Schedule volunteers from the Schedule tab of their records to have opening settings enforced.
When scheduling volunteers to fill an opening from the Schedule tab of an Assignment, or by selecting Schedule from the menu, you must be careful to click the Fill link beside the unfilled opening instead of scheduling with the Schedule a volunteer box. If the Schedule a volunteer box is used, the volunteer will be placed on the schedule without filling the opening. (Help topic 1205 shows an easy way to determine if a volunteer was placed on the schedule as filling an opening or not.)
If your organization has trouble with volunteers being scheduled without filling openings, you can reduce the likelihood of this happening by taking these steps:
- Setup your Assignments to allow scheduling for Openings only on the Assignment’s Rules tab.
- Ask System Operators to schedule volunteers using the Schedule tab of the volunteer’s record instead of the Schedule tab of the Assignment, or the Schedule page itself.
When you take these steps, volunteers will only be able to be scheduled to fill openings as long as the scheduling is done from the Schedule tab of the volunteer’s record.