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Getting Started

This guide helps new trail staff get set up with BigBoard and understand the basics of using the system.

Account Setup

Receiving Your Invitation

Your organization's office staff will send you an email invitation to join BigBoard. The invitation will include:

  • A link to create your account
  • Your organization's BigBoard URL
  • Basic instructions for getting started

Creating Your Account

  1. Click the invitation link in your email
  2. Set up your login credentials (username and password)
  3. Complete your profile information including contact details
  4. Review your organization access and permissions

Understanding BigBoard Organization

Structure Overview

BigBoard organizes information in a hierarchy:

  • Organizations - The wilderness programs you work for
  • Seasons - Time periods when programs run (e.g., "Summer 2024")
  • Sessions - Individual trips and programs
  • Staff assignments - Your role on specific trips

Your Role and Access

As trail staff, you can:

  • View trips where you're assigned
  • Manage your availability for scheduling
  • Access forms and documentation as required
  • Update your profile and contact information

Initial Orientation

Exploring the Interface

Take time to familiarize yourself with:

  • Navigation menu - How to move between different sections
  • Your dashboard - Overview of upcoming assignments and tasks
  • Profile settings - Where to update your information
  • Help resources - Where to find assistance when needed

Key Areas for Trail Staff

Focus on these main sections:

  • Schedule/Assignments - See your upcoming trips
  • Availability - Manage when you're available for work
  • Forms - Complete required documentation (if applicable)
  • Time Off - Request days off or unavailable periods

Setting Up Your Profile

Required Information

Ensure your profile includes:

  • Personal details - Name, contact information
  • Emergency contacts - Important for field work safety
  • Availability preferences - General scheduling preferences
  • Skills and certifications - Qualifications relevant to your work

Ongoing Profile Management

Keep your information current:

  • Update contact details when they change
  • Maintain accurate availability information
  • Add new certifications or training as completed
  • Review and update emergency contact information regularly

Next Steps

Learning the System

  • Explore the interface when you have good internet access
  • Practice basic tasks like viewing your schedule and updating availability
  • Ask questions of office staff or experienced colleagues
  • Review organization-specific policies for BigBoard use

Preparing for Field Work

Before your first trips:

  • Ensure you can access BigBoard from your mobile device
  • Test login and basic navigation on mobile
  • Understand how your organization uses BigBoard for trip documentation
  • Know who to contact if you have technical issues in the field

Getting Help

When You Need Assistance

  • Technical issues - Contact your organization's office staff
  • Account problems - Reach out to the person who sent your invitation
  • Training questions - Ask for additional orientation or guidance
  • System features - Consult with experienced colleagues

Best Practices

  • Save the BigBoard URL as a bookmark on your devices
  • Keep your login information secure but accessible
  • Report issues promptly to help improve the system for everyone
  • Ask questions - it's better to ask than to guess

Remember, BigBoard features and workflows may vary depending on how your organization has configured the system. When in doubt, consult with your organization's staff for specific guidance.