Go! Help Files for District, Division and County Users – Section 4 Updating levels and their information All individuals in guiding are part of a level. Commissioners are responsible for ensuring records for these levels are correct, including any opening or closing units. If you require any assistance with this guide please speak to your local Commissioner, local Key User or County’s Go! Coordinator, who will be able to help you. They will also be able to assist you with any specific non-system actions you need to take. This help file covers the following. What is a level? (including what is shown on a level’s record) How to set up a new unit How to show a unit has closed How to show that two units have merged How to change a unit’s name How to restructure your guiding area How to show a unit is now sponsored, or is no longer sponsored How to update the unit’s meeting place, day, time and/or frequency How to update the level’s contact details (including the main contact) Other help files are available in the Download Help Files area of Go! with information about the following. Help for unit users How to update the roles and membership for volunteers in your area How to update qualifications and awards How to use Go! to communicate with volunteers How to run a report about your area How to update your own information 1 Go! Help Files for District, Division and County Users – Section 4 (September 2014) © Girlguiding 2014 www.girlguiding.org.uk What is a level? Every unit, District, Division, County, Country and Region in Girlguiding is a level. Each has a level number and roles within it. In addition, Divisions, Counties, Countries and Regions may have committees which are ‘sublevels’. Please speak to your County’s Go! Coordinator for more information about committees. To see a breakdown of your area (eg the units within the District) please use the Go! reports available – see the Go! report help files for more information. Information about the individuals in the level can be found through . See the How to use Go! to communicate with volunteers help file for more information. To look at a level’s basic record follow the steps below. 1) When you have logged into Go! select . 2) Select the level you wish to view. To see your level select your level’s name. To see a level below yours (eg a unit in your District) then: a) select next to your level’s name b) select the relevant level’s name. If you do not see your level’s name listed you need to speak to your local Commissioner or County’s Go! Coordinator, who will ensure your role, including dates, is correct and make any amendments as required. The information is then split into several different sections, each with their own link as follows. Level Basic Details This information is ‘view only’. If any information is incorrect you need to speak to your local Commissioner, who will request any changes with your County’s Go! Coordinator. The fields are as follows. Level Name This is the official name of the level. It will include the section(s) which makes up the unit as well as the level type (eg 1st London Rainbow Unit or London District) Level Type This is the type of level, for example unit. If it is a sponsored unit the sponsorship details will be found here (read more about sponsored units). Level Status Whether the level is current (active) or has now closed (inactive). Level Address Details This details the main contact’s address (read how to change this). Units will also have their meeting places listed, which is used for the Join Us enquiry map and shown on the Level Meeting Summary report (read how to update this). If a unit is a sponsored unit then the sponsor’s address is also shown (read more about sponsored units). 2 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk Level Email Details This is an optional area to enter a level’s email address. The level team can choose to add an email address in this area using the icon or amend it using the icon. Please note that emails to the level will always be sent to the individual who is recorded as the level main contact (read how to update who this is). Level Telephone/Fax Details The level team can choose to add a phone number in this area using the icon or amend it using the icon. Please note that we will always telephone the individual who is recorded as the level main contact using their main phone number (read how to update who this is). Level Information This information is ‘view only’. If any information is incorrect you need to speak to your local Commissioner, who will request any changes with your County’s Go! Coordinator. The fields are as follows. Level number This is the unique number for the level (in the same way that every individual has a membership number). This is quoted in grant applications, event applications and to pay the annual subscription. Level Status Whether the level is current (active) or has closed (inactive). Level Type This is the type of level, for example unit. Level Details This is a unit’s section. This will be Rainbow, Brownie, Guide or Senior Section. If a unit is made up of more than one section then Joint will be shown. This information is used to determine which roles can be added to the unit, and which enquiry map the unit is displayed on. Formed Date This is the date the unit first started meeting. If the date is before 1910 then no information has been provided. If this date is incorrect speak to your County’s Go! Coordinator, who can amend this based on the unit registration certificate. If the unit has reopened this will not show here but will be visible on the Level Details report. Level Additional Details such as unit meeting day and sponsor Please note that this link is visible only to members of that specific level’s user group. This area provides the following additional information. Unit Meeting Day This area shows the day and time the unit meets. The unit meeting day will also be shown on the Level Meeting Summary report and the Join Us enquiry map. Unit Meeting Frequency This shows how often the unit meets. Level Details This is shows the Country/Region, County, Division and District the unit is currently in. Sponsor Type If the unit is a sponsored unit then this will show the unit’s sponsor. Small bus permit If the level has received a small bus permit then this will be detailed here, including the date it needs to be renewed by. Find out more information about the small bus permit in The Guiding Manual (www.girlguding.org.uk/guidingmanual > Activities > Additional information > Transport). 3 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk How to set up a new unit Is there a need? Before setting up a new unit it is important that research is carried out to ensure that there is a need and that it is sustainable. For example that there are enough girls in the area for the section’s age group and also that there are younger girls in the area who could potentially become members when they reach the minimum age for the section. Go! reports, such as the Waiting to Transfer summary and the Section Age Profile, as well as Join Us reports, can help you assess the current need for as well as the sustainability of this unit. Information to help Commissioners and the prospective Leadership Team can be found in the ‘Starting a new unit’ section of the website members’ area (www.girlguiding.org.uk > Members’ area & Go! > Growing Guiding > Starting a new unit). Deciding a name All level names should follow the Girlguiding naming conventions. The key elements of this are as follows. The area (village, town or district) should be included in the name. The name should finish with the type of level (unit, District or Division). For a unit it should include the section (eg Rainbow) and a number for identification (eg 1st, 2nd, 3rd etc). The name should not be the same as any other unit (Your County’s Go! Coordinator can check this against active and inactive levels). An example Level Name would be 1st Exeter Brownie Unit. This level name must be used for all formal documentation, including any bank account or unit flag. Setting up the unit Once the Commissioner agrees the need for a new unit, District or Division, she should contact the County’s Go! Coordinator and provide them with the new level’s name and the District and/or Division it will be in. For a unit they will also need to know the unit’s first meeting date and, if it has already been decided, the unit meeting place. This will enable them to register the unit and request an official Unit Registration Certificate. Once the unit is created When a new unit has been setup by the Go! Coordinator the local user group will see it in the relevant areas of Go! after 24 hours. The District or Division user group can then add the volunteers to the Unit Team (see the Updating roles and membership for volunteers in your area help file for more information). The unit user group will then be able to update the young members, and any Join Us enquiries, as required after 48 hours, so long as they have completed the relevant recruitment checks for their role. Read more about recruitment checks in the website members’ area (www.girlguiding.org.uk > Members’ area & Go! > Guiding roles > Commissioners > Membership and recruitment > Recruitment checks). 4 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk How to show a unit has closed or merged with another unit Once the decision has been made for a unit to close, or that it is going to merge with another unit, then Go! needs to be updated to reflect this change. Please note that the unit should be closed only on Go! and should be updated only once the unit has officially stopped meeting. Speak to your County when you know of a unit that may have to close. They can offer advice on the best initial steps and support you further. Updating young members The unit user group (any active Leader, Assistant Leader, Leader in Training or Unit Key User in the unit) needs to ensure that all young members are made inactive (see the unit Go! help files for more information). They also need to ensure that anyone on their waiting list, both on Join Us or on Go!, are referred to an alternative unit (see www.girlguiding.org.uk/joinushelp for more information). As a Commissioner you can check this using the Section Age Profile report and Waiting to Transfer Summary reports on Go!. See the Go! report help files for more information. Updating volunteers Once the young members have been updated you need to make all of the Unit Team volunteers inactive. See the Updating roles and membership for volunteers in your area help file for more information. This help file will also explain how to add new roles for these volunteers if they are remaining in guiding. Updating the level Once all roles have been made inactive please contact your County’s Go! Coordinator. They will make the unit inactive through County Go!. It will be removed from all views on Go! and all reports after 24 hours. Until this point the unit has not officially closed. Updating other information Remember that there is more to closing a unit than a system. Ensure that all members, girls and volunteers, are fully informed and found alternative roles within guiding wherever possible. Also ensure that all outstanding activities, such as the bank account, rent agreement or outstanding payments, have been completed. Please speak to your County Commissioner for further assistance. How to change a unit’s name Occasionally units ask to change their name. This may be because they have moved meeting place, because two units are merging, because the name is irrelevant or for a number of other reasons. Before changing a unit name the Unit Team should discuss details of the new name with the relevant level Commissioner. The Commissioner also needs to ensure the name is appropriate within the guiding naming conventions (see above). Once the new name is decided the Commissioner should contact the County’s Go! Coordinator, who will update the record. The level’s record and all Go! reports will update after 24 hours. This will also update the record for any individual who has had a role in the level. All other information, including the level number and meeting place details, will remain the same. See the unit Go! help files for information about how the unit can update their meeting details. Units merging If the level name is being changed because two units are merging, you may also need to close one of the units or set up a separate unit which combines all the members. It is recommended that you discuss any mergers with your local Commissioner and County’s Go! Coordinator to determine the best course of action based on the specific circumstances of the merge. 5 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk How to restructure your guiding area As Girlguiding is such a large organisation, it is divided into smaller areas for easier administration and communication. This structure is often adapted to suit local needs, and you may need to ‘restructure’ when your local needs change. This might mean that a unit is moved to a different District/Division or that a District/Division is set up or closed. Any change to the guiding structure in your area needs to be approved by your County Commissioner. It must also follow the guidelines in The Guiding Manual about how to support adults in guiding (www.girlguiding.org.uk/guidingmanual > Structure > Supporting adults in guiding). In particular this stresses that a supporting area must be made up of units of at least two different sections (eg you cannot have a District formed only of Rainbow units). Once your County Commissioner has approved the change, she will request your County’s Go! Coordinator to make any relevant changes to the level’s Go! records. Any changes they make will be visible after 48 hours. Please speak to your County Commissioner or Go! Coordinator for more information. How to show a unit is now sponsored, or is no longer sponsored A sponsored unit is one where there is a formal sponsorship agreement between the unit and the sponsoring body, such as a religious community, local school, college, hospital or business. A unit that meets in premises belonging to an established organisation is not necessarily a sponsored unit. Please see the ‘Types of unit’ section in The Guiding Manual for more information (www.girlguiding.org.uk/guidingmanual > Supporting info > Types of unit). If you have a sponsored unit then the local Commissioner will have signed a sponsorship agreement with the sponsoring body (see ‘Types of unit’ in The Guiding Manual). You will need to inform your County’s Go! Coordinator if a unit becomes sponsored, or is no longer sponsored. They will ensure that the unit’s level type, and name if applicable, is updated. You will see this change after 24 hours on all Go! reports. If a unit has become sponsored then they are responsible for ensuring that all sponsor information, including the address and sponsor type, are updated. See the unit Go! help files for more information about how units do this. How to update the unit’s meeting place, day, time and/or frequency The unit user group is responsible for updating the unit’s meeting place, meeting day, meeting time and meeting frequency. The meeting place and day will be used to place the unit on the Join Us enquiry map. You will also be able to see this information on the Unit Meeting Summary report. For more information about this report see the the Go! report help files. For information about how a unit updates this information see the unit Go! help files. 6 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk How to update the level’s contact details (including the main contact) Each level is responsible for choosing an individual as the level main contact and updating this information on Go!. The main contact for a level is the individual who will be contacted as the first point of call. This includes receiving emails relating to the annual subscription process and also Join Us enquiry notifications. The main contact can be changed quickly and as many times as you want. It is therefore recommended that you update this if the main contact is changing or will be unable to respond to any correspondence for a period of time. Remember that you should never change a main contact without informing both the previous and new individual of this change. Levels are also able to update this themselves by following the same steps below. 1) When you have logged into Go! select . 2) Select the level you wish to amend. To amend your level select your level’s name. To amend a level below yours (eg a unit in your District) then: a) select next to your level’s name b) select the relevant level’s name. If you do not see your level’s name listed you need to speak to your local Commissioner or County’s Go! Coordinator, who will ensure your role, including dates, is correct and make any amendments as required. 3) Select View Active [level] Team (Read & Write). If you do not see the link, or it says ‘view only’, you need to speak to your local Commissioner, who will ensure your role, including dates, is correct and make any amendments as required. 4) Select 5) Tick . next to the new main contact. Note: Only an individual with an active role in the level can be the level main contact. 6) Select to save the change. This will be visible instantly in Role Management. All Go! reports will be updated within 24 hours and the new main contact will receive all relevant level communications after 48 hours. 7 Go! Help Files for District, Division and County Users – Section 4 © Girlguiding 2014 www.girlguiding.org.uk
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