Search Based on Checklist Dates¶

This help topic explains how to define a Set rule based on the Checklist dates recorded in the Dates box on the History tab in the volunteer record.

You create Set rules on the Set Definition page. If you're not already on the Set Definition page you can get there by choosing Sets from the menu, and then clicking the Create a new set button.

To create a Set of volunteers based on a Checklist date, select 'Their checklist dates' from the "Include volunteers in this set based on" drop down list.

This Set rule can identify volunteers who do or do not have a date for a particular Checklist item recorded on their History tab.

They have a -- checklist date that is...¶

When this type of Set rule is looking for volunteers who do have a Checklist date for a particular Checklist item tracked in Volgistics, system operators can look for volunteers who have that kind of Checklist date:

• (a) At all, by selecting the 'Any date' option;

• (b) In a particular month or period of time, by selecting the 'In' option;

• (c) Exactly, Anytime before, or Anytime after a certain date;

• (d) Anytime between specific dates, or

• (e) More than (--) days ago, as of the date the Set is used.

For example, a rule seeking to include volunteers who have a 'Background Check' Checklist date that is any time between January 1, 2009 and December 31, 2009 would be setup like this:

Only if the Notation for the date is¶

In addition, operators can include only those volunteers who have the Checklist date with a specific Notation. To create a Set that includes only volunteers who have a Checklist date with a particular notation, check this checkbox and then choose the Notation from the drop-down list.

Only if (Spare drop-down) is¶

If you customized the spare drop-down field for your Date records, you can specify that volunteers must also have a specific Spare-down value to be included in this Set by checking this checkbox and choosing the appropriate value from the drop-down.

Only if (Spare checkbox) is¶

If you customized the spare checkbox field for your Date records, you can specify that volunteers must also have a specific Spare-checkbox value to be included in this Set by checking this checkbox and then choosing the appropriate value (checked or not checked).

Only if (Spare text) is¶

If you customized the spare text field for your Date records, you can further specify that volunteers must also have a specific Spare text field value to be included in this Set by checking this checkbox and entering the text value. To be included in this Set, volunteers must have an entry in this field that exactly matches whatever you enter here (except that the comparison is not case sensitive, so 'YES' would be the same as 'yes' for example).

They do not have any -- checklist dates¶

Again, this rule can also find volunteers who do not have any Checklist dates at all, or any Checklist dates for a particular checklist item. A Set rule that should include all volunteers without any 'Background check' Checklist dates would look like this: