Activity

Edit

General Edits

  1. Go to: Activities >> Manage Activities
  2. Hover over the options icon beside the Activity
  3. Click on “Edit”
  4. Click on the relevant tab and make the desired changes
  5. Click the [Save] button in that section
  6. Click the [Close] button

Change Category

  1. Go to: Activities >> Manage Activities
  2. If your list of Activities is long, choose any of the filters in the top panel and click the green [Filter Activities] button.
  3. Hover over the options icon beside the Activity
  4. Click on “Change Category”
  5. Select the new category from the drop down list
  6. Click the [Save] button

Change Status

  1. Go to: Activities >> Manage Activities
  2. If your list of Activities is long, choose any of the filters in the top panel and click the green [Filter Activities] button.
  3. Hover over the options icon beside the Activity
  4. Click on “Edit”
  5. In “Basic Info”, select the desired “Active” status
  6. Click the [Save] button in that section
  7. Click the [Close] button

Bulk Changes

  1. Go to: Activities >> Bulk Activity Updates
  2. Set the filters to retrieve a list of activities
  3. Click the [Filter Activities] button
  4. Select the Activities you wish to change
  5. Scroll down and select the desired option from the “Change Selected” drop-down list:
    1. Add a Qualification
    2. Remove a Qualification
    3. Add a Feedback Field
    4. Remove a Feedback Field
    5. Update Visibility Settings
    6. Set to Active
    7. Set to Inactive
  6. Repeat the steps above if you want to change multiple attributes of the activities

Changes to the Minimum or Maximum Number of Volunteers

  1. Go to: Activities >> Manage Activities
  2. Hover over the options icon beside the Activity and click on “Edit”
  3. Click on the Schedule tab
  4. OPTIONAL: Apply filters in the top panel to isolate the shifts you would like to edit and click the green [Filter Shifts] button
  5. Check the box in the black panel to select all of the shifts displayed or check the boxes next to the shifts you would like to change
  6. In the “Change Selected” drop-down list near the bottom of the screen, choose the type of change you would like to make.
    • To change the minimum number of volunteers required for these shifts
      1. Select “Override Number of Volunteers Needed”
      2. In the dialog box that appears, enter the new minimum number and then click the [Override Number of Volunteers Needed] button
      3. Click the [Close] button
    • To set the minimum number of volunteers for these shifts back to the number common for most shifts in this Activity
      1. Select “Remove Number of Volunteer Override”
      2. Click the [Remove Number of Volunteer Override] button
      3. Click the [Close] button
    •  To change the maximum number of volunteers allowed in the shift
      1. Select “Override Auto Lock Number”
      2. In the dialog box that appears, enter the new maximum number and then click the [Override Auto Lock Number] button
      3. Click the [Close] button
    • To change the maximum number of volunteers allowed in the shift back to the number common for most shifts in this Activity.
      1. Select “Remove Auto Lock Number Override”
      2. Click the [Remove Auto Lock Number Override] button
      3. Click the [Close] button

Remove Shifts

 

  1. Go to: Activities >> Manage Activities
  2. Hover over the options icon beside the Activity and click on “Edit”
  3. Click on the Schedule tab
  4. OPTIONAL: Apply filters in the top panel to isolate the shifts you would like to edit and click the green [Filter Shifts] button
  5. Check the box in the black panel to select all of the shifts displayed or check the boxes next to the shifts you would like to change
  6. In the “Change Selected” drop-down list near the bottom of the screen, select Delete Shifts
  7. Confirm this deletion by clicking the [Delete Shifts] button.

 

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