Assignments - View

In the List of Activities

  1. Go to: Assign >> From Scheduled List OR Assign >> From Unscheduled List
  2. Select the desired filters to apply
  3. Click the [+] in the header or beside an Activity to show or hide all assigned volunteers. If you hover over the [Options] button beside an assigned volunteer, you can:
    • Confirm / Unconfirm – confirm or unconfirm the selected Activity assignment
    • Remove – remove the volunteer from the selected Activity assignment
    • View – view the volunteer’s profile
    • Edit – edit the volunteer’s profile
    • Send Email – send an email to the volunteer
    • Send Mobile Email – send an email to the volunteer’s mobile device
  4. Optionally, select multiple volunteers and scroll to the bottom and choose the desired option from the “Change Selected” drop down (Confirm / Unconfirm Selected Assignments, Remove Selected Assignments, Send Email).

In a Volunteer's Profile

  1. Type the volunteer’s name in the Quick Search box
  2. Click on the volunteer’s name when it appears in the list
  3. Click on the Schedule tab.

Tip

You can also remove a volunteer from a shift in the schedule or change their confirmation status by running your mouse over the option icon to the left of a shift or Activity and then clicking the applicable command.

In a Schedule

Reports Available
  • All Categories by Category: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by category.
  • All Categories by Date: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by date.
  • Single Activity by Date: Schedule of volunteers assigned to a specific Activity between specified dates, grouped by date.
  • Single Activity by Month: Schedule of volunteers assigned to a specific Activity over a one month period, displayed in calendar format.
  • All Activities by Volunteer: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by volunteer.
  • Single Category by Activity: Schedule of volunteers assigned to all Activities in a specific Activity Category between specified dates, grouped by Activity.
  • Single Category by Date: Schedule of volunteers assigned to all Activities in a specific Activity Category between specified dates, grouped by date.
  • Schedule Summary Export: Schedule summary information exported to Excel for additional filtering or manipulation.
  • Schedule Detail Export: Activity assignment schedule details exported to Excel for additional filtering or manipulation.

 

Run Report
  1. Go to: Reports >> Schedule Reports
  2. Select the desired report to run
  3. Enter or select the options for the report
  4. Click either the [Export Report] or [View Report] button

Tip

Schedule reports display volunteers assigned to Scheduled Activities only. The Schedule exports shows volunteer assignment for both scheduled and unscheduled Activities. To export Schedule information about Schedules and Activity assignments, go to: Reports >> Exports / Excel Reports and choose either “Schedule Summary Export” or “Schedule Detail Export”.