Tip of the Week May 25, 2015

Use Sets to make Checklist items apply to volunteers in multiple Assignments.

When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the “Those assigned to” dropdown list. Or, you can select a Site or a Place from the dropdown to make the Checklist item apply to all volunteers who have any Assignment that falls under the Site or Place you select. (You can learn more about the Site, Place and Assignment structure in Help topic 2099.)

But what if you only want the Checklist to apply to volunteers who have certain Assignments that fall under a Site or Place? Or you need to have the Checklist apply to volunteers who have Assignments that fall under different Sites or Places? You can do this by creating a Set based on the “Their Assignment” or the “Their Assignment Cluster” Set rules.

After you test the Set to make sure it identifies the volunteers who have the Assignments you want for the Checklist item, select the name of the Set from the “If they are in this set” field on the setup page for the Checklist item. Your Checklist will now apply to volunteers with the multiple Assignments identified in the Set.

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