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 2.3.

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 "Create new Account" in the login box. For more details see: Create a new account.
  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 bookmark the URL (web address) for your TimeBank so that you can return to it quickly in the future.
 

Create a new 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. On the home page o f your Timebank in the login box on the right side of the screen, Click on the link "Create new account".
  3. If you have two web browser sessions open to the same 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.  The best username is your first and last names (e.g. John Smith) since it will make you easier to find in the Timebank.
  5. A strong password has 10 characters and inlcudes at least one lower case, one upper case letter, a number and a special character, such as !#^&()-%. If your password is weak you will get a warning to strengthen it.
  6. You can add personal web links, e.g. Facebook, Twitter or ypur web site.
  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 to save your accoutn information.
  8. Return to your email account and find a new email notification from your timebank 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. If you do not hear from your coordinator, use the Contact Us link at the top or bottom of the screen to send your coordinator an email.

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 or Email
    * 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.

 

Add IMAGES

You can add images to user offers and requests.

Follow these step-by-step instructions to add images;
  1. Click the image icon in the 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.

 

Visibility of Telephone and Email Address

Members can choose to make their email address or telephone visible to all other members, or to hide them from all other members. (Coordinators will always be able to see both.)

  1. After you login, go to "MY ACCOUNT"
  2. Click on "Edit Profile Details"
  3. Scroll to the bottom and add or remove the check mark from
    • Make Phone Public
    • Make Email Public

Please note that here 'public' means public to the other members of the TimeBank. No one outside of the TimeBank will be able to see your email and telephone.

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.

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.

 

Add images to your ads

Go to Add Images

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. In the "To:" field begin to type the member's name. The system will automatically bring up a list of members by their user name as you start typing. Choose the correct one. If you want to write to more then one person, separate the recipients with a comma and start typing the name of the next person. . 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.

Privacy and Data Visibility

Privacy and Data Visibility in Community Weaver 2.x

  • Only members can see the content in Community Weaver, This includes offers and requests, announcements, events abd lists of other members.
  • All members can see each other's offers and requests, but they cannot see each other's exchanges or balance of hours.
  • All members can see a lists of other members and some information from each member's profile.
  • Member's physical  address is not visible to other members.
  • Members have an option to make their email address and/or telephone number visible or hidden to the other TimeBank members.
  • Members can see the county, neighborhood or affiliations of other members.
  • Members 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, birthdays, 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 the history of member's messages sent to each other through the site.
  • Coordinators of all levels can write Coordinator Notes about a member, which members cannot see, whether about themselves or others.  Coordinators can see Coordinator Notes created by other Coordinators.

-- based on a contribution from Samir, WRTE Coordinator (http://wrte.timebanks.org)

TimeBank YELLOW PAGES

What is the TimeBank Yellow Pages?

The TimeBank Yellow Pages is a new feature that lists all members who have skills or capabilities in the Community Weaver categories. It is not a directory of actual offers. It is a directory showing members who have the capacity, skill, ability or desire to provide a service in category in which they have listed themselves. Members in need of a service can look up a category and can see the list of members who are willing to be contacted about providing a service in that category.

For example, you may be looking for a person to drive you to an appointment. Now you can choose the the Yellow Pages category “Transportation” and will quickly see a list of all members who have offered transportation services. Or you may be looking for someone to help install a shelf. Look in the Yellow Pages category “Carpentry / Construction” for all members who have any sort of carpentry skills. Of course, you can still look through individual offers if you are looking for a more specific skills or services that a member has posted.

You can access the Yellow Pages by going to View TimeBank Yellow Pages which is a new sub-tab under the Give & Receive tab. The display will show every member who has chosen a category, listed by category. In addition to this online view, you can also print the entire the Yellow Pages directory for use offline.

To learn more about using the Yellow Pages, see:

Recent Yellow Pages Listings  (on the home page)

View TimeBank Yellow Pages

Find Members who are in the Yellow Pages Directory

My Yellow Page Listing

Setting Categories in your TimeBank Yellow Page Listing

Removing Categories from your Yellow Page Listing

Recent Yellow Pages Listings

On your TimeBank's home page you will see a box (on the lower left side of the home page) which reports activity in the Yellow Pages. It will show the 10 most recent categories of the Yellow Pages that had members added (updated) to that category. It will also show the number of updates done on that day. An updated listing for a category happens when a member adds a check-mark to a new category in their own Yellow Pages Listing or when an offer edited by a member ads a new category for that member to their Yellow Pages Listing. It does not show the number of offers for the categories. It will also show how long ago those 10 most recently updated categories were changed. (for example: Today, Yesterday, x days ago, etc.).

If you click on one of the categories listed, you will be taken to that category in the Yellow Pages and can see all members who have chosen that category.

 

 

View TimeBank Yellow Pages

The View TimeBank Yellow Pages display will show every member who has chosen a category, listed by category. You can limit the list displayed by choosing a specific category, neighborhood, county, city, state/province, postal code or a combination of them.

The list offers a link to contact the member and a link to their profile, where you can see their email and telephone (if they have allowed them to be visible to other members).

When viewing the Yellow Pages you can also use the button PRINT DIRECTORY, which will print the entire directory for your timebank. Please note that the printed directory could use many pages, especially if your timebank has a lot of members. You might want to use print preview before printing the Yellow Pages Directory.

 

 

Find Members who are in the Yellow Pages Directory

 

  1.  In the Yellow Pages online display, you will be able to filter the list for a combination of category, neighborhood, county, city, state/province, and/or postal code.

    • The filters for category, neighborhood and county use a drop-down list to show you the possible choices.

    • The city field filter shows the cities that contains any of the letters entered. (Typing in 'ash' will display 'Washington' and and other city with 'ash' in its name, such as Wabash.)

    • The state/province filter autofill only shows states/provinces that are currently in the supported country list for the default country configured for your timebank. (As soon as you type the first letter of the state, it will list all states that begin with that letter.)

    • The postal code filters for all that entries that begin with the numbers or characters entered. (Entering the number '25' will display all postal codes that begin with '25'.)

    • Click on 'APPLY' to activate your filter choices.

    • The filter choices are 'sticky' and will remain as you chose then even if you navigate to another page. The filter will only return to default after logout and login again. This behavior is different from all other Community Weaver pages that offer filters.

 

  1. In the Yellow Pages display, you will be able to sort the list by first name, last name, neighborhood, county, city or state/province, but not by postal code. You will not be able to sort the list by category, neighborhood or county.

  1. In the Yellow Pages display, you will be able to see picture (if available), first name, last name, category, neighborhood, county, city, state/province, postal code for each entry. The category listed will be either the top-level category or the sub-category that was chosen. The listing does not show both the top-level and the sub-category for a listing in the Yellow Pages (top-level and sub-categories are listed separately). It also does not show the member's username.

  1. When you are viewing the Yellow Pages for your timebank, placing your cursor on an entry will highlight the entry in dark blue. Clicking anywhere on that dark blue field will take you to the profile of the member of that entry.

  1. Each entry includes a link “Contact <member's first name>” that can be used to send a message to that member (in the same manner as clicking on the yellow envelope icon in other parts of Community Weaver).

  1. The Yellow Pages includes a button “PRINT DIRECTORY” to print the entire Yellow Pages. This link sends the directly directly to your printer. This print out will list the top level categories and sub-categories alphabetically, under which the members will be listed. For each member listed in a category, it will show their full name, city, state/province (as an abbreviation) and postal code as well as their email and telephone number if they have chosen to reveal them. Be aware that the printed Yellow Pages Directory can possibly use many pages. Community Weaver does not show members a preview of the directory that will be printed, but you can user your printers preview to see what will be printed. The PRINT DIRECTORY prints the entire directory. The choices for filtering the online Yellow Pages are not used for the printed version.

 

 

My Yellow Page Listing

Your own Yellow Page Listing allows you to identify the Community Weaver categories in which you have skills or capabilities and are willing to share them with others. You can choose (with a check mark) any of the Community Weaver categories or sub-categories. Additionally, if you create or edit an offer in the timebank, the categories which you choose for that offer will automatically be added to your Yellow Page Listing, if they are not already listed. You can access your own Yellow Page listing by going to My Account or by going to My TimeBank Yellow Pages Listing, which is a new tab under the My Account tab. If you have not entered any categories in your Yellow Page Listing, when you view your profile, you will be invited to check at least one category, or make an offer of services.

 

 

 

Setting Categories in your TimeBank Yellow Page Listing

  1. When viewing your own Yellow Page Listing, if you add or delete a check mark, that setting will immediately be saved. You do not have to click on a 'SAVE” button to save your choices. This is different from any other page that you can edit in Community Weaver.

  1. If you edit an offer and delete a category, it will not change the categories check-marked in your Yellow Page Listing.

  1. If you edit an offer and add a new category, it will be added to your Yellow Page Listing (if it is not already listed).

  1. If you mistakenly created a request and edit the request to change it to an offer, the categories will automatically be added to you Yellow Page Listing, if they are not already listed.

  1. If your offer expires or is deleted, it will not change the categories check marked for you. To remove a top level category or a sub-category you will need to go your own Yellow Page Listing and remove the check mark(s).

  1. If you reactivate an expired offer, it will not change the categories check marked for you.

  1. You can choose a top level category without choosing any of the corresponding sub-categories.

  1. If you choose a sub-category in the Yellow Pages, then you will automatically be listed for the corresponding top level category as well as the sub-category. You cannot be listed for a sub-category and not the corresponding top level category. This is the case for manual entries in your Yellow Pages Listing as well as for automatic listings when you create a new offer.

  1. When the Yellow Pages is first installed in a Community Weaver timebank it will find each of your offers and it will record the categories of those offers in your Yellow Page Listing.

Removing Categories from your Yellow Page Listing

You can remove a category from your Yellow Page Listing at any time. Go to your Yellow Page Listing and remove the corresponding check mark. Removing a category from an offer will not remove it from your Yellow Page Listing.