Engage User Guide

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Login

Figure 1.1

1. To create an AFSCME Engage account, you will need to press the ‘Apply For An Account’ button (shown in Figure 1.1, bottom right)

Figure 1.2

1. Fill out the registration form (shown in Figure 1.2) and await the approval f rom AFSCME Engage System Administrator.
2. Once your pending request for an account is approved, you will receive an email to the specified email address with a link to complete your registration by creating your password (shown below in Figure 1.3).

Figure 1.3

1. Once completed you will return back to the login screen (Figure A), fill out the form with the email address and newly created password.
   1. You will be sent an authentication code to enter to securely login ( shown below in Figure 1.4)

Figure 1.4

1. If you ever forget your password, press the ‘Forgot Password’ button on the login screen (Figure 1.1)
   1. You will be asked to enter your account email, so that a code will be sent to reset your password (shown below in Figure 1.5)

Figure 1.5

Calendar

Figure 2.1

1. Once logged in, you will be brought to the Calendar (shown in Figure 2.1)
   1. IU events will be color coded as green
   2. Any and all Affiliate Group events will be color coded as blue
2. To add an event to the calendar, press the drop down arrow to the right of the Calendar title, and press ‘Add Calendar Event’
   1. Fill out Add Calendar Event form with event details (shown in Figure 2.2)
   2. Press the ‘Create’ button at the bottom of the form to finalize event

Figure 2.2

1. To view or change details of an calendar event, simply click on the desired event to open (shown below in Figure 2.3)
   1. NOTE: You will only be able to edit calendar events of your Affiliate Group
   2. Once opened, to change event details select which event detail needs to be changed and be sure to press the Update Button at the bottom of the pop up.

Figure 2.3

Tool Chest

Figure 3.1

1. On the Tool Chest page you will see all tool chest links displayed
   1. IU Tool Chest Links will have green border, and affiliate links will have a white border
2. To view a Tool Chest link, click the ‘Click Here’ button, and the link will display in a new tab
3. To add a tool chest link, press the drop down arrow to the right of the Tool Chest List title and press ‘Add Tool Chest Link’
   1. Fill out Add Tool Chest Link form with link information (shown below in Figure 3.2)
   2. Press the ‘Save’ button to finalize your link, or press the ‘Cancel’ button to cancel

Figure 3.2

Best Practice

1. On the Best Practices page, you will find all categories for Best Practices
   1. IU categories will be marked by a green dot (shown below in Figure 4.1)
   2. To see articles related to the category, click on specified category button

Figure 4.1

1. Once inside the desire category, you will see a list of all the articles pertaining to that specific category
   1. To see the contents of an article, press the option icon to the right of the article title to expand (shown below in Figure 4.2)
   2. To contract an expanded article, press the up arrow at the top of the expanded article
   3. To add a new article, press the green ‘Add New Article’ button at the top of the article list (shown in Figure 4.2)
   4. You are able to search for a specific article in a category using the search bar located above the article list and next to ‘Add New Article’ button
      1. The search is used by searching keywords related to the tags specified in the creation of an article (shown in the form in Figure 4.4)

Figure 4.2

1. To add a new Best Practice Article, press the drop down arrow to the right of the Best Practice Categories title and press ‘Create New Article’
   1. NOTE: You will only be able to create articles under your Affiliate Group’s categories
   2. Fill out the New Article form (shown below in Figure 4.3)
   3. Press the ‘Submit’ button at the bottom to finalize, press the back arrow at the top of the form to cancel

Figure 4.3

My Profile

1. In the My Profile section, you will see your information (shown below in Figure 5.1)
   1. You are able to change your password in the ‘Change Password’ field
   2. You are able to change your phone number in the ‘Phone Number’ field
   3. Press the ‘Save’ button to finalize

Figure 5.1

1. Your created Engage Tool Events and Articles can be found in the My Stuff section (shown below in FIgure 5.2)
   1. Your events can be viewed in the top section of My Stuff
   2. Your articles can be viewed and edited in the bottom section of My Stuff (refer back to Engage Tool Best Practices #2 for article editing)

Figure 5.2