for the calendar can be submitted by
going to the “Submit your event” link at
the bottom of your calendar embed or
by finding your regional calendar from the www.startinwi.com website.
the link and complete the form. Be sure to
region(s) and categories
submitted, regional Leads and Stephanie
Robey, statewide lead administrator, will
receive notifications that an event
has been submitted.
and partners can complete the form an
submit an event.
link to public organizations that are not
resource partners. Then review and approve
as a regional lead.
leads can upload several events at one
time by selecting “Event Uploader Tool”
from Partner drop down menu. Download
Excel Spreadsheet and populate with
events. Follow formatting instructions.
follow instructions for uploading file.
You can also download your existing
events from the Event Uploader Tool.
leads can edit, duplicate or delete
events by clicking on event. You must be
Event Approval Process
a regional lead, you can approve events by
logging in to the regional landing page,
using your username and password. To login you will need
to have a profile in
the Resource Navigator.
the dropdown menu from the Partners tab at
the top of the page, select, “Approve
the event that was submitted on the events
list labeled, "Pending Approval," edit if needed, click
leads can also select “Post an event”
from the dropdown menu.
the Resource Navigator from your regional
page embed or from your regional landing
organizations want to join the network,
them the “Add your Profile” link that can
be found at the bottom of the
Resource Navigator page.
a profile is submitted, an email is sent
to Stephanie Robey, statewide lead
administrator, and another email will
automatically be sent to the regional
review and approve the partner profile
information, go to the Start in Wisconsin
region page, select “Manage Resource
Partners” from dropdown menu under
Pending Tasks, view the submission form
application, select “Reject” if they are
not a good fit. You have the option of
sending a template email to the rejected
organization. Select “Approve” if
application is appropriate. Profile can be
“enabled – immediately available in
search” or “not enabled – Not available in
edit a profile, go to the list of Resource
Partners by clicking “Manage Resource
Partners” from the dropdown menu under
from your regional landing page.
the profile to edit from the list. Click on the
organization name to edit contact
information on ‘Client’ tab. To edit
profile information go to the “Navigator”
reviewing “Services” watch for a maximum
five (5) specialty services. Reach out to
ESO and ask to reduce number of
“Region” filter to make sure your region
is checked. Most organization profiles
should not have more than one region
checked. Ask Stephanie for assistance if
more than your region is selected. No
specialty boxes should be checked for
Region. Do not change any settings on the
10. ESOs can
edit their own profile by opening their
profile on the Resource Navigator. At the
bottom of the second column under the
map, they can click “Are you [name],
update your profile.” They will receive a
“Magic Link” to access their profile
without the need for a username or
password. The email on record must be
current! ESOs can make and submit changes
to their profile once the Magic Link is
opened. Regional leads will be notified
of changes via email.
change an email address, regional leads
open the Resource Partner client page in
SourceLink (access from “Manage
Resource Partners” on your regional
landing page) and select the person name
who is the Referral Contact (RC, green
box). Enter new email address.
information on the “person” page is the
information published in the Resource
turn off or turn on a profile on the
Navigator, go to the list of Resource
Partners and click “Set as Inactive” or
“Live.” Also, the “enable” box on the
Navigator tab is also a way to turn off
or turn on a profile. You can also access individual ESO profiles from this list to make updates to their profiles.
Email address to SourceLink help desk - firstname.lastname@example.org
URL to online help docs - http://help.joinsourcelink.com/ Also
Editing a Resource Partner help doc - http://help.joinsourcelink.com/navigator/editing-a-provider