Scheduling: View Assignments

In the List of Activities

  1. Go to: Assign >> From Scheduled List OR Assign >> From Unscheduled List
  2. Select the desired filters to apply and click the [Filter Activities] button
  3. Click the [+Show All Volunteers] button in the header or [+] beside an Activity to show or hide all assigned volunteers. If you hover over the Options [ ] button beside an assigned volunteer, you can (Confirm, Remove, View, Edit, Send Email or Send Mobile Email)
  4. Optional: Select multiple volunteers and scroll to the bottom and choose the desired option from the “Choose Bulk Action” drop down (Confirm / Unconfirm Selected Assignments, Remove Selected Assignments, Send Email)

In a Volunteer's Profile

  1. Type the volunteer’s name in the Quick Search box
  2. Click on the volunteer’s name when it appears in the list
  3. Click on the Schedule tab. Scheduled activities (shifts) can be filtered by start date, end date, category, and activity.

TIP:

You can also remove a volunteer from a shift in the schedule or change their confirmation status by running your mouse over the Option [ ] icon to the left of a shift or Activity and then click the applicable command.

In a Schedule (Report)

  1. Go to: Reports >> Schedule Reports
  2. Select the desired report to run
  3. Enter or select the options for the report
  4. Click either the [Export Report] or [View Report] button

TIP:

Schedule reports display volunteers assigned to Scheduled Activities only. The Schedule exports shows volunteer assignments for both scheduled and unscheduled Activities. To export Schedule information about Schedules and Activity assignments, go to: Reports >> Exports / Excel Reports and choose either “Schedule Summary Export” or “Schedule Detail Export”.

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