Tip of the Week September 14, 2015

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. The volunteer’s Service tab shows the Role they have in assignments.

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 to keep your selections.

Help topic 2265 explains more about the settings for automatic assignment tracking.

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