Search - By Classifications Selected in the Volunteer Profile

Search By Classification

If your organization is part of an enterprise that uses Classifications, you can search based on what volunteers have selected for those Classifications:

  1. Go to: People >> Search (or any other menu option that uses the search feature)
  2. In the “Module and Status Filters” section, select the desired statuses to include in the search. If you make multiple selections, you can include people that have:
    • Any of the selected modules and any of the selected statuses
    • All of the selected modules and any of the selected statuses
  3. In the “Communications Filters” section, optionally select the desired choice. Settings are broken down into three categories. You can make one selection from each category:
    • Email: Don’t Filter (default), Has Email, Has No Email
    • Mobile Email: Don’t Filter (default), Has Mobile Email, Has No Mobile Email
    • Text Messaging [this will only appear if Text Messaging has been enabled]: Don’t Filter (default), Has text messaging enabled, Does not have text messaging enabled
  4. In the “Group Filters” section, optionally select the desired choice: Don’t Filter (default), Individuals Only (profiles associated with one person only), Groups Only (profiles that have been defined as representing a group)
  5. Click the [Add Search Criteria] button. The available criteria corresponding to your module selections will appear first in the list, followed by other criteria. Instead of scrolling through the list, you can type a few letters of the criteria you want to use.
  6. Select the desired Classification in the drop-down list:
    • Activity Classification
    • Community Classification
    • Organization Classification
    • Suitability Classification
    • Duration Commitment Classification
    • Time Commitment Classification
  7. Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected
  8. Click the [Add] button to add the current search criteria to the list of things to include in the list and leave the screen ready for you to add something else – No search will be run yet.
  9. Click the [Add and Go] button to add the current search criteria to the list of things to include in the list and to execute a search – A search will be run.

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[accordion_group]

[accordion title=”Running the Search – CLICK ANY HEADING BELOW TO OPEN OR CLOSE IT”]

  1. When running any sort of full search, click the green [Add Search Criteria] button
  2. Choose the type of field you would like to include in your search from the drop down list in the popup window
  3. Fill in the fields or make the required selections (more on this further down)
    1. Click the [Close] button to close the popup window – No search will be run yet
    2. Click the [Cancel] button to reset the popup window so that you choose something else – No search will be run
    3. Click the [Add] button to add the current search criteria to the list of things to include in the list and leave the screen ready for you to add something else – No search will be run
    4. Click the [Add and Go] button to add the current search criteria to the list of things to include in the list and to execute a search. – A search will be run.

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[accordion title=”Contact Info”]

  • All name fields, username, email address and postal/zip code – A match is created if what you type in matches the whole field or the beginning of it. e.g. Typing in “Janet” and searching will match on Janet. Typing in “Jan” and searching will match on Janet and Jane and Jan.
  • All other fields – A match is created if what you type in is contained anywhere in the field. e.g. Typing in “Bloomington” will match on City of Bloomington.

 

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[/accordion]

[accordion title=”Custom Fields – Yes/No Options”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with Yes/No options have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. Is equal to Yes, Is equal to No, Is empty, Is not empty
  4. Match Value – Choose what you would consider a match – Part 2 (Yes / No, if “is Equal to” is selected above)

[/accordion]

[accordion title=”Custom Fields – Dates”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if date-based Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. a date between two dates, a date after a specific date, is an empty field, etc.
  4. Match Value – Choose what you would consider a match – Part 2 – Enter the full date you want to use in the search (or two dates if you are searching for profiles with a date between two dates). By clicking in the date field, you can select a date from the calendar that pops up.

[/accordion]

[accordion title=”Custom Fields – Fields That Contain Numbers”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if numeric Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. a number that is greater than some number, equal to some number, any number (not empty), etc.
  4. Match Value – Type in the number(s) you want to use as a comparison (unless you are choosing “Is Empty” or “Is not Empty” in step 3

[/accordion]

[accordion title=”Custom Fields – Fields That Contain Short Text or Long Text “]

[alert type=”alert-info” block=”false” close=”false”]Visible only if text-based Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – E.G. contains, is empty, is not empty etc.
  4. Match Value – Type in the number(s) you want to use as a comparison (unless you are choose “Is Empty” or “Is not Empty” in step 3

[/accordion]

[accordion title=”Custom Fields – Fields That Contain Drop-down Lists”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with drop-down lists have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – E.G. is the same as (Is Equal To), does not equal, is empty, is not empty.
  4. Match Value – Choose what you want to use in the comparison from the drop-down list (unless of course you selected ‘is empty’ or ‘is not empty’ in step 3)

[/accordion]

[accordion title=”Custom Fields – Fields That Contain Uploaded Files”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields for file uploads have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match. Either the profile has a file uploaded to this field or it hasn’t.

[/accordion]

[accordion title=”Custom Fields – Check Boxes”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with check boxes have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match. There aren’t too many choices here. Either it’s checked or it’s not

[/accordion]

[accordion title=”Qualifications”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Qualifications have been created[/alert]

  1. Qualification: Select the Qualification you want to use .
  2. Match Type – Choose what you would consider a match – E.G. :
    • Ranked Qualifications (Is equal To, Is greater than or equal to, Is less than or equal to, Is empty, Is not empty)
    • Exact Match Qualifications (Is equal to, Is not equal to, Is empty, Is not empty)
  3. Level: Choose what you want to use in the comparison from the drop-down list (unless of course you selected ‘is empty’ or ‘is not empty’ in step 3)
  4. Expiry Date: If the Qualification has an expiration date associated with it, select the desired match type (Is not currently expired, Is currently expired, Is expired as of, Will expire between dates, Ignore expiry) and enter a valid date value (or range) if you have not selected either “Is not currently expired”, “Is currently expired” or “Ignore expiry” as a match type. By clicking in the date field, you can select a date from the calendar that pops up.

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[/accordion]

[accordion title=”General Interests”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if General Interests have been created[/alert]

  1. Choose to retrieve results that match “All”, “Any” or “None” of the General Interests you have checked.
  2. Select the checkbox(es) beside the desired General Interests.

[youtube width=1036 height=750]sjdgO9tHVm4[/youtube]

[/accordion]

[accordion title=”General Availability”]

  1. Choose to retrieve results that match “All”, “Any” or “None” of the criteria you have specified.
  2. Select the day(s) of the week and time(s) of day to include in your search.
  3. To select all days of the week for a specific time of day, click the checkbox in the column header for the time of day (Mornings, Afternoons, Evenings, Nights).
  4. To select all times of day for a specific day of the week, click the checkbox to the left of the row for the day of the week (Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday).

[youtube width=1036 height=750]sjdgO9tHVm4[/youtube]

[/accordion]

[accordion title=”Committees”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Committees have been created[/alert]

  1. Choose to retrieve results that match “All”, “Any” or “None” of the Committees you have checked.
  2. Select the checkbox(es) beside the desired Committees.

[youtube width=1036 height=750]sjdgO9tHVm4[/youtube]

[/accordion]

[accordion title=”Activity Category”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Activity Categories have been created[/alert]

  1. Schedule Status: Select the desired box(es) for either Available (Available, Not available), Assigned (Assigned, Assigned and confirmed, Assigned and unconfirmed, Not assigned) or Backup List (On the backup list, Not on the backup list).
  2. For shifts that are: For scheduled activities, select whether to consider shifts that occur “On or after today only”, “Before today only” or “Don’t Filter” (default).
  3. Activity Active Status: Select whether to consider “Only Active” activities (default), “Only Inactive” activities or “Don’t Filter”.
  4. In the selected category(ies): Select the checkbox(es) beside the desired Activity Category (or Activity Categories). Results are returned if the search finds a match in any Activity within the Activity Category (or Categories) selected.

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[/accordion]

[accordion title=”Activity”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Activities have been created[/alert]

  1. Schedule Status: Select the desired box(es) for either Available (Available, Not available), Assigned (Assigned, Assigned and confirmed, Assigned and unconfirmed, Not assigned) or Backup List (On the backup list, Not on the backup list).
  2. For shifts that are: For scheduled activities, select whether to consider shifts that occur “On or after today only”, “Before today only” or “Don’t Filter” (default).
  3. For the following activities: Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”.
  4. Click the [+] button for the desired Activity Category to select one or more Activities belonging to that Category. You can select any number of Activities within any of the Categories.

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[accordion title=”Schedule Date”]

  1. Choose whter you want to search for volunteers that are either “On the Schedule”, “Not on the Schedule”, “On the Schedule but not confirmed” or “On the Schedule and confirmed”.
  2. Between: Enter the starting date and time along with the ending date and time for Activity assignments to include in your search.
  3. Category: Optionally filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
  4. Activity: Optionally filter for a specific Activity within the Activity Category selected above. If this is left at “Do not filter”, all Activities within the selected Activity Category will be considered.

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[/accordion]

[accordion title=”Qualified for Activity”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Qualifications have been created[/alert]

  1. Search for volunteers that are either “Qualified for activity” or “Not qualified for activity”.
  2. Category: Select an Activity Category from the drop-down list.
  3. Activity: Select an Activity from the drop-down list. Only Activities from the Activity Category selected above will be displayed.
  4. Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”.

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[/accordion]

[accordion title=”Hours Logged”]

  1. Search for volunteers whose hours logged value “Is greater than or equal to” or “Is less than or equal to” the number of hours that you specify.
  2. On Or After: Optionally enter the date value to search for hours worked on or after a specific date. If you also enter a value for “On Or Before”, you can search for hours worked within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
  3. On Or Before: Optionally enter the date value to search for hours worked on or before a specific date. If you also enter a value for “On Or After”, you can search for hours worked within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
  4. Category: Optionally filter for a specific Activity Category. If this is left at “Do not filter”, all Activities within all Activity Categories will be considered.
  5. Activity: Optionally filter for a specific Activity within the Activity Category selected above. If this is left at “Do not filter”, all Activities within the selected Activity Category will be considered.
  6. Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”.
  7. Include: By default, all types of hours log entries are included. If desired, check whether to include only “Approved Hours” or “Unapproved Hours”. You can still check both of the boxes.

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[/accordion]

[accordion title=”Feedback Fields”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Qualifications have been created[/alert]

  1. Feedback Field: Select the desired Feedback Field from the droplist. The available options will depend on the data type of the selected Feedback Field.
  2. On Or After: Optionally enter the date value to search for feedback logged on or after a specific date. If you also enter a value for “On Or Before”, you can search for feedback logged within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
  3. On Or Before: Optionally enter the date value to search for feedback logged on or before a specific date. If you also enter a value for “On Or After”, you can search for feedback logged within a date range. By clicking in the date field, you can select a date from the calendar that pops up.

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[/accordion]

[accordion title=”Date of Birth”]

  • This option searches the ”Birthdate” field (“Main” tab, “Contact” section) that is part of all volunteer profiles in Volunteer Impact.
  • This search includes the volunteer’s year of birth, enabling you to search for volunteers of a specific age range.
  1. Date of Birthday: Select the desired type of match from the droplist (Is less than or equal to, Is greater than or equal to, Is between, Is empty, Is not empty). Select “Is empty” if you are searching for profiles with no value for the Birthdate field. Select “Is not empty” if you are searching for profiles with a value (i.e. any valid date) for the Birthdate field.
  2. Enter the full date value (month, day, year) if you selected “Is greater than or equal to” or “Is less than or equal to” as a type of match. Enter two dates if you are searching for profiles with a Date of Birth value between two dates. You can also select dates from the calendar that pops up when you click in the date field(s).

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[/accordion]

[accordion title=”Date Joined”]

  • This option searches the “Date Joined” field (“Main” tab, “Miscellaneous” section) that is part of all volunteer profiles in Volunteer Impact.
  • This search includes the volunteer’s full start date (month, day, year), enabling you to search for volunteers with a specific time length of service.
  • On Or After: Optionally enter the date value to search for volunteers with a start date on or after a specific date. If you also enter a value for “On Or Before”, you can search for volunteers who joined within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
  • On Or Before: Optionally enter the date value to search for volunteers with a start date on or before a specific date. If you also enter a value for “On Or After”, you can search for volunteers who joined within a date range. By clicking in the date field, you can select a date from the calendar that pops up.

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[/accordion]

[accordion title=”Activity Classification”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Activity Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]0gugSc3w1Ic/[youtube]

[/accordion]

[accordion title=”Community Classification”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Community Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]NhV7oK-xhPU/[youtube]

[/accordion]

[accordion title=”Organization / Department Classification”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Organization Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]j9y0urlKSgU/[youtube]

[/accordion]

[accordion title=”Suitability Classification”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Suitability Classification Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]NO4mppd_cgo/[youtube]

[/accordion]

[accordion title=”Duration Commitment”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Duration Commitment Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]bGz5_FoW-jQ/[youtube]

[/accordion]

[accordion title=”Time Commitment”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Time Commitment Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

[youtube width=1036 height=750]-JWxMS-UCns/[youtube]

[/accordion]

[accordion title=”Multiple Options”]

[alert type=”alert-info” block=”false” close=”false”]Visible only for Enterprise versions and only if Time  Classifications have been created[/alert]

  • Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you have selected.

 

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[/accordion]

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Other Tutorials Related to Searches

Basic Search
Contact Information
Custom Fields
Qualifications
Interests
General Availability
Activities and Activity Categories
Schedule Dates
Hours Logged
Feedback Fields
Date of Birth
Date Joined
Login Date
Committee
Saving a Search

 

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