![]() In the area on the right, select New Group Members. Select New to create a new group.Īdd a name for the group, and then select Save. Navigate to Groups in the navigation pane. By adding volunteers to a group, volunteer managers can communicate with the volunteers in the group, understand their engagement, and understand the relationships between volunteers. Some examples include what company they're volunteering with, the type of volunteer, or their volunteering role. Managers can use groups to link volunteers in a logical association. ![]() Volunteer managers might want to associate several volunteers with a group. ![]() Later, the volunteer manager can view the volunteer’s participation history on this page. The volunteer manager can also indicate the volunteer’s preferences, availability, and qualifications. Provide the first name, last name, and other contact information. Select New to create a new volunteer contact. Navigate to Volunteers in the navigation pane. A group is an entity that has a one-to-many relationship with the contact. Volunteer managers can add volunteers to a database and associate them with groups. After you set up qualifications and preferences, volunteer managers can access them through lookup fields throughout the application, including on the volunteer record and the engagement opportunity record. When setting up the application, navigate to Configuration to set up the qualifications, and preferences your organization wants to track for volunteers. You can track certain qualifications and preferences for your organization. Setup qualifications and preferences for your organization To add more security roles, go to Security roles and privileges. Volunteer Management includes one default security role, Volunteer Manager. Volunteer Management has two dashboards to help volunteer managers in their work: Daily Dashboard and Engagement Opportunity Tracking.ĭaily Dashboard: View published engagement opportunities, volunteers to review, and draft engagement opportunities that need to be published.Įngagement Opportunity Tracking: Understand how many engagement opportunities are published each month, volunteers per month, and participants needed versus participants confirmed for each engagement opportunity.
0 Comments
Leave a Reply. |