Tip of the Week August 22, 2016

Use the Volgistics Substitute Tracking feature when volunteers are not able to serve.

When volunteers are sick or unable to serve, you can remove them from the schedule and place a substitute volunteer on the schedule in their place. However, the Substitute Tracking feature provides an easier way to handle short term absences. To use this feature you must first check the “Use substitute tracking” box on the Scheduling Ground Rules page.

To schedule the substitute, go to the date on the schedule the volunteer will be unable to serve and click the Edit link in the row where the volunteer appears. This opens an “Edit a schedule entry” box where you can select the substitute volunteer. If the volunteer is filling an opening on the schedule, be sure to click the Edit link that appears on the left in the row with the volunteer’s name. Clicking the Edit link on the right will open the “Edit an opening” box used for changing the openings options. Help topic 1167 has more information on setting up and using the Substitute Tracking feature.

  1. Select Setup from the Menu.

  2. Expand the “Account management” link.

  3. Select “Delete a batch.”

  4. Follow the directions given.

Leave a Reply