Search - By Placement on the Schedule / Roster

Search by Schedule Dates

  1. Go to: People >> Search (or any other menu option that uses the search feature) – Click here and scroll down for a video on all of step 1.
  2. In the “Module and Status Filters” section, select the desired statuses to include in the search. If you make multiple selections, you can include people that have:
    • Any of the selected modules and any of the selected statuses
    • All of the selected modules and any of the selected statuses
  3. In the “Communications Filters” section, optionally select the desired choice. Settings are broken down into three categories. You can make one selection from each category:
    • Email: Don’t Filter (default), Has Email, Has No Email
    • Mobile Email: Don’t Filter (default), Has Mobile Email, Has No Mobile Email
    • Text Messaging [this will only appear if Text Messaging has been enabled]: Don’t Filter (default), Has text messaging enabled, Does not have text messaging enabled
  4. In the “Group Filters” section, optionally select the desired choice: Don’t Filter (default), Individuals Only (profiles associated with one person only), Groups Only (profiles that have been defined as representing a group)
  5. Click the [Add Search Criteria] button. The available criteria corresponding to your module selections will appear first in the list, followed by other criteria. Instead of scrolling through the list, you can type a few letters of the criteria you want to use.
  6. Select Schedule Date from the drop-down list.
  7. Choose whether you want to search for volunteers that are either “On the Schedule”, “Not on the Schedule”, “On the Schedule but not confirmed” or “On the Schedule and confirmed”.
  8. Between: Enter the starting date and time along with the ending date and time for Activity assignments to include in your search.
    • You can either search by entering exact dates or by using dynamic dates.
  9. Category: Optionally filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
  10. Activity: Optionally filter for a specific Activity within the Activity Category selected above. If this is left at “Do not filter”, all Activities within the selected Activity Category will be considered.
    • Click the [Add] button to add the current search criteria to the list of things to include in the list and leave the screen ready for you to add something else – No search will be run yet.
    • Click the [Add and Go] button to add the current search criteria to the list of things to include in the list and to execute a search. – A search will be run.