Track Assignments Automatically In Volgistics, a volunteer’s Role in an assignment shows his or her relationship to the assignment. For example, a Role of Assigned likely means that the volunteer is actively serving in the assignment while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in the
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 September 7, 2015
Change account login credentials. In many cases operators select to save their account number and login name on the computer they usually use to access Volgistics. This can speed up the login process since this information will not need to be entered each time you login. However, if you update your login name, the information
Tip of the Week August 24, 2015
Go to the Schedule tab of an Assignment from the Schedule page There are different ways to view the schedule in Volgistics to match the rendering that fits your needs the best. For example, if you want to view the schedule for your entire organization, you can select Schedule from the menu. Or, if you
Tip of the Week August 17, 2015
Print service report for a single archived volunteer record. There may be times you want to print service reports for archived volunteer records. One way to do this is to create a custom Excel report that contains service information for all archived volunteers. Help topic 1997 shows how to do this. Archived records also show
Tip of the Week August 10, 2015
Use floating subtotals for information on service in a specific period of time. In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), year-to-date (YTD), and life hours for volunteers. There are also two floating subtotal fields that you can use to keep track of service performed during monthly time
Tip of the Week August 3, 2015
Set schedule calendar to default to a specific date or month. If you’re using Volgistics to prepare for an event that will take place in the future, you may want to setup the schedule calendar to default to a date or month other than the current one. This makes it easier to use because you
Tip of the Week July 27, 2015
Use the Find fields, and the Advanced options, to locate volunteer records. When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then
Tip of the Week July 20, 2015
Add states (or provinces) to dropdown When Volgistics accounts are started, the State/Province dropdown list is only populated with the state or province the organization is located in. This is by design because in many cases volunteers are all located within one geographic area. So having one, or only a few options, makes it easier
Tip of the Week July 13, 2015
Store websites for volunteer records Volunteer records in Volgistics have a “Web site” field on the Core tab. On group records, this field can be used to record the organization’s website. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such as Facebook, Twitter, or Google Plus.
Tip of the Week July 6, 2015
Use Schedule Icons to determine how a volunteer is scheduled In Volgistics, volunteers can be scheduled in two different ways. In some assignments, the task does not need to be performed at a specific time of day. Volgistics refers to these assignments as “any time” assignments. There are also assignments where coverage is needed during