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Mark Checklist Items Complete

If you use the Volgistics Checklist features to track volunteer requirements, you can update an individual's Checklist items on the History tab of their volunteer record. This help topic has information about how to do this. You can also mark Checklist items complete for multiple volunteers when you search for the volunteers due to complete an item.

To mark an item complete for an individual volunteer:

  1. Choose Volunteers from the menu.
  2. Locate and click the volunteer's record.
  3. Select the History tab.

  4. Items the volunteer is due to complete will show in the Checklist box at the top of the page without a checkmark. Check the box next to the item the volunteer completed.

    Example of Volunteer Checklist Box

  5. Click the Save button.

When you mark a Checklist item as completed, Volgistics displays the item in the Checklist box with a checkmark (showing that it has been completed). Volgistics also inserts a date entry in the Dates box below to track the date the item was marked complete.

Example of Date Grid Entry

If you want to change this date, click the Edit button for this entry in the Dates box (shown below), enter the new date, and then click the Save button.

Example of Edit Link in Date Grid

If you mark a Checklist item as completed and the item is set up so it must be renewed or performed on a regular basis, the volunteer's record will show the next date the item is due.

Example of a Checklist Expiration Date

If the volunteer completes the item again before it expires, simply click the Renewed link in the Checklist box. If the volunteer does not complete the item again before it expires, the item will be unchecked when the expiration date arrives.

Expiration Dates Based on Birthday

If a Checklist item is set up to repeat annually based on the volunteer's birthday, and the volunteer does not have a date of birth recorded, you will not be able to mark the item complete as shown above. In this case, you can either go to the volunteer's Profile tab and enter a date of birth, or you can enter a completion date for the item using the Add box below the date grid. In this case, you'll need to enter an expiration date for the item also.

You can run reports such as the Volunteer Date History (stock) report, or certain custom reports, that include Checklist date information. These reports can be limited to include just dates for a certain Checklist item (or items).