VolunteerMatters Support

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Manually manage assignments on a project position

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An administrator or organizer may manually add, edit, or delete/withdraw a project position assignment on behalf of a contact.

In this list view of project position assignments you will notice the following columns:

  • Required - The minimum and maximum number of contacts that are allowed to sign up for the same volunteer position.
  • Assigned - The number of contacts that have been assigned to this particular volunteer position. This includes those manually assigned as well as those who signed themselves up (if the project is configured to allow).

Add assignment(s) to a single project position

To manually add an assignment to an existing project position:

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

  2. On the Project you wish to add an assignment for, click the "Manage" button ().



  3. This 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.  On the "Project Dashboard" click the "Manage" drop-down button and select "Assign".



  4. From there locate the position you wish to edit and click on the "Manage" button ().



  5. This will open the assignment detail for the position in question.

  6. Then click on "Choose Volunteers" to open the contact chooser.



  7. You can use the contact chooser to select any number of volunteers**.



    When you click "Choose" It will add all selected contacts to the 'Add New Assignments' area of the assignment detail.

  8. Click "Confirm Assignments" to add the new assignments.



  9. Once confirmed they will appear in the position assignments list.




** It’s important to note that if you "check all" or "clear all" while in the chooser, it will only act on the records view-able in the list, not on all of the records that may have resulted from a search. For example, if your "Items" were set to 25, it would act on the 25 records displayed. If "Items" were set to 500, it would act on the 500 records displayed. The "Items" setting is at the top-middle of the chooser.

 

Edit Assignment(s) 

When configuring a project an admin can set whether they wish to have volunteers self-report hours. Click here for more information on configuring projects. This section will discuss editing a position assignment where they can not submit additional hours and those where they can.

Positions where they can NOT submit hours:

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

  2. On the Project you wish to edit an assignment for, click the "Manage" button ().



  3. This 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.  On the "Project Dashboard" click the "Manage" drop-down button and select "Assign".



  4. From there locate the position you wish to edit and click on the "Manage" button ().



  5. This will open the assignment detail for the position in question. Here you will see those contacts already assigned to the position. An administrator can edit the number of "Credits" for the position.



  6. To edit the number of "Credits" hours, click on the edit link () next to the current "Credits" number. This will open up the "Update Credited Hours" window and you can then edit that number and click "OK". This will update the number of hours credited accordingly for the contact position assignment in question.

 

Positions where they CAN submit hours:

Volunteers can submit their own hours.  An Administrator can not only view the number of hours but review, decline, and add additional hours on behalf of a volunteer by clicking on the pencil link () next to their self-reported hours.

Click here to review detailed instructions on how to manage a volunteer's "Self-Reported Hours".

 

Delete/Remove Assignment

Note: If you delete an assignment the hours attributed to that volunteer will be lost.

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

  2. On the Project you wish to delete an assignment for, click the "Manage" button ().



  3. This 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.  On the "Project Dashboard" click the "Manage" drop-down button and select "Assign".



  4. From there locate the position you wish to delete the assignment for and click on the "Manage" button ().



  5. This will open the assignment detail for the position in question. Here you will see those contacts already assigned to the position.



  6. To delete an assignment, click on the delete link () on the far right of the assignment.



  7. This will open up the "Are you sure?" window and you can then click "Yes, delete" to remove the assignment.



  8. Once this is done you will be returned to the assignment detail for the position in question.
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