Include the Source, Batch or Directive fields for service entries on Service Detail Reports Service Detail reports are designed to provide specific information about service entries that appear on the volunteer’s Service tab. When you create a custom Service Detail report and select to list volunteers on the Options tab, you can include regular volunteer
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 November 24, 2014
Create an automatic report that shows volunteers due for a Checklist item Volgistics includes a Checklist item feature to help you track things such orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic
Tip of the Week November 17, 2014
Spread holiday cheer with the VicTouch Greeting Cards feature If your organization uses the VicTouch module, you can create holiday cards that will be displayed when volunteers sign-in to serve. The setup options allow you to customize a heading and message, and choose a date range for when the cards will be shown. You can
Tip of the Week November 10, 2014
Non-archived records can now be tagged and deleted in batches Volgistics has added the ability to tag non-archived records and then delete them. This will make the job of managing volunteer records more efficient because it provides a way to delete multiple non-archived records without archiving the records first. You can learn more about this
Tip of the Week November 3, 2014
How to schedule substitutes for regularly scheduled volunteers who are on vacation or have a prolonged absence. Volgistics comes with a built-in feature to make scheduling substitute volunteers for short term absences easier. If your volunteer will only be gone a couple of days, this way works great because it is easier and your schedule
Tip of the Week October 27, 2014
The VicNet Time Sheet tab can now be enabled for just selected volunteers Depending on your organization’s needs, you may want to give all volunteers access to VicNet but only allow a selected group to use the Time Sheet tab to enter service information. We recently updated Volgistics to allow you to do this. Please
Tip of the Week October 20, 2014
Use Volgistics’ Holidays feature to schedule remove volunteers from the schedule on days your organization will be closed. If your organization closes, or just keeps a skeleton staff of volunteers, on certain dates, you can add the date as a holiday in your account. This will automatically remove all regularly scheduled volunteers from the schedule
Tip of the Week October 13, 2014
System Operators can access the Volgistics Store from inside account. The Volgistics Store is where accounts can create invoices, pay for service, change service levels and other administrative type tasks. Volgistics Administrators can access the Store by clicking the Store tab at www.volgistics.com and then entering their credentials. But there is also an alternative way
Tip of the Week October 6, 2014
Preview what volunteers see when they login to VicNet. If your organization uses the VicNet module, you may want to preview what a volunteer sees when he or she logs-in. This can be useful when you’re doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to
Tip of the Week September 29, 2014
Recent additions to Set rules add more search options. Your satisfaction with Volgistics is important to us and we are continually working to improve your experience with the software. As part of the improvement process, we have made three changes to the Set rules available to query, or filter, the database. In May, we added