WEBVTT

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In this video we're going to demonstrate how to report your accomplishments that are associated with communities.

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So from the dashboard we're going to select accomplishments

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and then once in accomplishments you are gonna see your list of

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yearly action plans and you can see mine here. So I'm going load this one called testing 123

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and know you'll see the table come up

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and if I scroll down you'll see in this community column I have these check boxes

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beside these two actions and that indicates that these actions are associated with a community.

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So now, if I want to report my accomplishments for these actions,

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I click the little arrow right here this side arrow

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and now you can see if I scroll down

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that I've associated these actions when I developed a scenario with the community of pine ridge.

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Now to edit this and add my accomplishments

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I simply click "Edit" and now you can see that I've activated the accomplishment row

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and so I can go and say I've did three here

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4 and so on

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and then I can click "Update".

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And now it's telling me that it saved my row information and I can now click "OK".

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Now for me to make this disappear so I can look at the next community actions

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Simply go back to that little arrow, you can see how it's down at a 45, I click that and it goes back up where it was. Now I click the next one

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and again you can see I've got my planned actions here when I'm going to establish or maintain group contacts I click "Edit"

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and then I can come in and add whatever I need in here

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and then simply click "Update"

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I can say "OK", and then it gets saved.

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Now, let's say that I met with this group more than I'd planned

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And that's ok I can click "Edit" again and I can say I met with these guys also in July, August, and September.

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I didn't plan on doing that. I ended up meeting with them anyway.

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So I want to report that accomplishment. So I can click "Update"

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and again it saves the row

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And then I can click "OK". Then to make this be hidden again, I simply click this. So the important thing to notice is that

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when you're looking to report you community actions that you've associated with the community,

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look for this little check box right here.

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So that you can find those actions.

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Now you have to have associated those actions

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with a community in the scenario for this to show up.

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That concludes our demonstration on how to report community actions associated with a community.