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Introduction
The Manage Volunteer Settings section contains different properties that users can assign to volunteers. These properties allow users to group volunteers and make it easier to assign shifts to volunteers. Each of these properties can be used as criteria on the Create People Universes page in the Volunteers tab.
- To access the Manage Volunteer Settings page, click on the Admin section in the navigation menu, click Additional System Data Settings, and click Manage Volunteer Settings.
Creating a New Property
First, navigate to the tab for the type of property you want to create. There are seven types of properties: Skills, Work Types, Zones, Levels, Teams, Availabilities, and Organizations.
Property Types
- Skills - Special, useful, or unique skills possessed by volunteers.
- Work Types - The types of activities that a volunteer is willing to participate in.
- Zones - Regions where a volunteer lives or works. This is useful in larger districts.
- Levels - Use this property type to create different levels of volunteers based on reliability, productivity, or work quality performance.
- Teams - Create groups of volunteers led by organizers.
- Availabilities - Tag an individual's availability.
- Organization - Friendly organizations sending volunteers to help your organization.
On each property tab, there is a blue Add New button on the right-hand side of the page.
Click the Add New button. A pop-up will appear. The below screenshot is of the pop-up for the Volunteer Skills tab.
Use the Description textbox to name the property.
If you are creating a new Volunteer Team, there will be a Volunteer Organizer drop-down menu, which you can use to choose an organizer to lead the Team.
If you would like to add the property to a permission group, click the Padlock icon in the bottom left corner of the pop-up, then activate the checkboxes of the permission groups that should have access to this property and click Save.
Click the Save button to save the property, or click Save and Add New if you would like to add another one.
Deactivating a Property
Click the Show Admin Options link next to the Add New button.
Then, activate the checkboxes of the properties you would like to deactivate and click the Deactivate Selected Items link.
Click Yes in the pop-up.
Reactivating a Property
Click the Show Admin Options link next to the Add New button.
Then, activate the Show Inactive Items checkbox on the left-hand side of the page.
The inactive properties will appear in the table. Click on the name of the one you want to reactivate. A pop-up will appear.
Activate the Is Active checkbox and click Save. Repeat for each inactive property you want to reactivate.
Assigning Properties
You can assign properties to volunteers from the Volunteer Management page. Find the volunteer whose properties you want to update and click the Person icon in their View Details column. This will open the Contact Details page for this volunteer.
Click on the Volunteer Info tab.
Here, you will be able to view any properties you have previously assigned to this volunteer. Click the Edit Volunteer Info button to update the volunteer's properties. A pop-up will open.
Edit the volunteer's properties as desired and click Save to save your changes.