Big news for iERA users! The April updates brought a wave of exciting updates to both the IERA Reporting System and the Donor Tracking System, revolutionizing how we track progress, manage donor relationships, and make data-driven decisions. Let’s dive into the details that will directly impact your day-to-day operations.
Reporting System Revamp: Empowering Admins and Coordinators
1. Admin Daily Coordinator Report Verification: Country administrators now have a front-row seat to the action, reviewing comprehensive daily summaries of coordinator activities. Everything from shahadahs to mega mass dawahs is at their fingertips, helping them make real-time adjustments and celebrate successes.
How It Works:
Log in: Head to the admin dashboard. Verification Page: Locate and click on the new “Coordinator Report Verification” section. Explore the Summary: A detailed breakdown of each coordinator’s daily, weekly, or monthly performance awaits. See shahadahs, attendance, and even data on door-to-door and class activities. Drill Down: Click on specific activities to see detailed data, such as locations of door-to-door efforts or new Muslim class attendance. Provide Feedback: Use your newfound insights to give targeted feedback and guidance to your coordinators.
The Impact: This view gives coordinator the insights they need to identify trends, troubleshoot issues, and provide targeted support in real-time.
2. Coordinator-Level Reports: Coordinators are now equipped with powerful tools for self-assessment. They can see their own daily, weekly, or monthly performance, tracking attendance, engagement, and the impact of their efforts.
- Coordinator-Level Reports:
- Access Your Dashboard: As a coordinator, your personalized dashboard now includes detailed performance reports.
- Choose Your View: Filter by day, week, or month to track your progress over time.
- Analyze and Improve: Identify trends, celebrate successes, and pinpoint areas for improvement.
3. Verification Before Submission: No more accidental errors! The “verify before submit” feature has been expanded, giving you the chance to double-check your data for accuracy before it’s locked in.
- Verification Before Submission
- Create Your Activity: Whether you’re adding a new Muslim class, door-to-door dawah, or mass dawah, take your time to enter the data accurately.
- Review and Edit: Before hitting submit, look for the “Edit” button. Click it to make any necessary corrections.
- Verify and Submit: Once you’re confident in the data, click “Verify” to confirm, then submit your report with peace of mind.
Donor Tracking System: Building Stronger Relationships
- Stakeholder Immediate Contact: Never lose touch with those who matter. In the Donor Tracking System, you can now add multiple immediate contacts for each stakeholder. To do so, open the stakeholder’s profile and click on the “Immediate Contacts” section. Fill in their name, phone number, email, and designation. This makes it easy to reach the right person when you need to.
- Pledge and Donation Course Module: This exciting new module allows you to track pledges, donations, and payment statuses with greater clarity. When you create a new initiative, make sure to set clear start and end dates. Encourage donors to pledge their support, and track their payments as they come in. Remember, each payment must be verified by your accountant before it’s officially recorded.
- Pledge and Donation Course Module:
- Create a New Initiative: Define the start and end dates for your pledge drive or fundraising campaign.
- Track Pledges and Payments: Easily record donor pledges and monitor their fulfillment.
- Accountant Verification: Payments are pending until the accountant verifies them (requires proof of payment).
- Monitor Revenue: Gain valuable insights into how your events and initiatives are generating funds.
- Zakaat and Sadaqat Categorization: Choose the Category: When recording a pledge or donation, you’ll be prompted to select whether it’s classified as Zakaat (obligatory charity) or Sadaqat (voluntary charity). This classification is crucial for financial reporting and compliance.
What’s Next: May 2024
The excitement continues! In May, we’re rolling out even more enhancements:
- Finance Management System: Prepare for streamlined financial operations and reporting.
- Reporting System Mobile App: Stay connected and update your reports from anywhere.
- Feedback Loop: We’re committed to continuous improvement, so we’ll be seeking valuable feedback from coordinators and district heads to ensure the system meets your evolving needs.
Your Success is Our Mission
We’re committed to providing you with the tools you need to succeed. Embrace these updates, explore their full potential, and watch your impact grow!
Take some time to explore the new features, and don’t hesitate to reach out to your system administrator if you have any questions.
Stay tuned for more updates!
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