Search - By Qualifications or Qualified for an Activity
Search by Qualifications
Search Based on Being Qualified for an Activity
[alert type=”alert-info” block=”false” close=”false”]Visible only if Qualifications have been created[/alert]
- Go to: People >> Search (or any other menu option that uses the search feature) – Click here and scroll down for a video on all of step 1.
- 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 (This is the default. Just getting started? Leave this one selected.)
- All of the selected modules (Could be used to find people who are volunteers and administrators.)
- In the “Email Filters” section, select the desired option. The default is “Don’t Filter” on email address. This will include all people regardless of whether or not they have an email address.
- Click the [Add Search Criteria] button
- Select Qualified for Activity from the drop-down list.
- Select to search for volunteers that are either “Qualified for activity” or “Not qualified for activity”.
- Category: Select an Activity Category from the drop-down list.
- Activity: Select an Activity from the drop-down list. Only Activities from the Activity Category selected above will be displayed.
- Select whether to consider only “Active” activities (default), “Inactive” activities or “Don’t Filter”.
- 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.
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- 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.