360 View Training

Navigating New Features and Enhancements for Improved Efficiency

360 View updates & Refresher

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demonstrate the ability to update member profiles and create a new member or prospect entry accurately and efficiently

Objectives

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confidently navigate the updated 360 system and perform key functions, such as managing incidents, activities, and pipelines to enhance my daily workflow

Upon completion of this training, I will be able to:

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Access instructions & what's new

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360 View Training Site

To access the Training Site through iCommunity, follow these simple steps:

1. Go to iCommunity
2. Find the Operations tab in the main navigation menu at the top of the page
3. Under the Operations tab, click the Training Site link to open the training site

You can access the 360 View training site through iCommunity

Or follow the link below to access the training site

Much of the content and navigation remains the same. With the updated version of 360, you'll notice significant improvements:

• a more intuitive interface, with easier navigation

Out with the old and in with the new

OLD

NEW

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myincidents refresher

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You should fill out an incident when:

• There's a situation you want to reflect upon in the future
• Information that could be helpful to you or someone else when interacting with the member
• You need to involve another department

The myIncidents page still serves the same purpose:

• Tracking member incidents
• The status of incidents
• Your follow-up tasks

• Updated look
• Improved filter options

myIncidents

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myactivities refresher

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MyActivities Overview

Types of Activities

Activity Organization

• Member Interactions: These include touchpoints like letters, phone calls, and emails
• Onboarding Activities: For example, follow-up calls at two weeks and two months after a new member joins
• Process Follow-Up: Used to ensure we're completing tasks related to specific member needs

• Past Activities: Displays what has aleady been completed
• Activities To Do: Shows activities that still need to be completed

MyActivities Best Practices

Pro Tips for Staying Organized:

• Use filters to prioritize tasks by due date or type of activity
• Always ensure notes are clear and concise fo team visibility

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mypipelines refresher

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myPipelines

Some of the popular pipelines we use include:

• The Deceased Member Pipeline, which ensures we handle all aspects of the process for our members and their families
• The Debit Card Fraud Pipeline, which tracks the steps needed to resolve fraudulent transactions

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myreferrals Refresher

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myReferrals

The myReferral tab is a powerful tool for connecting our members with the services they need.

iCommunity Operations

Learning & Development Team

Thank you!