Topics: vTools

View tutorials for all vTools Applications. Please note: vTools applications are being updated all the time! There may be some tutorials that contain out-of-date information. We do our best to keep all tutorials as current as possible.
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Engage

An interactive relationship management solution that captures data for IEEE members and non-members.
8 articles
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eNotice

An electronic mail subscription service that has been developed for IEEE organizational units to facilitate email distribution of newsletters, meeting notices, and other IEEE announcements.
11 articles
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Events

A tool used for creating and managing IEEE Section, Subsection, Chapter, Affinity Group, and Student Branch meetings and events.
17 articles
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Local Groups

A Local Group (LG) is a new IEEE Organizational Unit that is a sub-unit of a Section focused on a specified local interest such as HAM Radio or Blockchain.
4 articles
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Nominations

Created for IEEE volunteers to help them select eligible candidates to be on the ballot for an upcoming election.
7 articles
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Officer Reporting

Enables current geographic unit volunteers to submit officer reporting online. Volunteers can enter new officers and view, remove, or replace existing officers.
7 articles
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Student Branch Reporting

Created to assist IEEE Student Branches in planning and tracking activities of the Branch.
2 articles
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Voting

Created to assist IEEE organizational units in conducting online elections.
14 articles
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WebInABox

1 article
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Viewing a List of Members

Duplicating a Ballot

My Events and Manage Events – What’s the Difference?

Filtering on Engagement Score

Editing or Archiving a Pending Report

vTools Officer Reporting: Approvals and Troubleshooting

Pull a report of Events for your OU

Logging an Interaction for a Member

Emailing a List of Members

Downloading a List of Members

Email Election Results to Voters

Engagement Scores

Who Can Vote?

Nominations Tool – Process Overview

Nominations Process Instructions – Full Process

File a report for a past event already in the system

Local Groups – Overview

Cancelling an event registration

Events Activity Dashboard

How To Request a Local Group

A Quick Tour of vTools Engage

How to Find Back Events you have Created

How to Adjust the Timeline for your Nominations Process

How to submit a petition

How to submit a nomination

Requesting Approval for Single-Candidate Slates

Requesting Approval for Single-Candidate Slates

Approving a Local Group Request – Section Chair

Event Categories and Sub Categories

Society Recipients for eNotice

How to View and Join Local Groups in vTools

Who Can Access Engage?

Editing/Deleting a Student Branch Annual Plan

Cancelling an Event

New! Creating Ballots from Nominations Platform

Creating an Event

Create a New Event from an Existing Event

Managing Events

@Event on-site registration

Creating Meal Tickets and Name Tags

File a report for a past event not in the system

Events Feeds/API

Request New Officer Position

Creating a Student Branch Annual Plan

Creating and Editing Sites in WebInABox

About Voting

Managing Ballots and Motions

Creating a New Ballot

Create a Motion Ballot

Loading the Voter list

Voter Instructions

New! Reporting Election Results

Updating Election Results

Viewing Election Results

Emailing Voters

Managing the Website URL

Viewing Officer Logs

Adding/Editing an Officer

Viewing the Officer Roster

Creating an eNotice

Personalizing an eNotice

Choosing Recipients to an eNotice

Sending Test eNotices

Managing eNotices Using the eNotice Dashboard

Creating an eNotice From an HTML File

Sending an eNotice from Events

Sending an eNotice to Registrants

Customizing an eNotice’s ‘From’ and ‘Reply-to’

eNotice with multiple Target OUs Require Approval

vTools Overview