Sort the columns of information in the Volgistics Mailbox The Volgistics Mailbox consists of the In Box, Out Box, Applications, Service, Help E-mail and Documents tabs. Each of these tabs is shared by the System Operators in your account (or all operators from the same Site if Site Level Access is enabled). As the number
Tag: Volunteer service
Tip of the Week February 22, 2016
Include the Source, Batch, or Directive fields for service entries on Service Details 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 volunteer fields
Tip of the Week February 8, 2016
Post service hours directly from the schedule In Volgistics, volunteers’ Schedule and Service are tracked separately. The Schedule is an estimation of when volunteers are expected to serve in the future, while Service is a record of when they actually served in the past. The Schedule does not become Service automatically, but Volgistics’ Post page
Tip of the Week November 9, 2015
Use the Date of Last Activity field to see when a volunteer served last Volgistics makes it easy to see the last date a volunteer served with the Date of Last Activity field recorded in the Statistics box on the Core tab of the volunteer record. You enable this field to be shown by: Select
Tip of the Week November 2, 2015
Make Assignments inactive to remove them from view while keeping service information There may be times when your organization no longer needs to track an Assignment. In these cases, the Assignment can be deleted—but this will also delete the Assignment details from volunteer service records. The date and hours will remain for the service entry,
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 April 6, 2015
Run service reports for a single Site, Place or Assignment When you run Service Summary or Service Detail 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 Place or Site in your account.
Tip of the Week February 23, 2015
Include archived volunteer records on Excel spreadsheet reports. Your Volgistics database is divided into non-archived and archived sections. The service hours for records in the archive will still appear on Service Summary and Service Details reports, and in your cumulative hours total. However, records in the archive cost less on a record-by-record basis because they
Tip of the Week January 26, 2015
Edit a volunteer’s sign-in time for VicTouch. If your organization uses the VicTouch module, there may be times when volunteers arrive for duty and begin serving without remembering to sign-in. If this occurs, and you find out before the volunteer leaves, here is what you can do to have the volunteer’s time recorded correctly. First,
Tip of the Week January 12, 2015
Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of