Volunteer Profile Structure

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• The structure and attributes of the “Contact”, “General Availability” and “Miscellaneous” tabs cannot be customized. You cannot add or remove fields here or change whether or not a value is required for a specific field.
• A volunteer cannot change their status, but they can “resign” from your organization, thereby archiving their profile and telling you that they are moving or resigning.
• A volunteer cannot change their “Volunteer Date Joined” value or their hours permissions.
• The “Notes” in the “Miscellaneous” tab and “Note Log” in the “Communications” tab are visible only to administrators.[/alert]

Structure of a volunteer’s profile:

• Main tab:
  • Contact – name, address, telephone, email, birthdate, photo, username, password, twitter, LinkedIn
  • Custom Fields – custom field values
  • Qualifications – qualification values
  • General Interests – general interest selections
  • General Availability – general availability selections
  • Miscellaneous – volunteer status, date volunteer status last changed, volunteer date joined, application form completed, hours permissions, goals, notes
• Communications tab:
  • Personal Message – display a message on the volunteer’s home page
  • Send Email – send an email (visible only if an email address has been entered)
  • Send Mobile Email – send an email to a mobile device (visible only if a mobile email address has been entered)
  • Email History – history of messages sent to the volunteer
  • Send Text Message – send a text message to the volunteer (visible only if text messaging has been enabled for the organization)
  • Note Log – enter a note and view a history of confidential volunteer profile notes
• Assign tab – assign the volunteer to activities
• Schedule tab – view / edit the volunteer’s schedule, produce a calendar report of scheduled assignments for a one-month period for the volunteer, export schedule details and signup details for the volunteer
  
• Hours tab – log / view / edit hours for the volunteer or start a timeclock
• Reports tab:
  • Reports – view / generate hours and feedback reports for the volunteer
  • Comparisons – compare the volunteer’s hours based on year / quarter / month / week
  • Exports – export information on hours and feedback logged
  • Review Text Feedback – view any pending text feedback logged by the volunteer
• Committees tab – committee memberships
• Classifications tab – view / edit classification selections (only available if the organization is part of an enterprise that has created classifications)
• Connections tab – (only available if the organization uses the Client Module)