Creating and maintaining System Operator records The credentials for the first Administrator in an account are created from the trial account information used when the account is started. Thereafter, the Administrator creates and maintains all System Operator records for the account. The Volgistics Team does not assign, or update, login credentials for operators. Your account’s
Category: Tip of the Week
This is part of our Tip of the Week series. These weekly quick tips will help you utilize features in Volgistics you may not have known about. Check back often for new tips!
Tip of the Week May 29, 2017
Import and print schedule in Excel Volgistics’ Schedule Reports are available in PDF format. However, there may be times you want to have the schedule in Excel format. There is not a report within Volgistics that is able to do this, but you can use the features in Excel to get the schedule information for
Tip of the Week May 22, 2017
Schedule volunteers with Assignment Opening Rules enforced Via the Schedule tab of an Assignment record or the Schedule page from the menu, System Operators are always able to schedule volunteers for any time even if the Rules tab of the corresponding Assignment is setup to allow scheduling for “Openings only”. However, operators may wish to
Tip of the Week May 15, 2017
Use a Set to find records that have information in a spare field There may be times when you need to find all the volunteers in your account that have information in a specific text field. For example, to verify the information in a field called School where you record the educational institution a volunteer
Tip of the Week May 8, 2017
Customize VicTouch access and exit codes If your organization uses the VicTouch module, please note we recommend using it in kiosk mode whenever possible. The kiosk mode causes the display to fill the entire screen. This hides the URL address and web browser controls to make access more secure. You can find information on starting
Tip of the Week May 1, 2017
Prompt a password reset for System Operators Whether you’re assigning an operator a password that you want to make temporary, or your organization has security concerns and wants all users to update their login information, or you simply want to require specific users to update their credentials, it can be useful to prompt system operators
Tip of the Week April 24, 2017
National Volunteer Week (U.S. & Canada) National Volunteer Week has arrived! National Volunteer Week was established to inspire people to volunteer to make their communities a better place, to recognize your current volunteers, and to encourage volunteerism in general. This week the U.S. and Canada are celebrating National Volunteer Week from April 23-29, 2017. Australia’s
Tip of the Week April 17, 2017
Archive inactive records to keep service information and save money Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot
Tip of the Week April 10, 2017
Track messages received by volunteers on the History tab Each time a volunteer is a recipient of an email, text, or Vic Mail message from your account, an entry is added to the Messages section of the volunteer’s History tab. This feature tracks custom email and text messages sent by System Operators as well as
Tip of the Week April 3, 2017
Run service reports for a single Site, Place or Assignment When you run Service Summary or Service Details reports, there may be times when you want to limit the service information included on the report to one particular Assignment, or to just the Assignments that fall under a particular Site or Place in your account.