To begin, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

Module and Status, Communication and Group Filters select status(es) and option(s) to include

Click the [Add Search Criteria] button.

Searching by Activity

Search Type: Select “Activity” from the dropdown list
Schedule Status: Select the desired box(es) for Signed Up, Assigned or Backup List.
For shifts that are: For scheduled activities, select whether to consider shifts that occur “On or after today only”, “Before today only” or “Don’t Filter” (default)
For the following activities: Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”
Click the [+] button for the desired Activity Category to select one or more Activities belonging to that Category. You can select any number of Activities within any of the Categories.
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Searching by Activity Category

Search Type: Select “Activity Category” from the dropdown list
Schedule Status: Select the desired box(es) for Signed Up, Assigned or Backup List.
For shifts that are: For scheduled activities, select whether to consider shifts that occur “On or after today only”, “Before today only” or “Don’t Filter” (default)
For the following activities: Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”
Select one or more Categories; or “Select All”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Activity Shift” from the dropdown list
Schedule Status: Select the desired box(es) for Signed Up or Assigned
Select a Shift: Select the Category from the dropdown list. If there are Activities in the selected Category, the Activity drop down will display
Select the Activity from the drop down. You can select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”. If the selected Activity is scheduled, the Shift drop down will display
Select a single shift from the dropdown list
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Activity” from the dropdown list (you can select “Activity Category” if you wish to include multiple Activities from a category)
In “Schedule Status”, check the box for “On the backup list”
Optional: Select the desired option(s) for “For shifts that are” and “For the following activities”
Click the category heading to display the Activities in that category
Select the desired Activity from the category
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

If you want to see who has signed up (expressed an interest) for a specific activity but has yet to be assigned to it, you can run a search:

Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
In the “Module and Status, Communication and Group Filters” sections, choose who you would like to include in the search
Click the [Add Search Criteria] button
Search Type: Select “Activity” [this is the first part of the search]
- You can select “Activity Category” if you wish to include multiple Activities from a category
Schedule Status: check the “Signed Up” box
Scroll down to the “For the following activities” section and select the desired Activity
- “In the selected category(ies)” if “Activity Category” was chosen
Click the [Add] button
Search Type: “Activity” [this is the second part of the search]
- You can select “Activity Category” if you wish to include multiple Activities from a category
Schedule Status: Check the “Not Assigned” box
Scroll down to the “For the following activities” section and select the desired Activity (i.e. the one you chose above)
- “In the selected category(ies)” if “Activity Category” was chosen
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Qualified for Activity” from the dropdown list
Select “Qualified for activity” or “Not qualified for activity”
Select the desired Category
Select the Activity from the drop down. You can select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Schedule Date” from the dropdown list
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”
Enter the starting date and time (Between) along with the ending date and time (And) for Activity assignments to include in your search. You can either search by entering exact dates or by using dynamic dates.
Optional: Filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
Optional: 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 additional options to your search, or click the [Add and Go] button to run your search