After you create a request you can log the results of the request including donations of material items or dollars and volunteer hours by opening the request and clicking the Outcomes button.

From the Outcomes page you can choose which registered partners worked with your school to meet your resource requests. If you were not able to match a partner to request, then choose one of options that best describe your situation.

Assuming you did match your request with a partner or partners, you can the input details about the Donations or Volunteer Hours you received by clicking the Details link next to those outcomes.

When you finish inputting the details of Donations add an entry for each donation from each partner and remember to Save your data before you Close the donation details form.

For Volunteer Hours input the number of volunteers and total hours for each partner. Remember to Save before you Close and return to the Outcomes page.

Note: You cannot choose a partner on the Donations or Volunteer Hours details page if you did not select them as a partner for this request first.

You can also record the number of students who were involved and benefited from this request and the number of staff who received direct benefit from the partner(s) involved.

When you finish recording your outcomes you can either Save your request, if you think you may need to add more outcomes at a later date, or Close your request, meaning you are finished recording any outcomes. Before you Close a request we ask you to rate your experience working with the partner(s) involved and provide comments that will help your partner program administrators improve the program over time.

 

Recording outcomes can be done by either the school or the partner, after the two parties are matched with each other on a request or offer. If you are recording the outcomes for your requests then simply click the request on your Requests page and then click the Outcomes button.

 

In Section 2 of the Outcomes page you will click the DETAILS link for either Students, Staff, Volunteers or Donations to get a pop-up window like the one below. In that window follow these steps –

  1. Select the date when the partner provided you with the assistance you are recording. This could be the day they dropped off supplies are your school, or the date you are logging the outcome.
  2. Choose the partner for whom you are recording this outcome. If you have multiple partners working with you on a specific request you will need to record different outcomes for each partner so they are ‘recognized’ in the database for the assistance they provided.
  3. Record and save the outcome in terms of dollars, hours, staff or students involved (depending on which outcome you chose.)
  4. Repeat as many times as necessary and when finished press the CLOSE button.

 

You can return as many times as you need to record outcomes for a request until you close the request permanently, which closes the books on your outcomes for that request.

 

 

When you match a partner to your request, or when a partner matches your school to an offer, they (or you) can also log outcomes. This is done on the ‘Matched Offers’ (for Partners) or ‘Matched Requests’ (for Staff) page on your EZPartner account.

 

This page displays all offers any partner has matched to your school. You can see who the partner contact is and choose any outcome (Students, Staff, Volunteers, Donations) for that offer, and log outcomes for your school. This makes it easy for you and the partners you work with to collaborate on activities and more easily keep track of outcomes.

 

 

This document is a help guide for school staff who are responsible for entering and tracking resource requests, working with their school partners in meeting those requests and recording the outcomes of their resource requests. It should be used in combination with Staff Introductory Training that should be scheduled with your district Partners In Education coordinator.

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