Tip of the Week December 23, 2013

Track Assignments Automatically

In Volgistics, a volunteer’s Role in an assignment shows his or her relationship to the assignment. For example, a Role of Assigned likely means that the volunteer is actively serving in the assignment, while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in the assignment. You record the Roles a volunteer has on the Service tab of their record.

You can also setup the system to automatically add the Role of Assigned to a volunteer’s record whenever the volunteer is scheduled, or receives service, in an assignment. To do this:

  1. Select Setup from the menu.

  2. Expand the Assignment tracking link.

  3. Select Ground rules.

  4. Check the box by Record assignments automatically.

  5. Click the Save button.

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