Group Tracking

Many volunteer programs include both individual volunteers as well as groups such as businesses, service clubs and fraternal organizations that provide volunteer service. Volgistics gives you tools for tracking both kinds of volunteers: individuals and groups.

Each time you add a new volunteer record to Volgistics you can mark which kind of record it is: an Individual record or a Group record. Use individual volunteer records when you want to track personal information (like name and address); volunteer service; Checklist items; or Awards for a person individually, of if you would like to include the individual in Volgistics emails.

Use Group volunteer records to track groups of people who serve collectively when you cannot, or do not want to, track the group's members individually. When you create a Group record, that single Group record will represent all of the members of that particular group. You can record the name and contact information for a group contact on each Group record; however you do not record the names of the individual members of the group in a Group record.

If you want to track the names - or any specific information such as service, Checklist items, or Awards - for each member of a group, you should track those volunteers using individual volunteer records for each person instead of creating a group record for their group or a separate group record for each member. You can still link all of their records together, using a Flag or a characteristic field, if you want to be able to produce reports just for the volunteers who have a specific group association.

Groups and Individuals appear on the volunteer list and the schedule with different icons to help you distinguish Group records from Individual records.

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You can schedule group volunteers along with individual volunteers in Volgistics. When you add a group to a schedule from the Schedule tab of the Group's record, you'll see an additional Volunteers field you can use to record the number of group members who are to be scheduled. This makes it possible for you to schedule multiple group members in a single step.

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