National Online Reporting Tool (NORT)
Contents
1. Goal 500 00 Number of Donors 5 Special Event Verbal to 50 00 date Donor Verbal to date gift 50 00 form Total Verbal Results to Date 5200 00 Participation Rate 0 50 Percentage of Goal 60 00 Last Updated Date 08 02 2012 10 19 52 AM Cancel Change s Save Change s 13 Below their contact information they will find the following section to fill out to update their GCWCC verbal campaign results Verbal Results to Date Population 1 000 Goal 500 00 Humber of Donors 5 Special Event Verbal to 5100 00 date anor Verbal to date gift Total Verbal Results to Date Participation Rate Percentage of Goal Last Updated Date 08 03 2012 12 30 36 PM They will be asked to update the following five items for their local departmental office s with GCWCC information Population Goal Number of donors those who have filled out a gift form Special Events Verbal dollars to date verbal donations via special events and Donor Verbal dollars to date verbal donations via the gift form Departmental Users should be reminded not to forget to click when they are finished entering your data Once Save Changes has been clicked the data is kept in a historical record which is displayed below the data entry section Special Donor of Event Verbal to Goal of D Total Verbal participation Percentage Verbals La Employees wa Ae LE Verbal2. Abitibi T mis a et Nord du Qu bec Lily Lily Alberta Capital Region Jamie Sue Prairie Edmonton ERON Edmonton Alberta 4 Streak Red Deer Alberta Central Alberta ch Prairie Region Red Deer Toronto and Area Jessica Jessica Be a star in someone s life Soyez l toile dans une vie Create Edit my Departmental Users Campaign Wear ETS Department ec an Sis Few erin Ag eS Reporting United way Contact Information Contact Mame Region District Location Other Information Address Tity Prowince Postal Code Country Telephone Number Preferred Language English 9 French Email Address Login ID must be 20 characters Actie These fields are mandatory of Employees D Goal PD TD of Donors Zi Special Event verbal te date Fe Conor Werbal to date gift form POD Werbal Results to Date Total Werbal Results to Date 0 00 Participation Rate 0e ee Percentage of Goal 0e 2 Werbsals Last Updated On Cancel Changes You can create as many Departmental User accounts as you need You will need to fill out 7 mandatory pieces of information for each Departmental User account that you create 1 Contact Name The contact name is the name of the local volunteer Departmental User who you are opening the account for Please provide a fir
3. Werb l ane ee MONS eee of Donors Event Wer EN RE RE E RE ES 5 Date Rete T l a Les 5 bo dabe E Remember to click when you are finished making the changes Option 2 De active the account of the previous User and create a new account for the new User If there is a particular reason for which you would like to keep the accounts separate you can de active the account of the previous User and open a new account for the new User To ensure previous data is preserved the data entered by the deactivated User will continue to count toward the departmental verbal results in that particular location until the newly activated User enters data Create Edit my Departmental Users To de activate a Departmental User from the Main Menu click You will be sent to a screen which will display any all existing Departmental Users 11 Be a star in someone s life Soyez l toile dans une vie Create Edit my Departmental Users Abitibi T miscamingue et Nord du Qu bec Barbara Jean Abitibi T miscamingue Quebec et Nord du Qu bec Beatrice Dexter Quebec Center Abitibi T miscamingue et Nord du Qu bec Abitibi T mis a et Nord du Qu bec Katie Katie a Lily Lily a Alberta Capital Region Jamie Sue Prairie Edmonton Central Alberta Prairie Region Red Deer Toronto and Area Jessica Jessica Click View Edit Fran ais zr Return to Menu 1219 hidey ho street Lalla i Edmonton Al
4. available at the top right hand corner of all screens whenever you are not entering data or you are away from your computer To Access NORT To access NORT please go to www gcwcc cemtgc national ors dE Be a star in someone s life cewee Soyez l toile dans une vie National Online Reporting Tool NORT Outil national de rapports en ligne ONRE GOVERNMENT OF CANADA WORKPLACE CHARITABLE CAMPAIGN CAMPAGNE DE CHARITE EN MILIEU DE TRAVAIL DU GOUVERNEMENT DU CANADA United Way Centraide Password Mot de passe Enter Entrer View Reports Visualiser les rapports Departmental Login Nom d utilisateur du minist re ods Government Gouvernement Healthpartners United Wau Q Cenbrakia g 4 of Canada du Canada era tbe of Canada Carada To Log in Please click the Departmental Login option A Be a star in someone s life 7 cence Soyez l toile dans une vie National Online Reporting Tool NORT Outil national de rapports en ligne ONRE GOVERNMENT OF CANADA WORKPLACE CHARITABLE CAMPAIGN CAMPAGNE DE CHARIT EN MILIEU DE TRAVAIL DU GOUVERNEMENT DU CANADA Email CourrieW Password Mot q Enter Entrer Go Back Retour l arri re CN H I Government Gouvernement Healthpartners N Centraide of Canada du Canada Partenairesant arada Please enter your E mail Please enter your Password Note Your password will be provided to you by the GCWCC National Office If at any point in tim
5. to date gift gars to Rate of Goal Updated Q date form ms 08 03 2012 100 00 200 00 300 00 0 50 60 00 12 30 00 PM 3 08 03 2012 Po n a gii 10 13 00 AN Contact Name 14 To View Current Year s Verbal Results Reports or Final Results Reports from a Previous Year Notes When viewing verbal reports only the current year s reports are available for your respective department You will not be able to see data on other departments o Verbal Result to date by Department Agency o Verbal Result to date by Department Province and United Way o Verbal Results to date by Department Region and Location The final results for the current year will not be available until all results are in and they have been released from the GCWCC National Office However you will be able to view final results from previous years Summary by Province Summary by Province and United Way National Results by United Way National Results by Department Agency National Results by Department Province and United Way Friends and Leaders by United Way Friends and Leaders by Department A gency Designations Percentage of Total by Province and United Way Comparative Results O O O O O O O O O From the Main Menu click View Annual National Results Reports iw Be a star in someone s life Soyez l toile dans une vie CCMTGC Department Reporting United Way Contact Information Contact Name Region District
6. to select the year or department that you would like to view However if you select any of the Verbal Results to date reports you will only have access to the verbal results for your particular department for the current campaign year Be a star in someone s life Soyez l toile dans une vie Verbal Results to Date by Department Agency Select report criteria Campaign Year Once you have made all of your selections click ________ ViewReport _ You will then be able to view the report For example see below G Main Report v M 125 v GCWCC 2010 Verbal Results to Date by Department Agency CCMTGC 2010 R sultats verbaux a ce jour par minist re organisme a i iia a Sposa Eros Donor Verbal Les Premoss Yen Tom re of donors Pascpascs Css ve Soule ims Verbal Roada Dom Riran de l ann e lore 2 de donsmesn Pascpascs Dees rabs z des 0 00 7 506 00 NCR RCN Ottawa amp Outaouais ae Employees Sub Total 1 382 291 85 Department Total 1 582 291 35 Options for National Reports A Print the report by selecting in the top left hand corner The following screen will appear Select the portion of the report you would like to print or the entire thing and then follow your normal printing dialogue instructions Print Options Enter the page range that you want to Print All Pages From To To Print 1 In the next dialog that appears select the Ope
7. Government of Canada Workplace Charitable Campaign GCWCC National Online Reporting Tool NORT DEPARTMENTAL ADMINISTRATOR GUIDE Updated July 2013 Be a star in someone s life Soyez l toile dans une vie National Online Reporting Tool NORT Outil national de rapports en ligne ONRE View Reports Visualiser rappo Enter Entrer ME Government Gouvernement Healthpartners United Wau Centratia al od EI of Canada du Canada iii tres bd nt Table of Contents Welcome to the National Results Reporting Pilot 3 NYY C1 OC O NOR ee ice 4 Important Points to Remember about NORT issues 4 ROC NORD a E E E EE E 5 IAES a E E E E A EE E E E E EEE E E EE 5 M DVR CI e E E E E 6 To Edu Contact Tannin Ai Olsenien rn enra ar ror ra eer rE 6 MO Cie AC edit De partic mi al UW SR a EIEE A E 7 To change a Departmental User for a region 10 Updating a location s GCWCC Verbal Results to Date 0 ccccccccceeceeeeeeeeeeceeeceeeceeeeeeeeeeeeeeees 13 To View Current Year s Verbal Results Reports or Final Results Reports from a Previous Year 15 TRAE OA AE 18 Welcome to the National Results Reporting Pilot United Way Ottawa UWO is the Campaign Manager for the Government of Canada Workplace Charitable Campaign GCWCC as mandated by Treasury Board and is looking for ways to advance the national aspect of the campaign The national aspect of the GCWCC provides departments and agencies and their staff the opport
8. Location Other Information Address City Province Postal Code Country Telephone Number Preferred Language Email Address Login ID Canada Revenue Agency NCR RCN Ottawa amp Outaouais Billy Bobarelli HQ Ottawa 1243 Rideau Ottawa Ontario NSM 4T4 Canada 613 123 4567 English bilybob unitedwayottawa ca Create Edit my Departmental Users Update Verbal Results to Date for my Region View Annual National Results Reports A list of all national results reports available for viewing will appear 15 Select the report you would like to view Fran ais Be a star in someone s life Soyez l toile dans une vie G CCMTGC LogOff Return to Main Menu Select a report SS ms net OTL Summary by Province Summary by Province and United Way National Results by United Way National Results by Department Agency National Results by Department Province and United Way Friends and Leaders by United Way Friends and Leaders by Department Agency Designations Percentage of Total by Province and United Way Comparative Results Canada wide Campaign Summary Verbal Results to date by Department Agency Verbal Results to Date by Department Province and United Way Verbal Results to Date by Department Region and Location Depending on the report that you chose you will be prompted to select additional criteria For example you will be prompted
9. al Results to Date for my Region Be a star in someone s life Soyez l toile dans une vie Department Reporting United Way Contact Information Contact Name Region District Location Other Information Address City Province Postal Code Country Telephone Number Preferred Language Email Address Login ID Canada Revenue Agency NCRIRCN Ottawa amp Outaouais Billy Bobarelli HQ Ottawa 1243 Rideau Ottawa Ontario NSM 4T4 Canada 613 123 4567 English bilybob unitedwayottawa ca Create Edit my Departmental Users www Update Verbal Results to Date for my Region View Annual National Results Reports a 1 a v Pagey Safety Toos amp Be a star in someone s life Soyez l toile dans une vie m Now you can edit all of your Departmental Administrator contact information Don t forget to click Save Change s Be a star in someone s life Soyez l toile dans une vie Department Canada Revenue Agen Reporting United Way NCRIRCHN Ottawa amp Outaou Contact Information Name Region District Location Other Information Postal Code Telephone Number Country Preferred Lanquage Email Address Login ID These fields are mandatory Te transfer your GOWWCC departmental administrator responsibilities to another indiv KISA Office at G13 225 3897 Werbal Results to Date Number of Domors Special Event Verbal to date Donor Verbal to dat
10. al Users enter updated information in NORT every week of the GCWCC from late September to early December The deadline for submissions will be 12 00 p m Eastern Standard Time every Monday You may wish to ask your Departmental Users to submit their data a bit earlier so you can have a look at it also The data that is in NORT by 4 00 p m E S T every Monday is what will be used to prepare the reports for the weekly Deputy Ministers breakfast meetings on Wednesday When Departmental Users log in they go directly to their only screen which allows them to update their own contact information and to enter their verbal results GCWCC CCMTGC Department Reporting United Way Contact Information Name Region District Location Other Information Address City Province Postal Code Telephone Number Country Preferred Language Email Address Login ID These fields are mandatory Be a star in someone s life Soyez l toile dans une vie Canada Revenue Agency Alberta Capital Region Jamie Sue Prairie Edmonton Edmonton street Edmonton Alberta M2N 2M2 612 122 4567 English French jamicsuc unitedwayottawa ca To transfer your GCWCC departmental data entry responsibilities to another individual or to change your login id email address or password please contact Billy Bobarell at 613 123 4567 or billybob u mitedwayottaws ca Verbal Results to Date Population 1 000
11. berta 4sth Street Red Deer Alberta J on the line of the User that you want to de activate A new page will appear with that user s information When this happens unclick the active status button see below Be a star in someone s life Soyez l toile dans une vie Create Edit my Departmental Users Campaign Year 2010 epee Cr Revere ACER Reporting Umit ed Way Abena Capel Region Contact Information Contas Neo ame Sue Telephon Humber rs er Prefened Lonenmesce d Errgplish SS Frendi Email Address Login ID JemlesuefRunmecwayomswa ce se el dS ee eee aby D must be 8 30 chenecters Werbal Results to Date E of Employ os 1 000 Gani 350000 of Demers z Special Event Verbal to dote S000 Donor Verbal to dete Court torm S000 Tots Verbal Results to Date S300 00 VWerbeals Last Updated On panman 101 SoS AMA E of Special ASE of Donors Event Werbal Erripa yee E br Aae Tootel Werba Fesul te Date Bawa verbal bo debe gift rm Fo Contest N rrr 27 Participation Pereentie e of Reate Go al You can now create a new User See instructions above To create edit a Departmental User 12 Updating a location s GCWCC Verbal Results to Date NOTE There is a Departmental User s manual available for each Departmental User to help guide them through the following process You will need to make sure that all of your Department
12. campaign goal if available number of donors special event and donation dollars raised and to update the data weekly from September to December Participating departments agencies will be able to use the system to monitor their campaign progress across the country and brief their Deputies accordingly Local United Ways will also have access to the system to collect the data they require for verbal results reporting from the departments and agencies participating in the pilot project All other existing operational requirements and procedures at the local level will remain the same Local volunteers will maintain their relationship with their local United Ways and gift forms and donations will continue to flow between them as they do now and there will be no change to final campaign results reporting Note Departmental Administrators will not be asked to enter NCR verbal results in NORT These will continue to be captured under the existing systems utilized in the NCR Welcome to NORT This Guide for the GCWCC National Online Reporting Tool NORT has been prepared to serve as a reference tool for Departmental Administrators participating in the pilot project on national campaign results reporting It will help you learn how to use NORT including how to 1 give NORT access to the local campaign volunteers within your department s regional district local offices across Canada and 2 collect updated verbal results from them For this
13. e gift 4 750 00 form Total Verbal Results to Dat ehh See Participation Rate 63 00 Fe Percentage of Goal 134 75 4 Last Updated Date AZ 4 52 12 PM To create edit a Departmental User You will first need to identify the local volunteers in your department across Canada who are responsible for coordinating the GCWCC in their areas Once you have done so you can create Departmental User accounts for them in NORT From the Main Menu click Create Edit my Departmental Users _ Fran ais Be a star in someones s life Soyez l toile dans une vie Department Canada Revenue Agency Reporting United Way NCR RCN Ottawa amp Outaouais Contact Information Contact Name Billy Bobarelli Region District HQ Location Other Information Ottawa Address 1243 Rideau City Ottawa Province Ontario Postal Code NSM 4T4 Country Canada Telephone Number 613 123 4567 Preferred Language English Email Address Login ID bilybob unitedwayottawa ca Create Edit my Departmental Users Update Verbal Results to Date for my Region View Annual National Results Reports Be a star in someone s Life Soyez l toile dans une vie Create Edittmy Departmental Users Return to Menu Export to Excel File New Departmental Contact RE ERE etl stic Po Abitibi T miscamingue et Nord du Qu bec Barbara Jean Quebec Beatrice Dexter Quebec Abitibi T m rd d Center et No ho street abana rime sous cee e a
14. e you cannot remember your password please contact Sandy Stiles at GCWCC_ National unitedwayottawa ca or at 613 228 6897 5 Main Menu Upon log in you will be brought to the NORT Main Menu Below is an example of the page you will see The GCWCC National Office will pre fill this page with your Departmental Administrator information before you receive your password All you have to do is check the information and edit it if there are any errors Aole http gewccnationalresultstesting forms frmDepartme O X QO Staff List GCWCC National Results x tn Lo 93 File Edit View Favorites Tools Help 3 amp OurWay Suggested Sites Web Slice Gallery 2 Google Maps Department Affaires autochtones et D veloppement du Nord Canada Reporting United Way Newfoundland and Labrador Contact Information Contact Name Region District Location Other Information Address City Province Postal Code Country Telephone Number Preferred Language Email Address Login ID Your Name Atlantic Region Corporate Accounting and Materiel Management 10 Wellington Street Gatineau ac K1A OH4 709 771 9999 Francais Your name aadnc aandc gc ca Create Edit my Departmental Users Update Verbal Results to Date for my Region View Annual National Results Reports To Edit Contact Information To edit your contact information from the Main Menu click Update Verb
15. kplace postal code for the Departmental User and the local United Way will pop up on screen Enter the local United Way in NORT If you have any difficulties with any of these options please contact the GC WCC National Office at 613 228 6897 Once you have opened the Departmental User account and entered all of the required information you will need to email the Departmental User and let them know 1 Their login ID email address 2 Their password To change a Departmental User for a region Important Note If there comes a time when you need to change a Departmental User for a particular location do NOT delete the previous user Every user account created carries a historical thread of data which if deleted cannot be restored If it becomes necessary that you need to change a Departmental User for a specific location during the campaign it would be necessary to identify another individual in that departmental office to assume the User role as quickly as possible Once you have located a new Departmental User there are two ways to transfer the responsibility Option 1 preferred Change the e mail and password of the existing User to reflect the new User The simplest way to transfer the responsibility is to keep the account of the previous Departmental User and simply update the email password and personal information to reflect the new User By keeping the same account this method will ensure that the previously entered data
16. n this file option and click the OK button 2 Click the printer icon on the Acrobat Reader Menu rather than the print button on your internet browser B Save the report by selecting FJ in the top left hand corner The following screen will appear Select the format that you would like to save the report in Then select the portion of the report you would like to save by page number or you may save the entire document and Click Export Options Please select an Export format from the list Formats be Formats Enter the page range th ENT EITIE AI ee aay PDF da MS Excel 97 2000 Data Only Faw oe 17 Thank You Thank you for participating in our pilot project for GCWCC departmental verbal results reporting Please contact the GCWCC National Office if you need any assistance If you are contacted by Departmental Users who have questions that you cannot answer please have them call us or their local United Way for further assistance We would also appreciate to hear feedback from you on your pilot experience Please feel free to email the National Office 18 19
17. pilot project during the campaign Departmental Administrators participating in the pilot will collect verbal results from their local departmental volunteers across Canada outside the NCR on a weekly basis through NORT This information will enable these departments to see a snapshot of their GCWCC campaign outside of the NCR and reinforce the national aspect of the campaign The national totals from outside the NCR for departments agencies participating in the pilot project will be reviewed at the Deputy Minister weekly breakfast meetings with the Clerk of the Privy Council during the campaign along with the NCR results This will give Deputy Ministers an overview of department wide results for the pilot departments while the campaign is unfolding If you have any questions not covered in this manual or for more information please contact the GCWCC National Office staff at United Way Ottawa Sandy Stiles Manager GCWCC National Approach United Way Ottawa Tel 613 228 6897 Fax 613 228 6722 e mail GCWCC_National unitedwayottawa ca Important Points to Remember about NORT 1 Once all your data entering is completed remember to click at the bottom of the screen It is very important to save any and all information entered or changes made since if the system is left inactive for any longer than approximately 30 minutes the application will time out A pop up will notify you of this prior to timing out Don t forget to iii
18. remains preserved To pursue this option from the Main Menu click Create Edit my Departmental Users You will be sent to a screen which will display any all existing Departmental Users Be a star in someone s Life 2010 View Edit Soyez l toile dans une vie Create Edit my Departmental Users Export to Excel File zr Return to Menu New Departmental Contact Abitibi T miscamingue et Nord du Qu bec Abitibi T miscamingue et Nord du Qu bec Abitibi T miscamingue et Nord du Qu bec Abitibi T miscamingu e et Nord du Qu bec Alberta Capital Region Central Alberta Toronto and Area Click on the line of the User that you want replace A new page will appear with that user s information When this appears edit all of the information to reflect the details of the new User Most importantly do not forget to edit their email address and password 10 Be a star in someone s life Soyez l toile dans une vie Create Edit my Departmental Users Campaign Year So Deparment ms Fons AE Reportirg Liat Way Arta Capall Reyon Contact Information Prefened Largus ge d Email Gress L LD T must be 8 30 Hh r eters These felds re mandatory Werbal Results to Date of Employees 1 000 of Demers 5 Special Event Werbal to date s Door Were to dete gift torm 5000 Total rte Rests to Date Werbel f seil Total
19. st and last name 2 Region District Provide the name of the highest level of organization at whichyour campaign leader wants to report results 3 Location Other Information Provide the name of the next level of organization at which your campaign leader wants to report results 4 Telephone Number Enter a telephone number for the Departmental User 5 Email Address Login ID The email address of the Departmental User will be used as their Login ID tis recommended that you use a workplace email address 6 Password You provide the password as the Departmental Administrator Itis recommended that you use a simple series of numbers or letters Itis also recommended that Departmental Administrator s keep a list of passwords somewhere safe Ifa password is ever misplaced or lost the Departmental Administrator can reinstate a new password for the user or you can contact the GCWCC National Office for assistance 7 Reporting United Way Every User account that you create MUST be linked to a reporting local United Way GCWCC campaigns are managed by local United Ways across the country and these United Ways are where all gift forms are returned on a local basis for processing To find the local United Way for a particular User i Goto United Way Canada s website under the Local United Way Section http www unitedway ca This site allows you to search for United Way by Postal Code Enter the wor
20. unity to recognize and celebrate their commitment to community across the country Comprehensive national campaign results have up to now only been readily available from local United Ways well after the annual GCWCC closes in the NCR However interest in the national picture from a departmental perspective is growing To build on this momentum UWO launched a pilot project in 2011 to collect national live verbal campaign results from a small group of departments and report these as a snapshot of national progress at the Deputy Ministers weekly breakfast meetings with the Clerk of the Privy Council in the fall Given the success of the 2011 pilot UWO has continued the pilot project UWO will give each participating department agency access to an on line automated system the National Online Reporting Tool NORT to track verbal results at the local level and produce updates nationally during the campaign The major tasks for each department agency participating in the pilot will be to e Identify the local campaign volunteers within that department agency s regional district and other offices across Canada e Enlist their support to change from the current means they use locally to record and report verbal results collected during the campaign and e Open user accounts for them in the new automated reporting system NORT During the fall campaign participating volunteers will be asked to report on five items number of employees
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