Search

YPR COMMUNITY & Data Submission

YPR Community Guide

YPR Community is our dedicated data reporting tool that streamlines the submission of event data, ensuring accurate and comprehensive tracking of our initiatives. It enables users to efficiently input and manage information about events, including attendance, activities, and outcomes. This system helps in maintaining transparency, measuring impact, and improving future programs based on real-time data. For more detailed instructions on using YPR Community, click the sections below. 

How to create a new Case from the homepage:

  1. Click the ‘Contact Support’ button at the bottom of the page
  2. In the ‘Contact Name’ field, enter your name
  3. Enter a ‘Subject’ into the next field
  4. Enter a detailed description of the issue you are encountering in the ‘Description’ field
  5. (Optional) Attach a file
  6. Click the ‘Submit’ button
  7. Done!

How to access the YPR Community when you already have a login:

  1. Log into Salesforce as you normally would
  2. From the homepage, select the ‘App Launcher’ (the square of 9 dots directly under the YPR logo on the left hand side)
  3. Click ‘View All
  4. Click ‘YPR Community
  5. Done!

How to add a new Chapter Event from the homepage:

  1. Click on the ‘Chapter Events‘ tab in the Navigation Bar
  2. Click the ‘New‘ button
  3. A pop up will appear prompting you to complete all form fields for the Chapter Event
  4. Once all fields have been populated, click ‘Save
  5. Once the Chapter Event has been created, you will see a Success message appear.
  6. Done!

How to add a new Chapter Event Photo from the homepage:

  1. Click on the ‘Chapter Events‘ tab in the Navigation Bar
  2. Click the ‘New‘ button
  3. A pop up will appear prompting you to complete all form fields for the Chapter Event
  4. Once all fields have been populated, click ‘Save
  5. Once the Chapter Event has been created, you will see a Success message appear.
  6. Click on the Chapter Event record you created and click on the ‘Related’ Tab
  7. Under ‘Notes & Attachments’ click ‘Upload Files’
  8. Select your attachments to include and submit.
  9. Done!

How to add a new Chapter Check-In from the homepage:

  1. Click on the ‘Chapters‘ tab on the navigation bar
  2. On the next page, enter the Chapter you want to create a new Chapter Call Check-In for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the Chapter record has been found, click on that Chapter’s record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Chapter Call Check-Ins‘ section, click on the ‘New‘ button
  7. Enter all the fields for the new Chapter Call Check-In
  8. Click ‘Save
  9. Once the new Chapter Call Check-In has been created, you will see a Success message appear.
  10. Done!

How to add a new Media Interaction from the homepage:

  1. Click on the ‘Chapters‘ tab on the navigation bar
  2. On the next page, enter the Chapter you want to create a new Media Interaction for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the Chapter record has been found, click on that Chapter’s record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Media Interactions‘ section, click on the ‘New‘ button
  7. Enter all the fields for the new Media Interaction
  8. Click ‘Save
  9. Once the new Media Interaction has been created, you will see a Success message appear.
  10. Done!

How to add a new Program Site from the homepage:

  1. Click on the ‘New Program Data‘ drop-down button on the homepage
  2. A new page will appear prompting you to complete all form fields for the Program Site
  3. Once all fields have been populated, click ‘Confirm
  4. Once the new Program Site has been created, you will see a Success message appear.
  5. Done!

How to add a new Program Episode from the homepage:

  1. Click on the ‘Program Participants‘ tab on the navigation bar
  2. On the next page, enter the Program Participant you want to create a new Program Participant Intake for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the new Program Participant record has been found, click on that individual’s record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Program Episodes‘ section, click on the ‘New‘ button
  7. Enter all the fields for the new Program Episode
  8. Click ‘Save
  9. Once the new Program Episode has been created, you will see a Success message appear.
  10. Done!

How to add a new Program Participant from the homepage:

  1. Click on the ‘New Program Data‘ drop-down button on the homepage
  2. A new page will appear prompting you to complete all form fields for the Program Participant
  3. Once all fields have been populated, click ‘Confirm
  4. Once the new Program Participant has been created, you will see a Success message appear.
  5. Done!

How to add a new Program Participant Intake from the homepage:

  1. Click on the ‘Program Participants‘ tab on the navigation bar
  2. On the next page, enter the Program Participant you want to create a new Program Participant Intake for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the new Program Participant record has been found, click on that individual’s record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Intakes‘ section, click on the ‘New‘ button
  7. Enter all the fields for the new Program Participant Intake
  8. Click ‘Save
  9. Once the new Program Participant Intake has been created, you will see a Success message appear.
  10. Done!

How to add a new Program Event from the homepage:

  1. Click on the ‘New Program Data‘ drop-down button on the homepage
  2. A new page will appear prompting you to complete all form fields for the Program Event
  3. Once all fields have been populated, click ‘Confirm
  4. Once the new Program Event has been created, you will see a Success message appear.
  5. Done!

How to add a new Advocacy Initiative from the homepage:

  1. Click on the ‘Advocacy‘ tab on the navigation bar or on the homepage
  2. Click the ‘New’ button on the next page
  3. Once all fields have been populated, click ‘Save
  4. Once the new Advocacy Initiative has been created, you will see a Success message appear.
  5. Done!

How to add a new Advocacy Activity from the homepage:

  1. Click on the ‘Advocacy‘ tab on the navigation bar
  2. On the next page, enter the Advocacy Initiative you want to create a new Advocacy Activity for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the new Advocacy Initiative record has been found, click on that Advocacy record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Advocacy Activity’ section, click on the ‘New‘ button
  7. Enter all the fields for the new Advocacy Activity
  8. Click ‘Save
  9. Once the new Advocacy Activity has been created, you will see a Success message appear.
  10. Done!

How to add a new Advocacy Affiliation Contact from the homepage:

  1. Click on the ‘Advocacy‘ tab on the navigation bar
  2. On the next page, enter the Advocacy Initiative you want to create a new Advocacy Affiliation for into the ‘Search‘ bar
  3. Click ‘Enter
  4. Once the new Advocacy Initiative record has been found, click on that Advocacy record.
  5. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  6. Under the ‘Advocacy Affiliation‘ section, click on the ‘New‘ button
  7. Enter all the fields for the new Advocacy Affiliation
    1. Always search for a pre-existing Contact before creating a new one by typing in the name of the individual into the Contact field
    2. IF the Name you’re searching for appears, select that individual
    3. IF the Name you’re searching for does NOT appear in the Contact field upon your search → Create a new Advocacy Contact and select Save
    4. THEN Search for the newly created Contact again 
  8. Click ‘Save
  9. Once the new Advocacy Affiliation has been created, you will see a success message appear.
  10. Done!

How to add a new Outreach Initiative from the homepage:

  1. Click on the ‘Chapters‘ tab on the navigation bar or on the homepage
  2. Click your Chapter on the next page
  3. Click on the ‘Related‘ tab
  4. Scroll down to ‘Outreach Initiatives’ and click the ‘New’ button
  5. Enter all the fields for the new Outreach Initiative
  6. Once the new Outreach Initiative has been created, you will see a Success message appear.
  7. Done!

How to add a new Outreach Activity from the homepage:

  1. Click on the ‘Chapters‘ tab on the navigation bar or the homepage
  2. Click your Chapter on the next page
  3. Click on the ‘Related‘ tab
  4. Scroll down to ‘Outreach Initiatives
  5. Once the new Outreach Initiative record has been found, click on that Outreach record.
  6. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  7. Under the ‘Outreach Activity’ section, click on the ‘New‘ button
  8. Enter all the fields for the new Outreach Activity
  9. Click ‘Save
  10. Once the new Outreach Activity has been created, you will see a success message appear.
  11. Done!

How to add a new Outreach Contact from the homepage:

  1. Click on the ‘Chapters‘ tab on the navigation bar or the homepage
  2. Click your Chapter on the next page
  3. Click on the ‘Related‘ tab
  4. Scroll down to ‘Outreach Initiatives
  5. Once the new Outreach Initiative record has been found, click on that Outreach record.
  6. Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
  7. Under the ‘Outreach Create Outreach Contacts’ section, click on the ‘New‘ button
  8. Enter all the fields for the new Outreach Contact
    1. Always search for a pre-existing Contact before creating a new one by typing in the name of the individual into the Contact field
    2. IF the Name you’re searching for appears, select that individual
    3. IF the Name you’re searching for does NOT appear in the Contact field upon your search → Create a new Outreach Contact and select Save
    4. THEN Search for the newly created Contact again 
  9. Click ‘Save
  10. Once the new Outreach Contact has been created, you will see a Success message appear.
  11. Done!