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All videos are geared toward Local Coordinators, Shift

Coordinators, District and State Leaders.

Demonstrations can be viewed by topic; they do not need to

be viewed in any specific sequence.

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Portal Training Length Contents Version Date

0 - Introduction to Session Management 0:09:48

PowerPoint slide

presentation 10/20/20

1 - View and Navigate Site Calendar 0:02:56 Portal demonstration 10/26/20

2 - Create Shift 0:04:34 Portal demonstration 10/22/20

3 - Modify Shift 0:03:30 Portal demonstration 10/22/20

4 - Cancel Shift 0:02:58 Portal demonstration 10/22/20

5 - Add Availability 0:05:28 Portal demonstration 10/26/20

6 - Update Availability 0:02:42 Portal demonstration 10/23/20

7 - Cancel Availability 0:01:43 Portal demonstration 10/23/20

8 - Assign Volunteers to Shifts 0:06:54 Portal demonstration 10/27/20

9 - Cancel Shift Assignment 0:01:49 Portal demonstration 10/23/20

10 - How to Create Appointments Rev A

NEW 0:05:08 Portal demonstration 11/29/24

11 - Publish Appointments Rev A 0:03:44 Portal demonstration 1/15/23

12 - Modify Appointments 0:05:14 Portal demonstration 10/27/20

13 - Cancel Appointments 0:01:57 Portal demonstration 10/23/20

14 - Reserve Appointments using Scheduler

web page Rev C

NEW 0:05:43 Scheduler demonstration 11/29/24

15 - Reserve Appointments in the Portal 0:03:34 Portal demonstration 10/27/20

16 - Edit or Reschedule Appointments using

Scheduler Web Page Rev B 0:03:12 Scheduler demonstration 1/5/24

17 - Cancel appointment using Scheduler

web page Rev B 0:02:20 Scheduler demonstration 1/5/24

18 - Add-Change-Remove Counselor from

Appointment 0:02:30 Portal demonstration 10/27/20

19 - Cancel Appointment in Portal 0:01:59 Portal demonstration 10/24/20

20 - Duplicate Appointment on Scheduler

Web Page 0:02:37 Scheduler demonstration 10/29/20

21 - Add taxpayer to Waitlist using Scheduler

web page 0:01:26 Scheduler demonstration 10/29/20

22 - Add Taxpayer to Waitlist - Portal 0:01:27 Portal demonstration 10/27/20

23 - Display - Remove Waitlist Entries 0:01:49 Portal demonstration 10/24/20

24 - How to Find Site Reports Rev A 0:04:34 Portal demonstration 10/27/20

25 - How to Print Reports - CB Rev A 0:05:24 Portal demonstration 10/27/20

26 - How to Print Reports - PC Rev A 0:02:31 Portal demonstration 10/27/20

27 - Appointments Report Rev B 0:07:08 Portal demonstration 1/16/23

28 - Waitlist Report Rev A 0:01:41 Portal demonstration 10/26/20

29 - Shifts Report Rev A 0:02:31 Portal demonstration 10/26/20

30 - Availability Report Rev A 0:02:13 Portal demonstration 10/27/20

31 - Program Location Record Rev A 0:04:16 Portal demonstration 1/15/23

32 - Session Management & Virtual Tax Sites

Rev A 0:07:01 Portal demonstration 1/24/21

33 - How to Find New Appointments 0:05:35 Portal demonstration 1/25/21

34 - Generating Check-In and Activity Logs

Rev A 0:08:30 Portal demonstration 1/27/23

35 - Customizing Check-In and Activity Logs 0:02:37 Portal demonstration 1/15/23