where <shortname> is your Timebank's short name). This email address is an alias that forwards email to the email addresses of your primary coordinators. Once every 24 hours the email addresses of your primary coordinators are updated in the alias's data.

You can set up several contact forms for different purposes (categories) and you can also set different recipient email addresses for each of the categories.

 

 

Send Broadcast Emails

Coordinators and Primary Coordinators can send broadcast emails to specific groups of members based on search criteria:

  1. Go to Send Broadcast Email from the Control Panel (under Members, top-right column)
  2. (optional) You may narrow the list of members to choose from by searching for members that have certain User Roles, or belong to certain Affiliations, Neighborhoods.  Select your criteria and click Apply.
  3. Select members from the list at the bottom of the screen who you would like to receive your mass email.  
    Note: If you want to select all of the members in your search list, click on the check-box in the top- left-hand corner just above the list  "Select All [#] Members in this View."
    Note: if you click on members on one page and then view other pages, the system will remember memberes you have checked on those other pages.
     
  4. The email message body already includes the message footer but the first time you do, you'll want to set the correct address in the footer.*
  5. Copy or write your message into the message field of the email.**
  6. Click Send Mass Mail.
  7. You'll get a confirmation screen.  Click Confirm and your email will be processed for sending.  ***
  8. It will send within about three hours, depending on how busy your site is.
  9. The email will be sent from the address yourtimebankshortname@community.timebanks.org
The footer is attached to the bottom of broadcast emails as required for CANSPAM compliance.  The next time you send an email from this screen, all the text and settings will remain from the last message, including the message footer you set the last time.
 
** If you change any sellections for recipients of the mass mailing, the body of the message will revert to the previous sent message. Therefor it might be best to compose your message in an external editor and then paste it into the mail mailing message field.

*** If you get an error message in a red box, it may be because the addressees include an offline member that has a "fake" or "offline" email address in their profile.

Manage Subscriptions

You can subscribe or unsubscribe members from all mailing lists by changing their Coordinator-Only Options:

  1. Search and find any user and go to their profile.
  2. Click on Edit Coordinator-Only Notes on the top-right hand side of their profile.
  3. Find Opt Out of Broadcast Email and select Receive normal broadcasts (default) or Opt out of messages
 

Guardian Angel Mode - Get Notifications about Member Activity

The Guardian Angel function allows Coordinators and Primary Coordinators to receive emails notifying them of messages and exchanges by that member.

To activate Guardian Angel Mode when creating a new member:
  1. On the Coordinator Control Panel menu, find the Add New Content section on the left hand side. 
  2. Click on Add a New Member.
  3. Fill in the information accordingly.  Be sure to check "Member" under Roles.
  4. Look for Guardian Angel Mode and check the box next to Activated.
  5. Click on Create New Account.
To activate Guardian Angel of an existing member:
  1. Search and find any user and go to their profile 
  2. On the right side of this screen, click on Edit Coordinator-Only Settings.
  3. Look for Guardian Angel Mode and check the box next to Activated.
  4. Scroll down to the very bottom of the page and click Update to save your changes.

Add an event to the calendar

1) Open a Create Event page...

  • In the address bar of your web browser enter <timebankname>.timebanks.org/node/add/event (substituting your time bank's short name for <timebankname>)  OR
  • From the coordinator's control panel click the link for Add a New Community Event.

2) Describe the event in the Create Event page...

  1. Enter the event name, the "from" date and time, and the "to" date and time.
  2. For a recurring event, click Repeat and specify the frequency, period, and end date.  The Advanced, Except, and Additional links give more options for recurring events.
  3. To allow the event to appear on your home page under Featured Events,  click Special Functions then select Featured Listing.
  4. Optionally, you can upload an image, specify the event's location, enter a detailed description, and preview the event listing.

3) Click the SAVE button to record the event in the calendar.

 

Any time bank member can create an event in the calendar.  The creator of the event can modify or delete it later.  A coordinator can modify or delete any event.

 

OFFERS and REQUESTS (Service Ads)

Create and Edit Ads - Offers or Requests - on Behalf a Member

A Coordinator can place an ad (offer or request) or record an exchange for members who are unable to do so for themselves.

Post an Ad (Offer or Request) on Behalf of a Member

  1. Hover over Give & Receive and click on Post a Service Ad.
  2. Complete all required details.
  3. Be sure you change the Author of the ad to the member for whom you are posting this ad.
  4. Preview the ad if you like (optional) and then click the Save

Edit a Member’s Ad

  1. Search and find any user and go to their profile
  2. On the member’s profile, click on the title of the ad you would like to edit
  3. The ad will appear in View mode. Click on Edit (to the right of View)
  4. Preview the ad if you like (optional) and then click the Save
  5. Delete the ad if you want to stop the Ad on Behalf of the Member

Note: Expired ads can be reactivated at any time by simplying resaving an expired ad with a new expiration date.

Step-by-step instructions for adding images.

Finding and Reactivating Expired Offers and Requests

Offers and Requests you have created in Community Weaver are automatically given an expiration date of 3 months from the day it is created.  When they expire, they are removed from pulic view. They are not deleted.

Members can reactivate their own expired adds See the instructions for members.

Coordinators can see the entire list of expired ads by going to the ControlPanel and clicking on "Expired Service Ads" and can edit each ad (entering a future expiration date) to reactivate it.

 

 

 

 

 

Un-Publish Blocked Member's Service Ads

To unpublish all content (offers, requests, messages, comments, etc) of a blocked user:

  1. In the Control Panel, goto Edit Roles / Permissions of Multple Users. 
  2. Search for members with status blocked.
  3. Choose the members to have their content unpublished.
  4. Use the "Update option" Block, ban, and unpublish all content by the selected users.

View recent offers and requests from newest to oldest with RSS Quick Links

Community Weaver provides access to offers and requests via the Give & Receive tab and the Control Panel tab.  You can also use RSS to view the most recent offers and requests by date changed from newest to oldest (instead of by category). 

To make it easy for your members to view offers and requests this way, you can add these quick links to the top of each page:

 

To create a link for requests:

  1. From the Community Weaver Control Panel, select Quick Links then ADD ITEM.
  2. For Path enter http://<yourtimebankname>.timebanks.org/all_requests/rss.xml where <yourtimebankname> is the short name of your time bank, e.g. northeast.
  3. For Menu link title enter Recent Requests
  4. For Description enter Recent requests by date with the newest at the top
  5. If you want this to appear at the top of the quick links, enter -30 for Weight.
  6. Click Save.

To create a link for offers:

  1. From the Community Weaver Control Panel, select Quick Links then ADD ITEM.
  2. For Path enter http://<yourtimebankname>.timebanks.org/all_offers/rss.xml where <yourtimebankname> is the short name of your time bank, e.g. northeast.
  3. For Menu link title enter Recent Offers
  4. For Description enter Recent offers by date with the newest at the top
  5. If you want this to appear at the top of the quick links, enter -30 for Weight.
  6. Click Save.

HOURS / EXCHANGES

Editing (or Deleting) an existing exchange

Coordinators can edit or delete anyone's exchanges.

1. As coordinator, go to the user's profile and scroll down to the list of exchanges.

2. Click on the service performed to open up the exchange details. You will see the exchange description and the Exchange Certificate number.

3. At the bottom of the page you can click on either "Change" to edit it or "Erase"  to delete it.

Note: Entering zero hours is not allowed.

Note: Clicking on the "Edit" at the top of the page will also allow you to edit or delete it, but this view does not show the member's name, only their user ID number, and therefore is less useful.

Record Exchanges Among Multiple People

You can record exchanges between more than one person in Community Weaver 2.0.  To do this:

  1. Hover over the Give & Receive tab in the menu. A drop down menu will appear; click on Record an Exchange.
  2. Click on One to Many or Many to One (next to One-to-One)
  3. Enter the Description of Service.
  4. Select a Service Category (subcategories can be accessed by clicking the plus sign)
  5. Enter the Date, Members Receiving Service,  Members Receiving Hours, and Number of Hours to be given to each recipient.
  6. Click on the Generate Exchanges button.

After you record an exchange:

  1. Hours will be subtracted from the account of the person who received the service and added to the account of the person who performed the service.
  2. You and the other members will receive an email notifying them that they have been involved in an exchange.
  3. You can see your exchange history at any time.

Note: When entering the Recipient and Provider of the service, as you begin to type the username of the member, the system will automatically search for that member and will prompt you with usernames starting with those letters.  Click on one to add it to the field.

Note: you can use full hours or any increment of quarter hours.
 

REPORTS

Produce Reports Via Spreadsheet

The following steps use the OpenOffice.org Calcto view the CSV file in a spreadsheet, but the method is similar for other spreadsheet programs such as Excel.

Please note that the data export to a CSV file includes all the Timebank's data for that section of Community Weaver.  The CSV file is not created from the search results. To search, sort or limit the contents of the CSV file, you will need to use a spread sheet program (MS Excel or OpenOffice Calc) or a database program or any other program that can read and work with CSV files.

Report of Members (Sorted by Name, Username, City, Email Address, etc. )

  1. Log into Community Weaver as a coordinator and click on the Control Panel tab.
  2. Click on the link for Admin Member Rosters & Reports.
  3. Scroll to the bottom and click on the CSV button.
  4. When the data export finishes, your browser's download pop-up window will appear. Save the file to your computer. 
  5. Open the file with your spreadsheet program.  The spreadsheet program will import it.
  6. Delete any columns you do not want to include in the report, then mark all the remaining data, including the header row.
  7. In the menu bar click on Data then Sort. Choose the desired sort criteria (such as Name Ascending), then click OK.
  8. Save your report in the desired format (not .csv).

Number of Members in My Time Bank

  1. Create the Report of Members above.
  2. Scroll down to the last member.  The number of members is the row number minus one (the column headings use one row).

Report of Upcoming Birthdays

  1. Log into Community Weaver as a coordinator and click on the Control Panel tab.
  2. Click on the link for Upcoming Birthdays.
  3. Scroll to the bottom and click on the CSV button.
  4. When the data export finishes, your browser's download pop-up window will appear. Save the file to your computer.
  5. Open the file with your spreadsheet program.  The spreadsheet program will import it.
  6. Save your report in the desired format (not .csv).

Number of Hours Exchanged in a Time Period.

  1. Log into Community Weaver as a coordinator and click on the Control Panel tab.
  2. Click on the link for Exchange History.
  3. Scroll to the bottom and click on the CSV button.
  4. When the data export finishes, your browser's download pop-up window will appear. Save the file to your computer.
  5. Open the file with your spreadsheet program.  The spreadsheet program will import it.
  6. Delete all rows before and after the desired time period.
  7. Insert a new column to the right of the Amount column (F)
  8. Convert "character numbers" in the Amount column (F) to numeric values in the new column (G) as follows:  In empty cell G2 enter the formula =VALUE(F2). Copy this cell to all cells below.
  9. Create a total of the hours in column G by putting a formula like =SUM(G2:G257) into the cell below the last number.
  10. Save your report in the desired format (not .csv).

See also Produce Reports for Members, Offers and Requests, Exchanges, Birthdays, and more.

Produce Reports for Members, Offers and Requests, Exchanges, Birthdays, and more

From the Control Panel you can quickly produce a number of built-in, standard reports.

Please note that the data export to a CSV file includes all the Timebank's data for that section of Community Weaver.  The CSV file is not created from the search results. To search, sort or limit the contents of the CSV file, you will need to use a spread sheet program (MS Excel or OpenOffice Calc) or a database program or any other program that can read and work with CSV files.

If you do not see exactly the report you would like to produce:

  • You can always export the full member roster, member balances report, member activity summary, all current offers and requests report, or exchange history into any spreadsheet program or database program and sort and/or filer the data according to your own preferences.
  • You can ask for help from Geek Gene or any other drupal developer to create new custom reports for your site.  Find out about getting help >>customizing your site<<.
  • Note that after your time bank is imported or refreshed, it can take up to 4 days for indexes to rebuild and for search to work fully.

In the Members section, in the top right-hand colum:

  • Use the Admin Member Rosters (RSS CSV) and Reports to find members based on name or username or to see all members that belong to certain affiliations or neighborhoods.  Export your custom search to a .csv file or an rss feed by clicking the icon in the lower left-hand corner.  For more information see Produce Reports Via Spreadsheet.
  • Use the Member Balances (CSV) report to see hours sent and earned by user.  Sort by clicking on the column headers.  Export your custom search to a .csv file by clicking the icon in the lower left-hand corner.
  • Use the Member Activity Summary (CSV) report to see the number of exchanges, balance of hours, and last access by user.  Search by member first, last or full name, neighborhood, or affiliation.  Sort by clicking on the column headers.  Export your custom search to a .csv file by clicking the icon in the lower left-hand corner.
  • Use the Upcoming Birthdays (CSV) report to see members with upcoming birthdays.  Export your custom search to a .csv file by clicking the icon in the lower left-hand corner.  For more information see Produce Reports Via Spreadsheet.
  • Use the Members Without Exchanges report to see all members who have not recorded any exchanges.

In the Service Ads section, in the middle of the right-hand colum:

  • Use the All Current Offers and Requests (RSS & CSV) report to find all current service ads based on date, category, neighborhood, affiliation, or keyword.  Export your custom search to a .csv file or an rss feed by clicking the icon in the lower left-hand corner.  This is the essentially same report as the View All Service Ads report available to all members, except that the one available to all members does not have a date range search filter and cannot export .csv files.
  • Use the Offers (RSS & CSV) report to find all current offers based on date, category, neighborhood, affiliation, keyword, or username.  Add additional fields to your report and hold down control or the apple command key to select multiple fields.  Export your custom search to a .csv file or an rss feed by clicking the icon in the lower left-hand corner.  This is the essentially same report as the View All Offers report available to all members, except that the one available to all members does not have a date range search filter and cannot export .csv files.
  • Use the Requests (RSS & CSV) report to find all current offers based on date, category, neighborhood, affiliation, keyword, or username.  Add additional fields to your report and hold down control or the apple command key to select multiple fields.  Export your custom search to a .csv file or an rss feed by clicking the icon in the lower left-hand corner.  This is the essentially same report as the View All Requests report available to all members, except that the one available to all members does not have a date range search filter and cannot export .csv files.
  • Use the Expired Service Ads report to find all expired offers and requests based on time, category, neighborhood, affiliation, keyword, or username.  Add additional fields to your report by holding down control key or the apple command key.  Reactivate an expired service ad by clicking on it, changing the expiration date to a new date in the future, and saving the service ad.  Examples of specifying how long since the service ad expired:  "4 weeks ago" or "1 month ago".

In the Exchanges section, in the bottom of the right-hand colum:

  • Use the Exchange History (RSS & CSV) report to find a list exchanges ads based on date range, neighborhood, affiliation, keyword, provider, or recipient.  Sort by clicking on the column headers.  Export your custom search to a .csv file or an rss feed by clicking the icon in the lower left-hand corner.
  • Use the Frequently Exchanges Services (CSV) report to exhange numbers and hours totals by category.  Export your custom search to a .csv file by clicking the icon in the lower left-hand corner.

Understanding CW Reports

Please note that the data export to a CSV file includes all the Timebank's data for that section of Community Weaver.  The CSV file is not created from the search results. To search, sort or limit the contents of the CSV file, you will need to use a spread sheet program (MS Excel or OpenOffice Calc) or a database program or any other program that can read and work with CSV files.

Column headers explained

Report - members.csv

  • Username = The member's username in your CW
  • Name = The first name and last name of the member.
  • Uid  =  The member's CW account identification number in your site.  It is unique for each member in your CW.
  • Email = The members email address. This is a unique indetifier for the member in your CW
  • Created date = The date and time that the member's account was created. This data was also imported from CW1.
  • Last access = The most recent date and time that the member requested a page after logging in to their account in your CW. This is only updated every 180 seconds. The "last access date and time will also be set when the member's account is created. This data was also imported from CW1.
  • Last login - The most recent date and time that the member logged in to their account on your CW. This is only recorded since the transfer to CW2.

 

Analysis

  • If the "Last access" and "Last login" are exactly the same, then the member only accessed pages within 3 minutes after logging in.
  • If "Last access" is more recent than the "Last login", then the member accessed pages more then 3 minutes after logging in.
  • If the "Created date" and "Last access" date are the same, then the member has not accessed the account since it was created.
  • If the "Last login" field is empty, then the member has never logged into the account in CW2 (Since October 25, 2011).

CONFIGURE your TimeBank

Configure Time Zone Settings

Primary Coordinators must configure their TimeBank's time zone settings so that dates and times work properly throughout Community Weaver.  To edit your time zone settings:

  1. Click Configure Time Zone & Settings under Customize Your Timebanksbottom left-hand column in the Control Panel.  
  2. Set your time zone and week date format.  
  3. To change the format of the date (especially for non-US time banks), click on Configure Time Zone & Settings link then the FORMATS link.  On that page you can configure the long, medium and short date formats as desired.
  4. Be sure to save your configuration

 

Edit Terms of Service

The "Terms of Service" which are shown to a person creating an new account (which they must agree to before creating an account) can be edited by a cordinator:

  1. Go to your Control Panel
  2. Under the sectoin "Edit Web Site Content" click on "Edit an Existing Web Page"
  3. Click on "Edit" for the Terms of Service
  4. Edit and save.

Note: Do not delete the web page, just edit it. If it is deleted you will need site-admin access to reconnect it to the new accout registratoin page.

Editing the Categories for Offers and Requests

 

The primary coordinator can edit categories for service ads (offers and requests) as seen on the Give & Receive page at http://<timebankname>.timebanks.org/admin/content/taxonomy/1

 

WARNING NOTE: Using categories that are different from other Community Weaver sites will increase the difficulty of developing the sharing of service ads and exchanges across different timebanks.

 

 

 

Manage Counties

You may have noticed in the member's profile, they cannot choose a county. Or in some cases, the wrong counties are listed. And no matter how hard you looked, you did not find a link to the manage county page in the Control Panel. Oops, a link to the manage counties page was forgotten. Since it is only the link that is missing, let me tell you how to find the page that manages the list of counties.

For example, If your Timebank is sandbox.timebanks.org  you would go to: sandbox.timebanks.org/admin/content/taxonomy/5

  1. Login is as a Primary Coordinator
  2. Substitute your actual timebank URL for the name "sandbox" used in the example above <your TB short name>.timebanks.org/admin/content/taxonomy/5
  3. On that page you can add or delete or change the lit of counties visible in your Timebank.

 

Manage Neighborhoods and Affiliations

Primary Coordinators can add and edit Neighorhoods and Affiliations which members can join through their profiles. 

Click on Manage Affiliations under Customize Your Timebank in the bottom left-hand column of the Control Panel.  You can Add, Edit, or Delete Affiliations from here.

Click on Manage Neighborhoods under Customize Your Timebank in the bottom left-hand column of the Control Panel.  You can Add, Edit, or Delete Neighborhoods from here.  The generic description mentions "terms" in "my neighborhood".  What they are really talking about is neighborhoods in my time bank.

You can add members to Affiliations or Neighorhoods manually by editing their profile.  They can also do this themselves.

HOME PAGE Customization

Edit the Home Page (incl. events, and alerts)

From the Control Panel, you can edit everything you see on the Home Page of your Community Weaver site.  

Please note that in CW 2.0 the events and alerts are only visible to members who have logged into your Timebank.

You can

  • Edit the Text of the Home Page (under Customize Your TimeBank, bottom left-hand column in the Control Panel).  HTML is accepted.
  • Add and Edit a Community Event (under Add New Content, top left-hand column in the Control Panel).  Make the event appear as a featured event by selected "Featured Event" under "Special Functions."  You can edit the event by clicking on the event from the Home Page and then clicking edit.
  • Add or Edit an Alert on the Home Page (under Add New Content, top left-hand column in the Control Panel).  Appears above the main body of text in the center of the Home Page until it expires.

Note: Alerts do not generate emails to members.  To send information to members by email, send broadcast emails from the Control Panel.

Note: Apologies for a known issue with Alerts that could not be resolved for the version 2.0 release of Community Weaver: When updating an alert, you must resave the alert twice. Changes to the title will not be saved until after the second save.

You can also

(Step-by-step instructions for adding images)

Edit your "Web Site Information" (Name, Email, Mission, etc.)

Your site  "Web Site Information" page allows you to change important setting that affect your entire Community Weaver web site.

To edit your web site information:

  1. Go to your Control Panel
  2. In the section "Customize Your TImebank: click on "Edit Web Site Information"
  3. You can edit the fields:
  • Name  --  The name of your web site. Once every 24 hours this name is automatically imported into your Timebank's profile in the Directory of Timbanks.
  • E-mail address  --  The "From" address in automated e-mails sent during registration and new password requests, and other notifications. Strongly recommended is the address YourTimebank'sShortname@community.timebanks.org. For example, if your timebank is the SANDBOX, then use  sandbox@community.timebanks.org.   

    Please note that the description for this field “Use an address ending in your site's domain to help prevent this e-mail being flagged as spam.” is incorrect.    It should read “Use an address ending in community.timebanks.org to help prevent this e-mail being flagged as spam.”

    • Why is this important? There are 2 reasons.

      1. People may reply to the emails sent by your CW site. Therefore the "From" address should be a valid email address. Using the recommended address:  YourTimebank'sShortname@community.timebanks.org means that any replies are forwarded to your site's Primary Coordinators' email addresses.  You can use any valid email address in this field, but if it is not a "community.timebanks.org" address, then you will have to deal with the spam issues described in item 2.

      2. To minimize the likelihood that your sites automatic notifications end up in someone's spam folder, the domain of the "From" address of your notifications should be "@community.timebanks.org."  This is because the domain "community.timebanks.org" is our mail server.  Spam filters compare the the domain of the mail server sending the email with the "From" address domain and if they are different, then there is a higher likelihood that the email is spam and will be moved to the spam folder.

  • Slogan  --  Hmmm....Does anyone know where the “Slogan” is actually displayed?
  • Mission statement  --  This is displayed on your home page and once every 24 hours this name is automatically imported into the "Slogan" filed in your Timebank's profile in the Directory of Timbanks
  • Footer message  --  Is displayed on your home page below the lower blue bar.
  • Anonymous user  --  The name displayed for users whi are not yet fully registered or for exchanges with members who were later deleted, etc..
  • Default front page  --  Should be "welcome" to display the home page.

 

Add and Edit Quicklinks

Creating quicklinks is an easy way to give users quick access to new pages you have created, as well as any other URL, in or outside of Community Weaver.  

Quicklinks appear in right side of the header throughout the site.  To create a quicklink:

  1. Click on Manage your Quicklinks under Customize Your TimeBankbottom left-hand column in the Control Panel.
  2. Click Add Item to create to Quicklinks.
  3. Edit or Delete existing quicklinks from the menu beneath.  For example, to replace the obsolete Software User Manual link:

Edit the Footer on your homepage

Login as Primary Coordinator.

  1. Go to your Control Panel
  2. Find the section “Customize Your Timebank”
  3. Click on the link “Edit Web Site Footer Text”
  4. Edit the text that appears in the footer of your TimeBank web site.

Note: HTML accepted.

Announcements on your home page

In the Control Panel

To create a new announcement click on: Add an Announcement to the the Home Page

To edit an existing announcement click on : Edit an Existing Announcement

Announcements appear on the top right-hand corner on the Home Page. Please note that the announcements are only visible to members who have logged into your Timebank.

You may have wondered: Where did my announcements go?  Well we have just discovered (May 2012) that CW was designed so that announcements will become invisible on the last day of the month. An announcement created on May1  will disappear on May 31. An announcement created on May 30 will also disappear on May 31.  The announcement is not deleted, just no longer visible.

 

To reinstate an announcement,

  1. Go to edit an existing announcement by clicking on : Edit an Existing Announcement and
  2. Click on [Edit] for the announcement that you want to reinstate.
  3. Scroll down to the section "Authoring information" and click on it to open it
  4. Delete the contents of "Authored on"
  5. Save it

This will enter today's date in the "Authored on" field the announcement will be visible for the rest of this month.

Tip: In the section "Authoring information" You can also choose another CW member for the "Authored by" field.  That announcement will then show that it was "Submitted by" that person.

 

 

 

 

Note: Announcements do not generate emails to members.  To send information to members by email, send broadcast emails from the Control Panel.

How do I edit my time bank's LOGO or layout

  1. Log in as Primary Coordinator and go to the Control Panel
  2. In the section entitled Customize Your TimeBank click "Change Logo and Layout Setting"
  3. Click CONFIGURE.
  4. Click on "timebanks default" (which is based upon the "acquia marina" theme). This is the default Drupal theme and Community Weaver 2.0 was tested with this theme.  If you change to another theme you will probably cause other problems such as disappearing sections  or a crashed site.  Especially important, do not use the experimental "iUi" theme.

To enable or disable the display of a page element, check or uncheck the element's box.

To change your time bank's logo:

  1. Click "Logo image settings" to expand the section.
  2. Uncheck the 'Use the default logo" box.
  3. Clear the "Path to custom logo" field.  (If you want to return to the default value, it is "sites/yourtimebankname.timebanks.org/files/acquia_marina_logo.gif".)
  4. Click the Browse button and upload your time bank's logo file.  It should be a 36x36 .jpg file.
  5. Scroll to the bottom of the page and click the SAVE CONFIGURATION button.  To make multiple updates to this screen (e.g. page elements and logo) you must make all the changes before clicking this button.
  6. Click refresh on your web browser to see the effect of your changes. 

If you are an experienced site administrator you can make other theme changes. See  http://actionhub.timebanks.org/faq/what-other-files-do-i-need-theme-my-o....

Add and Edit Pages

Coordinators and Primary Coordinators can create custom content within your own site by creating new web pages and adding whatever content you want to these pages:

  1. Click on Add a New Web Page under Add New Contenttop left-hand column in the Control Panel.  
  2. To edit existing pages, click Edit an Existing Web Page Edit under Web Site Content, middle left-hand colum. 
  3. To add images see Step-by-step instructions for adding images
  4. You can create announcements, quicklinks, or tabs to link to pages you have created.

Note: if you do not create a link to your new page elsewhere in the site, users may not know the page is there, but it will still appear in site searches. 

Add a new tab

The coordinator can add additional tabs to Community Weaver.  These appear to the right of the tabs for Home, Give & Receive, and My Account. 

A.  Create the web page.

  1. From the control panel, add a new web page.  See Add and Edit Pages
  2. Fill in the fields for Title and Body then click the SAVE button.  This returns you to the page where you view the web page you created. 
  3. Copy the web page's URL from the web browser's URL bar to the clipboard.  It will be something like <yourtimebankname>timebanks.org/page/<new-page>.

B.  Create the tab.

  1. To go to the page that enables you to add, delete, and change tabs, enter the following into the URL bar of your web browser: <yourtimebankname>timebanks.org/admin/build/menu-customize/primary-links (where <yourtimebankname> is the short name of your time bank.  Press enter. 
  2. Click on ADD ITEM.
  3. Paste the web page's URL into the Path field, fill in the fields for Menu link title and Description then click the button for SAVE.
  4. Your new tab will appear.  When you click on it your new web page will be displayed.

Tips:

Expand "Menu Settings" to access "Parent Item".  This is where you link the new tab to other tabs, setting it to "primary links" places your new tab on the main row of tabs.  Selecting an existing tab name places it under
that tab.  Weight moves the new tab in the order you want, higher values move right or down, lower values move left or up.  Before adding content, expand "Input Format" and select "Full HTML".

Privacy and Data Visibility

A few notes about privacy in Community Weaver 2.0:

  • All members can see each other's offers and requests, but they cannot see each other's exchanges or balance of hours.
  • Members can see each other's locations, displayed on a Google map on their profile.
  • Members cannot see each other's phone numbers or email addresses.  They can contact each other by sending a message through Community Weaver.
  • Coordinators of all levels have the ability to see all members' profile information, including phone numbers, email addresses, addresses, offers and requests, exchanges, birthrdays, and other profile information.  
  • Coordinators of any level cannot see any member's password ever, but they can reset them for them.
  • Coordinators and Primary Coordinators can view member's messages to each other through the site.
  • Coordinators of all levels can add Coordinator Notes about a member, which members cannot see, whether about themselves or others.  Coordinators can see Coordinator Notes created by other Coordinators.

API Documentation

Community Weaver 2.0 has a built-in service interface supporting the following functions:
Please note that the API has not yet been tested.  Let techsupport@timebanks.org know if you're interested in testing it with us as soon as we're ready in the next month or two.

member.list()
 returns [member_id,...]

member.get(member_id)
 returns {member_id,name,mail,balance}

servicead.list()
 returns [ad_id,...]

servicead.get(ad_id)
 returns {ad_id,title,body}

transaction.list(member_id) //gets transactions where that user was
involved on either side
 returns [trans_id,...]

transaction.get(trans_id)
 returns {trans_id,provider,recipient,hours}

transaction.create(provider,recipient,category,date,hours,ad_id)
 returns trans_id