Use Sets for Checklist items that apply to multiple Assignments

Tip of the Week September 14, 2020

When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the “Those assigned to”dropdown list. Or, you can select a Site or a Place from the dropdown to make the Checklist item apply to all volunteers who have any Assignment that falls under the Site or Place you select.

However, if you only want the Checklist to apply to volunteers who have certain Assignments that fall under a Site or Place, or under different Sites or Places, you can do this by creating a Set based on the “Their Assignment” or the “Their Assignment Cluster” Set rules. Then select the name of the Set from the “If they are in this set” field on the setup page for the Checklist item. Your Checklist will now apply to volunteers with the multiple Assignments identified in the Set.

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