Difference between revisions of "Managing Volunteers"

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Revision as of 12:28, 8 February 2019

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The system has various features to enable you to mange and work with volunteers. The first thing to look at is the fields that are available on the volunteers record. By default their is already a Volunteer record which we will look at configuring. For full details of Records please see Organisations and People

Tabs

There are 3 main tabs that would usually be on the volunteer record:

  • General Details - This would usually have the main contact details for the volunteer, address, telephone numbers and email address.
  • Personal Details - This tab would usually have more sensitive data and monitoring data including, ethnic origin, religion, date of birth and gender.
  • Work Details - This tab is used for the work related information including, department, ID number and DBS/PVG details.

History, Summary and Project tabs will only appear if there are projects related to the record type and the volunteer has been referred into a project, this will be covered further down the page.

To manage the Tabs see Customise Orgs & People.