VolunteerMatters Support

All the training and support you need to take full advantage of your volunteer management system.

It's Time to Accomplish More Without Increasing Your Workload.

Bulk Delete Shifts

Follow

Project Needs

There are four types of needs you can add to a project.  Needs can be shifts, tasks, items, or positions.  In this solution we will discuss shifts.

A shift has a date, start time, end time, shift role, and the min/max assignees.

A shift can be deleted individually as well as well as deleted in bulk.  For more information on deleting a single shift click here.

**You can only delete a project shift if there are no assignments on it.  You must first delete the assignments. Click the following for more information on deleting shift assignments individually or in bulk. Bulk Assignment Management is only available with the Professional and Enterprise subscription levels.  If you have questions on your subscription level please live chat with us now from your VolunteerMatters portal or submit a support ticket via email.**

 

Delete Shifts in Bulk

  1. Log into your VolunteerMatters system with the proper security access roles and then click on Projects. 

    bulk_delete_01.png

  2. On the Project you wish to delete shift(s) for, click the "Needs" button (Projects_Page_Needs_Button.png).

    bulk_delete_02.png

  3. You can also click the on the "Dashboard" button (dashboard.jpg) which will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for administrators and organizers. An organizer must be assigned to a project to be able to manage it.  Then on the "Project Dashboard" click the "Manage" drop-down button (Manage.jpg) and select "Project Needs".  Both will take you to the same place. 

    bulk_delete_03.png

  4. This will open the "Project Needs" page.  You will see the various Project Needs: Shifts, Tasks, Items, and Positions.  On the top will be the "Project Shifts" panel. It will display the current shifts as well as a buttons to manage those shifts (Assign_Edit_Delete_Shifts_button.png), schedule new shifts (project-manage_shift_3a.png),  manage shift roles (project-manage_shift_3b.png), a bulk edit button (bulk_Edit_Shifts_button.png), and a bulk assign button (Bulk_Assign_Shifts_button.png).

  5. To deleted scheduled shifts on the project in bulk, click on the "Bulk Edit" button (bulk_Edit_Shifts_05.png).

    bulk_delete_04.png

  6. This will open the "Bulk Edit Shifts" configuration page. Here you can filter the shifts by date and then select the shifts you wish to delete and then click the "Edit" button (bulk_Edit_Shifts_06.png). 

    bulk_delete_05.png

  7. On the next page, you can simply click the "Delete" button (Bulk_Delete_Shifts_button.png).

    bulk_delete_06.png

  8. The system will confirm whether you wish to delete the shift(s) in question with the "Delete Multiple Shifts" modal window. You are requited to type "DELETE" (without quotes and capitalized) and then click "Yes, delete!" to delete the shift(s) selected.

    bulk_delete_07.png

    After completion you will be returned to the "Bulk Edit Shifts" page with a confirmation message that the shift(s) were deleted.

    bulk_delete_08.png

    If there were assignments on the shift(s) selected, you will be returned to the "Bulk Edit Shifts" page with a informational message that the shift(s) were not deleted.  

    bulk_delete_09.png

    If there were assignments on some of the shift(s) selected and others without, you will be returned to the "Bulk Edit Shifts" page with a informational message that some of shift(s) were not deleted as well as a confirmation message that some were deleted.  

    bulk_delete_10.png
Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk