Assigning Individual Volunteers

IMPORTANT: If you are assigning a volunteer to a scheduled Activity, the activity must have shifts occurring either today or in the future. If you need to assign a volunteer to an Activity that occurred in the past, please to go to Assign >> From Scheduled List and adjust the filters to display Activities for the desired date range. 

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search 
  1. Click on the person’s name from the list that appears, OR
    • Go to: Assign >> From Volunteer Profile 
      • Search for the desired profile 
      • In the Search Results section, mouse over the Options icon beside the person’s name 
      • Click on “Edit” 
  1. Click on the “Assign” tab 
  1. For long activity lists, use the filters in the top panel and click the green [Filter Activities] button 
  1. Click on the name of the desired Activity  
    • For scheduled Activities, you can use the “Filter Shifts” panel to find a specific shift(s) 
    • Click the [Filter Shifts] button to apply the filters you have chosen
  1. Assign the volunteer: 
    • For scheduled activities
      • Check the box in the “As” column for each applicable shift  
      • You can also click the “As” box at the top of the list to assign the volunteer to all shifts  
    • For unscheduled activities 
      • Check the “Assigned” box  
  1. Click the [Save] button to assign the volunteer  
  1. Click the [Close] button when you are done. 
Updated on March 30, 2021

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