Wednesday, November 17, 2010

Activity Profile Upgrades


Automated shift closures based on time
  • Option to hide shifts from volunteers x hours before the shift begins when you don’t want last minute sign-up
Shift Templates
  • When creating new roles or adding additional shifts to an existing role, you can call on a customized templates of shifts to populate a role’s schedule template (E.G. pick a shift template the has two shifts a day each weekday and then pick the how far out you would like to create a schedule template. That’s it!)
Role Editing
  • Change the status of activities between active and inactive on multiple activities at once
  • Editing an role uses an overlay making it faster to go back to the activity list to work on another one
Greater control over which volunteers get to see individual activity


Whether or not a particular role is visible to volunteers is based on an expanded list of volunteer statuses and you can choose multiple statuses.
* Not visible to volunteers other than those you assign to it
* Pre-applicant
  • thinking of applying to volunteer but has not done so yet
* Applicant - not qualified
  • someone who has filled in an application
  • according to their application, is not qualified to fill this particular role
* Applicant – qualified
  • someone who has filled in an application
  • according to their application, is qualified to fill this particular role
* In Process - not qualified
  • an applicant with whom you have begun your intake process
  • is not qualified to fill this particular role
* In Process – qualified
  • an applicant with whom you have begun your intake process
  • is qualified to fill this particular role
* Accepted - not qualified
  • a volunteer you have accepted to be a volunteer
  • is not qualified to fill this particular role
* Accepted – qualified
  • a volunteer you have accepted to be a volunteer
  • is qualified to fill this particular role
* Inactive - qualified
  • a volunteer who was accepted as a volunteer in the past
  • is now on a leave (short or long)
  • is qualified to fill this particular role
Greater control over automating the assignment process
  • Version 3.0 provides you with greater flexibility over who you allow the software to automatically assign to a shift when they sign up for one
  • Auto-assign functionality can be based on the same statuses as listed under the visibility bullets immediately above

More new features will be posted every couple of days.
Come back on Friday for Communications  Upgrades