Tip of the Week April 13, 2015

Archive inactive records to keep service information and save money

Each Volgistics account includes a non-archived and an archived section. Your account’s service level determines how many records can be kept in each section.

The non-archived section of your database is designed to be used for the records of active volunteers. Records in this section have full functionality– they can have be placed on the schedule, access VicNet and VicTouch, receive email or text messages, be included in all reports, etc.

The archived section of your database is designed to be used when you want to keep service (or other) information for a volunteer, but the volunteer will no longer be active in your organization. Because archived records have limited functionality, they cost much less on a record-by-record basis than non-archived records.

There is not a rule as to when you should archive a volunteer record. Some users archive records after the volunteer has not served for a certain period such as 3 months. Other organizations use the archive to store information for seasonal volunteers where they want to be able to restore the volunteer’s information when they return.

You can find out more about how the archive feature works in Help topics 1999 and 2000.

This entry was posted in Tip of the Week, Tips and tagged , , , , , , . Bookmark the permalink.

Leave a Reply