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Focused Training:

BOS User Management

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Welcome to the Dolly Parton’s Imagination Library Team!

We’re here to help you bring books to the children in your local community!

Thank you!

Welcome!

Upcoming Trainings and Help

BOS Users

Different access levels

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Important Tasks for Coordinators

Monthly/Weekly Tasks

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Questions?

Q&A Time & Survey

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BOS Trainings

Make sure to check the BOS home page for the Calendar Icon.

This calendar shows all of the upcoming BOS Trainings.

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Who to contact for help?

Email help@imaginationlibrary.com to get a quick response from our Customer Support Team.

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BOS User Access Levels

  • Group Coordinator
  • Main Coordinator
  • Coordinator
  • Data Clerk
  • Billing Assistant
  • Associate

Who do we have with us today?

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Main Coordinator/Group Coordinator

Has access to:

  • Add and Remove other BOS users
  • Child Data
  • Manage Coverage Area
  • Update Enhanced Profile Page
  • Run all reports
  • Bulk Approval Access

Please note: The Main Coordinator for the program cannot be deleted. If you need to change the Main Coordinator, please contact our support staff at help@imaginationlibrary.com.

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Coordinator

Has access to:

  • Child Data
  • Generate all reports (except IPC and TCS)
  • No Billing Information
  • No MailChimp Access
  • No Bulk Approval

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Data Clerk

Has access to:

  • Child Data
  • Generate Statistical Reports
  • No Billing Data
  • No Bulk Approval

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Billing Assistant

Has access to:

  • Billing only
  • Invoices
  • No child data or reports

Please note: Billing Assistant cannot be removed by MC.

Please contact our support staff at help@imaginationlibrary.com.

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Associate

  • No access to child data or reports
  • Receives newsletters and other email communications from DPIL.
  • Best for community partners, sponsors, Board Members, etc.

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Keeping your account active

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  • Coordinator
  • Data Clerk

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  • Group Coordinator
  • Main Coordinator

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Poll: How many BOS Users does your organization have?

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Important BOS Tasks

  • Add paper registrations and approve pendings registrations.
  • Review Pending Icons: NCOA, Parent Edits, Duplicates, Transfers
  • Download NCOA list, when BOS opens after monthly processing.
  • Ensure website & enhanced profile are accurate and up-to date.
  • Review Book Taglines for the month
  • Download Child list before BOS closes each month.

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Important Program Tasks

  • Review the monthly invoices
  • Pick up undelivered books at the Post Office. Remove all identifiable child/parent data from the book label.
  • Represent DPIL at events to increase enrollment
  • Provide QR code flyers to key places around the community for online registrations.
  • Reach out to DWF Customer Service as necessary �(BOS, training, Helpdesk).
  • Reach out to DWF Finance as necessary �(Invoice, billing questions, etc.)

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The BOS

Important dates!!

Please have all registrations and changes processed by end of the day PRIOR to the Monthly Process.

*Pending registrations

* NCOA’s

*Parent Edits

Book Ordering System

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BOS Support Articles

Visit support.imaginationlibrary.com �to find the answers to our most asked questions.

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Q&A

Feel free to �ask questions!

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"You can never get enough books into the hands of enough children."

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THANK YOU!

ImaginationLibrary.com