General Overview

Through the use of requests and pledges organisations are able to form collaborations and working partnerships.

View All Pledges

Click the View All Pledges option from the Chest Menu to display a list of pledges available for collaboration.

To submit a request to form a collaboration with a pledge click the request this support link. You will need the r_id of the request you wish to use as your part of the collaboration.

For more information see the Requesting Support from an existing Pledge section.

View All Requests

Click the View All Requests option from the Chest Menu to display a list of requests available for collaboration.

To submit a request to form a collaboration with a request click the support this request link.

For more information see the Pledging Support to Existing Requests section.

Pledges

Pledges can be in the form of money, time or resources. You can pledge support for an existing request or you can post details of a pledge onto the View All Pledges where it will be available for other organisations request use of it.

Pledging Support to Existing Requests

Either

1. Click New pledge from the Chest Menu. Click the "There is an existing Request I would like to pledge support to" option and click Next.

2. Enter the r_id of the request you would like to support and press Next

OR

1. Click View All Requests from the Chest Menu. Find the request you wish to pledge support to and follow the support this request link

2. Press the Next button

3. Select whether you wish to make a pledge of money, time or resources and press Next

Money:

4.1.1 Enter the amount of money you wish to pledge and any additional information you wish to be available to the request owner. Press the Next button

4.1.2 Choose whether you would like the amount of your pledge to be disclosed or whether you would like your organisation to remain anonymous

Time:

4.2.1 Enter the number of hours of time you wish to pledge and any additional information you wish to be available to the request owner. Press the Next button

4.2.2 Choose whether you would like your organisation to remain anonymous

Resources:

4.3.1 Enter the worth of the resources you are pledging, the details of the resources you are pledging and any additional information you wish to be available to the request owner. Press the Next button

4.3.2 Choose whether you would like your organisation to remain anonymous

5. Press the Confirm button.

An email will be sent to the primary contacts of the pledge (you) and the request. You should contact the request owner directly to fulfill the details of your pledge.

Your pledge and the request will have formed a collaboration automatically. Both the request owner and the pledge owner can opt to break the collaboration if required (see Disassocating Pledges and Requests)

General Support Pledge

1. Click New pledge from the Chest Menu. Click the "I wish to make a general support pledge" option and click Next.

2. Select whether you wish to make a pledge of money, time or resources and press Next

Money:

N.B. General monetary pledges will be directly allocated to the central pot of funds which will be used to support requests, projects or events as determined by the Greater Bedminster Community Partnership Steering Committee

4.1.1 Enter the amount of money you wish to pledge and any additional information you wish to be available to the steering committee.

4.1.2 Select whether you would like to make a one off pledge or to set up a standing order. Press the Next button

4.1.3 Choose whether you would like the amount of your pledge to be disclosed or whether you would like your organisation to remain anonymous

4.1.4 Press the Confirm button and follow the on-screen instructions.

4.1.5 Once your pledge has been fulfilled and authorised, details will appear via The Central Pot link on the Chest Menu

Time:

4.2.1 Enter the number of hours of time you wish to pledge and any additional information you wish to be available to the request owner. Press the Next button

4.2.2 Choose whether you would like your organisation to remain anonymous

4.2.3. Press the Confirm button.

4.2.4 Details of your pledge will be available via the View All Pledges link on the Chest Menu

Resources:

4.3.1 Enter the worth of the resources you are pledging, the details of the resources you are pledging and any additional information you wish to be available to the request owner. Press the Next button

4.3.2 Choose whether you would like your organisation to remain anonymous

4.3.3. Press the Confirm button.

4.3.4 Details of your pledge will be available via the View All Pledges link on the Chest Menu

View the Confirming a Collaboration section

Confirming a Collaboration

You will receive an email when someone requests the support you have offered in a pledge.

From the View My Pledges link find the relevant pledge

Either click to confirm collaboration or to reject the collaboration request

Deleting a Pledge

A pledge can be deleted if it has not been fulfilled and is not forming part of a collaboration with a request

From the View My Pledges link find the relevant pledge

Click to delete your pledge.

Reposting a Pledge

The View All Pledges page only displays unrequested time and resource pledges posted within the last 2 months.

From the View My Pledges link find the relevant pledge

Click to repost your pledge.

Requests

Creating a new Request

1. Click the New Request option from the Chest Menu.

2. Complete the form fields.

Title: A summary of your request.

Details: Full details of the request so potential supporters can get a feel for what you are doing and what they would be supporting.

Support you hope to attract: Specific details of the support you are looking for, whether this is money, tins of paint or a few hours of donated time.

Deadline Date: If you need the support by a certain date, record the information here.

3. Press the Create button. This will generate an r_id which is the unique identifier for the request. You will need the r_id when requesting support from a pledge.

Your pledge will be available for all to view via View All Requests.

Requesting Support from an existing Pledge

1. From a pledge that appears in the View All Pledges list follow the request this support link

2. Enter the r_id of the request you would like to use to form a collaboration with the selected pledge. Press Next

3. Enter information you would like to be passed to the pledge owner and press Confirm

4. An email will be sent to the pledge owner notifying them that you wish to form a collaboration. N.B. You should contact the pledge owner directly to discuss collaboration

Viewing your requests

1. Click the View My Requests option from the Chest Menu.

Requests that are forming collaborations with pledges are coloured green.

Disassociating Pledges and Requests

From your pledge click the view details link. Click the Disassociate pledge from request: image.

From your request click the view collaboration details link. Scroll down to pledge you wish to disassociate and the click the Disassociate pledge from request: image.

Glossary

collaboration: Formed when the originators of a request and a pledge agree to form a partnership.

p_id: The unique identifier of a pledge.

pledge: An item representing a pledge of support if the form of money, time or resources. Pledges link with requests to form collaborations.

r_id: The unique identifier of a request.

request: An item representing a request for support or help for a specified project or event. Requests link with pledges to form collaborations.