Search Based on Class Dates¶

This help topic explains how to define a Set rule based on the Class 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 their Class dates, select Their class dates from the Include volunteers in this set based on dropdown list.

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

They have a -- class date that is...¶

When this type of Set rule is looking for volunteers who do have a Class date for a particular Class tracked in Volgistics, System Operators can look for volunteers who have that kind of Class 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.

Only if the Notation for the date is¶

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

Only if (Spare dropdown) is¶

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

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).

For example, a rule seeking to include volunteers who have a 'CPR' class date that is more than 365 days ago would be configured like this:

They do not have any -- class dates¶

Again, this rule can also find volunteers who do not have any class dates for a particular class. A rule made to include volunteers without any CPR class dates would be defined like this: