User Manual: Basic
Contents
1. Personal Information section members can change their current location by simply clicking on the Current Location dropdown and clicking 1041 3406 to save the changes The Current Location is used to define the exact location of an employee If you move from one place to another be sure to update your Current Location this information is used by RallyPoint to map your location graphically on our interactive mapping tool Look in E Desktop Uploading a photo To upload a photo click on the Browse omy Documents button located in the personal information section of the bra Bees 5 5 5 jocuments Safari member profile When the Choose File dialogue box pops up B Desktop browse through your files and choose the image that you would like to upload and click Open Be sure to use an image that is around 100 x130 pixels in size Larger images can be used but will only display 100x130 File name Deleting a photo To delete a photo select the Delete Photo Fiesol ype ab Fis checkbox and click A7 amp S4 E to remove the image www myrallypoint com 12 Adding Updating Skills To update member skills click Change and the Skills and Crafts selection box will appear Select the appropriate skills and crafts or add a new skill or craft and click seam i Note Not all members will have the rights to add a new skill or craft See your system administrator if you need these righ2. Inbound communications are messages that are sent from multiple locations to a central location Outbound communications are messages that are broadcasted from a single location to multiple locations The most commonly used notification systems were designed using only outbound communications Not only are these systems incapable of reaching devices that are not in service but the fundamental methodology has only a fraction of the utilization as an inbound and outbound system like RallyPoint PROS Inbound Outbound Places accountability on the employee member Messages are centrally broadcast to large or specific groups of people Management and Employees from a cooperative partnership for communications Messages can arrive at different types of devices Collects and manages all information centrally for easy management review and Great for warning systems and general alerting and notification action Utilizes currently available communications resources not predefined resources icati i CONS Inbound Outbound Requires Management and Employees to do their part Responsibility is placed on management alone Employees members have no responsibility to communicate or respond or be accountable Requires call trees and lists to operate Does not work if the device the message is sent to is down or the infrastructure is down Lists are hard to maintain Does not collect any information about the situation Does not track the location of
3. and the location will be added to your profile and set as your current location www myrallypoint com 14 Updating a Location To update a location find your desired location from the list click Edit and the information will appear in the form to the left Update the information in the form and click YPOATE SA E Deleting a Location If you would like to delete the location simply click elete next to the address A pop up window will appear confirming your selection If you would like to delete the location selected click OK if you would like to cancel your request click Cancel Setting a Default Home Location There are two ways to set your default home location 1 If your default location is an existing location locate the desired location from the list and click Edit The information will appear in the form to the left Click the Default Home Location check box and click Y OATE SAvE 2 If your default location is a location added on the fly complete the Add a Location form and select the Default Home Location check box Click Woatsae and the location will be added to your profile and set as your default home location www myrallypoint com 15 A note from Transformyx Your organization cares about you and has chosen RallyPoint as part of its emergency preparedness and disaster recovery plan If everyone takes care of their responsibility your company s overall recovery goal will
4. Location From the drop down menu select your current location from a previously added location or select Add New Location to enter a new location on the fly Working Phone 1 123 456 7890 Working Phone 2 Enter in your currently working phone numbers Norking Phone 3 Working Phone nae DOER 8 Limited to 3 numbers Email Address Address A na TEE Email Address Enter your currently working email address State Province LA A Address Enter the address you are currently located at Comments Comments Type a message for your manager in the comment box Every time you check in to RallyPoint it is stored in your Sent Items section of your Inbox 2 3 3 Things You Need In this section check any of the boxes that apply to you Filling out this section will generate a report for your manager to view and form a plan that accommodates the needs of his members Things You Need Batteries Burial Needs 2 3 4 Things You Can Provide PERE En Clothing Food Check any of the boxes that apply to you Filling out this section will Medical Attention Medicine generate a report for your manager RED Rone Tae 8 5 5 Power Schools Once the Check In Things You Need and Things You Can Provide SER See forms are compl
5. Status used when there is an event and you are past the initial impact Status used when there is an event and you are past the recovery phase and entering into the return to work phase RETURN Return is used as 3 general call to all employees to return Member Tabs 2 3 Check In RallyPoint s check in is based on the current facility status and the interval of that event set by that member s manager or facility manager This will determine how often the user has to check in to the system There is a report that will allow managers to view check in intervals to see who complied with check in intervals and who didn t sass ACME rallypoint Corporate Headquarters Direct Report Johny Monika Checked in Profile Security Check In View Messages 2 2 Check In Form Things You Hood H l 33535 3535 5 6 6 opono oooo a 2 3 1 How to Check In By Internet If you are required to check in the first page that will load is the check in page If the www myrallypoint com 9 check in page doesn t load first you are not required to check in To check in to RallyPoint click the CHECK IN tab in the navigation bar and fill out the Check In Forms 2 3 2 Check In Form Check In Field Descriptions Check In Form Return Date Return Date Enter the date you can return to work Current Location ayne s House Mi Location Name Dwayne s House Current
6. Update Save Click UPOATE SAVE f Updating an Email Address To update an email address click Edit and the information will load into the Add an Email form Update the information in the form and click 08 If you would like to delete the email address click belete next to the address and the information will be Email Addresses removed from your RallyPoint 1 haley plaisance tfmx com Edit Delete Add An Email Priority 1 Email Address 2 5 6 Adding Updating Locations Adding a Location To add a location enter the required information in the Add a Location form Once the form is complete click woaesae The information will be added to your profile Add a Location Locations Eee porn mme Setting Location as Current The Current Location is your present location when checking in View Map 4 mm meme There are two ways to set your current location This is my current location D view Map UPDATE SAVE 1 If your current location is a previously added existing location locate the desired location from the list and click LSet as Current A pop up window will appear reminding you to click Update Save Click OK then click 0siesave 2 If your current location is a location added on the fly complete the Add a Location form and select the This is my current location check box Click voasa
7. be achieved more efficiently Our dedicated support staff is committed to 100 customer satisfaction to ensure the highest level of confidence in our solutions You can contact us at Transformyx Inc 8510 Quarters Lake Road Baton Rouge LA 70809 225 761 0088 Or toll free at 1 888 829 0088 www myrallypoint net www transformyx com www myrallypoint com 16
8. can be found on the front of your RallyPoint Crisis Communication Card Login Member ID Pass Code Enter your Pass Code into the Pass Code Field This 2 www MyRallyPoint com 1 888 RALLYPT can be any 4 numbers you choose We recommend that you use the last 4 digits in your social security number however it is not required EETransformyx www myrallypoint com 7 2 1 Navigating RallyPoint RallyPoint is an extremely sophisticated and powerful system but it was created with the end user in mind Any employee can easily learn to navigate the basic features of the system in only a few Minutes 2 1 2 Main Navigation MAIN NAVIGATION ACME 3 rallypoint INFO LOCAL INFO SUPPORT SIGN OUT Welcome Kathy Kane Emergency Contact Diana Prince 404 098 9870 INBOX PROFILE CHECK IN S NS The INFO icon will open a new window bringing the user to www myrallypoint net where he she can learn more about the features and capabilities of RallyPoint Clicking the INFO icon allows the users to view RallyPoint features unique characteristics current threats via news feeds and a contact form i By clicking the SUPPORT icon the user has access to a contact form along with a comment box A toll free contact number to speak to a RallyPoint representative is also provided SUPPORT SIGN OUT The user signs out of the system by simply clicking the SIGN OUT icon 2 2 Member Tabs RallyPoint has built in intell
9. closures and or maintenance issues as well as facility evacuations Inbox Folders Sent Items Every time you check in to RallyPoint it is stored in your Sent Items section of your Inbox RSS Feeds RSS Feeds are local information for the current location set in the Member Profile Current Event Messages Contains all messages sent or received for the current active event Note All messages can be replied to except Company messages and Facility messages This is designed to keep the flow of communication ordered and within the chain of command www myrallypoint com 11 2 5 Member Profile 7 The Member Profile is the section in the application that contains each member s critical contact location and dependent data Member profiles can be uploaded in bulk in the system setup for easy H 35 implementation Be sure to add your sec cee primary Contact Information This is the On frem place to add your primary phone and email m address win 8 8 8 8 ETA 2 5 1 Adding Updating Personal Information Adding Updating personal information You may notice your profile has pre loaded information in it This is the information that was likely pre loaded from a data import from your organization s human resources program Be sure to update your information in the member profile Click UPoatE save save any changes Adding Updating current location within the
10. priority setting Generally during an emergency the broadcast will be sent to every device available to ensure a successful delivery Adding Updating Text Messaging Information Adding a Cell Phone Number To add a cell phone number enter the cell phone 5 Text Messaging 346461654651 Virgin Mobile Disabled Test Edit Delete 8 1 5 number including the area code in the Number field Choose a Carrier from the drop down menu To receive Add A Cell Phone 5 text messages to the entered number select the Number Carrier Select Carrier iv Enable check box and click v oatesave to add a cell phone number to the list To test the numbers you enter click Lest and RallyPoint will send a test text message to the number selected www myrallypoint com 13 Updating a Cell Phone Number To update cell phone numbers click sit and the information for the cell phone number will load into the Add a Cell Phone form Update the information in the form and click Ase If you would like to delete the cell phone number click elete and the information will be removed from your RallyPoint 2 5 4 Adding Updating Email Addresses Adding an Email Address To add an email address locate the Email Addresses form Enter Microsoft Internet Explorer Eg an email address in the Email Address field Enter the required information in the Add an Email form Add an Email Address and A Dont forget to click
11. BES Transformyx Ps rallypoint prepare communicate recover User Manual Basic What is RallyPoint RallyPoint allows your organization to e Deliver inbound amp outbound notification and communications e Create integrated networks of your key stakeholders employees partners and vendors e Centralize and protect organizational knowledge e Develop collaborative action and recovery plans e Make informed resource mobilization and deployment decisions through the analysis of real time reports and graphical resource mapping e Adapt and respond to constantly changing circumstances e Communicate with protect and recover your most important asset people e Maintain and recover mission critical operations in the event of a crisis Today s businesses cannot afford to ignore the power of collective intelligence and the role it plays in disaster recovery and crisis communication There has been a fundamental shift in the paradigm of how we think about and respond to crisis situations The rise of social media and communications channels such as blogs instant messaging and wiki coupled with an increasingly connected population has led to the rapid growth and development of online communities of people working together for a common goal or centered around a common interest Organizations can no longer take a singular top down perspective to recovery and must foster all encompassing communities of sharing collaboration and user invol
12. d member card Pass Code The pass code can be any 4 numbers you choose We recommend that you use the last 4 digits in your social security number however it is not required www myrallypoint com Once verified you will then hear the Company message as well as your Manager message Press 1 to repeat the message Press 2 to continue Record a check in message for your manager Press 1 to record your 60 second check in message Press 9 to disconnect You will be prompted to enter the 5 digit zip code of your current location RallyPoint geo codes your current location on a map for your management team to view Enter the zip code and then press RallyPoint will then prompt you to decide if you can return to work Press 1 if Yes Press 2 if No You will be asked to record a check in message for your manager You will have 60 seconds to record this message press if when you are finished Press 1 to review your message Press 2 to re record your message Press 3 to deliver the message Once your check in message has been delivered the system will disconnect You can also review your check in and manager messages via the website at www myrallypoint com 1 1 3 Online Access To access your RallyPoint account first open an 1 888 RALLYPT Internet browser and type into the address bar rallypoint mro LOCALINFO SUPPORT www myrallypoint com Member ID Enter your Member ID into the Member ID Field This
13. essages informing your manager of your status and location Using your RallyPoint Crisis Communication Card Your RallyPoint member card contains login information for Online and Phone Access RallyPoint Crisis Communication Card wivra_myralypoint com BOS ID s s wa The front of the card contains the company name member name and member ID number This information is used when accessing RallyPoint 1 1 2 Phone Access amp Check in be the event of criss Chech te and receive the latest officiel information posted by pour orgarizetios by vieBng www MyRallyPoint com oe call toll free 1 888 RALLYPT BS Tanson ered pede of TERN Pelee anne 6 contad v Peers cee We ended 0600 Quote Late FA LA FRED The back of the card serves as an instructional piece displaying the web address to the online application and the toll free number to the call center To access your RallyPoint account from any working phone dial 1 888 RALLYPT 1 888 725 5978 Once you dial the number you will hear the voice attendant and will be asked to provide some information to verify your identity Press 1 if you are calling from a payphone Press 2 if you are not calling from a payphone Enter your Member Id xxx xxxxxxxx This can be found on your RallyPoint issue
14. ete click MT The information you provided Water will be sent to your manager Things You Can Provide Batteries Child Care Clothing Food Money Power Shelter Transportation Water www myrallypoint com 10 2 4 Inbox The Inbox contains all your messages apn 2 8 8 8 ACME that are sent and received to you in the system The system will display m 3 6 26 2000 RallyPoint messages email nett messages text messages and voice mail messages received or broadcast from the 1 888 MYRALLYPT phone system Messages comprise of 5 distinct message types From Lois Lane li Hiii if lt A Message Types Messages sent on behalf of the company to the entire company These messages are general in Company Message nature and come from the highest levels of the company or your corporate communications department Messages sent on behalf of your direct manager These messages come directly from your Manager M oe i Hen cd ke i 221961155 manager and should be more specific in nature giving everyone in his group specific instructions Member Check In Message Messages sent to managers when a member checks in Direct Message Messages sent from a single individual to another single individual Messages sent from a facility manager to everyone in a facility Generally these messages will Facility Message 1 1 7 y 8 convey information on building
15. igence that will display the most relevant information to the user and his associated rights The basic members will see a different opening screen based on event status and last time the user logged in The initial login will require the user to update his her profile unless an event has been declared If an event has been declared the first screen will be the member Check In This will require the member to check in before continuing If an event has been declared and the member has checked in his her Inbox will be the opening screen to allow the member quick access to the latest company and manger messaging INBOX PROFILE CHECK IN The Inbox is where the user receives and stores his her Messages Sent Items and RSS Feeds PROFILE The Profile contains all the member s Personal Information Dependants Cellular Phone Numbers Email Addresses and CHECK IN This is where the member accesses the Check In Things You Need Things You Can Provide and Location Forms STATUS The Status Tab displays the current status of your organization Emergency Contact the emergency contact is the person the member should contact in case www myrallypoint com 8 of emergency This person s information can be found in the left of the Main Toolbar under the welcome note Emergency Status The emergency status is the status of each facility during an event The Emergency Status can have one of six values Below are the values that are available
16. lity managers have the following capabilities e Check in e Manage member profile e Manage employee profiles e Upload Store Share Documents e Create amp Manage Events www myrallypoint com e Send amp receive corporate messaging e Setup amp maintain trusted communication with clients vendors and media outlets e Manage Facilities e View Reports System Administrators System administrators are basic members that also have complete system access Facility managers are often the people in an organization responsible for setting up and maintaining the RallyPoint system System administrators have the following capabilities e Create Communications Tree e Create Facility Tree e Manage Skills e Manage Members e Manage Company Information e Manage employee profiles e Upload Store Share Documents e Create amp Manage Events e Send amp receive corporate messaging e Setup amp maintain trusted communication with clients vendors and media outlets e Manage Facilities e System Setup www myrallypoint com 5 Getting Started 1 1 How to Access your RallyPoint Account Your organization cares about its people and has implemented RallyPoint into its emergency preparedness and recovery plan In the event of an emergency you will receive an alert via text message and or email Using your RallyPoint Crisis Communication Card you are able to check in with your manager s receive vital recovery information and deliver m
17. the employee Does not map the location of the employee www myrallypoint com 3 1 RallyPoint User Types Members Members comprise of any cardholder that belongs to an organization Members may include but are not limited to employees clients vendors Board of Directors investors even immediate family if requested In general members have a much smaller role than any other user type with regard to the amount of complexity required to run the system Members have the following capabilities e Check in e Manage member profile e Send Receive and reply to corporate messaging Departmental Managers Departmental managers are basic members that also manage a group or several groups of people Generally you can define departmental managers directly from your organization chart Every member is directly linked to his her departmental manager Departmental managers have the following capabilities e Check in e Manage member profile e Manage employee profiles e Upload Store Share Documents e Create amp Manage Events e Send amp receive corporate messaging e Setup amp maintain trusted communication with clients vendors and media outlets e Manage Facilities e View Reports Facility Mangers Facility managers are basic members that manage a physical facility location Facility managers are tasked with the responsibility to evacuate members located in their facility Every member should be assigned to a facility manager Faci
18. ts added to your member profile Skills Certification Date Expiration Date New Skill SAVE ADD 2 5 2 Adding Updating Dependents Dependants Adding Dependents Spouse Spouse Edit Delete Adding dependents will give your manager insight about Sk een gara additional responsibilities you may have to manage during a Child Child 2 Edit Delete 0 crisis To add a dependent go to the Dependents form on your profile enter a name in the name field then select the appropriate type from the drop down Once the form is Add A Dependant a complete click 0455 5495 to add dependents to the list Name Type Select Type Updating Dependents To update dependents click L it and the information for the dependent will load into the Add a Dependent form Update the information in the form and click 5048 3406 If you would like to delete the dependent simply click 2elete next to his her name and the information will be removed from your RallyPoint 2 5 3 Adding Updating Contact Information The contact information should be up to date at all times Disasters are dynamic and so are preparedness and recovery plans Managers broadcast mission critical information to the communication devices you provide You will notice a Priority setting for the Email and Text Messaging fields Managers will decipher which device s the alerts are sent to based on the
19. vement in order to implement an effective disaster recovery plan What does this all mean to the way we look at notification In the past crisis communication strategies used a cCommand and control response approach with orders and information flowing in a top down direction led by a single or select group of decision makers The lines of communication were typically monologues with the organization broadcasting content status and instruction to constituents This evolved into bi directional communication which allowed an organization to not only broadcast information but receive feedback from constituents such as their location and general condition However this information was often merely a headcount or status report and rarely in a form that enhanced decision making or provided a full picture of resources www myrallypoint com 2 A Different Approach Events like Hurricane Katrina taught us valuable lessons about the fundamental changes required to have true accountability of human assets and the ability to re mobilize a workforce that cannot receive broadcast communications Our approach is simple Empower the employee end user to notify the corporation manager of his or her status and whereabouts This is accomplished using RallyPoint via the Internet or a simple 1 800 number supplied to each member on their personal RallyPoint Crisis Communication Card that should be carried with them at all times Inbound vs Outbound Communications
Download Pdf Manuals
Related Search