what’s cooking at sponsorium miami, february 10, 2015
TRANSCRIPT
![Page 1: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/1.jpg)
What’s cooking at Sponsorium
Miami, February 10, 2015
![Page 2: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/2.jpg)
A Review of Recent Developments
• Flexible Questionnaire Design• Improved Questionnaire Management• Multi-Party Evaluations• Surveys• Charity Verification• Cheque Requisition• Other Improvements
![Page 3: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/3.jpg)
Tailoring Your Questionnaires:Flexible Multi-page Design
Build your questionnaires with any number of pages, in any order.
Applicable for all types of questionnaires:• Web questionnaires • Evaluation questionnaires• Surveys
![Page 4: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/4.jpg)
Tailoring Your Questionnaires:Flexible Field Placement
Any field can be added anywhere in the questionnaire.System Fields- Project Name, Start Date, End Date, Amount Requested, etc.Custom Fields- Employee ID Number, Sponsorship Category, Own Sectors, etc.Evaluation Criteria- Scored questions visible in the Evaluation section of the tool
![Page 5: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/5.jpg)
Tailoring Your Questionnaires:Fields & Validations
Variety of types of fields available:• Single choice / Multiple choice• Text / Number• Email, Date, Currency, Percentage, etc.
New ways to validate fields on web questionnaires:• Min. & max. value for numbers• Max. number of characters• Min & max number of selections for multiple
selection fields • Special patterns for special cases (e.g. Employee ID)
![Page 6: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/6.jpg)
Tailoring Your Questionnaires:Layout Options
Pages can be organised into sections:More structure into single page mainly enhancing applicant’s experience.
New layout options available:• Vertical vs Horizontal placement• Customisable fields width• Customisable number of lines in text boxes,
etc.
![Page 7: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/7.jpg)
Tailoring Your Questionnaires:Conditional Fields
Make field(s)/question(s) appear or disappear based on previous answers.
Direct applicants towards specific sections of the form (“branching”).
![Page 8: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/8.jpg)
Managing Your Questionnaires
• Creating drafts and work on them before you publish your questionnaires.
• Create a new draft from scratch or as a copy of an existing questionnaire.
• Preview your questionnaire templates before you publish them.
• Access complete history of answers/scores.• Set questionnaire’s activation dates
![Page 9: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/9.jpg)
Multi-Party Evaluations
Multi-Party Evaluations can be used to group several individual (and distinct) evaluation forms into a single global evaluation.
![Page 10: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/10.jpg)
Multi-Party Evaluations
Each evaluation form in a Multi-Party Evaluation can be sent to a different person.
![Page 11: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/11.jpg)
Multi-Party Evaluations
The results of these different evaluation forms are then combined into single score.
![Page 12: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/12.jpg)
Surveys
Surveys can be used to collect information from several respondents, for the purpose of aggregating data into statistics.The survey link can be published on a web page or sent by email to all targeted respondents.
An example survey:https://miami2015--surveys2.sponsor.com/?lang=en&sdid=366047
![Page 13: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/13.jpg)
Surveys
Surveys remain open until they are manually closed by the PerforMind user.
![Page 14: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/14.jpg)
Surveys
Clicking on a closed survey shows the aggregated statistics for each question.
![Page 15: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/15.jpg)
Charity Verification
The Charity Verification feature provides a convenient way to verify a charitable organization’s grant eligibility directly from PerforMind.
![Page 16: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/16.jpg)
Cheque Requisition
With the Cheque Requisition feature, it is possible to send properly filled cheque requisitions to the Accounts Payable department of your company.
![Page 17: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/17.jpg)
Other Improvements
• New page showing the budget by due date• Improved correspondence wizard– Streamlined user interface– Reusable correspondence settings
• New types of notification– Notifications to assigned users when budget items are due– Notifications to evaluation creators when evaluations have
been completed
• And a lot more!
![Page 18: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/18.jpg)
Upcoming Developments
• Enhanced security features• Customizable project summaries• Customizable terms for different industry
sectors• User interface improvements• Matching Grants module• Employee Volunteering module• And more!
![Page 19: What’s cooking at Sponsorium Miami, February 10, 2015](https://reader036.vdocuments.us/reader036/viewer/2022062409/56649e465503460f94b3b1ff/html5/thumbnails/19.jpg)
Thank you!
Accessing the Release Notes:
For additional support and to discuss presented changes please contact your local Customer Support representative.