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Assignment Preference Field Settings

You can use the Assignment Preference Field Setup page to configure the Assignment Preference field on the Profile tab in the volunteer record. To get to the Assignment Preference Field Setup page, choose Setup from the menu, click on Field options, Profile tab (for volunteers), and then choose Assignment Preference.

Preference name:

This is the first place on the Assignment Preference Field Properties setup page where a System Operator can make any adjustments to the field. The field is called "Assignment Preference" by default. To change the name of the field, delete the text from this field and enter the name you would like to change the field to.

You can choose:

This dropdown field allows users to decide how many Assignments volunteers should be allowed to choose when indicating their Assignment Preferences.

Rank by:

If volunteers are permitted to choose more than one Assignment Preference, this field allows users to determine whether or not volunteers can rank their Assignment Preferences, and if so, whether they should rank Assignment preferences by "1st, 2nd and 3rd choice" or by "Importance."

Offer:

Use this dropdown menu to decide which Assignments constitute the pool from which volunteers can select their Assignment preferences. You can choose to let volunteers indicate Assignment Preferences for "All Assignments," "Active Assignments only," or "Advertised Assignments only."

Volunteers choose their preference of...

Assignment preferences can be set up to allow volunteers to indicate their preference for any one of the following options:

  • Site Choose Site to let volunteers indicate the Site(s) at which they would prefer to serve.

  • Place Choose Place to let volunteers indicate the Place(s) at which they would prefer to serve.

  • Assignment Choose Assignment to let volunteers indicate the Assignment(s) in which they would prefer to serve. If you select Assignment, you can optionally mark the checkbox next to "Add assignment records automatically" and then determine which Role should be given to volunteers receiving Assignment records automatically.

  • Cluster Choose Cluster to let volunteers indicate the Cluster(s) in which they would prefer to serve.

System Operator Rights

This section determines which types of System Operators can view, or view and change, this field in Volgistics.

For each Operator user level, you can choose the following options:

  • View and change: Select this option to permit system operators designated as Volgistics Administrators to view and edit this field.

  • View: Select this option to permit system operators designated as Volgistics Administrators to view this field, but to prevent them from making any changes to it.

  • Hidden: Select this option to prevent system operators designated as Volgistics Administrators from both editing and viewing this field.